Good & Bad News: The Economy is Strong, Ward Says
Howard Ward, Gabelli Funds CIO of Growth Equities, says he's not sure if this is a market rally that can be trusted. Terry Haines, Evercore ISI Head of US Policy & Political Analysis, says Pres. Trump...
15 Helmi 201837min
Understand What You're Investing In, Rhodes Says
John Ryding, Founder of RDQ Economics, thinks the stimulus we're getting is pretty unprecedented. Gideon Rose, Foreign Affairs Magazine Editor, says we're getting a global lesson in comparative politi...
14 Helmi 201829min
We're Concerned About Fixed Income, Cohen Says
Harm Bandholz, Unicredit Chief U.S. Economist, says we've just hit a new record high in terms of deficit. Stan Collender, Georgetown University’s McCourt School of Public Policy Professor, says it rem...
13 Helmi 201834min
10-Yr to Hit 3% if Inflation Surprises, says Bory
George Bory, Wells Fargo Securities Head of Credit Strategy, sees the 10-year hitting 3% if we get an inflation surprise on Wednesday. Jared Bernstein, Senior Fellow at the Center Budget and Policy Ad...
12 Helmi 201828min
Things Fall Apart (in the Markets), Gartman Says
James Sweeney, Credit Suisse Chief Economist and International Wealth Management Division Americas CIO, thinks the market has been pricing in more policy than usual. Jeff Currie, Goldman Sachs Global ...
9 Helmi 201825min
We're in Price Discovery Mode, Wilson Says
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says we haven't had portfolio disruption yet but he think it's to come. Doug Kass, Seabreeze Partners President, says the lesson learned in th...
8 Helmi 201830min
Regulatory System is Absurdly Complex, King Says
Kit Juckes, Societe Generale Chief FX Strategist, and Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, discuss the latest in currency moves. Mervyn King, Former Bank Of England...
7 Helmi 201833min
Yesterday's Event is a VIX Event, Curnutt Says
Dean Curnutt, Macro Risk Advisors CEO, and Bruce Kasman, J.P. Morgan Chief Economist, discuss the stock market plunge from a macro standpoint. Steven Major, HSBC Managing Director and Global Head of F...
6 Helmi 201826min
