Equities vs. Fixed Income
Well...at the time this episode was being recorded, there was still a 'speakerless House.' Of course, in an uncharacteristic fashion, they managed to elect a speaker in Mike Johnson within a day of this being recorded; but congrats on getting something done finally. Most of our drams this week, however, was consumed to the discussion of which broad asset class might outperform in the next 12 months (not financial advice) given the headwinds and tailwinds we're seeing along with what the talking heads on Wall Street are talking about. I'll put a reminder in here to check if our thesis actually came to fruition.
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