Ivan Feinseth

Ivan Feinseth, Chief Investment Officer at Tigris Capital Partners, dives into the impact of big-tech earnings and highlights AI as a transformative investment trend. He emphasizes that the current phase is just the beginning for AI adoption. Meanwhile, Dan Hanson, Chief UK Economist at Bloomberg, analyzes the Bank of England's rate strategies amidst persistent inflation. He predicts that cuts are unlikely until early 2026, given the uncertain fiscal landscape. The discussion reveals key insights into market dynamics and monetary policies.

Amanda Agati, Chief Investment Officer at PNC, analyzes Q3 earnings, noting S&P results surpass expectations despite potential pullback risks. Ivan Feinseth from Tigris Capital discusses big tech performance and argues AI is not a bubble but a transformative force. He identifies leaders like Google and NVIDIA innovating in AI. Meanwhile, Dan Hanson, Chief UK economist, evaluates U.K. inflation and wage growth, predicting the Bank of England will maintain rates amidst ongoing economic uncertainties.

Join Amanda Agati, Chief Investment Officer at PNC, as she discusses the surprising 9% growth in Q3 earnings and the importance of future revisions. Ivan Feinseth, from Tigris Capital, shares insights on big tech and the transformative impact of AI investments, naming Amazon and NVIDIA as frontrunners. Meanwhile, Dan Hansen analyzes the cautious stance of the Bank of England amid inflation concerns, while James McIntyre updates on Australia's inflation and economic pressures, hinting at cautious RBA policy changes ahead.