The Exchange Fed Fallacy?, Health of Housing, and Bellwethers on Deck 11/8/23
Nov 8, 2023
David Zervos, Jefferies chief market strategist, discusses the Fed's impact on inflation. CEOs share insights on the trend of people being stuck in homes they bought with low mortgage rates. Earnings reports from Disney, Affirm, Instacart, and Arm are on deck.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 3min
The Fed's Policy Moves and the Debate Over Inflation
02:50 • 12min
Analyzing the Fed's Use of the Balance Sheet and Potential Rate Cuts
14:25 • 4min
Upwork's Strong Q3 Results and Growth in AI Adoption
18:52 • 2min
Expanding Net New Logos, Product Innovations, and the Rise of Freelancing in the Macro Environment
20:36 • 5min
Weight Loss Drug Approval, Earnings Reports, and Housing Market
25:20 • 9min
Deflation Rate and De-commoditizing Doors; Amazon Prime's Expansion into Health Space
34:37 • 2min
Accessing Healthcare and the Rise of One Medical
37:03 • 7min
Analyzing Amazon, Instacart, and ARM: Earnings Reports and Growth Potential
43:45 • 4min