Seema Shah

Seema Shah, Vice President of Research and Insights at Sensor Tower, shares her expertise on TikTok's booming engagement and revenue. The discussion covers the implications of President Trump's warning about Tylenol potentially linking to autism, despite lacking solid scientific backing. Seema highlights TikTok’s impressive in-app spending, with users engaging for about 80 minutes daily. She also reveals concerns about how separating the U.S. version from the global app could impact content quality and advertising value, while Instagram Reels could benefit from any user migration.

Seema Shah, David Malpass, and Liz Ann Sonders discuss global macro outlook, US exceptionalism, US and global economies, government debt, markets, rate cuts pace, and the latest Bloomberg poll on the 2024 election, covering economic forecasting challenges, consumer sentiment, inflation impact, economic indicators, market trends, presidential polls analysis, campaign strategies, and the VP candidate's role in influencing voters.

Sheila Kahyaoglu discusses the latest on Boeing and the airlines sector. Seema Shah expects positive nominal growth and continued fall in inflation. Kathy Bostjancic says mild recession is still possible. Matthew Bartlett previews final GOP debate before Iowa Caucuses.

Seema Shah, Chief Global Strategist at Principal Asset Management, shares her optimistic view that a recession is unlikely in the near term. Rep. Lisa McClain discusses the crucial economic issues affecting voters in Michigan, highlighting the struggles families face. Neil Dutta, from Renaissance Macro Research, warns that economic growth may not sufficiently prevent rising unemployment. The conversation also touches on market trends, inflation, and the impact of monetary policy on the economy.

In this enlightening discussion, guests share their insights on pressing industry issues. Erik Larson, a U.S. legal reporter, dives into the implications of a judge's ruling on H-1B visa application fees, detailing the potential impact on tech companies. Seema Shah from Sensor Tower analyzes shifting trends in mobile apps and media acquisitions, particularly in the context of Warner Bros Discovery. Liz Hart discusses the commercial real estate market, highlighting the demand recovery in trophy offices and the reshoring trend benefiting industrial sectors.

Torsten Slok, an economic trends expert, discusses robust consumer spending, emphasizing that the economy is thriving despite challenges. Seema Shah, a financial analyst, breaks down market movements, shedding light on the recent cash accumulation in equities. Anders Persson, an investment manager, shares insights on potential Federal Reserve rate cuts, linking them to employment growth and inflation concerns. Together, they explore the implications of these factors on investment strategies and market resilience.

David Rosenberg, founder of Rosenberg Research, Seema Shah, chief global strategist at Principal Asset Management, and Sarah House, senior economist at Wells Fargo, dive into the latest inflation data's significant impact on markets. They explore the interplay between inflation trends and the labor market, highlighting disparities in recovery across income groups. The conversation also covers unforeseen layoffs, consumer spending shifts, and the Federal Reserve's crucial role in maintaining economic stability amidst recession risks.

Seema Shah, Chief Global Strategist at Principal Asset Management, expresses optimism about avoiding a U.S. recession. David Rosenberg, founder of Rosenberg Research, and Matthew Diczok from Bank of America dissect troubling jobless claims. Tobin Marcus, head of U.S. Politics at Wolfe Research, shares insights on the evolving landscape of the 2024 Presidential Election. The guests discuss the resilience of earnings outside big tech and the implications of the political climate on economic strategies, highlighting the importance of adaptive investment approaches.

In this discussion, Seema Shah, Chief Global Strategist at Principal Asset Management, shares insights into the Federal Reserve's careful stance on interest rates amid an economic slowdown. Kurt Wagner, a Bloomberg Tech Reporter, dives into Meta's strategy of balancing AI innovation with long-term metaverse goals. Raisah Rasid, a Global Market Strategist at JPMorgan, highlights global challenges including China's growth and Japan's economic conditions, alongside the potential for equity markets amid shifting labor dynamics and geopolitical risks.

Seema Shah discusses non-tech opportunities, Tom Michaud updates on bank stress tests, Vishwanath Tirupattur and Stephanie Roth analyze consumer confidence, durable goods, GDP & core PCE. The podcast covers market concerns, US exceptionalism impact, banking sector analysis, passive investing effects on bank liquidity, bond market anticipation, and economic similarities.