Jun 26
Is The Fed Panic Already Fading? | Weekly Roundup
The Fed scare that dominated markets may already be losing momentum. Now investors are asking what comes next as the AI trade, inflation picture, and market leadership evolve. This week, we break down why the Fed may be nearing the end of its hiking cycle, how AI investment is re ... Show More
59m 55s
Jun 19
A New Era Is Beginning In Markets | Weekly Roundup
A new era at the Federal Reserve may be reshaping how markets think about rates, volatility, and the role of central banks. But is the market interpreting Kevin Warsh's first moves correctly? This week, we break down Warsh's first FOMC meeting, the end of traditional forward guid ... Show More
1h 4m
Jun 17
The Warsh Fed Will Look Nothing Like Before | Joseph Wang
A new Fed chair has arrived, and the implications could be far bigger than a single rate decision. Joseph Wang, former Fed trader and creator of Fed Guy, joins Forward Guidance immediately after Kevin Warsh’s first FOMC meeting to unpack what may be the beginning of a fundamental ... Show More
39m 37s
Aug 2024
Stocks rise as US recession fears abate
<p>Global equities surged, driven by US stocks, as strong retail numbers and encouraging jobless claims alleviated recession fears. US Treasury yields and the dollar also climbed. Meanwhile, gold rose on Middle East tensions and expectations of interest rate cuts. Retail giants W ... Show More
16m 33s
Oct 2024
China’s Market Resurgence, India’s Loss?
With Chinese equities being among the cheapest globally, they have sparked renewed interest from value investors. The bull run seems to have had a negative impact on Indian markets. But with past rallies fizzling out, will this time be different? Host Nishanth Vasudevan talks to ... Show More
16m 49s
Jan 2025
Martin Wolf talks to Arvind Subramanian: India, the next economic superpower?
<p>India is the world’s most populous nation, and since the 1990s it has maintained almost Chinese levels of rapid economic growth. Prime Minister Narendra Modi aims to make India a high income country and, by implication, an economic superpower by 2047. But is that achievable? T ... Show More
30m 40s
Oct 2024
20VC: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta | How to Play AI in the Public Markets | China & Europe: Is the Future Bleak | The Opportunity for Crossover Funds with Jeff Wang, Managing Partner @ SCGE
<p dir="ltr">Jeff Wang is the Managing Partner of Sequoia Capital Global Equities (SCGE), a public/private crossover investment firm with investments spanning from late-stage private companies to public companies. As Managing Partner, Jeff has primarily focused on public growth t ... Show More
1h 12m
Mar 2025
What's Driving Volatility in Chinese Tech Stocks?
On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after se ... Show More
20m 57s
This interview with Angus Shillington explores why India is the most promising emerging market, why it has outperformed the S&P 500, and the country’s favorable demographics. We also discuss the risks & rewards of investing in China, how Chinese equities compare to Indian equities, and the booming semiconductor market. This interview is paid sponsorship on b ... Show More
<p>Our Chief Asia and Emerging Market Equity Strategist reviews an up-and-down first quarter for markets across the region, and gives an update on which sectors investors should be eyeing. </p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome ... Show More
