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 Bloomberg Opinion, discusses how U.S. states will try to kill harmful mergers if regulators don't. Anurag Rana, Senior Software & IT Analyst for Bloomberg Intelligence, on why the JEDI contract block won't hurt Microsoft's fundamental cloud strength. Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, discusses the global economic gauges of coronavirus risk. Hosted by Lisa Abramowicz and Paul Sweeney.

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Episoder(3333)

Jobs, Munis, and Ozempic

Jobs, Munis, and Ozempic

Ben Emons, Head of Fixed Income at NewEdge Wealth, joins to give his market reaction to the jobs report for December. Chris Brigati, Senior VP and Director of Strategic Planning at SWBC, joins to disc...

5 Jan 202448min

APA, TikTok, and Regional Banks

APA, TikTok, and Regional Banks

Vince Piazza, Senior Analyst covering energy with Bloomberg Intelligence, joins to discuss APA buying Callon Petroleum and outlook for oil/energy in 2024. Mandeep Singh, Senior Tech Analyst with Bloom...

4 Jan 202442min

Morgan Stanley, Harvard, and Disney

Morgan Stanley, Harvard, and Disney

Bloomberg’s Sonali Basak interviews Morgan Stanley Chairman James Gorman. Janet Lorin, higher education reporter with Bloomberg News, joins to discuss Harvard University President Claudine Gay steppin...

3 Jan 202444min

Equities, Tesla, and Geopolitics

Equities, Tesla, and Geopolitics

Gina Martin Adams, Chief Equity Strategist with Bloomberg Intelligence, joins to talk about the outlook for a recession and early year rally in 2024. Steve Man, Global Auto Market Research Leader with...

2 Jan 202439min

Markets, Trump, and Travel

Markets, Trump, and Travel

Kristina Hooper, Chief Global Market Strategist with Invesco, joins to give her outlook for markets in 2024. Wendy Schiller, professor at Brown University, talks about former President Donald Trump be...

29 Des 202334min

Hedge Funds, Eco, and AI

Hedge Funds, Eco, and AI

Ilana Weinstein, IDW Group CEO and founder, joins to discuss hedge funds and investing. Sonali Basak joins. Cam Harvey, Professor at Duke Business School, joins to give his economic outlook and potent...

28 Des 202342min

Red Sea, Markets, and Media

Red Sea, Markets, and Media

Brendan Murray, Trade Tsar at Bloomberg news, joins to discuss supply chain concerns amid uncertainty in the Middle East. Will Kennedy, Senior Executive Editor for Energy and Commodities with Bloomber...

27 Des 202332min

Geopolitics, EM, and Consumers

Geopolitics, EM, and Consumers

Hagar Chemali, CEO and Founder of Greenwich Media Strategies, discusses the year ahead in geoplitics. Julia Leite, Sao Paulo Bureau Chief for Bloomberg News, joins to talk about emerging market perfor...

26 Des 202330min

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