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Squawk on the Street
Wild Ride for Stocks, Trump's New Choices, Suspect in Killing of UnitedHealth CEO Pleads "Not Guilty" 12/23/24
Dec 23, 2024
David Zervos, the Chief Market Strategist at Jefferies, discusses the intricate ways the Federal Reserve's interest rate policies are impacting market dynamics. He highlights the recent rebounds in the S&P 500 and how political shifts could influence future economic conditions. Zervos also delves into the challenges facing the retail sector, particularly post-pandemic changes, and scrutinizes the implications of rising debt and government spending cuts on economic growth. His insights provide a riveting look at the future of the markets.
41:52
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Quick takeaways
- Disciplined risk management and active strategies are vital for navigating investment risks amid geopolitical and economic volatility.
- Current market fluctuations, driven by the Fed's uncertain stance on interest rates and historical patterns, shape traders' optimism for year-end performance.
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Active Risk Management for Long-Term Goals
Disciplined risk management is essential for navigating investment risks such as geopolitics, inflation, and liquidity. PGM emphasizes their experience across 30 market cycles, which allows them to identify opportunities amid volatility. Their active management approach aims to support clients in achieving long-term financial objectives despite occasional market challenges. By staying focused on active strategies, they strive to shape a more favorable investment landscape for the future.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode