Three Things That Matter This Week E2: stock market breadth, recession, Fed Sequoia, Vision Pro
Description
Tom Lee, co-founder of Fundstrat and FSInsight, discusses the positive signs of market breadth expansion, inflation, recession and the upcoming Fed meeting. Chi Tsang, CIO of m1720, discusses the Sequoia split, Bytedance, and the implications for China Tech. Donnovan Andrews warns not to count out the Apple Vision Pro despite high price tag. It has amazing features and Apple can finance buyers.
Holidays are approaching and the tree is going up! Fun facts of the most famous tree in NYC. In this episode, Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720 discuss how the market is running higher despite naysayers. Are investors...
Published 11/20/23
X feed blowing up over AI. Techno-optimist manifesto promises tech and free markets will bring save us all. Biden issues EO to protect us from AI. UK hosts AI Safety Summit although all top AI firms are American. Does AI need to be regulated? Now? Will regulation foundation models stifle...
Published 11/08/23