Jitania Kandhari

Jitania Kandhari, Morgan Stanley Deputy CIO and EM macro lead, and Andrew Slimmon, Head of Applied Equity, offer concise market takes. They debate market-cycle timing and behavioral drivers. They explore capped real rates, broader AI-driven leadership and shifting sector winners. They flag growing opportunities outside the US and how policy support shapes procyclical sectors.

Jitania Kandhari, Morgan Stanley MD and deputy CIO, on how Middle East tensions, oil shocks and regional supply chains could sway markets and inflation. Alicia Reese, Wedbush SVP in equity research, on the Netflix–Warner talks, theatrical windowing and streaming advertising opportunities. Steven Cook, CFR senior fellow, on Iran, likely retaliation, regional military moves and diplomatic signaling.

Peter Tchir, head of macro strategy at Academy Securities, discusses the potential for further downside in stocks as market dynamics shift. Evan Roth Smith, founding partner of Slingshot Strategies, offers insights into the upcoming presidential debate and its implications. Jitania Kandhari, deputy CIO at Morgan Stanley, warns that the pace of inflation may become more challenging. Together, they explore how sentiment, economic factors, and political events interconnect, shaping the financial landscape.

Gregory Korte and Jitania Kandhari discuss President Biden's news conference fallout, potential successors, voter loyalty, political polarization, market movements, and China's third plenum speculation.

Topics discussed include the need for Congress to address more than just a TikTok ban, insights from tech critics, a preview of the Fed decision, strategic fleet hubs for electrifying transport, and growth opportunities in non-tech sectors.