$11 Billion EM Investor Is Sticking With Brazil Despite Strike

$11 Billion EM Investor Is Sticking With Brazil Despite Strike

Paul McNamara, Investment Director for emerging markets at GAM UK Ltd., discusses how the strike by Brazilian truck drivers is impacting global commodity markets. Fernando Napolitano, President and CEO of the Italian Business & Investment Initiative, discusses Italy’s governmental politics and the impact it’s having on the country's business community. Betsey Stevenson, Former Chief Economist at the US Department of Labor and Associate Professor of Public Policy at the University of Michigan, on why childhood education & high quality childcare should be a priority over free college. Lananh Nguyen, FX reporter for Bloomberg, on persisting misbehavior in the $5.1 trillion-a-day FX market.

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Eaton Vance Sees Buying Opportunities in HY, IG Credit

Eaton Vance Sees Buying Opportunities in HY, IG Credit

Henry Peabody, Vice President and portfolio manager for Eaton Vance, on opportunities and risks in the credit markets. Michael Hirson, Director: Asia for Eurasia Group, on China economic data, and out...

31 Joulu 201829min

This One Weird Number Explains Everything: DataTrek's Colas

This One Weird Number Explains Everything: DataTrek's Colas

Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on what's behind the volatile trading week and why the market hasn't yield the long-term results that investors expected. D...

28 Joulu 201827min

Don't Turn Your Back On Energy Stocks At These Prices

Don't Turn Your Back On Energy Stocks At These Prices

Stephen Guilfoyle, Founder and President of Sarge986 LLC, on what’s driving stock market fluctuations, and why he's buying energy. Atish Davda, CEO of EquityZen, discusses his 2019 IPO outlook, includ...

27 Joulu 201831min

I Don't See A Recession In 2019: Cumberland's Kotok

I Don't See A Recession In 2019: Cumberland's Kotok

David Kotok Chairman & Chief Investment Officer of Cumberland Advisors, on markets, why munis are a buy, and outlook for bonds and markets.  Marty Schenker, Chief Content Officer for Bloomberg, on the...

26 Joulu 201833min

Fed Will Struggle to Cut Balance Sheet to $3 Trillion (Podcast)

Fed Will Struggle to Cut Balance Sheet to $3 Trillion (Podcast)

Nathan Sheets, Chief Economist and Head of Global Macroeconomic Research for PGIM Fixed Income, on the Fed, the balance sheet, and the global economy. Rob Lefferts, Microsoft’s Corporate Vice Presiden...

20 Joulu 201832min

China Intellectual Property Poses Biggest Thorn For U.S. (Podcast)

China Intellectual Property Poses Biggest Thorn For U.S. (Podcast)

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the biggest issue the U.S. has with China.  John Kilduff, Founding Partner of Again Capital, on where oil pri...

19 Joulu 201824min

Banks Poised to Suffer Losses On Buyout Loans: Peabody (Podcast)

Banks Poised to Suffer Losses On Buyout Loans: Peabody (Podcast)

Charles Peabody, President of Portales Partners LLC, on the outlook for banks: have they seen the bottom or is there more pain to come?  Alberto Gallo, Partner and Portfolio Manager for the Algebris M...

19 Joulu 201828min

It's Premature To Start Celebrating the Death of Obamacare (Podcast)

It's Premature To Start Celebrating the Death of Obamacare (Podcast)

Max Nisen, Bloomberg Opinion health care columnist, discusses his column, "Celebration of Obamacare’s Death Is Again Premature."  Alex Spinelli, former head of Amazon’s Alexa, discusses his new AI cre...

17 Joulu 201831min

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