

Mixed Reactions to Powell Pivot Plan
Dec 18, 2023
Guests John Authers and Elena Popina discuss the Federal Reserve's plan to lower rates. Wendy Thomas talks about SEC cybersecurity regulations. Sam Darwish explains communication infrastructure in developing regions. The podcast also covers the challenges and progress of lab-grown meat, the risk of holding cash, the future of AI, and Jay Jacobs from BlackRock on Thematics and Active Equity ETFs.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Stock market rally and Fed skepticism
02:03 • 20min
Communication infrastructure landscape and competition
22:15 • 7min
Challenges and Progress of Lab-Grown Meat
29:31 • 16min
The Risk of Holding Cash and the Challenge of Finding Attractive Areas to Invest
45:51 • 2min
AI Outlook for 2024: Commercial Success and Cost-Saving Applications
47:32 • 5min
Jay Jacobs from BlackRock on Thematics and Active Equity ETFs
52:21 • 3min