Joyce Huang

David Schassler, Head of Multi-Asset Solutions at VanEck Funds, and Joyce Huang, Senior Client Portfolio Manager at American Century Investments, discuss SpaceX's ambitious IPO plans targeting a staggering $30 billion and a valuation of $1.5 trillion. They explore how Starlink's growth reinforces this valuation and delve into macroeconomic themes affecting markets, including AI adoption and Fed policy. Schassler provides insights on tech positioning, while Huang highlights investor flows and implications for fixed income, making for a compelling financial discussion.

Dan Williams, a Jerusalem-based Bloomberg News reporter, provides insights on the Trump-Netanyahu 20-point plan to address the Gaza conflict, highlighting the challenges in securing Hamas's acceptance. Josh Weinstein, CEO of Carnival Corporation, shares robust quarterly results and discusses consumer trends in cruising, indicating a strong demand outlook. Joyce Huang, a senior portfolio manager, navigates the complexities of the bond market, analyzing yield curve dynamics and strategies amidst economic uncertainties.

Joyce Huang, a Senior Client Portfolio Manager at American Century Investments, dives into the complexities of Fed policy and market trends. She discusses Jay Powell's cautious approach to interest rates and the uncertainty surrounding economic policies. Inflation’s impact on consumer confidence and purchasing power is explored, alongside investment strategies amidst economic fluctuations. The conversation also touches on the cautious integration of AI in asset management and the effects of Treasury yield volatility on investment choices.