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.

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We're Arming The Rebels Of Amazon: Shopify COO

We're Arming The Rebels Of Amazon: Shopify COO

Harley Finkelstein, Chief Operating Officer at Shopify, on earnings and outlook. Tuna Amobi, Industry Analyst at CFRA Research, discusses downgrading the view on several major casino and cruise line n...

13 Helmi 202025min

Why Bernie Sanders May Be Best For Stock Market: Kaissar

Why Bernie Sanders May Be Best For Stock Market: Kaissar

Nir Kaissar, Founder of Unison Advisors and Bloomberg Opinion columnist, on why Bernie Sanders would be the best candidate for the U.S. stock market. Paul Brain, Head of Fixed Income for Newton Invest...

12 Helmi 202024min

Apple's Low-Cost iPhone Rollout At Risk From Virus

Apple's Low-Cost iPhone Rollout At Risk From Virus

John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on the "coronavirus nightmare" for Apple and global electronics. Scott Clemons, Chief Investment Strategist at Brow...

10 Helmi 202029min

The World Isn’t Ready For The Next Global Virus Outbreak (Podcast)

The World Isn’t Ready For The Next Global Virus Outbreak (Podcast)

Robert Langreth, Bloomberg health care reporter, on Man vs. Microbe. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on Credit Suisse ousting CEO Thiam in a boardroom clash. Tom Gimbel, CEO of ...

7 Helmi 202028min

Coronavirus Won't Be The Thing To Cause A Recession

Coronavirus Won't Be The Thing To Cause A Recession

Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on what's driving markets. Ramesh Ponnuru, Senior Editor at the National Review and a Bloomberg Opinion columnist...

6 Helmi 202027min

The Chemicals in America's Drinking Water Are A Crisis

The Chemicals in America's Drinking Water Are A Crisis

Author and activist Seth Siegel discusses his latest book, "Troubled Water: What's Wrong with What We Drink," and how utility consolidation may solve the drinking water crisis. Eric Balchunas, Senior ...

6 Helmi 202022min

At Peak Of Streaming Wars in 2020: LUMA's Kawaja

At Peak Of Streaming Wars in 2020: LUMA's Kawaja

Terence Kawaja, Founder & CEO, LUMA Partners Investment Banking, on the streaming wars. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on credit markets and his current investmen...

4 Helmi 202028min

China Sell-Off Is Buying Opportunity: KraneShares CIO

China Sell-Off Is Buying Opportunity: KraneShares CIO

Brendan Ahern, Chief Investment Officer at Kraneshares, on China markets sinking and whether it's a buying opportunity. Rania Sedhom, Managing Partner of Sedhom Law Group, on how luxury goods are impa...

3 Helmi 202024min

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