Market Sentiment Shifts: Fed Policy and AI Impact
Manage episode 424119155 series 3580358
The conversation discusses a change in sentiment in the market, with a potential shift towards volatility and a minor repricing. The Federal Reserve's decision to lower rates is being pushed out, and there is a concern about potential wage inflation. The conversation also touches on the impact of AI on various industries, including healthcare and education. Inflation and its effect on the commercial real estate market are also discussed.
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1. Change in Sentiment and Market Volatility (00:00:00)
2. Federal Reserve's Decision and Potential Wage Inflation (00:06:53)
3. Boeing Whistleblower and Vacant Office Building Sale (00:31:40)
18 episod