• A New U.S. Administration, Tariffs and the Emergence of a Lower-Cost AI

  • 2025/02/11
  • 再生時間： 4 分
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A New U.S. Administration, Tariffs and the Emergence of a Lower-Cost AI

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  • Liridon Gila, CFA, Portfolio Manager, discusses how tariffs and a new lower-cost AI technology could lead to increased market volatility. He also details how a pro-growth Trump administration, the Fed’s easing cycle and current extreme relative valuations could also lead to a continued market broadening.
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Liridon Gila, CFA, Portfolio Manager, discusses how tariffs and a new lower-cost AI technology could lead to increased market volatility. He also details how a pro-growth Trump administration, the Fed’s easing cycle and current extreme relative valuations could also lead to a continued market broadening.
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