Alicia Levine

Alicia Levine from BNY Wealth reveals insights on managing $300 billion for clients, market risks, GameStop, rising valuations, and the impact of inflation on the economy. The discussion also covers shifting cash and fixed income investments, housing challenges, and exploring different podcasts for valuable insights.

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares her insights on equity markets amidst tariff uncertainties. Rick Rieder from BlackRock warns of troubling signs from the bond market that investors should monitor. Eric Cantor discusses how President Trump's policies will shape economic direction in Washington. Meanwhile, United Airlines CEO Scott Kirby highlights the state of the airline industry, navigating challenges from geopolitical tensions and shifting consumer habits.

Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, shares her insights on the 2025 market outlook and the risks influenced by the Federal Reserve. Jason Furman, an economics professor at Harvard, discusses the potential inflationary impact of President Trump’s second term policies. Meanwhile, Jason Trennert, Chief Investment Strategist at Strategas, explores major market trends, the future of interest rates, and the implications of inflation strategies for investors. A lively discussion on navigating economic uncertainties provides valuable perspectives!

In this discussion, Peter Navarro, former Director of the Office of Trade and Manufacturing Policy at the White House, shares keen insights on the complexities of trade negotiations, emphasizing the balance between economic goals and national security. Alicia Levine, Head of Investment Strategy at BNY Wealth, provides a compelling outlook for the S&P 500, considering the implications of current trade agreements. Together, they explore how evolving trade relations affect investment strategies and market dynamics.

Alicia Levine, Head of Investment Strategy at BNY Wealth, analyzes the equity market amidst political uncertainties. Ed Morse, Senior Advisor at Hartree Partners, discusses energy markets' outlook in a potential second Trump administration, highlighting OPEC+ dynamics. Mike Mayo, from Wells Fargo, dives into banking sector performance, emphasizing investment strategies and the impact of tariffs on major banks and international trade. Together, they unravel the intricate threads of finance in today's shifting landscape.

Alicia Levine, Head of Equities at BNY Wealth Management, shares her insights on the uncertainty surrounding potential Fed rate cuts through 2025 and their implications for risk assets. Jason Furman, Professor of Practice in Economic Policy at Harvard Kennedy School, discusses economic policies under Trump and Harris, exploring how presidential leadership shapes economic outlooks. The duo also delves into the Federal Reserve's cautious stance on interest rates and the potential fallouts of tariffs on consumers and trade.

Market experts Joe Terranova, Brian Belski, and Alicia Levine discuss the recent stock market activity, potential correction, Netflix's upcoming results, and market rotation. Insights on market forces, economic signals, and updates on Domino's, Beyond Meat, Novartis, and Blackstone are also provided.

BNY Mellon's Alicia Levine discusses the 'new normal' of inflation and economic growth in the US. Admiral Stavridis predicts Israel's measured response to Iran's attacks. Citi's Aakash Doshi talks about the rally in gold with a price target of $3,000/oz.

Distressed investing opportunities are discussed, alongside the rise of AI in tech. The distinction between trade of goods and ideas is explored, as well as the role of business in shaping the Republican party.

Guests discuss positive outlook for risk assets and the flow of money into equities. They explore market timing impossibility and the influence of politics on investment decisions. Additionally, they talk about the impact of generative AI and the strength of the US dollar on the global economy. They also highlight the increasing interest in small cap and mid-cap stocks and share their cherished experiences living in university dorms.