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(3328)

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Jay Powell, Polestar, Markets, and Veterans

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...

10 Nov 202336min

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...

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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

Enbridge, Fed, BMW, and SBF

Enbridge, Fed, BMW, and SBF

Greg Ebel, CEO at Enbridge (NYSE: ENB), joins to discuss earnings, the oil industry, and how it’s being impacted by mergers as well as geopolitical conflicts. Jay Hatfield, CEO at Infrastructure Capit...

3 Nov 202337min

Six Flags, Meta, and Markets

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Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to discuss the FOMC decision. Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to discuss the merger between Six F...

2 Nov 202343min

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