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Henrietta Treyz
Co-founder and managing partner at Veda Partners; offers analysis on U.S.-China trade relations and their effects on agriculture and policy.
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13 snips
Nov 3, 2025
• 34min
AI Bulls Fuel Rally as Markets Turn to Private Eco Data
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Bob Michele, CIO at J.P. Morgan Asset Management, discusses the Fed's policy shift and the potential for another rate cut. Henrietta Treyz, co-founder of Veda Partners, analyzes the implications of U.S.-China trade relations on agriculture and forecasts significant farm aid. Pat Haskell, from BlackRock, shares insights on municipal bond performance and valuations, highlighting their attractiveness in the current market. The conversation highlights strategic moves in different investment sectors amidst evolving economic conditions.
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