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The Short and Long

Citi

The Short and Long is Citi Wealth's Chief Investment Office flagship podcast series. Hosted by Chief Investment Officer Kate Moore, each episode brings together professionals across markets, technology, and macroeconomics to deliver clear, timely perspectives on the forces shaping the investment landscape. Whether you are an investor, a business leader, or simply looking to better understand the markets, The Short and Long is our guide designed to help you navigate complexity with confidence and clarity.

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  • 4 episodes
  • Avg 18 min
  • English

Episodes 4

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  • September 24 · 19 min· Video

    Semiconductors: Navigating the AI Supercycle

    In episode four of Citi Wealth's The Short and Long, Chief Investment Officer Kate Moore asks the question that's dividing markets right now: does the semiconductor trade still have runway? <P> Her guests — Adam Parker, founder of Trivariate Research and a former semiconductor analyst, and Ankur Crawford, portfolio manager at Alger and a former Intel engineer with a PhD in materials science — make a confident, data-driven case that it does. <P> Key discussion points include: <P> Why we may be on

  • July 20 · 19 min· Video

    AI, Quantum and Cybersecurity: From Breach to Resilience

    Kate Moore welcomes Fatima Boolani, Co-Head US Software Equity Research, Citi Research, and Anneka Gupta, Chief Product Officer at Rubrik, to debate one of the most important risks facing investors today: cyberattacks and what AI means for security and portfolios. <P> Key discussions: <P> An evolving landscape: Cyberattacks have compressed from 27 days to 27 seconds. AI will accelerate that further. <P> Hackers aren't breaking in, they're logging in: Why human fallibility is the most common entr

  • June 4 · 16 min· Video

    A New Environment? Investing in an Age of Geopolitical & Macro Shock

    Kate Moore welcomes Eric Van Nostrand, CIO of Lazard Asset Management and former Acting Assistant Secretary of the Treasury for Economic Policy, and Conrad Dequadros, Head of Economics at Citi Wealth's Chief Investment Office, to debate the forces shaping global markets in 2H25. <P> Key discussion points: A shifting macro regime: Why the move from demand- to supply-driven dynamics may be leaving investors anchored to the wrong playbook. <P> Inflation and the Fed: Why the path back to 2% will be

  • April 16 · 18 min· Video

    AI Through an Investor's Lens: Looking Beyond the Hype

    In the inaugural podcast episode of Citi Wealth's "The Short and Long," Chief Investment Officer Kate Moore brings together two industry professionals to examine how artificial intelligence is reshaping markets She welcomes: Heath Terry, Global Sector Head of Technology and Communications Research at Citi Research, and Jordi Visser, Head of AI Macro Nexus Research for 22V for a focused discussion on what comes next. <P> Key discussion points include: The unprecedented pace of AI: The group debat

Showing 1–4 of 4 episodes