Apr 4, 2023
Jack Ablin, chief investment officer at Cresset Capital Management, says a mild recession is coming, and he is diversifying internationally as part of his moves to deal with it, noting that international markets not only have valuation advantages against their U.S. counterparts, but as a currency play, noting that a rally in the yen or the Euro would create a tailwind for investors. In The Book Interview, Marc Lichtenfeld, chief income strategist of The Oxford Club and author of 'Get Rich With Dividends' -- the new third edition was released today -- talks about dividend strategies in a rising-rate environment. Plus, Chuck takes a contentious listener question about laddered portfolios now, and Sam Huisache of Clever Real Estate talks about the alarming rate of inflation in home prices compared to the higher prices consumers are paying on everything else.