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PODCAST

Research @ Citi

Join Citi Research as they offer a lens into the financial markets. Listen in as they unpack the most relevant and timely topics, delving into why they matter and how they impact investors and consumers.

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All Episodes

11:47

Markets Edition: The Model Moment

Research @ Citi ·

2025/12/02

Scott Chronert, Head of U.S. Equity Strategy, sits down with Tushar Yadava, Head of Markets at BlackRock Model Portfolios, to discuss the substantial growth in the model portfolio business and its importance for asset allocation trends. This podcast contains thematic content and is not intended to be investment research. nor does it constitute financial, economic, legal, tax, or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or

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18:05

Special Markets Edition: Boom or Bubble? The AI Debate

Research @ Citi ·

2025/11/24

Dirk Willer, Global Head of Macro Strategy and Asset Allocation, and Scott Chronert, U.S. Head Equity Strategy, sit down with Heath Terry, Global Head for Technology and Communications Research, to debate whether AI is a boom or a bubble and what the endgame may be for companies and markets. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information

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17:45

Episode 56: Thankful for Health - AI, Vaccines, and...

Research @ Citi ·

2025/11/20

Anne Malone, Head of North America Equity Research, and Global Head of Healthcare Geoff Meacham discuss where Healthcare stands after the third-quarter reporting period. Conversation topics include the promise of AI, innovations in the drug pipeline and the next phase of GLP-1s. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and

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09:35

Markets Edition: Shutdown Over - Why Investors Should...

Research @ Citi ·

2025/11/18

Dirk Willer, Global Head of Macro Strategy and Asset Allocation, and Alex Saunders, Head of Global Quant Macro Strategy, offer two reasons they think it’s too early to give up on a Santa rally. First, with the government shutdown behind us, economic data will flow again and we expect a Fed rate cut in December. Second, liquidity will improve on the margin. Both should be mildly positive for equities into year’s end. This podcast contains thematic content and is not intended to be investment

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26:41

Episode 55: In The Lap of Luxury

Research @ Citi ·

2025/11/13

Elise Badoy, Citi's Head of EMEA Equity Research, and Thomas Chauvet, Global Consumer Discretionary and Luxury Goods, talk all things luxury. Their conversation ranges from key drivers and specific geographies to the performance of various luxury-goods categories and potential catalysts they see ahead. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for

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10:14

Markets Edition: When Markets Wobble…

Research @ Citi ·

2025/11/12

Beata Manthey, Head of European Equity Strategy, sits down with Senior Equity Strategist David Groman to discuss what's behind the recent burst of volatility in equity markets. While there's plenty for investors to worry about, there are reasons for cheer as well. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not

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21:00

Episode 54: Private Credit’s Trillion-Dollar Takeover...

Research @ Citi ·

2025/11/06

Rob Rowe, Citi's U.S. Regional Director of Research, sits down with Michael Anderson, Head of Credit Strategy, to discuss the latest developments in private credit. Private credit has grown dramatically beyond its historical role filling the financing gap between banks and the public markets and is now an important source of capital for the AI buildout. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or

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11:31

Markets Edition: A Jobless Recovery?

Research @ Citi ·

2025/11/04

Dirk Willer, Global Head of Macro Strategy and Asset Allocation, sits down with Adam Pickett, Head of the Global Macro Strategy team, to discuss the "jobless boom" being experienced by the U.S. economy, with the Fed cutting rates, strength in equities, and weakness in the labor market. What's behind this apparent disconnect? Four hypotheses are worth examination. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal,

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11:25

Markets Edition: AI – No Bubble, Yet

Research @ Citi ·

2025/10/28

Scott T. Chronert, Head of U.S. Equity Strategy, and Drew Pettit of U.S. Equity Strategy discuss concerns about whether AI has led U.S. equities into a bubble. The two discuss the definition of a bubble, explain why indicators suggest this is different than the tech bubble of the late 90s, and offer advice for investors. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is

EN

26:56

Episode 53: APEC at a Crossroad

Research @ Citi ·

2025/10/23

Lucy Baldwin, Citi Head of Research, and Johanna Chua, Citi’s Global Head of Emerging Markets Economics, preview the APEC Summit by looking at the reordering and realignment APEC has seen since its founding and discuss the tensions between the U.S. and China that are affecting trade and the AI technology race. Where are these two APEC powers competing and where might they cooperate? This podcast contains thematic content and is not intended to be investment research. Nor does it constitute

