The Short and Long
The Short and Long is a podcast from Citi Wealth's Chief Investment Office, hosted by Chief Investment Officer Kate Moore. Each episode brings together experts in markets, technology, and macroeconomics to offer clear, timely perspectives on the forces shaping the investment landscape. It is designed to help investors, business leaders, and anyone interested in the markets navigate complexity with confidence and clarity.
Episodes
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?
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
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.
Key discussions:
An evolving landscape: Cyberattacks have compressed from 27 days to 27 seconds. AI will accelerate that further.
Ha
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.
Key discussion points:
A shifting macro regime: Why the move from demand- to supply-driven dynamics may be leaving inve
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
