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Rebecca Patterson: Hidden Dangers With Stocks At All-Time Highs

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Manage episode 504610117 series 2938944
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.

Dan Nathan and Guy Adami welcome Rebecca Patterson, Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates. They discuss a range of topics, including the current state of the stock and bond markets, the implications of a weakening dollar, and the ongoing impact of geopolitical and policy issues on market stability. Rebecca also shares insights into her diversified investment strategies, emphasizing sectors like global defense and utilities. The conversation shifts to the role of AI in the future job market and corporate strategies, along with a critical look at potential scenarios involving the U.S. Federal Reserve's independence and its implications for both inflation and economic policy. They conclude with a discussion on the importance of planning for tail risks in today's volatile economic environment.

Show Notes

  • Will Artificial Intelligence Do More Harm Than Good for U.S. Growth? (CFR)
  • Master Investor Podcast with Wilfred Frost (PodBean)


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

  continue reading

846 episodes

Artwork
iconShare
 
Manage episode 504610117 series 2938944
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.

Dan Nathan and Guy Adami welcome Rebecca Patterson, Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates. They discuss a range of topics, including the current state of the stock and bond markets, the implications of a weakening dollar, and the ongoing impact of geopolitical and policy issues on market stability. Rebecca also shares insights into her diversified investment strategies, emphasizing sectors like global defense and utilities. The conversation shifts to the role of AI in the future job market and corporate strategies, along with a critical look at potential scenarios involving the U.S. Federal Reserve's independence and its implications for both inflation and economic policy. They conclude with a discussion on the importance of planning for tail risks in today's volatile economic environment.

Show Notes

  • Will Artificial Intelligence Do More Harm Than Good for U.S. Growth? (CFR)
  • Master Investor Podcast with Wilfred Frost (PodBean)


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

  continue reading

846 episodes

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