Daniel Kern

Chief Investment Officer at TFC Financial Management and 1 other company
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  • There is no urgency for the Fed to raise rates, nor is there a need for the Fed to ‘rescue’ the economy by cutting rates.

  • Global real estate is an enormous part of the global economy, so it should have a role in an investor’s portfolio.

  • I always wonder during a sell-off like this if there is systemic risk related to low volatility; have too many people piled into low-volatility strategies? I think the answer is no, but it would be comforting to hear insights from Powell because he really has a unique perspective.

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