Todd Walsh

Todd Walsh, CEO and Chief Technical Analyst at Alpha Cubed Investments, discusses the recent market surge fueled by semiconductor stocks and easing U.S.-China trade tensions. Meanwhile, Nick Burns, former U.S. Ambassador to China, warns that the trade conflict has morphed into a near-embargo, driven by high tariffs. He emphasizes the need for a deal within 90 days to prevent economic decoupling. The conversation sheds light on the importance of long-term investment strategies amidst market volatility and the impact of global trade negotiations.

Mark Cudmore, a Bloomberg MLIV Strategist in Singapore, shares insights on how European leaders' defense pledges affect geopolitical dynamics. He discusses the market's response to U.S. tariffs and the Euro’s fluctuating strength against the dollar. Also featured is Todd Walsh, CEO of AlphaCubed Investments, who analyzes the U.S. economy, spotlighting key economic indicators and the impact of declining consumer confidence on market sentiment. Both lead a captivating discussion on navigating today's volatile investment landscape.

Rachana Mehta, a leading fixed income expert at Maybank, shares insights into China's economic stimulus strategies, emphasizing support for low and middle-income households to boost consumption. Tina Burrett, a political science professor, discusses the implications of Japan's LDP leadership election, focusing on candidate ideologies influencing economic and foreign policies. Todd Walsh highlights the impacts of U.S. election dynamics on the energy market. Jodi Schneider connects these threads, revealing how polarized politics shapes economic perceptions in both nations.