Go offline with the Player FM app!
Ocean Park's St. Aubin: The market can run until expectations are missed
Manage episode 429336470 series 2712770
James St. Aubin, chief investment officer at Ocean Park Asset Management, says that as long as the economy "keeps humming along" and meets high expectations for earnings growth and stable balance sheets, the current rally should keep rolling. When that trend breaks, however, the market and economy could turn quickly; St. Aubin sees "some cracks starting to form" with consumers and with some of the economic data, and while a soft landing is possible, any problems are likely to get more painful. Also on the show, Jason Chepenik of OneDigital Retirement + Wealth discusses the firm's 2024 Employee Value Perception Study, which looks at the disconnect between what employers think workers want beyond compensation, and what workers actually are looking for from their employers. Plus, Andrew Graham, founder and portfolio manager at Jackson Square Capital, gives his take on the current market in the Market Call.
1625 episodes
Manage episode 429336470 series 2712770
James St. Aubin, chief investment officer at Ocean Park Asset Management, says that as long as the economy "keeps humming along" and meets high expectations for earnings growth and stable balance sheets, the current rally should keep rolling. When that trend breaks, however, the market and economy could turn quickly; St. Aubin sees "some cracks starting to form" with consumers and with some of the economic data, and while a soft landing is possible, any problems are likely to get more painful. Also on the show, Jason Chepenik of OneDigital Retirement + Wealth discusses the firm's 2024 Employee Value Perception Study, which looks at the disconnect between what employers think workers want beyond compensation, and what workers actually are looking for from their employers. Plus, Andrew Graham, founder and portfolio manager at Jackson Square Capital, gives his take on the current market in the Market Call.
1625 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.