Avoiding recession, cooling inflation, AI plays and financial earnings with Victor Dergunov

Victor Dergunov runs The Financial Prophet.

• (0:35) 25 basis point increase likely coming from Fed and already priced into the market
• (4:20) Cooling inflation and how macro picture is affecting earnings
• (11:00) Avoiding a textbook recession; looking for troubling signs
• (18:20) Favorite AI plays - the heavy lifters

This is an abridged conversation from Seeking Alpha's Investing Experts podcast.

Transcripts on Seeking Alpha
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