Nathan Sheets

Rick Wurster, President and CEO of Charles Schwab, shares insights on retail investor behavior, emphasizing the mixed emotions of clients amidst high valuations. Barbara Reinhard from Voya Investment Management discusses staying overweight in equities due to strong earnings and AI-driven efficiencies. Peter Tchir explores the national security aspects affecting investments, including U.S.-China tech competition. Nathan Sheets, Chief Global Economist at Citi, offers perspectives on tariffs and a stagflationary environment, forecasting a potential growth slowdown.

Robert D. Kaplan, a noted author and geopolitical analyst, and Nathan Sheets, an economist with a background in international affairs, dive into pressing global dynamics. They discuss the complex geopolitical landscape of the Eastern Mediterranean and Tehran's influence on regional diplomacy. The conversation then shifts to how AI innovations are transforming productivity in the post-pandemic era, while also highlighting the essential connection between mental health support and professional growth. Their insights offer a rich blend of analysis and practical advice.