Thierry Wizman

Katy Kaminski, Chief Research Strategist at AlphaSimplex, specializes in trend-following strategies and discusses strong equity signals amid AI excitement. She shares insights on gold's rise linked to a weaker dollar and advocates for diversified, multi-asset portfolios. Joining her, Thierry Wizman, Director of Global Currencies & Interest Rate Strategy at Macquarie, analyzes the dollar's recent resilience against global uncertainties and the implications for markets, emphasizing the effects of currency volatility on multinational profits.

Economic strategist Thierry Wizman and economist Michael Darda discuss market uncertainties, earnings reactions, stock strategies, Federal Reserve adjustments, potential rate cuts, and challenges in the electric vehicle industry. Insights on Elon Musk's leadership style are explored, highlighting the importance of separating his persona from his companies' performance.

Economists discuss inflation data and the Fed's focus, insights on FX weakness and US economic outlook, and a deep dive into streaming wars, Meta earnings, and tech regulation.

Guests John Stoltzfus, Elliot Ackerman, Sarah Hunt, and Thierry Wizman discuss topics such as the importance of the consumer and jobs market in 2024, rising geopolitical tensions in the Middle East and Indo-Pacific, potential weaker economic scenarios indicated by six rate cuts, long positions on oil, and catalysts that could drag down stocks in 2024.

Mary Barra, GM CEO, announces biggest-ever buyback plan and expects 'strong adoption' of more affordable EVs. Thierry Wizman warns of sudden shock in oil market. Scott Nuttall discusses KKR's acquisition of Global Atlantic. Lara Rhame highlights the threat to Fed's 2% inflation goal by the state of services in the economy. Howard Marks reflects on Charlie Munger's legendary life. David Rubenstein previews new episodes of Bloomberg's 'The David Rubenstein Show' featuring Peter Zaffino and Bill Ackman.