Clark Geranen

Pruksa Iamthongthong, Head of Equities at Aberdeen Investments, dives into AI valuations, semiconductor supply chain dynamics, and emerging Asian investment opportunities, emphasizing a brighter 2026 outlook despite current fluctuations. Clark Geranen, Chief Market Strategist at CalBay Investments, discusses the recent market pullback and investor concerns over high valuations and concentrated voting power in Tesla’s $1 trillion pay package for Elon Musk. They also analyze the resilience of the U.S. consumer amid shifting Fed policies and economic risks.

Join Paul Allen, Bloomberg's Australia Correspondent, and Clark Geranen, Chief Market Strategist at CalBay Investments, as they dive into the recent U.S.-EU trade agreement, which avoids a potential trade war with a 15% tariff on auto exports. They discuss the implications for the global economy and how it could influence earnings reports from tech giants. Additionally, Paul shares insights on the landmark 50-year defense treaty between Australia and the UK, focusing on nuclear submarines and job creation, while addressing geopolitical challenges in the AUKUS partnership.

Vis Nayar, Chief Investment Officer at Eastspring Investments, and Clark Geranen, Chief Market Strategist at CalBay Investments, dive into the recent Wall Street rally spurred by a surge in consumer confidence and accelerating trade talks with the EU. They discuss the potential for Asian and emerging markets amid a weakening dollar and the allure of Chinese investments. The conversation also touches on the implications of tariff delays, shifting M&A expectations, and the complexities of global supply chains in the context of ongoing trade tensions.