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Ai, Fed Policy and Peak Apple: The Perfect Storm Hits Index Funds
Manage episode 408629225 series 3415392
Contenuto fornito da David Nelson, CFA, David Nelson, and CFA. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da David Nelson, CFA, David Nelson, and CFA o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
The Money Runner hosted by David Nelson dives deep into the heated debate between index funds and active management. There's a "perfect storm" brewing on the horizon. Ai, the Fed and Apple are colliding creating an opportunity too good to pass up.
00:00 Index Funds vs Active Management
00:33 Change is the True Constant
00:55 The Perfect Storm
01:36 Rise of Index Funds
02:36 Interest Rates, Quantitative Easing
03:47 Ai is the New Age of Compute
05:54 Peak Apple
06:45 Active Manager's Opportunity
08:56 Call to Action
45 episodi
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