Rebecca Patterson

Constance Hunter, Chief Economist at EIU, shares her insights on inflation trends and the labor market's current state. Rebecca Patterson, former Chief Investment Strategist at Bridgewater, delves into how market trends are unfolding amidst economic uncertainty. Huw van Steenis from Oliver Wyman discusses the outlook for private credit and the evolving banking landscape. The trio also tackles significant topics including the credibility of U.S. inflation data and the geopolitical tensions surrounding Ukraine, emphasizing their impact on global economic dynamics.

Rebecca Patterson, a Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates, dives into the complexities of today's markets. She explores the implications of high stock prices, the impact of a weakening dollar, and the influence of geopolitical issues on stability. Patterson also discusses diversified investment strategies, emphasizing sectors like defense and utilities. The conversation touches on AI's role in the job market and the necessity of planning for economic tail risks.

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.