Nov 29, 2021
Arnim Holzer, global macro strategist at Easterly EAB Risk Solutions, says that he is concerned that investors don't understand just how badly their portfolios will perform in 2022 when interest rates start to rise. The way tech stocks and high-momentum sectors of the market are already reacting, Holzer said, should make investors cautious and have them looking at financial stocks and insurance companies, plus utilities, going forward. Also on the show, Ted Rossman talks about the latest Bankrate.com survey covering the shopping issues that more than three-quarters of Americans were facing before the holiday season got into full swing, David Trainer of New Constructs put AMC Entertainment -- one of the original meme stocks -- back into the Danger Zone, questioning whether there is any real value to the company's stock at all, and Robin Wigglesworth, columnist for the Financial Times, discusses his new book on the creation and evolution of the index fund and how it went from being ridiculed and scorned to being the cornerstone of trillions of dollars in investment portfolios in just a few decades.