Wendy Schiller

Frances Donald, Chief Economist at RBC, breaks down the Fed's recent decisions and the labor market's strength. Danielle DiMartino Booth, CEO at QI Research, tackles the implications of Fed actions on the market. Political analyst Wendy Schiller discusses looming government funding negotiations. Lisa Mateo highlights current retail trends amid economic uncertainty. The conversation navigates through the complex interplay of monetary policy, fiscal challenges, and political dynamics that shape the economic landscape.

In this insightful discussion, Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, focuses on the Fed's impact on the economy and political influences on markets in 2025. Wendy Schiller, a political analyst from Brown University, shares perspectives on the upcoming Trump administration and its implications. Nicole Larson from Colliers discusses shifts in consumer spending towards goods rather than experiences. Talley Leger, from The Wealth Consulting Group, critiques macroeconomic indicators, emphasizing the mixed signals in the bear case for the U.S. economy.

David Rosenberg, founder of Rosenberg Research, shares insights on the 2024 equity rally and the evolving roles of Bitcoin and gold amid market fluctuations. Richard Haas, former President of the Council on Foreign Relations, discusses the implications of political turmoil in France and Korea, highlighting shifting U.S. foreign relations. Wendy Schiller, a Brown University professor, delves into the Senate's response to executive power and Trump's influence on nominations, underlining the complexities of modern U.S. politics.

Guests Nathan Dean, a senior policy analyst, and Ed Mills, a managing director at Raymond James, dive into the potential changes in financial regulations under a Trump presidency. Wendy Schiller, a political expert from Brown University, discusses the ramifications for the Democratic Party. Gautam Mukunda from Yale analyzes the economic impacts, while Monica Guerra, head of US policy at Morgan Stanley, highlights market reactions to the election results. The conversation explores trade, energy policies, and the shifting political landscape.

David Blanchflower, an economics professor at Dartmouth, dives into the ripple effects of Trump's tariffs on the labor market, emphasizing potential challenges for workers and businesses. Wendy Schiller, a Brown University professor, analyzes the unique dynamics of cabinet nominations under Trump's leadership, highlighting the strain between partisanship and Senate independence. They discuss how these developments may reshape economic policies and political strategies amidst a turbulent landscape, all while pondering the future of governance in a changing America.

Brian Belski, Chief Investment Strategist at BMO Capital Markets, shares bullish insights on the equity market and predicts strong performance through 2025. Wendy Schiller, a Brown University professor, analyzes the complex dynamics leading to the 2024 election, highlighting voter behavior and political strategies. Meanwhile, Francisco Blanch, an expert from Bank of America, provides valuable perspectives on the commodities market, including trends in oil and gold amid geopolitical tensions. This discussion combines finance with keen political insights.

Admiral James Stavridis, a retired US Navy admiral and NATO's former supreme allied commander, offers geopolitical insights and discusses his book, emphasizing military strategies and U.S.-Israeli relations. Steven Oh sheds light on the unique investment opportunities in the current non-recessionary rate-cutting climate. Wendy Schiller delves into the political dynamics of the 2024 U.S. election, while Huw van Steenis shares strategies in private credit and fixed income, exploring the effects of Federal Reserve policies on investment approaches.

In this discussion, Amy Wu Silverman, Head of Derivatives Strategy at RBC Capital Markets, shares insights on navigating market volatility amidst political shifts. David Rosenberg, Founder of Rosenberg Research, elucidates the bullish sentiment in equities while wondering about inflation risks and the Federal Reserve's ability to steer a soft landing. Wendy Schiller, a Brown University professor, analyzes the legal fallout of President Trump's actions and the impact of judicial challenges on market dynamics.

Wendy Schiller, Director at Brown University, shares insights on the challenges and strategies of a potential second Trump term, discussing immigration policies and political dynamics. Geetha Ranganathan, a Bloomberg Intelligence Media Analyst, dives into Netflix's financial health, highlighting subscriber growth and the impact of advertising on revenue. Stephen Flynn, a Senior Credit Analyst, provides an analysis of Netflix's credit profile and compares its low leverage in the industry. Together, they navigate the complexities of current economic uncertainties.

Nathan Dean, a Senior Policy Analyst at Bloomberg Intelligence, shares insights into the U.S. election's impact on various industries. Wendy Schiller, a Brown University Professor, delves into the political ramifications of a potential Trump victory. Alison Williams discusses how banks could benefit from regulatory changes. Yayoi Sekine looks ahead at the growth of renewable energy. Matthew Palazola analyzes Berkshire Hathaway's earnings and cash reserves, while Wendy Thomas talks about SecureWorks' acquisition by Sophos and implications for cybersecurity.