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 impacted by counterfeiting at Amazon and other online retailers. Noah Feldman, Harvard Law Professor who testified at the House Impeachment trial, and Bloomberg Opinion columnist, discusses how the GOP Senate has condoned future election interference. Vincent Deluard, Global Macro Strategist for INTL FCStone (NASDAQ: INTL), discusses his global macro outlook and the theme of the year: reflation. Hosted by Lisa Abramowicz and Paul Sweeney.

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Episoder(3351)

Preparing For Negative Interest rates: Fiduciary CIO

Preparing For Negative Interest rates: Fiduciary CIO

Hans Olsen, CIO of Fiduciary Trust, on finding value in global assets. Joe Cavatoni, Managing Director, World Gold Council U.S., on the key drivers affecting global gold demand and markets. Vishal Gar...

19 Aug 201926min

Long Bond Positions Are Ripe For A Reversal: Authers (Podcast)

Long Bond Positions Are Ripe For A Reversal: Authers (Podcast)

John Authers, Senior Editor for Bloomberg Markets, on why bond proxies aren't as safe as they appear. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on Deere earnings and wh...

16 Aug 201929min

Algo Trading Could Amplify A Correction To 10 to 15%

Algo Trading Could Amplify A Correction To 10 to 15%

Matt Maley, Chief Market Strategist at Miller Tabak & Co., on how trade issue uncertainty will continue to plague markets. Burt Flickinger, Managing Director at Strategic Resource Group, on Walmart an...

15 Aug 201917min

Apparel Industry Issues Dire Warning: Prices Going Up

Apparel Industry Issues Dire Warning: Prices Going Up

Rick Helfenbein, president and CEO of the American Apparel & Footwear Association, discusses why the Trump's administration tariff delay won't mitigate its destructive impact. Axel Merk, President and...

14 Aug 201928min

Argentina Bonds Become Attractive At 40 Cents: Greer

Argentina Bonds Become Attractive At 40 Cents: Greer

Paul Greer, Portfolio Manager, Emerging Markets & FX at Fidelity International, on the short-term risk of emerging market contagion. Grady Burkett, portfolio manager at Diamond Hill Capital Management...

13 Aug 201926min

Things Are Really Bad Today In Argentina: BI's Sassower

Things Are Really Bad Today In Argentina: BI's Sassower

Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina assets reacting to President Macri's unexpected election loss. Leland Miller, CEO of China Beige Book...

12 Aug 201927min

Market Will Live And Die On China Trade Deal: Colas

Market Will Live And Die On China Trade Deal: Colas

Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, and Jenny Leonard, Bloomberg trade reporter, on Trump digging his heels in on the trade war and impact to markets.  Th...

9 Aug 201927min

More Fed Rate Cuts Will Help EM Assets: Eric Stein

More Fed Rate Cuts Will Help EM Assets: Eric Stein

Eric Stein, Portfolio Manager and Co-Director of Global Fixed Income at Eaton Vance, on global growth fears, negative yields, and EM debt. Logan Mohtashami, Senior Loan Officer at AMC Lending Group, o...

8 Aug 201929min

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