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.

Doug Burgum, U.S. Secretary of the Interior and former governor of North Dakota, dives into the intersection of U.S. energy policy and national security, explaining how AI-driven electricity demand reshapes the landscape. He discusses innovations in oil drilling that enhance efficiency even at lower prices. Constance Hunter, Chief Economist at the Economist Intelligence Unit, weighs in on the Federal Reserve's policies, inflation risks, and how Kevin Hassett's influence could impact future economic strategies amid a landscape of cautious consumer behavior.

Mark Cabana, from Bank of America Global Research, discusses Fed policy and the implications of potential leadership changes. Constance Hunter, Chief Economist at EIU, warns of a bumpy road for the U.S. economy, citing geopolitical risks. Dana D’Auria, from Envestnet, analyzes year-end weakness in mega-cap tech stocks, while Nicole Bachaud from ZipRecruiter shares insights on gradual hiring trends and the impact of AI on jobs. Together, they explore themes of market volatility, economic data, and sector-specific hiring patterns.