Bond Selloff Leading the Rotation on Equity Front

Bond Selloff Leading the Rotation on Equity Front

Anwiti Bahuguna, Senior Portfolio Manager and Head of Multi-Asset Strategy for Columbia Threadneedle Investments, on the current investment outlook and the US-China trade saga, Ken Fisher, Founder and Executive Chairman of Fisher Investments, on the shift from momentum to value stocks, Sarah Sayed, Bloomberg News Reporter, on Hong Kong Exchanges unexpected bid for the London Stock Exchange, and Michael Tannenbaum, CFO of Brex, on the challenges Fintech startups face as they scale. Hosted by Lisa Abramowicz and Paul Sweeney.

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Why Stocks Are Rising While Economy Crashes: Paul Krugman

Why Stocks Are Rising While Economy Crashes: Paul Krugman

Nobel Laureate economist Paul Krugman discusses his column on the disconnect between markets and the economy: "Crashing Economy, Rising Stocks: What’s Going On?" Terry Kawaja, CEO and Founder of LUMA ...

6 Touko 202029min

JPM's Kelly: Expect Another Wave Down In Stock Market

JPM's Kelly: Expect Another Wave Down In Stock Market

David Kelly, Chief Global Strategist for J.P. Morgan Asset Management, on when the economy will return, and his current investment strategy. Sonali Basak, Bloomberg Wall Street correspondent, on her i...

5 Touko 202026min

China Can't Recover Economy Until Rest Of World Recovers

China Can't Recover Economy Until Rest Of World Recovers

Leland Miller, CEO of China Beige Book International, discusses their April 2020 special survey gauging the state of China’s economic recovery. Tara Lachapelle, Bloomberg Opinion media and deals colum...

4 Touko 202022min

The Fed Should Go Negative: Former Fed President Kocherlakota

The Fed Should Go Negative: Former Fed President Kocherlakota

Narayana Kocherlakota, former Minneapolis Fed President, Professor of Economics at the University of Rochester, and a Bloomberg Opinion columnist, on why the Fed should go negative. Dan Ives, Equity A...

1 Touko 202026min

This Market Looks A Lot Like Q2 2008: JPM's Bob Michele

This Market Looks A Lot Like Q2 2008: JPM's Bob Michele

Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC) group, on the Fed stepping into corporate markets. Nathan Sheets, Chief Economist for PGIM Fix...

30 Huhti 202029min

Gilead Virus Treatment Is Promising But No Silver Bullet Yet

Gilead Virus Treatment Is Promising But No Silver Bullet Yet

Sam Fazeli, Director of Research: EMEA for Bloomberg Intelligence, on Gilead's positive trial for a potential coronavirus treatment. Lisa Shalett, Chief Investment Officer: Wealth Management for Morga...

29 Huhti 202028min

Despite All the Noise, PPE Is Only 1% of 3M's Bottom Line

Despite All the Noise, PPE Is Only 1% of 3M's Bottom Line

Karen Ubelhart, Senior Industrials analyst for Bloomberg Intelligence, on 3M and Caterpillar earnings. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on why the o...

28 Huhti 202033min

Trump Threatens Post Office As Way To Settle Amazon Score

Trump Threatens Post Office As Way To Settle Amazon Score

Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column, "Trump Views Post Office as Way to Settle Scores." Nick Bloom, Economics Professor at Stanford, and senior fellow at the Stanfor...

27 Huhti 202023min

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