Luke Stone

Hilary Kramer, a CIO at Kramer Capital Research, joins Luke Stone, Portfolio Manager at Winthrop Capital Management, and others to dissect the recent decline in Asian stocks and its links to US job data. They explore investor anxieties around market stability, especially in light of geopolitical tensions and evolving tax policies. The conversation turns to the implications of the US presidential election on markets, as well as the intense Sino-US chip war and its impact on the tech landscape, showcasing the challenges faced by major players like Intel and Samsung.

Dan Ives, Vonnie Quinn, and Luke Stone discuss tech giants' CapEx spending in AI revolution, Biden's legacy, investment management insights, AI market activity, macroeconomic weaknesses, and market strategies like Winthrop Capital Management's cautious approach.