Rate cuts vs. AI boom: the battle for investor attention
Is the US in a recession? Are businesses pulling back on transformation projects for fear of who wins the White House? And speaking of the White House, what is the aftermath internationally for busine...
9 Aug 202425min
Are we on the cusp of a black swan market crash? Not according to this investor
The stock market is going through a severe rough patch amid concerns on Fed policy and fears that AI stocks like Nvidia are crazy overvalued. Not helping sentiment are growing fears around the preside...
7 Aug 202425min
Why this Tesla investor thinks the stock could hit $10,000
Tesla is having a tough summer. The EV leader is fresh off a challenged second quarter amid slowing demand for plug-in autos and greater price competition from the Big 3 automakers. The company also d...
5 Aug 202424min
Election risk: "Do your homework" says top strategist
President Biden's decision to drop out of the 2024 presidential race serves as a reminder to traders that in the world of politics, things can change quickly. For investors, it means you shouldn't bac...
2 Aug 202425min
Why the Fed should shoot for 0% inflation: Judy Shelton
Economic improvement over time is supposed to be achieved by having vigorous debate from those with varying perspectives. No one has a monopoly on great ideas that could unleash economic empowerment f...
31 Juli 202425min
'You have to stick to your guns a little bit': The AI trade
"You have to stick to your guns a little bit" says Drew Pettit, Citi Director of US Equity Strategy when asked about investor euphoria, market bubbles and AI general: the latter remains one of its top...
29 Juli 202425min
Warren Buffett is turning 94 – should you still invest in the billionaire?
Warren Buffett has another milestone birthday coming up – 94 years young. The birthday will inevitably have investors wondering how much longer the billionaire investor will stay atop Berkshire Hathaw...
26 Juli 202425min
Ignore the election, fear the short-term AI trade: Mike Wilson
It’s a fascinating time in the markets to say the very least. Despite what looks to be a heated presidential contest between former President Donald Trump and Vice President Kamala Harris, stocks cont...
24 Juli 202425min
