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)

Government Shutdown, Real Estate, and Tesla

Government Shutdown, Real Estate, and Tesla

Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, and Jordan Fabian, White House reporter with Bloomberg News, join for a roundtable discussion on the potential US government shutdown an...

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Bonus Episode: Bloomberg Hot Pursuit!

Bonus Episode: Bloomberg Hot Pursuit!

Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.     If you like this episode, download mor...

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Introducing: Elon, Inc.

Introducing: Elon, Inc.

At Bloomberg, we’re always talking about the biggest business stories, and no one is bigger than Elon Musk. In this new chat weekly show, host David Papadopoulos and a panel of guests including Busine...

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Jay Powell, Polestar, Markets, and Veterans

Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, joins to talk about the eco impact of a government shutdown, the balance of power in the Senate, and impact on the economy and legislati...

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ETFs, Disney, and CRE

ETFs, Disney, and CRE

David Bahnsen, founder and Chief Investment Officer at The Bahnsen Group, joins to talk about markets, stock picks, and the launch of his new ETF, the TBG Dividend Focus ETF. Michael Nathanson, Foundi...

9 Nov 202333min

CT Finances, Yields, Obesity Drugs, and Cars

CT Finances, Yields, Obesity Drugs, and Cars

Sean Scanlon, State Comptroller for Connecticut, joins to discuss Connecticut finances, outlook for fiscal spending, balancing budgets, and other state initiatives. Sam Fazeli, head of Euro Research a...

8 Nov 202338min

Regional Banks, CLOs, and ETFs

Regional Banks, CLOs, and ETFs

Frank Sorrentino, CEO of ConnectOne Bank, joins to discuss his outlook for the economy and Fed, what ConnectOne is seeing in construction lending, as well as other pressures on regional banks. Thomas ...

6 Nov 202334min

Introducing: Bloomberg Hot Pursuit!

Introducing: Bloomberg Hot Pursuit!

Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.     If you like this episode, download mor...

4 Nov 202324min

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