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(3335)

Travel Ban Puts $1 Billion of Tourism at Risk, Mayor Walsh Says

Travel Ban Puts $1 Billion of Tourism at Risk, Mayor Walsh Says

In this special episode of P&L, recorded live at Symphony Hall in Boston, we take a look at the city in the age of Trump. First up: Mayor Marty Walsh talks about the potential impact of an immigration...

7 Mar 201730min

Eric Balchunas on How Important Fees Are to Fund Performance

Eric Balchunas on How Important Fees Are to Fund Performance

Eric Balchunas, an ETF analyst at Bloomberg Intelligence, discusses active versus passive management and the ongoing pressure on fees at asset managers. Joe Mysak, an editor at Bloomberg Briefs Munici...

3 Mar 201727min

Math Doesn't Add Up on Trump's Infrastructure Plan, Sen Says

Math Doesn't Add Up on Trump's Infrastructure Plan, Sen Says

Conor Sen, a Bloomberg View columnist and money manager at New River Investments, says Donald Trump's infrastructure plan would require an additional 570,000 construction workers. David Kudla, CEO and...

2 Mar 201726min

WSJ Coverage Boosted Fed 'Message' on March Hike, Reinhart Says

WSJ Coverage Boosted Fed 'Message' on March Hike, Reinhart Says

Vincent Reinhart, the chief economist at Standish Mellon Asset Management, says the Wall Street Journal's coverage of the Fed's January meeting shaped the probability of a March rate hike. Neil Dwane,...

1 Mar 201725min

Eaton Vance's Peabody Sees Opportunities in High-Yield

Eaton Vance's Peabody Sees Opportunities in High-Yield

Burt Flickinger, managing director at Strategic Resource Group, discusses Target's earnings and outlook. Henry Peabody, co-manager of the Eaton Vance Multi-Sector Bond Fund, discusses the fixed-income...

28 Feb 201728min

Premier CEO Expects Obamacare Replacement to Take Three Years

Premier CEO Expects Obamacare Replacement to Take Three Years

Premier CEO Susan DeVore discusses the impact on hospitals of the Trump administration's plan to overhaul the Affordable Care Act. Bloomberg's Noah Buhayar discusses Warren Buffett's annual letter to ...

27 Feb 201732min

Obamacare Replacement to Cover Fewer People, Sparking Blowback

Obamacare Replacement to Cover Fewer People, Sparking Blowback

Zach Tracer, a health care reporter at Bloomberg, says blowback from constituents is growing as the GOP's Obamacare replacement will result in fewer Americans being covered by health insurance. Poonam...

24 Feb 201722min

Most of Tesla's Value Lies in Its Expectations, Denning Says

Most of Tesla's Value Lies in Its Expectations, Denning Says

Liam Denning, a Bloomberg Gadfly energy columnist, says most of Tesla's value lies in what people expect the company to be doing five or 10 years from now. Krishna Memani, chief investment officer at ...

23 Feb 201729min

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