Episode Details

On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Kristina Hooper, Chief Market Strategist at Man Group, for a global macro roadmap in a market that looks strong on the surface — but faces growing structural crosscurrents underneath.

Kristina explains why non-U.S. equities are regaining leadership, how defense spending and deglobalization are reshaping regional growth dynamics, and why investors may need to rebalance away from crowded U.S. exposures toward more diversified opportunities.

The discussion dives into:

• Why global equities — particularly Europe and the UK — are gaining traction • The role of alternatives, credit, and fixed income in today’s risk landscape • How hyperscaler AI infrastructure spending could echo past boom-bust cycles • The case for potential Fed rate cuts amid slowing growth and productivity gains • How tariffs, policy uncertainty, and job trends are influencing markets • Why diversification and hedging matter more in 2026 than at any time in recent years

Kristina outlines how investors should think about cash deployment, portfolio balance, and risk management in a market where opportunity exists — but complacency could be costly.

If you’re navigating global allocation decisions, macro risk, and shifting market leadership, this episode delivers a strategic framework from one of the industry’s most respected voices. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠...⁠. 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #KristinaHooper #ManGroup #GlobalMarkets #Diversification #MarketOutlook #MacroStrategy #Investing #EquityMarkets #FixedIncome #Alternatives #TheMoneyPath #ToddSchoenberger

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