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Episode 68: The New GLP1-s. A Tough Pill to Swallow for Consumer
Anne Malone, Citi’s North America Head of Equity Research, sits down with Filippo Falorni, U.S. Beverages, Household Products & Personal Care analyst…
1 month, 1 week ago
Markets Edition: Geopolitics on Edge – What Middle East Risks mean for Oil and Markets
What could the escalating conflict in Iran and the Middle East mean for oil, commodities and global equity allocation? Amid fast-moving developments,…
1 month, 1 week ago
Episode 67: Megawatts & Megatrends – Nuclear’s Second Act
Robert Rowe, U.S. Regional Director of Research, sits down with Vikram Bagi, who oversees U.S. Alternative & Renewable Energy, to discuss the state o…
1 month, 2 weeks ago
Markets Edition: The Revenge of Risk Parity
Dirk Willer, Citi's Global Head of Macro Strategy and Asset Allocation, sits down with Alex Saunders, Head of Global Quant Macro Strategy, to survey …
1 month, 2 weeks ago
Episode 66: Japan General Election and Macro Implications
Erica Poon Werkun, Head of Research for JANA and Asia South at Citi, discusses Prime Minister Takaichi's "Sanaenomics" agenda and its macro implicati…
1 month, 3 weeks ago
Markets Edition: What About the Consumer?
Scott Chronert, Head of U.S. Equity Strategy, sits down with Paul Lejuez, who covers U.S. Department Stores & Specialty Softlines, Broadlines and Foo…
1 month, 3 weeks ago
Episode 65: You Can’t Spell Industrials Without “AI”
Anne Malone, North America Head of Research, sits down with Andrew Kaplowitz, Head of U.S. Industrials Research, to discuss themes shaping Industrial…
2 months ago
Markets Edition: Mr. Warsh Goes to Washington
Dirk Willer, Citi's Global Head of Macro Strategy and Asset Allocation, sits down with Alex Saunders, Head of Global Quant Macro Strategy, to discuss…
2 months ago
Episode 64: Banking on the Future
Anne Malone, Citi's North America Head of Equity Research, sits down with Keith Horowitz, Global Head of Banking, to discuss emerging trends in banki…
2 months, 1 week ago
Markets Edition: Hurdles to “Priced to Perfection”
Beata Manthey, Citi's Head of European Equity Strategy, sits down with Senior Equity Strategist David Groman to discuss three topics shaping equity m…
2 months, 1 week ago