The W.I.P‪.‬ Walter

Sticky inflation has the market in fear of future rate hikes. What did Jerome Powell say about the Fed’s likely next move? Hedge Funds repositioned their investments last month. How did their strategy change? FinTech giant SoFi announced earnings giving insight into the company and its mostly millennial and Gen. Z clientele. How are they faring in this economy?

Our conversation is with farmland investment expert Jacob Taylor. Jacob is the 6th generation of row crop farmer. In addition to running the family farm, Jacob works for a super regional ag lender helping farmers from across Illinois get access financing. Jacob is also partnered in a private equity firm specializing in providing agricultural investment in projects across the United States.

Geopolitical tensions mean oil prices are going up. How do higher prices at the pump impact the Fed? Higher interest rates can be good for bond investors. What do elevated rates mean for stocks? Tesla is having a bumpy start to 2024. Why is the EV giant having troubles?

March gave us a hot jobs report. How will the Fed react? Inflation has increased for three straight months. Why isn’t inflation falling anymore? Banks of all sizes are reporting earnings. What are investors looking for in the numbers?

The European Central Bank is getting ready to cut interest rates. Why won’t the ECB follow the Fed on rate policy? General Electric competed its latest spinoff this week. Do spinoffs actually payoff? Collectables are big business, but should you invest in them?

Cocoa prices are running wild. How will more expensive chocolate impact your Easter? The Social Security Administration expects fund reserves to deplete in 2037. What can be done to fix the social safety net? Asset location can move the needle toward meeting your retirement goals. We explore this investment strategy.