David Harden
Founder and CIO of Summit Global Investments. Provides insights on the market environment, investment strategies, and portfolio management during volatile times.
Best podcasts with David Harden
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15 snips
Apr 16, 2025 • 45min
US China Trade War Heats Up; More Chip Woes
Caroline Freund, Dean at UC San Diego and expert on US-China relations, discusses the complex dance of trade negotiations between the two powers, highlighting the need for respectful communication. David Harden, CIO of Summit Global Investments, shares insights into market volatility and investment strategies, emphasizing the impact of recent semiconductor sanctions. The conversation reveals market dynamics influenced by tech restrictions and consumer credit resilience, painting a picture of cautious optimism amidst geopolitical tensions.
Mar 1, 2024 • 38min
Apollo’s Torsten Slok Says Fed Will Not Cut Rates in 2024
The podcast discusses why the Fed may not cut rates in 2024, updates on diversity in corporate filings, the transformation of Darien, CT due to remote work trends, and insights on market uncertainty and portfolio risks.
