Scott Ladner

In this discussion, Mark Cranfield, a Bloomberg MLive strategist, sheds light on Japan's economic policy and the yen's response to U.S. Treasury comments. He explores the concentrated gains in Japanese equities driven by AI, alongside the impact of Fed policy. Joining him, Scott Ladner, Chief Investment Officer at Horizon, analyzes NVIDIA's influence on AI investment and argues that AI may herald a productivity boom rather than a bubble. They also delve into credit market dynamics and the implications of a potential Fed rate cut.

Nancy Tengler, CEO and CIO of Laffer Tengler Investments, discusses the implications of China urging local companies to avoid Nvidia's H20 chips, particularly affecting giants like Alibaba and Tencent. Scott Ladner, CIO at Horizon Investments, provides insights into the global chip sector amidst rising semiconductor tensions. Jeremy Allaire, CEO of Circle, shares exciting news on the company's earnings surge and innovative plans for new products, indicating strong growth potential in the stablecoin market. The conversation also touches on Elon Musk's antitrust claims against Apple in the AI space.

In this discussion, Scott Ladner, the Chief Investment Officer at Horizon Investments, shares his insights on the recent market dip, viewing it as a prime buying opportunity. He emphasizes the historical outperformance of international markets during challenging U.S. political climates. Ladner also analyzes the fallout from the U.S./Ukraine meeting, humorously noting how unpredictable political scenarios can be. Throughout, he advocates for cautious optimism, particularly in emerging markets, along with a strategic approach to investing amid volatility.

Mary Nicola, a Bloomberg MLIV Strategist, and Scott Ladner, Chief Investment Officer at Horizon Investments, delve into the recent federal appeals court ruling that temporarily upholds Trump's tariffs. They discuss how this affects U.S.-China trade relations and the impact on Asian markets. The duo also analyzes the U.S. equity market’s response to strong guidance from Nvidia and broader economic pressures tied to Trump's push for lower interest rates from the Federal Reserve, giving insights into potential market dynamics ahead.

Join Ben Harburg, a keen investor in Chinese markets, and Scott Ladner, a savvy chief investment officer, as they dissect the massive U.S. stock selloff that has rippled across Asia. They explore the contrasting market sentiments, revealing how Chinese investors are diving into Hong Kong stocks amidst economic turmoil. The duo also discusses the impacts of recent tariff hikes on U.S. agricultural goods and the evolving dynamics of inflation in China, uncovering both challenges and potential opportunities for savvy investors.