

Market Outlook Post-CPI and a Tech Breakdown
Sep 13, 2024
Katy Kaminski, Chief Research Strategist at AlphaSimplex, shares her insights on market trends, anticipating equity volatility as interest rates loom. Emily Roland, co-chief investment strategist at John Hancock Investment Management, discusses possible interest rate cuts and the tensions surrounding inflation. They also touch on the tech landscape, including major players like Apple and Nvidia, and the ongoing AI developments that are reshaping industries. Overall, the conversation balances caution with optimism amid changing economic conditions.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Market Insights and Investment Sentiments
02:04 • 5min
The Growth of Direct Lending and AI Innovations
07:03 • 2min
Navigating the Market: Quality and Caution
08:50 • 5min
Market Implications of a Fed Rate Cutting Cycle
13:43 • 3min
iPhone 16 Launch and AI Integration
16:21 • 7min
Navigating Tech Trends and AI Market Fluctuations
23:34 • 2min
Political Fatigue and Educational Equity
25:58 • 4min
Inspiring Global Cycling Journey and Business Insights
29:42 • 3min