The Meb Faber Show - Better Investing
BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543
Jul 26, 2024
Kate Moore from BlackRock shares insights on the US economy's resilience and market concentration. She discusses Fed expectations, small cap insights, interest rates, global market trends, biases in investing, and the role of AI. The podcast covers diverse topics like equity market leadership, sector performance, and book recommendations.
50:44
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Quick takeaways
- The importance of considering companies' outlooks alongside macroeconomic data for investment opportunities in the US economy.
- Embracing diverse perspectives and constant learning within the investment landscape to adapt to AI-driven research and strategic thinking.
Deep dives
Investing and Economic Assessment by Kate Moore
Kate Moore discusses her view on the US economy and higher rates, emphasizing the importance of considering companies' outlooks alongside macroeconomic data for investment opportunities. Her positive stance on the economy includes insights on economic data, company assessments, and potential policy implications for 2024.
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