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Listen ""Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)"
Episode Synopsis
Alison Savas is joined by Ian Harnett, the co-founder and chief investment strategist of Absolute Strategy Research.
Ian shares big picture macroeconomic perspectives and views on the state of global stock markets.
This is part 1 of a 2-part interview.
Key Times:
What Fed Governors are thinking right now: 1:40
US macro + takes on recent economic data: 5:00
Is the good news all priced in? 10:00
Narrow earnings growth in the US: 14:00
Growth outside the US: 16:00
The energy capex cycle: 27:00
AI: 30:45
Overweighting the USD: 36:00
Ian's rate cut call: 45:00
Ian shares big picture macroeconomic perspectives and views on the state of global stock markets.
This is part 1 of a 2-part interview.
Key Times:
What Fed Governors are thinking right now: 1:40
US macro + takes on recent economic data: 5:00
Is the good news all priced in? 10:00
Narrow earnings growth in the US: 14:00
Growth outside the US: 16:00
The energy capex cycle: 27:00
AI: 30:45
Overweighting the USD: 36:00
Ian's rate cut call: 45:00
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