EM Countries With Weaker Fundamentals See Repricing: BBH's Thin

EM Countries With Weaker Fundamentals See Repricing: BBH's Thin

Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on emerging markets, currencies, and Turkey in freefall. Matt Miskin, market strategist for John Hancock Investments, on why the yield curve will invert if the Fed hikes four times. Logan Mohtashami, Senior Loan Officer for AMC Lending, on why there is no such thing as affordable housing in America. Leigh Curyer, CEO of uranium mining company NexGen Energy, on how Russia may countersanction uranium, and the outlook for nuclear energy.

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Episoder(3344)

Despite All the Noise, PPE Is Only 1% of 3M's Bottom Line

Despite All the Noise, PPE Is Only 1% of 3M's Bottom Line

Karen Ubelhart, Senior Industrials analyst for Bloomberg Intelligence, on 3M and Caterpillar earnings. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on why the o...

28 Apr 202033min

Trump Threatens Post Office As Way To Settle Amazon Score

Trump Threatens Post Office As Way To Settle Amazon Score

Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column, "Trump Views Post Office as Way to Settle Scores." Nick Bloom, Economics Professor at Stanford, and senior fellow at the Stanfor...

27 Apr 202023min

We're Built For A Time Like This: New York Life CEO

We're Built For A Time Like This: New York Life CEO

Ted Mathas, Chairman and CEO of New York Life, on how the coronavirus is impacting the insurance industry. Sam Fazeli, Director of Research, EMEA, for Blooomberg Intelligence, on Gilead's drug trial f...

24 Apr 202027min

Home Health Care Referrals Are Surging: BrightStar Care CEO

Home Health Care Referrals Are Surging: BrightStar Care CEO

Shelly Sun, Founder & CEO of BrightStar Care, discusses the impact of the coronavirus on the home health care business. John Tobin, portfolio manager at Epoch Investment Partners, on why companies sho...

23 Apr 202031min

I Can't Remember A More Difficult Time For EM: Bill Rhodes

I Can't Remember A More Difficult Time For EM: Bill Rhodes

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on why G20 needs to come together to recover the global economy. Everett Millman, Precious Metals Specialist at ...

22 Apr 202031min

Saudis Go In For The Kill As They Target U.S. Oil Producers

Saudis Go In For The Kill As They Target U.S. Oil Producers

John Kilduff, Founder of Again Capital, on the oil market collapse, and what comes next. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses how the Fed is trying to con...

21 Apr 202027min

Flattened Curve Doesn't Mean The Dying Is Ending Anytime Soon

Flattened Curve Doesn't Mean The Dying Is Ending Anytime Soon

Cathy O'Neil, mathematician and Bloomberg Opinion columnist, on how "flattening the curve" is misleading. Vincent Cignarella, Global Macro Strategist for Bloomberg, on how the oil price collapse is im...

20 Apr 202023min

The Pandemic Could End Shareholder Supremacy For Good: Joe Nocera

The Pandemic Could End Shareholder Supremacy For Good: Joe Nocera

Joe Nocera, Bloomberg Opinion columnist, discusses his column: Pandemic Could End Shareholder Supremacy for Good. Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank, wit...

17 Apr 202025min

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