Tony DeSpirito

Tony DeSpirito, Global CIO for BlackRock's Fundamental Equities Group, shares his insights on navigating turbulent equity markets. He discusses how recent tariffs have created both challenges and investment opportunities. By examining historical volatility, he emphasizes the benefits of buying on dips and the resilience of large-cap value stocks. DeSpirito also highlights the importance of earnings in driving stock prices and suggests strategies for capitalizing on global market dynamics amidst uncertainty.

Guests Tony DeSpirito, Earl Davis, and Jonathan Pingle discuss stock picking opportunities, potential rise in US 10-yr yields, reactions to strong ADP labor data, and Fed rate decision preview. Topics include earnings estimates, treasury market impact, and economic outlook post Fed decision