Podcast Episodes
Back to Search
Episode 36: Beyond the Basics in Financial Services
Anne Malone talks with U.S. Large Cap Banks Analyst Keith Horowitz about takeaways from Citi’s Beyond the Basics conference, recently held in Napa. A key focus of the conference was disruptive trends…
Published on 2 months, 3 weeks ago
Episode 35: European Equities — What’s the Next Trade?
European equities have gone from being “most unloved” among global equities late last year, to being a source of diversification from U.S. equities, and most recently to being a destination for rough…
Published on 2 months, 4 weeks ago
Episode 34: Follow the AI Chips to the Data Centers
Anne Malone talks with communications services and infrastructure analyst Michael Rollins about doubts that have crept into the markets concerning the pace of demand growth for data centers. A number…
Published on 3 months ago
Episode 33: U.S. Economy Vital Signs — Making Sense of Recent Data
Rob Rowe talks with Chief U.S. Economist Andrew Hollenhorst on his assessment of the U.S. economy following the April jobs report and May FOMC meeting. On the one hand, survey results (“soft” data) s…
Published on 3 months, 1 week ago
Episode 32: Inside Wealth with Kate Moore
Kate Moore joined Citi Wealth earlier this year as Chief Investment Officer. In this episode, Kate shares her thoughts on the challenge of advising clients in the current market environment amid broa…
Published on 3 months, 3 weeks ago
Episode 31: Snack Attack — The U.S. Migration to a Healthier Diet
In this episode, we turn our attention to the U.S. food industry, which is grappling with changing consumer habits, the impact of GLP-1 drugs, the “Make America Healthy Again” campaign — and, yes, ta…
Published on 4 months ago
Episode 30: Tariffs — The Global Chain Reaction
The U.S. tariffs under President Trump have reached their highest levels in roughly a century, drawing comparisons with the Smoot–Hawley Tariff Act of 1930. But today’s economy and geopolitical fabri…
Published on 4 months, 1 week ago
Episode 29: Europe’s Historic Growth Model Shift
The U.S. tariffs are exerting an immediate impact on the financial markets, but they also have long-term consequences for economies — including a fundamental challenge to Europe’s longstanding export…
Published on 4 months, 2 weeks ago
Episode 28: Quantum & Chips — NVIDIA Conference Takeaways
Artificial intelligence, or AI, is advancing at a blistering pace, impacting companies’ operating models and individuals’ daily lives. Rob Rowe, U.S. Regional Director of Research, and Atif Malik, U.…
Published on 4 months, 3 weeks ago
Episode 27: What’s Next for the U.S. Economy?
The new U.S. administration has moved apace in its first couple months with a full slate of executive orders. Amid all the action, policy uncertainty remains high, leaving C-suite executives and cons…
Published on 5 months ago