Rob Haworth

Rob Haworth, Senior Investment Strategist at U.S. Bank, and Zachary Hill, Head of Portfolio Management at Horizon Investments, tackle the potential fallout from Trump's tariff policy on global equities. They discuss consumer health and corporate earnings amid economic uncertainty, showcasing resilience against inflation. The duo also highlights investment opportunities beyond U.S. borders, particularly in Europe and Asia, as well as insights on the upcoming BOJ rate hike and its implications. Expect strategies for navigating the evolving market landscape!

Rob Haworth, a Senior VP at U.S. Bank Asset Management Group, and former Treasury Secretary Scott Bessent join to discuss the effects of recent strong US jobs data. They reveal how this data is boosting market sentiment and raising expectations for the Federal Reserve's policy moves. The duo also dives into the implications of tax legislation and the interplay between tariffs and currency dynamics, while highlighting the pressure on the Federal Reserve amid evolving economic conditions. Their insights spark a lively discussion on market optimism and investment strategies.

Rob Haworth, Senior Investment Strategist at U.S. Bank Wealth Management, shares expert insights on the impact of U.S. economic data on the Federal Reserve's policy. The discussion navigates the cautious optimism surrounding emerging markets, particularly focusing on opportunities in India, Indonesia, and Vietnam. Haworth highlights the challenges posed by China's slowdown and inflation trends while examining the significance of tariffs and labor shifts. Listeners also gain valuable perspectives on dividend strategies and global investment opportunities as U.S. valuations rise.

Explore how Gen Z's investment choices prioritize quality of life over financial status, and how values influence their decisions. US Bank experts share insights on recent research into Gen Z's investment behaviors. Discuss the challenges of providing personalized investment advice and the evolution of Robo Advisors for younger investors. Delve into the significance of human interaction and understanding Gen Z for product development.

Marvel's latest movie raises questions about the future of the franchise. Butterball CEO discusses how inflation could impact Thanksgiving food costs. President at Ava Labs predicts a 50% increase in Bitcoin market cap. Senior Investment Strategy Director explores investor worries and consumer sentiment.