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(3345)

Market And Supply Chain Pressures

Market And Supply Chain Pressures

Tom Mantione, Managing Director with UBS Private Wealth Management, talks about the markets, investing, and economic pressures in 2022. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of Mun...

22 Feb 202221min

Markets, ETFs, and Commodities

Markets, ETFs, and Commodities

Mark Yusko, CEO and CIO of Morgan Creek Capital Management, discusses markets and gives his economic outlook for 2022. Katie Greifeld, Bloomberg QuickTake anchor and cross asset reporter with Bloomber...

18 Feb 202224min

Markets, Energy, And Esports (Podcast

Markets, Energy, And Esports (Podcast

Chris Harvey, Head of Equity Strategy at Wells Fargo, discusses investing and the economy amid rising inflation and geopolitical tensions. Angie Gildea, KPMG US Energy Sector Leader, discusses rising ...

18 Feb 202219min

Investing, ETFs, And The Economy

Investing, ETFs, And The Economy

Mark Yusko, CEO and CIO of Morgan Creek Capital Management, talks about markets, investing, and inflation. Michael McKee, Global Chief Economist for Bloomberg News, discusses the Federal Reserve and t...

17 Feb 202225min

The Fed, Retail Sales, and The Great Resignation

The Fed, Retail Sales, and The Great Resignation

Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, LLC, talks about Fed minutes, inflation, and interest rates. Jennifer Lee, Senior Economist and Managing Director with BMO Capit...

16 Feb 202224min

Market Outlook And Supply Chain Constraints

Market Outlook And Supply Chain Constraints

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the treasury market and Fed pricing. Kevin Nicholson, Global Fixed Income co-CIO, co-Head of Investment Committee fr...

15 Feb 202223min

The Markets, Ukraine, Cyberthreats, And Supply Risks

The Markets, Ukraine, Cyberthreats, And Supply Risks

Katie Nixon, CIO of Wealth Management at Northern Trust, discusses economic risks and inflation in 2022. David Britton, Global Strategy for Identity & Fraud at Experian, talks about internet fraud and...

14 Feb 202222min

Interest Rates, Data Protection, And  NBC

Interest Rates, Data Protection, And NBC

Sylvia Jablonski, Chief Investment Officer, Co-Founder at Defiance ETFs, discusses inflation and investing. Gerry Smith, Bloomberg News media reporter, discusses Super Bowl ad prices, Olympic ratings,...

11 Feb 202219min

Populært innen Business og økonomi

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