

Surveillance: Hollenhorst on the Fed
Aug 31, 2023

Guest
Max Verstappen
Guest
John Stoltzfus
Guest
Jan-Patrick Barnert
Guest
Cameron Dawson
Guest
Andrew Hollenhorst
Citi Chief US Economist expects the Fed to pause in September. Oppenheimer Asset Management Chief Investment Strategist predicts S&P to finish the year at 4,900. Newedge Wealth Chief Investment Officer sees no evidence of an imminent recession. UBS's record breaking profit is discussed. Red Bull Racing F1 Driver looks ahead to the Monza Grand Prix.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
The State of the Housing Market and Challenges Facing the US Consumer
01:49 • 11min
Consumer Discretionary Performance and Big Tech Stocks
12:24 • 3min
Stocks, Electrification, and Returning to the Office
15:38 • 2min
The Market's Potential for Correction
18:05 • 10min
Risks and Competition in a Recent Merger
28:16 • 5min
Max Verstappen's Motivation and Desire for Success
33:02 • 7min
Reluctance to get involved, a race decision, and upcoming event
39:53 • 3min