Transcrito
Shana Sissel: A "Remarkably Bullish" 2024 Take on the Fed, Favorite Sectors, & the Future of "Alts"
11 de abr. de 2024 ·
16m 24s
Descarga y escucha en cualquier lugar
Descarga tus episodios favoritos y disfrútalos, ¡dondequiera que estés! Regístrate o inicia sesión ahora para acceder a la escucha sin conexión.
Shana Sissel: A "Remarkably Bullish" 2024 Take on the Fed, Favorite Sectors, & the Future of "Alts"
Esta transcripción es generada automáticamente. Ten en cuenta que no se garantiza una precisión absoluta.
Descripción
Shana Sissel is founder and president of Banrion Capital Management. In this interview, Shana starts by laying out a "remarkably bullish" take on stocks, the economy, and Federal Reserve policy....
mostra más
Shana Sissel is founder and president of Banrion Capital Management. In this interview, Shana starts by laying out a "remarkably bullish" take on stocks, the economy, and Federal Reserve policy. While she thinks the Fed might not cut interest rates at all in 2024 – a major swing from the six cuts that rate futures markets were once pricing in – she believes stronger earnings, stronger growth, and a strong job market should keep stocks on the right track.
Next, we pivot to some of Shana's favorite sectors (including two outside of tech) -- and why "losing" Magnificent Seven names like Apple and Tesla hasn't hurt markets more. She also shares her take on EVs, hybrid vehicles, AI, and even what will replace the old student study standby, CliffsNotes. Following that, our discussion shifts to her bread-and-butter: Alternative investments. Shana lays out a profit roadmap for "Alts" investors that includes key insights and recommendations in commercial and residential real estate, cryptocurrencies, precious metals, and private credit. Finally, she shares a sneak peek at what she'll cover at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246
mostra menos
Next, we pivot to some of Shana's favorite sectors (including two outside of tech) -- and why "losing" Magnificent Seven names like Apple and Tesla hasn't hurt markets more. She also shares her take on EVs, hybrid vehicles, AI, and even what will replace the old student study standby, CliffsNotes. Following that, our discussion shifts to her bread-and-butter: Alternative investments. Shana lays out a profit roadmap for "Alts" investors that includes key insights and recommendations in commercial and residential real estate, cryptocurrencies, precious metals, and private credit. Finally, she shares a sneak peek at what she'll cover at the Investment Masters Symposium Silicon Valley, set for May 7-9, 2024 at the Hyatt Regency San Francisco Airport. Click here to register: https://www.siliconvalleyims.com/?scode=061246
Información
| Autor | MoneyShow |
| Organización | MoneyShow |
| Página web | - |
| Etiquetas |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company
Comentarios