Jack Bowman

Analyst at Seeking Alpha. Focuses on macro trends, including oil prices, global bonds, and yield curve steepening, with an emphasis on international markets.

Best podcasts with Jack Bowman

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Sep 3, 2025 • 41min

Portfolio positioning for an uncertain market with next gen investors

Julia Ostian, an analyst at Seeking Alpha, shares her insights on portfolio strategies during uncertain times. Jack Bowman discusses the effects of macro trends like oil prices and global bonds on investments. Kenio Fontes focuses on stock selection in the tech sector, particularly amidst high valuations and earnings growth. Together, they explore buying dips, the implications of yield curve steepening, and the necessity of a balanced approach to navigate current market volatility.

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