China's Structural Decline Will Drive Down Steel Price
Gordon Johnson, Managing Director at Vertical Group, on US steel markets and pending impacts from Trump's trade war: more pain ahead. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on his...
28 Aug 201925min
Tobacco Giants Philip Morris, Altria To Reunite
Tara Lachapelle, Bloomberg Opinion deals and media columnist, on Philip Morris in talks to merge with Altria. Jack Devine, former chief of CIA’s worldwide operations, and founding partner and Presiden...
27 Aug 201925min
Trade War Takes Center Stage at G7
Nathan Sheets, Chief Economist for PGIM Fixed Income, discusses the U.S., China trade war. He says the tensions have escalated another notch, and a near-term de-escalation does not seem likely. Phil O...
26 Aug 201921min
Criticism From All Sides, As Fed Signals More Cuts
Jackson Hole/Fed roundtable with Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors and Former Director of Research at the Atlanta Fed, along with Bloomberg's Matt Boesle...
24 Aug 201925min
U.S. Pork Producers Are Forced Out of China-Led Rally
Christine McCracken, Animal Protein Analyst at Rabobank, discusses what’s happening with U.S. pork producers. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Ho...
22 Aug 201927min
Need-Based Retail Prevails Over Want-Based: Telsey
Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, on Target and Lowes earnings, and the retail landscape. Morten Buttler, political reporter for Bloomberg in Copenhagen, on Preside...
21 Aug 201929min
Preparing For Negative Interest rates: Fiduciary CIO
Hans Olsen, CIO of Fiduciary Trust, on finding value in global assets. Joe Cavatoni, Managing Director, World Gold Council U.S., on the key drivers affecting global gold demand and markets. Vishal Gar...
19 Aug 201926min
Long Bond Positions Are Ripe For A Reversal: Authers (Podcast)
John Authers, Senior Editor for Bloomberg Markets, on why bond proxies aren't as safe as they appear. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on Deere earnings and wh...
16 Aug 201929min
