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(3341)

IMF's Adrian on Tackling the Uneven Global Recovery

IMF's Adrian on Tackling the Uneven Global Recovery

Tobias Adrian, Financial Counsselor, Director of the IMF's Monetary and Capital Markets Department, on the IMF’s spring meeting and growth outlook. Sonali Basak, Bloomberg Wall Street reporter, and Al...

6 Apr 202129min

Leverage 'Party' Is At Root of Fund Blowups: Ben Hunt

Leverage 'Party' Is At Root of Fund Blowups: Ben Hunt

Ben Hunt, Co-founder and Chief Investment Officer at Second Foundation Partners, and publisher of Salient Theory, on the common denominator for the Archegos, Greensill and Melvin Capital implosions. D...

5 Apr 202126min

Employers Must Be Flexible or Face Worker 'Revolt': Deloitte

Employers Must Be Flexible or Face Worker 'Revolt': Deloitte

Erica Volini, Deloitte’s Global Human Capital leader, on how workers and companies are viewing the return to work. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, ...

1 Apr 202128min

TCW's Landmann: Good Time To Get Exposure If 10Yr UST Hits 2%,

TCW's Landmann: Good Time To Get Exposure If 10Yr UST Hits 2%,

Laird Landmann, Co-Director of Fixed Income at TCW, on bond markets and how traders will absorb Biden’s spending plan. Nathan Sheets, Chief Economist and Head of Global Macreconomic Research at PGIM F...

31 Mar 202126min

Volvo USA CEO on Chip Shortage, EV Market, Polestar 1

Volvo USA CEO on Chip Shortage, EV Market, Polestar 1

Anders Gustafsson, Head of Volvo Americas Region, and President and CEO of Volvo Car USA, on their new parental leave program, impact from the chip shortage, EVs and new Polestar 1. David Field, Chair...

30 Mar 202125min

Archegos Blowup Likely To Draw SEC Scrutiny On Leverage

Archegos Blowup Likely To Draw SEC Scrutiny On Leverage

Sonali Basak, Bloomberg Wall Street reporter, on the fallout from the liquidation of Bill Hwang’s Archegos Capital Management. Tom Stringer, leader of accounting firm BDO’s U.S. site selection team, o...

29 Mar 202126min

JHU's Sauer: New Merck Covid Pill Treatment Is Thrilling

JHU's Sauer: New Merck Covid Pill Treatment Is Thrilling

Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus: Merck’s new covid pill treatment. Hans Olsen, CIO of Fiduciary Trust C...

26 Mar 202127min

Our Vaccine Passports Already Being Deployed: TPT Med Tech

Our Vaccine Passports Already Being Deployed: TPT Med Tech

Stephen Thomas, CEO of TPT Global Tech, on their vaccine passport already being deployed in Jamaica’s airports. Satish Jindel, President of SJ Consulting, on the stuck container ship in the Suez canal...

25 Mar 202127min

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