and the great depression continued. but ricardo and adam smith, the fundamental forbearers of the system of allocating capital would around wants efficiency. anthony: we had a cat his mick a cataclysmic event this week. >> the markets are quick to adjust. anthony: in the last 48 hours, understood this scenario, higher interest rates, higher earnings growth, who will be the beneficiary. >> let's look at several infrastructure plays. everything that we can think about that we need help on. that's fiscal policy augmenting monetary policy. companies like mueller industries, mli in memphis, tennessee. >> i actually visited them. >> you also probably visited the elvis presley museum. basically the stock is a beneficiary of construction and copper that they process. hard rocks, companies that rent equipment like united rentals. $45 billion industry fragments, likely to consolidate. companies that make asphalt equipment in chattanooga. there is a whole array of companies. the second area that's more obvious is the banking industry. we'll unleash the power and unleash the loan capability.
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