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Juhi Dhawan

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The WellSaid PodcastThe WellSaid PodcastUS policy changes: Cutting through the chaosMacro Strategists Juhi Dhawan and Thomas Mucha break down the busy first half of 2025, discussing DOGE, tariffs, taxes, immigration, deregulation, and more.2:30 – Tariffs are a tax8:30 – Highs and lows of the new tax bill16:25 – Economic boosts in AI and deregulation?20:30 – Immigration policy and productivity23:05 – A wait-and-see Fed25:20 – Investment implications of a disruptive geopolitical landscape 2025-07-2230 minSustainable GraceSustainable Grace2024 Catholic Investor Symposium: US Productivity or Debt: Who Wins? KeynoteIn this keynote, Juhi Dhawan, Senior Managing Director, Partner and Macro Strategist at Wellington Management Company, discusses the optimism surrounding the US Economy's productivity trends as well as its debt. Highlights Face-off between productivity and debt Fed’s interest rate cut after four-and-a-half years Uneven U.S. economic expansion Election impact on U.S. economy Productivity trends and cost-cutting Immigration and its economic implications Importance of productivity in a tight labor market Long-term effects of AI adoption Industrial policy and U.S.–China relations Fiscal deficit concerns and election impact Risks of higher real interest rate...2024-11-1845 minThe WellSaid PodcastThe WellSaid PodcastTrump 2.0: US election market impactsIn the wake of the US election, macro strategists Juhi Dhawan and Michael Medeiros join host Thomas Mucha to discuss the market, policy, and geopolitical implications of Trump 2.0.In this episode:1:15 – Equity market: Potential winners and losers3:35 – Outlook for fixed income and bond yields5:00 – Fiscal policy implications6:30 – Deficits and the bond market7:30 – Immigration’s impact on growth and inflation10:15 – Tariffs and trade policy13:10 – Geopolitical risk15:30 – Fed policy in Trump 2.0 2024-11-0721 minThe WellSaid PodcastThe WellSaid PodcastHow labor scarcity will reshape financial marketsMacro strategists Juhi Dhawan and Nick Wylenzek join host Thomas Mucha to explore how automation, shifting demographics, the onshoring of manufacturing, and other macro and geopolitical dynamics are impacting labor markets across the globe.Key topics1:50 – Structurally tight labor markets4:35 – How labor scarcity impacts policy7:25 – Automation across sectors8:55 – Worker retraining and policy solutions11:55 – Strategic sectors14:15 – Demographics and the Chinese economy16:40 – European politics, immigration, and labor markets18:55 – US immigration policy21:25 – Long-term policy and investment implications 2023-08-2425 minThe FitMoney PodcastThe FitMoney PodcastBuilding Financially Fit Families with Juhi DhawanOn this episode, FitMoney Executive Director Jessica Pelletier meets with Juhi Dhawan, a Senior Managing Director and Global Macroanalyst at Wellington Management. Together, they discuss the concerns families may have as they watch global economics evolve, what those families should know about building financially fit futures for every member of the family, and Juhi’s experience as a woman in finance watching career opportunities grow for greater diversity in the financial world.Stay tuned to hear from authors, teachers, creators, entrepreneurs, and much more. And, as always, for more financial literacy resources, tools, guides, games, and everything in...2023-05-0321 minFilmy Calendar ShowFilmy Calendar ShowS2E51 | 21 August 1992 | Bol Radha BolIn this episode, host Satish Kaushik shares some interesting stories about the film Bol Radha Bol, starring Rishi