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Smartkarma

Equity Bottom-Up

"Because of the pandemic, we all became patients. We all became aware of diagnostic tools [and] therapeutic interventions. The level of awareness that exists now around this specific topic is very high, but it also translates into us being more aware of why it's important to be preventative. The mask is preventative, exercise in the post-pandemic world is preventative for heart conditions, and there's a much larger appetite now to start looking at how we can work together in partnership to…

Topics: The impact of inflation over the past 20 years; Sizzling deal - a great $20 home security camera; Beware of Facebook marketplace Learn more about your ad choices. Visit megaphone.fm/adchoices<a target="_blank" rel="noopener nofollow" href="https://macrovoices.podbean.com/e/macrovoices-293-cullen-roche-debt-ceiling-interest-rates-stagflation/">Continue listening on Macro Voices»</a>

In this episode, you'll learn:· The main advantage of centralized currencies· Why the risk of inflation is more likely to come from the Treasury than from the Federal Reserve· Why growth stocks typically perform better in a low inflation environment and value stocks perform better in a high inflation environment · Where to find value in international equities· How should investors navigate the current market conditions? · Ask The Investors: What is the relationship between inflation, interest…

Switzerland

Roche Holding AG develops and manufactures pharmaceutical and diagnostic products.  The Company produces prescription drugs in the areas of cardiovascular, infectious, autoimmune, and respiratory diseases, dermatology, metabolic disorders, oncology, transplantation, and the central nervous system.

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