Rebecca Patterson

In this discussion, David Ellison shares insights as the new Chairman and CEO of Paramount Skydance, revealing his bold vision for merging tech with storytelling. Brad Lander, NYC Comptroller, addresses pension fund investments and the city's economic health, emphasizing sustainable growth. Rebecca Patterson offers her expert market analysis, commenting on Bitcoin's rise and the impacts of tariffs on gold prices. Together, they delve into the intersection of innovation, finance, and future strategies impacting New York and media landscape.

Patrick McHenry, former House Speaker pro tempore, offers insights into the contentious debate surrounding President Trump's tax bill, revealing resistance from within the Republican Party due to concerns over Medicaid cuts. Meanwhile, Rebecca Patterson, former Chief Investment Strategist at Bridgewater, analyzes the June jobs report, discussing its implications for the markets and the broader economic outlook. The conversation touches on the labor market's resilience, the political dynamics at play, and the importance of fiscal strategies in uncertain times.

Rebecca Patterson, former chief investment strategist at Bridgewater Associates, dives into the recent trade deal with the EU and its significant impact on energy and alcohol stocks. She discusses misconceptions about tariffs and their linkage to AI investments in the market. The conversation touches on the record highs of the S&P and Nasdaq, the busy earnings season with major reports from tech giants, and the evolving consumer trends in the alcohol industry, highlighting the challenges and opportunities ahead.

Rebecca Patterson, former Chief Investment Strategist at Bridgewater, shares her expertise on the dollar and equity markets, addressing the implications of changing tariffs for small businesses with Shark Tank’s Daymond John. They delve into how economic dynamics shape consumer behavior in retail and spending, particularly around back-to-school season. Patterson also discusses how a declining dollar impacts investment strategies and borrowing costs, while the CEO of MP Materials reveals exciting news about their new Pentagon contract, boosting stock values.

Katie Stockton, founder of Fairlead Strategies, and Rebecca Patterson, former chief strategist at Bridgewater, delve into the ongoing market rotation as investors pivot from high-performing sectors to underdogs. They analyze Apple's recent stock movements and share intriguing technical insights, suggesting potential short-term trading strategies. The duo also explores the implications of fluctuating currency dynamics on market stability and how it relates to the banking sector's recovery and the resurgence of casino stocks, especially in Macau.