AZA Capital Management

Chris Recker joined Oliver Renick at Schwab Network to discuss the decline in S&P 500 free cash flow, investment in AI, and the expectations underlying stock prices. Recorded 12/6/2024.

Chris Recker on Schwab Network – Dec 6, 2024 Chris Recker discusses the decline in S&P 500 free cash flow, investment in AI, and the expectations underlying stock prices. Recorded 12/6/2024.

Chris Recker discusses how falling yields impact equity performance. Despite a stock market rally this week, GAAP earnings and free cash flow continue to be challenged, as the Fed’s Powell said that the full effects of tightening are yet to be felt. Chris also outlines bond market valuation relative to equities. Recorded 11/3/2023.

Chris Recker on TD Ameritrade Network – Nov 3, 2023 Chris Recker discusses how falling bonds yields have impacted stocks recently. Yet, earnings and free cash flow continue to be challenged. Chris also outlines bond market valuation relative to equities. Recorded 11/3/2023.