Stephen Auth

Amos Hochstein, former White House advisor now at TWG Global, breaks down U.S.-Iran negotiations and potential military options. Emil Michael, Undersecretary of Defense, discusses Anthropic talks, DOD AI safeguards and procurement levers. Stephen Auth, CIO at Federated Global, covers valuation shifts, MAG-7 dynamics and why some sectors may outperform as free cash flow patterns change.

Tiffany Wilding, an economist at PIMCO, provides keen insights into Federal Reserve policies and the impacts of the ongoing U.S. government shutdown on labor data. She predicts possible rate cuts and discusses the significance of private labor indicators. Stephen Auth, Chief Investment Officer at Federated Hermes, highlights the risks in the upcoming earnings season, suggesting that missed expectations could lead to market pullbacks. He also shares his optimistic view on long-term market prospects amid evolving trends.

Stephen Auth, CIO focused on equities and market strategy. Dr. Ellen Wald, energy expert on oil and Middle East dynamics. Admiral Pierre Vandier, NATO transformation leader on alliance operations. They dig into NATO adaptation to shocks and consensus decision-making. They explore oil market risks, Strait of Hormuz threats, global energy flows, and how market positioning shifts if disruptions persist.

Stephen Auth, CIO of Equity at Federated Hermes, shares valuable insights into market volatility and economic data as he outlines his optimistic outlook for 2025. He discusses the impact of tariffs on the U.S. economy and the significance of mixed economic indicators. Meanwhile, Anastasia Amoroso highlights opportunities in private investments, while Frank Lee examines trends in the tech sector, focusing on growth among companies like Nvidia and AMD. Richard Greenfield delves into Disney's stock challenges and the need for strategic transformations in the entertainment landscape.

James Bullard, former St. Louis Fed president and current Purdue Business School dean, offers perspective on Fed policy, inflation, and oil shocks. Stephen Auth, EVP and CIO: Equity at Federated Global, outlines market outlook, portfolio positioning, oil-driven volatility and defensive sectors. They discuss how oil duration, market signals and policy risks shape returns and risk management.