David Daglio
CIO at TwinFocus, discusses his economic outlook for the week ahead
Best podcasts with David Daglio
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May 10, 2024 • 37min
Capital imbalances and why David Daglio is a reformed value investor
David Daglio, a reformed value investor, discusses capital imbalances, investing in bonds, miners, and protecting portfolios. Topics include gold vs gold miners, Jerome Powell's challenges, 10-year yield, AI, copper, nat gas, US vs rest of the world, and macro volatility. Insightful discussion on US exceptionalism, NVIDIA chipsets, global investment opportunities, and self-awareness in investing decisions.
Apr 29, 2024 • 24min
Musk's China Visit, Busy Week For Earnings
Mark Matthews shares his outlook for Asian markets, Danny Lee discusses Elon Musk's visit to China, David Daglio talks about economic outlook. Topics include Musk seeking approval for driver assistance software, US-China relations, Federal Reserve's struggle with inflation rates, AI impact on tech giants, and investment insights in Asian markets.
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