The Well-Timed Strategy Podcast
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Each week, University of California Business Professsor Peter Navarro and hedge fund manager Matt Davio present their weekly analysis of the economy and financial markets for discerning business executives and stock market investors. The analysis is based on the framework first developed in Navarro's bestselling investment guide "If It's Raining in Brazil, Buy Starbucks" and further extended in Navarro's latest book from Wharton Press, "The Well-Timed Strategy: Managing the Business Cycle for Competitive Advantage." Catch the print edition of this podcast and the Davio-Navarro Daily Blog at www.peternavarro.com.
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