

Upside Risks to Inflation and Outlook for a US Recession
Jun 20, 2024
Global Chief Investment Strategist at BlackRock, Chief Economist at Apollo Global Management, and Chief Investment Strategist at iCapital talk about global markets, Fed's stance on rate cuts, predicting market trends with AI technology, and investment strategies for public and private markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Challenges in Portfolio Diversification and Central Bank Policies in a Changing Economic Landscape
02:10 • 4min
Exploring Financial Services Offered by Nationwide and Stiefel
06:38 • 2min
US Economic Outlook and Federal Reserve Policy
08:16 • 10min
Analysis of Current Inflation Rate and Outlook for a Decline
18:02 • 3min
Predicting Market Trends with AI Technology
20:46 • 7min
Market Investment Strategies for Public and Private Markets
27:38 • 3min
The Chipotle Boy Bowl and Taylor Swift's Influence
30:20 • 4min
Emerging Artist Memory and Salesforce AI Ad
34:22 • 2min