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(3335)

Tesla Price Cuts, Verizon Earnings

Tesla Price Cuts, Verizon Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla's price cuts. John Butler, Bloombe...

22 Apr 202442min

Tesla Layoffs, Blackstone Earnings, Energy in Focus

Tesla Layoffs, Blackstone Earnings, Energy in Focus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla job cuts. ...

19 Apr 202438min

L’Oreal Sales Surge, Netflix Falls, Israel Hits Back

L’Oreal Sales Surge, Netflix Falls, Israel Hits Back

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, joins to talk about L'Oreal earnings. Ethan Bronner, Bloomberg Israel ...

19 Apr 202445min

Netflix Crushes Subscriber Estimates: Reaction and Analysis

Netflix Crushes Subscriber Estimates: Reaction and Analysis

Netflix posted its best start to the year since 2020, attracting more new customers than anyone expected thanks to a strong slate of original programs and a crackdown on password sharing. Bloomberg Bu...

18 Apr 202421min

U.S Existing Home Sales Fall, Alaska Air Profit Forecast

U.S Existing Home Sales Fall, Alaska Air Profit Forecast

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, discusses existing home sales data. Dana Peterson, Chief Economist a...

18 Apr 202439min

Elon Musk Pay, Energy in Focus

Elon Musk Pay, Energy in Focus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Craig Trudell, Bloomberg Global Autos Editor, discusses Tesla asking shareholders to vote again on its compensation package for Elo...

17 Apr 202446min

U.S Bank Earnings, Energy in Focus

U.S Bank Earnings, Energy in Focus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses Bank of America and Morgan Stanl...

16 Apr 202446min

Tesla Layoffs, Iran Attack

Tesla Layoffs, Iran Attack

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla’s layoffs and management shakeup. ...

15 Apr 202442min

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