Everyone Feared Recession. His Data Said Otherwise | US Bank CIO Eric Freedman on What It Says Now
Eric Freedman, Chief Investment Officer at US Bank Wealth, joins Excess Returns to discuss markets, the economy and his investment process. Freedman shares his “control the controllables” investment framework, why he’s maintained a glass-half-full view on the U.S. economy, and how data—not emotion—drives portfolio decisions. The conversation covers macro trends, inflation, the Fed, AI, valuation, and how to stay disciplined as an investor.
Topics covered:
Data-driven investing and the “control the controllables” framework
Why the U.S. consumer remains resilient
Inflation outlook and how…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.