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(3349)

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DoorDash Frenzy Shows Big Need For Retail Access to Pre-IPO Shares

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Michelle Cortez, Health, Science and Medical Technology Reporter for Bloomberg, on AstraZeneca and Oxford's 'remarkable' covid-19 vaccine results. Dan Ives, Managing Director, Equity Research at Wedbu...

8 Des 202033min

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Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on the November jobs report and outlook for the economy. Christy Hill, Head of Americas Asset Management and Global Head of ESG, PGIM Rea...

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Paul Benson, Head of Fixed Income Efficient Beta at Mellon, a BNY Mellon Investment Management firm, discusses his outlook for the fallen angels’ universe. Victoria Espinel, CEO of BSA | The Software ...

3 Des 202029min

How The Ultra-Rich Are Investing After Biden Win: Tiger 21

How The Ultra-Rich Are Investing After Biden Win: Tiger 21

Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra wealthy are investing under a Biden presidency. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research for Bloomberg Intelligence, ...

2 Des 202028min

Covid Has Significantly Accelerated ESG Investing: PGIM Head of ESG

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BLOOMBERG MARKETS SPECIAL ON ESG INVESTING: Eugenia Jackson, Head of environmental, social & governance (ESG) research at PGIM Fixed Income, on the growth of ESG investing. Katherine Neiss, PhD, Chief...

1 Des 202029min

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30 Nov 202026min

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