Venu Krishna

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.

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.

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.