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Ai, Fed Policy and Peak Apple: The Perfect Storm Hits Index Funds
Manage episode 408629225 series 3415392
Innehåll tillhandahållet av David Nelson, CFA, David Nelson, and CFA. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av David Nelson, CFA, David Nelson, and CFA eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
The Money Runner hosted by David Nelson dives deep into the heated debate between index funds and active management. There's a "perfect storm" brewing on the horizon. Ai, the Fed and Apple are colliding creating an opportunity too good to pass up.
00:00 Index Funds vs Active Management
00:33 Change is the True Constant
00:55 The Perfect Storm
01:36 Rise of Index Funds
02:36 Interest Rates, Quantitative Easing
03:47 Ai is the New Age of Compute
05:54 Peak Apple
06:45 Active Manager's Opportunity
08:56 Call to Action
60 episoder
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