Aug 26 2024 46 mins 9
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
