Macro Mondays #26 - Are central banks asleep at the wheel? Guest: Cathie Wood
Dec 3, 2023
Renowned tech investor Cathie Woods discusses the rally in duration heavy equity assets through 2023, the impact of central banks on the market, and the redefining of markets through innovation. The conversation also touches on investment strategy, oil market dynamics, and the potential rebound of ISM services.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Monetary Policy Transition and European Economy
03:21 • 26min
Redefining Markets Through Innovation
29:17 • 13min
Discussing Investment Strategy and Oil Market Dynamics
42:37 • 2min
Central Bank Actions and Humorous Anecdote
44:53 • 2min
Discussion on Economy, Financial Markets, and New Offering in Digital Assets
47:14 • 4min