Sarah Ponczek

Sarah Ponczek, a Portfolio Manager at UBS, shares her expertise on the recent trade deal with the UK and its positive impact on market sentiment. She discusses company paralysis and the ongoing US-China trade talks, highlighting investor reactions and the potential for tariff reductions. Ponczek also emphasizes the importance of careful stock selection and diversifying portfolios amid market volatility. As confidence grows, she reflects on the evolving landscape and emerging opportunities, especially in sectors sensitive to economic changes.

Mark Niquette, a Bloomberg News reporter, highlights which industries are most at risk in the upcoming election, including banks and electric vehicles. Kim Henriksson, CFO at EQT Partners, shares insights on IPO valuations tied to geopolitical risks. Isabelle Freidheim from Athena Capital sheds light on market uncertainties surrounding these IPOs. Finally, Sarah Ponczek, a financial advisor at UBS, discusses how the election's outcome will shape investment strategies. Tune in for a lively discussion on how politics and economics intertwine!

Henrietta Treyz, Managing Partner at Veda Partners, discusses the complexities of President Trump's tariffs and their potential impact on agriculture and trade. Sarah Ponczek of UBS analyzes the fluid market outlook amidst escalating tariff tensions, signaling a possible cycle of retaliation. Steve Man, a Bloomberg analyst, highlights the automotive industry's response to these tariffs and the challenges of reshoring production, revealing how these factors could reshape U.S. manufacturing and job creation.

Bloomberg reporters discuss US trade rules in China, Brad Stone dives into Trump's interview, and a financial advisor shares market insights. Plus, analysis on the EV industry, market dynamics, and potential impact of the US election on different sectors.

In this episode, Josh Wingrove, Bloomberg News Senior White House Correspondent, reveals President Trump's plans for targeted tariffs and a 'Liberation Day' announcement that could reshape market dynamics. Dr. Sue Decotiis, a physician at NYU Medical Center, dives into the science behind the trending GLP-1 weight loss drugs, highlighting their complex implications for obesity management. Financial Advisor Sarah Ponczek discusses how tariff uncertainties impact market reactions and investment strategies, offering insights into navigating the evolving economic landscape.

Ira Jersey, Chief US Interest Rate Strategist at Bloomberg Intelligence, analyzes recent U.S. CPI data revealing surprisingly low inflation trends, suggesting fewer pressures from tariffs. Sarah Ponczek, a Financial Advisor at UBS Private Wealth Management, shares her positive outlook on the market, noting optimistic stock movements amid easing trade tensions. They delve into potential Federal Reserve policy shifts and the implications of a recovering stock market, all while keeping an eye on corporate shifts like UnitedHealth's surprising leadership change.

Thomas Black, a Bloomberg Opinion columnist, delves into Boeing's latest union negotiations and discusses the potential impacts of a new pay proposal. Joanie Bily shares insights on the October U.S. jobs report, revealing trends in the labor market. Allan Schweyer highlights findings from a DEI work survey, emphasizing the demand for meaningful corporate change. David Wethe explores the U.S. oil industry's surprising productivity resurgence. Nathan Dean analyzes the political implications of the Harris vs. Trump scenario ahead of the elections.

In a dynamic discussion, Poonam Goyal, a Senior E-Commerce Analyst, evaluates Nike’s leadership change and its impact on retail strategies. Financial Advisor Sarah Ponczek shares insights on the market landscape and investment outlook amidst rate cuts. Kenneth Shea, a Consumer Products Analyst, explores M&A trends in the beverage industry, while James Abate, a finance Managing Director, provides a market check-up. Together, they dissect the evolving strategies that companies are adopting in response to market fluctuations and consumer trends.

In this engaging discussion, David Voreacos, a Bloomberg Legal Reporter, delves into B. Riley's troubling SEC investigation. Kristina Hooper, Chief Global Markets Strategist at Invesco, shares insights on market outlook amidst current volatility. Herman Chan, a Senior Analyst, highlights the Bank of Nova Scotia's strategic acquisition of a stake in KeyCorp. Sarah Ponczek, a Financial Advisor, emphasizes long-term investment strategies while navigating market fluctuations and lending challenges. The conversation blends serious financial analysis with lighthearted banter about breakdancing.

Vincent Piazza discusses Exxon and Chevron earnings, Sarah Ponczek shares market outlook, Anurag Rana and Mandeep Singh recap Microsoft and Alphabet earnings, Anna Rathbun talks about the latest in the markets. Topics cover tech earnings, green energy investments, market insights, AI strategies, and municipal bond trends.