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(3326)

OpCo's Gheit Sees $65 As Long-Term Sustainable Oil Price(Audio)

OpCo's Gheit Sees $65 As Long-Term Sustainable Oil Price(Audio)

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Bofa's Harris Says Bond Market Has Been Too Optimistic (Audio)

Bofa's Harris Says Bond Market Has Been Too Optimistic (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ethan Harris, Head of BofA Merrill Lynch Global Economics, on the jobs report and what it means for the economy and the Fed.See omny...

8 Jul 201611min

DOL's Lu on Need for Culture of Continuous Job Training (Audio)

DOL's Lu on Need for Culture of Continuous Job Training (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Chris Lu, Deputy Secretary at the Department of Labor, on the June jobs report.See omnystudio.com/listener for privacy information.

8 Jul 20168min

Modern Farmer's Miller on Waste of Cold Pressed Juices (Audio)

Modern Farmer's Miller on Waste of Cold Pressed Juices (Audio)

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7 Jul 20168min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers and Stock of the Day: Energizer Holdings (ENR).See omnystudio...

7 Jul 201612min

BlackRock's Koesterich: Fed Doesn't Feel A Need to Rush (Audio)

BlackRock's Koesterich: Fed Doesn't Feel A Need to Rush (Audio)

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7 Jul 201611min

Havens-Hasty: Prospects Are Good For WhiteWave-Danone (Audio)

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(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Nancy Havens-Hasty, President and CIO for Havens Advisors, on Danone’s $10 billion takeover of WhiteWave Foods Co.See omnystudio.com...

7 Jul 201611min

Bloomberg's Rye on Drug Price Battle Shifting to States (Audio)

Bloomberg's Rye on Drug Price Battle Shifting to States (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Brian Rye, Senior Healthcare Policy Analyst for Bloomberg Intelligence's Government Team, on how the battle over rising drug prices ...

7 Jul 20168min

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