Ed Goldberg and Alex Wayne Discuss Bannon Losing NSC Role

Ed Goldberg and Alex Wayne Discuss Bannon Losing NSC Role

NYU's Ed Goldberg and Bloomberg's Alex Wayne talk about the news that Steve Bannon has been removed from the National Security Council and what that means for President Trump's upcoming meeting with China's President Xi. Bloomberg's Rachel Evans and Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence, discuss how bond ETFs are revolutionizing the fixed income market. Paul E. Adornato, a senior REITS analyst at BMO Capital Markets, talks about commercial real estate. Finally, John Augustine, chief investment officer at Huntington National Bank, discusses the Fed, bond yields and asset allocation.

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Episoder(3348)

Don't Turn Your Back On Energy Stocks At These Prices

Don't Turn Your Back On Energy Stocks At These Prices

Stephen Guilfoyle, Founder and President of Sarge986 LLC, on what’s driving stock market fluctuations, and why he's buying energy. Atish Davda, CEO of EquityZen, discusses his 2019 IPO outlook, includ...

27 Des 201831min

I Don't See A Recession In 2019: Cumberland's Kotok

I Don't See A Recession In 2019: Cumberland's Kotok

David Kotok Chairman & Chief Investment Officer of Cumberland Advisors, on markets, why munis are a buy, and outlook for bonds and markets.  Marty Schenker, Chief Content Officer for Bloomberg, on the...

26 Des 201833min

Fed Will Struggle to Cut Balance Sheet to $3 Trillion (Podcast)

Fed Will Struggle to Cut Balance Sheet to $3 Trillion (Podcast)

Nathan Sheets, Chief Economist and Head of Global Macroeconomic Research for PGIM Fixed Income, on the Fed, the balance sheet, and the global economy. Rob Lefferts, Microsoft’s Corporate Vice Presiden...

20 Des 201832min

China Intellectual Property Poses Biggest Thorn For U.S. (Podcast)

China Intellectual Property Poses Biggest Thorn For U.S. (Podcast)

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the biggest issue the U.S. has with China.  John Kilduff, Founding Partner of Again Capital, on where oil pri...

19 Des 201824min

Banks Poised to Suffer Losses On Buyout Loans: Peabody (Podcast)

Banks Poised to Suffer Losses On Buyout Loans: Peabody (Podcast)

Charles Peabody, President of Portales Partners LLC, on the outlook for banks: have they seen the bottom or is there more pain to come?  Alberto Gallo, Partner and Portfolio Manager for the Algebris M...

19 Des 201828min

It's Premature To Start Celebrating the Death of Obamacare (Podcast)

It's Premature To Start Celebrating the Death of Obamacare (Podcast)

Max Nisen, Bloomberg Opinion health care columnist, discusses his column, "Celebration of Obamacare’s Death Is Again Premature."  Alex Spinelli, former head of Amazon’s Alexa, discusses his new AI cre...

17 Des 201831min

Xi Sees Tariffs As Aggravation He Doesn't Need: Magnus (Podcast)

Xi Sees Tariffs As Aggravation He Doesn't Need: Magnus (Podcast)

George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on the slowdown in China’s economy, and China-U.S. trade relations. Noah Feldman, Harvard Law Profe...

14 Des 201828min

Pimco Sees Short-Term Opportunities, Long-Term Pain In Corporate Credit

Pimco Sees Short-Term Opportunities, Long-Term Pain In Corporate Credit

Dan Ivascyn, Chief Investment Officer of PIMCO overseeing $1.7 trillion in assets, and manager of the world’s biggest actively-managed bond fund, discusses everything from leveraged loans to Brexit to...

13 Des 201835min

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