Investment Insights Podcast – July 24, 2015

miller_podcast_graphicBill Miller, Chief Investment Officer

On this week’s podcast (recorded July 17, 2015):

What we like: The Greeks and Europeans worked out a deal, strong start to earnings season

What we don’t like: Attention shift to Janet Yellen’s plan to raise interest rates; raise could go into early next year

What we’re doing about it: Destinations reallocation maintained risk exposure; covered shorts and adding to our long positions in Europe

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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