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(3315)

Delta Sees Robust Demand Going Into 2026 Amid Premium Focus

Delta Sees Robust Demand Going Into 2026 Amid Premium Focus

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, disc...

9 Okt 202524min

xAI to Raise $20 Billion After Nvidia and Others Boost Round

xAI to Raise $20 Billion After Nvidia and Others Boost Round

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Ed Ludlow, BTech Co-Anchor, discusses news that Elon Musk’s artific...

8 Okt 202522min

Dell Hikes Estimates for Next Four Years on Strong AI Demand

Dell Hikes Estimates for Next Four Years on Strong AI Demand

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ed Ludlow, BTech Co-Anchor, discusses Dell Technologies roughly do...

7 Okt 202521min

OpenAI inks AMD Chips Deal Worth Tens of Billions of Dollars

OpenAI inks AMD Chips Deal Worth Tens of Billions of Dollars

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ed Ludlow, BTech Co-Anchor, discusses Advanced Micro Devices inki...

6 Okt 202523min

BI Weekend: Nike, Carnival Earnings, EA Sale

BI Weekend: Nike, Carnival Earnings, EA Sale

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, rec...

3 Okt 202537min

BlackRock Nears $40 Billion Data Center Deal in Bet on AI

BlackRock Nears $40 Billion Data Center Deal in Bet on AI

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Ed Ludlow, BTech Co-Anchor, discusses how BlackRock Inc.'s Global I...

3 Okt 202522min

OpenAI Valuation Soars to $500 Billion, Topping Musk’s Space X

OpenAI Valuation Soars to $500 Billion, Topping Musk’s Space X

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ed Ludlow, BTech Co-Anchor, discusses OpenAI completing a deal to ...

2 Okt 202521min

Nike’s Comeback Is Taking Shape as Sports Focus Pays Off

Nike’s Comeback Is Taking Shape as Sports Focus Pays Off

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomber...

1 Okt 202517min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
utbytte
livet-pa-veien-med-jan-erik-larssen
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
stormkast-med-valebrokk-stordalen
okonomiamatorene
morgenkaffen-med-finansavisen
lederpodden
rss-kantsonen
rss-investering-gjort-enkelt
rss-markedspuls-2
flypodden