Bank Stocks Haven't Priced In Credit Disappointments (Podcast)

Bank Stocks Haven't Priced In Credit Disappointments (Podcast)

Charles Peabody, President of Portales Partners LLC, on bank earnings and outlook. Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on why Theresa May is a dead woman walking. George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on China's economic outlook and how this plays into trade negotiations. Drew Armstrong, U.S. Healthcare team leader for Bloomberg, on Walmart leaving CVS's pharmacy network.

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Episoder(3346)

Twitter, Markets, Housing, And Jewelry (Podcast)

Twitter, Markets, Housing, And Jewelry (Podcast)

Dan Genter, CEO and CIO of Genter Capital Management, discusses the markets and the economy in 2022. Natalie Wolfsen, CEO at AssetMark, joins the show to talk about market and economic trends as well ...

30 Aug 202234min

Wall Street, Energy, And EVs (Podcast)

Wall Street, Energy, And EVs (Podcast)

Sonali Basak, Bloomberg Wall Street reporter, talks about the latest Wall Street news. Peter Andersen, founder of Andersen Capital Management, talks about markets, inflation, and investment strategies...

29 Aug 202231min

Jay Powell, Munis, And ETFs (Podcast)

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Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, discusses market reaction to Jay Powell’s speech, the economy, and investing amid inflation. Cleveland Fed Pr...

26 Aug 202231min

Markets, Private Equity, And Jackson Hole (Podcast)

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Phil Palumbo, CEO, CIO, and Founder of Palumbo Wealth Management, joins the show to discuss investing strategies. Scott Ladner, Chief Investment Officer at Horizon Investments, joins the show to talk ...

25 Aug 202228min

Investing, Home Prices, And Fast-Food (Podcast)

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Cameron Crise, Macro Strategist with Bloomberg News, discusses his latest “Macro Man” piece on same old school stocks still delivering results, particularly when it comes to FX and currency. Johan Gra...

24 Aug 202231min

Lending, Jay Powell, Oil, And EVs (Podcast)

Lending, Jay Powell, Oil, And EVs (Podcast)

Tim Lyne, CEO at Antares Capital, joins the show to talk about outlook for the economy and lending. Tim Craighead, for Bloomberg Intelligence, joins the show to discuss the European equity landscape a...

23 Aug 202233min

Markets, Retail, And Washington (Podcast)

Markets, Retail, And Washington (Podcast)

Mace McCain, CIO at Frost Investment Advisors, joins the show to discuss equities and investing strategies. Andrzej Skiba, Head of BlueBay US Fixed Income at RBC Global Asset Management, joins the sho...

22 Aug 202232min

Inflation, Crypto, Commodities, And Credit (Podcast)

Inflation, Crypto, Commodities, And Credit (Podcast)

Kara Murphy, CIO at Kestra Holdings, joins the show to discuss the Inflation Reduction Act’s impact on inflation, the economy, and investing. Everett Millman, Chief Markets Analyst at Gainsville Coins...

19 Aug 202226min

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