Getting Earnings Right with Deutsche Bank's Binky Chadha

In this episode of the Michelle Hussain Show, host Barry Ritholtz interviews Binky Chadha, Chief U.S. Strategist for Deutsche Bank Securities, discussing his career path from development economics at the IMF to becoming an equity strategist. Chadha shares insights on global economics, drawing from his experiences in Singapore and Bulgaria, and applies these lessons to asset allocation decisions for U.S. investors. The conversation covers the current economic cycle, the impact of fiscal stimulus, the role of housing, and the influence of interest rates on corporate behavior and market dynamics. Chadha also addresses the influence of tariffs, the labor market, and potential risks such as froth in AI and market concentration, while maintaining a constructive outlook on the U.S. market.