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Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. 0:17 Ryan Kelley: Thanks.
’cause these are companies and in some cases countries that were never really fully integrated into the global financial system. And so as the global financialmarkets were in a tailspin, they were actually very resilient. Whether it’s K-Pop in movies, television, even food is cosmetics. Makes sense.
We ended up buying, this is one of the wonderful things about financialmarkets and degrees of completeness. The second thing that it ultimately does is it creates conditions under which there’s a transition from cash rich portfolios that are ultimately option like in their characteristics. That’s amazing leverage.
MIAN: So Stray Reflections is a macro advisory and community that works with portfoliomanagers, CIOs around the world. So you’ve seen this dynamic where millennials are increasingly taking participation in financialmarkets and home ownership. Tell us a little bit about your research. I love Wynwood Walls.
Wired ) • Ozempic Could Crush the Junk Food Industry. As revolutionary new weight-loss drugs turn consumers off ultraprocessed foods, the industry is on the hunt for new products. ( He is the portfoliomanager of the Return Stacked ETF Suite, manging 800 million in ETF assets. But It Is Fighting Back.
Mental Floss ) Drones and Game Film: Inside Chick-fil-As Quest to Make Fast Food Faster : The booming chicken chain aims to reinvent the drive-through process; reducing bottlenecks in the cockpit. The Vanguard Megatrends Model quantifies the impact of slow-moving supply-side forces, or megatrends, on the economy and financialmarkets.
That’s because, at best , complex systems – from the weather to the markets – allow only for probabilistic forecasts with very significant margins for error and often seemingly outlandish and hugely divergent potential outcomes. Chaos theory establishes as much. 2024 wasn’t any different.
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