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(3334)

Instant Reaction: The Fed Decides

Instant Reaction: The Fed Decides

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy ...

12 Jun 202428min

US CPI Cools, EU China EV Tariffs

US CPI Cools, EU China EV Tariffs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses U.S CPI data. Danielle DiMartino Booth, CEO and Chief Strategist fo...

12 Jun 202444min

Apple Shares Rise to a Record, Fed Meeting

Apple Shares Rise to a Record, Fed Meeting

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Angelo Zino, Vice President and Senior Equity Analyst at CFRA Research, discusses Apple's news from its’ Worldwide Developers Confe...

11 Jun 202435min

Apple AI Plans, EU Elections

Apple AI Plans, EU Elections

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Apple's Worldwide Developers Conference. David Powell, Senior Eur...

10 Jun 202442min

HPE Earnings, Mnuchin Chases Wall Street Glory

HPE Earnings, Mnuchin Chases Wall Street Glory

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, discusses HPE earnings. Peter Voser, Chairman...

7 Jun 202438min

US Jobs Surge Reignites Fed Debate

US Jobs Surge Reignites Fed Debate

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Joanie Bily, Chief Workforce Analyst at Employbridge, discusses the May U.S jobs report and employment trends. David Dietze, Senior...

7 Jun 202445min

U.S Tech, Lululemon Earnings

U.S Tech, Lululemon Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Microsoft, Nvidia, and Apple being worth more combined than China...

6 Jun 202441min

US Services Activity Rebounds,  Modi Wins Backing

US Services Activity Rebounds, Modi Wins Backing

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.*Live at BNY MELLON'S INSITE Conference in Nashville, TN*Anthony Nieves, Chair of the ISM Services Business Committee, discusses US...

5 Jun 202445min

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