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(3338)

Santos, Powell, and Obesity Drugs

Santos, Powell, and Obesity Drugs

Nicole Mallikotakis, Republican Congresswoman from New York, joins to discuss the expulsion of George Santos from Congress. Joe Mathieu, host of Bloomberg’s “Sound On” and “Balance of Power,” joins to...

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Kissinger, Musk, CRE, and AI

Kissinger, Musk, CRE, and AI

David Westin, host of Bloomberg TV and Radio’s “Wall Street Week,” joins to reflect on the life of Henry Kissinger. Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss this afterno...

30 Nov 202341min

BONUS SPECIAL: The Legacy of Henry Kissinger

BONUS SPECIAL: The Legacy of Henry Kissinger

Henry Kissinger, the child refugee who rose to become US Secretary of State and defined American foreign policy during the 1970s with his strategies to end the Vietnam War and contain communist countr...

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Special Report: Berkshire Hathaway's Charles Munger Dies at 99

Special Report: Berkshire Hathaway's Charles Munger Dies at 99

Charles Munger, the alter ego, sidekick and foil to Warren Buffett for almost 60 years as they transformed Berkshire Hathaway Inc. from a failing textile maker into an empire, has died. He was 99. For...

28 Nov 202315min

Private Credit, IPOs, and Washington

Private Credit, IPOs, and Washington

Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, on the private credit boom this year and whether it’s a bubble. Brianne Lynch, Head of Market Insight at EquityZen, joins to d...

28 Nov 202338min

Israel, Markets, and a Possible Recession

Israel, Markets, and a Possible Recession

Wendy Schiller, professor at Brown University, joins to discuss the Biden administration’s response to the Israel-Hamas war, where Congress stands with foreign aid, and outlook for 2023 in DC ahead of...

27 Nov 202334min

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Retailers, Vendors, and Gambling

Julie Van Ullen, Chief Revenue Officer at Rakuten, joins to discuss shopping on Black Friday, holiday shopping outlook, and consumer health and potential ways to save. Belinda Oakley, CEO at SodexoLIV...

24 Nov 202334min

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