'Missing Inflation' Is Seen In Asset Prices: Shalett

'Missing Inflation' Is Seen In Asset Prices: Shalett

Lisa Shalett, Chief Investment Officer, Wealth Management for Morgan Stanley, discusses her investment outlook and strategy. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, to preview Apple earnings and discuss how the coronavirus is hitting supply chains. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on Xi Jinping's response to the coronavirus. John Kilduff, Founder of Again Capital, on the big risk to oil markets from the coronavirus. Hosted by Lisa Abramowicz and Paul Sweeney.

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Episoder(3349)

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

Rekindled China Trade Uncertainty Amps Flight To Gold

Rekindled China Trade Uncertainty Amps Flight To Gold

Everett Millman, Precious Metals Specialist at Gainesville Coins, on the flight to gold. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discu...

24 Feb 202028min

GeoQuant Model Predicts Trump Wins In Bernie Matchup

GeoQuant Model Predicts Trump Wins In Bernie Matchup

Mark Rosenberg, founder and CEO of GeoQuant, discusses political risk and what their model says about the 2020 election. Ben Emons, Managing Director: Global Macro Strategy at Medley Global Advisors, ...

21 Feb 202029min

Facebook Had Profound Role In Enabling Trump: McNamee

Facebook Had Profound Role In Enabling Trump: McNamee

Tech venture capitalist Roger McNamee, Founder of Elevation Partners and author of "ZUCKED: Waking Up to the Facebook Catastrophe," discusses Facebook's political ad policy. Laura Davison, Bloomberg c...

19 Feb 202030min

Markets Expect Mid-Year Snapback From Coronavirus

Markets Expect Mid-Year Snapback From Coronavirus

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, on why markets seem so complacent about the coronavirus. Burt Flickinger, Managing Director...

18 Feb 202026min

We Actually Can't Afford To Have Higher Rates: Axel Merk

We Actually Can't Afford To Have Higher Rates: Axel Merk

Axel Merk, President and Chief Investment Officer of Merk Investments, on whether markets are underestimating risks in the market. Tara Lachapelle, Entertainment, Telecom & Deals Columnist for Bloombe...

14 Feb 202026min

We're Arming The Rebels Of Amazon: Shopify COO

We're Arming The Rebels Of Amazon: Shopify COO

Harley Finkelstein, Chief Operating Officer at Shopify, on earnings and outlook. Tuna Amobi, Industry Analyst at CFRA Research, discusses downgrading the view on several major casino and cruise line n...

13 Feb 202025min

Why Bernie Sanders May Be Best For Stock Market: Kaissar

Why Bernie Sanders May Be Best For Stock Market: Kaissar

Nir Kaissar, Founder of Unison Advisors and Bloomberg Opinion columnist, on why Bernie Sanders would be the best candidate for the U.S. stock market. Paul Brain, Head of Fixed Income for Newton Invest...

12 Feb 202024min

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