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(3350)

U.S. Oil Supply Glut Poised To Tighten in 6-9 Mos.: Canary CEO

U.S. Oil Supply Glut Poised To Tighten in 6-9 Mos.: Canary CEO

Dan Eberhart, private equity investor and CEO of oilfield services firm Canary, LLC, discusses an inflection point in the U.S. energy bloodbath. Danielle DiMartino Booth, CEO and Chief Strategist for ...

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Monoclonal Antibody Treatment For Covid shows Promise: JHU's Sauer

Monoclonal Antibody Treatment For Covid shows Promise: JHU's Sauer

Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on covid vaccine and treatments, and school re-openings. Marvin Loh, Senior Global Macro Strategist, State Street Glob...

7 Aug 202033min

Corporate Chieftains Should Talk Less, Pay More: Kaissar

Corporate Chieftains Should Talk Less, Pay More: Kaissar

Nir Kaissar, Bloomberg Opinion columnist and Founder of Unison Advisors, discusses his column: "Corporate Chieftains Can Talk Less, Pay More." Katherine Doherty, distressed reporter for Bloomberg, on ...

6 Aug 202028min

Trump Has No Plan To Open Schools Safely: AFL-CIO's Weingarten

Trump Has No Plan To Open Schools Safely: AFL-CIO's Weingarten

Randi Weingarten, President of American Federation of Teachers (AFL-CIO), discusses what teachers need for schools to reopen safely. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloom...

5 Aug 202028min

A Tale of Two Cities Emerges In Commercial Real Estate

A Tale of Two Cities Emerges In Commercial Real Estate

Tom Stringer, leader of accounting firm BDO’s U.S. site selection team, on Facebook leasing space in NY, and how the pandemic is impacting corporate real estate. Lauren Simmons, entrepreneur and forme...

4 Aug 202029min

Why A TikTok-Microsoft Deal Solves A Lot of Problems

Why A TikTok-Microsoft Deal Solves A Lot of Problems

Tae Kim, Bloomberg Opinion technology columnist, on his column: "A TikTok-Microsoft Deal Might Solve Everything." Alan Baum, auto analyst and Principal at Baum and Associates, on why he expects a poor...

3 Aug 202030min

FAANG Can Go Another 25-30% Higher by Mid-2021: Wedbush's Ives

FAANG Can Go Another 25-30% Higher by Mid-2021: Wedbush's Ives

Dan Ives, Equity Analyst at Wedbush Securities, on mega-cap tech earnings: Apple, Google, Facebook and Amazon. Gary Shilling, President of A. Gary Shilling & Co., and a Bloomberg Opinion columnist, di...

31 Jul 202032min

Kodak Craziness Is Captured in One Word. Really?: Max Nisen

Kodak Craziness Is Captured in One Word. Really?: Max Nisen

Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, discusses his column: "Kodak Craziness Is Captured in One Word. Really?" David Kotok, Chairman & Chief Investment Officer at...

30 Jul 202029min

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