Time to Keep Reducing Risk, Particularly EM, Some Stocks: Tchir
Peter Tchir, Head of Macro Strategy at Academy Securities, on what CPI and retail sales signal for markets, and his current investment strategy. Walter Kemmsies, Economist and Chief Strategist of JLL’...
14 Helmi 201830min
Banks Are Still Reducing Energy Exposure: BlackGold’s Honari
Sharam Honari, partner at BlackGold Capital Management, on opportunities and outlook for energy credit. Katie Koch, Global Head of Fundamental Equity Client Portfolio Management at Goldman Sachs Asset...
13 Helmi 201827min
Extremely Low Odds For Infrastructure Bill Becoming Law: Dean
Nathan Dean, Senior Analyst: Financial Services Policy for Bloomberg Intelligence, on President Trump’s budget blueprint and infrastructure plan. Jason Schenker, President and Founder of Prestige Econ...
12 Helmi 201826min
Treasury ETFs See Big Inflows, Hot Money Is Spooked: Balchunas
Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, and Dave Wilson, Bloomberg stocks editor, on market drivers and ETF flows amid the sell-off. Nick Colas, Co-Founder of DataTrek Research ...
9 Helmi 201825min
Tesla Provides No Answers On Model 3 Production Issues: Denning
Liam Denning, Energy, Mining and Commodities columnist for Bloomberg Gadfly, on Tesla’s cash burn. Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor flows and curren...
8 Helmi 201830min
Western Asset Adding Junk Bonds, Local Currency EM: Buchanan
Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on his current outlook of the bond market, spreads, and where he is seeing opportunities. Alan Baum, auto analyst and Princi...
7 Helmi 201829min
Stock Drop Bears Markings of a Flash Crash: ISI’s DeBusschere
Dennis DeBusschere, Head of Portfolio Strategy at Evercore ISI, on why the market plunge had elements of a flash crash. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the...
6 Helmi 201826min
Bond Selloff Forces Funds to Reassess Strategy: FTN's Vogel
Jim Vogel, Interest Rate Strategist at FTN Financial, on what's happening in the bond market and outlook for interest rates.Joel Stern, Chairman and CEO of Stern Value Management, on current market ou...
5 Helmi 201827min
