$11 Billion EM Investor Is Sticking With Brazil Despite Strike

$11 Billion EM Investor Is Sticking With Brazil Despite Strike

Paul McNamara, Investment Director for emerging markets at GAM UK Ltd., discusses how the strike by Brazilian truck drivers is impacting global commodity markets. Fernando Napolitano, President and CEO of the Italian Business & Investment Initiative, discusses Italy’s governmental politics and the impact it’s having on the country's business community. Betsey Stevenson, Former Chief Economist at the US Department of Labor and Associate Professor of Public Policy at the University of Michigan, on why childhood education & high quality childcare should be a priority over free college. Lananh Nguyen, FX reporter for Bloomberg, on persisting misbehavior in the $5.1 trillion-a-day FX market.

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Episoder(3345)

China Beige Book: Could See China Growth Under 2%

China Beige Book: Could See China Growth Under 2%

Leland Miller, CEO of China Beige Book International, on their new quarterly report and China's manufacturing drop. Brooke Sutherland, Bloomberg Opinion industrials columnist, discusses Boeing's new g...

2 Mar 202025min

PGIM's Tipp: Virus Won't Likely Send US To Recession

PGIM's Tipp: Virus Won't Likely Send US To Recession

Robert Tipp, Chief Investment Strategist at PGIM Fixed Income, on potential Fed rate cuts and current investment outlook. Dr. Phil Chan, CEO of CytoSorbents (NASDAQ: CTSO), discusses the medical issue...

28 Feb 202025min

Don't See More Than 50bp Emergency Cut: Amundi's Todd

Don't See More Than 50bp Emergency Cut: Amundi's Todd

Christine Todd, Senior Managing Director & Head of U.S. Fixed Income at Amundi Pioneer, discusses how she's playing the sell-off. Ben Holland, Political economy editor for Bloomberg, on how the bond m...

27 Feb 202025min

Market Favors Investors Willing To Accept Equity Risk

Market Favors Investors Willing To Accept Equity Risk

Patrick Chovanec, Economic Adviser at Silvercrest Asset Management, on how investors should be looking at the coronavirus. Tara Lachapelle, Entertainment, Telecom & Deals Columnist for Bloomberg Opini...

26 Feb 202028min

Fed Should Cut Rates Now: Narayana Kocherlakota

Fed Should Cut Rates Now: Narayana Kocherlakota

Narayana Kocherlakota, former Minneapolis Fed President and Bloomberg Opinion columnist, discusses why the Fed shouldn't wait to cut interest rates. Jim Paulsen, Chief Investment Strategist at Leuthol...

25 Feb 202032min

Rekindled China Trade Uncertainty Amps Flight To Gold

Rekindled China Trade Uncertainty Amps Flight To Gold

Everett Millman, Precious Metals Specialist at Gainesville Coins, on the flight to gold. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discu...

24 Feb 202028min

GeoQuant Model Predicts Trump Wins In Bernie Matchup

GeoQuant Model Predicts Trump Wins In Bernie Matchup

Mark Rosenberg, founder and CEO of GeoQuant, discusses political risk and what their model says about the 2020 election. Ben Emons, Managing Director: Global Macro Strategy at Medley Global Advisors, ...

21 Feb 202029min

Facebook Had Profound Role In Enabling Trump: McNamee

Facebook Had Profound Role In Enabling Trump: McNamee

Tech venture capitalist Roger McNamee, Founder of Elevation Partners and author of "ZUCKED: Waking Up to the Facebook Catastrophe," discusses Facebook's political ad policy. Laura Davison, Bloomberg c...

19 Feb 202030min

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