This interactive discussion shares expert insights on long-term investment trends from Big Tech to China, and discuss crucial topics such as debt, demographics, and deflation.
Key takeaways:
- Interest Rate Predictions: A notable 71% predicted global interest rates to hold steady. However, Anton Eser challenges this prevailing view, adding a thought-provoking twist to the discussion.
- The Magnificent Seven in S&P500: The Magnificent Seven companies make up 30% of the S&P500. Chris Eddy raises a critical question amidst the AI revolution: Will productivity gains surpass market expectations?
- Tech Market Speculations: A noteworthy 17% of convention attendees anticipate a crash in the overvalued Tech market.
Panelists:
Bonus: China’s Investment Landscape: Is China truly investable? 16% of Think Indexing Convention attendees’ express doubts. Anton Eser responds with a bold statement, declaring the Chinese Property Market as potentially the largest asset class globally.
Watch the full video below:
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