Monica DiCenso

Monica DiCenso, Head of Global Investment Opportunities at JPMorgan, shares her insights on S&P forecasts and US economic growth. Brad Lander, NYC Comptroller and mayoral candidate, discusses city financing and his campaign against Eric Adams. Mark McCormick, Global Head of FX & EM Strategy at TD, analyzes the fluctuating currency landscape influenced by tariff policies. Together, they explore the interconnectedness of tariffs, market stability, and fiscal challenges, illuminating the current financial climate.

Monica DiCenso from JPMorgan discusses bullish equities, while Gautam Mukunda talks about the Harris-Trump race and his book. Topics include evolving industry sectors, market valuations, fixed income strategies, media consumption changes, party transitions in politics, Tesla earnings, AI robotics, Mets optimism, protein trends, and more.

Gary Gensler, former SEC Chair and MIT professor, provides insights on the economic implications of a possible second Trump administration and discusses the ongoing challenges around interest rates. Monica DiCenso, head of Global Investment Opportunities at JPMorgan, predicts a resilient economy while exploring global investment diversification strategies. The conversation also touches on the recent ceasefire discussions between Israel and Iran, which have sparked cautious optimism in the markets, decreasing oil prices and boosting stock valuations.

Finance expert Monica DiCenso, business strategist Gautam Mukunda, and tech analyst Dan Ives share insights on collaboration in business success, Federal Reserve's market impact, interest rates, business partnerships, presidential picks, and AI strategies. A dynamic mix of knowledge and expertise!

Barclays CEO discusses restructuring plan, JP Morgan expert optimistic about equities, Fed expected to hold rates steady, podcast explores AI impact on markets and economic indicators post-pandemic