The Invested Lesley Marks – Equity Market Performance and Policy Diversion
May 7, 2024
Guest Lesley Marks, Equities CIO, discusses April's equity market pullback, Fed rate cut odds, and diverging policies. Topics include US economy resilience, earnings reports impact on consumer behavior, Berkshire Hathaway AGM insights, and economic indicators in Canada and the US.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Analysis on US Economy Resilience, Federal Reserve Rates, and Inflation Trends
02:52 • 4min
Consumer Behavior and Earnings Reports
07:13 • 8min
Insights from Berkshire General Meeting and Buffett's Investment Strategy
15:42 • 2min
Analyzing Consumer Confidence and Economic Indicators in Canada and the US
17:23 • 5min