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Brian Stewart

๐Ÿ‘ค Speaker
1348 total appearances

Appearances Over Time

Podcast Appearances

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

What else are you focused on?

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

Earnings wise, do you have anything to look ahead to?

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

I would also point to that conversation with Victor.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

He gives a few minutes about the Fed, and I find it very interesting.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

If you may not find it compelling, it's certainly interesting.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

I think it's compelling too, but you know.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

That's what makes horse races.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

As we close out this conversation, as we close out March, any final notes about the market as we head into the weekend?

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

As we're talking right now, the markets are down, treasury yields are up, hitting multi-month highs.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

Anything to note there, say?

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

Thank you for that.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

And it's interesting, funny that you called it a personality driven.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

I mean, you know, on point, too, in terms of the Fed.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

But the conversation was mostly predicated on me asking Victor what he would do if he were nominated instead of Warsh.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

So to your point that it's, you know, it's a very subjective affair these days.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

The first point that he was making is the connection between gold prices and interest rates and how the way that the conversation has turned with interest rates makes it more compelling for the long term case for gold and gold miners to that point.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

That was one of his main points.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

Yeah.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

Thank you, Brian.

Wall Street Breakfast
Wall Street Roundup: market shifts to defense

Any final words to close out or have we said them already?