Barbara Reinhard

Katy Kaminski, Chief Research Strategist at AlphaSimplex, navigates market technicals and highlights how small and mid-cap stocks are thriving amid rate cut expectations. Barbara Reinhard, CIO at Voya Investment Management, shares insights on equities stabilizing amidst Fed policy uncertainties and global spillovers from U.S. Treasury moves. Felix Gillette, Bloomberg News media reporter, dives into the monumental Netflix-Warner Bros. Discovery deal, discussing strategic motivations and the operational challenges that lie ahead.

Rick Wurster, President and CEO of Charles Schwab, shares insights on retail investor behavior, emphasizing the mixed emotions of clients amidst high valuations. Barbara Reinhard from Voya Investment Management discusses staying overweight in equities due to strong earnings and AI-driven efficiencies. Peter Tchir explores the national security aspects affecting investments, including U.S.-China tech competition. Nathan Sheets, Chief Global Economist at Citi, offers perspectives on tariffs and a stagflationary environment, forecasting a potential growth slowdown.

Barbara Reinhard, CIO at Voya Investment Management, shares insights on why she believes it's a good time to buy equities despite the tumultuous market. Abby Joseph Cohen, a Columbia Business School professor, discusses the implications of Trump's economic policies, particularly the risks associated with cutting government research funding. They delve into how recent tariffs on Canada, Mexico, and China could reshape trade dynamics and affect investors, highlighting the importance of adapting investment strategies in a shifting economic landscape.