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.

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.

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.