APERS Borromeo Sees Fed on Hold, 'Data Is Not There' (Audio)

APERS Borromeo Sees Fed on Hold, 'Data Is Not There' (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Carlos Borromeo, Chief Investment Officer of APERS (Arkansas Public Employees Retirement System), on the markets and his bullish call on bonds.

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Episoder(3335)

Coming Soon: Decrypted Season 2

Coming Soon: Decrypted Season 2

Decrypted returns on March 6th with a brand new season. Here's a sneak peek of what's in store. We'll be releasing new episodes every Tuesday starting next week. See omnystudio.com/listener for privac...

27 Feb 20182min

Tariffs May Cause Pricing Premiums For US-Made Steel: Dudas

Tariffs May Cause Pricing Premiums For US-Made Steel: Dudas

Mike Dudas, Metals and Mining Analyst for Vertical Research, on why gold is going to $1400 and Trump's aluminum tariffs. Brian Reynolds, Asset Class Strategist for Canaccord Genuity, on Wall Street bu...

26 Feb 201829min

BlackRock Shows Disproportionately Big Passive Gun Ownership: Balchunas

BlackRock Shows Disproportionately Big Passive Gun Ownership: Balchunas

Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on how passive managers may have to take a more active role in light of unsavory stocks being in their indexes. Eric Kazatsky, municipal ...

23 Feb 201818min

Lurking Unfairness At Heart Of Economy: Facebook Co-Founder

Lurking Unfairness At Heart Of Economy: Facebook Co-Founder

Chris Hughes, co-Founder of Facebook, on his new book: FAIR SHOT: Rethinking Inequality and How We Earn, which exposes the specific forces of Big Tech that create today’s economic unfairness. Zach Tra...

22 Feb 201834min

Don’t Blame Market Turmoil On Machines: Salient’s Ben Hunt

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 Feb 201827min

WalMart Is The Buy Of The Decade After Stock Plunge: Flickinger

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 Feb 201830min

Local Currency EM Debt Is A Good Play On Weaker Dollar: Stein

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 Feb 201825min

Lack of Bids For EM High Yield Debt: Bloomberg's Sassower

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 Feb 201833min

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