The Meb Faber Show: “Contrarian Market Predictions: BlackRock’s Kate Moore Shares”
The Meb Faber Show: “Contrarian Market Predictions: BlackRock’s Kate Moore Shares”
Subscribe to The Meb Faber Show podcast on your favorite platform so you never miss an episode! https://pod.link/1128955736
Today’s guest is Kate Moore. Kate is a member of the Global Allocation investment team and Head of Thematic Strategy.
In this episode, Kate talks about the resilience of the U.S. economy. She talks about the concentration of market leadership, the upcoming election’s potential effects on policy and markets, the potential for a momentum reversal, and the role of AI in investing.
To see links or read the transcript of the episode, visit us at https://www.themebfabershow.com/episo…
(2:36) Kate’s view of the US economy
(5:34) Expectations for the Federal Reserve
(8:10) Equity market leadership and sector performance analysis
(13:25) Small cap insights
(22:23) Historical perspective on interest rates and inflation
(24:17) Global market cap trends and investment opportunities in Asia
(34:42) Addressing investment biases
(39:02) The role of AI in investing
(44:18) Book recommendations
—–
Sponsor: Today’s episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention “Meb” for 20% off your subscription (new clients only). Learn more: https://go.ycharts.com/meb-faber
—–
—– Follow Meb:
Twitter: https://twitter.com/MebFaber
LinkedIn: https://www.linkedin.com/in/mebanefaber/
Website: http://mebfaber.com/
20240726