

Closing Bell: Slower Fed, Smaller Gains? 10/10/24
Oct 10, 2024

Guest
Ed Yardeni
Guest
Cameron Dawson
Guest
Joe Terranova
Guest
Sebastian Page

Guest
Liz Ann Sonders
Guest
Kevin Gordon
Ed Yardeni, president of Yardeni Research, shares his insights on economic trends, while Cameron Dawson from New Edge Wealth discusses investment strategies. Joe Terranova, a market strategist at Virtus, and Sebastian Page from T. Rowe Price highlight risk-taking opportunities in the current landscape. Liz Ann Sonders and Kevin Gordon from Charles Schwab explore market positioning amid rising interest rates. They debate the implications of a slower Fed on stock performance and the potential growth in sectors like small caps and emerging markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Market Dynamics and Earnings Insights
02:04 • 11min
Interest Rates and Economic Resilience
13:01 • 7min
Market Movements and Investment Strategies
20:01 • 3min
Navigating Market Opportunities
23:10 • 6min
Navigating India's Market Surge
29:16 • 4min
Market Dynamics and Earnings Insights
33:14 • 13min
Analyzing Technology Market Dynamics: NVIDIA vs. AMD
46:02 • 2min