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(3351)

Covid Has Significantly Accelerated ESG Investing: PGIM Head of ESG

Covid Has Significantly Accelerated ESG Investing: PGIM Head of ESG

BLOOMBERG MARKETS SPECIAL ON ESG INVESTING: Eugenia Jackson, Head of environmental, social & governance (ESG) research at PGIM Fixed Income, on the growth of ESG investing. Katherine Neiss, PhD, Chief...

1 Des 202029min

Record-Breaking Black Friday Sales, Despite Pandemic

Record-Breaking Black Friday Sales, Despite Pandemic

John Copeland, VP of Marketing and Customer Insights at Adobe, on record-breaking Black and Cyber Monday sales. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on ...

30 Nov 202026min

Shopping, Solving Teacher Shortages, Wine Investing

Shopping, Solving Teacher Shortages, Wine Investing

James Fallon, Editorial Director at Women's Wear Daily discusses Black Friday, and what to expect in holiday retail and consumer spending. Elevate K-12 CEO Shaily Baranwal discusses how she has figure...

27 Nov 202030min

BofA Dashes Hopes For Hefty Trader Bonuses This Year

BofA Dashes Hopes For Hefty Trader Bonuses This Year

Lananh Nguyen, Bloomberg finance reporter, on BofA jolting traders with talk of a flat bonus pool, in an omen for Wall Street. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence...

25 Nov 202028min

Reviving Immigration Is Key To U.S. Turnaround: Kotok

Reviving Immigration Is Key To U.S. Turnaround: Kotok

David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on why markets are looking forward to the end of Trump chaos and covid. Nick Colas, co-Founder of DataTrek Research, on market ...

24 Nov 202026min

The Realignment of Global Dollar Policy Will Boost Gold

The Realignment of Global Dollar Policy Will Boost Gold

Everett Millman, precious metals specialist with Gainesville Coins, on his outlook for gold and precious metals. "Banker to the World" Bill Rhodes, former Chairman of Citibank and President and CEO of...

23 Nov 202029min

Mnuchin: Following Law In Seeking Return of Fed Funds

Mnuchin: Following Law In Seeking Return of Fed Funds

Bloomberg's Saleha Mohsin, U.S. Treasury reporter, and Mike McKee, International Economics & Policy Correspondent, discuss Treasury Secretary Steven Mnuchin clashing with the Fed over returning unused...

20 Nov 202028min

How to Tweak the 60/40 Portfolio to Boost Yield: Ritholtz

How to Tweak the 60/40 Portfolio to Boost Yield: Ritholtz

Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the 60-40 portfolio. Ataman Ozyildirim, Senior Director, Economics & Glob...

19 Nov 202024min

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