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.

See omnystudio.com/listener for privacy information.

Episoder(3342)

The Fed, China, and ETFs (Podcast)

The Fed, China, and ETFs (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed, rate hike outlook, and the probability of a US recession in 2023. Leland Miller, CEO of the China Beige Boo...

3 Jan 202352min

Markets, Trump’s Taxes, and Energy (Podcast)

Markets, Trump’s Taxes, and Energy (Podcast)

Joe Gilbert, Portfolio Manager with Integrity Asset Management, joins to talk markets and outlook for 2023. Bloomberg reporter Laura Davison discusses what we’ve learned about Donald Trump’s taxes aft...

30 Des 202230min

Markets, Travel, and Cannabis (Podcast)

Markets, Travel, and Cannabis (Podcast)

Callie Cox, Investment Analyst at Etoro, discusses markets and investing. Ken Shea, Senior Analyst with Bloomberg Intelligence, joins to talk about the business of cannabis with the legalization of ma...

29 Des 202230min

Real Estate, Markets, and Energy (Podcast)

Real Estate, Markets, and Energy (Podcast)

Richard Hill, Senior VP and Head of Real Estate Strategy & Research at Cohen & Steers Capital, gives his outlook for the real estate market in 2023. Kim Forrest, Chief Investment Officer and founder o...

28 Des 202236min

China Reopens Borders, Freight Innovations, Markets

China Reopens Borders, Freight Innovations, Markets

Kathleen Entwist, Managing Director at Morgan Stanley joins the show to discuss markets following the holiday weekend and the response to China removing quarantine guidelines at their borders. Robert ...

27 Des 202230min

Inflation Data, Crypto Legislation, EV Outlook

Inflation Data, Crypto Legislation, EV Outlook

Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence joins the program to discuss how traders are digesting today's economic data ahead of the holiday weekend. Nathan Dean, Senior US Poli...

23 Des 202233min

CarMax, CPI Secrecy, Ukraine, and Scott Minerd (Podcast)

CarMax, CPI Secrecy, Ukraine, and Scott Minerd (Podcast)

Kevin Tynan, senior autos analyst with Bloomberg Intelligence joins the program to talk about CarMax stock. Phil Palumbo, CEO and founder of Palumbo Wealth Management, joins the show to discuss outloo...

22 Des 202247min

BOJ, Ukraine, Markets, and AI (Podcast)

BOJ, Ukraine, Markets, and AI (Podcast)

Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, joins to discuss her latest research on the Bank of Japan and outlook for the Japanese economy and its effects globally. Tam...

21 Des 202239min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
pengepodden-2
finansredaksjonen
pengesnakk
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
okonomiamatorene
rss-sunn-okonomi
tid-er-penger-en-podcast-med-peter-warren
lederpodden
rss-markedspuls-2
rss-andelige-tanker-med-camillo
rss-impressions-2
rss-fa-makro