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Ophir Gottlieb, CEO of Capital Market Laboratories, discusses the health of the nontech economy, the "deadline" for the Federal Reserve to cut rates, and his outlook on NVIDIA, Tesla, and AI companies.

*This video was recorded on July 2, 2024

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0:00 Intro
1:54 Small to medium businesses
6:20 The Fed’s mandates
10:20 Inflation vs. monetary policy
18:00 Sectors most at risk
20:00 Bank of Japan
23:35 Tech sector
25:49 NVIDIA
28:40 Tesla
31:45 AI investment implications

#economy #investing #stocks