David Sowerby

Jason Furman, a Harvard economic policy professor, critiques the Biden administration's economic policies. Wendy Schiller from Brown University analyzes current political tensions, especially regarding U.S. involvement in Ukraine. David Sowerby of Ancora shares his stock picks in light of market trends. They discuss how Trump’s policy proposals could sway markets and the intricate dynamics between Congress and the executive branch. Additionally, they explore the ramifications of tariffs and the evolving fiscal landscape as America braces for political upheaval.

David Sowerby, Managing Director at Ancora Advisors, shares his insights on market predictions and investment strategies for 2025. He discusses the resilience of U.S. companies and the promising opportunities within small and mid-cap stocks. Sowerby highlights the influence of the Federal Reserve on stock valuations, as well as the growing importance of private credit in today's economic landscape. He emphasizes the need for effective investment strategies focusing on companies generating free cash flow, amidst the challenges of inflation and market risks.

New York City Mayor Eric Adams shares insights into his re-election campaign and ongoing challenges in public safety and education. Julian Emanuel from Evercore ISI discusses the impact of tariff fluctuations on stock markets, raising concerns about the ‘unstoppable’ rally. Andrew Sheets from Morgan Stanley offers a global economic outlook, emphasizing U.S. activity amidst shifting capital dynamics. David Sowerby of Ancora elaborates on asset allocation strategies and stock picks that align with the current market rally.