Trade Uncertainty Means Volatility Is Here to Stay: Clay Lowery

Trade Uncertainty Means Volatility Is Here to Stay: Clay Lowery

Clay Lowery, Managing Director at Rock Creek Global Advisors and former Assistant Secretary for International Affairs at the US Treasury Department, on tariffs, and the US considering an emergency CFIUS law to curb China takeovers. Brian Kleinhanzl, Equity research analyst at Keefe, Bruyette & Woods, discusses why Goldman's transition to be more "bank-like" may fail. Hugh Son, Bloomberg finance reporter, on the Wall Street battle between man and machine, and highlights from Jamie Dimon's annual letter to shareholders. Cole Smead, Managing Director and Portfolio Manager at Smead Capital Management, on markets and how passive vehicles don't help investors during bear markets.

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Episoder(3339)

The Fed, Big Tech Earnings, Apple, and Barbie (Podcast)

The Fed, Big Tech Earnings, Apple, and Barbie (Podcast)

Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, and Michael McKee, International Economics and Policy correspondent with Bloomberg News, join to preview the Fed and cen...

24 Jul 202351min

The Fed, Earnings, and EV Chargers

The Fed, Earnings, and EV Chargers

Michael McKee, International Economics & Policy Correspondent with Bloomberg News, joins us to discuss what we can expect from the Fed next week and whether it will be the last hike of its historic ti...

21 Jul 202353min

Tesla, Netflix Energy, and Chris Christie

Tesla, Netflix Energy, and Chris Christie

Gina Martin Adams, Chief US Equity Analyst with Bloomberg Intelligence, joins to discuss her research note on the new S&P bull market and what to make of earnings season thus far. Ann Hynes, Mizuho Am...

20 Jul 202350min

Banks, Housing, Markets, and UK CPI

Banks, Housing, Markets, and UK CPI

Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins to talk about Goldman Sachs earnings and wraps big bank earnings. Erica Adelberg, MBS strategist with...

19 Jul 202351min

Retail Sales, Global Inflation and Biopharma Investing

Retail Sales, Global Inflation and Biopharma Investing

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the day's latest eco data. Kara Murphy, CIO at Kestra Investment Management, joins us in studio to talk stocks and i...

18 Jul 202342min

Earnings, Disney, Janet Yellen, and Fenway Sports Group

Earnings, Disney, Janet Yellen, and Fenway Sports Group

Alison Williams, Senior Global Banks & Asset Managers analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks analyst with Bloomberg Intelligence, join for an earnings breakdown of...

17 Jul 202353min

Bank Earnings, Student Loans, Metals, Genpact, and James Bullard (Podcast)

Bank Earnings, Student Loans, Metals, Genpact, and James Bullard (Podcast)

Steve Matthews, US Economy Reporter for Bloomberg News, joins to talk about inflation data, including today’s UMich survey, earnings season’s market impact, the Fed, and James Bullard leaving the St. ...

14 Jul 202350min

Inflation, Private Credit, Bob Iger, and Earnings (Podcast)

Inflation, Private Credit, Bob Iger, and Earnings (Podcast)

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to discuss CPI, PPI, and the outlook for a recession in the US. Steve Geiszler, US Chief Intellectual Property Counse...

13 Jul 20231h

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