Beyond the Headlines: Buffett, Munger, and the Fed's Final 2023 Meeting

Enlightenment - A Herold & Lantern Investments Podcast

Dec 11 2023 • 32 mins

What if the key to successful investing was learning to do nothing? Join us as we dissect this wisdom from investment gurus Warren Buffett and the late Charlie Munger. We navigate through their skepticism of exotic financial instruments and their emphasis on integrity. We also discuss the potential implications of the anticipated Federal Reserve meeting and the likelihood of higher interest rates. Plus, we swing by the concept of wide moat companies, debunk the belief that volatility equals risk, and touch on the recent uplift of gold and Barron's optimistic view of the stock market.

Ever thought about how the Federal Reserve's actions impact your investments? We shine a spotlight on the Fed's influence on interest rates - a topic that's particularly relevant for retirees in light of predicted hikes to the neutral rate due to structural shifts in the economy. And if you're part of the older generation planning for retirement, you'll find our analysis of how to adjust investment portfolios for desired income valuable. We question the viability of the 60/40 portfolio in the current market landscape, and wrap up the discussion by acknowledging the market's current "boring" state - no horrifying declines or spectacular gains. So, buckle up as we journey through the investment and economic landscape, where the only constant is change.

** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.

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