This chapter delves into recent market trends, including the S&P 500's performance and the impact of Federal Reserve decisions on yields. The conversation covers the market impact of Nvidia's share drop, shifts in US Treasury rates narrative, and strategies for fixed income investments in response to changing economic conditions.
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Michael Pachter, Entertainment Analyst at Wedbush Securities, discusses Netflix pivoting from a high-growth, low-profit business to a slow-growth, high-profit business. Bloomberg News Federal Reserve Reporter Catarina Saraiva talks about the Fed resetting the clock on rate cuts and questioning if rates are high enough. Bloomberg News Senior Editor Dimitra Kessenides and Francisco Veloso, Dean of INSEAD Business School, share their thoughts on the future of B-Schools. And we Drive to the Close with Janet Rilling, Head of the Plus Fixed Income Team at Allspring Global Investments.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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