

US Tech Mega-Caps Dip, Yen Resumes Rally
Jul 26, 2024
Guests Andrew Slimmon, Rebecca Walser, and David Finnerty discuss market reactions to Fed's inflation strategy, analysis of earnings provisions, concerns about AI monetization, global economic landscape, and potential impact of global equities sell-off on currencies in an insightful and engaging conversation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Market Response to Federal Reserve's Inflation Strategy
01:57 • 6min
Analysis of Earnings Provisions and Stock Performance in Different Regions
08:09 • 2min
Market Volatility and Investor Concerns about AI Monetization
09:50 • 2min
Global Economic Landscape and Market Volatility
12:09 • 12min
Analysis of Potential Impact of Global Equities Sell-off on Currencies
23:42 • 3min