Podcast Episodes
Back to Search
Episode 63: China & India Equities — Market Drivers and Risks in 2026
Erica Poon Werkun sits down with Pierre Lau and Surendra Goyal to discuss the prospects for China and India equities in 2026. Topics include our view…
2 months, 2 weeks ago
Markets Edition: Lessons and Views Post-Davos
Geopolitics and AI were big themes at Davos. An easing in Greenland tensions doesn’t necessarily mean USD weakness is behind us. For equities the AI …
2 months, 2 weeks ago
Markets Edition: Expect a Persistent, But Volatile Bull
Scott Chronert and Drew Pettit discuss our 2026 outlook for U.S. equities and why we expect a fourth year for the current bull run. We also explore w…
2 months, 3 weeks ago
Episode 62: The Rise of Physical AI and What It Means for Us
Elise Badoy, Head of Europe, UK, Middle East and Africa Equity Research, sits down with Martin Wilkie, Head of Capital Goods Research, to discuss phy…
2 months, 4 weeks ago
Markets Edition: How to Navigate 2026 Where Is Consensus for 2026 and What to Do About It?
Early January is when investors put their money to work in line with their views for the year. A large part of that money goes into consensus trades,…
3 months ago
Episode 61: Bullish with a Seatbelt — Risk Assets and Investment Themes for 2026
Rob Rowe, U.S. Regional Director of Research, sits down with Head of Research Lucy Baldwin to discuss investment themes for 2026. We see a reasonably…
3 months ago
Episode 60: What’s Next for Quantum Computing with Noelle Ibrahim from IBM
Rob Rowe, Citi's U.S. Regional Director of Research, sits down with IBM's Noelle Ibrahim to discuss the current state of quantum computing, IBM's roa…
3 months, 1 week ago
Episode 59: The U.S. Economy's Future: Soft Landing... or Hard Reality?
Scott Chronert, Citi’s Chief U.S. Equity Strategist, sits down with Global Chief Economist Nathan Sheets to discuss the 2026 economic outlook. Topics…
3 months, 3 weeks ago
Markets Edition: European Outlook for 2026: When Cyclical Pickup Meets Fiscal Tailwinds
Elise Badoy, Head of Equity Research for Europe, UK, the Middle East and Africa, sits down with Beata Manthey, Head of European Equity Strategy, to d…
3 months, 3 weeks ago
Episode 58: Airline Volatility - Smooth Skies or Turbulence
Anne Malone, North America Head of Equity Research at Citi, sits down with John Godyn, Citi's Head of Aerospace, Defense and Airlines, to discuss the…
4 months ago