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Lori Calvasina: Is This the Start of the AI Bubble Deflating?

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Manage episode 520456977 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform.

Try Fidelity’s most powerful trading experience yet: ⁠⁠⁠https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠⁠⁠

Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC

Dan Nathan and Guy Adami are joined by Lori Calvasina, Head of US Equity Strategy at RBC Capital. They discuss a range of topics including market volatility, AI investment trends, consumer spending patterns, and economic forecasts. Calvasina highlights the increasing nervousness among investors regarding high valuations and the potential impact of delayed Fed rate cuts. She notes the importance of monitoring CapEx and regulatory changes, especially as they pertain to AI and tech sectors. The conversation touches on geopolitical dynamics with China and the upcoming US midterm elections, emphasizing their potential market implications. The session is rich with insights into the current market climate, investor sentiment, and future economic expectations.


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

892 episodes

Artwork
iconShare
 
Manage episode 520456977 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform.

Try Fidelity’s most powerful trading experience yet: ⁠⁠⁠https://www.fidelity.com/trading/trading-platforms?immid=100734&imm_pid=430504639&imm_aid=a&dfid=&buf=99999999⁠⁠⁠

Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC

Dan Nathan and Guy Adami are joined by Lori Calvasina, Head of US Equity Strategy at RBC Capital. They discuss a range of topics including market volatility, AI investment trends, consumer spending patterns, and economic forecasts. Calvasina highlights the increasing nervousness among investors regarding high valuations and the potential impact of delayed Fed rate cuts. She notes the importance of monitoring CapEx and regulatory changes, especially as they pertain to AI and tech sectors. The conversation touches on geopolitical dynamics with China and the upcoming US midterm elections, emphasizing their potential market implications. The session is rich with insights into the current market climate, investor sentiment, and future economic expectations.


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

892 episodes

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