Futurum Equites Podcast | Ep 11 | Earnings Season
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Futurum Equites Podcast | Ep 11 | Earnings Season
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The episode covers market reactions to Powell's comments at Jackson Hole, highlighting a shift from inflation to employment risks and potential rate cuts. It discusses challenges in the housing market due to high interest rates and strong earnings growth in tech, particularly from AI advancements. Intel's position in CPUs is noted, along with the importance of a US foundry network. The AI market's growth potential and biotech investment complexities are also addressed.
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