David Bianco

Lawrence H. Summers, former US Treasury Secretary, discusses the alarmingly high VIX and potential SEC responses. David Bianco, CIO of DWS Americas, sees volatility as overreaction from investors. Harvard's Greg Mankiw warns about negative legacies for future generations. Michèle Flournoy highlights the intensifying AI arms race, while Jack Hidary, CEO of SandboxAQ, argues for sophisticated quantitative AI models to benefit the economy. The conversation navigates market volatility, fiscal policies, and innovation in defense strategies against geopolitical tensions.

DWS CIO discusses economic concerns in 2024, Former US Treasury Secretary reacts to recent jobs numbers, Bloomberg correspondent analyzes election impact on US economy, MIT Professor explores generative AI in 2024 and beyond

Michael McKee, a correspondent who chronicles Jackson Hole’s transformation into a wealthy, high‑income county. David Bianco, CIO for the Americas at DWS, analyzing recent Treasury yield moves and the impact of deficits on real rates. They discuss rising long yields tied to fiscal dynamics, Jackson Hole’s wealth-driven tensions, and how YouTube creators are democratizing filmmaking while flooding the market with content.

David Bianco, Chief Investment Officer for the Americas at DWS, discusses key earnings reports and their impact on market moves. Ellen Wald, Senior Fellow at the Atlantic Council, highlights the geopolitical energy risks affecting the commodities market, particularly oil prices amid tensions. Steph Guild, Head of Investment Strategy at Robinhood, shares insights on market correction odds and the shifting dynamics for young investors navigating today's volatile trading landscape.

Guests David Bianco, Katy Kaminski, and Daniel Kurtz-Phelan discuss market anxiety, diversification, Siemens' exposure to China, asset bets, retirement security, Trump vs. Biden foreign policies, regretful investments, Bugatti's hybrid car, and random topics like Taylor Swift's tour and Viagra for women.