• Brett Schafer

Investing Power Hour #9: 50% GDP Growth, Portfolio Concentration, Ideal Stocks For Inflation



Listen On:

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Discussed this week:


  • Running the numbers on ARK Invest's GDP growth projections

  • Does too much portfolio diversification hurt investors?

  • What stocks are good to own during inflationary periods?


Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.

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