The 2024 Robin Hood Investors Conference is in the books, having brought with it some interesting discussions and compelling investment ideas. Here are the highlights of this year's conference.
Fireside chat with Karen Karniol-Tambour
In a fireside chat, Karen Karniol-Tambour of Bridgewater Associates joined Mike Jacobellis of Argentum Peak to discuss a wide array of topics.
For example, when asked where she sees pockets of risk and opportunity, Karniol-Tambour said growth is going well as the Federal Reserve eases. Inflation isn't an issue, so she feels this is a good time to take on risk in the markets.
Karniol-Tambour also said valuation is already accounting for these things and that spending is being financed by income and balance sheets rather than...
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