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Podcast: The Dividend Cafe
Episode: Great Debate
Description: The Crux of the Matter
If you believed that interest rates were going to be 0-2% would you invest capital differently than if you believed they would be 5-7%?
If you believed that inflation would run 1-3%, would you invest differently than if you believed it would run 4-6%?
Does one’s view on interest rates and forward-inflation impact their expectations for P/E ratios (market valuations)?
If credit is going to tighten (ease of access to capital and cost of capital), would that alter one’s allocation to corporate credit, priv...