Lindsay Newman

Dr. Lindsay Newman, geopolitical risk analyst at GZero Media and King's College fellow, discusses US‑Iran talks and regional military posture. Rich Hill, head of real estate strategy at Principal, explores CRE sector dispersion, housing mismatches, and data center nuances. Richard Clarida, former Fed vice chair and PIMCO advisor, covers monetary policy, Fed decision dynamics, and Treasury yield moves.

Eric Fine, EM debt strategist at VanEck, talks emerging market carry and regional winners and losers. Meredith Whitney, banking analyst and CEO, covers consumer finance, bank leadership and mortgage tech. Dr. Lindsay Newman, geopolitical risk expert, analyzes Iran’s tightening of the Strait, military off-ramps, allied hesitancy and escalation dynamics. Multiple short, sharp conversations on markets, banking and geopolitics.

John Tucker, Bloomberg reporter known for his insights on White House and financial matters, joins geopolitical risk expert Dr. Lindsay Newman to discuss pressing political dynamics. They explore the impending House vote to end the government shutdown and the complex implications of expiring Obamacare subsidies. Dr. Newman emphasizes the political leverage Democrats may gain, while highlighting the risks of historical broken promises in Congress. Tucker also shares insights on President Trump's efforts to court financial executives, aiming to align Wall Street with his policies.

Eric Fine, an investment pro at VanEck who focuses on emerging markets and commodities. Dr. Lindsay Newman, a geopolitics scholar at King’s College and GZERO Media. They dive into oil pricing oddities and war-driven market dislocations. Discussion covers Operation Epic Fury and shifting Middle East policy. Analysis of EM vs DM dynamics and which commodity-exporting regions stand to win.

In this insightful discussion, Nick Colas, co-founder of DataTrek Research, examines how markets are responding to the anticipated Trump-Harris race and the bond market's current frenzy. Mandeep Singh, Senior Tech Analyst, dives into the earnings of tech giants like Alphabet and the competition within cloud services. Lindsay Newman, geopolitical expert, analyzes the implications of the upcoming U.S. election on global foreign policy. Meanwhile, Randy Schwimmer sheds light on the rising private credit market and the strategies needed to adapt in this changing landscape.