Economic Outlook - There is significant uncertainty regarding the economy and interest rate direction for the year [1] - The Federal Reserve (FED) decided to keep interest rates steady in their latest meeting, which was anticipated [1] Investment Strategy - The focus is on dividend investing in quality blue-chip stocks, Business Development Companies (BDCs), and Real Estate Investment Trusts (REITs) [1] - The investment approach is characterized as buy-and-hold, prioritizing quality over quantity [1] - The goal is to help lower and middle-class workers build investment portfolios of high-quality, dividend-paying companies [1]

Units of Indian real estate investment trusts are poised to extend gains on the back of falling interest rates and a buoyant commercial property market, analysts tracking the sector said https://t.co/vgB7LgWDXD ...

Private credit inflows getting a boost and my next guest is seeing even more positive signs ahead for the credit market. Joining me now is Bruce Richards, CEO of Marathon Asset Management here at Post 9. Bruce, good to see you. Good to see you, Mike.Um, really the credit markets, I mean, measured however you want to measure them through this entire year, which has been noisy with the tariff scare and everything have really not buckled at all, right. I mean, spreads remain tight. Demand for credit product re ...

We've got Thomas Hayes, Great Hill Capital Chairman and Managing Member here. So, as we think about the SLR, of course, as we're hearing from Fed Chair Jal, who was commenting on it during his two-day stint on Capitol Hill, both discussing with the House Financial Services Committee and then additionally with uh the Senate yesterday here, this question came up. The SLR was supposed to act as a backs stop to riskbased capital requirements.Too often, the SLR acts as a binding requirement for US banks. They we ...

Americans deserve lower interest rates. We want to see the cost come down on mortgages and car loans and credit cards. Those lower interest rates matter.But Donald Trump's chaotic tariff policy is making it a whole lot harder to get to that place. Donald Trump promised on day one he would lower costs for families. And here we are more than 150 days in and all he's doing is driving up costs for families in order to produce giveaways for millennials.Chair Pal said yesterday that he would have lowered the inte ...

Jim South to the president of Apollo Global Management. Jim, good morning. Good morning, Jonathan, and happy birthday, sir.It's good. Thank you very much. I appreciate it.We will spend too much time on the Federal Reserve, but I do want your reaction to this journal piece overnight. Well, I think I think that the president's already one, it's a great distraction of headlines. I personally don't think he's going to name anybody too early because right now he's in the catbird seat of blaming without accountab ...

But your next guest says a power struggle at the Fed could actually boost stocks. Joining us now is the aforementioned David Zervos who has mysteriously taken the chair of Christina Parsons. That was quick. We just It's amazing how that happens in television. Two Greeks though, I think, right? One Greek for another. That's fantastic. No, no judgment. You're both equally great. Uh, thanks for joining us, David. Always a pleasure. Why would a fight at the Fed be good for stocks? I don't think there's a fight. ...

Let's bring in Muhammad Ali. Muhammad is gonna have a few thoughts on this for sure. Alian's chief economic adviser, Muhammad.And here's the thing with the president's um kind of furer at Powell who is is not being very dovish right now. And and we've seen this with Supreme Court picks as well. You know, you think you're getting a conservative and you know, so is the president going to go out of his way to get someone who he thinks is going to be Look at everyone he's appointed to his cabinet the second tim ...

It is possible like I say tariffs are the all imported goods is only 11% of GDP. So if it stays in its lane it can be have a modest impact. I'm a friend and fan of Governor Wallers.We get along very well. My and I do think in a theoretical he's right that a one-time tariff ought to be in theory a transitory inflation shock. But like I said, I gave a speech at the big auto symposium in in January which went just went through the thing that everyone knows that was literally the same logic at the time of CO th ...

Last year we made 13.7% billion in in profits and this year I think we're going to beat that. Wait 13.7% billion in profits. Last year and this year I think we can do a little bit better.Look only with only having $155 billion. You know the Fed didn't cut the rates. We have been saying that for a long time and you know kind of was true.So the rates are still around 5%. So you do the math it's you know give or take 7.5% billion just because of that and then all the rest we are doing all the other investments ...