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 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.