Innovation with Mark Peter Davis Navigating the Changing Financial Landscape: A Conversation on Interest Rates, Politics, and Market Outlook
DESCRIPTION
On this week’s episode, I’m joined by Chris Zhang, Partner and Chief Investment Officer at Interplay, on the current state of the world markets and the shift in interest rates signaled by the Federal Reserve. This is Chris’ first time back on the pod since June, so we have a lot to dive into.
We discuss the mixed reactions in the market, with some seeing opportunities amidst the changes, especially in commercial real estate, while others are concerned about the potential long-term effects. Chris explains the implications of this shift on various financial assets and the mixed reactions in the market. We dive into political tensions and emphasize the importance of monitoring the 10-year Treasury yield as an indicator of economic health.
Chris also shares some hopeful news, highlighting that consumer spending and the job market remain strong, which provides a sense of optimism and supports the idea of a "soft landing."
As usual, big thanks to Chris for taking the time to share his insights!
Links:
*DISCLAIMER*
Interplay Family Office LLC (“Interplay”) is registered as an investment adviser with U.S. Securities and Exchange Commission (“SEC”). Registration of an investment adviser does not imply any level of skill or training. Information about the qualifications and business practices of Interplay is available on the SEC’s website at www.adviserinfo.sec.gov._ Interplay only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Offering of asset management services through Interplay is pursuant to an investment advisory agreement.The views expressed in this <<insert advert type, i.e., podcast>> are subject to change based on market and other conditions. The <<insert advert type>> may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Information communicated during the <<insert advert type>> does not involve the rendering of personalized investment advice but is limited to the dissemination of general market information. A professional adviser should be consulted before implementing any of the strategies or options presented. The <<insert advert type>> is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Neither Interplay nor its advisory persons render tax or legal advice. Please consult your tax and legal advisors for advice concerning your circumstances.