Sawgrass Market Musings
A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.
Sawgrass Market Musings
A New U.S. Administration, Tariffs and the Emergence of a Lower-Cost AI
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Advisors Asset Management, Inc.
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Liridon Gila, CFA, Portfolio Manager, discusses how tariffs and a new lower-cost AI technology could lead to increased market volatility. He also details how a pro-growth Trump administration, the Fed’s easing cycle and current extreme relative valuations could also lead to a continued market broadening.