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(3345)

Mnuchin: Following Law In Seeking Return of Fed Funds

Mnuchin: Following Law In Seeking Return of Fed Funds

Bloomberg's Saleha Mohsin, U.S. Treasury reporter, and Mike McKee, International Economics & Policy Correspondent, discuss Treasury Secretary Steven Mnuchin clashing with the Fed over returning unused...

20 Nov 202028min

How to Tweak the 60/40 Portfolio to Boost Yield: Ritholtz

How to Tweak the 60/40 Portfolio to Boost Yield: Ritholtz

Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the 60-40 portfolio. Ataman Ozyildirim, Senior Director, Economics & Glob...

19 Nov 202024min

Boeing Max Is Back, Cash Generation to Return in 2021: Ferguson

Boeing Max Is Back, Cash Generation to Return in 2021: Ferguson

George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Boeing Max cleared to fly by the FAA, and Sarah Ponczek, Bloomberg cross-asset reporter, on markets and ass...

18 Nov 202031min

Get Ready For Another Round Of Toilet Paper Panic

Get Ready For Another Round Of Toilet Paper Panic

Burt Flickinger, Managing Director at Strategic Resource Group, on retail earnings and why the covid supply shock hasn't improved. Ben Slavin, Global Head of ETFs, Asset Servicing, at BNY Mellon, on t...

17 Nov 202027min

Bonus: Game Changers, Part 3

Bonus: Game Changers, Part 3

As the earth is facing an increasingly consequential climate crisis, inquisitive minds all over the globe are hard at work trying to find solutions. Many of them have been able to translate their eure...

17 Nov 202011min

Moderna CEO: 'Game-Changer' Vaccine Is Easier To Ship

Moderna CEO: 'Game-Changer' Vaccine Is Easier To Ship

Moderna CEO Stephane Bancel speaks with Bloomberg's Alix Steele and Guy Johnson on the company's covid vaccine trials, found to be 94% effective. Sam Fazeli, Senior Pharmaceutical Analyst and Head of ...

16 Nov 202019min

Biden Should Reverse China Tariff Fiasco: HFE's Weinberg

Biden Should Reverse China Tariff Fiasco: HFE's Weinberg

Dr. Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on his outlook for the U.S. economy, and how the US-China relationship will look under Biden. Tara Lachapelle,...

13 Nov 202028min

Weary Market Eager To Look Beyond Trump Chaos: Ritholtz

Weary Market Eager To Look Beyond Trump Chaos: Ritholtz

Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses Trump's fraudulent election claims, stimulus, and central banks. Tai Lope...

12 Nov 202031min

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