Sep 20, 2022
Simeon Hyman, global investment strategist at ProShares, says that the dividend aristocrats have grown their payouts beyond even the current levels of inflation, which makes them — along with companies that benefit from rising rate environments- the sweet spot for tilting a portfolio now. In The Big Interview, he also discusses how to tilt a fixed income portfolio for today’s challenging conditions. Also on the show, Ken Tumin, founder and editor at DepositAccounts.com, talks about what rising interest rates have already done to consumers and savers and says that the next, upcoming rate hike is not going to reward savers looking for a safe place to keep pace with inflation. And in the Market Call, Brad Lamensdorf of the The Lamensdorf Market Timing Report and chief executive officer at Active Alts, discusses the need to be selective about shorting stocks, because the ebbing tide right now is not taking all companies out with it.