About this episode
Hot inflation coming in hotter than expected and yields on the 10-year note hitting 2%. Courtney Reagan and the Investment Committee debate if the Fed will need to be more aggressive with rate hikes. Plus, the best inflation protection picks for your portfolio. Also, The trade after Disney’s earnings and a bullish call on one stock that’s plunged 30% this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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