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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Stephen Hoedt, Head of Equities
01:58 – Our team of experts discusses the impact of the government shutdown on economic data releases, inflation concerns, and labor market trends.
04:35 – Analysis of bond market movements, expectations for Federal Reserve rate cuts, and insights from recent FOMC minutes.
08:24 – The panel examines high market valuations, the impact of “hopes and dreams,” and the effects of vendor financing and developments in the AI sector.
13:34 – Insights into gold’s record highs, central bank buying, treasury market trends, and expectations for Q3 earnings season.
Additional Resources
Read: Key Questions: What Does MAHA Mean for Healthcare and Consumer Staples Companies? | Key Private Bank
Read: Key Questions: How Does AI Impact Corporate Companies and Fixed-Income Investors?
New White Paper: An Introduction to Direct Indexing | Key Private Bank
Key Questions | Key Private Bank
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