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Lori Calvasina: Is This the Start of the AI Bubble Deflating?
Manage episode 520456977 series 2866750
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
891 episodes
Manage episode 520456977 series 2866750
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
891 episodes
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