If you think Chairman Powell and some of the Federal Reserve governors are sounding more hawkish, you're not alone. (00:18) John Rotonti discusses: - Why investors should expect more interest rate hikes this year - The increasing attractiveness of companies with pricing power and strong ROIC - Balancing growth stocks with profitable businesses that can self-fund their operations - Three stocks he just bought (and why he bought them) (14:30) The most rewarding stocks can come from the most boring businesses. Dylan Lewis and Jason Hall make the case for keeping boring businesses in your portfolio and discuss one in particular that Jason's excited about. Stocks: PYPL, KKR, RH, AAPL, AMZN, GOOGL, TREX Host: Chris Hill Guests: John Rotonti, Dylan Lewis, Jason Hall Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
No persons identified in this episode.
No transcription available yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster