

Stocks to Watch: EVs, Jackson Hole, and the End of Earnings Season
Aug 21, 2023
Discussion on the outlook for the Fed's annual meeting, turmoil in the auto industry, and lessons from earnings season as it comes to an end. Topics include stock market predictions, challenges and resilience in the housing market, financial struggles of Peloton and Zoom, the role of AI in economics, impact of GDP to debt ratio on the stock market, and the concept of the natural rate of inflation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Predictions for the Stock Market
04:23 • 15min
Challenges and Resilience in the Housing Market
19:31 • 2min
The Financial Struggles of Peloton and Zoom
21:39 • 12min
Debating the Role of AI in Economics and Outlook for Asset Classes
33:27 • 2min
The Impact of GDP to Debt Ratio on the Stock Market
35:08 • 2min
The Natural Rate of Inflation
36:48 • 6min