Seema Shah

Seema Shah, Chief Global Strategist at Principal Asset Management, discusses the potential for a quarter-point interest rate cut and its impacts on U.S. markets amidst slowing job growth. Anastasia Amoroso, Chief Investment Strategist at Partners Group, highlights the equity rally fueled by favorable trends in private markets and the lowest Treasury yields in months. Both guests analyze the challenges facing global economies and U.S. market dynamics, while exploring the balance between investor optimism and persistent inflation risks.

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.

Cathie Wood, CEO of ARK Invest, defends Elon Musk's $1 trillion pay package, arguing it aligns with Tesla's ambitious goals. Seema Shah, Chief Global Strategist at Principal Asset Management, analyzes the tech sector's earnings amid market skepticism, while highlighting AI's evolving role in investments. Esther George, former Kansas City Fed President, discusses Fed dissents and the complexities of balancing labor and inflation. Jon Lieber, from the Eurasia Group, delves into current U.S. trade policy and the implications of the Supreme Court's tariff authority hearing.

Seema Shah, Chief Global Strategist at Principal Asset Management, shares her insights on navigating the turbulent waters of the current financial landscape. She discusses the complexities of ongoing tariff negotiations and their potential upheaval for traders. Seema highlights the concept of 'tariff fatigue' as investors reassess their risk tolerance. The conversation also touches on strategies for adapting to inflation and market volatility while remaining cautiously optimistic about future equity returns.

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.