Global Chief Investment Strategist at BlackRock, Chief Economist at Apollo Global Management, and Chief Investment Strategist at iCapital talk about global markets, Fed's stance on rate cuts, predicting market trends with AI technology, and investment strategies for public and private markets.

Rich Clarida, former Fed Vice Chair, dives into the latest FOMC meetings and their implications for the economy. Wei Li from BlackRock discusses how markets are reacting to Fed Chair Powell's statements and the possibility of a rate cut in September. Joumanna Bercetche adds context with insights on recent geopolitical events, particularly in the Middle East, which affect international relations and ceasefire discussions. They tackle the intertwining of monetary policy and global tensions, providing a comprehensive view of the current financial landscape.

Wei Li, an influential figure in investment research, joins Richard Clarida, a former Vice Chair of the Federal Reserve, to discuss pivotal market movements influenced by geopolitical events, including a crucial prisoner swap with Russia. They delve into China’s economic growth forecasts and bond yield fluctuations while providing insights into the fiscal landscape. The conversation also unpacks the nuances of monetary policy, contrasting the Federal Reserve's decisions with those of the Bank of England and highlighting historical dissent trends.

In this podcast, Wei Li, VP/GM of AI Software Engineering at Intel, discusses AI being integrated everywhere in hardware and software. Topics include AI evolution at Intel, collaboration with Microsoft for AI in collaboration tools, the role of open source in AI development, AI implementation strategies, and future trends in AI applications.

BlackRock Global Chief Invest Strategist, Wei Li, discusses why they maintain a risk-on approach due to falling inflation, potential interest rate cuts, and strong corporate earnings. They delve into market trends, monetary policy decisions, and the impact on US and Japanese equities.