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Podcast: Money Life with Chuck Jaffe
Episode: Global X's Helfstein: 'This is not the nice rosy year we had in '24'
Description: Scott Helfstein, head of investment strategy for Global X ETFs says "Investors had better be ready for some chop" in 2024, but he thinks fundamentals are good and expanding and the market will broaden so that the economy and market pick up in areas that have not done well of late. Those conditions may create a volatile market but should help fight off a slowing pace of interest rate cuts. Helfstein sees several themes leading the way, most notably artificial intelligence — both the providers and the AI infrastructure — but also power companies, and then infrastructure investing. His take on infrastructure — partic...