Contrarian Market Predictions: BlackRock's Kate Moore Shares

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Today's guest is Kate Moore. Kate is a member of the Global Allocation investment team and Head of Thematic Strategy.

In this episode, Kate talks about the resilience of the U.S. economy. She talks about the concentration of market leadership, the upcoming election's potential effects on policy and markets, the potential for a momentum reversal, and the role of AI in investing.

To see links or read the transcript of the episode, visit us at https://www.themebfabershow.com/episo...

(2:36) Kate's view of the US economy
(5:34) Expectations for the Federal Reserve
(8:10) Equity market leadership and sector performance analysis
(13:25) Small cap insights
(22:23) Historical perspective on interest rates and inflation
(24:17) Global market cap trends and investment opportunities in Asia
(34:42) Addressing investment biases
(39:02) The role of AI in investing
(44:18) Book recommendations

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