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Chance Finucane, CIO of Oxbow Advisors, discusses the outlook for the stock market, bonds, yields, and his assessment of current equities valuations.
Watch Chance's last interview with me: • Danger Ahead: Markets Mispriced The F... )
*This video was recorded on July 15, 2024
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0:00) - Intro
1:08) - Presidential election and markets
3:45) - Warren Buffett Indicator
7:35) - AI trend
9:20) - Mean regression trade
11:35) - Inflation
13:51) - Fed cuts
15:41) - Yield curve
18:00) - Semiconductor companies
24:00) - Mega-cap companies
26:45) - Golden Era of Growth
#stocks) #economy) #investing)
