EPISODE · Dec 24, 2024 · 17 MIN
PART TWO: A Chat on Fourth Quarter Market Events aka "The Equity Roundtable"
from TDAM Talks · host Jose Alancherry, Vitali Mossounov, Damian Fernandes
As we close out 2024, the U.S. economy remains a focal point, with the election, market trends and shifting economic health all under the microscope as the presidency shifts to Trump 2.0. Meanwhile, the transformative impact of AI on industries is accelerating, driving productivity and industry adoption. Consumer sentiment in the wake of inflation and affordability concerns are reshaping spending habits as companies seek to improve data and AI to deliver personalized products faster. With these key themes at the forefront, what's been the story for 2024 and what might lie ahead for 2025?Join Damian Fernandes, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Vitali Mossounov, Vice President & Director, Co-Lead of Research, TDAM and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM for an engaging Q4 roundtable chat about the forces driving change, and how businesses and consumers are adapting to meet new challenges and opportunities. 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] follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What this episode covers
Will Generative Artificial Intelligence substantially change the way we do business? Is this an inflection point for productivity caused by this innovation? Is this progress a good thing or potentially destructive to the work force? Listen in as Jose chats with Damian and Vitali on the 2ND part of a 3 part discussion on stock market in the fourth quarter.
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PART TWO: A Chat on Fourth Quarter Market Events aka "The Equity Roundtable"
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