

June PCE, Energy & the Election, and the State of Health Care 7/26/24
Jul 26, 2024
Roger Ferguson, a former Fed Vice Chairman, predicts inflation trends with insights on recent PCE data. Former President Barack Obama discusses his endorsement of Vice President Kamala Harris, sparking debates on her potential impact on energy markets. Helima Croft analyzes how a Harris presidency could affect oil prices amid global changes. Lastly, Marc Miller, CEO of Universal Health Services, shares the company's strong earnings and the evolving landscape of healthcare, reflecting positive growth and labor market improvements.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Market Trends and Future Prospects
01:56 • 6min
Corporate Updates and Political Implications
08:07 • 13min
Crypto Politics and Economic Outlook
21:03 • 17min
Strengthening Healthcare Labor Market and Revenue Growth
38:25 • 2min
Market Insights: From Tech Disruptions to Earnings Forecasts
40:24 • 2min
Navigating Market Risks and Hedging Strategies
42:18 • 4min