

Markets, PCE, and Obama Endorsement
Jul 26, 2024
Cam Dawson, CIO at NewEdge Wealth, analyzes market reactions to PCE data, while Neil Dutta from Renaissance Macro Research provides insights into the economic landscape. Greg Valliere, Chief US Policy Analyst at AGF Investments, discusses the impact of Obama’s endorsement of Kamala Harris amid shifting US political stances. Gene Munster, Managing Partner at Deepwater Asset Management, wraps up the conversation with a look at big tech earnings and the future of AI investments, keeping listeners engaged with industry trends and economic forecasts.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Economic Tides
01:41 • 6min
Elevating Wealth Management Solutions
08:05 • 2min
Political Strategies and AI Investments
09:53 • 12min
Fashionable Insights and Financial Solutions
21:33 • 2min
Preparing for Paris: Olympics, Immigration, and Pet Costs
23:35 • 5min
Hotel Gym Experiences and Wellness Suites
28:25 • 3min