The market remains within striking distance of record highs, but as September begins, investors have some new concerns to consider.
Earnings season delivered impressive results, including another strong report from Nvidia. At the same time, comments from the Federal Reserve’s Jackson Hole meeting have raised questions about inflation, interest rates, and whether another rate hike could be coming.
In this episode:
- Why the S&P 500 remains close to its all-time high
- What the Federal Reserve’s latest inflation concerns could mean for interest rates
- Nvidia’s strong earnings and what they say about continued AI demand
- Why Adam and Blake believe AI is improving productivity throughout the economy
- How Airbnb is already using AI to handle a significant portion of customer service inquiries
- Why cybersecurity remains an area of opportunity
- Palo Alto Networks, CrowdStrike, Zscaler, Snowflake and other names they’re watching
- What happened with Williams-Sonoma after its earnings report
- Why having an exit strategy matters when an investment doesn’t perform as expected
- How investors should approach a historically volatile September
Despite the headwinds, Adam and Blake explain why today’s environment looks very different from major downturns such as 2008 or the dot-com crash. Strong corporate earnings and continued productivity growth give them reasons to remain constructive while taking a more cautious approach heading into September.
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