Lumida Wealth : Non-Consensus Invest Beyond the Ordinary WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer
Aug 27, 2024
Dive into the economic insights following the Jackson Hole event, predicting potential rate cuts and their impact. The conversation shifts to market trends, highlighting the performance of small caps and the role of AI in boosting productivity. Explore consumer spending trends as the economy stabilizes post-COVID, alongside the rise of online shopping and changes in the housing market. Get strategic investment recommendations in the real estate sector and understand the seasonal market dynamics as fall approaches.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 8min
Market Dynamics: Small Caps, Growth vs. Value, and AI's Economic Impact
08:06 • 8min
Banking Insights and Consumer Spending Trends Post-COVID
15:50 • 3min
Retail Dynamics and Housing Market Insights
19:20 • 10min
Market Dynamics: September Seasonality and Earnings Outlook
29:08 • 2min