

Asian Stocks Decline Following US August Jobs Data
Sep 9, 2024
Hilary Kramer, a CIO at Kramer Capital Research, joins Luke Stone, Portfolio Manager at Winthrop Capital Management, and others to dissect the recent decline in Asian stocks and its links to US job data. They explore investor anxieties around market stability, especially in light of geopolitical tensions and evolving tax policies. The conversation turns to the implications of the US presidential election on markets, as well as the intense Sino-US chip war and its impact on the tech landscape, showcasing the challenges faced by major players like Intel and Samsung.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Investor Anxiety
01:44 • 7min
Market Dynamics and Economic Implications
08:47 • 9min
Market Insights and Political Landscape Ahead of US Election
17:43 • 2min
Navigating the Political Battleground
19:49 • 8min
The Sino-US Chip War: Geopolitical Implications
27:25 • 6min
Expanding Horizons: South Korea's Tech Powerhouses
33:42 • 2min