Chris Heisey

Chris Heisey, CIO at Merrill and Bank of America Private Bank, shares valuable insights on market trends and investment strategies, emphasizing the current market rally's implications. Alongside him, Warren Pies from 314 Research discusses market breadth and a cautious outlook on equity risk. They explore the evolving landscape of digital infrastructure investment and the geopolitical impacts on semiconductor policies. The conversation highlights the balance between inflation trends and monetary policy, offering critical predictions on the S&P and Nasdaq.