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(3319)

Musk Turns to Tesla and SpaceX to Fuel AI Ambitions

Musk Turns to Tesla and SpaceX to Fuel AI Ambitions

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo-Craig Trudell, Bloomberg Global Autos Editor, discusses the latest on Tesla. Te...

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BI Weekend: Delta Earnings, Musk Party, 10 Companies to Watch in 3Q

BI Weekend: Delta Earnings, Musk Party, 10 Companies to Watch in 3Q

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and John TuckerOn this podcast:- George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst,...

11 Jul 202538min

Performance Food Said to Get Takeover Interest From US Foods

Performance Food Said to Get Takeover Interest From US Foods

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by John Tucker and Isabelle Lee-Crystal Tse, Bloomberg US Deals Reporter, discusses Performance Food Group at...

11 Jul 202521min

Delta Gives Upbeat Outlook as CEO Hails ‘Stable’ Environment

Delta Gives Upbeat Outlook as CEO Hails ‘Stable’ Environment

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and John TuckerGeorge Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines A...

10 Jul 202526min

Yaccarino Stepping Down as CEO of Musk’s X After Two Years

Yaccarino Stepping Down as CEO of Musk’s X After Two Years

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah MulindaEd Ludlow, Bloomberg Technology Co-Host, discusses Linda Yaccarino stepping d...

9 Jul 202524min

Boeing Delivers Most Jets in 18 Months

Boeing Delivers Most Jets in 18 Months

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa MateoGeorge Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, & Airlines An...

8 Jul 202519min

Tesla Slides on Concern Musk’s New Party Will Worsen Slump

Tesla Slides on Concern Musk’s New Party Will Worsen Slump

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa MateoCraig Trudell, Bloomberg Global Autos Editor, discusses Tesla shares falling aft...

7 Jul 202521min

BI Weekend: Oracle's Money Making Moves, America's Hot Garbage Problem

BI Weekend: Oracle's Money Making Moves, America's Hot Garbage Problem

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Host: Paul SweeneyOn this podcast:- Jody Lurie, Bloomberg Intelligence Credit Analyst, on midyear outlook/how summer travel will affect th...

4 Jul 202538min

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