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Patrick Kennedy

Founding Partner at AllSource Investment Management, offering analysis on market trends and the impact of tariffs.

Top 5 podcasts with Patrick Kennedy

Ranked by the Snipd community
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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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Aug 24, 2024 • 50min

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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Mar 4, 2025 • 17min

China's 'Two Sessions' Kick Off Ahead of Trump Tariff Barrage

Shehzad Qazi, COO at China Beige Book International, shares insights on China's crucial 'Two Sessions,' discussing potential stimulus and growth targets amidst rising national debt. Patrick Kennedy, Founding Partner at AllSource Investment Management, analyzes the impact of Donald Trump's impending tariffs on market trends. Together, they explore China's cautious shift to consumer-driven growth, the challenges posed by trade tensions, and the resilience of the property market, painting a complex picture of economic recovery and uncertainty.
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Nov 5, 2024 • 21min

Examining Markets Ahead of the US Election

Patrick Kennedy, Founding Partner at AllSource Investment Management, shares expert insights on the U.S. election's impact on investments. Adam Koons, Co-Chief Investment Officer at Winthrop Capital Management, discusses market reactions and evolving investment opportunities. They explore the implications of the upcoming election for equity markets, treasury yields, and global finance. The duo emphasizes the importance of navigating inflation concerns and geopolitical risks while considering the evolving political landscape and its potential effects on investment strategies.
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May 14, 2024 • 36min

Powell Urges Patience for Fed, Biden's China Tariffs

Ira Jersey discusses Fed Chair Jay Powell's patience strategy. Eric Martin talks about President Biden's China tariffs. Patrick Kennedy covers private credit and investing in sports teams. Drew Reading analyzes Home Depot earnings. Brian Collie explores electric vehicle adoption.