Henrietta Treyz
Managing Partner and Director of Economic Policy at Veda Partners who offers economic and policy analysis on the ruling's market and political impacts.
Best podcasts with Henrietta Treyz
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Nov 3, 2025 • 34min
AI Bulls Fuel Rally as Markets Turn to Private Eco Data
Bob Michele, CIO at J.P. Morgan Asset Management, discusses the Fed's policy shift and the potential for another rate cut. Henrietta Treyz, co-founder of Veda Partners, analyzes the implications of U.S.-China trade relations on agriculture and forecasts significant farm aid. Pat Haskell, from BlackRock, shares insights on municipal bond performance and valuations, highlighting their attractiveness in the current market. The conversation highlights strategic moves in different investment sectors amidst evolving economic conditions.
Apr 8, 2026 • 6min
Veda Partner's Henrietta Treyz Talks Iran War Ceasefire
Henrietta Treyz, co-founder and managing partner at Veda Partners who analyzes political and economic policy, unpacks the political fallout from the Iran war and why the administration wound down military action early. She discusses congressional reactions, market and shipping risks around the ceasefire, and the key indicators to watch next week.
