

Closing Bell Overtime: Top Analyst Unveils His New Top Big Tech Pick; What Today’s CPI Report Means For The Markets & The Fed 10/12/23
Oct 12, 2023
Former Fed Governor Frederic Mishkin analyzes today’s CPI report. Evercore’s Mark Mahaney unveils his new top big tech pick. HashiCorp CEO Dave McJannet talks the company’s new AI products. RBC analyst Gerard Cassidy previews bank earnings. CEOs and President Biden discuss the economy and infrastructure. Tech sector outlook and investing opportunities. The impact of wars and DC dysfunction on banks.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Market Conditions and the Possibility of a New Bull Market Led by AI
02:41 • 12min
Meeting at the White House: CEOs and President Biden Discuss Economy and Infrastructure
14:30 • 2min
Fed's Challenges and Tech Sector Performance
16:47 • 7min
Tech Sector Outlook and Investing Opportunities
24:16 • 20min
The Catalyst for the Market and the Impact of Wars and Dysfunction on Banks
44:43 • 3min