Afsaneh Beschloss

Stuart Kaiser, Citi Head of US Equity Trading Strategy, says we're seeing some "fatigue" in tech buying. Gita Gopinath, IMF First Deputy Managing Director, says a number of factors could be "muting the effect of monetary policy transmission," and as those effects decline, "we can start seeing more of a slowing in activity." Kit Juckes, Societe Generale Chief FX Strategist, sees weakness ahead for the dollar. Cameron Dawson, NewEdge Wealth CIO, believes in the 60/40 portfolio plus alternatives. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Afsaneh Beschloss, RockCreek Founder & CEO.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

In this podcast, Sonal Desai explains why Moody's cut to its US outlook is not important to holders of US debt. Michael Spence discusses the potential of generative AI as a digital assistant. Afsaneh Beschloss talks about China's climate investments. Melissa Kearney explains how to build a resilient economy.

Lori Calvasina and Scott Chronert discuss the paradigm shift in a higher-rates environment. Afsaneh Beschloss explains the differences among new BRICS entrants. Eric Cantor talks about how higher interest rates affect dealmaking.

Afsaneh Beschloss, CEO and founder of Rock Creek Group, dives into the turbulent waters of market dynamics influenced by recent tariff announcements. She shares her insights on how these tariffs may lead to continued market choppiness and discusses the potential for interest rate cuts by the Federal Reserve. The conversation also explores institutional investors adjusting their strategies in response to economic shifts, with a close look at consumer costs and the evolving trade landscape between China and Vietnam.

Join market experts Ryan Detrick, Michael Sansoterra, Afsaneh Beschloss, Chris Caso, James Shin, and Anthony Tutrone as they navigate a turbulent stock market. They discuss Qualcomm's recent downgrade, the bullish outlook on Eli Lilly, and prime picks in alternative investments. Insights delve into upcoming economic data, the potential for a soft landing, and retail transformations post-pandemic. Each guest offers a unique perspective on how geopolitical risks and interest rates are shaping investment strategies.