JP Morgan Asset Management global market strategist Jack Manley joins ‘The Claman Countdown’ to discuss his outlook for the economy and market, the impact of artificial intelligence on big tech and more.
00:00 Global chip market volatility and Chinese competition
01:17 Jack Manley on the ‘21st Century Space Race’
01:48 The Fed and interest rate expectations
02:30 Why the AI trade is not overcrowded
03:51 Dealing with "golden handcuffs" and capital gains
04:28 Diversifying into Europe and Japan
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