Gabriela Santos

Chip Wilson, the founder of Lululemon, passionately criticizes the company's board and governance, suggesting a drastic overhaul to revive the brand's spirit. Mark Mahaney provides insights into Amazon’s Prime Day performance and emphasizes the crucial role of AWS in driving stock value. Gabriella Santos discusses the macroeconomic landscape, weighing Fed policy against consumer trends and labor market dynamics. The convergence of these topics paints a complex picture of today's market, highlighting innovation, governance, and the challenges facing major companies.

Gabriela Santos, Chief Market Strategist for the Americas at J.P. Morgan Asset Management, shares her insights on today's investment landscape. She argues that real estate and private equity are more promising than private credit. Santos highlights signs of recovery in commercial real estate and discusses the implications of bond spreads, CCC bond risks, and the effects of trade wars. The conversation also covers strategies for navigating credit risks and the impact of the strong U.S. dollar on international opportunities.

The debt ceiling issue has been resolved, Dan Nathan, Danny Moses and Guy Adami break down the market's reaction (2:00). The Nvidia mania continues to lift stocks, shades of the dot-com era (10:00). Retail stocks are starting to feel some weakness (24:00). Gabriela Santos, Managing Director, Global Market Strategist J.P. Morgan Asset Management joins the pod after the break to discuss China’s economic re-boot (38:00), the U.S. Dollar (54:00) and big changes in Japan and Europe (1:02:00)Further ReadingDollar General stock plunges as ‘challenging’ economic backdrop drives dismal earnings reportAbout the Show:On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.Check out our show notes hereSee what adding futures can do for you at cmegroup.com/onthetape.Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.We’re on social:Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow Danny Moses @DMoses34 on TwitterFollow Liz Young @LizYoungStrat on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Gabriela Santos, Chief Market Strategist for the Americas at J.P. Morgan Asset Management, shares her insights on the global markets' optimistic outlook. She discusses how AI and economic growth are reshaping investment opportunities. Gabriela digs into inflation dynamics and the role of central banks, while also forecasted moderated expectations for the U.S. dollar. The transformation of private markets in response to changing conditions and the significance of tactical management are highlighted, emphasizing the need for generating alpha in this evolving landscape.

Gabriela Santos, Chief Market Strategist for J.P. Morgan, dives into market dynamics driven by monetary policy and the implications for stocks and bonds. Jonathan Ross, Founder and CEO of Groq, explains his company's innovative approach to AI chips, focusing on cost and energy efficiency. Diana Olick reports on surprising new home sales figures, highlighting a rise in prices despite mortgage rate challenges. Plus, insights on Alibaba's massive $53 billion AI spending and the economic impact of the upcoming Ryder Cup.