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Beata Manthey and Max Layton explore the latest developments in the U.S.-Iran conflict and various scenarios as we approach year's end. As they discuss, Iran has incentives to escalate the conflict, which seems likely to get worse before it gets better. This podcast contains thematic content and i…
Adam Pickett and Giammarco Miani explain why they're not worried about U.S. Treasury yields, while noting there's a bit more risk of a September rate hike than markets are accounting for. So what would happen if there is a hike? This podcast contains thematic content and is not intended to be inve…
Physical AI will see artificial intelligence move beyond the digital realm into factories, warehouses, transportation networks and everyday life, with profound impacts on companies, supply chains and the broader economy. Ahead of Citi's Global TMT Conference in New York, Elise Badoy and Martin Wilk…
Dirk Willer and Alex Saunders discuss investment strategies in light of a flurry of recent developments, ranging from hawkish central banks (with a dovish surprise from the Bank of Japan) to crypto price action. This podcast contains thematic content and is not intended to be investment research. …
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