Schlosstein Says Fed Becoming Less Important to Markets

The video features Ralph Slosh, Chairman Emeritus at Evercore, discussing market optimism, the impact of tariffs, and the role of the new presidency on economic perception. He highlights the confidence in market growth, potential risks, and the importance of earnings. The discussion also covers AI investments, comparing them to the dot-com bubble, and the role of established tech companies. Finally, Ralph addresses fiscal policy concerns and potential market risks.

How does Ralph view the role of the Federal Reserve in the current market environment?

What are the potential risks that Ralph identifies that could impact the market rally?

What does Ralph imply about the sustainability of fiscal policy in the country?