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Patrick Kennedy

Managing partner at AllSource Investment Management who provides market commentary and investment strategy, focusing on equities, private markets, and sector opportunities.

Top 5 podcasts with Patrick Kennedy

Ranked by the Snipd community
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19 snips
Jun 15, 2025 • 16min

Oil Climbs as Israel-Iran Conflict Amps Up Market Risks

Pavel Molchanov, an Investment Strategy Analyst at Raymond James & Associates, and Patrick Kennedy, Founding Partner at AllSource Investment Management, dive into the soaring oil prices amid rising tensions between Israel and Iran. They discuss the implications of geopolitical strife on oil markets and inflation, and how these factors could impact the Federal Reserve's upcoming decisions on interest rates. The conversation also touches on strategies for investors amid market uncertainties and the evolving role of natural gas as a key energy source.
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10 snips
Dec 19, 2024 • 16min

Fed's 2025 Rate Cut Outlook Drags Asian Stocks

Paul Dobson, Bloomberg's Executive Editor for Markets in Asia, and Patrick Kennedy, Founding Partner at AllSource Investment Management, dive into the recent U.S. market sell-off and its impact on Asian stocks. They highlight how the Fed's adjusted outlook is strengthening the dollar, creating turmoil for Asian currencies. The pair also discuss the declining Japanese yen and the Bank of Japan's policy challenges. Additionally, they explore consumer confidence issues in light of weak retail sales and the critical need for active investment strategies amidst shifting market dynamics.
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5 snips
Sep 22, 2025 • 19min

Markets Higher as Trump, Xi Set to Meet at APEC

In this insightful discussion, Patrick Kennedy, Managing Partner at AllSource Investment Management, delves into market trends as US equities hit new heights amidst anticipated Fed rate cuts. He highlights promising sectors like cybersecurity and biotech while providing a candid view on investments in China and India. Alicia Garcia-Rero, Chief APAC Economist at Natixis, tackles the implications of the upcoming Trump-Xi meeting, analyzes trade uncertainties, and explains China's unique dual economy amidst cautious monetary policy shifts. A gripping blend of finance and geopolitics!
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Aug 24, 2024 • 48min

Trump Says He’s “Very Honored” By RFK Jr. Endorsement

Robert F. Kennedy Jr., an independent presidential candidate, sparks controversy with his recent endorsement of Donald Trump, saying he's honored. His cousin, former congressman Patrick Kennedy, shares insights on family dynamics and public backlash over this political alignment. Comedian and former Senator Al Franken discusses the Democratic strategy to portray Trump in a less favorable light. The conversation dives into the implications this endorsement holds for voter dynamics and the upcoming election.
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Apr 11, 2025 • 19min

Tariff War Woes Fuel Exodus From US Assets

Mark Cranfield, a Bloomberg Market Live strategist based in Singapore, and Patrick Kennedy, founding partner at AllSource Investment Management, dive into the impact of rising US tariffs on China, which have caused significant market turmoil. They discuss the sell-off in US stocks and bonds, the surge in gold and the euro, and the flight of investors seeking safer havens. With concerns about a global recession looming, they emphasize the need for cautious investment strategies and the volatility in Asian markets amid ongoing uncertainty.

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