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Podcast: The Julia La Roche Show
Episode: #162 Keith Fitz-Gerald, Investor Who Nailed 2023 Market Rally, Says The Fed Doesn’t Matter — Investing In Optimism Does
Description: Keith Fitz-Gerald, principal of the Fitz-Gerald Group, shares his macro view of the world and the five big picture lenses through which he sees the world.
He believes that investing in optimism and knowing where the world is going is better than trying to be right at specific moments in time. He emphasizes the importance of focusing on companies that have great demand for their products and services and can change consumer behavior. Keith also discusses the role of the Fed and the importance of investing in optimism rather than trying to second-guess the...