In this quarterly recap, Matt turns the mic on Eric to delve into the remarkable performance of Q2, with the S&P up 4% and NASDAQ up 8%. They discuss the ongoing market strength, particularly driven by mega-cap growth companies and AI investment. The conversation covers the complexities active managers face, the unique AI spending cycle, the role of big balance sheets, and significant capital deployment. They also touch on historical market trends, fixed income perspectives, election year influences, and the rise of crypto. Please enjoy this second quarterly recap of 2024.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:00:41) Active Management Challenges
(00:02:04) AI Boom and Market Dynamics
(00:04:54) Tech Giants and Capital Deployment
(00:08:12) Fixed Income Insights
(00:18:29) Small Cap and International Performance
(00:21:00) Election Year Market Impacts
(00:25:26) Future Market Outlook
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