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(3351)

Big Media Fends Off Congress Over Content: SocialFlow CEO

Big Media Fends Off Congress Over Content: SocialFlow CEO

Jim Anderson, CEO of SocialFlow, on the Senate hearing with Facebook, Boogon Big Media's protection from legal liability for user content. Gina Martin Adams, Chief Equity Analyst for Bloomberg Intelli...

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The October Consumer Confidence Index

The October Consumer Confidence Index

Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, discusses the October Consumer Confidence Index. Ira Jersey, Chief US interest rate strategist for Bloomberg In...

27 Okt 202026min

Oil Demand Hopes Crushed By Covid Resurgence: Again's Kilduff

Oil Demand Hopes Crushed By Covid Resurgence: Again's Kilduff

John Kilduff, Founder of Again Capital, on how covid-19 is dashing hopes for an oil market recovery. David Lee, CFO of Impossible Foods, on how they are doubling the size of R&D to fuel international ...

26 Okt 202027min

Carrot Hot Dogs May Be Coming To A Stadium Near You

Carrot Hot Dogs May Be Coming To A Stadium Near You

Bolthouse Farms CEO Jeff Dunn on building a plant-based food economy. Brian Chappatta, Bloomberg Opinion debt columnist, discusses his column on the 1MDB scandal: "Goldman Clawbacks More Stunning Than...

23 Okt 202029min

Credit Spread Cushion Is Pretty Much Gone: UBS's Falconio

Credit Spread Cushion Is Pretty Much Gone: UBS's Falconio

Leslie Falconio, senior strategist at UBS Global Wealth Management, discusses how investors can add yield to their portfolios. Don McCree, Head of Commercial Banking at Citizens Bank, on the continued...

22 Okt 202028min

Epic S&P Rally Is Powered By Assets You Can't See or Touch

Epic S&P Rally Is Powered By Assets You Can't See or Touch

Sarah Ponczek, Bloomberg cross-asset reporter, on how the epic S&P rally is powered by intangibles like algorithms and brands and lists. Joe Nocera, Bloomberg Opinion columnist, discusses his column: ...

21 Okt 202027min

More States Likely To Pile On Google Post-Election: BI's Rie

More States Likely To Pile On Google Post-Election: BI's Rie

Jennifer Rie, Senior Litigation Analyst for Bloomberg intelligence, and Sarah Ponczek, Bloomberg cross-asset reporter, on the DOJ accusing Google of abusing market power. Kenneth Laub, composer, produ...

20 Okt 202026min

China's Recovery Lacks Consumer Demand: China Beige Book

China's Recovery Lacks Consumer Demand: China Beige Book

Leland Miller, CEO of China Beige Book International, on why China's economic recovery is not so healthy. Robert Rosenberg, the former CEO of Dunkin’ Donuts, discusses his new book, "AROUND THE CORNER...

19 Okt 202026min

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