Sarah Hunt

Chief Market Strategist at Alpine Saxon Woods, providing market strategy commentary with a focus on investor positioning and sector dynamics, including AI-related capex concerns.

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Dec 15, 2025 • 30min

Bloomberg Surveillance TV: December 15th, 2025

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses investor concerns about AI capital expenditures and how shifting narratives shape market valuations. Henrietta Treyz, Co-Founder of Veda Partners, analyzes the political implications of Trump's recent economic statements and warns of potential ACA subsidy lapses. Pooja Sriram from Barclays shares insights on labor market trends and challenges in jobs data. Lastly, Keith Lerner from Truist offers his outlook on the tech sector, advocating for diversified portfolios as we head into 2026.

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