上昇相場に押し目は来ない？【堀古英司のウォール街裏話】

Watch the full program (29 minutes) here: https://txbiz.tv-tokyo.co.jp/horiko/v... Eiji Horiko, a Wall Street fund manager, and Akiko Sasaki, a longtime TV Tokyo economics anchor, discuss the global economy over drinks. This episode delves into topics from a fund manager's perspective, including the view that "waiting for a pullback" is a no-no even in the current bull market, the impact of AI on employment statistics, the relationship between the Fed's interest rate cuts and the "productivity growth cycle," and why US corporate performance is driving stock prices even in times of tariff hikes. He says he aims for a 50% return over three years for the fund he manages. Don't miss his thoughts on target stock prices and expected returns, key points for stock replacement, and his interpretation of the short-term shock surrounding NVIDIA. Cast [Horiko Eiji] Chief Investment Officer of Horiko Capital Management, a New York-based investment advisory firm. He manages the "New Horiko Focus Fund [nicknamed the New Statue of Liberty]" mutual fund for individuals residing in Japan. In 2023, he was named one of the best investment advisors in the United States by USA TODAY. [Sasaki Akiko] TV Tokyo Newscaster ▼Click here for the program page https://txbiz.tv-tokyo.co.jp/horiko #HorikoEiji #SasakiAkiko #NewYork #WallStreet #Fund #Manager #Nekka #UtagawaHiroshige #Horiko #Focus #Bunch