Jane Fraser

Jane Fraser, the first female CEO of a major US bank, shares insights from her transformative leadership at Citigroup. She discusses navigating the complexities of restructuring in the banking sector, emphasizing the importance of empathy during crises. The conversation delves into economic indicators affecting inflation and interest rates, as well as the competitive landscape of global finance. Fraser also reflects on her international experiences and the vital traits that define effective leadership, encouraging personal growth and resilience.

Jane Fraser, Chair and CEO of Citi, dives into the bank's expanding operations in China and the current state of the US economy. She discusses the renewed international interest in China, emphasizing Citi’s focus on client navigation amid de-risking. Fraser highlights the potential in new trade corridors and the ultra-high-net-worth market in Asia. She also shares insights on AI's role in talent management at Citi and expresses cautious optimism about the US economy as it heads into 2026.

In this discussion, Jane Fraser, CEO of Citi, shares insights on the bank's growth in China, emphasizing their strategy of innovation and client navigation amid US-China tensions. Michael Green, Chief Strategist at Simplify Asset Management, analyzes the recent tech stock sell-off and inflation dynamics, cautioning about risks in private credit and AI financing. They delve into the importance of a strong balance sheet and the impact of Federal Reserve policies, while exploring the future potential of AI in financial services.

Jane Fraser, CEO of Citigroup, discusses the bank's transformation and AI adoption, noting the risks of exuberance amidst early gains. Arvind Krishna, CEO of IBM, addresses the hype around AI, asserting growth potential while justifying rising investments. David Kelly from J.P. Morgan analyzes weak consumer sentiment and labor dynamics, while Jan Hatsias from Goldman Sachs warns of a struggling jobs market, highlighting looming layoffs and inflation risks. These insights provide a vibrant snapshot of the current economic landscape amid transformative technological shifts.

Jane Fraser, CEO of Citigroup, and C.S. Venkatakrishnan, CEO of Barclays, dive deep into the transformative role of AI in the financial sector. Fraser emphasizes the operational benefits of AI and its potential to enhance personalization in banking while highlighting the growing importance of private credit. Venkatakrishnan shares insights on AI as a general-purpose technology with broad workforce implications and stresses the need for collaboration between banks and private lenders to adapt to the evolving credit landscape.