

CIO House View Monthly Livestream (June)
Jun 9, 2024
Leslie Falconio and David Lefkowitz discuss the volatility in interest rates and market trends. They analyze the drop in treasury yields, investment opportunities in various sectors, impact of AI on the market, uncertainties leading up to the election, recent OPEC decision on oil prices, and strategies for bond duration in the current interest rate environment.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 4min
Market Trends and Investment Opportunities
04:20 • 10min
Impact of AI on the Market and Market Uncertainties Leading Up to the Election
14:05 • 14min
Analysis of recent OPEC decision and its impact on oil prices and the energy sector
27:45 • 2min
Strategies for Bond Duration and Positioning in the Current Interest Rate Environment
29:37 • 3min