Cole Smead, Smead Capital Management
Cole Smead, Smead Capital Management
4 January 2024
US Markets Wrap: All about wages; US economy; Fed; whether the AI buzz will die on euphoria & how the bank story will unfold in 2024
Cole Smead, CEO & Portfolio Manager, Smead Capital Management shares his insights on the economy and wages, Fed movements and rate decisions, whether the AI buzz will die down, and how 2024 looks like for banks as interest rates get pushed down.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
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