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Rate Risk for Markets, AI Alternatives, and Japan's Rally 7/10/24
Manage episode 428139752 series 2860296
Fed Chair Jay Powell says keeping rates restrictive for too long poses a risk to the labor market. Blanke Schein Wealth Management's Robert Schein and Payne Capital Management's Courtney Garcia dive into the impact on the markets. Plus, the AI trade continues to drive the S&P 500 and Nasdaq to record highs. Citi's Drew Pettit recommends alternative names to hedge against the exponential growth rates. And, it's not just the U.S. – Japan's stock market is experiencing a rally of its own. Neuberger Berman's Kei Okamura discusses.
985 episodes
Manage episode 428139752 series 2860296
Fed Chair Jay Powell says keeping rates restrictive for too long poses a risk to the labor market. Blanke Schein Wealth Management's Robert Schein and Payne Capital Management's Courtney Garcia dive into the impact on the markets. Plus, the AI trade continues to drive the S&P 500 and Nasdaq to record highs. Citi's Drew Pettit recommends alternative names to hedge against the exponential growth rates. And, it's not just the U.S. – Japan's stock market is experiencing a rally of its own. Neuberger Berman's Kei Okamura discusses.
985 episodes
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