Wall Street Breakfast
Avoiding recession, cooling inflation, AI plays and financial earnings with Victor Dergunov
Victor Dergunov runs The Financial Prophet.
- (0:35) 25 basis point increase likely coming from Fed and already priced into the market
- (4:20) Cooling inflation and how macro picture is affecting earnings
- (11:00) Avoiding a textbook recession; looking for troubling signs
- (18:20) Favorite AI plays - the heavy lifters
Transcripts on Seeking Alpha
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Wall Street Breakfast on Twitter
- Broadcast on:
- 23 Jul 2023