Monica DiCenso
Head of Global Investment Opportunities at JPMorgan, discussing asset allocation and the outlook for the S&P and US economic growth.
Top 3 podcasts with Monica DiCenso
Ranked by the Snipd community
14 snips
Feb 11, 2025 • 44min
Tariffs Ripple Through Markets
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.
Jul 24, 2024 • 32min
Reshaping the Presidential Race and Pricing-In Earnings
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.
Jul 24, 2024 • 6min
Single Best Idea with Tom Keene: Monica DiCenso, Gautam Mukunda, & Dan Ives
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!
