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(3335)

Peloton Tumbles After Layoffs , Tech Earnings

Peloton Tumbles After Layoffs , Tech Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Gurman, Bloomberg Chief Correspondent on Global Technology, discusses Peloton job cuts. Angelo Zino, Vice President and Senio...

2 Mai 202438min

Instant Reaction: Jay Powell on Fed Policy

Instant Reaction: Jay Powell on Fed Policy

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision See omnystudio.com/listener for privacy infor...

1 Mai 202426min

US Factory Activity Shrinks, Fed Meeting, Amazon Earnings

US Factory Activity Shrinks, Fed Meeting, Amazon Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Timothy Fiore, Chair for the Institute for Supply Management’s (ISM) Manufacturing Business Survey Committee, discusses the latest...

1 Mai 202439min

Instant Reaction: Amazon Reports Strong Cloud Unit Sales on Rising AI Demand

Instant Reaction: Amazon Reports Strong Cloud Unit Sales on Rising AI Demand

Amazon's cloud unit posted the strongest sales growth in a year, a sign that the retailer’s most profitable unit is recovering from a slump as businesses resume spending on technology projects. The sh...

30 Apr 202416min

US Consumer Confidence Slumps , Paramount Earnings, Tech Preview

US Consumer Confidence Slumps , Paramount Earnings, Tech Preview

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Dana Peterson, Chief Economist at the Conference Board, discusses the latest U.S consumer confidence data. Chris Watling, CEO and ...

30 Apr 202438min

Instant Reaction: Paramount CEO Bob Bakish Is Out

Instant Reaction: Paramount CEO Bob Bakish Is Out

Paramount Global replaced Chief Executive Officer Bob Bakish, appointing a management committee as the board negotiates a possible change in control of the company. Three of Paramount’s most senior ex...

29 Apr 20249min

Elon Musk Visits China, Apple iPad Hit by EU Rules

Elon Musk Visits China, Apple iPad Hit by EU Rules

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Craig Trudell, Bloomberg Global Autos Editor, discusses Elon Musk’s quick visit to China paying immediate dividends. Margie Patel...

29 Apr 202442min

Tesla, Boeing, UPS Earnings, Morning Consult Poll

Tesla, Boeing, UPS Earnings, Morning Consult Poll

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, hosts Paul Sweeney and Guest-Host Molly Smith speak with Steve Man, Bloomberg Intelligence Global Autos and...

26 Apr 202439min

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