Market Challenges and Earnings Expectations

- Nouriel Roubini, NYU Professor Emeritus and Senior Advisor at Hudson Bay Capital
- Seema Shah, Chief Global Strategist at Principal Asset Management
- Jeetendra Patel, Chief Product Officer at Cisco
- Kate Moore, CIO: Citi Wealth

NYU Professor Emeritus and Hudson Bay Capital's Nouriel Roubini discusses risks to the US economy and potential for stagflation amid incoming tariffs on April 2. Seema Shah of Principal Asset Management talks about portfolio positioning as the S&P looks to snap its weekly losing streak. Cisco's Chief Product Officer Jeetendra Patel talks about the impact of artificial intelligence on the broader US labor market and how Cisco is addressing those challenges in its own operations. Kate Moore, CIO at Citi Wealth, discusses her new role and how she's investing amid market volatility and policy uncertainty.

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