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(3352)

UN Draws Line Linking Khashoggi Murder To Bezos Hack

UN Draws Line Linking Khashoggi Murder To Bezos Hack

Greg Farrell, investigative legal reporter for Bloomberg, on the Saudi Crown Prince implicated in the hack of Jeff Bezos' phone. Tom Orlik, Chief Economist for Bloomberg Economics, on the economic ris...

22 Jan 202025min

Everyone Still Chasing Netflix For International Subs

Everyone Still Chasing Netflix For International Subs

Tara Lachapelle, Bloomberg Opinion media columnist, previews Netflix earnings and discusses Comcast's business model for its streaming service. Bob Mintz, Former Federal Prosecutor and Partner at McCa...

21 Jan 202027min

U.S. Shale Patch Is No Longer A Growth Market

U.S. Shale Patch Is No Longer A Growth Market

Simon Casey, Energy Americas Team Leader for Bloomberg, on Shlumberger shrinking its shale business, and what that says about peak shale. Charly Weinstein, CEO of Eisner Amper, on what business leader...

17 Jan 202027min

Why Massive Growth In Private Markets Will Continue

Why Massive Growth In Private Markets Will Continue

Kelly Rodriques, CEO of Forge, on the growth of private markets and direct public offerings in 2020. Burt Flickinger, Managing Director for Strategic Resource Group, on retail sales and what this fore...

16 Jan 202026min

Phase 1 Trade Deal Is Just The Beginning: Leland Miller

Phase 1 Trade Deal Is Just The Beginning: Leland Miller

Leland Miller, CEO of China Beige Book International, and Andy Browne, editorial director of the New Economy Forum, on the signing of the Phase 1 China trade deal. Sal Gilbertie, President, CIO and co...

15 Jan 202039min

Consumers Are Really Driving Banking Industry: Leon

Consumers Are Really Driving Banking Industry: Leon

Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings. Mark Gilbert, Bloomberg Opinion columnist covering asset management, discusses his column,"BlackRock's Cli...

14 Jan 202028min

Machines Are Replacing Wall Street's Bonus Culture

Machines Are Replacing Wall Street's Bonus Culture

Lananh Nguyen, finance reporter for Bloomberg, on the end of the bonus culture on Wall Street. Rick Helfenbein, former Chairman, President & CEO of the American Apparel & Footwear Association, on why ...

13 Jan 202025min

Oil Pressure Is To The Downside, Ex-Iran: Kilduff

Oil Pressure Is To The Downside, Ex-Iran: Kilduff

John Kilduff, Founding Partner of Again Capital, on oil markets and Iran. Bart Van Ark, Chief Economist at the Conference Board, on their new Global CEO survey, and why wages remain stagnant. Alex Web...

10 Jan 202028min

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