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)

Afghanistan, The Fed, VC, And Inflation (Podcast)

Afghanistan, The Fed, VC, And Inflation (Podcast)

Annmarie Hordern, Washington correspondent with Bloomberg News, joins the show to discuss her story on Bloomberg helping an employee’s family escape the Taliban. Danielle DiMartino Booth, CEO and Chie...

18 Aug 202230min

Housing, Retail Sales, Energy, And Hiring (Podcast)

Housing, Retail Sales, Energy, And Hiring (Podcast)

Vince Cignarella, Global Macro Strategist at Bloomberg News, joins the show to talk about the housing market and the Fed. Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, j...

17 Aug 202235min

Home Building, Consumers, And Green Products (Podcast)

Home Building, Consumers, And Green Products (Podcast)

Peter Jackson, CFO of Builders FirstSource, discusses construction and home building after Home Depot posted earnings today, his company’s performance, and outlook for construction and housing amid ec...

16 Aug 202228min

China, Ukraine, And Markets (Podcast)

China, Ukraine, And Markets (Podcast)

Hans Dau, CEO of the Mitchell Madison Group, talks about China cutting interest rates and concern over China’s economy. Jay Hatfield, CEO at Infrastructure Capital Management, discusses investing and ...

15 Aug 202228min

Banking, Markets, And The Fed (Podcast)

Banking, Markets, And The Fed (Podcast)

Christopher McGratty, Head of US Banking Research at KBW, a Stifel company, discusses how another rate hike could be a tipping point for banks. Lizzie Evans, Managing Partner at Evans May Wealth, talk...

12 Aug 202229min

Inflation, ESG, Video Games, And Streaming (Podcast)

Inflation, ESG, Video Games, And Streaming (Podcast)

Chance Finucane, Oxbow Advisors Chief Investment Officer, talks about investing strategies amid inflation and rising interest rates in 2022. Daniela Braga, founder and CEO at Defined.ai, joins the sho...

11 Aug 202234min

CPI, The Economy, And Energy (Podcast)

CPI, The Economy, And Energy (Podcast)

Vince Cignarella, Global Macro Strategist with Bloomberg News, discusses the July CPI report. Lindsey Piegza, Stifel Chief Economist Lindsey Piegza, discusses CPI and the economy. Keith Krach, former ...

10 Aug 202234min

The Jobs Report And The Economy (Podcast)

The Jobs Report And The Economy (Podcast)

Tom Gimbel, Founder and CEO at LaSalle Network, talks about the jobs report and hiring in the US. Jack Altman, CEO at Lattice, talks about his company and hiring in the US. Mario Harik, president of L...

10 Aug 202225min

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