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Stocks Are Getting Schnockered At The AI Party
Manage episode 501343145 series 2938944
Dan Nathan and Liz Thomas from SoFi discuss recent market activities including rotations and weaknesses in certain sectors, earnings reports from major retailers like Home Depot, Lowe's, and Walmart, and the impact of the Kansas City Fed Symposium in Jackson Hole. They explore the implications of stock market concentration in the S&P 500 and Nasdaq, the potential long-term benefits of AI and technological investments, and the likelihood of Fed rate cuts amidst political and economic headwinds. Liz also mentions the retail trader's resilience and the volatility in both stock and bond markets due to shifting interest rate policies. —
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
839 episodes
Manage episode 501343145 series 2938944
Dan Nathan and Liz Thomas from SoFi discuss recent market activities including rotations and weaknesses in certain sectors, earnings reports from major retailers like Home Depot, Lowe's, and Walmart, and the impact of the Kansas City Fed Symposium in Jackson Hole. They explore the implications of stock market concentration in the S&P 500 and Nasdaq, the potential long-term benefits of AI and technological investments, and the likelihood of Fed rate cuts amidst political and economic headwinds. Liz also mentions the retail trader's resilience and the volatility in both stock and bond markets due to shifting interest rate policies. —
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
839 episodes
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