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Monday, June 17, 2024

Puru Saxena: The FED, Inflation, Recession, Growth Stocks, and What’s Next For Investors

Via Brian Feroldi

Host Brian Feroldi interviews investor and money manager Puru Saxena about the economy, conditions in the stock market, the Fed, inflation, investing, growth stocks and stocks he likes now. 

Time-map:

  • 0:00 Intro
  • 1:00 Summary + More Pain Ahead
  • 5:30 The FED + Investing in bear markets
  • 13:00 S&P 500 15:00 How long will bear market last?
  • 16:52 Cathie Wood + ARK investing style
  • 19:52 Growth stocks
  • 26:00 Tesla + Rivian
  • 30:00 Companies Puru avoids
  • 31:33 FAANG stocks
  • 33:40 China + US + Geopolitics
  • 38:20 Stocks Puru likes
  • 39:00 Macro numbers Puru watches
  • 41:00 Parting thoughts
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