Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman

Excess Returns

المحتوى المقدم من Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Jack Forehand and Justin Carbonneau, Jack Forehand, and Justin Carbonneau أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

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In this episode of Excess Returns, we sit down with Simeon Hyman, Global Investment Strategist at ProShares, for a wide-ranging discussion on the current state of the economy, inflation, the Fed, market valuations, and market leadership. Simeon shares his thoughts on the possibility of a soft landing, the impact of AI on productivity and the economy, and the surprising beneficiaries of AI disruption. We also dive into some of the strategies offered by ProShares, including their dividend growth and covered call ETFs.

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