ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Two-speed America: fiscal tailwinds, AI boom and market implications"
Episode Synopsis
The US economy remains remarkably strong — but beneath the surface, a two-speed story is emerging. In this episode, Alison Savas is joined by Portfolio Manager Vihari Ross to unpack what’s driving US resilience, from fiscal scaffolding supporting consumption to the AI investment boom reshaping corporate earnings.
They also discuss where Antipodes is finding value in today's market.
Can the good times keep rolling in the US: 1:00
How critical is fiscal stimulus to US exceptionalism: 5:20
Can AI capex offset any weakness in consumption: 8:50
A stock that could be one of the largest gainers in incremental AI spend: 12:50
Daikin Industries (6367.T) - both cyclical and structural opportunities: 16:40
How we would respond if the US starts to deteriorate: 19:15
They also discuss where Antipodes is finding value in today's market.
Can the good times keep rolling in the US: 1:00
How critical is fiscal stimulus to US exceptionalism: 5:20
Can AI capex offset any weakness in consumption: 8:50
A stock that could be one of the largest gainers in incremental AI spend: 12:50
Daikin Industries (6367.T) - both cyclical and structural opportunities: 16:40
How we would respond if the US starts to deteriorate: 19:15
In God we trust