Episode 1 - Growth of the Nifty Fifty

Dave discusses the growth of the Nifty Fifty in 1972-3. Carl hears about Dave’s experience as a new father of three, Assistant Portfolio Manager at IDS, and in the Army Reserves. In the markets, Dave covers interest rates, guns and butter, Nixon, inflation, and more. 

1:25 Personal Background

3:35 World Background

8:05 Nifty Fifty Background

13:15 Dave’s portfolio positioning

15:25 Going against the Wind 

17:15 Guns and Butter

19:25 Vietnam War Sentiment

20:50 Dave’s Army Reserve Experience

22:45: Interest Rates and the Markets