AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Bloomberg Businessweek
Fed Shift Rates Debate From ‘How High’ to ‘How Long’
Aug 15, 2023
Molly Smith and Ira Jersey discuss the latest US economic news and Fed policy. Isabelle Freidheim explains the goldmine of emerging markets for publicly traded companies. Joel Weber talks about the threat of war with China in Taiwan's next election. Lisa Erickson discusses the equity market and wealthy investor concerns.
41:24
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The US equity market is experiencing volatility, and investors should maintain a balanced approach in equities and fixed income due to uncertainty about future growth potential and policy direction.
- Wealthy investors are advised to stay strategically positioned in equities and fixed income, avoiding significant overweight or underweight positions, as there is ongoing uncertainty surrounding growth potential and policy directions.
Deep dives
Uncertainty in the Equity Market
The US equity market is experiencing volatility, with investors being swayed by news flow, inflation concerns, and uncertainty about the Federal Reserve's monetary tightening policy. The recommended approach is to stay strategically balanced in equities and fixed income, as there is a lack of clarity about future growth potential and policy direction. A cautious, long-term perspective is advised, maintaining a neutral outlook on the equity market.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode