MoneyShow Las Vegas Keynote, 8/3/24
Inflation is Yesterday's Story. Stay Calm, Stay Invested, Forget the Fed
Summary: One aspect of COVID overhang is virtual conferences. But I miss talking with investors to learn what is keeping them up at night so I drove to Las Vegas and put on my tie to give the Keynote Lecture for my friends at the MoneyShow Masters Symposium. My advice to the investors was simple. Inflation is yesterday’s story; rates are headed down from here. As long-term investors, they should stay calm, remain invested, and forget the Fed. The performance of our portfolios is going to depend on the ability of the companies we own to generate sustainable, growing, cash flow. That’s where we should use our energies.
You can see a video of the lecture by clicking here or by clicking on the image below.
And you can review the slides I used by downloading the PDF file using the button on the upper right of the graphic below.
As always, I welcome your comments and questions.