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(3326)

Instant Reaction: US Dockworkers Suspend Strike

Instant Reaction: US Dockworkers Suspend Strike

Dockworkers at US East and Gulf coast ports agreed to start moving cargo again while they continue collective bargaining with their employers on a new contract. For instant reaction and analysis, host...

3 Okt 20244min

Oil Soars on Biden Comments, US Services Activity Expands

Oil Soars on Biden Comments, US Services Activity Expands

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Devika Krishna Kumar, Bloomberg Oil Markets Reporter, discusses oil soaring on President Biden’s remarks about possible Israeli ret...

3 Okt 202438min

Israel Vows Retaliation, VP Debate

Israel Vows Retaliation, VP Debate

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Aaron David Miller, Senior Fellow at Carnegie Endowment for International Peace, discusses the latest news out of the Mideast. Henr...

2 Okt 202443min

Instant Reaction: Vice Presidential Debate

Instant Reaction: Vice Presidential Debate

Ohio Senator and Trump running mate JD Vance faced off with Minnesota Governor and Harris VP pick Tim Walz for the first Vice Presidential debate - and possibly the last debate of the 2024 election cy...

2 Okt 202418min

Strike Shuts US Ports, Mideast Latest

Strike Shuts US Ports, Mideast Latest

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mario Cordero, CEO of Port of Long Beach, discusses the latest on U.S port strikes. Mick Mulroy, Co Founder of Lobo Institute, disc...

1 Okt 202429min

DirecTV, Dish to Merge, Potential Port Strike

DirecTV, Dish to Merge, Potential Port Strike

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses DirecTV and Dish agreeing to merge. Dani Burger, Bloomber...

30 Sep 202440min

BI Weekend: Visa Lawsuit, Climate Week

BI Weekend: Visa Lawsuit, Climate Week

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Justin Teresi, Bloomberg Intelligence Antitrust Litigation & Policy Analyst, discusses the DOJ suing ‘Visa’...

27 Sep 202437min

Promising PCE Data, Morning Consult Poll

Promising PCE Data, Morning Consult Poll

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, discusses PCE data. Laura Davison, Bloomberg Politics Editor,...

27 Sep 202441min

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