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)

The Latest On Bond Markets, Fed Strategy And Investment Outlook

The Latest On Bond Markets, Fed Strategy And Investment Outlook

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Examining The Supply Chain, Markets, And ETFs

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Investing Strategies For Crypto, ESGs, And Telecommunications

Investing Strategies For Crypto, ESGs, And Telecommunications

Maia Becker, Director of Corporate Governance and Responsible Investment with RBC, discussing COP26, investments, and climate change policy. Ido Susan, CEO and co-founder of the telecom company DriveN...

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The Latest On Inflation, Crypto Records, And Market Bubbles

Lisa Erickson, Senior Vice President & Co-Head of the Public Markets Group at US Bank Wealth Management, discusses the markets, inflation, and investing. David Katz, Chief Investment Officer at Matrix...

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Fed Leadership Uncertainty And US Travel Requirements

Lisa Hornby, the head of US Multi-Sector Fixed Income at Schroders, talks about investment outlook after Lael Brainard was interviewed for Fed chair. CEO of Dream Hotel Group Jay Stein discusses inter...

9 Nov 202125min

Examining The Markets, Berkshire Earnings, And Retail

Examining The Markets, Berkshire Earnings, And Retail

Marcus Moore, Assistant Portfolio Manager for Zeo Capital Advisors, talks about the markets and credit strategy. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, talks about reta...

8 Nov 202123min

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Constance Hunter, Chief Economist at KPMG, discusses the jobs report. Peter Andersen, founder of Andersen Capital Management, talks about the markets and investment strategies. Scott Freeman, co-found...

5 Nov 202132min

Markets, Healthcare, And Politics Ahead Of Jobs Day

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Pete Earle, economist for the American Institute for Economic Research, discusses inflation, the Federal Reserve, and economic outlook for the rest of 2021. Janet Elkin, President and CEO of ICON Medi...

4 Nov 202122min

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