Jennifer Welch

Jennifer Welch, Chief Geoeconomics Analyst at Bloomberg Economics, and Gerard DiPippo, Senior Geoeconomics Analyst, dive into the potential fallout of a Chinese invasion of Taiwan. They estimate a staggering economic impact of $10 trillion, far surpassing previous crises like the COVID pandemic. The discussion covers Taiwan's pivotal role in the semiconductor industry and various military strategies China might employ. They explore the intertwined nature of military actions and global economics, assessing how the world could be shaped by these geopolitical tensions.

Angela Stent, a Senior Fellow at the Brookings Institution, sheds light on Ukraine's unexpected drone strike deep within Russian territory, causing alarm in Moscow. Joining her, Jennifer Welch discusses the implications for global economics amidst U.S.-China trade tensions. Jeffrey Hirsch provides insights into Starz's current earnings and its strategic shift post-separation from Lionsgate. The conversation weaves through military strategies, economic impacts, and the evolving landscape of streaming, making for a compelling exploration of today's geopolitical dynamics.

Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, analyzes market trends and investor sentiment following the first 100 days of Trump's presidency. Kunjan Sobhani, Senior Semiconductor Analyst, dives into developments in the semiconductor industry, discussing Nvidia's influence and the competitive landscape. Jennifer Welch, Chief Geo-economics Analyst, sheds light on the evolving U.S.-China rhetoric and its implications on global trade. Together, they explore economic policies, tech earnings, and the shifting dynamics in international relations.