

Venu Krishna
Head of U.S. Equity Strategy at Barclays (appearing as Vinu/Venu Krishna in the transcript), providing equity market outlook, earnings and valuation analysis and views on tech, small caps and policy risks.
Top 5 podcasts with Venu Krishna
Ranked by the Snipd community

17 snips
Sep 22, 2025 • 33min
Bloomberg Surveillance TV: September 22nd, 2025
Krishna Guha, Vice Chairman at Evercore ISI and former central banking expert, dives into the complexities of Fed policy, discussing committee divisions and the potential impact of rate cuts on markets. Venu Krishna, Head of U.S. Equity Strategy at Barclays, shares insights on the sustainability of the equity rally, highlighting tech sector growth and earnings analysis. Together, they explore factors like market speculation, credit tightening, and the evolving landscape of small caps, offering a nuanced view of current economic trends.

13 snips
Jul 21, 2025 • 43min
SOTS 2nd Hour: Record Highs Roll Along, FICO CEO On The Record, & Restaurant Stock Recs 7/21/25
Venu Krishna, Barclays Head of U.S. Equity Strategy, discusses how tariffs are expected to impact the market later this quarter. William Lansing, CEO of FICO, defends his company's practices amid claims of monopoly while highlighting the role of AI in credit scoring. Costas Biloris, BMO Capital Markets Analyst, delves into recent developments affecting Sarepta's gene therapy, underscoring regulatory challenges and safety implications. The conversation also touches on resilient restaurant stocks and the latest earnings from major companies.

8 snips
Apr 17, 2025 • 24min
Why Wall Street strategists are slashing their S&P 500 targets
Venu Krishna, Barclays' head of US equity strategy, shares insights on the evolving market landscape. He sheds light on how policy uncertainties, especially concerning tariffs and immigration, have led Barclays to lower their S&P 500 targets. The episode delves into the implications of these shifts, discussing how they affect market sentiment and risk assessment. Additionally, Krishna explores the delicate balance between tech stocks and economic factors, highlighting AI's potential to drive future growth amidst uncertainties.

4 snips
Sep 30, 2024 • 24min
Bloomberg Surveillance TV: September 30, 2024
Brian Weinstein, Head of Global Markets at Morgan Stanley, predicts bond yields to rise significantly, reflecting the easing cycle. Aditya Bhave, Senior US Economist at BofA, maintains a soft landing outlook due to low layoffs. Venu Krishna, Head of US Equity Strategy at Barclays, highlights the disparity between the rates and equity markets. They delve into the transformative role of AI in businesses and the complexities of identifying neutral interest rates amid economic fluctuations.

Feb 10, 2025 • 42min
SOTS 2nd Hour: Trump Tariff Talk, Tepper’s New China Bets, and NFL Superagent Drew Rosenhaus 2/10/25
Venu Krishna, head of U.S. equity-linked strategies at Barclays, shares insights on President Trump’s potential tariffs and their implications for S&P earnings. He discusses how China is better prepared this time around and what sectors may be at risk. The conversation also covers David Tepper's big bets on Chinese tech stocks like Alibaba amid market uncertainties. Additionally, NFL superagent Drew Rosenhaus weighs in on the league’s growth and the balance between expansion and player health.