How should I be positioned? with Jason Thomas (Carlyle) and Jason Draho (UBS CIO)

Jul 25, 2024

Jason Thomas and Jason Draho discuss the US macroeconomic environment, growth outlook, inflation, and Fed rate cuts. They analyze portfolio positioning preferences and explore topics like potential Fed rate cuts, slowing consumption growth, inflation data, and the impact of inflation and interest rates on consumer segments and market performance.

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Intro

00:00 • 5min

Economic Landscape and Investment Trends

05:27 • 6min

Exploring the Relationship Between Investor Expectations and Management Optimism in Recent Investments

11:50 • 3min

Impact of Inflation and Interest Rates on Consumer Segments and Market Performance

14:40 • 15min

Analysis of Rate Projections, M&A Impact, and Geopolitical Risks

30:06 • 5min