Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy

Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy

Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now. Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, discusses why gold is plunging so much. Scott Mushkin, Managing Director of Consumer Research at Wolfe Research, on Home Depot earnings, and a preview of Walmart and Target. Christopher Balding, Bloomberg Opinion columnist, on China's economy, the trade war and what China really wants.

See omnystudio.com/listener for privacy information.

Jaksot(3340)

Crypto, Geopolitical Risks and Motorcycles

Crypto, Geopolitical Risks and Motorcycles

Nicholas Bohnsack, CEO of Strategas Asset Management, discusses markets and gives his eco outlook.  Matt Sigel, Head of Digital Asset Research at Van Eck Associates, joins us in studio to discuss mark...

24 Huhti 202345min

Earnings, Mergers, Buy American, and Formula 1

Earnings, Mergers, Buy American, and Formula 1

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for our weekly Friday wall street roundup. Nancy Tengler, CEO and CIO at Laffer Tengler Inve...

21 Huhti 202357min

Tesla, REITs, Regionals, and Markets

Tesla, REITs, Regionals, and Markets

Dan Ives, Senior Equity Analyst with WedBush Securities, joins to break down Tesla earnings, Elon Musk, Twitter, and other tech stories. David Auerbach, Managing Director at Armada ETF Advisors, discu...

20 Huhti 202344min

Netflix, UK CPI, Bank Earnings, and Fox News

Netflix, UK CPI, Bank Earnings, and Fox News

Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins to discuss Disney layoffs and Netflix earnings. David Mann, Franklin Templeton head of global ETF product and capital markets, j...

19 Huhti 202358min

Banks, ChatGPT, Apple, Fox News, and Cybersecurity

Banks, ChatGPT, Apple, Fox News, and Cybersecurity

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join to break down bank earnings. Matt Schettenhelm, Senior Litigation Analyst with Bloomberg Intelligence,...

18 Huhti 202355min

Merck, AI, Earnings, and First Republic

Merck, AI, Earnings, and First Republic

John Murphy, Pharmaceutical Analyst with Bloomberg Intelligence, joins to discuss the Merck-Prometheus Biosciences deal. Austin Graff, founder and CIO at Opal Capital, joins to discuss segments he lik...

17 Huhti 202356min

Bank Earnings, Retail Sales, Dollar Weakness, and Airlines

Bank Earnings, Retail Sales, Dollar Weakness, and Airlines

Sonali Basak, Bloomberg Wall Street Reporter, and Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join the show for the weekly Friday wall street roundup, ...

14 Huhti 202352min

Inflation, Regional Bank Earnings, Cannabis, & Nickel

Inflation, Regional Bank Earnings, Cannabis, & Nickel

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the program to break down the latest Fed Minutes. Phil Toews, CEO at Toews Asset Management, joins us in studio to talk ...

13 Huhti 202358min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
pomojen-suusta
rss-rahamania
ostan-asuntoja-podcast
rss-myyntikoulu
herrasmieshakkerit
rahapuhetta
salkunrakentaja-podi
juristipodi
rss-bisnesta-bebeja
rss-set-for-life-sijoita-ja-vaurastu
rss-draivi
taloudellinen-mielenrauha
lakicast
rss-lahtijat
rss-ammattipodcast
rss-merja-mahkan-rahat