Dirk Hofschire and Lars Schuster discuss how strong corporate earnings, AI-driven growth, and shifting Fed policy are shaping a resilient market. Recorded on October 30, 2025.
All content for Market Insights is the property of Fidelity Investments and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Dirk Hofschire and Lars Schuster discuss how strong corporate earnings, AI-driven growth, and shifting Fed policy are shaping a resilient market. Recorded on October 30, 2025.
Market Insights: Revisions, Confidence, and the Secular Bull Market
Market Insights
15 minutes 41 seconds
2 months ago
Market Insights: Revisions, Confidence, and the Secular Bull Market
Dirk Hofschire, CFA, and Lars Schuster discuss rising long-term yields, shifting investor dynamics, and the Fed’s policy outlook amid growing fiscal pressures. Recorded September 3, 2025.
Market Insights
Dirk Hofschire and Lars Schuster discuss how strong corporate earnings, AI-driven growth, and shifting Fed policy are shaping a resilient market. Recorded on October 30, 2025.
