

Cautious Start to Asia Trading on Volatility Concerns
Aug 12, 2024
In this discussion, Adam Coons, Co-Chief Investment Officer at Winthrop Capital Management, and Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, delve into market volatility impacting Asian trading. They highlight shifts towards high-quality tech stocks and the bond market amid inflation fears. Eric Lynch from Scharf Investments shares insights into the mixed sentiment around AI investments, while Louis Navellier of Navellier & Associates discusses economic shifts affecting tech and stable sectors. The group also anticipates the launch of TMSC's Arizona plant and its implications.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating Market Volatility and Investment Strategies
01:35 • 15min
Analyzing Financial Conditions and Market Divergence in Asia
16:51 • 2min
Investor Sentiment on AI and Tech Sector Performance
18:31 • 3min
Navigating Economic Shifts
21:34 • 10min
Anticipating TMSC's Arizona Startup and Fertility Industry Insights
31:47 • 2min