Investors Contend With AI Alarms, Global Risk at Future Proof

Paisley Nardini, Head of Investment Strategy for Tema ETFs, discusses the industry group ETFs that are surging right now as industry leaders gather in Huntington Beach, California for Future Proof. Then, Hamilton Reiner, Portfolio Manager and CIO for the US Core Equity Team at JPMorgan Equity Asset Management. Plus, Tony Davidow, Senior Private Market Strategist at Franklin Templeton Institute and discusses the wave of AI companies going public and the private market landscape and Chris Galipeau, Head Market Strategist at Franklin Templeton Institute, discusses the public market environment. Finally, Jan van Eck, breaks down the long term macro environment and the where he sees the AI trade going amid ‘doomerism’ from some skeptics.

Chapters
00:00:00 Bloomberg Businessweek Daily
00:03:20 Markets: Oil Surges as Stocks Fall
00:05:11 Thematic Investing Beyond the AI Trade
00:07:35 AI Regulation, Midterms & Investment Risk
00:10:23 Manufacturing, Biotech & Long-Term Opportunities
00:14:42 JPMorgan on Equities, Rates & the Fed
00:16:40 Why the Stock Market Is Broadening
00:18:05 Bond Yields Above 5% Challenge Equities
00:21:21 Inflation, Mortgages & the Housing Market
00:26:28 Public vs. Private Markets
00:28:02 SpaceX & the Evolution of Private Markets
00:31:16 Private Market Valuations & Credit Risk
00:33:47 How Much Should Investors Allocate to Alternatives?
00:36:09 Public Markets, Earnings & Higher Rates
00:39:25 Is a New Fed Rate-Hike Cycle Beginning?
00:41:43 How AI Is Boosting Corporate Profits
00:45:47 VanEck CEO on Market Risks & the Economy
00:48:10 Bonds, Deficits & the 10-Year Treasury
00:49:20 Bitcoin, Gold & the Long-Term Outlook
00:50:24 Trump’s $5,000 Checks & the Deficit
00:53:02 AI Doomerism, Anthropic & Nvidia
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Investors Contend With AI Alarms, Global Risk at Future Proof

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