August 6, 2025
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27:58Now Playing- Stephen Auth, CIO: Equity at Federated Hermes
- Anastasia Amoroso, Chief Investment Strategist: Private Wealth & Retirement at Partners Group
- Frank Lee, Global Head: Tech Hardware & Semi Research at HSBC
- Richard Greenfield, Partner at Lightshed Partners
Stephen Auth, CIO: Equity at Federated Hermes, joins for a discussion on market volatility and economic data and offers his market outlook for 2025. Anastasia Amoroso, Chief Investment Strategist: Private Wealth & Retirement at Partners Group, discusses opportunities in private investments and the outlook for private markets. Frank Lee, Global Head: Tech Hardware & Semi Research at HSBC, talks tech in the US and globally and 2025 growth across the space. Richard Greenfield, Partner at Lightshed Partners, discusses Disney earnings.
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