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(3336)

DOJ Sues Apple, Reddit IPO

DOJ Sues Apple, Reddit IPO

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF Anurag Rana, Bloomberg Intelligence Senior Technology Analyst, discusses the US Justice Department suing Apple. Mandeep Singh, Bloo...

21 Mar 202434min

Instant Reaction: Jay Powell on Fed Policy

Instant Reaction: Jay Powell on Fed Policy

Bloomberg's Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decisionSee omnystudio.com/listener for privacy information.

20 Mar 202427min

Instant Reaction: The Fed Decides

Instant Reaction: The Fed Decides

Bloomberg's Jonathan Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg SurveillanceSee omnystudio.com/listener for privacy information...

20 Mar 202431min

Reddit IPO, Intel Chips, Boeing's Cash Drain, Gucci Sales Fall

Reddit IPO, Intel Chips, Boeing's Cash Drain, Gucci Sales Fall

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF Today's episode features: Bailey Lipschultz, Bloomberg News IPO Reporter, on the Reddit IPO   Mackenzie Hawkins, Bloomberg News US...

20 Mar 202436min

Dow Chemical, Fed Decision, Oprah

Dow Chemical, Fed Decision, Oprah

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Featuring: Dow CEO Jim Fitterling  Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss his late...

19 Mar 202440min

Apple, Google AI Talks, TikTok Bill Latest, Market Outlook

Apple, Google AI Talks, TikTok Bill Latest, Market Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this week’s podcast, Tom Giles, Bloomberg News Senior Executive Editor for Global Technology, discusses the latest with the pot...

18 Mar 202441min

Kohl’s, Oracle Earnings , Boeing Troubles

Kohl’s, Oracle Earnings , Boeing Troubles

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, Mary Ross Gilbert, Bloomberg Intelligence, Senior Equity Analyst, Covering Retail, discusses Kohl’s earning...

15 Mar 202438min

Adobe Tumbles Most Since 2022

Adobe Tumbles Most Since 2022

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Brody Ford, Bloomberg Tech Reporter, joins the program to break down Adobe earnings, George Ferguson, Bloomberg Intelligence Senio...

15 Mar 202436min

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