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(3336)

Boeing Suspends 2024 Forecast, NY Community Shares Plunge, Fed Meeting

Boeing Suspends 2024 Forecast, NY Community Shares Plunge, Fed Meeting

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.George Ferguson, Bloomberg Intelligence Senior Aerospace and Airlines Analyst, joins to discuss Boeing earnings. Herman Chan, Bloom...

31 Jan 202442min

UPS to Cut Jobs, US Consumer Confidence Climbs, Tech Earnings on Deck

UPS to Cut Jobs, US Consumer Confidence Climbs, Tech Earnings on Deck

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 Consumer Confidence data. Bloomberg Intelligenc...

30 Jan 202448min

Amazon Growth, Crypto ETF Latest

Amazon Growth, Crypto ETF Latest

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg’s Paul Sweeney and Guest-host Molly Smith speak with Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce, ...

29 Jan 202434min

BONUS EPISODE: A Conversation About Middle East Boycotts Hitting Global Brands

BONUS EPISODE: A Conversation About Middle East Boycotts Hitting Global Brands

Many shoppers in the Middle East, as well as in Muslim nations like Pakistan are shunning big foreign brands, driven by a wellspring of anger against Western countries for their support of Israel duri...

28 Jan 202412min

IBM, Airlines Earnings Breakdown; Baker Hughes Reports; Award Shows in Focus

IBM, Airlines Earnings Breakdown; Baker Hughes Reports; Award Shows in Focus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     On this week's podcast, we recap IBM earnings with Bloomberg Intelligence Senior Technology Analyst Anurag Rana. Bloomberg Int...

26 Jan 202439min

Rail Company Earnings, Regional Banks Report, Super Bowl in Vegas

Rail Company Earnings, Regional Banks Report, Super Bowl in Vegas

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Bloomberg Intelligence Senior Transportation & Logistics Analyst Lee Klaskow joins to discuss earnings from Norfolk Southern, ...

26 Jan 202442min

Airlines Report, IBM and Tesla Earnings Recap, Outlook on the Markets

Airlines Report, IBM and Tesla Earnings Recap, Outlook on the Markets

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Bloomberg Intelligence Senior Technology Analyst Anurag Rana joins to recap IBM earnings. Bloomberg Intelligence Senior Aerosp...

25 Jan 202435min

Baker Hughes Reports, Netflix Earnings Recap, and Market Outlook

Baker Hughes Reports, Netflix Earnings Recap, and Market Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Lorenzo Simonelli, CEO of Baker Hughes, joins to discuss the company's earnings and outlook for 2024. Bloomberg Intelligence S...

24 Jan 202440min

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