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Gautum Mukunda
Bloomberg Opinion contributor and lecturer at Yale School of Management, discussing H-1B visa changes, tariffs, and implications for U.S. talent and companies.
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Sep 22, 2025
• 37min
Market Sentiment and Rate Cut Outlook
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Wei Lei, Global Chief Investment Strategist at BlackRock, discusses the current outlook for US equities and the importance of sticking with the AI theme. Jens Nordvig, founder of Exante Data, dives into dollar hedging strategies and the rising allure of gold amid concerns over Fed independence. Gautum Mukunda from Yale examines how H-1B visa changes might affect the U.S. job market and the implications for American companies. The conversation is a rich mix of market insights and geopolitical implications.
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