Julian Emanuel

Julian Emanuel, Senior Managing Director at Evercore ISI who leads equity, derivatives, and quant strategy, offers macro and tech valuation perspective. He discusses why tech might still be attractive amid AI-driven rotation. Conversation covers narrow market leadership, financing AI capex and how Tesla’s upcoming results and robo-taxi narrative could sway sentiment.

Eswar (Ezra) Prasad, Cornell professor and author on global economic disorder; Jed Kolko, labor and housing analyst and former Commerce official; Julian Emanuel, Evercore equity strategist. They discuss market defensive tilts, sector rotation toward healthcare and value, housing and labor-market frictions, and how globalization, tariffs and geopolitics reshape trade and corporate strategy.

Vishal Garg, Founder and CEO of Better.com, shares insights on how their AI-driven mortgage platform is revolutionizing refinancing for homeowners while saving costs. Julian Emanuel of Evercore ISI dives into market sentiment, revealing a mix of bullishness and caution from investors. The discussion also highlights the recent surge of Insmed's stock tied to their chronic lung disease drug launch, alongside the implications of both risk-on and risk-off trends in the market as November approaches.

Julian Emanuel, Evercore head of equity strategy, offers quick market and tech vs macro perspective. Tony Capulliano, Marriott CEO, discusses travel trends, RevPAR and loyalty moves. James Quincy, outgoing Coca‑Cola CEO, covers revenue mix, product innovation and AI in marketing. They talk earnings takeaways, consumer behavior, travel demand patterns, and where markets may head next.

Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, shares insights on AI-driven earnings momentum fueling market optimism. Thomas Simons, Chief U.S. Economist at Jefferies, predicts a balanced labor market ahead of a key Fed decision, scrutinizing its implications on inflation. John Mowry, Chief Investment Officer at NFJ Investment Group, discusses the potential end of quantitative tightening and its effects on regional banks and international value opportunities, all while considering China's economic dynamics.

Kelly Ann Shaw, trade lawyer and former White House advisor, outlines tariff mechanics and legal limits. Adam Posen, economist and institute president, discusses inflation, Fed stance, and affordability pressures. Julian Emanuel, equity strategist, breaks down market resilience, NVIDIA and AI impacts, and sector rotation. They cover tariffs, rates, AI-driven market moves, and trade tensions in concise, lively conversation.

Julian Emanuel, Chief Equity and Quantitative Strategist at Evercore ISI, dives into the bullish outlook for equities amid a global bond selloff. Johanna Chua from Citi reveals insights on rising yields in Japan and the implications for Chinese economic growth. Libby Cantrill of PIMCO discusses the looming government shutdown and its potential market effects. The conversation navigates through pressing inflation concerns, geopolitical dynamics involving major world players, and the intricate relationship between monetary policy and market stability.

Eamon Javers, a CNBC correspondent who covers economic policy from Washington D.C., joins Julian Emanuel, a senior strategist at Evercore ISI, for a deep dive into the implications of new steel and aluminum tariffs. They discuss market volatility and OPEC's recent decisions affecting oil prices. Chris Nassata, CEO of Hilton Worldwide, shares insights on travel demand amid global tensions and how these factors influence the hospitality sector. The trio tackles the intersection of trade and industry, revealing the ongoing impacts on consumer behavior and corporate strategies.

Julian Emanuel, a market strategist at Evercore ISI, discusses his bullish S&P 500 target for 2025 amidst ongoing inflation concerns. Meghan Robson from BNP Paribas shares insights on credit markets post-election, highlighting Europe's potential as an outperformer. Bill Priest, chairman at TD Epoch, emphasizes the importance of free cash flow analysis in global investing, while addressing political risks and the challenges in U.S. corporate strategies. Together, they navigate the dynamic landscape of interest rates, investment strategies, and the global economic outlook.

Steve Eisman, a Senior Portfolio Manager at Neuberger Berman, shares insights on investment opportunities and a soft landing for the US economy. Julian Emanuel from Evercore ISI maintains a bullish outlook on equities, emphasizing key market dynamics. Jim Caron of Morgan Stanley discusses the implications of the Fed's recent rate cut, focusing on labor economics, inflation trends, and the complexities of forecasting in an unpredictable market. They explore how technology and AI are reshaping investment strategies and the landscape ahead.