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"Very unusual": US tech stocks in historic market anomaly (ASR Interview Series - Part 1)

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Manage episode 436380994 series 2973891
Content provided by Antipodes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Antipodes Partners 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://ro.player.fm/legal.

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
  continue reading

48 episoade

Artwork
iconDistribuie
 
Manage episode 436380994 series 2973891
Content provided by Antipodes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Antipodes Partners 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://ro.player.fm/legal.

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
  continue reading

48 episoade

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