James Demmert

James E. Demmert, the founder and chief investment officer at Main Street Research, dives into Apple's game-changing $500B U.S. investment. He highlights the establishment of an AI server factory in Texas, aimed at creating 20,000 jobs. Demmert discusses how tariffs are reshaping company strategies and driving innovation domestically. He also examines the ripple effects this investment will have on Apple's stock and the broader tech landscape, emphasizing its significance for investors amid market fluctuations.

In this discussion, Mary Nicola, a Bloomberg MLIV Strategist based in Singapore, and James Demmert, Founder and Chief Investment Officer at Main Street Research, dive into the dynamics of Japanese stocks amidst trade talks. They highlight how rising inflation in Japan signals a pivot from deflation, while trade negotiations between the US and EU boost automotive sectors. The impact of US monetary policy comments and tariffs on Japan's economy raises concerns about market volatility, inviting fresh investment opportunities in Asia despite economic uncertainty.

CIO James Demmert, Visiting Fellow Sean Monaghan, and Chief Portfolio Manager Adam Coons discuss topics including Fed Chair Powell's cautious stance on interest rate cuts, Apple's strong numbers, President Biden's impact on NATO, potential interest rate adjustments, investment strategies, earnings season guidance, and market trends in the Asia Pacific region.

Bailey Lipschultz discusses meme stock mania, Lydia Boussour talks U.S CPI data, Mari Shor shares insights on U.S Retail Sales, James Demmert gives market outlook, and Sharon Marcil explains Generative AI's impact on CEOs.

Former Fed Governor Frederic Mishkin analyzes today’s CPI report. Evercore’s Mark Mahaney unveils his new top big tech pick. HashiCorp CEO Dave McJannet talks the company’s new AI products. RBC analyst Gerard Cassidy previews bank earnings. CEOs and President Biden discuss the economy and infrastructure. Tech sector outlook and investing opportunities. The impact of wars and DC dysfunction on banks.