Holly McDonald

Holly McDonald, CIO and incoming CEO of Bessemer Trust, shares her insights on the current market landscape, emphasizing a long-term bullish outlook despite recent volatility. She discusses the effects of inflation and economic uncertainty on consumer behavior, while analyzing key earnings predictions for major players like NVIDIA and Home Depot. McDonald also highlights the importance of quality growth stocks and the role of AI innovations in driving market dynamics. Moreover, she delves into investment trends and the intricate relationship between the dollar and gold.