Why Savita Subramanian Thinks Stocks Can Keep Going Higher
Odd Lots4 Apr 2024

Why Savita Subramanian Thinks Stocks Can Keep Going Higher

When Savita Subramanian, head of US equity strategy at Bank of America, raised her outlook for stocks at the end of last year, there was a lot of skepticism that equities could go any higher. The S&P 500 had already surged on expectations that the Federal Reserve would start cutting rates in 2024. And investors were very excited about AI. Then, in early March, she increased her year-end target for the S&P 500 even further, going from 5,000 to 5,400. Fast forward to the start of April, and the rally has continued even as markets ratcheted down their expectations for rate cuts this year. Of course, there are questions about whether investors are getting ahead of themselves and whether things are starting to feel a little frothy. In this episode, Subramanian explains why she thinks stocks can go up even further from here, how she's thinking about valuations, and why we shouldn't be too worried just yet about a repeat of the early 2000s internet bubble.

See omnystudio.com/listener for privacy information.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(1245)

Why Apple Is Heading Into a Pivotal Moment

Why Apple Is Heading Into a Pivotal Moment

There used to be a time when the latest product release from Apple was a huge deal. But lately, it's been kind of 'meh,' and a lot of the hype in the tech world has been directed at companies doing th...

23 Juli 0s

The Creator of Claude Code on The Hottest Piece of Software in the World

The Creator of Claude Code on The Hottest Piece of Software in the World

2026 has been, in terms of software, the year everyone is talking about Claude Code. Indeed, Anthropic's coding agent incited a market scare — and helped usher in the era of vibe coding — through its ...

20 Juli 1h 6min

Lev Menand and Nathan Tankus on Why Fed Independence Is Now Hanging by a Thread

Lev Menand and Nathan Tankus on Why Fed Independence Is Now Hanging by a Thread

Last August, President Trump made the unprecedented choice of moving to fire Fed governor Lisa Cook. The administration claimed she was being terminated with cause, citing an ongoing investigation in ...

17 Juli 1h 5min

Why Soccer Analytics Works Like Volatility Arbitrage Trading

Why Soccer Analytics Works Like Volatility Arbitrage Trading

American sports fans have long been comfortable talking in the language of stats and analytics. Soccer embraced the 'moneyball' revolution later; the sport was once perceived as too complex to model a...

16 Juli 51min

NY Governor Kathy Hochul on Her One Year Data Center Moratorium

NY Governor Kathy Hochul on Her One Year Data Center Moratorium

On July 14, New York Governor Kathy Hochul announced a one-year moratorium on new large data center projects in the state. It's the nation's first such pause at a time when anti-data center politics i...

15 Juli 42min

Why AI Might Actually Create More Work for Lawyers

Why AI Might Actually Create More Work for Lawyers

It seems obvious that among the many industries that AI might disrupt, the legal profession might face some of the most adverse outcomes. When clerical, research-based tasks like searching through dat...

13 Juli 55min

The Korean Levered ETFs Shaking Markets All Around the World

The Korean Levered ETFs Shaking Markets All Around the World

Retail participation in the stock market is booming. And of course the biggest story in markets is the AI trade, which has created an incredible amount of demand for chips and memory. These two broad ...

10 Juli 43min

One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending

One of the World's Largest Hedge Funds on Its 86x Growth in Token Spending

We've gone through a number of a technological revolutions in investing, whether it was the dawn of the high frequency trading era or the introduction of robotraders. When it comes to AI, the big ques...

9 Juli 52min

Populärt inom Business & ekonomi

framgangspodden
badfluence
dynastin
varvet
uppgang-och-fall
rss-borsens-finest
svd-tech-brief
avanzapodden
rss-inga-dumma-fragor-om-pengar
tabberaset
rikatillsammans-om-privatekonomi-rikedom-i-livet
fill-or-kill
bathina-en-podcast
rss-kort-lang-analyspodden-fran-di
rss-dagen-med-di
borsmorgon
rss-veckans-trade
borslunch-2
ekonomiekot-extra
montrosepodden