AI, Inflation, and Macro Market Dynamics with Jeff Rosenberg, Ali Motamed, and Peter Repetto скачать в хорошем качестве

AI, Inflation, and Macro Market Dynamics with Jeff Rosenberg, Ali Motamed, and Peter Repetto

How are market participants assessing macroeconomic conditions amid evolving technological, monetary, and geopolitical developments? In this discussion, Jeff Rosenberg (BlackRock), Ali Motamed (AInvenomic Capital Management), Peter Repetto (iCapital), and AlphaCore Chief Investment Strategist David Stubbs share perspectives on a range of macro topics, including artificial intelligence adoption, inflation dynamics, fixed income market conditions, and geopolitical considerations. The conversation explores how these factors are influencing market narratives and economic expectations, offering a broad, educational overview of current macroeconomic themes without addressing specific investment recommendations or outcomes. Speakers: Jeff Rosenberg, Managing Director, BlackRock Ali Motamed, Founder & Portfolio Manager, Invenomic Capital Management Peter Repetto, Managing Director, iCapital David Stubbs, Chief Investment Strategist, AlphaCore Wealth Advisory Dick Pfister, CEO, AlphaCore Connect with AlphaCore Wealth Advisory: LinkedIn:   / alphacorewealthadvisory   X: https://x.com/alphacorewealth YouTube: ‪@AlphaCoreWealthAdvisory‬ Timestamps: 00:00 Opening Remarks 02:15 Government shutdown & policy risk 10:35 Dollar decline, gold, and macro hedges 18:52 AI valuations & bubble risk 27:40 Deglobalization & geopolitical shifts 36:18 Inflation outlook: sticky or solved? 44:26 Consumer stress & credit dynamics 56:10 Audience Q&A ––– Disclosure AlphaCore Wealth Advisory is a registered investment adviser. This content is provided for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer or solicitation to buy or sell any security or investment strategy. Any references to market trends, asset classes, or investment approaches are general in nature and may not be suitable for all investors. The views expressed are those of the speakers and may not reflect the views of AlphaCore Wealth Advisory. Investing involves risk, including the possible loss of principal.