About this episode
- Lotfi Karoui, Chief Credit Strategist at Goldman Sachs - Stephen Trent, Director: America Airlines Research at Citi - Henrietta Treyz, co-founder at Veda Partners - Neil Dutta, Head: US Economic Research at Renaissance Macro Research Lotfi Karoui with Goldman Sachs discusses opportunities in emerging markets during the recent US market selloff. Stephen Trent of Citi discusses the state of the US consumer as airlines express concern about outlooks. Veda Partners' Henrietta Trezy talks about recent headlines out of Washington including the near-government shutdown. Neil Dutta, Head: US Economic Research at Renaissance Macro Research, discusses why he believes the US economy could experience a growth slowdown. See omnystudio.com/listener for privacy information.