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(3352)

McCormick-Reckitt Could Be Kraft-Heinz's Worst Nightmare, Flickinger Says

McCormick-Reckitt Could Be Kraft-Heinz's Worst Nightmare, Flickinger Says

Burt Flickinger, the managing director at Strategic Resource Group, talks about McCormick & Co. acquiring Reckitt Benckiser Group Plc's food business for $4.2 billion. Frank Bien, CEO of Looker, and M...

19 Jul 201730min

Why Intrepid's Travis Likes Leucadia

Why Intrepid's Travis Likes Leucadia

Mark Travis, president and CEO of Intrepid Capital, tells Pimm Fox and Lisa Abramowicz his current stock picks and why he likes Leucadia National. Erik Hirsch, the vice chairman and head of strategic ...

18 Jul 201725min

Why Carson Block's Short on Bank of Ozarks Has Failed

Why Carson Block's Short on Bank of Ozarks Has Failed

George Gleason, CEO and chairman of Bank of the Ozarks, talks about the bank's growth and high safety standards, defying Carson Block's 2016 SOHN conference short idea. Bloomberg's Gabrielle Coppola d...

17 Jul 201728min

Bond Market Is Detaching From U.S. Policy and Looking Globally, Vogel Says

Bond Market Is Detaching From U.S. Policy and Looking Globally, Vogel Says

Jim Vogel, an interest rate strategist at FTN Financial, discusses the bond market, inflation and rates outlook. Bob Eisenbeis, the vice chairman and chief monetary economist at Cumberland Advisors an...

14 Jul 201729min

Revised GOP Bill Looking More Like Obamacare, Nisen Says

Revised GOP Bill Looking More Like Obamacare, Nisen Says

Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about the GOP's newly revised Trumpcare bill. Carl Riccadonna, the chief U.S. economist for Bloomberg Intelligence, weighs in on Fed...

13 Jul 201717min

Inflation Objectives Unlikely if Tightening Accelerates, Riccadonna Says

Inflation Objectives Unlikely if Tightening Accelerates, Riccadonna Says

Mike Regan, the lead blogger for Bloomberg's Markets Live blog, Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, and Chris Condon, a Fed reporter at Bloomberg, talk about Fed Chair Yell...

12 Jul 201712min

Fed Warnings on Asset Prices Could Sour Market, Maley Says

Fed Warnings on Asset Prices Could Sour Market, Maley Says

Matt Maley, an equity strategist at Miller Tabak & Co., talks about bank earnings and why Congress needs to shoulder responsibility for the lack of fiscal policy. Max Nisen, a Bloomberg Gadfly columni...

11 Jul 201727min

Central Banks Going Too Far With Tightening, Bianco Says

Central Banks Going Too Far With Tightening, Bianco Says

Jim Bianco, the president and founder of Bianco Research, talks about the fixed income market, investing, inflation and the Fed. Jitendra Waral, a global Internet and consumer electronics analyst at B...

10 Jul 201729min

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