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(3346)

Markets, 5G, And Supply Chain Bottlenecks

Markets, 5G, And Supply Chain Bottlenecks

Dave Ellison, Portfolio Manager of the Hennessy Large and Small Cap Financial Funds, gives his 2022 economic outlook amid inflation. Alex Chaloff, co-Head of Investment Strategies at Bernstein Private...

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Sampath Sowmyanarayan, Chief Revenue Officer at Verizon, discusses the supply chain, 5G, and helping lead Verizon through pandemic. Nakul Duggal, Senior Vice President and General Manager of Automotiv...

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Dana Peterson, Chief Economist & Center Leader of Economy, Strategy, and Finance at The Conference Board, discusses the jobs report. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about labor...

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Dr. Syra Madad, Infectious Disease Epidemiologist at Harvard’s Belfer Center for Science and International Affairs and the NYC Hospital System, talks about the CDC’s latest isolation guidance for peop...

5 Jan 202227min

Markets, Supply Chain, And Remote Work In 2022

Markets, Supply Chain, And Remote Work In 2022

Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and investing in the New Year. Tim Fiore, the Chairman of the Institute of Supply Management (ISM) Business S...

4 Jan 202221min

Market And Tech Outlook For 2022

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Phil Orlando, Chief Equity Strategist & Head of Client Portfolio Management at Federated Hermes, joins the show to discuss investing, inflation, and gives his market outlook for 2022. Priya Misra, Man...

3 Jan 202224min

Markets, Hiring, Supply Chain, And The Ski Industry

Markets, Hiring, Supply Chain, And The Ski Industry

Danielle DiMartino Booth, CEO and Chief Strategist at Quinn Intelligence, LLC, discusses Omicron’s effect on markets and gives her 2022 market outlook. Raul Villar, CEO of Paycor, talks about the Grea...

23 Des 202126min

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