How to Price Technology Stocks for a Recession

Jeremy, Jeremy and Nir discuss their market theories for the upcoming week and where the market is headed. Nir defends the Fed and gives his opinion on their choices. He tells us about AI’s potential and current impacts on the economy. Nir gives us his hypothesis on how AI will affect the market in the upcoming year after last year's market readjustment. He discusses the purchase of tips in an inflated market. He dives into his view on high yield bonds, foreign investments and the risk/reward of current geopolitics. Guest: Nir Kaissar, Chartered Financial Analyst, founded Unison in 2005. Unison manages diversified portfolios for institutions and individuals using a data-driven, systematic approach to asset allocation. Nir is also a columnist for Bloomberg Opinion, writing about markets, investing, economics and public policy. Learn more at: https://unisonadvisors.com/?page_id=61 Connect on Twitter: @nirkaissar