
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