Krishna Guha

Krishna Guha, Evercore ISI vice chairman and former New York Fed official, offers sharp central-bank analysis. He breaks down market moves after Kevin Warsh’s nomination. They discuss Warsh’s pragmatic tilt on inflation, AI and productivity’s policy effects, balance-sheet risks and why rapid quantitative tightening is unlikely.

Krishna Guha, Vice Chairman at Evercore ISI and former central banking expert, dives into the complexities of Fed policy, discussing committee divisions and the potential impact of rate cuts on markets. Venu Krishna, Head of U.S. Equity Strategy at Barclays, shares insights on the sustainability of the equity rally, highlighting tech sector growth and earnings analysis. Together, they explore factors like market speculation, credit tightening, and the evolving landscape of small caps, offering a nuanced view of current economic trends.

U.S. Commerce Secretary Howard Lutnick, a former business executive, dives into trade policies and the future of tariffs, emphasizing the economic impacts of semiconductor and pharmaceutical investments. He also discusses the need for tech regulations to attract AI investment. Meanwhile, Krishna Guha, Evercore's Vice Chairman, analyzes recent labor market data and its implications for Fed policy, forecasting potential interest rate cuts as a preemptive measure. The discussion is packed with insights on economic strategy and growth expectations.

Mike Johnson, the Republican Speaker of the House, shares insights on the House tax bill and the challenges of getting it through the Senate. He emphasizes the urgency in legislative efforts before upcoming elections. Krishna Guha, Vice Chairman at Evercore ISI, discusses the economic outlook and the Fed's approach to interest rates. The conversation touches on labor market dynamics, economic trends, and the role of government spending in shaping fiscal policies.

Krishna Guha, a former New York Federal Reserve executive now at Evercore ISI, and Kate Davidson, managing editor at Bloomberg News, dive into the impact of Donald Trump’s rhetoric on Federal Reserve Chair Jerome Powell. They discuss the potential crisis if Wall Street begins doubting the Fed's independence. Guha warns that confidence in the Fed hinges on its ability to act without political pressure, while Davidson raises questions about Powell's future and the implications of a potential leadership change in the Fed.

Krishna Guha, Vice Chairman at Evercore ISI, shares his insights on the rocky outlook for US markets and the economy. Rob Sockin, Director of Research at Citi, highlights the risks stemming from President Trump's tariff policies and the potential fallout if Fed Chair Jay Powell is fired. These discussions explore how political maneuvers could destabilize economic confidence, impact Fed independence, and reshape trade dynamics amidst ongoing tensions that are steering the global economy.

Ryan Petersen, CEO of Flexport, on real-time supply chain chaos from a closed Strait of Hormuz. Ben Reitzes, head of tech research at Melius, on why software faces structural pressure amid AI disruption. Krishna Guha, Evercore vice chairman and macro strategist, on plunging oil, Fed timing, and geopolitical risks. Multiple short takes on shipping snarls, oil scenarios, and software valuation stress.

In this discussion, Krishna Guha, vice chairman at Evercore ISI, breaks down the recent cooler CPI print and its implications for Fed rate cuts while highlighting trends in corporate layoffs and labor markets. Barry Knapp from Ironside's Macroeconomics shares insights on inflation's impact on fiscal policy and his views on sector positioning, favoring cyclicals over tech. Francisco Blanche of BofA Securities analyzes the recent decline in gold's value and the oil market's dynamics, emphasizing the need for cautious investment strategies.

Dan Niles, a veteran tech investor and founder of Niles Investment Management, shares insights on the bullish outlook for tech stocks leading to Thanksgiving, despite AI revenue concerns. Krishna Guha, Vice Chair at Evercore ISI, discusses the mixed signals in the economy, including a weakening labor market amid inflation worries. They also address regional bank credit health, refuting fears of systemic issues while highlighting strong consumer loan growth. Plus, the podcast reveals a staggering $300 trillion error in crypto markets.

Krishna Guha, Vice Chairman at Evercore ISI, shares expert insights on the upcoming Fed meeting and navigates the complexities of the US economy, focusing on the need for stable inflation expectations. Meanwhile, Reza Pahlavi, Son of the Shah of Iran, discusses the escalating conflict between Israel and Iran, exploring potential avenues for regime change and the aspirations of the Iranian people for democracy. Their conversations intertwine pressing economic and geopolitical themes, making for a compelling dialogue.