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Episode 26: The Future of Crypto
Often viewed as esoteric and offbeat, crypto assets were once eschewed by traditional capital market participants. But last year’s regulatory approval and launch of spot Bitcoin and Ethereum ETFs sig…
Published on 5 months, 2 weeks ago
Episode 25: Well Spent — A Consumer Health Check
U.S. retailers are reporting earnings for the final quarter of 2024, and so far they’re painting an overall picture of robust holiday sales. Meanwhile, frigid East Coast temperatures, tariff implicat…
Published on 5 months, 3 weeks ago
Episode 24: REIT or Wrong — Is Now the Time to Buy U.S. Real Estate?
Real Estate Investment Trusts, or REITs, are companies that own, operate or finance income-producing real estate. They are in a sense the “landlord of the U.S. economy”, as the properties they manage…
Published on 6 months ago
Episode 23: Built to Last — Five Themes Shaping the Industrials Sector
Senior analyst Andrew Kaplowitz talks to Rob Rowe about the five themes he expects to be in focus at Citi’s Global Industrial Tech & Mobility Conference (February 18–20 in Miami): companies’ muted Q1…
Published on 6 months, 1 week ago
Episode 22: Can Autos Survive a Triple Threat?
The auto industry is an incredibly competitive one to begin with, with more than 60 large manufacturers globally and a hundred or so brands between them. The shift to electrics and hybrids provides e…
Published on 6 months, 3 weeks ago
Episode 21: Trade with China under Trump 2.0
Donald Trump is back in the White House, and his policy actions are being watched closely by the markets and the world at large. Trump’s tariff plans — including those toward China — feature prominen…
Published on 7 months ago
Episode 20: The Resilient Global Economy & Trump 2.0
The global economy continues to defy expectations, powering ahead over the past couple years even amid interest rate hikes, geopolitical instability, and other headwinds. With consumer spending still…
Published on 7 months, 1 week ago
Episode 19: 2025 Outlook — Expecting a Volatile Bull
How will U.S. equities perform in 2025? That’s the key question in our first episode of the year, where Rob Rowe talks to U.S. equity strategist Scott Chronert about the market’s current positioning …
Published on 7 months, 2 weeks ago
Episode 18: Cybersecurity — New Risks, Expanding Threats
Cybersecurity and its attendant threats have undergone a renaissance in the last decade. Enterprise cloud adoption, a work-from-anywhere culture, and greater Internet connectivity among devices have …
Published on 8 months, 2 weeks ago
Episode 17: Dawn of a Healthcare Revolution?
Citi’s Global Healthcare Conference is under way, and there’s no shortage of topics for discussion. In this episode, healthcare analysts Geoff Meacham and Joanne Wuensch chat with Lucy Baldwin about …
Published on 8 months, 3 weeks ago