Australian Investors Podcast CFA v Google Bard: 10 macro indicators, house prices & inflation expectations
Kerry Craig, CFA is the Global Market Strategist at J.P. Morgan Asset Management, a long-time sponsor of The Australian Investors Podcast.
Kerry Craig recently sits down with Owen Rask in an attempt to go against the AI talents of Google Bard, a generative AI language model.
Topics covered in this episode:
- The 10 most common macro indicators (and what doesn't work)
- Kerry's prediction for inflation, rates, retail sales, housing starts and unemployment
- Where will inflation end 2023?
- Are Emerging Markets (EM) everything they're cracked up to be?
- Will property keep recovering?
Finally, Owen and Kerry have a bit of fun predicting, higher or lower:
- Price of a 2017 Toyota Hilux (good condition) (asking for a friend…)
- US stock market (S&P 500)
- Japanese stock market (Nikkei)
- Aussie shares (ASX 200)
- A diversified all-of-market Australian bond index
Episode resources
Resources
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J.P. Morgan Asset Management
The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. J.P. Morgan Asset Management provides opportunities to strengthen and diversify investment portfolios through alternative income strategies with the JPMorgan Equity Premium Income ETF (ASX: JEPI), currently the world’s largest active ETF with assets under management of USD25.49 billion (as at 16th May 2023). For more information, visit their website.
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