A Surprise Dollar Rally Would Be Potentially Disruptive: BNP's Katzive

A Surprise Dollar Rally Would Be Potentially Disruptive: BNP's Katzive

Daniel Katsive, Head of FX Strategy North America at BNP Paribas, on the dollar rout. Jonathan Bernstein, Bloomberg View columnist, on why Mitch McConnell's job just got a lot harder. Chris Young, CEO of McAfee, on how cybercrime is changing with AI/Machine learning and what that means for business. Rich Taylor, Fixed Income Client Portfolio Manager at American Century, previews the Fed decision, US/global economy outlook for 2018, and where he's finding value in the bond market.

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This One Weird Number Explains Everything: DataTrek's Colas

This One Weird Number Explains Everything: DataTrek's Colas

Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on what's behind the volatile trading week and why the market hasn't yield the long-term results that investors expected. D...

28 Des 201827min

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

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