Venu Krishna

Venu Krishna, Head of U.S. equity strategy at Barclays, dissects the sustainability of AI spending compared to the dot-com bubble. He argues this tech cycle is unique, emphasizing first-mover advantages and identifying key market warning signs. Venu highlights that current AI capacity exceeds demand and discusses potential risks, such as power constraints and funding challenges. He also outlines how investors can hedge against risks by exploring auxiliary beneficiaries and employing specific options strategies. Tune in for a thought-provoking analysis!

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.

Venu Krishna, Head of US Equity Strategy at Barclays, dives into the explosive growth of AI investment and the almost $400 billion in capex from hyperscalers this year. He discusses whether current valuations are justified, drawing comparisons to past tech booms. The conversation also addresses potential risks like stranded assets and infrastructure constraints, plus the implications of a pullback in AI spending on US equities. This lively debate leaves listeners pondering if we’re witnessing another bubble or a genuine technological revolution.

Omar Aguilar, CEO & CIO at Schwab Asset Management, highlights the need to trim momentum stock exposure amidst inflation uncertainty. Henrietta Treyz, Director of Economic Policy Research at Veda Partners, analyzes the political landscape post-shutdown, discussing voter concerns and midterm implications. Dan Skelly from Morgan Stanley shares insights on market valuations and the healthy rotation in stocks. Finally, Venu Krishna, Head of US Equity Strategy at Barclays, presents an optimistic year-end target for the S&P 500, fueled by AI advancements and improving earnings.

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.