Featuring Special Guest – Stephen Roach
About Stephen
Stephen Roach is a prominent economist, former Chairman and Chief Economist of Morgan Stanley Asia, and Yale faculty member specializing in macroeconomics and the US-China relationship – with a career spanning Wall Street, academia, and policy research. Stephen… Read the restFeaturing Special Guest – Mike Rothman
About Mike
Mike Rothman is the President and Founder of Cornerstone Analytics, a macro-energy research firm that analyzes key market fundamentals involving supply, demand and geopolitics that influence the price of energy commodities and investment instruments. Mike previously founded ISI’s… Read the restFeaturing Special Guest – Marko Papic
About Marko
Marko Papic is the Macro-Geopolitical Chief Strategist and Senior Vice President at BCA Research, one of the largest global macro, investment research firms. At BCA, Papic is primarily responsible for the firm’s premier product, BCA Access, a macro… Read the restFeaturing Special Guest – Richard Bernstein
About Richard
Richard Bernstein is the Chief Executive Officer and Chief Investment Officer of Richard Bernstein Advisors LLC. Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. As CIO, Mr. Bernstein is a member of the firm’s Investment Committee which… Read the restFeaturing Special Guest – Jeremy Grantham
About Jeremy
Mr. Grantham co-founded GMO in 1977 and is a member of GMO’s Asset Allocation team, serving as the firm’s long-term investment strategist. He is the Chairman of the GMO Board of Directors, a partner of the firm, and… Read the restFeaturing Special Guest – Neil Howe
About Neil
Neil Howe is a portfolio manager at Hedgeye Asset Management and director of Hedgeye’s demography sector. Before Hedgeye, he was for many years an advisor on public policy for the Blackstone Group. A bestselling author and acclaimed speaker,… Read the restFeaturing Special Guest – Henrietta Treyz
About Henrietta
Henrietta has been providing investors with election and economic policy analysis for over 15 years, leading the Veda macroeconomic policy team through the first and second Trump term tariff agenda (IEEPA, 232, 301), the COVID-era stimulus bills, the… Read the restFeaturing Special Guest – John Mauldin
About John
John Mauldin is a best-selling author, analyst, financial writer, and co-founder of Mauldin Economics. John has dedicated more than 30 years to keeping people informed about financial risk. His weekly newsletter, Thoughts from the Frontline, was one of… Read the restFeaturing Special Guest – Richard Clarida
About Richard
Dr. Clarida is a managing director in the New York office and PIMCO’s global economic advisor. Prior to rejoining PIMCO in 2022, he was the firm’s global strategic advisor from 2006 to 2018. He served as Vice Chairman of the… Read the restFeaturing Special Guest – Claudia Sahm
