Pooja Sriram

Bob Elliott, CEO and CIO at Unlimited, shares insights on the growing significance of direct lending in private finance. Pooja Sriram from Barclays Capital dissects inflation trends and the disconnect between political rhetoric and economic realities. Jason Furman analyzes Federal Reserve policies, discussing the potential for rate cuts and their impact on market volatility. Together, they explore the challenges of maintaining credibility in monetary policy and the interconnectedness of global economic factors, including China's influence on Western inflation.

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses investor concerns about AI capital expenditures and how shifting narratives shape market valuations. Henrietta Treyz, Co-Founder of Veda Partners, analyzes the political implications of Trump's recent economic statements and warns of potential ACA subsidy lapses. Pooja Sriram from Barclays shares insights on labor market trends and challenges in jobs data. Lastly, Keith Lerner from Truist offers his outlook on the tech sector, advocating for diversified portfolios as we head into 2026.

Discussing the rally in the equity market with health care as a good value play, Fed delivering a balanced message, Elon Musk's $56 billion pay package, and Tesla's relocation to Texas.