'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(3334)

ETFs, Disney, and CRE

ETFs, Disney, and CRE

David Bahnsen, founder and Chief Investment Officer at The Bahnsen Group, joins to talk about markets, stock picks, and the launch of his new ETF, the TBG Dividend Focus ETF. Michael Nathanson, Foundi...

9 Nov 202333min

CT Finances, Yields, Obesity Drugs, and Cars

CT Finances, Yields, Obesity Drugs, and Cars

Sean Scanlon, State Comptroller for Connecticut, joins to discuss Connecticut finances, outlook for fiscal spending, balancing budgets, and other state initiatives. Sam Fazeli, head of Euro Research a...

8 Nov 202338min

Regional Banks, CLOs, and ETFs

Regional Banks, CLOs, and ETFs

Frank Sorrentino, CEO of ConnectOne Bank, joins to discuss his outlook for the economy and Fed, what ConnectOne is seeing in construction lending, as well as other pressures on regional banks. Thomas ...

6 Nov 202334min

Introducing: Bloomberg Hot Pursuit!

Introducing: Bloomberg Hot Pursuit!

Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.     If you like this episode, download mor...

4 Nov 202324min

Enbridge, Fed, BMW, and SBF

Enbridge, Fed, BMW, and SBF

Greg Ebel, CEO at Enbridge (NYSE: ENB), joins to discuss earnings, the oil industry, and how it’s being impacted by mergers as well as geopolitical conflicts. Jay Hatfield, CEO at Infrastructure Capit...

3 Nov 202337min

Six Flags, Meta, and Markets

Six Flags, Meta, and Markets

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to discuss the FOMC decision. Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to discuss the merger between Six F...

2 Nov 202343min

The Fed, Interest Rates, and JetBlue

The Fed, Interest Rates, and JetBlue

Cam Harvey, Professor at Duke University Faqua School of Business, joins to discuss the FOMC meeting, the Treasury auction, and outlook for a hard landing. Jen Rie, Senior Antitrust Analyst with Bloom...

1 Nov 202336min

Yields, Caterpillar, Euro,   and the Fed

Yields, Caterpillar, Euro, and the Fed

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses yields, the Fed, and the US Treasury. Chris Ciolino, with Bloomberg Intelligence, joins to break down Caterpillar ea...

31 Okt 202354min

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