Barbara Doran

Barbara Doran, CEO and CIO at BD8 Capital Partners, shares her insights on market stability amid Federal Reserve uncertainties and President Trump's comments on economic policies. Leland Miller, CEO at China Beige Book, discusses the impact of the intensifying U.S.-China trade war on the Chinese economy. Cam Dawson, CIO at NewEdge Wealth, contemplates the potential for equities to rebound in 2025 after a volatile start to the year, highlighting the challenges investors face in navigating this unpredictable landscape.

In this insightful discussion, Barbara Doran, CEO of BD8 Capital Partners, sheds light on market trends, specifically analyzing Apple's performance amidst challenges in China. Patrick Moorhead from Moor Insights dives into Intel’s mixed earnings and the competitive dynamics in the tech landscape. The conversation also highlights the struggles of UPS after disappointing guidance, and the potential impacts on its relationship with Amazon, delivering a comprehensive look into the ever-evolving market.

Barbara Doran from BD8 Capital discusses market trends and earnings season, while Courtney Garcia from Payne Capital highlights shifts from tech stocks to stable sectors. Steve Liesman explores implications from the latest Fed minutes, and Eddie Shapiro shares insights on the luxury real estate market despite severe weather impacts. Drew Pettit analyzes equity strategies amid rising inflation concerns, and Mike Santoli provides a look at the bond market. James Hardiman talks about the cruise industry's recovery after the pandemic.

David Zervos from Jefferies discusses how the recent Fed rate cut spurred mixed reactions across markets. Barbara Doran from BD8 shares insights into potential stock performance post-cut. Investor Dan Niles focuses on the impact of rate changes on tech and energy stocks. Mark Mobius explores global market opportunities stemming from these economic shifts. Former Boston Fed President Eric Rosengren offers predictions on future Fed policies and their effects on global investment strategies.

CIO Barbara Doran and Morgan Stanley's Seth Carpenter analyze market action. Moor Insights & Strategy CEO Patrick Moorhead discusses ARM's potential growth. Andrew Ng breaks down the AI summit with Elon Musk and Sundar Pichai. Air Force Secretary talks about China's threats and potential government shutdown economic impact.