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Podcast: The Meb Faber Show - Better Investing
Episode: BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543
Description: Today's guest is Kate Moore. Kate is a member of the Global Allocation investment team and Head of Thematic Strategy.In this episode, Kate talks about the resilience of the U.S. economy. She talks about the concentration of market leadership, the upcoming election's potential effects on policy and markets, the potential for a momentum reversal, and the role of AI in investing.(2:36) Kate's view of the US economy(5:34) Expectations for the Federal Reserve(8:10) Equity market leadership and sector performance analysis(13:25) Small cap insights(22:23) Historical perspective on...