Recorded on 08/12/25
ACM’s Co-Founder and Chief Investment Officer, Dr. Charles Lieberman, joined Schwab Network to share why he sees the current environment as “almost optimal” for stocks. In this interview, Dr. Lieberman breaks down the latest CPI data, the market’s relief rally, and the potential for the Federal Reserve to cut rates, possibly by more than investors expect. He also discusses the economic impact of easing tariff concerns, shifting labor supply, and what these trends could mean for growth, wages, and long-term market performance.
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