Anne Walsh

Liz Thomas, Head of Investment Strategy at SoFi, shares insights on market valuation, sector rotation, and the exhilarating rise of AI's impact on portfolios. She contemplates whether the current AI enthusiasm echoes past bubbles, highlighting the need for broader market drivers beyond tech giants. Anne Walsh, Chief Investment Officer at Guggenheim, discusses a macroeconomic outlook, predicting Fed cuts and unveiling attractive credit opportunities despite recent bankruptcies in private credit. Their dialogue dives deep into market dynamics and investment strategies.

Explore social impact investing, US Treasuries profitability, fiscal stimulus effects on the economy, challenges for small banks, evolving private capital dynamics, market uncertainties, investing in renewable energy and affordable housing, geopolitical impacts on businesses, Chinese companies' influence in Africa, and the Federal Reserve's rate hike strategy.