• Ignore the election, fear the short-term AI trade: Mike Wilson

  • Jul 24 2024
  • Duración: 26 m
  • Podcast

Ignore the election, fear the short-term AI trade: Mike Wilson Por arte de portada

Ignore the election, fear the short-term AI trade: Mike Wilson

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • It’s a fascinating time in the markets to say the very least. Despite what looks to be a heated presidential contest between former President Donald Trump and Vice President Kamala Harris, stocks continue to trade near record highs. Popular stocks such as Nvidia continue to rock, ditto other important names such as Apple and Amazon. Small-cap stocks have also been on a tear as investors position for a potential interest rate cut by the Federal Reserve later this year. But are we near peak excitement for stocks as numerous risks mount? Yahoo Finance Executive Editor Brian Sozzi goes one on one with one of Wall Street’s most influential strategists, Morgan Stanley chief investment officer Mike Wilson. Wilson hasn’t shied away from making bold calls throughout his career, predicting the 2022 market pullback and countless other key turning points for stocks. Recently, Wilson told the investing world a sharp pullback in stocks could be coming as nervousness grows around the presidential election. Sozzi and Wilson decode that big call, and dive deep into the best way to play the market this summer and into the fall. Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens. Find this episode's transcripts and more episodes of Opening Bid at https://finance.yahoo.com/videos/series/opening-bid/. Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com. 00:00-Mike Wilson joins Opening Bid 04:40-Election cycle is less important than business cycle 07:00-Evaluating Fed cuts 13:00-What a 'rolling recession' really means 19:30-MAG 7 outlook for investors Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Alexander Frangeskides and Rachael Lewis-Krisky. Mike Wilson is Morgan Stanley's CIO and Chief US Equity Strategist, with a focus on unique market research and perspectives. Learn more about your ad choices. Visit megaphone.fm/adchoices
    Más Menos
activate_primeday_promo_in_buybox_DT
Economía Finanzas Personales Ciencia Política
Más Menos

Lo que los oyentes dicen sobre Ignore the election, fear the short-term AI trade: Mike Wilson

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles