Friday Investment Talk: Driehaus, US Stimulus, Value Stocks

Richard Driehaus, one of our favorite fund managers, passed away this week. His incredible investment performance came from his deep research.

Our consultant and analytic, Daniil Sayapin, joins us to discuss the economic choices the Federal Reserve will have to make as it faces increasing inflation.

We discuss the optimism in the US economy after the latest $1.9 trillion stimulus package was approved. The US is soon to become the world’s largest economy again.

Finally, we look at value stocks, particularly those involved in the airline, defense and hotel industries.