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)

BONUS EPISODE: Janet Yellen Speaks To Bloomberg

BONUS EPISODE: Janet Yellen Speaks To Bloomberg

US Treasury Secretary Janet Yellen sat down for an exclusive interview with Bloomberg News. She speaks with Bloomberg's Annmarie Hordern on the sidelines of a Group of Seven gathering of finance offic...

12 Mai 202312min

Debt Ceiling, Equities, Inflation, and Consumers (Podcast)

Debt Ceiling, Equities, Inflation, and Consumers (Podcast)

Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, and Duane Wright, Senior Government Analyst with Bloomberg Intelligence, join to discuss the currency impact of a debt ceili...

11 Mai 202359min

GOP Charges, CPI, and Ukraine (Podcast)

GOP Charges, CPI, and Ukraine (Podcast)

Former prosecutors Nick Akerman and Michael Zeldin join to break down the Donald Trump and George Santos legal woes. Anneka Treon, Chief Economist International at Van Lanschot Kempen, joins the progr...

10 Mai 20231h

Credit Crunch, Stocks, Ukraine, and the Debt Ceiling (Podcast)

Credit Crunch, Stocks, Ukraine, and the Debt Ceiling (Podcast)

Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses private credit, lending, and the credit crunch. Bill Page, Senior Portfolio Manager and Head of Global Environmental...

9 Mai 202353min

Berkshire, Tyson, Activision, and Apple (Podcast)

Berkshire, Tyson, Activision, and Apple (Podcast)

Matt Palazola, Senior P&C Insurance Analyst with Bloomberg Intelligence, joins the program to discuss Berkshire earnings. Jen Bartashus, Senior Analyst: Packaged Food & Retail Staples with Bloomberg I...

8 Mai 202351min

Jobs Day, Berkshire, and Kentucky Derby (Podcast)

Jobs Day, Berkshire, and Kentucky Derby (Podcast)

Amy Glaser, Senior VP at Adecco, joins the program to discuss the labor market and jobs day. Jonathan Hirtle, Executive Chairman at Hirtle Callghan & Co., joins us in studio to talk market reaction to...

5 Mai 202343min

An Extended Breakdown of the Fed and Banks (Podcast)

An Extended Breakdown of the Fed and Banks (Podcast)

Chris Whalen, founder at Whalen Global Advisors, and Hugh Hendry formerly of Eclectica Asset Management, join for an extended Fed roundtable on what might the last of the Fed’s historic tightening cyc...

4 Mai 20231h 18min

The Fed, ETFs, Supply Chain, and Eli Lilly

The Fed, ETFs, Supply Chain, and Eli Lilly

Neil Grossman, former CIO at TKNG Capital, joins to break down the Fed’s rate hike path. Bloomberg Intelligence Senior Regional Banks Analyst Herman Chan also joins. Omar Aguilar, CEO and CIO at Schwa...

3 Mai 202351min

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