On this episode of Beyond the Benchmark, we welcomed Don Rissmiller and Jason Trennert from Strategas to dissect the complexities of the US economy and interest rates. They offer their insights into the current inflation problem, the challenges faced by central banks, and the balancing act between supply and demand. Listen in as we discuss the risks in the labor market, the effects of bank failures, and the need to avoid a stop-and-go policy.  As the conversation progresses, we also examine the influence of AI on investing, the potential disruptions it could cause to stock-picking and GDP, and how large-cap companies stand to benefit.  In the final part of our discussion, we ponder the future of hedge funds and globalization, exploring the potential implications of a soft landing in the US economy. We discuss the possibility of inflation decreasing without causing pain in the labor market, and the prospect of a new breed of hedge fund investors emerging in the coming years. (0:00:05) - US Economy and Interest Rates Outlook(0:10:45) - Interest Rate Changes & Market Analysis(0:16:33) - Market Gains Driven by Multiple Expansion(0:23:12) - AI and Market Pullbacks in Investing(0:39:14) - Future of Hedge Funds and Globalization Our host, Moz Afzal: https://bit.ly/31XbkTR Our guests: Don Rissmiller, Founding Partner of Strategas: https://bit.ly/3DUqMDn Jason Trennert, CEO and Cheif Investment Strategist of Strategas: https://bit.ly/3YFjWeE EFGAM: https://www.newcapital.com/ Important disclaimers The value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested.  This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. You should seek your own professional advice suitable to your particular circumstances prior to making any investment or if you are in doubt as to the information in this document. Although information in this document has been obtained from sources believed to be reliable, no member of the EFG group represents or warrants its accuracy, and such information may be incomplete or condensed. Any opinions in this document are subject to change without notice. This document may contain personal opinions which do not necessarily reflect the position of any member of the EFG group. To the fullest extent permissible by law, no member of the EFG group shall be responsible for the consequences of any errors or omissions herein, or reliance upon any opinion or statement contained herein, and each member of the EFG group expressly disclaims any liability, including (without limitation) liability for incidental or consequential damages, arising from the same or resulting from any action or inaction on the part of the recipient in reliance on this document. The availability of this document in any jurisdiction or country may be contrary to local law or regulation and persons who come into possession of this document should inform themselves of and observe any restrictions. This document may not be reproduced, disclosed or distributed (in whole or in part) to any other person without prior written permission from an authorised member