Jason Thomas

C.S. Venkatakrishnan, CEO of Barclays, shares insights on the bank's remarkable performance and its strategic $960 million share buyback plan. Esther George, former Kansas City Fed President, examines the Fed's July meeting and anticipates a balanced risk outlook for September. Jason Thomas, Head of Global Research at The Carlyle Group, critiques market optimism, suggesting it's excessively priced for perfection. The conversation navigates the complexities of interest rate decisions, inflation, and their impact on investment strategies.

Jason Thomas and Jason Draho discuss the US macroeconomic environment, growth outlook, inflation, and Fed rate cuts. They analyze portfolio positioning preferences and explore topics like potential Fed rate cuts, slowing consumption growth, inflation data, and the impact of inflation and interest rates on consumer segments and market performance.

Explore social impact investing, US Treasuries profitability, fiscal stimulus effects on the economy, challenges for small banks, evolving private capital dynamics, market uncertainties, investing in renewable energy and affordable housing, geopolitical impacts on businesses, Chinese companies' influence in Africa, and the Federal Reserve's rate hike strategy.