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)

Bloomberg Intelligence: Nvidia Earnings, Bank Merger

Bloomberg Intelligence: Nvidia Earnings, Bank Merger

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, discussed Nvidia’s blowout earnings re...

23 Feb 202438min

Bloomberg Intelligence: Nvidia Surges, Reddit U.S IPO

Bloomberg Intelligence: Nvidia Surges, Reddit U.S IPO

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, joins the program to discuss Nvidia breaching $2 trillion in ma...

23 Feb 202444min

Bloomberg Intelligence: Nvidia Surges after Blowout Results

Bloomberg Intelligence: Nvidia Surges after Blowout Results

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst, joins to break down Nvidia earnings. Shana Sissel, President &...

22 Feb 202442min

Bloomberg Intelligence: Biden Impact on U.S Carmakers, Fed Minutes, Nvidia Earnings

Bloomberg Intelligence: Biden Impact on U.S Carmakers, Fed Minutes, Nvidia Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Craig Trudell, Bloomberg Global Autos Editor, discusses how President Biden’s EV dreams are impacting U.S carmakers. Ira Jersey, B...

21 Feb 202447min

Bloomberg Intelligence: Capital One, Discover Deal

Bloomberg Intelligence: Capital One, Discover Deal

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, discusses Capital One agreeing to buy Discover Financial. Drew Readin...

20 Feb 202438min

SPECIAL COVERAGE: Trump Hit With $364 Million Fine in NY Fraud Case

SPECIAL COVERAGE: Trump Hit With $364 Million Fine in NY Fraud Case

Tim Stenovec and Emily Graffeo host. Features analysis from Bloomberg legal investigative reporter Greg Farrell, Bloomberg politics contributor Jeanne Sheehan Zaino, Bloomberg Law host June Grasso and...

16 Feb 202429min

Bloomberg Intelligence: Oil Merger, U.S Earnings

Bloomberg Intelligence: Oil Merger, U.S Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Vincent Piazza, Bloomberg Intelligence Senior Energy Research Analyst, discusses Diamondback Energy reachin...

16 Feb 202437min

Bloomberg Intelligence: Goldman Boosts Solomon Pay, Nike Job Cuts

Bloomberg Intelligence: Goldman Boosts Solomon Pay, Nike Job Cuts

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSridhar Natarajan, Bloomberg News Senior Finance Reporter, discusses Goldman Sachs boosting CEO David Solomon’s compensation. Poonam...

16 Feb 202440min

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