An Equity Roundtable with Damian, Ben, and Jose
Listen in to Damian, Ben, and Jose have an unfiltered conversation Stocks, Market Cycles, the Magnificent Seven, Artificial Intelligence, Business Models and more ...
TDAM Talks · ben gossack, Jose Alancherry, damian fernandes
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Show Notes
On this special edition TDAM Talks podcast in our Breadth of Experience series, Damian Fernandes, Managing Director, TD Asset Management Inc. (TDAM), Ben Gossack, Managing Director, TDAM and Jose Alancherry, Vice President, TDAM, engage in a roundtable chat on the equity market: Topics include recessionary fears, market cycles, diverging trends in investing, and revealing their equities "origin story." Damian and Ben are Lead Portfolio Managers at TDAM, and Jose is a Client Portfolio Manager within the TDAM Fundamental Equities Team.
Highlights include:
Is the U.S. Federal Reserve "overcooking" the economy? 1:00
Exploiting skepticism through stock selection 5:50
The Magnificent Seven and the Market - is it the S&P7 vs S&P493? 8:19
Living through the Industrial Supercycle 11:51
Should we be thinking about defensive stocks? 18:05
Is technology overplayed? 21:56
Artificial Intelligence and it's integration into our lives 23:20
The U.S. Elections and the impact on the economy - do they really matter? 25:12
For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast
Email any questions or ideas for future episodes to: [email protected]
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