Seema Shah

Nouriel Roubini, NYU Professor Emeritus and Senior Advisor at Hudson Bay Capital, shares insights on the looming risks of stagflation for the US economy due to upcoming tariffs. Seema Shah, Chief Global Strategist at Principal Asset Management, emphasizes smart portfolio positioning during market volatility. Kate Moore, Citi Wealth's CIO, outlines her investment strategies amidst uncertainty. Together, they dissect economic trends and their implications for investors navigating a challenging financial landscape.

Seema Shah, Chief Global Strategist for Principal Asset Management, shares her expertise on navigating the turbulent markets shaped by tariffs and inflation. She emphasizes the value of real estate and public infrastructure as promising investment avenues. Discussions also highlight the resilience of the financial sector and the importance of global diversification. Shah dives into the geopolitical risks impacting regions like Eastern Europe and Taiwan, advising investors to adapt their strategies to mitigate potential inflation.

Seema Shah, Chief Global Strategist at Principal Asset Management, shares her insights on investing amidst ongoing tariff and policy challenges. She discusses the surprising outperformance of global markets compared to the US, driven by shifting economic conditions. Seema emphasizes the importance of diversification, especially within the tech sector, while highlighting risks of recession. She also addresses moral hazard in economic crises and the crucial role of compounding for long-term wealth growth. Tune in for expert strategies to navigate these unpredictable financial waters!