Luke Kawa

Neil Dutta, Head of Economics at Renaissance Macro Research, and Luke Kawa, Allocation Strategist at UBS Asset Management, delve into the chaos of today's financial markets. They discuss the drastic downturn in growth stocks and rising inflation's impact on the economy. The duo breaks down the Federal Reserve's aggressive interest rate hikes and examines the effects of global events like the Ukraine invasion and China's lockdowns. Their insights offer strategic advice for navigating this turbulent economic landscape and managing investments wisely.

UBS Asset Management Allocation Strategist, BNP Paribas Chief US Economist, Defiance ETFs CEO and CIO, and Deepwater Asset Management Managing Partner discuss topics including the stock market, tech growth vs cashflow companies, memorable hockey moments and crypto investments, productivity trends and economic sentiment, investing in Bitcoin and wealth management services, MEC's Magnificent Seven and private late stage AI companies, and the intersection of technology and entertainment.

Luke Kawa, an Asset Allocation Strategist at UBS Asset Management, delves into the current macroeconomic landscape shaped by vaccine rollouts and fiscal stimulus. He discusses the challenges of adapting traditional investment models like the 60-40 portfolio amid rising rates. Kawa also explores the expected economic growth driven by a recovering economy and highlights the significance of U.S. and Chinese bonds in investment strategies. The conversation touches on the impact of retail investors and the need for a global outlook in asset management.