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Aug 12, 2022
08/22
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BLOOMBERG
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tom: where do you run at metlife? to get into the nuances of your portfolio but what does it mean for bond prices to see that kind of economic view? drew: well, you know -- we focus a lot on credit here, so the goal for us was to pick the assets you will get paid back for holding. and some of that payback is what is the yield on it and some of it is what is the credit on it? it is the time to be a little concerned and making sure you are paying close attention to the credit component and making sure you will get feedback for taking the risk that you thought you were taking. so there is various places you can do that. also in an inflationary environment, a real state tends to be a nice inflation hedge. and at metlife, we are fortunate enough to have an agricultural business, lending business, that provides some of that. lisa: real quick, we only have about 30 seconds, how frustrating is it to you, the market, the entire market trades risk on/risk off to a lower or higher oil price? drew: it is not frustrating so much a
tom: where do you run at metlife? to get into the nuances of your portfolio but what does it mean for bond prices to see that kind of economic view? drew: well, you know -- we focus a lot on credit here, so the goal for us was to pick the assets you will get paid back for holding. and some of that payback is what is the yield on it and some of it is what is the credit on it? it is the time to be a little concerned and making sure you are paying close attention to the credit component and making...
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so he decided to take a different path in 1989 vill hm. metlife farm was the 1st in germany to a dump stricter animal welfare rules. these include free, roaming for livestock all year round the use of straw and plenty of space in the stalls. unlike industrial agriculture, them with an unclear of stuff fin to the store, we have to move towards more regional farming and regional marketing, where we produce for the needs of our population and under conditions that are approved to ecological and sustainable india coalition in our hold. if in the were continuous for the 2 women. next, they have to collect eggs from the chicken coop. the farm has more than 1200 hands upon me. i've never collected eggs like this. this is oh, it's warm. it's really fresh gas. is it farming that needs to change or something else? the name is mine is the act. i think the problem is over consumption, the constant unnecessary demand from consumers. all right, and if we could just reduce that, then there'd be no problem there. then people would just be satisfied with what's available empathy versus eat. so both co
so he decided to take a different path in 1989 vill hm. metlife farm was the 1st in germany to a dump stricter animal welfare rules. these include free, roaming for livestock all year round the use of straw and plenty of space in the stalls. unlike industrial agriculture, them with an unclear of stuff fin to the store, we have to move towards more regional farming and regional marketing, where we produce for the needs of our population and under conditions that are approved to ecological and...
42
42
Aug 12, 2022
08/22
by
BLOOMBERG
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we still like the hmo and insurance names, signa or metlife. we like consumer stable names. most recent purchase we have done across large cap strategies is coca-cola. we are focusing on these balance sheets, focusing on debt ratios, on the quality of their earnings. we think this is where you'll find advantage if we have volatility in the fed keeping their foot on the gas. lisa: what about 90% through this earnings season. i did a stock mover that tom called the worst ever because it was not full of really big names. they are these little stories that tell a different story if how strong or weak the economy has. how much do you earnings matter as you talk about the fed and how much they will push back against the overall rally? victoria: if they did not matter as much -- they did not matter this much as much as i thought they would. i think it was because they thought margins would get compressed more. we would see earnings revisions come in more than what we did during the second quarter. it was not a great earnings season but it was better than people expected. a little b
we still like the hmo and insurance names, signa or metlife. we like consumer stable names. most recent purchase we have done across large cap strategies is coca-cola. we are focusing on these balance sheets, focusing on debt ratios, on the quality of their earnings. we think this is where you'll find advantage if we have volatility in the fed keeping their foot on the gas. lisa: what about 90% through this earnings season. i did a stock mover that tom called the worst ever because it was not...
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Aug 30, 2022
08/22
by
ALJAZ
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took as his premium frames a huge him posted the ne, marco to new york stana yardage and his other. metlife went abroad. improv. what good. i'm glad that is what i told them to try to call them in on cost any storage progeny or some they stuck in august and sat, as i said, ash anna aqua ye guarantee o. below option i, my obvious history super adriano sent around his art on a controversial many duly nice. p t running would will on darcia may sure. chalicia don't union sean or job is not a michael, who absolutely summer dork or why alicia be tennis missed i am old malady narceena . good to they moultrie. good condition of ashley personnel, local or poor nanosecond to negative, eat on it down option b. i some summary as notice mr. summer, i anesthetic idiotic artist that has been the subject of them said se, then anthony jackson's about. other, it doesn't open peter. alex is others by mistake. the, again, a crush me up a dog. yes. now as if i'd just rather do that. this is a good theater touching puzzle. others on this bear with me one more time. and he's at work that jennifer acquiesced. have
took as his premium frames a huge him posted the ne, marco to new york stana yardage and his other. metlife went abroad. improv. what good. i'm glad that is what i told them to try to call them in on cost any storage progeny or some they stuck in august and sat, as i said, ash anna aqua ye guarantee o. below option i, my obvious history super adriano sent around his art on a controversial many duly nice. p t running would will on darcia may sure. chalicia don't union sean or job is not a...
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how about metlife? >> metlife is up this morning nicely, they have a 3.2% dividend. don't like it when the yield curve comes like this so that is why i like it, the yield curve will stephen and these insurance company's make a lot of money when that happens and you have a conservative company paying 3.2% and growing. stuart: we like to hear it is growing. thanks for joining us, see you again soon. thanks a lot. i want to take a look at coin base, that is moving up 22%. lauren: black rock, a crypto trading partnership targeting institutional alliances that have a lot of money during crypto winter. something else is happening in crypto, how bad is this winter because you have bitcoin michael stabler of michael strategies who owns the most bitcoin of anybody comes tipping down, the chairman wants to focus more on bitcoin strategy. begging the question is the crypto winter fraught? stuart: what a move. and ebay, up or down, 5%. lauren: several brokerages, price targets. and the consumer overall is falling down. how often will -- do something expensive now. stuart: on the
how about metlife? >> metlife is up this morning nicely, they have a 3.2% dividend. don't like it when the yield curve comes like this so that is why i like it, the yield curve will stephen and these insurance company's make a lot of money when that happens and you have a conservative company paying 3.2% and growing. stuart: we like to hear it is growing. thanks for joining us, see you again soon. thanks a lot. i want to take a look at coin base, that is moving up 22%. lauren: black rock,...