Since taking over T. Rowe Price’s Global Technology Fund Dom Rizzo has outperformed his competitors and market benchmarks. He explains why AI was and will be a major emphasis.
Guests
WITH CONSUMERS UNDER INCREASING FINANCIAL PRESSURE, LEADING ECONOMIST NANCY LAZAR SEES RECESSION LOOMING
Leading Wall Street economist Nancy Lazar says 19 states are already in recession as consumer debt levels rise and confidence declines.
PIMCO’S DAN IVASCYN ON WHY BOND RETURNS ARE THE MOST ATTRACTIVE IN YEARS, RIVALING STOCKS AND CASH
PIMCO’S Group Chief Investment Officer Dan Ivascyn also runs the world’s largest actively managed bond fund, PIMCO Income. He says bond returns are the most attractive they have been in years and even rival stocks.
INFLUENTIAL STRATEGIST ED YARDENI CRITIQUES ARTIFICIAL INTELLIGENCE, ECONOMISTS & THE BULL MARKET
Influential economist and strategist Ed Yardeni tackles why AI isn’t intelligent, economists have been so wrong and the bull market could continue.
Exciting investment opportunities with award-winning global value investor Sarah Ketterer
Causeway Capital’s Sarah Ketterer describes a range of global companies with outstanding values.
KETTERER: CHINA COMMITMENT
Since Causeway Capital opened its Shanghai office in 2020, many other U.S. firms have reduced their presence or left China entirely after draconian COVID restrictions and government crackdowns on business. Sarah Ketterer explains why Causeway has taken the opposite approach.
