Julia Wong

Julia Wong, North Asia Chief Investment Officer at Nomura, delves into the impact of geopolitical tensions, such as Trump's tariffs targeting Europe over Greenland, stressing the importance of hedges and diversification in investments. She discusses the fast monetization of AI in Chinese tech and highlights opportunities within AI supply chains across Asia. Bill Campbell, Global Bond Portfolio Manager at DoubleLine, examines the implications of Fed leadership changes and investor confidence issues stemming from legal probes into Jerome Powell's leadership.