Single Best Idea with Tom Keene: Jim Caron & Joe Davis

Jim Caron, an economic strategy expert, and Joe Davis, a seasoned investment analyst, dive into compelling financial discussions. They explore the resurgence of bonds and the pivotal role of AI in enhancing business efficiency—especially in streaming. The pair analyze inflationary impacts on Federal Reserve policies and unemployment data. They express optimism regarding risky assets amid evolving credit spreads and reveal the significance of long-term economic strategies in investment, emphasizing AI's influence on corporate earnings.