Dear Clients, On August 6, 2026, I joined BNN Bloomberg to discuss July’s market volatility, why we believe the long-term AI investment thesis remains intact despite the recent correction, and…
AI, Market Volatility & Ideas on Our Radar
Category: The Big Picture
Nadeem Kassam on BNN Bloomberg’s The Street – July 2nd
Dear Valued Clients, I hope this message finds you well. On July 2, 2026, I joined the team on BNN Bloomberg’s The Street segment to discuss recent market developments, shifting investor…
BNN Bloomberg Appearance: Key Market Insights on Earnings, Inflation & Positioning
On May 19, 2026, Nadeem Kassam, Chief Investment Strategist and Portfolio Manager, joined Roger Petersen on BNN Bloomberg’s The Street segment for a full hour as co host, where he discussed…
Nadeem Kassam on BNN Bloomberg’s The Street
Dear Valued Clients, I hope this message finds you well. Last Thursday, April 16, 2026, I had the pleasure of appearing on BNN Bloomberg’s The Street for the full hour as a cohost…
Every Storm Runs Out of Rain
Heading into 2026, the setup for investors was, by most measures, encouraging. Global real GDP was expected to grow by roughly 3.0%, corporate earnings were rising and broadening across sectors and…
Nadeem Kassam on BNN Bloomberg Market Call – Bull Market Outlook & Top Picks
It was a great opportunity to join the BNN Bloomberg Market Call team on Friday, February 13, 2026, sharing my latest views on North American equities. Amid ongoing market debates,…