Conference Call Replay | Payments, Processors, and IT Services: Guns, Germs, and Inflation - Our Updated Stock Picks in the Current Macro Environment
May 31, 2022
8:00 AM PD / 11:00 AM ET
The current investment environment — where investors are grappling with inflation at 40-year highs, geopolitical tensions reminiscent of World War II, sharp interest rate hikes for the first time since the financial crisis, and, certainly not to be forgotten, the lingering effects of the COVID-19 pandemic, which is still causing whole sectors to whiplash (e.g., travel up, streaming down) — is, in a word, daunting.
On Tuesday, May 31, at 11 AM Eastern, Lisa and Eugene held a clients-only conference call to discuss their revised stock preferences informed by the assessment of the historical periods of macro volatility analogues to today (see research note here: Guns, Germs, and Inflation — Our Updated Stock Picks in the Current Macro Environment, May 27, 2022) and informed by the takeaways from the recent 4th Annual Payments, Processors, and IT Services Summit (see research note here: Highlights from MN’s 4th Annual PPI Summit, May 26, 2022)
Lisa and Eugene also addressed investor Q&A during the conference call.
Click here for replay
Click here for protected slides