BofA's Savita Subramanian on The New S&P 500:...

My guest today is Dirk Willer, Head of Global Macro, Asset Allocation and Emerging Market Strategy at Citi. In today’s episode, Dirk says we’re in an AI bubble and why that’s a reason to buy, not sell. He shares why the bond selloff relates to growth rather than deficits, how the ...  Show more

My guest today is Andrew Ang, Founder of Tau Balance and professor at Columbia University. He previously ran factor investing at BlackRock. In today's episode, Andrew explains how a swarm of AI agents can reinvent the investment workflow rather than automating pieces of it. He sh ...  Show more

Bank of America Securities Head of US Equity & Quantitative Strategy Savita Subramanian speaks on the "Maginificent Seven" tech rally and biggest market risks for 2024 with Bloomberg's Jonathan Ferro and Lisa AbramowiczSee omnystudio.com/listener for privacy information. 

#76: Sallie Krawcheck, is the current CEO of Ellevest and the former Head of Bank of America’s Global Wealth and Investment Management division. She’s potentially the most influential woman on Wall Street, who off ...

In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and inflation dynamics are shaping inv ...  Show more

Send us Fan Mail In this episode of The Wall Street Skinny, we are beyond thrilled to welcome the incredible Karen Karniol-Tambour, Co-Chief Investment Officer of Bridgewater, the world's largest hedge fund. Karen is one of the most powerful and influential figures in finance tod ...  Show more