Your own price, the neo-clouds with no backstop, and AI comes for generalists | Market Hang

发布时间    来源
Episode 设置


登录已过期或未登录,无法修改。请先登录后再试。

摘要

Nancy Tengler hosts a panel that spends an hour on what the numbers have stopped telling you. Christine Short, Head of Corporate Event Research at TMX Wall Street Horizon, on sentiment surveys against the receipts. Mark Malek, Chief Investment Officer of Siebert Financial, on reading the Treasury department instead of the product roadmap, and why hopping jobs keeps you a generalist. Anna Rathbun, Founder and CEO of Grenadilla Advisory, on what a targeted price does to the thing a price is for. Ken Mahoney, CEO of Mahoney Asset Management, on the fork in the road. Market Hang is live weekdays 12:30-1:30pm ET on Yahoo Finance. Timestamps 0:00 Welcome, and the Fed before the press conference 1:30 What you would have asked in the briefcase era 3:35 Guidance nobody admits to giving 6:47 An audience that now expects transparency 9:43 The dollar, and how much of CPI comes from one input 11:34 Is 2% still the right target 14:08 Sixteen ounces became twelve at the same price 15:22 Sentiment says one thing, the shopping bags say another 17:40 Two phones at the US Open, thirty percent apart 19:50 Why a targeted price stops carrying information 23:39 Earnings week, and the one word nobody may say 26:26 Who the panel most wants to hear from 29:18 Reading the Treasury department, not the roadmap 31:25 Three tiers, and the one with nothing to fall back on 33:02 The Anthropic S-1 and the circular financing worry 35:14 Power is the bottleneck now, not chips 38:01 Timelines, backlogs, and what is being slept on 40:27 Why nobody talks about solar 42:20 Small reactors, and what an election would change 43:49 People forecast the companies whose products they use 45:11 Two retail investors, counted as one 47:00 "My only consumer shadow data is Walmart" 48:29 Five jobs in one year, from the employer's side 49:44 Stay and get 3%, leave and get 20% 51:33 Public company or private, and the stock plan 53:51 AI comes for generalists #MarketHang #YahooFinance #AIInvesting #DynamicPricing #StockMarket == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

GPT-4正在为你翻译摘要中......

中英文字稿