Sawgrass Market Musings
Sawgrass Market Musings
Podcast Description
A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.
Podcast Insights
Content Themes
Focuses on financial market analysis, macroeconomic trends, and investment strategies with episodes covering topics such as the impact of tariffs on market volatility and the implications of emerging AI technologies on economic forecasts.
A podcast series from AAM’s strategic partner Sawgrass Asset Management, LLC.
Anthony Brooks, Portfolio Manager, discusses the strong third quarter spurred by optimism in Artificial Intelligence (AI) developments and a dovish Federal Reserve. The largest technology companies are set to increase spending and Wall Street is rushing to jump on board the ”AI goldrush.” Historically, markets tend to do well in the fourth quarter, however stubborn inflation and mixed monetary policy signals could awaken some volatility.
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