Friday Musings: The News Doesn’t Have to Get Better, Just Less Bad | TPW Advisory

Friday Musings: The News Doesn’t Have to Get Better, Just Less Bad | TPW Advisory

Broadcast on: June 3
Duration: 24:33
  •  As news flow gets less worse, it seems we are in a bottoming process.
  •  Which themes look to be bottoming.
  •  Portfolio adjustments based on the updated model.
  •  Is crypto out?
  •  Easing inflation taking pressure off the Fed to tighten.
  • Founder

    Jay Pelosky, Founder, TPW Advisory

  • Director

    Mehdi Sunderji, Director, OETV

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