Avoiding recession, cooling inflation, AI plays and financial earnings with Victor Dergunov

23 lug 2023 · 23 min. 38 sec.

Descrizione

Victor Dergunov runs https://seekingalpha.com/checkout?hasComeFromMpArticle=false&service_id=mp_1129&source=wsb_podcast:avoiding_recession_cooling_inflation_ai_plays_financials_victor_dergunov. - (0:35) 25 basis point increase likely coming from Fed and already priced into the market - (4:20) Cooling inflation and how macro picture is affecting...

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Victor Dergunov runs The Financial Prophet.

(0:35) 25 basis point increase likely coming from Fed and already priced into the market
(4:20) Cooling inflation and how macro picture is affecting earnings
(11:00) Avoiding a textbook recession; looking for troubling signs
(18:20) Favorite AI plays - the heavy lifters

This is an abridged conversation from Seeking Alpha's Investing Experts podcast.

Transcripts on Seeking Alpha
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