$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(3346)

Criticism From All Sides, As Fed Signals More Cuts

Criticism From All Sides, As Fed Signals More Cuts

Jackson Hole/Fed roundtable with Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors and Former Director of Research at the Atlanta Fed, along with Bloomberg's Matt Boesle...

24 Aug 201925min

U.S. Pork Producers Are Forced Out of China-Led Rally

U.S. Pork Producers Are Forced Out of China-Led Rally

Christine McCracken, Animal Protein Analyst at Rabobank, discusses what’s happening with U.S. pork producers. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Ho...

22 Aug 201927min

Need-Based Retail Prevails Over Want-Based: Telsey

Need-Based Retail Prevails Over Want-Based: Telsey

Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, on Target and Lowes earnings, and the retail landscape. Morten Buttler, political reporter for Bloomberg in Copenhagen, on Preside...

21 Aug 201929min

Preparing For Negative Interest rates: Fiduciary CIO

Preparing For Negative Interest rates: Fiduciary CIO

Hans Olsen, CIO of Fiduciary Trust, on finding value in global assets. Joe Cavatoni, Managing Director, World Gold Council U.S., on the key drivers affecting global gold demand and markets. Vishal Gar...

19 Aug 201926min

Long Bond Positions Are Ripe For A Reversal: Authers (Podcast)

Long Bond Positions Are Ripe For A Reversal: Authers (Podcast)

John Authers, Senior Editor for Bloomberg Markets, on why bond proxies aren't as safe as they appear. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on Deere earnings and wh...

16 Aug 201929min

Algo Trading Could Amplify A Correction To 10 to 15%

Algo Trading Could Amplify A Correction To 10 to 15%

Matt Maley, Chief Market Strategist at Miller Tabak & Co., on how trade issue uncertainty will continue to plague markets. Burt Flickinger, Managing Director at Strategic Resource Group, on Walmart an...

15 Aug 201917min

Apparel Industry Issues Dire Warning: Prices Going Up

Apparel Industry Issues Dire Warning: Prices Going Up

Rick Helfenbein, president and CEO of the American Apparel & Footwear Association, discusses why the Trump's administration tariff delay won't mitigate its destructive impact. Axel Merk, President and...

14 Aug 201928min

Argentina Bonds Become Attractive At 40 Cents: Greer

Argentina Bonds Become Attractive At 40 Cents: Greer

Paul Greer, Portfolio Manager, Emerging Markets & FX at Fidelity International, on the short-term risk of emerging market contagion. Grady Burkett, portfolio manager at Diamond Hill Capital Management...

13 Aug 201926min

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