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Podcast: The Wise Investor Show®
Episode: Looking Beyond the Headlines
Description: Simon Hamilton, Managing Director and Portfolio Manager, argues that the financial headlines often focus investors on the wrong things, while more salient, market-driving developments get less attention. He provides examples within the economic data, examines earnings trends, looks at valuations and considers the potential opportunity in bonds. He also reviews the recent underperformance of the Consumer Staples sector and how both MDLZ and STZ screen attractively. The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond James and Associates, Inc., The Wise Investor Group, o...