Greater Possibilities

In Part 2 of our recent conversation with Justin Livengood, we discuss the impact of artificial intelligence on wide variety of industries, why some of his favorite companies are industrials, and when we might see a lessening of market concentration. (Invesco Distributors, Inc.)

A year after the collapse of Silicon Valley Bank (SVB), Justin Livengood returns to the podcast to talk about more recent concerns about US regional banks and important differences between the situation now and one year ago. (Invesco Distributors, Inc.)

Head of US Government Affairs Jennifer Flitton joins the podcast to discuss where the candidates stand on issues of importance to investors, as well as the fast-moving details of the foreign aid bill in Congress. (Invesco Distributors, Inc.)

Will the US equity market remain concentrated? Will Red Sea shipping disruptions be inflationary? Are outsized equity returns over for the near term? Brian Levitt tackles the Top 10 market questions he’s hearing as 2024 begins. (Invesco Distributors, Inc.)

Invesco Fixed Income’s Chief US Economist joins the show to answer questions on recession, rates, and considerations for income-seeking investors in the new year. (Invesco Distributors, Inc.)

Will inflation come under control before the economy deteriorates? When will central banks start cutting rates? And what happened to the much-anticipated US recession that was expected in 2023? Kristina Hooper and Alessio de Longis join the podcast to answer these questions and many more. (Invesco Distributors, Inc.)

The House of Representatives has been without a Speaker for over two weeks. Jen Flitton joins the podcast to discuss the ongoing drama and the implications for the looming government shutdown. We also discuss the crisis in Israel and Gaza, and share early opinions on the 2024 presidential election. Recorded October 19, 2023. (Invesco Distributors, Inc.)

Brian Levitt shares his quick answers to frequently asked questions on issues impacting US markets, including government shutdowns, worker strikes, interest rates, and Federal Reserve policy. Recorded Oct. 6, 2023. (Invesco Distributors, Inc.)

Almost 13,000 stocks are classified as international small- and mid-cap (SMID), but “US investors see international SMID cap in all the wrong ways.” David Nadel discusses the misperceptions investors have about these stocks and where his team sees opportunities in this often-overlooked space. (Invesco Distributors, Inc.)

From HAL to the Terminator, pop culture has given us plenty of doomsday scenarios around artificial intelligence, or AI. But what’s the real story? Ashley Oerth joins the podcast to talk about what AI is (a tool that can help knowledge workers be more productive) and what it isn’t (the end of humanity, thankfully). And she discusses three categories of companies that may benefit from the AI craze: enablers, adopters and responders. [Invesco Distributors, Inc.]