Jun 5, 2025
Today’s guest is Alejandra Grindal. Alejandra serves as the Chief Economist for Ned Davis Research. Based in Florida and a graduate (undergraduate and Master’s) of Florida State University, we were pleased to host a true Floridian for this episode. We recently hosted Alejandra for our Annual Dinner for CFA Society Orlando and did such a great job, we wanted to have her on the podcast. She joined Ned Davis in 2006 and has been quoted in national media, including Barron’s, WSJ, CNBC, and TIME, and is a guest on CNBC, and Bloomberg TV. Prior to Ned Davis, she served as a full-time Professor and also worked in British Parliament as a research assistant.
Founded in 1980, Ned Davis Research is an independent investment
research firm, offering a variety of research products and services
to institutional clients globally. They emphasize a data-driven
approach, using models, charts, indicators and a
“weight-of-the-evidence” methodology to help clients make informed
decisions (Gemini created summary).
In this episode, we discuss Alejandra’s career as she has been on
the economics track at an early age and is practically a lifer at
Ned Davis Research, which is rare these days. We discuss all things
tariff related, along with her take on current economic data, the
risk of stagflation and how investors should best position their
portfolios.
Today's hosts are Steve Curley, CFA
(Co-Managing Principal, 55 North Private Wealth)
& co-host Christina
Shaffer, CFA (Director of Fixed Income, AllGen Financial)
Please enjoy the episode. You can follow us on Twitter & LinkedIn
or at investorsfirstpodcast.com
Show Notes:
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