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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

So it was Pascal then c plus plus, and then I took an economics class and that’s when the lights went off because it was a very mathematical field in many ways, but also with a link to the Rio economy. So what’s happening with the global economy, what’s happening with interest rates, what is the Fed going to do?

Investing 144
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Wow, have you seen the stock market lately?

Mr. Money Mustache

Does it mean our entire economy is expected to grow much more quickly? What this tells us is that while investors expect the overall US economy to be fairly healthy in the coming years, they expect the biggest tech companies to continue to enjoy much faster growth. In the case of the current stock market euphoria, not exactly.

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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

00:02:52 [Speaker Changed] Well, the statistical side definitely comes from my degree and then work as a project manager at MIT. I, I had no idea you were so international in, in the philanthropic sphere, but we’ll definitely circle back to that. I would definitely choose this as a career if I were doing it all over again.

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Market Commentary: Investment Takeaways as Tariffs Take Their Toll on Markets

Carson Wealth

But what we do know is that with every decline, more risk has already been priced in and stock valuations have become cheaper compared to their longer-term earnings potential. As for April so far, markets have definitively passed their judgment on tariffs. In fact, this outcome would be expected among capitalist economies.

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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

It is, you know, definitely diamonds in the rough that we got. We have a very robust economy. We’ve re levered the economy, if you will, where the leverage of the private sector, the household sector, the corporate sector that got us into the great financial crisis that’s been healed. 00:31:05 [Speaker Changed] Huh.

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Transcript: Richard Bernstein, CEO / CIO of RBA

The Big Picture

You know, all these different things, which have definitely been influential in my career, without a doubt. 00:16:25 [Speaker Changed] It was definitely improving. And then number three is gonna be sentiment and valuation. Now, sometimes people say sentiment and valuation, why are they together?

Numbers 144
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Transcript: Apollo’s Torsten Slok

The Big Picture

The transcript from this weeks, MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.0 , is below. You know, most of the economists that you’re probably familiar with haven’t really had a good handle on the state of the economy over the past couple of years. He was just on such a roll.

Economy 253