Ellen Zentner
The Navigator
Judgement in the fog, money, risk and the call others cannot make.
Ellen Zentner reads as The Navigator because she works in coordinates, not forecasts. Her craft is triangulation, locating where the economy actually stands against where markets assume it to be, then plotting the divergence.
“Yes, and it starts off that sort of vicious cycle. And so this is at the heart of why you need independent monetary policymaking, because if the market believes that the Fed might keep rates easier than the economy would otherwise dictate, then is that going to again lead to something like runaway inflation?”
“So, in the first administration, you know, we were like, okay, we've got his number. We've got his number. He takes the stock market as the single best indicator of his approval rating. And so if the stock market pukes, if it's a huge sell-off, he's going to listen.”
“Contacts. And so I really think that's where, and certainly that's where I was like, okay, maybe I should keep up with people through LinkedIn. But I'll tell you that I have learned how to train those algorithms. So with Instagram, which I have sent since dropped altogether.”
“But isn't it also scary how books can be written that long ago and then here we are talking about humanoids and robotics? Because another, I have to say, piggybacking off of this idea of robotics and humanoids, 2013. Have you seen the movie Robot and Frank? Robot and Frank. Frank Langella was in it.”
Masters in Business: “Tariffs, The Fed, and Macro Focus with Morgan Stanley’s Ellen Zentner”
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