The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543
Manage episode 430819950 series 2394058
内容由The Idea Farm提供。所有播客内容（包括剧集、图形和播客描述）均由 The Idea Farm 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Today's guest is Kate Moore. Kate is a member of the Global Allocation investment team and Head of Thematic Strategy.
In this episode, Kate talks about the resilience of the U.S. economy. She talks about the concentration of market leadership, the upcoming election's potential effects on policy and markets, the potential for a momentum reversal, and the role of AI in investing.
(2:36) Kate's view of the US economy
(5:34) Expectations for the Federal Reserve
(8:10) Equity market leadership and sector performance analysis
(13:25) Small cap insights
(22:23) Historical perspective on interest rates and inflation
(24:17) Global market cap trends and investment opportunities in Asia
(34:42) Addressing investment biases
(39:02) The role of AI in investing
(44:18) Book recommendations
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Follow Meb on Twitter, LinkedIn and YouTube
For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
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Today's episode is sponsored by YCharts. YCharts just published their latest release of their Top 10 Visuals resource deck with fresh data and visuals. Start your free trial and be sure to mention "Meb" for 20% off your subscription (new clients only).
Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok
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Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Manage episode 430819950 series 2394058
内容由The Idea Farm提供。所有播客内容（包括剧集、图形和播客描述）均由 The Idea Farm 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Today's guest is Kate Moore. Kate is a member of the Global Allocation investment team and Head of Thematic Strategy.
In this episode, Kate talks about the resilience of the U.S. economy. She talks about the concentration of market leadership, the upcoming election's potential effects on policy and markets, the potential for a momentum reversal, and the role of AI in investing.
(2:36) Kate's view of the US economy
(5:34) Expectations for the Federal Reserve
(8:10) Equity market leadership and sector performance analysis
(13:25) Small cap insights
(22:23) Historical perspective on interest rates and inflation
(24:17) Global market cap trends and investment opportunities in Asia
(34:42) Addressing investment biases
(39:02) The role of AI in investing
(44:18) Book recommendations
-----
Follow Meb on Twitter, LinkedIn and YouTube
For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
-----
Today's episode is sponsored by YCharts. YCharts just published their latest release of their Top 10 Visuals resource deck with fresh data and visuals. Start your free trial and be sure to mention "Meb" for 20% off your subscription (new clients only).
Follow The Idea Farm: Twitter | LinkedIn | Instagram | TikTok
-----
Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com
-----
Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.
-----
Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
Learn more about your ad choices. Visit megaphone.fm/adchoices
616集单集
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类似 The Meb Faber Show 的节目
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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continue reading
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…
continue reading
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…
continue reading
Player FM -播客应用
使用Player FM应用程序离线！
使用Player FM应用程序离线！
