Constance Hunter

In this discussion, Mark Paul, an economics professor and sport horse entrepreneur, dives into the opaque world of the sport-horse market. Constance Hunter, chief economist and equestrian, talks about the amateur-professional dynamics in horse competitions, while Elizabeth Bortuzzo, a professional dressage rider, showcases her training techniques. They explore how modern horses remain popular despite mechanization, the luxury dynamics of sport horses, and the unique challenges of pricing and selling them in a complex marketplace.

Constance Hunter, Chief Economist at EIU, discusses the increasing pressures on the U.S. labor market and predictions of a potential rate cut by the Fed. Anna Wong, from Bloomberg Economics, raises concerns that the U.S. might already be in a recession, pointing to downward job revisions. Heath Terry, Citi’s tech head, shares insights on AI investing and the critical role data centers play in technology trends. Together, they explore the intricate connections between economic indicators, market behavior, and emerging technologies.

Constance Hunter, Chief Economist at EIU, shares her insights on inflation trends and the labor market's current state. Rebecca Patterson, former Chief Investment Strategist at Bridgewater, delves into how market trends are unfolding amidst economic uncertainty. Huw van Steenis from Oliver Wyman discusses the outlook for private credit and the evolving banking landscape. The trio also tackles significant topics including the credibility of U.S. inflation data and the geopolitical tensions surrounding Ukraine, emphasizing their impact on global economic dynamics.