BU BÖLÜM HAKKINDA
What is powering the U.S. economy as we move through 2026?
In this episode of Real Investment Insights, Client Portfolio Manager, Jonathan Bernstein, sits down with Sr. Portfolio Manager, Gary Stringer, to discuss the role of productivity, capital investment, onshoring, AI, and infrastructure in shaping the economic backdrop.
Watch now to hear their perspective on what businesses are investing in, why productivity trends matter, and what these developments could mean for markets and the economy.
For more information, visit sheltoncap.com, contact Shelton Capital Management at (800) 955-9988 or info@sheltoncap.com.
Prefer to watch the video? Click here: https://youtu.be/SR00cT9oQyg
ingilizce
Amerika Birleşik Devletleri
TRANSKRİPT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
SON BÖLÜMLERİ ARA
Shelton Capital Management | Real Investment Insights için geçmiş bölümleri ara.
BU PODCAST'IN DİĞER BÖLÜMLERİ
In this month’s market update, Gary Stringer, Senior Portfolio Manager at Shelton Capital Management, discusses why higher food and energy prices are pressuring consumers, but may not be enough to derail the broader U.S. economy. He examines the economy’s reduced sensitivity to these costs, the rol…
In this month’s market update, Gary Stringer, Senior Portfolio Manager at Shelton Capital Management, discusses that despite ongoing conflict in the Middle East, the U.S. economy is showing signs of accelerating growth in the second quarter after a relatively soft start to the year. As often happen…
Interest rates remain one of the primary concerns for investors as Kevin Warsh has officially assumed leadership at the U.S. Federal Reserve (Fed). While we believe the possibility of a rate cut has diminished considerably, we are not yet expecting additional rate hikes. In our view, Warsh is likel…
In this episode of Real Investment Insights, Client Portfolio Manager, Jonathan Bernstein, and Senior Portfolio Manager, Gary Stringer, discuss how a potential shift in Federal Reserve leadership could influence interest rates, balance sheet policy, and bank reserves. Tune in for a thoughtful conve…
In this month’s market update, Gary Stringer, Senior Portfolio Manager at Shelton Capital Management, explains why the U.S. economy remains resilient despite geopolitical tensions, softer headline GDP growth, and continued market volatility.Private sector activity appears stronger than overall GDP …
Feragatname: Bu sayfaya yerleştirilmiş podcast ve sanat eserleri, sahibinin mülkiyetinde olan ve Listen Notes, Inc.'e bağlı olmayan veya tarafından onaylanmayan Shelton Capital Management'e aittir.
DÜZENLE
Podcast veritabanını güncel tutmaya yardımcı olduğunuz için teşekkür ederiz.
