Dave highlights strong earnings despite a subdued economic backdrop. As Dave remains optimistic about Apple’s fundamentals, they delve into the company’s recent performance and Warren Buffett’s decision to reduce Berkshire Hathaway’s stake in it.
They also discuss the impact of macroeconomic indicators on industrials. Looking ahead, Dave identifies artificial intelligence as a key tailwind for the tech sector and accommodative monetary policy as a potential support for industrials. The episode wraps up with insights into how interest rate decisions may impact equity markets.
Market Movers: Technology and Industrials Insights
Recorded on August 29, 2024
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Dave Gill, CFA®, MBA
Dave has held roles in business development, client service, research and portfolio management. Dave is passionate about the capital markets and has an unwavering focus on helping clients achieve their financial goals. He spent most of his career working in the investment divisions at some of Canada’s largest financial institutions before rejoining TriCert Investment Counsel in 2023 as a Portfolio Manager. Dave holds a Masters of Business Administration from Western University and is a CFA® charterholder.
