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(3343)

Jobs, Midterms, and Twitter (Podcast)

Jobs, Midterms, and Twitter (Podcast)

John Gulnac, VP at Adecco, joins the show to talk about the October Jobs report. Matt Winkler, Editor-in-Chief Emeritus with Bloomberg News, joins the show to discuss his recent Opinion piece on the p...

4 Nov 202234min

Jay Powell, Tech, Credit, and Markets (Podcast)

Jay Powell, Tech, Credit, and Markets (Podcast)

Neil Grossman, former CIO at TKNG Capital, joins the show for a roundtable discussion with Danielle DiMartino Booth of Quill Intelligence about the Federal Reserve raising interest rates and the poten...

3 Nov 202238min

Supply Chain, Fixed Income, CVS, and Private Credit (Podcast)

Supply Chain, Fixed Income, CVS, and Private Credit (Podcast)

Lee Klaskow, Senior Logistics Analyst with Bloomberg News, joins the show to talk about the latest on the supply chain and shipping in the US. Natalie Trevithick, Head of Investment Grade Credit Strat...

2 Nov 202234min

Earnings, the Fed, Credit Suisse, and Midterms (Podcast)

Earnings, the Fed, Credit Suisse, and Midterms (Podcast)

Matt Palazola Senior Analyst of P&C Insurance with Bloomberg Intelligence, previews Q3 earnings for Berkshire Hathaway this weekend. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research wit...

1 Nov 202232min

Investing, Energy, China, and SCOTUS (Podcast)

Investing, Energy, China, and SCOTUS (Podcast)

Investing, Energy, China, and SCOTUS (Podcast) Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he’s put so much into cash and why he believes a defensive play will give...

31 Okt 202241min

Big Tech, Markets, Energy, and Streaming (Podcast)

Big Tech, Markets, Energy, and Streaming (Podcast)

Cam Crise, Macro Strategist with Bloomberg News, joins the show to talk tech stocks and equities. Poonam Goyal, Senior E-Commerce Analyst with Bloomberg Intelligence, joins the roundtable to break dow...

28 Okt 202236min

Credit Suisse, Markets, and Industrials (Podcast)

Credit Suisse, Markets, and Industrials (Podcast)

Alison Williams, Senior Global Banks and Asset Managers analyst with Bloomberg Intelligence, joins the show to discuss the three-year Credit Suisse restructuring plan. Matt Stucky, Senior Portfolio Ma...

27 Okt 202240min

Big Tech, Markets, and Earnings (Podcast)

Big Tech, Markets, and Earnings (Podcast)

Anurag Rana, Senior Software and IT Services analyst with Bloomberg Intelligence, and Mandeep Singh, Senior Tech analyst with Bloomberg Intelligence, join to discuss Microsoft and Alphabet earnings an...

26 Okt 202240min

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
pengesnakk
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
finansredaksjonen
lederpodden
liberal-halvtime
rss-markedspuls-2
rss-impressions-2
rss-andelige-tanker-med-camillo