Investment Insights Podcast – July 29, 2015

miller_podcast_graphic Bill Miller, Chief Investment Officer

On this week’s podcast (recorded July 23, 2015)

What we like: Mid-cycle economy call; more consumer, residential and employment focused economy; 42-year low for unemployment; strong housing

What we don’t like: Possible monetary mistake from Janet Yellen; potential rise in interest rates will cause concern in investors’ minds

What we’re doing about it: Watching how strong the economy is and listening to what Janet Yellen is communicating

Click here to listen to the audio recording

The views expressed are those of Brinker Capital and are not intended as investment advice or recommendation. For informational purposes only. Holdings are subject to change

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