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U.S. Global's Holmes sees capital formation being unleashed, and pushing market higher

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Contenido proporcionado por Money Life with Chuck Jaffe and Chuck Jaffe. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Money Life with Chuck Jaffe and Chuck Jaffe o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Frank Holmes, chief investment officer at U.S. Global Investors, sees the market as being due for a big correction after an "amazing move" over the last two years, but he also sees the market beginning a new era of capital innovation and creativity that will help to push the market back to new heights over the next few years. He notes that artificial intelligence will keep leading the way higher, though he says he typically prefers the AI-adjacent companies to the direct players in the space. He also discusses gold, crypto and more in a wide-ranging Big Interview. Todd Rosenbluth, head of research at VettaFi, looks to double down on the winners of the Nasdaq Composite with his pick for ETF of the Week, and Peter Schneider, president of Primerica, discusses the firm's latest Financial Security Monitor, which showed that recent gains in purchasing power don't have middle-income families feeling any better about their personal finances. In the Market Call, Ryan Jacob, chief investment officer of the Jacob Funds, talks technology stocks and where the next round of AI winners might come from.

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1720 episodios

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Manage episode 456386261 series 2562870
Contenido proporcionado por Money Life with Chuck Jaffe and Chuck Jaffe. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Money Life with Chuck Jaffe and Chuck Jaffe o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Frank Holmes, chief investment officer at U.S. Global Investors, sees the market as being due for a big correction after an "amazing move" over the last two years, but he also sees the market beginning a new era of capital innovation and creativity that will help to push the market back to new heights over the next few years. He notes that artificial intelligence will keep leading the way higher, though he says he typically prefers the AI-adjacent companies to the direct players in the space. He also discusses gold, crypto and more in a wide-ranging Big Interview. Todd Rosenbluth, head of research at VettaFi, looks to double down on the winners of the Nasdaq Composite with his pick for ETF of the Week, and Peter Schneider, president of Primerica, discusses the firm's latest Financial Security Monitor, which showed that recent gains in purchasing power don't have middle-income families feeling any better about their personal finances. In the Market Call, Ryan Jacob, chief investment officer of the Jacob Funds, talks technology stocks and where the next round of AI winners might come from.

  continue reading

1720 episodios

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