Here is the latest conversation I had with money manager Andrew Horowitz…. new insights for anyone who invests in anything.

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click ► to listen:

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  1. *wingz* says:

    Great – when will it get into i-tunes so I can get it onto my ipod?

  2. deowll says:

    I did listen. Might be prudent for you guys to avoid politics.

    As for me I think 4 more years of Obama is going to result in interest starting to go up and when that happens what we have to pay out as interest on the debt will sky rocket. 3% interest will double what we have to pay out without reducing the debt by one penny. That is when we completely implode.

  3. Jim says:

    i listen more for the insights you talk about more than anything else. and i have to admit, it’s a lot different than I hear a lot of places. and it’s in a more friendly manner than most places as well as intelligible.

    as for you deowll, interest rates have to go up eventually, they just have to to normalize things. i personally think they have to consider raising them sooner so that they take away the incentive to keep the money parked in cash and let the market say “you’ll make more by spending it on things like new equipment in your plants here in the US, workers wages so that they can maybe buy your products, etc. but as for what rates we’ll be paying and how much it’ll affect the budget, that all depends on whether the majority of the bonds are short-term, or longer term. if they’re shorter term we may not do as bad (as shorter term borrowing usually has net lower interest rates than longer term). if they’re more longer term, then that could be a problem.


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