Seema Shah

Seema Shah, Chief Global Strategist at Principal Asset Management, discusses the potential for a quarter-point interest rate cut and its impacts on U.S. markets amidst slowing job growth. Anastasia Amoroso, Chief Investment Strategist at Partners Group, highlights the equity rally fueled by favorable trends in private markets and the lowest Treasury yields in months. Both guests analyze the challenges facing global economies and U.S. market dynamics, while exploring the balance between investor optimism and persistent inflation risks.

Seema Shah, Chief Global Strategist at Principal Asset Management, discusses cautious optimism for 2026, urging diverse portfolios as consumer resilience continues. Henrietta Treyz, Co-founder of Veda Partners, analyzes President Trump's potential Fed pick and the pressing economic policies expected from Congress. Meanwhile, Brian Levitt, Chief Global Market Strategist at Invesco, highlights attractive opportunities in private credit and non-US markets, as well as how Fed expectations are influencing Bitcoin's volatility.

Seema Shah, Chief Global Strategist at Principal Asset Management, shares insights on market volatility and Fed rate cut probabilities, emphasizing earnings strength as a stabilizing force. Francisco Blanch, from Bank of America Securities, discusses the bullish outlook on copper and silver due to AI demand, while explaining U.S. gas price dynamics amidst rising LNG exports. Hessam Nadji, CEO of Marcus & Millichap, analyzes the resurgence of retail real estate and the nuances between urban and suburban performance, highlighting the impact of improving financing conditions.

Patrick McHenry, former House Financial Services Committee chair turned political commentator, on State of the Union reactions and electoral strategy. Mandeep Singh, Bloomberg Intelligence tech research head, previews Nvidia earnings and AI-driven semiconductor demand. Sonal Desai, Franklin Templeton fixed income CIO, on bond market dynamics amid tech issuance. Seema Shah, Principal’s chief global strategist, on trade policy uncertainty and market rotation.

Bob Michele, JPMorgan fixed‑income chief, on bond reactions and energy-driven real yields. Seema Shah, Principal Asset Management strategist, on investor positioning and regional exposure. Anna Wong, Bloomberg chief US economist, on oil-shock modeling and inflation paths. Joumanna Bercetche, reporting from Dubai, on Middle East mediation and supply-route control. They discuss markets, oil shocks, and geopolitical risks in short, sharp takes.

In this discussion, Stephen Miran, a Federal Reserve Governor, advocates for substantial rate cuts in 2026, citing shelter inflation and labor market conditions. Seema Shah, Chief Global Strategist at Principal Asset Management, shares concerns over interventionist policies and their effects on investor sentiment and fiscal stability. Jim Zelter, President of Apollo Global Management, discusses the cautious yet disciplined investment approach amidst geopolitical tensions and record debt issuance, highlighting opportunities in Europe and Japan.

Cathie Wood, CEO of ARK Invest, defends Elon Musk's $1 trillion pay package, arguing it aligns with Tesla's ambitious goals. Seema Shah, Chief Global Strategist at Principal Asset Management, analyzes the tech sector's earnings amid market skepticism, while highlighting AI's evolving role in investments. Esther George, former Kansas City Fed President, discusses Fed dissents and the complexities of balancing labor and inflation. Jon Lieber, from the Eurasia Group, delves into current U.S. trade policy and the implications of the Supreme Court's tariff authority hearing.

Nouriel Roubini, NYU Professor Emeritus and Senior Advisor at Hudson Bay Capital, shares insights on the looming risks of stagflation for the US economy due to upcoming tariffs. Seema Shah, Chief Global Strategist at Principal Asset Management, emphasizes smart portfolio positioning during market volatility. Kate Moore, Citi Wealth's CIO, outlines her investment strategies amidst uncertainty. Together, they dissect economic trends and their implications for investors navigating a challenging financial landscape.

Seema Shah, Chief Global Strategist at Principal Asset Management, shares her insights on navigating the turbulent waters of the current financial landscape. She discusses the complexities of ongoing tariff negotiations and their potential upheaval for traders. Seema highlights the concept of 'tariff fatigue' as investors reassess their risk tolerance. The conversation also touches on strategies for adapting to inflation and market volatility while remaining cautiously optimistic about future equity returns.

Seema Shah, Chief Global Strategist for Principal Asset Management, shares her expertise on navigating the turbulent markets shaped by tariffs and inflation. She emphasizes the value of real estate and public infrastructure as promising investment avenues. Discussions also highlight the resilience of the financial sector and the importance of global diversification. Shah dives into the geopolitical risks impacting regions like Eastern Europe and Taiwan, advising investors to adapt their strategies to mitigate potential inflation.