

Labor and Geopolitical Uncertainty Weigh on Markets
Oct 3, 2024
Amanda Lynam, Head of Macro Credit Research at BlackRock, discusses the current landscape of corporate credit and bond market signals affecting future rates. Dan Ives, Senior Equity Analyst at Wedbush Securities, dives into Tesla's recent delivery issues and OpenAI's significant funding round. Sophia Drossos, Economist at Point72, analyzes new economic data and recent Federal Reserve discussions, tying these insights to labor market trends and their implications for consumer behavior.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating the Credit Landscape
01:33 • 6min
Exploring Crypto Enthusiasm and AI Business Strategies
07:22 • 2min
Apple's iPhone Launch and AI Growth Insights
09:02 • 14min
Exploring Economic Insights and AI Value in Business
23:23 • 2min
Shifting Alliances in the Eastern Mediterranean
25:07 • 4min
Geopolitical Dynamics and Leadership Lessons from History
29:25 • 3min