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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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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
60 episodes
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