

How Animal Spirits Can Carry US Equities
Nov 22, 2024
Lauren Goodwin, Chief Market Strategist at New York Life, discusses the economic divide of 'Two Americas' and its impact on market outlook. Vania Stavrakeva, Professor at London Business School, shares insights on Europe’s PMI performance and expectations for ECB rate cuts. Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence, predicts Bitcoin's rise to $100,000 and delves into the natural gas market's future amidst changing trade dynamics. The conversation reveals key trends in global equities and energy sectors.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Economic Disparities and Market Predictions
01:40 • 7min
AI's Economic Impact and Global Trends
08:36 • 5min
Eurozone vs U.S. Portfolio Rebalancing and Bitcoin Dynamics
14:06 • 10min
Natural Gas Prices: Trends and Futures Market Insights
24:03 • 2min
Shifts in Retail and Consumer Trends
25:42 • 6min
Anticipating Box Office Returns: Wicked and Gladiator
31:21 • 2min