

Big Tech Earnings, The Fed's July Meeting in Focus
Jul 29, 2024
Mark Heppenstall, President and CIO of Penn Mutual Asset Management, Ecaterina Bigos, CIO of Core Investment at AXA Investment Managers, and Eric Holcomb, Governor of Indiana, delve into the impact of Big Tech earnings, especially around AI investments. They discuss the pressure on tech firms to monetize AI and the Federal Reserve's monetary policy amid strong U.S. GDP growth. The conversation also touches on the evolving financial markets, geopolitical tensions, and innovative initiatives in Indiana that connect local and global research efforts.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating High Expectations: The Future of AI in Tech Earnings
01:47 • 2min
Navigating Market Shifts
03:28 • 6min
Navigating Major Financial Events and Market Impacts
09:03 • 2min
Global Economic Insights and Federal Reserve Implications
10:47 • 16min
Exploring Innovation and Collaboration in Science and Technology
26:18 • 3min