Victoria Fernandez

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, shares warnings against market chasing amid breadth deterioration and highlights cautious investor sentiment. Bill Beach, Former Bureau of Labor Statistics Commissioner, discusses challenges in data collection post-shutdown that may impact economic indicators. Kelly Ann Shaw, former White House senior trade advisor, explains the administration's evolving tariff strategy amid public skepticism. Darrell Cronk, CIO for Wells Fargo Wealth & Investment Management, outlines his 'three I's' and advises on portfolio positioning as market dynamics shift.

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, shares her insights on the current market landscape. She discusses Apple's bold announcement to create 20,000 U.S. jobs while navigating the complexities of tariff discussions and its relationship with the Trump administration. The conversation shifts to the importance of the copper market and its role in global electrification, along with strategies for investors amid market fluctuations. Fernandez also touches on the impact of influential figures like Elon Musk on economic policies.

Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, shares insights on market trends and warns of a wave of policy proposals impacting investor confidence. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses her anticipation of increased market volatility. Anna Nikolayevsky, Founder of Axel Capital Management, highlights a consumer slowdown as people shift towards cost-saving measures, reiterating the challenges facing the technology sector and its implications for investment strategies.

The podcast featured guests including Victoria Fernandez, Brian Wieser, Amy Wu Silverman, and Joe Theismann. They discussed topics like market outlook for 2024, Bitcoin in portfolios, investments in the video industry, option sentiment, and changes in college football. They also speculated on Bill Belichick's future and made Super Bowl predictions.

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, discusses investor complacency amid recent debt-market turbulence. She highlights the risk of higher rates impacting smaller companies and lower-rated issuers facing refinancing challenges. The conversation shifts to credit opportunities related to AI infrastructure and the need for caution in evaluating popular tech valuations. Fernandez also emphasizes the importance of balancing responsible investing with performance, arguing that thoughtful credit strategies can minimize emerging risks while maintaining returns.