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Ai, Fed Policy and Peak Apple: The Perfect Storm Hits Index Funds
Manage episode 408629225 series 3415392
Inhoud geleverd door David Nelson, CFA, David Nelson, and CFA. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door David Nelson, CFA, David Nelson, and CFA of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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
58 afleveringen
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