Seema Shah

Seema Shah, Chief Global Strategist at Principal Asset Management, dives into Nvidia's soaring profits and what they mean for the AI market's resilience. She highlights the significance of Nvidia's record earnings in boosting investor confidence. The discussion also touches on the broader chip industry's need to maintain strong guidance to keep the AI momentum alive. Additionally, Seema offers insights into the White House's peace plan for Ukraine and the potential bidders for Warner Bros. Discovery, spotlighting who might be the frontrunner.

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.

Seema Shah, Chief Global Strategist at Principal Asset Management, shares insights on market volatility and Fed rate cut probabilities, emphasizing earnings strength as a stabilizing force. Francisco Blanch, from Bank of America Securities, discusses the bullish outlook on copper and silver due to AI demand, while explaining U.S. gas price dynamics amidst rising LNG exports. Hessam Nadji, CEO of Marcus & Millichap, analyzes the resurgence of retail real estate and the nuances between urban and suburban performance, highlighting the impact of improving financing conditions.

Seema Shah, Chief Global Strategist at Principal Asset Management, discusses cautious optimism for 2026, urging diverse portfolios as consumer resilience continues. Henrietta Treyz, Co-founder of Veda Partners, analyzes President Trump's potential Fed pick and the pressing economic policies expected from Congress. Meanwhile, Brian Levitt, Chief Global Market Strategist at Invesco, highlights attractive opportunities in private credit and non-US markets, as well as how Fed expectations are influencing Bitcoin's volatility.

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.

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!

In this engaging discussion, Seema Shah dives into the bullish outlook on US equities and global investment strategies. Cho Jung-tai shares intriguing insights on Taiwan's semiconductor industry and trade ambitions. Alberto Nadelli discusses the dire implications of Russia's hacking efforts in Georgia. Meanwhile, Rajul Zapadeh highlights how AI is revolutionizing procurement processes with his startup, Zip. Mark Gurman wraps up with news on Apple's latest iPad Mini and its AI capabilities, emphasizing innovation in technology.