

The Fed Holds Steady, Qualcomm Beats on China Strength
May 2, 2024
Adam Turnquist, Kunjan Sobhani, and Nancy Davis discuss the Fed's decision, Qualcomm's success in China, market strategies, and the impact of the Fed meeting on markets. They touch on inflation protection bonds, bond market stability, and AI's future in investment strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Fed Meeting Insights and Market Reactions
01:31 • 7min
Qualcomm's Success in China and Market Strategies
08:59 • 6min
Federal Reserve Meeting Recap and Market Outlook
14:49 • 2min
Federal Reserve Decision and Market Dynamics
16:53 • 6min
Insights on Investment Strategies and AI's Future
22:24 • 2min