All episodes of Masters in Business

Masters in Business · 2025-11-14 · 80 min · 13,213 words

Getting Earnings Right with Deutsche Bank's Binky Chadha

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AI is entering its most consequential phase where scale, safety and sovereignty will determine who leads and who lags. Join Bloomberg Tech in London on November 2nd and 3rd as global leaders across business, finance and policy examine the defining trade-offs shaping the future of AI. Thank you to our presenting sponsor Salesforce and supporting sponsors IDA Ireland and Schneider Electric. Learn more at BloombergLive.com slash Tech London. Bloomberg Audio Studios podcasts radio news.

This is Masters in Business with Barry Rittholz on Bloomberg Radio. I'm Barry Rithholz on the latest Masters in Business podcast, another banger. I have Binky Chada, he's chief U.S. strategist for Deutsche Bank Securities. Fascinating career and approach to looking at markets.

He's an economist, but essentially operates as a market strategist. He's been fairly constructive where he's supposed to be, started the year 2025 with the 7,000 target on the SP 500, brings in a lot of different factors. that makes his work so interesting at Deutsche Bank Securities, not just economics, but FX, equities, global perspective, focused on US equities. I thought this conversation was absolutely fascinating. And I think you will also, with no further ado, my interview of Deutsche Bank Securities, Binky Chada.

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