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(3338)

Airlines Report, IBM and Tesla Earnings Recap, Outlook on the Markets

Airlines Report, IBM and Tesla Earnings Recap, Outlook on the Markets

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Bloomberg Intelligence Senior Technology Analyst Anurag Rana joins to recap IBM earnings. Bloomberg Intelligence Senior Aerosp...

25 Jan 202435min

Baker Hughes Reports, Netflix Earnings Recap, and Market Outlook

Baker Hughes Reports, Netflix Earnings Recap, and Market Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Lorenzo Simonelli, CEO of Baker Hughes, joins to discuss the company's earnings and outlook for 2024. Bloomberg Intelligence S...

24 Jan 202440min

Netflix, WWE Deal, GE Earnings, and Market Outlook

Netflix, WWE Deal, GE Earnings, and Market Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Bloomberg Intelligence Senior US Media Analyst Geetha Ranganathan joins to discuss Netflix's deal with WWE and expectations fo...

23 Jan 202435min

Bitcoin ETFs, Boeing in Check, New Hampshire in Focus

Bitcoin ETFs, Boeing in Check, New Hampshire in Focus

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.     Chris Brodersen, Managing Director of EisnerAmper’s Business Advisory Group joins to discuss the trading of Bitcoin ETFs. Bloo...

22 Jan 202430min

Digital Assets in Focus, M&A Opportunity

Digital Assets in Focus, M&A Opportunity

Sandy Kaul, Head of Digital Asset and Investor Advisory Services at Franklin Templeton, joins to discuss the outlook for Bitcoin and other digital assets after the SEC’s recent approval of Bitcoin ETF...

19 Jan 202440min

Wealthy Investing, Market Outlook

Wealthy Investing, Market Outlook

Barbara Goodstein, CEO at R360, joins to discuss where high net worth individuals are putting their money. James Demmert, CIO at Main Street Research, gives his market and rate cut outlook for 2024. W...

18 Jan 202427min

Cybersecurity, Fed Cut Outlook, Sectors to Watch

Cybersecurity, Fed Cut Outlook, Sectors to Watch

Wendi Whitmore, SVP and Head of Unit 42 at Palo Alto Networks, joins to discuss the cybersecurity threat landscape so far this year. Thomas Smale, CEO of FE International, discusses the potential for ...

17 Jan 202450min

Corporate Diversity, Fed Speak, Health of US Banks

Corporate Diversity, Fed Speak, Health of US Banks

Angela Harrell, Chief Diversity and Corporate Impact Officer at Voya Financial, joins to talk about corporate diversity initiatives and challenges to goals in recent years. Chris Whalen, Chairman at W...

16 Jan 202433min

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