What commodities look attractive here and why?<br /> <br /> Inflation CPI reports - just not looking good<br /> <br /> Major banks kick off earnings season..<br /> <br /> Guest: Robbie Miles, CFA - Allianz Global<br /> <br /> <a href="https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782"></a><br /> <br /> <br /> <br /> &nbsp;<br /> <br /> <br /> <br /> <a href="https://thedisciplinedinvestor.com/blog/wp-content/uploads/2023/10/Miles-Robbie_002.jpg"></a>Robbie Miles, CFA, ACA - Portfolio Manager (Director) in the Global Thematic Equity team, London<br /> <br /> Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis.<br /> <br /> Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm’s sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment &amp; Business from the University of Leeds. He is a CFA charterholder.<br /> <br /> <br /> Check this out and find out more at: <a href="https://www.interactivebrokers.com/">http://www.interactivebrokers.com/</a><a href="https://www.interactivebrokers.com/mkt/?src=tdi1&amp;url=%2Fen%2Findex.php%3Ff%3D1338" target="_blank" rel="noopener noreferrer"></a><br /> <br /> <br /> <br /> <a class="twitter-follow-button" href="https://twitter.com/andrewhorowitz" data-size="large" data-show-count="false">Follow @andrewhorowitz</a><br /> <br /> <br /> <br /> Looking for style diversification? More information on the TDI Managed Growth Strategy - <a href="https://thedisciplinedinvestor.com/blog/tdi-strategy/">HERE</a><br /> <br /> <br /> <br /> Stocks mentioned in this episode: (OIL), (DBC), (AAPL), (C), (JPM)

The Disciplined Investor

Andrew Horowitz - Host

TDI Podcast: Robbie’s Matrix (#864)

APR 14, 202452 MIN
The Disciplined Investor

TDI Podcast: Robbie’s Matrix (#864)

APR 14, 202452 MIN

Description

What commodities look attractive here and why?

Inflation CPI reports – just not looking good

Major banks kick off earnings season..

Guest: Robbie Miles, CFA – Allianz Global

TDI Podcast on Apple Podcasts

 

Robbie Miles, CFA, ACA – Portfolio Manager (Director) in the Global Thematic Equity team, London

Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 years of investment experience. He is the lead portfolio manager of two global equity strategies, Positive Change and Food Security, having previously co-run the Global Sustainability fund. He is a Director within the Global Thematic team, which combines bottom-up stock research with thematic analysis.

Robbie joined AGI in 2014, spending 4 of those years in San Francisco, leading the firm’s sustainable investment integration process in the US. Before joining Allianz Global Investors, he qualified as a Chartered Accountant with PwC. Robbie has a first class degree in Environment & Business from the University of Leeds. He is a CFA charterholder.

Check this out and find out more at: http://www.interactivebrokers.com/Interactive Brokers - Why IB?

Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE

Stocks mentioned in this episode: (OIL), (DBC), (AAPL), (C), (JPM)