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.

See omnystudio.com/listener for privacy information.

Episoder(3341)

Markets, Trump’s Taxes, and Energy (Podcast)

Markets, Trump’s Taxes, and Energy (Podcast)

Joe Gilbert, Portfolio Manager with Integrity Asset Management, joins to talk markets and outlook for 2023. Bloomberg reporter Laura Davison discusses what we’ve learned about Donald Trump’s taxes aft...

30 Des 202230min

Markets, Travel, and Cannabis (Podcast)

Markets, Travel, and Cannabis (Podcast)

Callie Cox, Investment Analyst at Etoro, discusses markets and investing. Ken Shea, Senior Analyst with Bloomberg Intelligence, joins to talk about the business of cannabis with the legalization of ma...

29 Des 202230min

Real Estate, Markets, and Energy (Podcast)

Real Estate, Markets, and Energy (Podcast)

Richard Hill, Senior VP and Head of Real Estate Strategy & Research at Cohen & Steers Capital, gives his outlook for the real estate market in 2023. Kim Forrest, Chief Investment Officer and founder o...

28 Des 202236min

China Reopens Borders, Freight Innovations, Markets

China Reopens Borders, Freight Innovations, Markets

Kathleen Entwist, Managing Director at Morgan Stanley joins the show to discuss markets following the holiday weekend and the response to China removing quarantine guidelines at their borders. Robert ...

27 Des 202230min

Inflation Data, Crypto Legislation, EV Outlook

Inflation Data, Crypto Legislation, EV Outlook

Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence joins the program to discuss how traders are digesting today's economic data ahead of the holiday weekend. Nathan Dean, Senior US Poli...

23 Des 202233min

CarMax, CPI Secrecy, Ukraine, and Scott Minerd (Podcast)

CarMax, CPI Secrecy, Ukraine, and Scott Minerd (Podcast)

Kevin Tynan, senior autos analyst with Bloomberg Intelligence joins the program to talk about CarMax stock. Phil Palumbo, CEO and founder of Palumbo Wealth Management, joins the show to discuss outloo...

22 Des 202247min

BOJ, Ukraine, Markets, and AI (Podcast)

BOJ, Ukraine, Markets, and AI (Podcast)

Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, joins to discuss her latest research on the Bank of Japan and outlook for the Japanese economy and its effects globally. Tam...

21 Des 202239min

Bank of Japan, Africa, Swatch, and Freight (Podcast)

Bank of Japan, Africa, Swatch, and Freight (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence join us for an extended roundtable to discuss the Bank of Japan move. Bloomberg host Kathleen Hays joins us to discuss the Bank...

20 Des 202255min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
pengepodden-2
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
pengesnakk
lederpodden
rss-markedspuls-2
rss-andelige-tanker-med-camillo
rss-fa-makro
stormkast-med-valebrokk-stordalen