Ed Yardeni, Yardeni Research President, Chief Investment Strategist & Founder, says "stocks are back in a bull market." Saira Malik, Nuveen Chief Investment Officer, explains why she is worried about equity earnings. David Malpass, The World Bank President, explains the factors behind their 2023 forecast cut. Rep. French Hill (R) Arkansas, says Kevin McCarthy was the only choice for Speaker of the House. David Rubenstein, "Peer to Peer with David Rubenstein" Host & Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Coinbase CEO Brian Armstrong. Doug Kass, Seabreeze Partners President, talks challenges outlined in his latest, ‘Surprises for 2023’ note.  See omnystudio.com/listener for privacy information.

Beata Manthey, a Citi Global Equity Strategist, discusses a bearish outlook as the election approaches. Mike Wilson, Chief US Equity Strategist at Morgan Stanley, analyzes the differing impacts of potential election outcomes on growth and bonds. He suggests a Trump win could boost growth but hurt bonds, while a Harris victory might favor bonds at the expense of growth. Saira Malik, Chief Investment Officer at Nuveen, raises concerns about the possibility of a contested election, indicating heightened uncertainty for financial markets.

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.

Saira Malik, CIO and Head of Equities & Fixed Income at Nuveen, shares her insights on current market trends and investment strategies. She discusses the impact of tariffs on the automotive industry and their ripple effects on inflation and corporate profits. Malik highlights the recent equity bull run and evaluates the intricate dance of market reactions to trade policy and economic forecasts. Tune in for valuable perspectives on navigating these turbulent times and opportunities within small-cap companies.

In this discussion featuring Alex Wolf from JPMorgan Private Bank, Saira Malik of Nuveen, and economist Lauren Saidel-Baker, the trio navigates the shifting dynamics of interest rates and their effects on global markets. They dive into how trade tensions influence supply chains and the emerging 'China Plus 1' strategy. Attention is given to tech trends, especially Nvidia's AI link, and Apple's stock potential linked to its upcoming iPhone launch. Economic challenges and the implications of immigration policies also round out this insightful conversation.