

CIO House View Monthly Livestream (May)
May 8, 2024
Explore the impact of geopolitical tensions on financial markets and strategies for risk mitigation. Dive into potential Fed rate adjustments and the influence of inflation and labor market indicators. Discover the advantages of investing in private markets and commodities, including insights on gold and oil performance and future trends.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 6min
Navigating Market Volatility Amid Geopolitical Tensions
05:34 • 25min
Analysis of the Potential Fed Rate Cut Based on CPI Data
30:48 • 2min
Navigating Opportunities in Private Markets and Commodities
32:32 • 6min
Market Update and Announcement of Upcoming Livestream
38:59 • 2min