16.10.26 Ryan McCaugherty, Sandstone Insights
Sandstone Insight's Ryan McCaugherty weighs-in on the AI trade, pointing to preferred Australian exposure. The conversation also covers the current economic landscape, focusing on job reports, inflation, and the impact on various sectors, particularly REITs and consumer retail. All ears are tuned to Fed Chair Kevin Warsh's comments tonight.
Chapters
00:00 Economic Overview and Job Reports
02:57 Inflation and Interest Rate Expectations
05:56 AI Sector Dynamics and Investment Opportunities
10:06 Consumer Retail and REITs Outlook
The skinny
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