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.

Meghan Graper, Global Head of Debt Capital Markets at Barclays, explains how yields and market technicals influence investment grade spreads. Amanda Lynam, from BlackRock, discusses the credit spread outlook amidst tight conditions and potential volatility. Krishna Memani, CIO at Lafayette College, shares contrarian views on macro risks and sector-specific opportunities. The panel debates AI capital expenditures and the challenges of financing ambitious plans while guarding against inflation and labor market risks.