Kapoor, Juhi Chawla, Kadar Khan, and Shakti Kapoor, and directed by David Dhawan. The famous song of this film Tu Tu Tu Tu Tu Tara was copied from a Tamil film. The title of this film was derived from Rishi's father Raj Kapoor's film Sangam. Tune in to know more! Learn more about your ad choices. Visit megaphone.fm/adchoices2023-04-2910 minFilmy Calendar ShowFilmy Calendar ShowS2E51 | 21 August 1992 | Bol Radha BolIn this episode, host Satish Kaushik shares some interesting stories about the film Bol Radha Bol, starring Rishi Kapoor, Juhi Chawla, Kadar Khan, and Shakti Kapoor, and directed by David Dhawan. The famous song of this film Tu Tu Tu Tu Tu Tara was copied from a Tamil film. The title of this film was derived from Rishi's father Raj Kapoor's film Sangam. Tune in to know more! Learn more about your ad choices. Visit megaphone.fm/adchoices2023-04-2910 minECON-versations with NABEECON-versations with NABEWomen's History Month Series: Perspectives on Economics Careers and the Pipeline | March 8, 2023On today’s podcast, we celebrate International Women’s Day by hearing from a panel of women economists in government and industry, in conversation with a NABE Scholar and University of Maryland student. Over the course of the hour, you will hear about their paths in the field of economics, their perspectives on how the pipeline can be improved, and other key topics. Kristen Broady, Senior Economist, Economic Adviser, and Director of the Economic Mobility Project, Federal Reserve Bank of Chicago Juhi Dhawan, Senior Managing Director, Global Macroanalyst, Wellington Management Kirti Gupta, VP, Econom...2023-03-0859 minThe WellSaid PodcastThe WellSaid PodcastFighting inflation amid geopolitical conflict, climate change, and recession riskMacro strategist Juhi Dhawan joins host Thomas Mucha to discuss her latest research on the Fed, inflation, and the key macro themes shaping today's markets.1:50 – Today’s inflation drivers3:00 – The Fed’s response5:10 – Inflation in Europe7:20 – Political implications9:55 – Recession risk12:00 – Key data to watch13:15 – China’s economy15:20 – The Inflation Reduction Act19:45 – Juhi's research process22:40 – Investment impacts of structural shifts26:20 – Defense and national security28:10 – Personal insights 2022-09-2132 minFilmy Calendar ShowFilmy Calendar Show10 October 1997 - Mr. and Mrs. KhiladiIn this episode, Satish Kaushik's Filmy Calendar pulls out some details about David Dhawan's legendary movie, Mr. and Mrs. Khiladi! This is a 1997 Indian romantic comedy film directed by David Dhawan, starring Akshay Kumar, Juhi Chawla, and the legendary Satish Kaushik. Did you know Mamta Kulkarni was the first choice for the film? Tune in to know some more exciting trivia for the show.2021-01-0108 minMovie Wala PodcastMovie Wala Podcast7: S2E7 - Swarg - Top 10 Family DramasSwarg - directed by David Dhawan, the film stars Rajesh Khanna, Govinda, Juhi Chawla and Madhavi in pivotal roles. This story is about Krishna played by Govinda who is a loyal house help and who is treated as family and when things take a turn for the worse, his loyalty is questioned. This was also an episode where Flo must have said " I have nothing to say about this movie" at least a million times ;)  You can listen and subscribe to our podcast on iTunes / Stitcher / TuneIn or on YouTube. You can also listen to this episode right here on t...2020-08-2733 minHindi Song ReviewHindi Song ReviewDua Karo Song Review - Street Dancer 3DDua Karo Song Review in Hindi from Street Dancer 3D. Singing by Bollywood famous Arijit Singh and rap singer Bohemiya. Hindi Lyrics of Dua KaroMovie: Street Dancer 3DStarring: Varun Dhawan, Shraddha