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(3347)

It's Always Time to Talk Donuts

It's Always Time to Talk Donuts

Seema Shah, Senior Consumer Analyst for Bloomberg Intelligence  has her retail preview ahead of retail sales data release. Also in studio is Buzzy Geduld, CEO of Cougar Capital and Nancy Geduld Vice P...

11 Mar 201926min

Economy Is Strong But Beware Of Auto Tariffs: BNY's Levine:

Economy Is Strong But Beware Of Auto Tariffs: BNY's Levine:

Alicia Levine, BNY Mellon Chief Strategist: Investment Management, discusses market reaction to jobs data and outlook for global markets. Dr. Ellen Wald, President of Transversal Consulting and Bloomb...

8 Mar 201928min

We're Pretty Late In The Credit Cycle: TCW's Rivelle

We're Pretty Late In The Credit Cycle: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit market and current investment strategy. Shira Ovide, Bloomberg Opinion technology columnist, discusses why the busine...

7 Mar 201928min

2008 Crisis Lesson: Be Greedy When Others Are Fearful

2008 Crisis Lesson: Be Greedy When Others Are Fearful

Charlie Bobrinskoy, Vice Chairman, Head of the Investment Group and Portfolio Manager at Ariel Investments, discusses markets, and weathering a downturn. Karen Ubelhart, Senior Industrials Analyst for...

6 Mar 201927min

Target Will Benefit Most From Retailer Bankruptcies (Podcast)

Target Will Benefit Most From Retailer Bankruptcies (Podcast)

Burt Flickinger, Managing Director for Strategic Resource Group, on Target and Kohl's, and the retail landscape.  Atish Davda, CEO of EquityZen, on the Lyft roadshow and upcoming IPOs. Shawn Matthews,...

5 Mar 201928min

Market Surprise Will Be A Blowup From Europe: Ezrati

Market Surprise Will Be A Blowup From Europe: Ezrati

Milton Ezrati, independent economics and investment strategy consultant and chief economist for Vested, discusses why Europe is a slow-moving car crash. Greg La Blanc, Lecturer at Haas School of Busin...

4 Mar 201926min

We Are In The Age of Surveillance Capitalism: Zuboff (Podcast)

We Are In The Age of Surveillance Capitalism: Zuboff (Podcast)

Shoshana Zuboff, Profesor Emerita At Harvard Business School, discusses her new book THE AGE OF SURVEILLANCE CAPITALISM: The Fight for a Human Future at the New Frontier of Power.  Mandeep Singh, Seni...

1 Mar 201928min

Hi-Yield Opportunity In Beat-Down California Utilities (Podcast)

Hi-Yield Opportunity In Beat-Down California Utilities (Podcast)

Greg Hahn, President and CIO of Winthrop Capital Management, on his current investment outlook and opportunities in high yield. Dr. Sam Natapoff, President of Empire Global Ventures, on China trade ta...

28 Feb 201926min

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