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Bloomberg Businessweek
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.
51:35
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Quick takeaways
- Despite the recent market rally, investors who held onto cash have missed out on potential investment opportunities, highlighting the importance of identifying attractive sectors for cash deployment in 2024.
- 2024 is expected to be the year of commercial success for artificial intelligence (AI), with widespread adoption and integration across various sectors, presenting potential benefits for companies in the AI tech stack.
Deep dives
Investors Caught Off Guard by the Market Rally
The recent market rally has caught many investors off guard, as they have been holding trillions of dollars in cash and money market funds. Despite the low yields of cash, investors were hesitant to enter the market due to uncertainty and risk. However, the S&P 500 has surged almost 25% this year, highlighting the potential missed opportunities for investors. The challenge now is for investors to identify attractive areas to deploy their cash in 2024, as simply timing the market can be difficult. Looking at specific sectors and conducting thorough research will be crucial.
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