Dana D'Auria

Maya MacGuineas, President of the Committee for a Responsible Federal Budget, discusses the looming risks of tariffs impacting $2.5 trillion in revenue and the potential for unfunded fiscal proposals. Dana D'Auria, Co-Chief Investment Officer at Envestnet Solutions, analyzes the recent market sell-off, framing it as a normal correction amid AI valuation concerns. Thomas Hoenig, former President of the Kansas City Fed, emphasizes the critical need for a consensus-driven Fed chair and questions the impact of Fed policies on longer-term yields amidst political pressures.

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.

Analyzing JPMorgan investor day, market outlook, Iran's political turmoil, and Qatar economic forum. Insightful discussions on commodities, board meetings revolution, AI tools for governance, and diverse tech topics with Edward Norton.

Dana D'Auria, Co-Chief Investment Officer at Evestnet, shares her insights on the robust U.S. retail market and the implications for investment strategies. She discusses the strong consumer spending seen this holiday season and its effects on retailers. The conversation also touches on navigating credit risks, defensive investment strategies amidst recession signals, and the recent dynamics in the offshore oil and gas sector. D'Auria highlights the importance of focusing on safer assets like treasuries while exploring the evolving landscape of Bitcoin.

Ecaterina Bigos, CIO at AXA Investment Managers, shares insights on Hong Kong's real estate surge and its impact on investor sentiment as expectations for Federal Reserve rate cuts loom. Jodi Schneider, Bloomberg's Political News Director, discusses the recent assassination attempt on a former president, highlighting security challenges. Dana D'Auria and Eric Lynch dive into the U.S. and China's economic dynamics, exploring resilience amid recession fears and the potential recovery of the APAC investment landscape, particularly in technology and decarbonization.

Mandeep Singh, Senior Tech Industry Analyst, shares insights on Uber's partnership with GM for self-driving cars and the societal impacts of autonomous vehicles. Amanda Albright discusses the current state of the muni bond market, while Mike McGlone analyzes the intriguing relationship between gold and crude oil amidst rising US debt. Dana D'Auria offers her market outlook, diving into trends in small-cap stocks and the implications of the Federal Reserve’s policies. Together, they explore the evolving landscape of technology and finance.

Max Bondurri discusses Asia fixed income markets, Vicki Chi provides Asia market insights, Dana D'Auria shares US market views. Topics include inflation challenges, market adaptation, shifting supply chains in Asia Pacific, Japan's diversification strategy, and analyzing AI modeling in stock pricing.

From market predictions to cyber preparedness, this podcast explores the strong market cycle, the importance of choosing a 'brilliantly boring' bank, shifting dynamics in the private market, and investment trends like the growing role of Bitcoin.

Explore market technicals and S&P response to Fed decision, stock picks and 2024 outlook, equities, asset allocation, and valuations. Delve into Elon Musk controversies, economic trends, market strategies, and advancements in car technology. Discuss optimistic GDP forecasts for 2024, sector preferences, investment opportunities, and challenges of converting office buildings into residential units. Touch on foot health trends and subscription services in an entertaining and informative episode.

Topics include Adobe's stock drop, Boeing's performance, consumer sentiment, market strategy, Fed rates, election impact on stocks, McDonald's outage, and restaurant industry challenges.