A Game of Patience
Manage episode 476608466 series 3473311
In this episode, I discuss the macroeconomic environment, inflation data, consumer sentiment, tariffs and specifically the US vs China trade war. As we move into earnings season, I also discuss JPM earnings results, the outlook and what Jamie Dimon had to say this week. Briefly touch on MS, BLK, and WFC earnings as well.
32 episodes