Rosenberg Round-Up It’s Not a Drag Getting Old: An Emerging Investment Theme
May 10, 2024
Exploring the impact of aging on America's capital stock, analyzing non-farm payroll data, and discussing emerging investment opportunities in construction and aerospace sectors. The podcast also covers recent rate cuts in Europe, potential Fed cuts, and the need for renewal cycles despite quality improvements in aging assets like houses.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Analysis of Non-Farm Payrolls Impact on Market Expectations and Fed Cuts
01:59 • 2min
European Easing Cycle Analysis
04:19 • 3min
Exploring the Implications of Aging US Capital Stock
07:42 • 3min
Emerging Investment Opportunities in Construction and Aerospace Sectors
11:00 • 2min