Doug Kass

Jim Caron, CIO at Morgan Stanley, discusses how markets are thriving despite tariffs and questions if risk concerns are overshadowing investment strategies. Doug Kass, founder of Seabreeze Partners, shares his insights on macroeconomic trends and the future of tech and AI, highlighting expectations around Fed rate cuts. Kristen Bitterly from Citi Global Markets provides a roadmap for long-term asset allocation, addressing investor anxieties amid current market risks. Together, they offer a compelling look at navigating today’s turbulent financial landscape.

Ed Yardeni, Yardeni Research President, Chief Investment Strategist & Founder, says "stocks are back in a bull market." Saira Malik, Nuveen Chief Investment Officer, explains why she is worried about equity earnings. David Malpass, The World Bank President, explains the factors behind their 2023 forecast cut. Rep. French Hill (R) Arkansas, says Kevin McCarthy was the only choice for Speaker of the House. David Rubenstein, "Peer to Peer with David Rubenstein" Host & Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Coinbase CEO Brian Armstrong. Doug Kass, Seabreeze Partners President, talks challenges outlined in his latest, ‘Surprises for 2023’ note.  See omnystudio.com/listener for privacy information.

Peter Tchir's favorite hedge is calls on the treasury market. Steven Major observes evidence of capitulation in the markets. Julie Norman predicts the Israel-Hamas war will define the region's future. Erika Najarian discusses bank earnings. Doug Kass factors geopolitical risk into his market outlook.