Priya Misra

Neil Dutta, head of US Economic Research at Renaissance Macro Research, discusses rising bond yields and the likelihood of a recession in 2025. Priya Misra of JP Morgan Asset Management offers insights on the potential for a US soft landing and peak rates in fixed income markets. Mike Wilson, Morgan Stanley’s Chief US Equity Strategist, analyzes the resilience of the equity market, contemplating where traders might see volatility in the upcoming year. Together, they navigate the complexities of the economic outlook amid changing financial landscapes.

In this conversation, Lauren Goodwin, Chief Market Strategist at New York Life Investments, predicts challenges for the US economy as the Federal Reserve considers interest rate cuts. Jaime Magyera from BlackRock discusses the strategic partnership with Citigroup and its implications for wealth management. Priya Misra of JPMorgan dives into how tariffs and job market fluctuations impact rates and economic stability. Together, they explore the precarious balance investors face as market enthusiasm meets potential policy shifts from the Fed.

Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, delves into the complexities of the yen and global currencies. Priya Misra from JPMorgan explores the crucial economic triggers affecting growth in the U.S. market. Brian Belski discusses recent market fluctuations, framing them as normal occurrences. Together, they analyze the foreign exchange landscape and the implications of market volatility, emphasizing the need for diversification and strategic investment amidst evolving economic landscapes.

Priya Misra, a Portfolio Manager at JPMorgan Asset Management, shares insights on bond market signals pointing to inflation and slower growth. Keith Lerner, Co-CIO at Truist, offers his perspective on the current equity landscape. Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, discusses his S&P 500 target amidst ongoing trade deal uncertainties. The conversation explores economic shifts, market volatility, and the intricate relationship between monetary policy and investment strategies in a fluctuating environment.

Join Priya Misra, a JPMorgan Asset Management Portfolio Manager, as she tackles the Fed's policy shifts and interest rate cuts. Christian Faes, CEO of Faes & Co, dives into technology-driven direct lending opportunities. Alona Gornick, Senior Investment Strategist at Churchill, sheds light on the evolving private credit market. Saira Malik, CIO at Nuveen, discusses the ongoing Fed rate cut debate. The conversation emphasizes the interplay between economic dynamics and investment strategies, revealing insights for navigating today’s complex financial landscape.

Discussing the Fed's commitment to reducing rates, bond markets' response, and the uncertainty of when policy easing will begin. Exploring the potential for a soft landing in the economy, with predictions of gradual growth moderation. Analyzing high quality fixed income appeal, asset allocation strategies, credit opportunities, and insights on high yield investments and risk management.

Geopolitics expert Ian Bremmer, former National Security Affairs Assistant John Bolton, and JP Morgan portfolio manager Priya Misra discuss topics such as the changes in the Republican party, concerns about Trump's influence, NATO defense commitments, the relevance of the United States in geopolitics, and factors affecting interest rates. The podcast also touches on trading at Schwab and Super Bowl commercials.

Former NY Fed President Bill Dudley warns that the market may be getting ahead of itself after Fed Chair Powell's optimistic outlook. JP Morgan Asset Management Portfolio Manager Priya Misra believes markets are not pricing in the chance of Fed cuts below 3%. TPW Advisory Principal Jay Pelosky predicts a rate cutting cycle in 2024. US Marine Corps Veteran Elliot Ackerman provides an update on the Israel-Hamas war. Kevin Book, Clearview Energy Partners Co-Founder, discusses the impacts of ongoing attacks on commercial vessels in the Red Sea.

Priya Misra, a Core Plus Bond ETF Portfolio Manager at JP Morgan, shares insights on the bond market's health amidst Federal Reserve uncertainties. Jamie Majera from BlackRock discusses the evolving landscape of wealth management and the significance of private markets. Barry Ritholtz emphasizes the behavioral finance aspects affecting investment strategies. Dan Ives talks about Apple's latest product launch and its relevance in the shifting tech landscape. The conversation weaves together technology, innovation, and economic trends shaping the future of investing.

Joanne Hsu, Director of the UMich Surveys of Consumers, reveals a concerning drop in consumer sentiment due to rising costs. Alison Williams provides insights into the mixed earnings of major banks like JPMorgan. Elliot Stein discusses TD Bank's $450 million penalty following a money laundering case. Priya Misra warns of high interest rates affecting real estate, while Jennifer Rie emphasizes the impact of antitrust cases on big tech, particularly Google's potential breakup. The conversation highlights evolving market dynamics and regulatory challenges.