Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy

Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy

Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now. Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, discusses why gold is plunging so much. Scott Mushkin, Managing Director of Consumer Research at Wolfe Research, on Home Depot earnings, and a preview of Walmart and Target. Christopher Balding, Bloomberg Opinion columnist, on China's economy, the trade war and what China really wants.

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Episoder(3319)

Instant Reaction: Tesla Earnings Miss Despite A Sales Surge

Instant Reaction: Tesla Earnings Miss Despite A Sales Surge

Tesla posted third-quarter profit that fell short of Wall Street’s expectations despite record electric-vehicle sales, a sign of the pressure automakers are facing from shifting federal policies and r...

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Netflix Shares Fall most Since 2022 as Tax Hit Spooks Investors

Netflix Shares Fall most Since 2022 as Tax Hit Spooks Investors

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, rec...

22 Okt 202526min

Warner Bros. Weighs Sale Amid Interest From Several Parties

Warner Bros. Weighs Sale Amid Interest From Several Parties

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo*Broadcasting from Commonwealth Financial Network’s 2025 National Co...

21 Okt 202521min

Apple Hits First Record of 2025 as iPhone Optimism Fuels Rebound

Apple Hits First Record of 2025 as iPhone Optimism Fuels Rebound

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa Mateo*Broadcasting from Commonwealth Financial Network’s 2025 National Co...

20 Okt 202516min

BI Weekend: US Banks, Domino’s, LVMH Earnings

BI Weekend: US Banks, Domino’s, LVMH Earnings

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses OpenAI a...

17 Okt 202538min

Amex Earnings Top Estimates as Platinum Card Demand Surges

Amex Earnings Top Estimates as Platinum Card Demand Surges

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ben Elliott, Bloomberg Intelligence Consumer Finance Analyst, disc...

17 Okt 202518min

Nestlé to Slash 16,000 Jobs as New CEO Speeds Up Turnaround

Nestlé to Slash 16,000 Jobs as New CEO Speeds Up Turnaround

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Duncan Fox, Bloomberg Intelligence Senior Consumer Staples Analyst,...

16 Okt 202523min

BlackRock’s GIP Buys Aligned Data Centers in $40 Billion Bet

BlackRock’s GIP Buys Aligned Data Centers in $40 Billion Bet

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Caroline Hyde, BTech Co-Anchor, discusses some of the top tech stor...

15 Okt 202523min

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