Abby Joseph Cohen on the Global IT Crash, the AI Market, Meme Stocks and More
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- Опубликовано: 5 сен 2024
- Columbia Business School professor and former Goldman Sachs senior investment strategist Abby Joseph Cohen joins Tom Keene and Damian Sassower on Bloomberg Radio for a wide-ranging discussion on global markets and the state of the US economy.
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Very interesting discussion.
Theres no more stories in the market.
Rate cuts look like they’re finally here so thats story is ending and AI is priced into the few companies that have the scale to leverage it.
Small caps are not exciting enough and theres not enough market cap there to absorb a real rotation.
Im still in small caps because im not going to stop investing but we need a story and unfortunately its probably going to be a slowing economy and higher unemployment.
What will be the next story?
Well said, thank you
Palantir! 💪
She was a regular on aWall Street Week. Never added any value for retail viewer. Markets always 5% below full value. Too Goldmn Sachs to be worthwhile.
A distributed grid is a safer grid. Imagine if every house has wind turbines and solor panels, storage battery already build in with analog elements to avoid hacking and elements of AI for optimization and excess shares back to the grid. AI will ends in the way of internet, a better tool to increase productivity
Alot of talk about inflation no talk on cost of living wages have not kept up with cost of living which is what really should be of concern the economy is strong for the rich not for everyone else
with AI imagine a world where intelligence is free. Back in the day nuclear power was thought that it might make a world where energy was free--unmetered.