Episode 2 – Back At The Highs: What Are Markets Saying, What Are We Seeing
Hosted By: Noah Weisberger, Head of Equities
Moderated By: Jason Glazer, Senior Vice-President, Sales
Wednesday, August 12 at 10:30am – 10:45am EDT
Key Topics For Discussion:
- An update on the market’s preference for capex vs. free cash flow
- An equity basket perspective on inflation, rates, and the FOMC
- Economic acceleration: What is the market saying
- Shifting to quality: Goldminers, size, and getting selective within Tech