Schwab Network podcast

Fed's Rate Dilemma, AI's Tech Impact, and the Case for AEM, MA, V

13.11.2025
0:00
6:33
Spol 15 sekunder tilbage
Spol 15 sekunder frem

David Miller discusses the current market sell-off, labeling it a meaningful risk-off day, yet maintaining a healthy broader view for equities. He delves into the Federal Reserve's interest rate dilemma and questions the true impact of A.I. on tech stocks and advocating for gold miners like Agnico Eagle Mines (AEM) due to central bank de-dollarization and U.S. government spending. He also champions credit card companies like Mastercard (MA) and Visa (V). Finally, he emphasizes the critical role of Federal Reserve forecasts and interest rate movements as the next significant market catalyst.


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