Brace For 'Ultimate Reckoning' Once Inflation's Second Wave Strikes | Bill Smead

Inflation will not stay low forever, and the economy gets closer everyday to an "ultimate reckoning", according to Bill Smead, CIO and Chairman of Smead Capital Management.

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*This video was recorded on December 27, 2023

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0:00 - Intro
2:42 - New highs for stocks in 2024?
6:30 - Economic outlook
8:55 - Ultimate reckoning
10:00 - Inflation
15:00 - Labor
17:24 - Fed pivot
19:50 - Real estate
23:20 - Stock market outlook
25:00 - Rising wealth of millennials
27:35 - Homebuilders
31:05 - Bitcoin
33:35 - Value investing
36:50 - Inflation hedge

#stocks #investing #economy