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(3351)

Biz Travel Downtrend Benefits Our Model: Booking CEO Fogel

Biz Travel Downtrend Benefits Our Model: Booking CEO Fogel

Glenn Fogel, President and CEO of Booking Holdings, on the status of their cost controls and outook for the travel industry. New PGA Champion Collin Murikawa discusses his historic win, and what's nex...

11 Aug 202030min

U.S. Oil Supply Glut Poised To Tighten in 6-9 Mos.: Canary CEO

U.S. Oil Supply Glut Poised To Tighten in 6-9 Mos.: Canary CEO

Dan Eberhart, private equity investor and CEO of oilfield services firm Canary, LLC, discusses an inflection point in the U.S. energy bloodbath. Danielle DiMartino Booth, CEO and Chief Strategist for ...

10 Aug 202027min

Monoclonal Antibody Treatment For Covid shows Promise: JHU's Sauer

Monoclonal Antibody Treatment For Covid shows Promise: JHU's Sauer

Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on covid vaccine and treatments, and school re-openings. Marvin Loh, Senior Global Macro Strategist, State Street Glob...

7 Aug 202033min

Corporate Chieftains Should Talk Less, Pay More: Kaissar

Corporate Chieftains Should Talk Less, Pay More: Kaissar

Nir Kaissar, Bloomberg Opinion columnist and Founder of Unison Advisors, discusses his column: "Corporate Chieftains Can Talk Less, Pay More." Katherine Doherty, distressed reporter for Bloomberg, on ...

6 Aug 202028min

Trump Has No Plan To Open Schools Safely: AFL-CIO's Weingarten

Trump Has No Plan To Open Schools Safely: AFL-CIO's Weingarten

Randi Weingarten, President of American Federation of Teachers (AFL-CIO), discusses what teachers need for schools to reopen safely. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloom...

5 Aug 202028min

A Tale of Two Cities Emerges In Commercial Real Estate

A Tale of Two Cities Emerges In Commercial Real Estate

Tom Stringer, leader of accounting firm BDO’s U.S. site selection team, on Facebook leasing space in NY, and how the pandemic is impacting corporate real estate. Lauren Simmons, entrepreneur and forme...

4 Aug 202029min

Why A TikTok-Microsoft Deal Solves A Lot of Problems

Why A TikTok-Microsoft Deal Solves A Lot of Problems

Tae Kim, Bloomberg Opinion technology columnist, on his column: "A TikTok-Microsoft Deal Might Solve Everything." Alan Baum, auto analyst and Principal at Baum and Associates, on why he expects a poor...

3 Aug 202030min

FAANG Can Go Another 25-30% Higher by Mid-2021: Wedbush's Ives

FAANG Can Go Another 25-30% Higher by Mid-2021: Wedbush's Ives

Dan Ives, Equity Analyst at Wedbush Securities, on mega-cap tech earnings: Apple, Google, Facebook and Amazon. Gary Shilling, President of A. Gary Shilling & Co., and a Bloomberg Opinion columnist, di...

31 Jul 202032min

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