

US Equity Bullishness as Concerns Mount in Europe
May 6, 2024
Guests Liz Ann Sonders, Jackie Bowie, and Aoifinn Devitt discuss bullishness in US equities, concerns in Euro economies, stagflation, and the outlook for global markets outside the US. Topics include large caps, bifurcated market, Euro economy outlook, central bank perspectives in Europe, investment strategies, and challenges faced by small cap stocks. The podcast also touches on the entertainment industry deal talks, summer movie excitement, and navigating content creation challenges in the podcasting industry.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Market Dynamics and Earnings Performance Analysis
01:37 • 6min
Financial Planning Simplification and Central Bank Perspectives in Europe
07:18 • 2min
Contrasting Economic Conditions and Investment Strategies in Europe
09:11 • 13min
Small Cap Stocks Challenges and Cautious Outlook
22:32 • 3min
Entertainment Industry Deal Talks and Summer Movie Excitement
25:57 • 5min
Navigating Content Creation Challenges in Podcasting Industry
30:56 • 2min