Bank Stocks Haven't Priced In Credit Disappointments (Podcast)

Bank Stocks Haven't Priced In Credit Disappointments (Podcast)

Charles Peabody, President of Portales Partners LLC, on bank earnings and outlook. Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on why Theresa May is a dead woman walking. George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on China's economic outlook and how this plays into trade negotiations. Drew Armstrong, U.S. Healthcare team leader for Bloomberg, on Walmart leaving CVS's pharmacy network.

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Retail Sales, Inflation, And Solar Energy

Retail Sales, Inflation, And Solar Energy

David Riley, Chief Investment Strategist at BlueBay Asset Management, discusses the markets, inflation, and gives his market outlook for 2022. JJ Kinahan, Chief Market Strategist at TD Ameritrade, joi...

14 Tammi 202223min

The Markets And Economy Amid Rising Inflation

The Markets And Economy Amid Rising Inflation

Robert Rosener, Executive Director and Senior US Economist at Morgan Stanley, joins the show to discuss markets, inflation, the Fed, and gives his economic outlook for 2022. Tammy Haygood, financial a...

13 Tammi 202225min

Markets, 5G, And Supply Chain Bottlenecks

Markets, 5G, And Supply Chain Bottlenecks

Dave Ellison, Portfolio Manager of the Hennessy Large and Small Cap Financial Funds, gives his 2022 economic outlook amid inflation. Alex Chaloff, co-Head of Investment Strategies at Bernstein Private...

12 Tammi 202224min

The Supply Chain, Semiconductors, And Real Estate

The Supply Chain, Semiconductors, And Real Estate

Sampath Sowmyanarayan, Chief Revenue Officer at Verizon, discusses the supply chain, 5G, and helping lead Verizon through pandemic. Nakul Duggal, Senior Vice President and General Manager of Automotiv...

10 Tammi 202224min

Jobs Day, Labor, And Real Estate Investment

Jobs Day, Labor, And Real Estate Investment

Dana Peterson, Chief Economist & Center Leader of Economy, Strategy, and Finance at The Conference Board, discusses the jobs report. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about labor...

7 Tammi 202228min

Corporate Political Activity And Markets In 2022

Corporate Political Activity And Markets In 2022

Phil Palumbo, CEO, CIO, and founder of Palumbo Wealth Management, discusses investing and gives his market outlook for 2022. Katie Nixon, CIO of Northern Trust Wealth Management, discusses markets, in...

6 Tammi 202226min

Outlook For COVID-19, Taxes, Energy, And Real Estate

Outlook For COVID-19, Taxes, Energy, And Real Estate

Dr. Syra Madad, Infectious Disease Epidemiologist at Harvard’s Belfer Center for Science and International Affairs and the NYC Hospital System, talks about the CDC’s latest isolation guidance for peop...

5 Tammi 202227min

Markets, Supply Chain, And Remote Work In 2022

Markets, Supply Chain, And Remote Work In 2022

Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and investing in the New Year. Tim Fiore, the Chairman of the Institute of Supply Management (ISM) Business S...

4 Tammi 202221min

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