Jeff Muhlenkamp was part of the live interview, “Fed must keep rates ‘higher for longer’ if US economy is going to grow: Stephen Guilfoyle” aired on August 15, 2023. If you wish to view this video, visit Fox Business Network’s The Claman Countdown here: Watch a Recording of Jeff’s Interview .
In the interview, Jeff explains why he isn’t a momentum investor. He also discusses his concerns about the possibility of a recession and whether inflation will continue. He states that “…data has led him to have a much more positive outlook on the US economy…” so things seem to be looking up. Jeff also mentions some sectors that are interesting him now.
There’s a lot of information in this seven minute clip. We hope you enjoy hearing Jeff’s perspective.
The opinions expressed in the video are those of Muhlenkamp and Company and are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.