“More technology, more life science and healthcare:” Scott Sperling believes these are what will fuel the future. He also sees opportunities in logistics and thinks more businesses will “fundamentally tweak” their models with technology to become more efficient and prosperous. On the Fed, he says the best option is a 25 basis point rate cut in September. He also brings the case that the Fed is losing control over the 10-year.
Market On Close
19 Aug 2025
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