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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Oil Price Could Revisit 1986 Low of $9.75: Stephen Schork

Oil Price Could Revisit 1986 Low of $9.75: Stephen Schork

Stephen Schork, President of the Schork Group, discusses why U.S. oil exports may be done for. Cole Smead, President and Portfolio Manager at Smead Capital Management, on seeing one of the greatest st...

2 Huhti 202030min

Western Asset Sifting For Opportunities Amid Credit Rubble

Western Asset Sifting For Opportunities Amid Credit Rubble

Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on opportunities in fixed income. Peter Kenny, Founder of Strategic Board Solutions, on why markets will come back. Bess Fre...

1 Huhti 202029min

U.S. Recovery Not Likely Until End of Q3: Bart Van Ark

U.S. Recovery Not Likely Until End of Q3: Bart Van Ark

Bart Van Ark, Chief Economist at the Conference Board, on consumer confidence and an update to their U.S. economic forecast for 2020. Julian Lee, Bloomberg oil strategist and Opinion columnist, on oil...

31 Maalis 202026min

Commercial Real Estate Set Up For 'Profound' Recovery: MMI CEO

Commercial Real Estate Set Up For 'Profound' Recovery: MMI CEO

Hessam Nadji, CEO of Marcus and Millichap (NYSE:MMI), on what's happening to commercial real estate as the coronavirus shuts down businesses, retailers and hotels. Ellen Wald, President of Transversal...

30 Maalis 202026min

Casual Dining Chains Could Lose 75% of Sales: BI's Halen

Casual Dining Chains Could Lose 75% of Sales: BI's Halen

Michael Halen, Senior Restaurant analyst for Bloomberg Intelligence, on the Covid-19 outlook for North America restaurants. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Inte...

26 Maalis 202026min

Structural Changes To Society Will Reshape Post-Virus Economy

Structural Changes To Society Will Reshape Post-Virus Economy

Frances Donald, Managing Director, Chief Economist & Head of Macro Strategy at Manulife Investment Management, on her prognosis for the economy. Dr. Leana Wen, emergency physician, public health profe...

25 Maalis 202028min

Fed Balance Sheet Will Be At $9 Trillion Next Year: BI's Jersey

Fed Balance Sheet Will Be At $9 Trillion Next Year: BI's Jersey

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the new Fed facilities, and the Fed balance sheet. Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, o...

24 Maalis 202029min

American Consumers Weakening Even Before Virus: DB's Slok

American Consumers Weakening Even Before Virus: DB's Slok

Torsten Slok, Deutsche Bank Chief Economist, on the severe recession to come. Michael McKee, International Economics & Policy Correspondent for Bloomberg, on the Fed signalling unlimited QE for compan...

23 Maalis 202025min

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