Don’t Blame Market Turmoil On Machines: Salient’s Ben Hunt
Ben Hunt, Chief Investment Strategist for Salient Partners, on what is happening in the market, and relationship of inflation and interest rates.John Hultquist, Director of Intelligence Analysis for F...
21 Helmi 201827min
WalMart Is The Buy Of The Decade After Stock Plunge: Flickinger
Burt Flickinger, Managing Director at Strategic Resource Group, on Walmart earnings and outlook. Russ Koesterich, head of asset allocation for BlackRock Inc.’s global allocation team, on market outloo...
20 Helmi 201830min
Local Currency EM Debt Is A Good Play On Weaker Dollar: Stein
Eric Stein, Co-Director of Global Income at Eaton Vance, on the bond market, the yield curve and EM debt.Max Nisen, Bloomberg Gadfly health care columnist, on Blue Cross of Idaho offering insurance pl...
16 Helmi 201825min
Lack of Bids For EM High Yield Debt: Bloomberg's Sassower
Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on the lack of bids for emerging market debt. VolitionRX Group CEO Cameron Reynolds on developing a colon cancer test that could so...
15 Helmi 201833min
Time to Keep Reducing Risk, Particularly EM, Some Stocks: Tchir
Peter Tchir, Head of Macro Strategy at Academy Securities, on what CPI and retail sales signal for markets, and his current investment strategy. Walter Kemmsies, Economist and Chief Strategist of JLL’...
14 Helmi 201830min
Banks Are Still Reducing Energy Exposure: BlackGold’s Honari
Sharam Honari, partner at BlackGold Capital Management, on opportunities and outlook for energy credit. Katie Koch, Global Head of Fundamental Equity Client Portfolio Management at Goldman Sachs Asset...
13 Helmi 201827min
Extremely Low Odds For Infrastructure Bill Becoming Law: Dean
Nathan Dean, Senior Analyst: Financial Services Policy for Bloomberg Intelligence, on President Trump’s budget blueprint and infrastructure plan. Jason Schenker, President and Founder of Prestige Econ...
12 Helmi 201826min
Treasury ETFs See Big Inflows, Hot Money Is Spooked: Balchunas
Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, and Dave Wilson, Bloomberg stocks editor, on market drivers and ETF flows amid the sell-off. Nick Colas, Co-Founder of DataTrek Research ...
9 Helmi 201825min
