Trade Uncertainty Means Volatility Is Here to Stay: Clay Lowery

Trade Uncertainty Means Volatility Is Here to Stay: Clay Lowery

Clay Lowery, Managing Director at Rock Creek Global Advisors and former Assistant Secretary for International Affairs at the US Treasury Department, on tariffs, and the US considering an emergency CFIUS law to curb China takeovers. Brian Kleinhanzl, Equity research analyst at Keefe, Bruyette & Woods, discusses why Goldman's transition to be more "bank-like" may fail. Hugh Son, Bloomberg finance reporter, on the Wall Street battle between man and machine, and highlights from Jamie Dimon's annual letter to shareholders. Cole Smead, Managing Director and Portfolio Manager at Smead Capital Management, on markets and how passive vehicles don't help investors during bear markets.

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Not Confident on the U.S. Recovery or Dollar: BBH's Thin

Not Confident on the U.S. Recovery or Dollar: BBH's Thin

Dr. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on the dollar and emerging markets. Chris Lu, Former Deputy Secretary of Labor under Obama and Senior Fellow at the Universit...

21 Elo 202028min

The Value Gap To Growth Is About To Close: Federated's Orlando

The Value Gap To Growth Is About To Close: Federated's Orlando

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on equity markets and his current investment strategy. Ataman Ozyildirim, Senior Director, Eco...

20 Elo 202028min

Krispy Kreme CEO: U.S. Top-Line Up Double Digits Thru Pandemic

Krispy Kreme CEO: U.S. Top-Line Up Double Digits Thru Pandemic

Mike Tattersfield, President and CEO of Krispy Kreme Doughnuts, discusses performance during the pandemic, and opening its global flagship shop in Times Square. Wendy Schiller, Chair of Political Scie...

19 Elo 202029min

Market Is Ripe For A Near-Term Pullback: Miller Tabak's Maley

Market Is Ripe For A Near-Term Pullback: Miller Tabak's Maley

Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, and Founder of TheMaleyReport, on what's driving equity markets, and how markets view the election. Sarah Halzack, Bloomberg Opinion con...

18 Elo 202029min

Trump Is Derailing, Perverting the Mission of the USPS: O'Brien

Trump Is Derailing, Perverting the Mission of the USPS: O'Brien

Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on Trump's attacks to derail the U.S. Post Office. Nick Colas, co-Founder of DataTrek Research, on what's driving equity markets, and risks fro...

17 Elo 202027min

US-China Relations Are The Worst I've Ever Seen: Stephen Orlins

US-China Relations Are The Worst I've Ever Seen: Stephen Orlins

Stephen Orlins, President of the National Committee on U.S.-China Relations and former head of Carlyle Asia and Lehman Brothers Asia, discusses the current state of U.S.-China relations. Craig Johnson...

15 Elo 202027min

Apple Makes the Right Move at the Right Time: Wedbush's Ives

Apple Makes the Right Move at the Right Time: Wedbush's Ives

Dan Ives, Equity Analyst at Wedbush Securities, on Apple's new bundling service, and Uber warning it may shut down its app in California. Niall Ferguson, Senior Fellow at Hoover Institution and a Bloo...

13 Elo 202026min

Big 10 Defies Money, Politics to Protect Athletes: Nocera

Big 10 Defies Money, Politics to Protect Athletes: Nocera

Joe Nocera, Bloomberg Opinion columnist, on his column: "Big 10 Defies Money and Politics to Protect Athletes." Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on...

12 Elo 202027min

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