John Stoltzfus

Paul Krugman, a renowned economist and NY Times columnist, joins forces with James Steel, HSBC's Chief Commodities Analyst, and John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co. They explore the current tariff landscape, focusing on uncertainties impacting both trade and the economy. The guests discuss how rising import prices pose risks to productivity and investment. With insights on commodity trends, including gold's fluctuating value, they analyze strategies investors can leverage amid the chaos of international trade challenges.

John Stoltzfus, Chief Investment Strategist at Oppenheimer, shares keen insights into equity markets and economic forecasts. He suggests that the fear surrounding tariffs may be overstated. Pavel Molchanov from Raymond James anticipates continued rises in power prices, while Matt Miskin of John Hancock notes a significant uptick in market sentiment that could become a liability in 2025. The guests also discuss the transformative shift in energy markets from oil to electricity and the influential role of AI in shaping future investment landscapes.

John Stoltzfus, Chief Investment Strategist at Oppenheimer, highlights the resilience of the current bull market, suggesting it has real staying power. He notes a broadening investor interest in equities amidst economic uncertainties. William Dudley, former President of the Federal Reserve Bank of New York, discusses how market sentiment influences Fed decisions and tackles fiscal challenges. Together, they delve into the evolving retail landscape and the impact of e-commerce on traditional shopping, underscoring the complexities of adapting to change.

Experts discuss 'insidious' inflation pushing Fed rate cuts, AI stocks with cashflow support, hints of stagflation in data analysis. Market dynamics, economic forecasts, and policy impact on stagflation risk explored. Caution urged amidst differing market outlooks and uncertainties in Fed decisions. Political messaging disconnect, Fed's response to stagflation concerns, and review of inflation target and rate cut projections.

John Stoltzfus, Chief Investment Strategist at Oppenheimer, discusses the surprising resilience of the American consumer amidst economic shifts. Gerard Cassidy, Head of US Bank Equity Strategy at RBC, analyzes bank earnings and suggests the sector has less risk compared to previous downturns. Lara Rhame, Chief US Economist at FS Investments, describes inflation as a persistent challenge for the Fed. The trio explores the implications of stable interest rates, recent economic data, and the evolving banking landscape.

John Stoltzfus, a market strategy expert, and Dan Tannebaum, a specialist in financial insights, delve into the current economic landscape. They discuss the resilience of the U.S. economy and the importance of job creation amidst potential downturns. The conversation shifts to polling inaccuracies in consumer sentiment, revealing surprising insights. They also analyze rising geopolitical tensions and the effectiveness of U.S. sanctions, notably in the Ukraine and Venezuela situations, while emphasizing innovative finance strategies.

Stephan Stanley, Chief Economist at Santander, analyzes the implications of the latest FOMC meeting and questions if the Fed's rate cut was a mistake. John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., shares his insights on equities while forecasting the 2024 S&P target. They discuss the challenges of predicting inflation and the potential impact of the rate cut on consumer and business investment. The conversation also highlights the influence of upcoming elections on economic trends and investor sentiment.

Join investment expert John Stoltzfus from Oppenheimer as he discusses the potential for an equity rally and the impact of the Jackson Hole conference on market projections. Kailey Leinz shares insights on voter dynamics at the DNC, highlighting the influence of female and Latino voters in the election. Mick Mulroy offers a deep dive into the proposed ceasefire between Israel and Hamas, emphasizing humanitarian concerns. Expect engaging discussions on market dynamics, political strategies, and the intersection of finance and global events.

Financial analyst Stuart Kaiser, economist Brad Setser, and investment strategist John Stoltzfus discuss market trends, de-globalization, electric vehicles, US-China competition, guitar features, and market analysis in an engaging and insightful podcast.

Guests from Oppenheimer, Societe Generale, UBS, and Pangaea Policy Advisory discuss market highs post-Fed decision, react to CPI data, and analyze Trump's DC meeting. Topics include inflation, equities forecast, financial success, insurance solutions, Fed's economic outlook, rate cutting cycle, retirement security, Biden vs. Trump policies, U.S. foreign policy, and potential changes.