About this episode
Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners Pooja Sriram, Vice President of US Economic Research at Barclays Keith Lerner, Co-CIO and Chief Market Strategist at Truist Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, joins to discuss investor concerns on AI capex spending. Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners, weighs in on President Trump telling the Wall Street Journal that he’s unsure if his economic policies will lead to Republican wins in next year’s midterm election. Pooja Sriram, Vice President of US Economic Research at Barclays, shares her expectations for Tuesday’s US jobs report. Keith Lerner, Co-CIO and Chief Market Strategist at Truist, gives his outlook for the tech sector heading into 2026. See omnystudio.com/listener for privacy information.