Waiting for a Negative - podcast episode cover

Waiting for a Negative

Jun 27, 202310 minEp. 224
--:--
--:--
Listen in podcast apps:
Metacast
Spotify
Youtube
RSS

Episode description

I have a sad tale to relate.  After dodging Covid for the last three years, my wife Sari and I were at a wedding two weeks ago and the virus decided to crash the party.  Two days later, I tested positive and Sari tested negative.  I’ll spare you the grim details, since almost everyone has had a similar experience.  However, despite only mild and fleeting symptoms, I experienced a rebound and so I’m sitting alone, testing daily, and waiting for a negative so I can return to society.

Investors in 2023 have also been waiting for a negative.  Waiting to see if economic growth would turn negative.  Waiting for a well-established negative trend on inflation.  And waiting for the Federal Reserve to perceive enough general negativity to stop raising interest rates.  As the first half of the year draws to a close, the wait continues.  However, in rather sharp contrast to my predicament, there is plenty that investors can do while they wait.

For the best experience, listen in Metacast app for iOS or Android
Open in Metacast
Waiting for a Negative | Notes on the Week Ahead podcast - Listen or read transcript on Metacast