

Big Tech Slips Ahead of Nvidia Earnings, Canada-China Tariffs
Aug 27, 2024
In this discussion featuring Alex Wolf from JPMorgan Private Bank, Saira Malik of Nuveen, and economist Lauren Saidel-Baker, the trio navigates the shifting dynamics of interest rates and their effects on global markets. They dive into how trade tensions influence supply chains and the emerging 'China Plus 1' strategy. Attention is given to tech trends, especially Nvidia's AI link, and Apple's stock potential linked to its upcoming iPhone launch. Economic challenges and the implications of immigration policies also round out this insightful conversation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Interest Rates and Global Economic Shifts
01:40 • 6min
Trends in Supply Chain Management and Key Industry Events
07:13 • 2min
Navigating Interest Rates and Tech Trends
09:06 • 7min
Analyzing Apple's Stock Potential and Seasonal Trends
15:56 • 2min
Federal Reserve Insights and Economic Challenges
17:31 • 6min
Immigration Policy and Its Impact on Labor Market Dynamics
23:33 • 3min