Christopher Rossbach

Christopher Rossbach, Chief Investment Officer of J Stern & Co., shares his insights on current financial markets. He discusses the implications of the recent U.S.-China tariff agreement and its boost on stock prices. Rossbach also dives into the impact of shipping trends on corporate earnings and the upcoming holiday season. He highlights key earnings forecasts for major companies like Cisco and Alibaba while reflecting on Warren Buffett's legacy. Plus, there's a look at the booming artificial intelligence sector and the shifting dynamics of European defense spending.