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.

See omnystudio.com/listener for privacy information.

Episoder(3335)

Markets, Crypto, Porsche, And The Queen (Podcast)

Markets, Crypto, Porsche, And The Queen (Podcast)

William Huston, CIO at Bay Street Capital Holdings, joins the show to discuss markets and investing outlook. Markus Schomer, Managing Director and Chief Economist at Pinebridge Investments, joins the ...

19 Sep 202234min

Private Equity, EVs, And Rails (Podcast)

Private Equity, EVs, And Rails (Podcast)

Andrea Auerbach, Head of Private Investments at Cambridge Associates, joins the show to talk about private equity and weathering the storms of inflation and market volatility. Elisabeth Behrmann, head...

16 Sep 202233min

Retail Sales, AI Investing, EVs, And Adobe (Podcast)

Retail Sales, AI Investing, EVs, And Adobe (Podcast)

Anjee Solanki, National Director of Retail, US at Colliers (NASDAQ: CIGI), joins the show to discuss August retail sales, consumer strength, and inflation. Brent Schutte, Chief Investment Strategist a...

15 Sep 202239min

The Markets, The Cloud, The Merge, And A Rail Strike

The Markets, The Cloud, The Merge, And A Rail Strike

Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show for his weekly hit to discuss his weekly column on why the Fed raising rates will do “nothing” to help curb higher prices. A...

14 Sep 202230min

Inflation Data Tops Estimates, Markets React (Correct)

Inflation Data Tops Estimates, Markets React (Correct)

Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey joins the show to parse through higher than expected inflation data. Shawn Cruz, Senior Manager, Trader Services and Client Advocacy...

13 Sep 202244min

Inflation Data Outlook, Fintech, SALT, Ukraine Latest

Inflation Data Outlook, Fintech, SALT, Ukraine Latest

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, LLC, joins the show to discuss her outlook on the Fed with CPI data due this week. David Dietze, managing principal and Senior...

12 Sep 202233min

Queen Elizabeth, Bond Market, Compound King ETFs

Queen Elizabeth, Bond Market, Compound King ETFs

Bloomberg Opinion Columnist John Authers joins the show to discuss the life and legacy of Queen Elizabeth II, while also discuss the immediate impact of her death on the UK. Adam Coons, portfolio mana...

9 Sep 202225min

The Fed, ECB, M&A, And Rising Prices

The Fed, ECB, M&A, And Rising Prices

Neil Grossman, former CIO at TKNG Capital, joins the show to talk about the Fed and Jay Powell’s path to crushing inflation. Ted Smith, co-founder and president at Union Square Advisors, joins the sho...

8 Sep 202232min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
utbytte
pengesnakk
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
lederpodden
okonomiamatorene
finansredaksjonen
rss-markedspuls-2
stormkast-med-valebrokk-stordalen
rss-andelige-tanker-med-camillo
rss-finanslunsj