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)

Target Profit Rises

Target Profit Rises

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Target earnings. Anthony Nieve...

5 Mar 202440min

Apple Hit with EU Fine

Apple Hit with EU Fine

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, discusses Apple being hit with an EU fine over abusive App store rul...

4 Mar 202443min

U.S Earnings, State of EVs and Hotels

U.S Earnings, State of EVs and Hotels

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Mary Ross Gilbert, Senior Equity Analyst, who covers Retail for Bloomberg Intelligence, discusses Macy’s ea...

1 Mar 202439min

Boeing in Talks To Buy Spirit Aero

Boeing in Talks To Buy Spirit Aero

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses how Boeing is said to be in talks...

1 Mar 202437min

Bloomberg Intelligence: Hyatt CEO Sees Positive Trends

Bloomberg Intelligence: Hyatt CEO Sees Positive Trends

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark Hoplamazian, President and Chief Executive Officer of Hyatt Hotels, joins the program to discuss his outlook for the hotel in...

29 Feb 202447min

Bloomberg Intelligence: Bitcoin Surges Past $60,000

Bloomberg Intelligence: Bitcoin Surges Past $60,000

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, joins to discuss the latest on Bitcoin. Ann Berry, Founder & Mana...

28 Feb 202444min

Bloomberg Intelligence: U.S Consumer Confidence Falls, Macy’s Closures

Bloomberg Intelligence: U.S Consumer Confidence Falls, Macy’s Closures

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest U.S Consumer Confidence data from the Conferenc...

27 Feb 202441min

Bloomberg Intelligence: Berkshire Earnings Jump

Bloomberg Intelligence: Berkshire Earnings Jump

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Matthew Palazola, Bloomberg Intelligence Senior Analyst, P&C Insurance, joins the program to discuss Berkshire Hathaway earnings. K...

26 Feb 202446min

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