Where Is The Stock Market Going with Inflation and AI

Here's my discussion with Jose Torres, Senior Economist at Interactive Brokers (who worked at the Bureau of Labor Statistics and the FDIC) about the current macroeconomic environment and the stock market situation: earnings, AI and a lot of other insights!!!

Valuable Information is the most precious thing.
Enjoy this episode.

00:00 Intro
0:48 Fed & Inflation
2:55 The World is Different Now
3:34 new Inflationary regime
5:53 the next recession
6:20 Inflation around the Globe
6:44 EU and US: differences (?)
8:08 The Unemployment Dilemma
10:01 The Phillips curve is back
10:43 Banking system’s health
14:31 Other failures coming
16:08 Are the current stock prices too high?
20:16 Lower stock prices ahead
20:55 The AI Hype
21:50 Is the 60/40 portfolio back?
22:48 Active Management is back
24:01 Is FANG gonna keep leading
23:22 Earnings going down