Lifestream. Im University Professor at the university of toronto. Before we get started, the land by which university out operates for thousands of years, most recently, the river. Today from his home to clinic and people and we are grateful for the opportunity to work on this land. The University Stands in solidarity with the ongoing protests against systemic racism and discrimination. I have the pleasure of introducing catherine and michael, a business leader, entrepreneur and speaker, founder of the institute for political innovation and ceo of innovations, catherine was formerly president and ceo of get foods, to 50 million food manufacture, she hold degrees from notre dame, Catholic University and Northwestern School of management. She lives in wisconsin, thats where she is coming in from today. Its a special honor to host Michael Porter, University Professors at harvard university, we met a long time ago when i was a student in his industry and Competitive Analysis and Harvard Bu
Indigenous people from across Turtle Island and were grateful for the opportunity to work on this land. The university of toronto stands and sold it with the ongoing protests against systemic racism and discrimination. I have a great pleasure of introducing katherine gale and Michael Porter, Katherine Gehl is a business leader, entrepreneur, author and speaker, founder of the institute for political innovation and the ceo of said innovations both thinking about intractable problems. She was public presidency of a 250 million hightech food manufacturer. She holds degrees from notre dame, Catholic University at Northwestern School of management. She lives in wisconsin with her children and that is where he she is calling in from today. For me its an honor to host Michael Porter, Bishop William Lord University professor at harvard university. We had a long time ago when i was a student in this industry and Competitive Analysis selected at Harvard Business school that was not long after pu
Investors concerned about rising Coronavirus Infections and what that means for the recovery. Global deaths are approaching one million with record cases in france and the u. K. The Trump Administration given an ultimatum over tiktok to delay a ban or respond in court. Ban isnt trumps due to take effect on sunday. ,aidi it was a meandering confused session in the u. S. Investors seemed to be trying to work out where the lead was. Investors weighing the scanned prospects of another stimulus package against a resurgence, the second wave we are seeing across europe and the u. K. Modest gains but the s p has wiped out all of its gains for 2020. Futures trading up by. 3 at this point. When it comes to the asian trading day ahead, the nikkei 225 regaining a little bit of positivity. Modest gains of. 1 , trading in the futures session in chicago. In sydney, we are watching as to whether this surge we have seen in growth shares will continue. The msci australia index jumping to a record high c
We met good afternoon. Thank you for tuning into our lifestream. Im a University Professor at the university of toronto. Before get started, we need to acknowledge his land on which the university of toronto operates, without of the credit rivers. Home to many indigenous people, we are grateful for the opportunity to work on this lan land. University of toronto also extend solidarity with protests against systemic racism and discrimination. I have a great pressure of introducing Katherine Gehl shes a business leader, author and speaker she is the founder of the institute for political innovation and the ceo of innovations think about the intractable problems but catherine was formerly the president ceo, 250 milliondollar hightech food manufacturer. She holds degrees from notre dame, and Northwestern Kellogg School of management page lives in wisconsin with her two children. And that is where is calling in from today. The special honor to host Michael Porter, diversity of lawrence profe
Dow topping 28,000 today for First Time Since february. Its the value trade thats working. Is the rotation for real i think as long as you have confirmation in the bond market, you can believe in it but when that link breaks, the stocks the value stocks probably crash again. We witnessed an episode like this that happened from the middle of may through the middle of june. It was almost a full four weeks. It was violent to the upside value stocks, cyclicals, the quote reopen names Small Cap Value did incredibly well the Growth Stocks took a pause the high flyers corrected but when that ended, it didnt end gently you had crashes in the reopen stocks you had crashes in the value stocks both asbestbsolute and relative to growth its a Real Recovery if that link breaks and i know yields have gone up a bit here and abroad as long as that continues happening, im fine with it. I think you have to watch that more than commentary, more valuation, more than anything else jpmorgan had a great note