Paul Eitelman
Global Chief Investment Strategist at Russell Investments, responsible for shaping investment allocation and portfolio strategy and known for macro and markets research on topics such as AI, fiscal policy, and asset allocation.
Best podcasts with Paul Eitelman
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18 snips
Feb 25, 2025 • 49min
Tesla Sales Fall 45% in Europe Amid Musk’s Meddling in Politics
Craig Trudell, Bloomberg News Global Autos Editor, reveals why Tesla's sales have plummeted 45% in Europe, highlighting fierce competition and Musk's political endeavors. Paul Eitelman from Russell Investments shares insights on the broader market outlook and investment opportunities amidst economic uncertainties. Abby Roach analyzes Home Depot's earnings amid consumer confidence shifts. Jess Melanson discusses EV impacts on the power grid, emphasizing AI's role in energy distribution. Louis Navellier explores market trends and strategies for growth investments.
10 snips
Dec 26, 2025 • 57min
The Base Case is Wrong | Paul Eitelman on AI, Reacceleration and the Pause No One Sees
Join Paul Eitelman, Global Chief Investment Strategist at Russell Investments, as he reveals why 2026 might be a pivotal year for the economy. He discusses the transition from resilience to reacceleration in the U.S. economy and how AI is shifting from buzz to tangible returns, potentially reshaping industries. Paul also highlights the fading tariffs and immigration constraints, while pinpointing macroeconomic signals that suggest broadening market leadership beyond tech giants. Emphasizing the importance of diversification and staying invested, he provides insights for savvy investors.
