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Home > The Korelin Economics Report > Weekend Show – Big Picture Investing Themes Looking Past The Banking Crisis
Podcast: The Korelin Economics Report
Episode:

Weekend Show – Big Picture Investing Themes Looking Past The Banking Crisis
Category: Business
Duration: 00:00:00
Publish Date: 2023-03-25 10:11:13
Description:

 

Welcome to the Weekend Edition of the KE Report! Every Fed week is a big deal for markets but now with the banking issues in the US and around the world this was a particularly important meeting. Be sure to go back through this week’s posting where Shad covered the market moves and a number of company updates.

 

  • Segment 1 and 2 – Peter Boockvar, CIO at Bleakley Financial Group and Editor of The Boock Report website kicks off the show with a discussion on the banking system. This is ties in with lending conditions and how markets move in times of tighter credit markets.
  • Segment 3 and 4 – Tavi Costa, Portfolio Manager at Crescat Capital wraps up the show with a focus on the junior resource stock sector. It’s a different investment take on the production side of the industry.

 

Peter Boockvar
Tavi Costa
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