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Aug 2023
57m 52s

Cambiar's Barish: Rising cost of capital...

CHUCK JAFFE
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Yesterday
Wells Fargo's Christopher: This market can shrug off a short war
Paul Christopher, head of global investment strategy for the Wells Fargo Investment Institute says that a short conflict in Iran remains his base case, noting that the war has been proceeding at a slightly faster pace than he might have expected. Facing a limited but intense war ... Show More
59m 14s
Mar 17
Robertson's Garretty says war has put 'recession' back into conversation
Jeanette Garretty, chief economist at Robertson Stephens Wealth Management, says that rising oil prices and higher inflation have increased the possibility of a recession. While she says the operating outlook for investors is that the war in Iran will last a few more weeks, with ... Show More
57m 41s
Mar 16
StanceCap's Davis sees headline risk stalling - not changing - market rotation
Bill Davis, portfolio manager for Stance Capital and the Hennessy Sustainable ETF, says that current events have contributed to some market rotation back towards mega-cap tech names, because the market views them as comparative safe names that are not correlated to oil prices. Th ... Show More
57m 53s
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