What happened?
US stocks have recently reached new all-time highs. In this episode of the Beansprout Podcast recorded at MooFest 2025, I sit down with JPMorgan Asset Management’s US Equity Investment Specialist Christian Mariani to discuss where opportunities lie. We discussed the US Federal Reserve interest rate direction, and if artificial intelligence (AI) can continue to be a driver of market upside. Christian also how option strategies like covered calls can enhance income in volatile markets, as well as timeless lessons for investors. Catch the full conversation in the video below.
Interview with US Equity Investment Specialist at JP Morgan Asset Management: Stocks at all-time highs. Where are the opportunities?
02:54 – US Markets – Resilient Fundamentals but Risks Ahead
Despite US markets rebounding to all-time highs after tariff-driven volatility, JPMorgan’s Christian Mariani highlights strong corporate earnings and AI-led growth while cautioning that high valuations and policy…
