'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)

Apple's Low-Cost iPhone Rollout At Risk From Virus

Apple's Low-Cost iPhone Rollout At Risk From Virus

John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on the "coronavirus nightmare" for Apple and global electronics. Scott Clemons, Chief Investment Strategist at Brow...

10 Feb 202029min

The World Isn’t Ready For The Next Global Virus Outbreak (Podcast)

The World Isn’t Ready For The Next Global Virus Outbreak (Podcast)

Robert Langreth, Bloomberg health care reporter, on Man vs. Microbe. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on Credit Suisse ousting CEO Thiam in a boardroom clash. Tom Gimbel, CEO of ...

7 Feb 202028min

Coronavirus Won't Be The Thing To Cause A Recession

Coronavirus Won't Be The Thing To Cause A Recession

Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on what's driving markets. Ramesh Ponnuru, Senior Editor at the National Review and a Bloomberg Opinion columnist...

6 Feb 202027min

The Chemicals in America's Drinking Water Are A Crisis

The Chemicals in America's Drinking Water Are A Crisis

Author and activist Seth Siegel discusses his latest book, "Troubled Water: What's Wrong with What We Drink," and how utility consolidation may solve the drinking water crisis. Eric Balchunas, Senior ...

6 Feb 202022min

At Peak Of Streaming Wars in 2020: LUMA's Kawaja

At Peak Of Streaming Wars in 2020: LUMA's Kawaja

Terence Kawaja, Founder & CEO, LUMA Partners Investment Banking, on the streaming wars. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on credit markets and his current investmen...

4 Feb 202028min

China Sell-Off Is Buying Opportunity: KraneShares CIO

China Sell-Off Is Buying Opportunity: KraneShares CIO

Brendan Ahern, Chief Investment Officer at Kraneshares, on China markets sinking and whether it's a buying opportunity. Rania Sedhom, Managing Partner of Sedhom Law Group, on how luxury goods are impa...

3 Feb 202024min

When WHO Sounds The Alarm,  History Shows It's Time To Dip In

When WHO Sounds The Alarm, History Shows It's Time To Dip In

David Dietze Chief Investment Strategist at Point View Wealth Management, on markets and investing. Regina Mayor, Global Energy Head at KPMG, on Big Oil earnings and how the coronavirus is impacting o...

31 Jan 202025min

Microsoft Is One of Best Tech Turnarounds In Last 20 Years

Microsoft Is One of Best Tech Turnarounds In Last 20 Years

Dan Ives, Equity Analyst at Wedbush Securities, discusses Tesla, Microsoft and Facebook. Ryan Sullivan, Senior Vice President of Global Exchange Traded Fund Services at Brown Brothers Harriman, on the...

30 Jan 202031min

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