Krishna Memani

Krishna Memani, Chief Investment Officer at Lafayette College and former CIO at OppenheimerFunds, dives into the myth of diversification in investing. He discusses how U.S. tech stocks have dominated returns while international diversification has lagged. Memani critiques traditional investment strategies and suggests it's time to rethink finance theory in light of recent performance trends. The conversation touches on how changes in global markets, particularly in Europe, might influence future investment flows.

In this discussion, Stephanie Roth, Chief Economist at Wolfe Research, dives into how tariffs are reshaping the U.S. economy and the Federal Reserve's policy responses. James Steel, Chief Commodities Analyst at HSBC, highlights the surge in volatility within commodities markets linked to tariffs. Krishna Memani, CIO at Lafayette College, reflects on the impact of high market valuations amidst tariff uncertainties. The trio paints a vivid picture of the interconnectedness of tariffs, inflation, and market dynamics.

Krishna Memani and Sameer Samana discuss US economic growth and the upcoming jobs report. Kelsey Berro and Aditya Bhave talk about inflation, the consumer, and the treasury market. The podcast explores retirement security, market trends, bond strategies, political uncertainties in bond and equity markets, Fed's reaction to labor market data, and economic analysis.