Katy Kaminsky

Joining the conversation are Brent Thill, Senior Technology Research Analyst at Jefferies, discussing IBM's strategic shift toward software; Katy Kaminski, Chief Research Strategist at Alpha Simplex Group, who provides insight into the bond market amidst economic fluctuations; and Ross Gerber, CEO of Gerber Kawasaki, sharing his thoughts on Tesla and the evolving EV market. They tackle topics like U.S.-China trade dynamics, the impact of tariffs on the economy, and Tesla's challenges against the backdrop of shifting public perceptions.

Join Alicia Levine, Head of Investment Strategy at BNY Wealth, as she paints an optimistic picture for the 2026 market with a projected S&P target of 7,600. Win Thin, Chief Economist at Bank of Nassau, provides insights on inflation dynamics and labor market weakness, suggesting modest recession odds. Katy Kaminsky, Chief Research Strategist at AlphaSimplex, analyzes stock trends, emphasizing AI’s role while noting the complexities of rising yields and inflation. Together, they explore the intricacies of the current economic landscape with wit and depth.

Garfield Reynolds, Bloomberg's MLIV Asia Team Lead, teams up with Katy Kaminski, Chief Research Strategist at AlphaSimplex, to delve into the latest shifts in the tech market. They discuss the Nasdaq 100's remarkable rise fueled by AI enthusiasm and Nvidia's stock hitting record highs. Key topics include the Federal Reserve's ongoing challenges and Hong Kong's currency intervention to stabilize its dollar peg. The duo also analyzes the implications of geopolitical tensions on market dynamics and seeks to unravel complex currency relationships.