

Equity, Political, and Tech Outlook
4 snips Sep 20, 2024
Lauren Goodwin, an economist and chief markets strategist at New York Life, discusses the implications of Federal Reserve policies and whether their dovishness is overstated. Jonathan Maxwell, CEO of Sustainable Development Capital, analyzes the recent drop in energy prices and the growing demand for renewables. Political analyst Wendy Schiller offers insights into the upcoming US elections and how economic factors are shaping voter behavior. Together, they shed light on the intertwining of market fluctuations, technology trends, and political strategy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Economic Uncertainty: Fed Policies and Market Strategies
01:59 • 8min
Navigating Investment Opportunities Amid Uncertainty
10:10 • 2min
Energy Efficiency and Political Strategy
12:23 • 12min
The Dynamics of Direct Lending and AI Deployment in Financial Markets
24:05 • 2min
Market Shifts and Tech Trends
25:41 • 6min
Exploring AI Spending and Monetization Dynamics
31:17 • 3min