Burns McKinney

Burns McKinney, Managing Director at NFJ Investment Group, analyzes the impact of President Trump's tariff threats on Asian markets and Wall Street's recent rally. He highlights the need for earnings-focused investment strategies. Meanwhile, Catherine Thorbecke, a Bloomberg Opinion columnist specializing in Asia's tech scene, discusses the fierce competition in China's AI sector, where startups struggle to monetize amidst a flood of generative AI tools. She emphasizes the challenges faced by these 'Little Dragons' as they navigate a complex landscape filled with both rivals and state support.

Join Dan Ives, a Senior Equity Analyst at Wedbush Securities, alongside investment experts Adam Coons, John Davi, and Burns McKinney, as they dive into Nvidia's recent antitrust woes and its ripple effects on the semiconductor industry. They analyze how these challenges might sway investor sentiment and tech performance, while also discussing the outlook for chip demand. The conversation also touches on navigating market volatility, labor trends, and the potential of emerging markets, providing crucial insights for savvy investors.