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"Very unusual": US tech stocks in historic market anomaly (Interview with Ian Harnett - Part 1)
Manage episode 436380994 series 2973891
Alison Savas is joined by Ian Harnett, the co-founder and chief investment strategist of Absolute Strategy Research.
Ian shares big picture macroeconomic perspectives and views on the state of global stock markets.
This is part 1 of a 2-part interview.
Key Times:
- What Fed Governors are thinking right now: 1:40
- US macro + takes on recent economic data: 5:00
- Is the good news all priced in? 10:00
- Narrow earnings growth in the US: 14:00
- Growth outside the US: 16:00
- The energy capex cycle: 27:00
- AI: 30:45
- Overweighting the USD: 36:00
- Ian's rate cut call: 45:00
46 bölüm
Manage episode 436380994 series 2973891
Alison Savas is joined by Ian Harnett, the co-founder and chief investment strategist of Absolute Strategy Research.
Ian shares big picture macroeconomic perspectives and views on the state of global stock markets.
This is part 1 of a 2-part interview.
Key Times:
- What Fed Governors are thinking right now: 1:40
- US macro + takes on recent economic data: 5:00
- Is the good news all priced in? 10:00
- Narrow earnings growth in the US: 14:00
- Growth outside the US: 16:00
- The energy capex cycle: 27:00
- AI: 30:45
- Overweighting the USD: 36:00
- Ian's rate cut call: 45:00
46 bölüm
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