AAP Podcast #39: The Debt Ceiling, Yield Curve, and What We’re Watching

On this episode of the AAP Podcast, Chris Versace is joined by Todd Campbell, editor of The Street’s Smarts newsletter. The two start their chat catching up on recent events, including the debt ceiling with Todd recapping how the market responded to the last debt ceiling event in 2011. Chris and Todd then shift gears to the yield curve, oil, the consumer, and the likely course of Fed policy. Todd shares how he’s adapted his trading strategy in the near term, and Chris discusses a recent move with the Action Alert’s Plus portfolio. The conversation winds down with the two discussing AI, including what kinds of companies are poised to benefit and how paying attention to history is likely to be a smart thing.