Adam Coons

Join Adam Coons, Co-Chief Investment Officer at Winthrop Capital Management, and Helen Zhu, Chief Investment Officer at NF Trinity, as they unravel the chaos in financial markets spurred by U.S. tariffs and China’s swift retaliation. They discuss the implications of rising inflation, the Federal Reserve’s cautious stance, and how tech and healthcare sectors might offer refuge for investors. Amid geopolitical tensions, they analyze the vulnerabilities faced by major companies like Apple and Tesla, providing insights on navigating today's turbulent investment landscape.

In this discussion, Qian Wang, Chief Asia Pacific Economist at Vanguard Group, evaluates the Asia-Pacific and U.S. economic outlook. Will McDonough, CEO of Corestone Capital, shares insights on market reactions to economic data and interest rates. James Abate from Centre Asset Management analyzes implications for inflation, while Adam Coons from Winthrop Capital Management discusses how economic metrics influence market trends. They also cover the significance of the US jobs report and the upcoming NDRC meeting's potential impact on global markets and investor confidence.

Join Dan Ives, a Senior Equity Analyst at Wedbush Securities, alongside investment experts Adam Coons, John Davi, and Burns McKinney, as they dive into Nvidia's recent antitrust woes and its ripple effects on the semiconductor industry. They analyze how these challenges might sway investor sentiment and tech performance, while also discussing the outlook for chip demand. The conversation also touches on navigating market volatility, labor trends, and the potential of emerging markets, providing crucial insights for savvy investors.

In this discussion, Adam Coons, Co-Chief Investment Officer at Winthrop Capital Management, and Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, delve into market volatility impacting Asian trading. They highlight shifts towards high-quality tech stocks and the bond market amid inflation fears. Eric Lynch from Scharf Investments shares insights into the mixed sentiment around AI investments, while Louis Navellier of Navellier & Associates discusses economic shifts affecting tech and stable sectors. The group also anticipates the launch of TMSC's Arizona plant and its implications.

Steve Matthews, Bloomberg Federal Reserve Reporter, shares insights on why the Fed might resist major rate cuts. Adam Coons, Chief Portfolio Manager at Winthrop Capital Management, updates listeners on market trends amidst uncertainty. Dan Ives, Senior Equity Analyst, discusses the implications of Cisco's job cuts and TSMC earnings. Shawn Donnan, Senior Economics Correspondent, explores how economic factors in swing states could shape the upcoming US election, revealing key insights into voter behavior and its potential impact on the tech industry.