WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer

Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
27/08/2024 30 min Episodio 38
WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer

Listen "WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer"

Descargar episodio Ver en sitio original

Episode Synopsis

01:02 Market Insights: Jackson Hole and Rate Cuts02:07 Earnings and Employment Analysis03:16 Adjustment Cuts vs. Full Rate Cut Cycles05:51 Market Trends: Value vs. Growth07:15 Sector Highlights: Real Estate and Financials08:18 Small Caps and High Debt Companies13:29 AI and Productivity Boom16:14 Banking Sector Opportunities17:31 Bank Investments and Sweetheart Deals18:06 Consumer Trends and Retail Shifts20:03 Home Builders and Mortgage Rates22:25 Automotive Sector Insights22:54 Retail Giants: Walmart and Target23:46 AI Tools for Investment Analysis27:05 Q&A and Market Outlook30:29 Final Thoughts and Investment Wisdom
Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA