PGIM Plans to Reduce Credit Risk In This Year’s Rallies (Podcast)

PGIM Plans to Reduce Credit Risk In This Year’s Rallies (Podcast)

Mike Collins, Senior Portfolio Manager at PGIM Fixed Income, on the bond market and current portfolio positioning. Jonathan Tyce, Senior EU Banks analyst for Bloomberg Intelligence, on Deutsche Bank's earnings and outlook: can this bank survive? John Kilduff, Founding Partner of Again Capital, on Big Oil earnings, and oil price outlook. Shira Ovide, Bloomberg Opinion technology columnist, on Amazon's earnings picture and other Big Tech earnings. Hosted by Lisa Abramowicz and Paul Sweeney.

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Episoder(3348)

OPEC Can't Fix Oil Demand Destruction: KPMG's Mayor

OPEC Can't Fix Oil Demand Destruction: KPMG's Mayor

Regina Mayor, Global Energy Head at KPMG, on the OPEC meeting and oil markets. Nick Colas, co-Founder of DataTrek Research, on markets and whether investors should be buying the dips. Barry Ritholtz, ...

5 Mar 202026min

Don't Refinance Your House Just Yet, Rates Going Lower

Don't Refinance Your House Just Yet, Rates Going Lower

Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, and Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on the Fed, economy and emerging markets. Shell...

4 Mar 202021min

Fed Did Exactly What They Needed To Do: JPM's Michele

Fed Did Exactly What They Needed To Do: JPM's Michele

Jim Michele, Chief Investment Officer at JP Morgan Asset Management, on why the Fed made the appropriate move. Dan Skelly, Head of Market Research and Strategy, Wealth Management at Morgan Stanley, re...

3 Mar 202031min

China Beige Book: Could See China Growth Under 2%

China Beige Book: Could See China Growth Under 2%

Leland Miller, CEO of China Beige Book International, on their new quarterly report and China's manufacturing drop. Brooke Sutherland, Bloomberg Opinion industrials columnist, discusses Boeing's new g...

2 Mar 202025min

PGIM's Tipp: Virus Won't Likely Send US To Recession

PGIM's Tipp: Virus Won't Likely Send US To Recession

Robert Tipp, Chief Investment Strategist at PGIM Fixed Income, on potential Fed rate cuts and current investment outlook. Dr. Phil Chan, CEO of CytoSorbents (NASDAQ: CTSO), discusses the medical issue...

28 Feb 202025min

Don't See More Than 50bp Emergency Cut: Amundi's Todd

Don't See More Than 50bp Emergency Cut: Amundi's Todd

Christine Todd, Senior Managing Director & Head of U.S. Fixed Income at Amundi Pioneer, discusses how she's playing the sell-off. Ben Holland, Political economy editor for Bloomberg, on how the bond m...

27 Feb 202025min

Market Favors Investors Willing To Accept Equity Risk

Market Favors Investors Willing To Accept Equity Risk

Patrick Chovanec, Economic Adviser at Silvercrest Asset Management, on how investors should be looking at the coronavirus. Tara Lachapelle, Entertainment, Telecom & Deals Columnist for Bloomberg Opini...

26 Feb 202028min

Fed Should Cut Rates Now: Narayana Kocherlakota

Fed Should Cut Rates Now: Narayana Kocherlakota

Narayana Kocherlakota, former Minneapolis Fed President and Bloomberg Opinion columnist, discusses why the Fed shouldn't wait to cut interest rates. Jim Paulsen, Chief Investment Strategist at Leuthol...

25 Feb 202032min

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