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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.…
9 months, 1 week 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…
9 months, 2 weeks ago
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 approva…
10 months 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. Meanwhil…
10 months, 1 week 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 o…
10 months, 2 weeks 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 Confere…
10 months, 3 weeks 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 t…
11 months, 1 week 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…
11 months, 3 weeks 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,…
11 months, 4 weeks 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 Scot…
1 year ago