The Asset Allocator: Macroeconomics And Cheese (Podcast)

Published: Feb. 11, 2020, 10 a.m.

A recent Barron’s analysis makes a compelling case that The Kraft Heinz Company (KHC) might be ready to exit the bargain basement, especially if it can obtain decent prices for assets it sells. This podcast (7:03) argues that of greater importance than the assets it sells is the investment it makes in the assets it keeps. A new marketing-oriented CEO and favorable timing in the macro-economy may aid in this effort. Learn more about your ad choices. Visit megaphone.fm/adchoices