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Ophir Gottlieb, CEO of Capital Market Laboratories, discusses the health of the non-tech economy, the "deadline" for the Federal Reserve to cut rates, and his outlook on NVIDIA, Tesla, and AI companies.
*This video was recorded on July 2, 2024
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0:00 - Intro
1:54 - Small to medium businesses
6:20 - The Fed’s mandates
10:20 - Inflation vs. monetary policy
18:00 - Sectors most at risk
20:00 - Bank of Japan
23:35 - Tech sector
25:49 - NVIDIA
28:40 - Tesla
31:45 - AI investment implications
#economy #investing #stocks