Kapoor, Nora Fatehi and Prabhu DevaSingers: Arijit Singh, BohemiaLyrics: Priya SaraiyaMusic: Sachin-JigarLabel: T-Series2020-01-2702 minHindi Song ReviewHindi Song ReviewLagdi Lahore Di Song Review - Street Dancer 3DLagdi Lahore Di Song Review in Hindi from Street Dancer 3D:  Hindi Lyrics of Lagdi Lahore DiSingers: Guru Randhawa, Tulsi KumarLyrics: Guru RandhawaMusic: Sachin-Jigar, Guru RandhawaMovie: Street Dancer 3DStarring: Shraddha Kapoor, Varun Dhawan, Prabhu Deva, Nora FatehiLabel: T-Series2020-01-2602 minHindi Song ReviewHindi Song ReviewIllegal Weapon 2.0 - Street Dancer 3D | Hindi Song ReviewIllegal Weapon 2.0 Song Review in Hindi. Ye gaana Street Dancer 3D film ka hai jisme Varun Dhawan, Shraddha Kapoor, Nora fatehi aur Prabhu Deva sath me najar aa rahe hain. Hindi Lyrics of Illegal Weapon 2.0Singers: Jasmine Sandlas, Garry SandhuLyrics: Priya SaraiyaMusic: Tanishq BagchiMovie: Street Dancer 3DStarring: Varun Dhawan, Shraddha Kapoor, Nora Fatehi, Prabhu DevaLable: T-Series2020-01-2303 minHindi Song ReviewHindi Song ReviewGarmi - Street Dancer 3D | Hindi Song ReviewIs episode me ham Street Dancer 3D film ke Garmi song ka review kar rahe hain.  Hindi Lyrics of GarmiSong Title: GarmiSingers: Badshah & Neha KakkarLyrics/Music: Badshah Movie: Street DancerStarring: Shraddha Kapoor, Varun Dhawan, Nora Fatehi, Prabhu DevaLable: T-Series2020-01-2202 minThe Awful & Awesome Entertainment WrapThe Awful & Awesome Entertainment WrapEp 68- A Quiet Place, October, Beyonce & MoreThe Awful and Awesome is back this week to give you a dose of the latest pop cultural updates. Rajyasree and Abhinandan take you through three Hollywood trailers, two films (A Quiet Place and October), the National Awards and Beyonce’s performance at Coachella.Starting with ‘A Quiet Place’, the duo believed it wasn’t half as good as the trailer promised. Regardless, both Sen and Sekhri did appreciate the skill required to direct and act in a horror film with minimum dialogue. Abhinandan says, “I won’t say I hated it but when you take up such a difficult job, you hav...2019-03-0850 minKhabardaar PodcastKhabardaar Podcast#10 OctoberEpisode 10: Shoojit Sircar’s latest film October contemplates the journey of Dan (Varun Dhawan) as he comes to appreciate his life while facing his colleague Shiuli’s (Banita Sandhu) brush with death. A quick round of Geeton Ka Ghanchakkar considers Manmarziyan from Lootera (2013) and Manwa from October. Filmi Khabrein has a quick discussion of the upcoming Sanjay Dutt bio-pic Sanju, Vikramaditya Motwane’s new film Bhavesh Joshi and the reuniting of a popular Bollywood on-screen pair. In Bollywood Behes, the conversation centres on October as a reflective film. Aparita Bhandari and Baisakhi Roy debate whether Varun...2018-04-2552 minNL HaftaNL HaftaThe Awful and Awesome Entertainment Wrap Ep 68: A Quiet Place, October, Beyonce & moreThe Awful and Awesome is back this week to give you a dose of the latest pop cultural updates. Rajyasree and Abhinandan take you through three Hollywood trailers, two films (A Quiet Place and October), the National Awards and Beyonce’s performance at Coachella.Starting with ‘A Quiet Place’, the duo believed it wasn’t half as good as the trailer promised. Regardless, both Sen and Sekhri did appreciate the skill required to direct and act in a horror film with minimum dialogue. Abhinandan says, “I won’t say I hated it but when you take up such a difficult job, you have...2018-04-1700 minAll India BakchodAll India BakchodAIB Podcast : MAMI Special feat. David Dhawan, Rohan Sippy, Juhi Chaturvedi, Anuvab PalEdited by Love Upadhyay Sound Recording : Roshan Pathak Sound Mixing : Sanidhya Bohra2016-02-0132 min