Lee Baker

Owner and president of Clara's Financial Advisors and member of the CNBC FA Council who offered investment perspectives, including picks tied to data center and AI infrastructure.

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Dec 4, 2025 • 43min

Markets on Edge, Nvidia Eyes China, Vaccine Rules Under Fire 12/4/25

Jim Caron, Chief Investment Officer at Morgan Stanley, shares insights on Fed policies and labor-market trends. Scott Mushkin, CEO of R5 Capital, dives into consumer behavior and retail earnings with a cautious outlook for 2026. Lee Baker, president of Clara's Financial Advisors, discusses investment opportunities linked to data centers and AI infrastructure. They all weigh in on NVIDIA's strategic push to access China's AI market and the implications of current vaccine policies.

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