Gerard Cassidy

Glenn Schorr, a sell-side equity analyst at Evercore ISI, Gerard Cassidy, a seasoned analyst with over 34 years of banking experience, and Dwight Collins, co-head at Autonomous U.S., delve into the essence of effective CEO leadership. They discuss characteristics that distinguish successful leaders, using well-known figures like Jamie Dimon as case studies. The panelists highlight the perils of poor leadership, lessons from past missteps, and how adaptability and accountability are crucial for corporate success in the financial sector.

Kristina Hooper advises investors to be well-diversified in 2024, while Gerard Cassidy suggests a risk-on investment strategy. Steven Cook discusses the US's defensive approach to recent escalations in the Red Sea, and Nadia Martin Wiggen examines the impacts of geopolitical conflicts on the global oil market. Sel Hardy predicts a gradual recovery in the healthcare sector next year.

Frank Speiser, CEO of Metafide, shares insights on the significant implications of the newly signed stablecoin regulation, hailing it as a pivotal step for the crypto industry. He discusses how the Genius Act creates a framework for dollar-backed stablecoins to foster innovation. Gerard Cassidy, from RBC Capital Markets, recaps the latest financial sector earnings, providing a keen perspective on trading revenues and market dynamics. Together, they explore the evolving landscape of cryptocurrency and its potential to reshape global finance.

Gerard Cassidy, Head of U.S. Bank Equity Strategy at RBC Capital Markets, delves into the latest bank earnings, highlighting industry consolidation and record profitability since the financial crisis. He also discusses the dynamics of loan growth and deposit competition. Meanwhile, Nathalie Tocci, a foreign policy expert, offers insights into Europe’s quest for geopolitical autonomy and critiques its responses to U.S. pressures, particularly regarding the Greenland dispute. Together, they explore the shifting financial and political landscapes shaping our world.

John Stoltzfus, Chief Investment Strategist at Oppenheimer, discusses the surprising resilience of the American consumer amidst economic shifts. Gerard Cassidy, Head of US Bank Equity Strategy at RBC, analyzes bank earnings and suggests the sector has less risk compared to previous downturns. Lara Rhame, Chief US Economist at FS Investments, describes inflation as a persistent challenge for the Fed. The trio explores the implications of stable interest rates, recent economic data, and the evolving banking landscape.