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09:15

Markets Edition: The Debasement Trade

Research @ Citi ·

2025/10/21

Dirk Willer, Citi’s Global Head of Macro Strategy and Asset Allocation, and Alex Saunders, Citi’s Head of Global Quant Macro Strategy, consider the debasement trade. The debasement trade is based on the fear that fiat currencies could be debased by aggressive fiscal and/or monetary policy, and has manifested in a relentless rally in gold. Dirk and Alex explore aspects of this phenomenon and offer advice for investors. This podcast contains thematic content and is not intended to be investment

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18:15

Episode 52: Government Shutdown vs. the U.S. Economy

Research @ Citi ·

2025/10/16

U.S. Regional Director of Research Rob Rowe and Veronica Clark, Senior U.S. Economist, discuss the U.S. government shutdown, how it may affect the U.S. economy, and the Fed's possible reaction. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial

EN

07:12

Markets Edition: Volatility is Back

Research @ Citi ·

2025/10/14

Beata Manthey, Head of European Equity Strategy, and David Groman, Senior Global Equity Strategist, discuss why they see volatility in store for the markets. Headwinds like the latest U.S.–China trade tensions and a slowing U.S. labor market are in a tug of war with tailwinds from expected Fed rate cuts and AI enthusiasm. Corporate earnings reporting kicks into gear this week, and with expectations high while valuations are stretched, how well companies deliver against those expectations is likely

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19:55

Episode 51: Are US Consumers Still Consuming?

Research @ Citi ·

2025/10/09

Are U.S. consumers still consuming? That's the central question at hand in our latest Research @ Citi podcast. North America Head of Research Anne Malone and U.S. Broadlines and Hardlines Retail Analyst Steven Zaccone discuss the state of the U.S. consumer, considering everything from tariff effects and the macro backdrop to how AI may change e-commerce. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or

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09:38

Markets Edition: The Bubble Playbook

Research @ Citi ·

2025/10/07

In the latest Research @ Citi Markets Edition podcast, Citi’s Global Head of Macro Strategy Dirk Willer and Adam Pickett, Global Quant Macro Strategy, address investors’ questions about whether equity markets are in a bubble. We think it is, and explain why, starting with how one defines a bubble. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information

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20:32

Episode 50: The Internet – Nothing's Going to be the...

Research @ Citi ·

2025/10/02

In the latest Research @ Citi podcast, North America Head of Equity Research Anne Malone sits down with Internet Analyst Ron Josey to discuss the potential effects of AI on the internet sector. Conversation topics included the ever-increasing pace of both innovation and disruption, how the internet user experience may change, and early signs of a return on investment. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic,

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12:16

Markets Edition: The AI Impact on U.S. Equities

Research @ Citi ·

2025/09/30

In the latest Research @ Citi Markets Edition podcast, Head of U.S. Equity Strategy Scott Chronert sits down with Drew Pettit, U.S. Equity Strategy, to look at AI’s impact on U.S. equities. They consider that in terms of three components: the stock market vs. the economy, AI in the market, and finally AI’s impact on the market. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This

EN

19:16

Episode 49: Back to School on Biotech

Research @ Citi ·

2025/09/25

Anne Malone, head of North America Equity Research, sits down with Geoff Meacham, U.S. pharma and biotech research analyst and head of healthcare research, for a conversation about forces shaping biotech. Topics discussed include the future of GLP-1s, how AI is (and isn't) reshaping biotech, and what the impact of tariffs may be. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This

EN

09:50

Markets Edition: Cutting Into a Soft Landing –...

Research @ Citi ·

2025/09/23

In the latest Research @ Citi Markets Edition podcast, Global Head of Macro Strategy Dirk Willer and Global Head of Quant Macro Strategy Alex Saunders discuss what the Fed’s rate cuts could mean for the U.S. economic outlook and various assets, how the labor market and tariffs could affect the economic picture, and the recent strength shown by Asian equities. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax

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20:22

Episode 48: Productivity & the AI Revolution

Research @ Citi ·

2025/09/18

Rob Rowe, U.S. Regional Director of Research, and Chief Economist Nathan Sheets discuss the findings of Citi’s recent Must C report on productivity and the AI revolution. Topics of discussion include the deployment of AI and its implications for productivity, what we can learn from previous technological adoptions, and if a critical mass of adoption is needed to drive productivity gains. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute

EN

131 results

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