Two-speed America: fiscal tailwinds, AI boom and market implications
Impossible d'ajouter des articles
Désolé, nous ne sommes pas en mesure d'ajouter l'article car votre panier est déjà plein.
Veuillez réessayer plus tard
Veuillez réessayer plus tard
Échec de l’élimination de la liste d'envies.
Veuillez réessayer plus tard
Impossible de suivre le podcast
Impossible de ne plus suivre le podcast
Two-speed America: fiscal tailwinds, AI boom and market implications
-
Lu par :
-
De :
À propos de ce contenu audio
The US economy remains remarkably strong — but beneath the surface, a two-speed story is emerging. In this episode, Alison Savas is joined by Portfolio Manager Vihari Ross to unpack what’s driving US resilience, from fiscal scaffolding supporting consumption to the AI investment boom reshaping corporate earnings.
They also discuss where Antipodes is finding value in today's market.
- Can the good times keep rolling in the US: 1:00
- How critical is fiscal stimulus to US exceptionalism: 5:20
- Can AI capex offset any weakness in consumption: 8:50
- A stock that could be one of the largest gainers in incremental AI spend: 12:50
- Daikin Industries (6367.T) - both cyclical and structural opportunities: 16:40
- How we would respond if the US starts to deteriorate: 19:15
Vous êtes membre Amazon Prime ?
Bénéficiez automatiquement de 2 livres audio offerts.Bonne écoute !
Aucun commentaire pour le moment