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Chance Finucane, CIO of Oxbow Advisors, discusses the outlook for the stock market, bonds, yields, and his assessment of current equities valuations.

Watch Chance's last interview with me:    • Danger Ahead: Markets Mispriced The F...  

*This video was recorded on July 15, 2024

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0:00 - Intro

1:08 - Presidential election and markets

3:45 - Warren Buffett Indicator

7:35 - AI trend

9:20 - Mean regression trade

11:35 - Inflation

13:51 - Fed cuts

15:41 - Yield curve

18:00 - Semiconductor companies

24:00 - Mega-cap companies

26:45 - Golden Era of Growth

#stocks #economy #investing