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.

See omnystudio.com/listener for privacy information.

Episoder(3321)

Jefferies' McCarthy Sees No Rate Hike Until September (Audio)

Jefferies' McCarthy Sees No Rate Hike Until September (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Dr. Ward McCarthy, Chief Financial Economist at Jefferies LLC, weighs in on Janet Yellen's speech, the bond market, ...

6 Jun 20168min

Wells Fargo's Wren is 'Leaning Cyclical' Through 2016 (Audio)

Wells Fargo's Wren is 'Leaning Cyclical' Through 2016 (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Scott Wren, Senior Global Equity Strategist at Wells Fargo Investment Institute, on the markets, the weak jobs report, and what it m...

3 Jun 201611min

Bloomberg's Pettypiece on Walmart, Clark on Tony Fadell (Audio)

Bloomberg's Pettypiece on Walmart, Clark on Tony Fadell (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Shannon Pettypiece, US Consumer reporter for Bloomberg News, on Walmart using Uber and Lyft for deliveries, and highlights from the ...

3 Jun 20168min

Bloomberg's Regan on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Regan on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg Gadly Columnist Mike Regan on today's market winners, losers, and Stock of the Day: Signet Jewelers (SIG).See omnystudio.c...

3 Jun 201612min

Nomura's Goncalves: Jobs Report Boosts Bullish Bond Run (Audio)

Nomura's Goncalves: Jobs Report Boosts Bullish Bond Run (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: George Goncalves, Head of U.S. Interest Rates Strategy at Nomura Securities, on the outlook for bond markets after the dismal jobs r...

3 Jun 201611min

Bloomberg's Nicholson, Heilemann, on Trump Rhetoric (Audio)

Bloomberg's Nicholson, Heilemann, on Trump Rhetoric (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jonathan Nicholson, Capitol Hill Budget Reporter, on why Wall Street seems unconcerned by Trump rhetoric on bondholders and a trade ...

3 Jun 201611min

CohnReznick's O'Keefe: Fed Won't Move Before Election (Audio)

CohnReznick's O'Keefe: Fed Won't Move Before Election (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Patrick O'Keefe, Director of Economic Research at CohnReznick and Former DOL Deputy Assistant Secretary, weighs in on the jobs repor...

3 Jun 201611min

DOL's Shierholz: Labor Market Fundamentals Still Strong (Audio)

DOL's Shierholz: Labor Market Fundamentals Still Strong (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Heidi Shierholz, Labor Secretary Tom Perez's Chief Economist, on today's weak jobs report.See omnystudio.com/listener for privacy in...

3 Jun 20168min

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