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“Time Has Come”, AI 2.0 Trade, 3 Buys & a Bail: Turnaround Edition 8/23/24
Manage episode 435796465 series 2874535
Fed Chair Powell is signaling that the Fed will cut rates next month, and while he stopped short of saying by how much, one of our guests is confident it’ll be by 50 basis points. Plus, Our strategist is bullish on what he calls AI 2.0 companies and brings us the names he says are in a sweet spot. And hopes of a turnaround helped Peloton rally toward its best day ever yesterday. Today, we’re looking at the turnaround trade in 3 Buys and a Bail.
1307 episoder
Manage episode 435796465 series 2874535
Fed Chair Powell is signaling that the Fed will cut rates next month, and while he stopped short of saying by how much, one of our guests is confident it’ll be by 50 basis points. Plus, Our strategist is bullish on what he calls AI 2.0 companies and brings us the names he says are in a sweet spot. And hopes of a turnaround helped Peloton rally toward its best day ever yesterday. Today, we’re looking at the turnaround trade in 3 Buys and a Bail.
1307 episoder
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