The Walker Webcast Kate Moore, Managing Director and Head of Thematic Strategy at BlackRock
Sep 7, 2023
Kate Moore, Managing Director and Head of Thematic Strategy at BlackRock, discusses cybersecurity, clean energy, US consumer strength, return to office, the CHIPS Act, AI impact, oil prices, and the Fed on The Walker Webcast.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Cybersecurity and Technology as Investment Opportunities
02:04 • 5min
Current State of US Consumer and Retail Industry
06:44 • 8min
Onshoring Chip Manufacturing in the US
14:33 • 17min
The Role of Technology and Human Judgement in Investment Decisions
31:27 • 2min
Interest rates, predictions, and potential for rate cuts
33:20 • 14min
Fluctuations in Oil Prices and Potential Impact on Economy
47:05 • 3min
The Current State of the VIX and Its Implications
49:49 • 8min