Being Right For The Wrong Reason
From Avenue Insights by Avenue Investment Management
August 12, 2025 · 18 min · Episode 31
About this episode
Bill Harris and Paul Gardner discuss Avenue's views on market changes and the impact of tariffs and AI.
In this episode, Bill Harris and Paul Gardner discuss how the views of Avenue have aged since December 2024, how Avenue has navigated the tariff threats, the current strength of the market, and how the AI bubble has shifted the state of the market.
People in this episode
Host: Bill Harris
Guest: Paul Gardner
Topics covered
- market analysis
- tariff threats
- AI bubble
- investment strategies
- economic commentary
Keywords
- Avenue
- market strength
- tariff threats
- AI bubble
- investment
Mentioned in this episode
Organizations: Avenue
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- ep 29 | Second Quarter Market Update · June 9, 2025 · 16 min
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