”Very unusual”: US tech stocks in historic market anomaly (ASR Interview Series - Part 1)

Alison Savas is joined by Ian Harnett, the co-founder and chief investment strategist of Absolute Strategy Research. 

Ian shares big picture macroeconomic perspectives and views on the state of global stock markets. 

This is part 1 of a 2-part interview. 

Key Times:

• What Fed Governors are thinking right now: 1:40
• US macro + takes on recent economic data: 5:00
• Is the good news all priced in? 10:00
• Narrow earnings growth in the US: 14:00
• Growth outside the US: 16:00
• The energy capex cycle: 27:00
• AI: 30:45
• Overweighting the USD: 36:00
• Ian's rate cut call: 45:00