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Home > Good Value > "Very unusual": US tech stocks in historic market anomaly (Interview with Ian Harnett - Part 1)
Podcast: Good Value
Episode:

"Very unusual": US tech stocks in historic market anomaly (Interview with Ian Harnett - Part 1)
Category: Business
Duration: 00:46:37
Publish Date: 2024-08-26 23:05:07
Description:

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
Total Play: 0