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(3350)

Political 'Mess' Is Clouding Strategy: Federated's Orlando

Political 'Mess' Is Clouding Strategy: Federated's Orlando

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on how the election and White House covid crisis are clouding investment strategy. Bess Freedm...

5 Okt 202028min

How Chaos In DC Is Impacting The Economy: FHN's Low

How Chaos In DC Is Impacting The Economy: FHN's Low

Chris Low, Chief Economist at FHN Financial, on how markets view Trump's covid diagnosis and the election, and his current economic outlook. Tom Gimbel, CEO of global staffing company LaSalle Network,...

2 Okt 202029min

A 2-6-Month Lasting 'Vaccine' Could Soon See Approval: Fazeli

A 2-6-Month Lasting 'Vaccine' Could Soon See Approval: Fazeli

Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, on his column: "Trump Could Get His Vaccine Before Election Day." Jessica Caldwell, Executive Director of...

1 Okt 202028min

Disney Cuts Lay Bare That 'Normal' Isn't On The Horizon

Disney Cuts Lay Bare That 'Normal' Isn't On The Horizon

Tara Lachapelle, Bloomberg Opinion media columnist, discusses her column: "Not Even Disney Can Live on Dreams Forever." Bryan Whalen, Group Managing Director for TCW’s Fixed Income Group, on sticking ...

30 Sep 202029min

Ex-CDC Director: Slim Chance To Contain NYC Covid Clusters

Ex-CDC Director: Slim Chance To Contain NYC Covid Clusters

Dr.Tom Frieden, former CDC Director and President and CEO of Resolve to Save Lives, on the surge in coronavirus cases. Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, discusses h...

29 Sep 202030min

Financially-Squeezed Trump Is A National Security Risk: O'Brien

Financially-Squeezed Trump Is A National Security Risk: O'Brien

Timothy O'Brien, Senior Columnist for Bloomberg Opinion, discusses his column: "Trump's Taxes Show He's a National Security Threat." "Banker to the World" Bill Rhodes, former Chairman of Citibank and ...

28 Sep 202029min

Amy Coney Barrett's Impact on the Supreme Court

Amy Coney Barrett's Impact on the Supreme Court

President Donald Trump says he will nominate Judge Amy Coney Barrett for the Supreme Court. If confirmed by the Senate, Barrett could cement the court’s rightward shift for a generation.Bloomberg's Da...

27 Sep 202029min

Office Leasing Won't Recover For Five Yrs: Cushman & Wakefield

Office Leasing Won't Recover For Five Yrs: Cushman & Wakefield

Rebecca Rockey, Global Head of Forecasting at Cushman & Wakefield, discusses why pricing and demand for office space will take almost five years to recover. Professor Edmund Phelps, Nobel Laureate and...

25 Sep 202028min

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