Webinar Agenda & Timestamps
05:10 — 2026 H2 Macro Landscape
Michael Normyle, U.S. Economist and Senior Director at Nasdaq, provides an overview of the macroeconomic outlook for the second half of 2026.
19:35 — Technology Stocks, AI, Gold, Oil & Defensive Sectors
Erik Norland, Managing Director and Chief Economist at CME Group, shares insights on key market themes, including technology stocks, AI, gold, oil, and defensive sectors.
38:35 — Cross-Asset Allocation Strategies for GCC Investors
Mohammed Alotaibi, Head of Dealing at Sahm Capital, discusses cross-asset allocation for GCC investors, covering U.S. dollar assets, commodities, and defensive investment strategies.
51:30 — Curated Q&A Session
A moderated Q&A session featuring selected Sahm user questions and expert responses.