Ritesh Ganeriwal, Head of Investment and Advisory at Syfe, and Rob Hayworth, Senior Investment Strategy Director at U.S. Bank, dive into the latest U.S.-China trade discussions. They reveal insights on semiconductors, the complexities of chip design, and AI investment opportunities. Ritesh explores select emerging markets and the significance of domestic tech firms. Meanwhile, Hayworth analyzes Fed rate cut possibilities and market reactions, emphasizing the implications for equity outlooks and consumer health this holiday season.
