Tina Fordham

Oscar Guardiola Rivera, a professor of international law and affairs, offers legal and geopolitical perspective. Tina Fordham, a geopolitical strategist and author, explains market and strategic implications. They debate whether Iran will quickly collapse, US and Israeli aims, oil and market moves, and China–North Korea rail ties. Short, sharp conversation on resilience, regional strategy and diplomatic signaling.

Tina Fordham, a geopolitical strategist and founder of Fordham Global Foresight, dives into the political fallout from the recent government shutdown. She discusses the implications of President Trump's signature ending the 43-day impasse and the subsequent delays in federal operations. Fordham also delves into the renewed scrutiny of Trump's ties to Jeffrey Epstein, analyzing how newly released emails may shift political dynamics. She highlights potential fractures within Trump's support as bipartisan calls for transparency intensify.

Francois Trahan, BMO strategist focused on equities and cyclical rotation; Brian Belski, CEO/CIO specializing in equity strategy and portfolio construction; Tina Fordham, foreign policy analyst on Middle East dynamics; Richard Clarida, former Fed vice chair and macro policy expert. They discuss geopolitical risk from Iran, market and oil price reactions, sector rotation toward cyclicals and small caps, and the Fed’s near-term policy outlook.

Tina Fordham, a geopolitical analyst and founder of Fordham Global Insight, discusses recent tensions in the Russia-Ukraine negotiations, particularly focusing on Putin's claims of a drone attack that complicate peace efforts. She and the hosts analyze Trump's response and how it reflects U.S. foreign policy. Additionally, Fordham delves into the implications of Iran's potential nuclear rejuvenation and the U.S. military's stance, highlighting a global recalibration of power dynamics involving major players like the U.S. and China.

Tina Fordham discusses French and UK elections, Terry Haines talks about a poll on President Biden, and Brian Belski covers the equity rally. Topics include political dynamics, tech solutions for wealth clients, market outlook, generational wealth transfer, and French election impact.

Global finance experts Steven Major and James Lord delve into bond market outlooks and currency dynamics, while geopolitical strategist Tina Fordham discusses potential ceasefires and investor concerns. The podcast covers a wide range of topics from bond yields and fixed income strategies to political conflicts and economic impacts.

Tina Fordham, founder of Fordham Global Insights, discusses escalating tensions in Israel following significant assassinations and their historical context. Anurag Rana, a Senior Tech Analyst, analyzes Microsoft's robust earnings while contrasting it with the sluggish performance of small-cap stocks. Emily Roland, Co-Chief Investment Strategist, shares insights on market rotation and the potential for an S&P correction ahead of a critical Fed decision, along with the implications of low bond yields and investor sentiment.

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, dives into how markets may react to potential rate cuts and the prospects for a fall rally in equities. Tina Fordham, founder of Fordham Global Insight, discusses Kamala Harris’s centrist pivot at the DNC and its implications for the upcoming election. Dr. Vania Stavrakeva, an economics professor, shares insights on the surprising growth of the Russian economy amid sanctions and the broader implications for global economic dynamics.

Jim Bianco, founder of Bianco Research, warns against Fed easing, arguing it could be a grave policy error amid resilient inflation. Dean Curnutt of Macro Risk Advisors discusses his 'GOAT Portfolio' concept and a potentially volatile outlook, while emphasizing the significance of a 25 basis point rate cut. Tina Fordham from Fordham Global Foresight dives into geopolitical risks tied to the upcoming Trump-Putin summit, highlighting the potential consequences for global markets and diplomatic relations.

Tina Fordham, founder of Fordham Global Insights, discusses the intersection of election outcomes and national security. Dan Tobon, from Citi, dives into how currency markets react to election night results, speculating on potential shifts in the euro and peso. Benedikt Kammel sheds light on the Boeing strike, analyzing its significant impact on the aviation industry. Together, they explore the emotional weight of voter sentiment, the changing dynamics in polling, and the socio-economic factors shaping the electorate's decisions.