Halftime Report Reaction to Powell 8/25/23
Aug 25, 2023
Investment committee reacts to Powell's speech; upgrade for Netflix; set up for big earnings; market reaction to Fed's stance; setting targets and managing risks; managing stocks and upcoming interview; Netflix's rebalance and Disney's struggles; interview with Chicago Fed President; Powell's statements and Fed's performance
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Market Reaction to Federal Reserve Stance on Monetary Policy
01:38 • 8min
Setting Targets and Managing Risks
09:36 • 13min
Managing Stocks and Upcoming Interview
22:55 • 2min
Netflix's Investment Rebalance and Disney's Struggles
24:58 • 4min
Interview with Chicago Fed President on Soft Landing and Inflation
29:04 • 2min
The Federal Reserve's Performance and Chair Powell's Statements
31:05 • 17min