Jim Caron

In this insightful discussion, Jim Caron, a portfolio manager at Morgan Stanley, dives into macro factors like deglobalization and AI's transformative impact on value sectors. Aya Yashioca offers a client-centered perspective on the stability of the economy and how earnings are the key market drivers. Rashawn Williams shares his expertise on the surge of interest in mega IPOs, particularly in the sports sector, highlighting why these assets are becoming increasingly attractive to investors. Tune in for a deep dive into today’s market dynamics!