

Equity Bullishness and Skew in the Market
Apr 18, 2024
Amanda Lynam, Amy Wu Silverman, and Chris Ailman discuss market skew, bond outlook, and equity bullishness. Topics include global credit outlook, skew in the market, potential soft landing for the US, and equity market outlook. Insights on market dispersion, interest rates, financial resilience of big tech companies, asset allocation strategies, and the impact of remote work on luxury housing market trends.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Insights on Market Dispersion, Interest Rates, and Strategic Credit Allocation
02:09 • 6min
Financial Strategy and Tech Bond Issuance Discussion with Market Update Segment
08:05 • 5min
Market Insights and Asset Allocation Strategies
12:37 • 14min
Analysis of Housing Market Trends and Remote Work Impact
26:38 • 3min
Multiple Topics: EV Charging, Starbucks Unions, Taylor Swift Album
29:28 • 4min
Exploring the Resurgence and Appeal of Vinyl Records
33:01 • 2min