Investment Insights Podcast – June 26, 2014

Bill MillerBill Miller, Chief Investment Officer

On this week’s podcast (recorded June 19, 2014):

What we like: A string of good economic news; earnings season looks strong; expectations rising; Fed tapering showing that they are being reasonable about their exit

What we don’t like: Fed seems to be ignoring the increased inflation

What we are doing about it: Emphasis on real assets; watchful of a summer correction.

Click the play icon below to launch the audio recording or click here.

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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