In this episode, Escala Partners CIO, Tracey McNaughton, talks about AI and its energy demand; Biden’s tariff hike on China; and why we should be a little sceptical of the this weeks’ Federal Budget.
(0:54) The latest Bank of America fund manager survey shows optimism in the stock market is at...
Published 05/16/24
In this episode, Escala Partners CIO, Tracey McNaughton, talks about riding the cycle – physically and metaphorically. In a world where there are so many distractions vying for investors’ attention, how can investors “tape up their mirrors”?
(0:57) Tracey, before we start, our clients have been...
Published 05/01/24