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A new podcast episode on YouTube examines the U.S. national debt issue and how it might be addressed. Liz Thomas hosts the conversation, joined by Marc Goldwein from the Committee for a Responsible Federal Budget, to discuss the significance of the national debt for investors and potential ways to resolve the problem.
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Liz Thomas has previously attributed a 14% year-to-date gain in the S&P 500 to growth in forward EPS despite a price-to-earnings drag, as reported in an earlier article. She also noted stronger performance in defensive sectors such as consumer staples and health care in separate coverage. Thomas’s recent reporting continues to focus on factors shaping market sentiment and investor decision-making.