Eric Freedman

In this engaging discussion, Howard Marks, Co-Chairman of Oaktree Capital, shares his expertise on value investing and risk management, while Eric Freedman, US Bank CIO, offers fresh insights into market trends. They explore the psychological factors behind asset price resilience and caution about potential corrections. The conversation also highlights the unique pressures on U.S. investments amidst inflation, emphasizing consumer challenges and the impact of Fed policies. Their balanced strategies urge investors to adapt to shifting economic dynamics.

Erica York, Vice President of Federal Tax Policy at the Tax Foundation, and Eric Freedman, Chief Investment Officer for US Bank Asset Management, dive deep into the knotty issues surrounding US-EU trade relations. They discuss the stalled negotiations and the implications of ongoing tariffs on both economies. The conversation touches on how recent policies affect investor sentiment and market behavior. With fiscal challenges and geopolitical tensions looming, they reflect on the potential economic consequences and the importance of clear communication in navigating these turbulent waters.

Eric Freedman, Chief Investment Officer at US Bank, shares insights on the risk of a reacceleration in the economy as the crucial payroll report approaches. Claudia Sahm, Chief Economist at New Century Advisors, forecasts further labor market softening and discusses the Fed's impending rate decision. Dana Telsey, CEO of Telsey Advisory Group, analyzes the consumer landscape, highlighting challenges for retailers amidst evolving spending behaviors. Together, they unpack the intricate dynamics of inflation, market vulnerabilities, and consumer confidence.