Investment Insights Podcast – December 6, 2013

Miller_PodcastBill Miller, Chief Investment Officer

We are entering into a period where good news is bad news.On this week’s podcast (recorded December 5, 2013):

  • Good news: U.S. economy is better with many positive indicators (employment, housing starts).
  • Bad news: Markets are not reacting to the good news, drawing into question Fed policy.
  • What we are doing about it: Remaining bullish for 2014, keeping an eye on interest rates and Fed tapering.

Click the play icon below to launch the audio recording.

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