Global Outlook: Our CIOs on Modern Mercantilism, AI, and Managing Money Today

youtube
Global Outlook: Our CIOs on Modern Mercantilism, AI, and Managing Money Today In an excerpt from our Q4 CIO call, Karen Karniol-Tambour, Greg Jensen, and Bob Prince describe the new investment regime—defined by AI and modern mercantilism—and share how investors can build a resilient portfolio in the current environment. 00:00 Introduction 01:39 The Next Chapter of the New Regime: Mercantilism and AI Propel a "Misshapen" Expansion Toward Its Limits 07:53 The Next Chapter of the AI Boom 10:21 Investing Through the Current Environment Follow us on LinkedIn:
  2026/02/03      youtube
Xポスト

latest news

S&P 500 is trading at 'attractive entry point', says Barclay's U.S. equity strategy head

S&P 500 is trading at 'attractive entry point', says Barclay's U.S. eq

Venu Krishna, Barclays Managing Director...

  2026/03/31
President Trump signs executive order limiting mail-in voting — 3/31/2026

President Trump signs executive order limiting mail-in voting — 3/31/2

President Trump signs an executive order...

  2026/03/31
Options traders fading big moves in both directions, says Cboe's Mandy Xu

Options traders fading big moves in both directions, says Cboe's Mandy

Mandy Xu, Cboe, joins 'Closing Bell Over...

  2026/03/31
Nvidia Invests $2B in Marvell, Deepens Partnership | Bloomberg Tech 3/31/2026

Nvidia Invests $2B in Marvell, Deepens Partnership | Bloomberg Tech 3/

NVIDIA

Bloomberg’s Matt Miller takes a look at ...

  2026/03/31
Dynamic #pricing is rising—with #digital price tags shifting costs for #consumers at #retailers.

Dynamic #pricing is rising—with #digital price tags shifting costs for

小売り

----------------------------------------...

  2026/03/31
What To Expect From the Artemis II Launch

What To Expect From the Artemis II Launch

NASA says there's an 80% chance the Arte...

  2026/03/31
Rivian Electric Bike Spinoff Signs Deal with DoorDash

Rivian Electric Bike Spinoff Signs Deal with DoorDash

Electric bike startup Also, which spun o...

  2026/03/31
Which country is suffering the most from the oil crisis?

Which country is suffering the most from the oil crisis?

The number of people facing acute hunger...

  2026/03/31
Whoop’s Value Tops $10 Billion, Edges Closer to IPO

Whoop’s Value Tops $10 Billion, Edges Closer to IPO

Wearable company Whoop has topped a $10 ...

  2026/03/31
NASA’s Artemis II Nears Liftoff After Delays

NASA’s Artemis II Nears Liftoff After Delays

NASA prepares to send astronauts on a jo...

  2026/03/31
Drone Shipbuilder Saronic Raises $1.75 Billion

Drone Shipbuilder Saronic Raises $1.75 Billion

ドローン

Autonomous military boat startup Saronic...

  2026/03/31
Mercedes-Benz USA CEO: Auto market environment is 'a little tougher than we anticipated' this year

Mercedes-Benz USA CEO: Auto market environment is 'a little tougher th

Adam Chamberlain, CEO of Mercedes-Benz U...

  2026/03/31
Squawk Pod: Warren Buffett in Omaha - 03/31/26 | Audio Only

Squawk Pod: Warren Buffett in Omaha - 03/31/26 | Audio Only

In his first interview since stepping do...

  2026/03/31
Nvidia's web of AI investments

Nvidia's web of AI investments

NVIDIA

CNBC's Kristina Partsinevelos reports th...

  2026/03/31
Quantitative Screening Strategies for Equity Research

Quantitative Screening Strategies for Equity Research

Systematic screening for U.S. companies ...

  2026/03/31
Tesla Stock Analysis: Why the AI5 Chip is Elon Musk’s Make or Break Bet

Tesla Stock Analysis: Why the AI5 Chip is Elon Musk’s Make or Break Be

Tesla

Investing Group Leader James Foord explo...

  2026/03/31