Max Wasserman

Elise Giuliano, a senior lecturer at Columbia University, highlights the deepening economic pain in Russia due to the ongoing war, emphasizing how households are tightening budgets and industries struggle. Claudia Sahm, a chief economist, discusses macroeconomic trends, noting that high-income spending disguises broader weaknesses as the Fed debates rate cuts. Max Wasserman, a portfolio manager, warns of concentration risk in AI stocks and suggests defensive investments like Home Depot and McDonald's amid potential economic shifts.

Max Wasserman, Co-Founder and Senior Portfolio Manager of Miramar Capital, provides savvy insights into navigating current market challenges. He delves into the intricate impacts of Amazon and Apple’s latest earnings, discussing tariff implications and consumer behavior shifts. With a keen eye on Elon Musk's dual roles, Wasserman highlights investor sentiments amid Tesla's evolving focus. The conversation also touches on Eli Lilly's market dynamics and cautious investment strategies, painting a comprehensive picture of the economic landscape.

Mandeep Singh, a Senior Tech Industry Analyst, and Leah Nylen, an Antitrust Reporter, dive into the U.S. government's antitrust case against Google, exploring the possibility of breaking up the tech giant and its implications. Mark Gibson discusses the complexities unfolding in commercial real estate amidst Federal Reserve policies. John Kotek shares insights on Microsoft's collaboration with Constellation Energy, highlighting nuclear energy's resurgence. Max Wasserman analyzes market reactions to recent CPI figures and Fed maneuvers, providing a comprehensive view of the economic landscape.

Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, discusses the unsettling trends in tech stocks and S&P 500 earnings. Gwenaelle Huet from Schneider Electric shares insights on the EU's economic future and the urgency of advancing energy policies. Michael Mackenzie, a Bloomberg News Rates Reporter, analyzes how bond markets react amidst political turbulence and recession fears. Max Wasserman, Senior Portfolio Manager at Miramar Capital, provides strategic investment insights during heightened market volatility.

Alison Williams, a Senior Global Banks Analyst at Bloomberg Intelligence, shares insights on Morgan Stanley and Bank of America's earnings, revealing the impact of market trends. Larry Connor, founder of the luxury real estate firm The Connor Group, discusses housing affordability and the need for regulatory change. Gina McCarthy, former EPA Administrator, talks about climate change's connection to California wildfires and the push for clean energy. Max Wasserman provides strategic investment insights, focusing on market dynamics amidst economic fluctuations.