Wendy Schiller

Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, shares insights on hedging demand and the dynamics of volatility in the MAG-7 tech stocks. Wendy Schiller, an expert in U.S. politics, discusses how domestic economic issues influence policy and upcoming elections. Barbara Doran, CEO of BD8 Capital Partners, talks about the implications of AI on equity strategy and investment timing, while examining CapEx demands in the tech sector. A riveting conversation on how these elements shape the current market landscape.

Tiffany Wilding, Managing Director at PIMCO, discusses how data delays from the recent government shutdown complicate Federal Reserve forecasting and potentially impact GDP growth. Political scientist Wendy Schiller analyzes the surprising bipartisan support for the shutdown compromise, citing protections for vulnerable groups. Kimberly LaPointe from Macquarie Asset Management reveals the benefits of private infrastructure investing, highlighting its value for wealth clients seeking diversification and stable returns amidst economic shifts.

Elizabeth Economy, a leading China scholar, delves into Xi Jinping's military reforms and the increased threats to Taiwan, highlighting concerns about U.S. policy. Financial analyst Chris Whalen emphasizes the role of Fannie and Freddie in housing finance and Bitcoin's transformation into a speculative asset. Political science professor Wendy Schiller discusses the impact of domestic pressures on Trump's foreign policy, especially in relation to military advice and Ukraine peace efforts. It's a riveting exploration of geopolitics and finance!

Wendy Schiller, a Brown University professor specializing in American politics, shares insights on Jimmy Carter's enduring legacy, connecting it to today's economic challenges and environmental policies. Louis Navillier, founder of Navellier & Associates, discusses market trends from the Carter era and contemporary implications. They explore the devastating LA wildfires, their ties to climate change, and the political responsibility for current energy solutions. The conversation also touches on the importance of trust in business amidst these pressing issues.

Peter Tchir, Head of Macro Strategy at Academy Securities, predicts increased market volatility in January, urging vigilance among investors. Wendy Schiller, Director at Brown University, discusses the complexities facing the incoming Trump administration, emphasizing that quick victories are unlikely despite a Republican trifecta. The conversation also touches on global investment opportunities, with a focus on China amidst rising trade tensions and geopolitical strategies that could reshape U.S.-Europe relations.

Jason Furman, a Harvard economic policy professor, critiques the Biden administration's economic policies. Wendy Schiller from Brown University analyzes current political tensions, especially regarding U.S. involvement in Ukraine. David Sowerby of Ancora shares his stock picks in light of market trends. They discuss how Trump’s policy proposals could sway markets and the intricate dynamics between Congress and the executive branch. Additionally, they explore the ramifications of tariffs and the evolving fiscal landscape as America braces for political upheaval.

Julia Pollak, Chief Economist at ZipRecruiter, shares insights on the labor market amidst recent jobless claims and President Trump’s looming auto tariffs. She discusses potential inflation impacts as Core PCE data is awaited. Wendy Schiller, a Brown University professor, offers analysis on the political ramifications of these tariffs and the international backlash, including from the EU and Canada. They explore the implications for U.S. manufacturing jobs and how investors are adjusting strategies in light of these economic uncertainties.

Lauren Goodwin, an economist and chief markets strategist at New York Life, discusses the implications of Federal Reserve policies and whether their dovishness is overstated. Jonathan Maxwell, CEO of Sustainable Development Capital, analyzes the recent drop in energy prices and the growing demand for renewables. Political analyst Wendy Schiller offers insights into the upcoming US elections and how economic factors are shaping voter behavior. Together, they shed light on the intertwining of market fluctuations, technology trends, and political strategy.

Guests discuss the assassination attempt on Trump, analyzing political stability, historical parallels to violence, and reactions from Biden and Trump. They delve into the aftermath, calls for calmer rhetoric, security preparations, gun control, and the implications on future elections.

Ed Hyman, Chairman of Evercore ISI, shares his market predictions and discusses the likelihood of an impending recession. Wendy Schiller, a Brown University professor, analyzes the upcoming Trump-Harris debate and their economic proposals. Mandeep Singh, Senior Tech Analyst at Bloomberg Intelligence, offers insights into the Nvidia probe and its potential effects on tech markets, alongside a preview of Apple's event. This lively conversation covers important economic indicators and the evolving landscape of U.S. politics.