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(3338)

Zelenskiy, Ohtani, and Hawaiian Airlines

Zelenskiy, Ohtani, and Hawaiian Airlines

Brad Jacobs, Executive Chairman of XPO Logistics (NYSE: XPO), joins to discuss returns to the show to reveal the industry and targets of his new investment venture. Wendy Schiller, Professor at Brown ...

11 Des 202337min

Jobs, Markets, and Higher Ed

Jobs, Markets, and Higher Ed

Tom Gimbel, CEO at the LaSalle Network, joins to discuss Friday’s jobs report. Nancy Tengler, CEO and CIO at Laffer Tengler Investments joins to discuss the market reaction to jobs numbers and outlook...

8 Des 202339min

SpaceX, Private Credit, and COP28

SpaceX, Private Credit, and COP28

Loren Grush, Space Reporter with Bloomberg News, joins to talk SpaceX’s tender offer and outlook for the company. Anjee Solanki, National US Director of Retail at Colliers, joins to discuss consumer h...

7 Des 202343min

Bank CEOs, Oil, and Rate Cuts

Bank CEOs, Oil, and Rate Cuts

Mick Mulroy, co-founder of the Lobo Institute, and Joe Mathieu, host of Bloomberg’s “Balance of Power” and “Sound On,” join to discuss Kevin McCarthy leaving Congress, Ukraine, and foreign aid. Chris ...

6 Des 202331min

Soft Landing, EVs, and Private Credit

Soft Landing, EVs, and Private Credit

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins for a breakdown of economic data and outlook for a recession in the US. Huw van Steenis, Vice Chair and Partner at Ol...

5 Des 202335min

XPO, Spotify, and AI

XPO, Spotify, and AI

Brad Jacobs, Executive Chairman of XPO Logistics (NYSE: XPO), joins to discuss his new investment venture, the delivery industry and founding XPO, and his new book “How to Make a Few Billion Dollars.”...

4 Des 202339min

Hate Crimes Surge in Wake of Gaza War

Hate Crimes Surge in Wake of Gaza War

Reports of crimes targeting Jews, Muslims and Arabs have risen around the world in since the Oct. 7 Hamas attack on Israel, and the Israeli military’s retaliatory operation in Gaza. While previous con...

3 Des 202324min

Tesla's Cybertruck, an $11 Million Bugatti and Pagani's Electric Supercars

Tesla's Cybertruck, an $11 Million Bugatti and Pagani's Electric Supercars

This week on Bloomberg Hot Pursuit!, Matt Miller and Hannah Elliott run down the most expensive cars sold this year and why a $11 million Bugatti Chiron may have been a good deal. Then, they discuss H...

2 Des 202330min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
pengesnakk
finansredaksjonen
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
rss-sunn-okonomi
morgenkaffen-med-finansavisen
livet-pa-veien-med-jan-erik-larssen
lederpodden
rss-markedspuls-2
okonomiamatorene
rss-andelige-tanker-med-camillo
stormkast-med-valebrokk-stordalen
rss-fa-makro