China’s stimulus and the Fed’s rate cut aim to boost their economies—will it be enough? Jeremy Schwartz, WisdomTree’s Global Chief Investment Officer, joins James Connor to discuss their impact on markets, the global economy, and where the risks and opportunities lie. They explore whether these moves can prevent a recession, stock market valuations, US elections, and how investors should position themselves. Jeremy also weighs in on geopolitical risks, including conflict escalation in the Middle East and tensions involving Taiwan, and explains why he likes commodities like oil to hedge them.
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Chapters:
1:17 - China Stimulus & Market Reaction
4:31 - Why Jeremy’s Team At WisdomTree Are Skeptical About China’s Stimulus
5:24 - China’s $113 Billion Equity Support & Geopolitical Concerns
8:33 - US Economic Growth & Fed Rate Cuts
10:39 - Money Supply, Inflation, and the Fed’s Policy Challenges
14:22 - Is the US Headed for a Recession?
15:39 - Global Impact of US and China Economic Policies
18:32 - Market Outlook: S&P 500, Valuations & Small Caps
21:29 - Tech Sector Valuations: Is This Another Bubble?
26:03 - Small Caps vs. Large Caps
27:41 - Corporate Earnings & Consumer Weakness
30:15 - Interest Rates & Yield Curve Discussion
32:50 - Commodities as Portfolio Hedges
35:25 - Economic Outlook for 2025 & Geopolitical Risks
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#Economy #Finance #Investing #Markets #Geopolitics #EconomicOutlook #Fed #China #USA #InterestRates #FinancialMarkets #InvestmentTips #WealthManagement #Wealthion #Wealth #Oil #SP500
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