Episode 064: Green Shoots
In this week’s episode, David and Ian discuss new highs for the S&P 500, the “industrial revolution” in equities, Steel, and unique areas outside of the US. David gives some insight as to why the credit market is signaling “risk on” for stocks. Ian tells us why he thinks New Zealand is an important market to watch. Both tell us their thoughts on the relative strength in fixed income and the green shoots we are seeing in Tech.