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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Tech, EM, and US Steel

Tech, EM, and US Steel

Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss China scaling back iPhone use, the latest Tesla headlines, and gives his 2024 outlook for tech. Brooke Sutherland, columnist wit...

18 Joulu 202336min

Introducing: Bloomberg News Now

Introducing: Bloomberg News Now

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.See omnystudio.com/listen...

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Bloomberg Hot Pursuit!: Porsche 911 S/T and Tesla Recall

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On this episode, Hannah and Matt talk about test-driving the new Porsche 911 S/T. Plus, they discuss the fallout from Tesla's autopilot recall. Also, listen for news on the Chinese auto empire that's ...

16 Joulu 202336min

Citi, Alphabet, and Munis

Citi, Alphabet, and Munis

Sally Bakewell, US Finance Team Lead with Bloomberg News, discusses Citigroup shutting down its once high-flying muni unit. Maria Pope, CEO at Portland General Electric (NYSE: POR), joins to discuss h...

15 Joulu 202336min

Powell Pivot, Inflation, and CRE

Powell Pivot, Inflation, and CRE

Ed Harrison, Senior Editor at Bloomberg News, joins to discuss the market risks of a Fed pivot. Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss his inflation call in the US, a...

14 Joulu 202340min

M&A, Weight Loss, and Tesla

M&A, Weight Loss, and Tesla

Ted Smith, co-founder at Union Square Advisors, joins to discuss expected M&A activity in 2024. Sam Fazeli, Head of Euro Research and Pharma Analyst at Bloomberg Intelligence, discusses Pfizer’s miss ...

13 Joulu 202337min

Choice Hotels, Alphabet, and Housing

Choice Hotels, Alphabet, and Housing

Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to break down Choice Hotels’ proposed hostile takeover of Wyndham. Gene Seroka, CEO of the Port of LA, joins to discuss the supply chain, ...

12 Joulu 202337min

Zelenskiy, Ohtani, and Hawaiian Airlines

Zelenskiy, Ohtani, and Hawaiian Airlines

Brad Jacobs, Executive Chairman of XPO Logistics (NYSE: XPO), joins to discuss returns to the show to reveal the industry and targets of his new investment venture. Wendy Schiller, Professor at Brown ...

11 Joulu 202337min

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