Emerging Markets Selloff Presents Buying Opportunities: Dennis

Emerging Markets Selloff Presents Buying Opportunities: Dennis

Geoff Dennis, Head of Global Emerging Market Strategy at UBS Securities, on emerging markets and why he thinks the gloom over EM equities is overdone. Ferdinando Giugliano, Bloomberg Opinion columnist in Rome, on the populist government plan in Italy, and how Italian/euro assets are being impacted. Dan Moss, Economics Editor and columnist for Bloomberg Opinion, on China casting doubt on report of a $200 billion trade deficit. Aaron Brown, Bloomberg Opinion columnist and former Head of Financial Market Research at AQR Capital Management, on pension funds, market valuations, and cryptocurrencies.

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Episoder(3332)

Debt Limit Latest, Gen Z Financial Independence

Debt Limit Latest, Gen Z Financial Independence

Dr. Lori Esposito Murray, President of the Committee on Economic Development from the Conference Board, joins to discuss the debt ceiling drama and outlook of the US economy ahead of a potential June ...

1 Jun 202335min

Debt-Ceiling Drama and Adobe's AI Push

Debt-Ceiling Drama and Adobe's AI Push

Ashley Still, SVP and Creative/Digital Media Lead at Adobe, discusses the company’s AI push. Laird Landman, Generalist Portfolio Manager at TCW, joins the program to talk markets and investing. Quincy...

31 Mai 202332min

BONUS EPISODE: Jamie Dimon Exclusive Interview

BONUS EPISODE: Jamie Dimon Exclusive Interview

Jamie Dimon is in Shanghai for JPMorgan's China summit. It's the first time the bank's flagship event is being held in person since 2019. Bloomberg News sat down for a wide-ranging, exclusive intervie...

31 Mai 202318min

The Month in Retail, China's Rare Earth Metal Export Ban

The Month in Retail, China's Rare Earth Metal Export Ban

Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to discuss the month in retail and what we’re learning about the American consumer. Sam Dunlap, CIO at Angel Oak Capital Ad...

30 Mai 202342min

Debt Ceiling, Markets, Retail, and Diamonds (Podcast)

Debt Ceiling, Markets, Retail, and Diamonds (Podcast)

Ira Jersey, Chief US Interest Rate Strategist with Bloomberg Intelligence, and Anna Wong, Chief US Economist with Bloomberg Economics, join the show to discuss the debt ceiling. Michael McKee also joi...

26 Mai 202343min

Nvidia, Ukraine, Retail, and AI (Podcast)

Nvidia, Ukraine, Retail, and AI (Podcast)

Dan Ives, Senior Equity Analyst at WedBush Securities, and Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, join for a tech roundtable discussion. They talk about Nvidia and artificial in...

25 Mai 20231h 7min

Debt Ceiling, Retail, Noom, and Netflix (Podcast)

Debt Ceiling, Retail, Noom, and Netflix (Podcast)

Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, joins to discuss the FX and dollar implications of a debt ceiling default, and also discusses her note on the strength of th...

24 Mai 202354min

Debt Ceiling, DHL, TikTok, Commodities, and Ukraine (Podcast)

Debt Ceiling, DHL, TikTok, Commodities, and Ukraine (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the debt ceiling and treasuries. Liz McCormick, Chief Correspondent: Global Macro Markets with Bloomberg News, joins...

24 Mai 20231h 3min

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