In this episode of Marks on the Markets, Richard Cunningham and John Coleman interview Matt Monson , a public equities investor from Sovereign Capital. The three of them discuss various topics related to the markets, including the performance of large cap stocks compared to small cap stocks, the rise of artificial intelligence (AI) and its impact on businesses, the current state of interest rates, and the implications of international conflicts on the markets. They also touch on the importance of corporate engagement and proxy voting for faith-driven investors. The conversation concludes with personal reflections on the significance of Passover and the lessons learned from Scripture.
