EPISODE · Jan 10, 2021 · 6 MIN
Musing: How To Choose The Best Investments In Light Of The Coming $3T Stimulus
from Dollar Auction Show · host Shimon Lazarov and Alex Chizhik
In this musing, Shimon discusses how to pick the "fastest horse in the race" in an environment where the government is expected to spend $3T in stimulus and print money at 15% y/y. Should we choose industries that benefit from the new money, or should we choose industries where less government intervention is expected.Visit us at www.hardcorefinance.com or follow us on twitter @mrebitda, @shimonlazarovSupport the show
What this episode covers
In this musing, Shimon discusses how to pick the "fastest horse in the race" in an environment where the government is expected to spend $3T in stimulus and print money at 15% y/y. Should we choose industries that benefit from the new money, or should we choose industries where less government intervention is expected. Visit us at www.hardcorefinance.com or follow us on twitter @mrebitda, @shimonlazarov Support the show
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Musing: How To Choose The Best Investments In Light Of The Coming $3T Stimulus
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