

Market Recap: Trump Rally | Deficit Risks | Bullish U.S. Macro | Democratizing Hedge Fund Strategies
Nov 16, 2024
David Rosenberg, Chief Economist at Rosenberg Research, discusses the market's bullish sentiment following the elections and the impact of Trump's policies amidst geopolitical tensions. Jonathan Wellum highlights persistent inflation and the need for pro-growth strategies. Adam Johnson shares a bright outlook on GDP growth, focusing on nuclear energy and oil services as investment opportunities. Bob Elliot, CEO of Unlimited Funds, unveils how low-cost ETFs and AI can democratize hedge fund strategies, making them accessible to everyday investors.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Market Valuations and Geopolitical Implications
02:02 • 13min
Economic Concerns Amidst Political Shifts
14:43 • 4min
Economic Outlook and Investment Strategies
18:43 • 14min
Balanced Investing Strategies
32:26 • 4min
Redefining Investment Strategies
36:09 • 12min
Bold Predictions and Market Insights
47:39 • 2min