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Jack Genesiewicz
Lead portfolio strategist at Natixis who joined the show to discuss macro backdrop, AI capex dynamics and positioning for the market cycle.
Best podcasts with Jack Genesiewicz
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Nov 18, 2025
• 41min
An AI Realization Ahead Of Nvidia’s Results… And Insurance Stocks Get Hit 11/18/25
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Tim Seymour, a savvy investor known for his macro insights, joins trader Karen Finerman and Natixis strategist Jack Genesiewicz for an engaging discussion. They delve into AI’s economic impacts and looming valuation concerns for giants like Amazon and Microsoft ahead of Nvidia's earnings. The panel also unpacks healthcare stock fluctuations, describing them as potential buying opportunities, while they assess the nuclear energy sector's prospects following a shaky month. Expect bold insights and actionable market strategies from this dynamic trio.
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