Gargi Chaudhuri

Blake Gwinn from RBC Capital Markets offers insights on upcoming Fed rate cuts and their implications for U.S. Treasuries. Gargi Chaudhuri of BlackRock discusses record-high equity markets and the dominance of AI hyperscalers in earnings growth. Pierre Ferragu from New Street Research analyzes NVIDIA's future in the competitive U.S.-China AI landscape. Mary Lovely of the Peterson Institute highlights key issues in U.S.-China trade relations while pondering the effects of potential tariff reductions on economic tension.

Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist for the Americas at BlackRock, teams up with Glenn Purves, Global Head of Macro at the BlackRock Investment Institute, to dissect the recent tariff announcements from President Trump. They explore how these tariffs trigger market volatility and affect global supply chains. The duo discusses strategies for investors, focusing on diversification and defensive investments. They also delve into the resilience of gold and the complexities of the bond market, revealing how to navigate uncertain economic landscapes.

Gargi Chaudhuri from BlackRock discusses her Q4 outlook and equity preferences amid the Fed’s easing cycle. Jim Glassman offers insights on the latest US labor market trends and economic projections. Henrietta Treyz analyzes crucial political dynamics ahead of upcoming elections, focusing on key candidates like Harris and Trump. Dan Williams provides on-the-ground coverage of unfolding events in the Middle East following significant anniversaries. Lisa Mateo highlights notable trends in the media industry, including the effects of budget cuts.

Guests on the podcast include Gargi Chaudhuri from BlackRock, Stuart Kaiser from Citi, and Brian Wieser from Madison & Walls. They discuss playing the Fed soft landing, market spook pre-FOMC, Amazon earnings, and Paramount. Bloomberg's Lisa Mateo presents Newspaper Headlines.

Gargi Chaudhuri is the Chief Investment and Portfolio Strategist for the Americas at BlackRock, and Walter Piecyk is a Partner at Lightshed Partners. They dive into the implications of Fed Chair Jay Powell's recent conference and the expected rate cuts in 2025. Chaudhuri discusses the S&P outlook and equity strategies, while Piecyk previews Apple's earnings amidst concerns over innovation challenges and the impact of talent departures. The duo also explores the complexities of navigating stagflation and the dollar's depreciation on investment strategies.

Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist at BlackRock, shares her insights on shifting market dynamics. She discusses the Federal Reserve's potential rate cuts and what that means for investors. Gargi also highlights how the earnings landscape is diversifying beyond tech giants and touches on the rising AI spending boom. The conversation delves into investor sentiment, with rising ETF inflows and a focus on portfolio positioning as economic conditions evolve. Plus, she compares the discipline needed in both investing and marathon running.

Mark Zandi, Chief Economist at Moody's Analytics, dives deep into the Fed's recent rate cut, expressing concerns about troubling economic trends. Gargi Chaudhuri from BlackRock advises investors to focus on the bond market during this tough season for equities. Meanwhile, John Lovallo, UBS Analyst, discusses how lower rates could significantly boost housing demand, leading to increased sales and construction. Together, they paint a vivid picture of the shifting financial landscape and its implications for investors and homebuyers alike.

Guests discuss Biden's future in the Democratic ticket, investment opportunities in India, and real estate trends like industrial properties and Blackstone's impact. Also covered are concerns about Biden's abilities, office to residential space conversions, and AI in CRM.

Join Gargi Pal Chaudhuri, BlackRock's Head of iShares Investment Strategy Americas, as she shares insights on AI-driven market diversification and the geopolitical forces shaping 2026. Mike Santoli, a Senior Markets Commentator, dives into the dynamic shifts in gold demand and the recent collapse of egg prices amid food inflation concerns. Exciting discussions on Deere's push into automation and the booming metals market bring intriguing perspectives on future trends.

Experts from BlackRock and Richard Bernstein Advisors discuss investing strategies amid inflation. Wolfe Research Chief Economist analyzes jobless claims and inflation expectations. The podcast also covers market dynamics, small cap rebound, Fed policies, value investing, and economic projections.