Barbara Doran

Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, shares insights on hedging demand and the dynamics of volatility in the MAG-7 tech stocks. Wendy Schiller, an expert in U.S. politics, discusses how domestic economic issues influence policy and upcoming elections. Barbara Doran, CEO of BD8 Capital Partners, talks about the implications of AI on equity strategy and investment timing, while examining CapEx demands in the tech sector. A riveting conversation on how these elements shape the current market landscape.

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.

Lisa Su, Chair and CEO of AMD, talks about groundbreaking AI technologies unveiled at their recent event, including the MI355 chip and the push for integrated systems. Brian Armstrong, CEO of Coinbase, shares insights from the Crypto Summit, discussing the current state and future of the crypto industry. Meanwhile, Barbara Doran provides market perspectives, balancing bullish and cautious views, and highlighting key financial trends. Together, they explore the intersection of technology, finance, and market dynamics in today's rapidly evolving landscape.

Barbara Doran, founder of BD8 Capital Partners, shares insights on Amazon's earnings and its ripple effects in the market. Technology analyst Dan Ives delves into Apple’s quarterly results, highlighting strong services growth despite iPhone revenue misses. Both guests discuss broader tech trends and the impact of AI on these giants. Doran analyzes Amazon’s AWS performance, while Ives emphasizes potential opportunities in Macs and content, painting a positive outlook for tech's future.

Barbara Doran, Founder and CEO of BD8 Capital, provides insightful market commentary on a busy earnings day. She discusses Tesla's mixed results and the implications of its revenue beat. The conversation shifts to the dynamics of natural gas with EQT CEO Toby Rice, who explains strategic production cuts and future demand drivers. Additionally, Greg Tuorto from Goldman Sachs evaluates the sustainability of small-cap rallies amidst volatile markets. A fascinating dive into market trends and strategic investments!