Paul Christopher

Paul Christopher, Head Global Market Strategist at Wells Fargo, shares insights on why AI is a compelling investment and predicts a continued rise in U.S. equities over the next year. He discusses strategic sectors for gaining AI exposure, including utilities and data centers. Congressman French Hill addresses the U.S. government shutdown, urging swift action from the Senate, and highlights the importance of tailored bank regulations to boost lending. Together, they dissect pivotal market movements and the implications for economic stability.

Shawn Donnan, a senior economics writer at Bloomberg News, discusses the complexities of Trump’s tariff plans and their uncertain impacts on the U.S. economy. Paul Christopher, Head of Global Investment Strategy at Wells Fargo, shares insights into market trends amid these policy changes. They explore how tariffs could affect American manufacturers, inflation, and even the labor market. The conversation also touches on the evolving landscape of private credit and the cautious investment strategies needed in this dynamic financial environment.