Former Chief Investment Officer & Global Head of Investments, Citigroup
Search every verified David Bailin interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. David Bailin, Chief Investment Officer and Global Head of Investments at Citigroup, appeared on Bloomberg Radio on April 1, 2026, and in a July 17, 2026 interview. In the April appearance, he discussed cash yields for ultra-high-net-worth investors, stating that yields had dropped from 2.3% to 2.1% despite recent short-term rate increases. He noted that 9 to 11% of family office wealth is held in cash, which he said is not viewed as an asset class. Bailin also argued that the dollar was near a 20-year high and that it was a good time to re-enter international stocks and go short the dollar. He predicted inflation would remain near 3% for the next 12 to 18 months due to the oil situation, and said money market rates would stay attractive but not fall below 3%. He added that the best-case scenario for tariffs was a $170 billion negative impact on U.S. GDP, or three-quarters of one percent, this year and slightly less next year. In the July interview, Bailin argued that markets had overreacted to AI fears and that investors were overestimating earnings expectations while underestimating the long-term impact of AI. He said the build-out of data centers was about one-third complete, and that falling token prices would drive higher volumes of AI utilization in areas like robotics, logistics, and call centers. He identified hyperscalers and companies that use AI as beneficiaries, while warning that commodity hardware manufacturers facing falling prices carried the greatest risk. He also noted that private equity shares were beginning to recover and that health care, which had been under pressure for two years, was showing improvement.
David Bailin argues that investors are overestimating earnings expectations and underestimating the long-term impact of AI.Joining us now is David Bailin founder CIO Group. David good morning. Happy Friday. Thanks so much for joining us. We've had ...
“Geopolitics and their impact on the markets are greater right now than at any point in my professional life,” said Ian Bremmer, president of Eurasia Group and GZERO Media. In this episode of “Living Beyond Borders,” a special GZERO podcast series brought to you by Citi Private Bank, we’re looking at the current state of the global economy. Gas prices are skyrocketing, supply chain issues abound, and we’re facing a bear market that has sent stock prices tumbling. All of these issues are exacerbated by the still ongoing COVID-19 pandemic, Russia’s war in Ukraine, and a growing divide and dec…
"We are coming out of a period of uncertainty," says David Bailin, Chief Investment Officer at Citi Global Wealth. "We've all been thinking it would go much faster than it has, but in the event we get to a more normal economy in 2024, given how vastly impactful COVID was, I think that that's a pretty fast outcome." In the latest episode of Living Beyond Borders, a podcast produced in partnership between GZERO and Citi Global Wealth Investments, Bailin is joined by Eurasia Group President Ian Bremmer to discuss what's happened so far on the economic and political stage, and what we might loo…
David Bailin, CIO and head of investments at Citi Global Wealth, dives into the details of the firm’s 2024 outlook. -------- Follow Bloomberg for business news & analysis, up-to-the-minute market data, features, profiles and more: http://www.bloomberg.com Connect with us on... Twitter: / business Facebook: / bloombergbusiness Instagram: / bloombergbusiness
David Bailin, Citi Global Wealth CIO, joins 'Squawk Box' to discuss the latest Fed minutes release, the impact on markets, economic outlook, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Follow CNBC o…
David Bailin of Citigroup Private Bank says he's "back in love" with the 60-40 portfolio. He speaks on "Bloomberg Surveillance.
David Bailin, CIO at Citi Global Wealth Investments, joins BNN Bloomberg to discuss the S&P 500 entering a bull market. Bailin is ...
David Bailin, Citi Global Wealth CIO and global head of investments, and David Bahnsen, founder and CIO at the Bahnsen Group, join ‘The Exchange’ to discuss whether we are on the verge of a recession, what the recent job data suggests, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news wo…
David Bailin, chief investment officer at Citi Global Wealth Investments, discusses China's reopening, US markets and his outlook ...
Citi Global’s David Bailin and Societe Generale’s Subadra Rajappa join 'The Exchange' to discuss the Fed and markets. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the d…
As we deal with market turbulence, investors may wish to consider dividend stocks and quality fixed income exposure to build portfolio resilience. Citi Global Wealth CIO David Bailin and Chief Investment Strategist Steven Wieting explain why such tactical moves may be merited in our latest CIO strategy webcast. https://on.citi/3PLeMbt Citi Private Bank is dedicated to helping exceptional individuals and their families protect and grow their wealth. Discover what we do: http://citi.us/3s1i1ku Follow us on LinkedIn: https://bit.ly/3u7wkqh Follow us on Instagram: https://bit.ly/3kKtce6
“We have a real problem with inflation. You know, inflation was roughly at 2 and 1/2%. I think that the oil situation for will for the next 12 to 18 months keep inflation closer to three.”
“We've calculated that it's about a $170 billion of impact, 3/4 of 1% of GDP negative for the US this year and slightly next less next year. And the problem with that is that that's the best-case scenario.”
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