Nasdaq outdoor terrace for those who want fresh air during Macro Summit

T-30 Minutes until #MacroSummit2025. See you soon!

🌟Nasdaq proudly welcomes Astoria Advisors for our #MacroSummit2025 !! 🌟

Welcome to #MacroSummit2025

Coffee art

Will be here today! Come say hello. Also follow John for macro and investing insights from a true veteran of the business.

Our first speaker panel is up! Mary Ann Bartels (Mary Ann Bartels ), Neil Dutta, Jim Bianco (Jim Bianco) are discussing the US Macro Outlook—everything about the Fed Dual mandate and liquidity squeezing from regional banks. Super great insights from all!

Moderating a panel today at the John Davi macro summit. I will be with Michael Green & Dave Abner discussing "Are Passive Flows Distorting Markets?" What questions would you like answered? What data points would you like discussed?

Next up- Jeffrey Sherman from DoubleLine Capital discussing Bond Outlook

Thanks for having us!

Now we welcome Neil Azous, Bryan Novak, Nancy Davis, and Alexander Morris to discuss Fixed Income Portfolio Construction 🌟

Thank you to Thomas Smykowski (BTIG Research), Jeff Chang (Vest), Wes Matthews (NEOS Investments), and Will Rhind (GraniteShares ETFs) for a fruitful discussion on income strategies for modern portfolios.

A surprisingly entertaining panel on Fixed Income Portfolio Construction led by Rareview Capital Neil Azous and featuring Nancy Davis at John Davi Macro Summit #AAMacroSummit25

Networking Lunch happening now!

Post lunch break, Shana Orczyk Sissel "Queen of Alternatives" (Banríon Capital Management), Corey Hoffstein 🏴‍☠️ (Newfound Research), and Christopher Ward (Bridgewater Associates) start us off strong with a discussion on smart leverage.

Dr. David Kelly, CFA, J.P. Morgan is here to discuss long term and near term views on the markets and ETFs. Tortoise and Hare on the Markets, love it!!!

Jon Mair (JonDMaier), Teddy Fusaro (Teddy Fusaro), Paul Baiocchi, Jeremy Schwartz (Jeremy Schwartz) are discussing beyond equities into the allocation of crypto and real assets. Enjoyed hearing their insights!

Dan Skelly, Managing Director & Head of Market Research and Strategy at Morgan Stanley and Michael Arone, CFA, of State Street SPDR ETFs are talking about asset allocation!

Gallagher Steakhouse to close out the very successful Macro Summit. Nice to see Joe D on the wall.