

Traders Ready for Jackson Hole and DNC
Aug 19, 2024
Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, analyzes recent equity market movements and whether we've exited correction territory. Kelsey Berro from JP Morgan Investment Management discusses how fixed income acts as a hedge amid market uncertainty. Meanwhile, Henrietta Treyz, Managing Partner at Veda Partners, shares insights on the upcoming Democratic National Convention, Kamala Harris's strategies, and how political dynamics might influence the presidential race. Together, they provide a comprehensive look at markets and the political landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Small-Cap Stocks: A Balanced Perspective
01:51 • 4min
Exploring Economic Models and Market Indicators
05:49 • 2min
Navigating Fixed Income Trends
08:06 • 8min
Investment Strategies and Political Climate
16:11 • 3min
Navigating the Political Landscape Ahead of DNC
19:37 • 4min
Navigating Florida's Political Landscape and Economic Insights
23:14 • 4min
The Shift in Travel Dynamics
27:12 • 3min
Protecting Players: The Guardian Cap Debate in the NFL
30:21 • 4min