Trends with Benefits #101: The Macro Economy and Institutional Investing
06 June 2023
Listen Time 35:20 MIN
This episode is jam-packed with all the info you need to catch up on what’s happening in the economy. I am joined by Tavis McCourt, Institutional Equity Strategist at Raymond James. Tavis discusses the tightness of the labor market and the excess of white-collar labor in the U.S. He breaks down the impact of slowing consumer spending on inflation and earnings. Tavis offers insight into the portfolio positioning of institutional investors and what retail investors can learn from this. We also discuss the pricing of small, mid, and large-cap equities.
If you’re looking to invest in the rise of AI, Tavis explains that the companies that will be successful in the long run are those that can use AI to create a natural monopoly. What’s another option? Investing in what’s alreadydriving the growth of AI.
Show Notes:
02:48 U.S. Economy Overview
03:54 Consumer Spending
05:34 Labor Market and Salaries
10:50 Rates and Inflation
19:26 Institutional Investing Trends
23:57 Small-Cap Stocks
29:37 Long-Term Trend
33:35 Trend or Fad
Trend or Fad
Listen for Tavis’s take on cryptocurrency, T-bills, wellness companies, ice baths, and “buy now, pay later.”
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