Bloomberg Businessweek Day Two, Part Two at Schwab Impact in San Francisco
Nov 22, 2024
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, shares her insights on the complexities of U.S. equities and macroeconomics. Kevin Gordon discusses the influence of mega-cap tech firms on market indices, advocating for a nuanced investing approach. Jeffrey Kleintop sheds light on global equity opportunities, highlighting the performance gap between U.S. and international markets. Together, they examine labor market dynamics, the impact of recent elections, and the implications of geopolitical tensions on investment strategies.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Navigating Economic Uncertainties
01:43 • 8min
Labor Market Dynamics and Economic Forecasts
10:07 • 7min
Exploring Global Equity Opportunities Amid U.S. Dominance
17:31 • 2min
Shifting Landscapes in International Investments
19:40 • 11min
Navigating Economic Uncertainty in a Turbulent Political Landscape
30:27 • 3min
Navigating Fixed Income in Uncertain Times
33:06 • 4min
Navigating Economic Uncertainty with Incoming Policies
37:24 • 2min