

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Analyzing the Resilience of Consumers and Stability of Housing Prices
01:46 • 17min
Exit Strategies, Potential IPO, and Sponsor Highlights
18:45 • 2min
Taiwan's Complex Relationship with China
20:29 • 13min
China's Concerns and Geopolitical Complexities in Taiwanese Presidential Election
33:51 • 2min
The Importance of Using Verified Data in AI and Discussion on the Equity Market
35:39 • 2min
Neutral Stance on US Equity Market and Concerns of Wealthy Investors
37:35 • 4min
Uptick in Interest in Private Markets and Potential Benefits of Long-Term Investments
41:17 • 3min