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(3326)

China Trade Curbs, Trump Interview

China Trade Curbs, Trump Interview

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Enda Curran, Bloomberg Global Economy Reporter, discusses the U.S warning allies of tougher trade rules in China. Brad Stone, Bloom...

17 Jul 202441min

US Bank Earnings, Tesla Hiring

US Bank Earnings, Tesla Hiring

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Bank of America and Morgan Stanl...

16 Jul 202441min

Goldman Profit Surges, Trump Shooting

Goldman Profit Surges, Trump Shooting

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Goldman Sachs earnings. Henriett...

15 Jul 202440min

Surveillance Special: Trump Assassination Attempt

Surveillance Special: Trump Assassination Attempt

Bloomberg's Tom Keene and David Gura get reaction to the attempted assassination attempt of former President Donald Tump. They speak with: Hadriana Lowenkron, Bloomberg News reporter Terry Haines, Pa...

14 Jul 20242h 26min

Eli Lilly, Morphic Deal, Delta Earnings

Eli Lilly, Morphic Deal, Delta Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Sam Fazeli, Bloomberg Intelligence Director of Research for Global Industries and Senior Pharmaceuticals, d...

12 Jul 202436min

U.S Consumer Sentiment Falls, Bank Earnings

U.S Consumer Sentiment Falls, Bank Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.   Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data from UMich. Aliso...

12 Jul 202445min

Citadel Trading Plan, U.S CPI, Delta Earnings

Citadel Trading Plan, U.S CPI, Delta Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.   Sridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses Citadel Securities crafting a plan to shakeup banks' tradin...

11 Jul 202443min

OpenAI Board Plans, Powell House Testimony

OpenAI Board Plans, Powell House Testimony

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.   Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses Microsoft and Apple dropping plans to take board r...

10 Jul 202416min

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