JPM's Kelly: Expect Another Wave Down In Stock Market

JPM's Kelly: Expect Another Wave Down In Stock Market

David Kelly, Chief Global Strategist for J.P. Morgan Asset Management, on when the economy will return, and his current investment strategy. Sonali Basak, Bloomberg Wall Street correspondent, on her interview with Bloomberg Opinion columnist Peter Orszag, head of Lazard’s financial advisory practice and a former Obama administration budget chief. Eric Stein, Co-Director of Global Income, Eaton Vance Management, on fixed income markets, the Fed, and his current investment outlook. Eliza Ronalds-Hannon, High Yield and Distressed Credit Reporter for Bloomberg, on Hertz preparing for bankruptcy.

See omnystudio.com/listener for privacy information.

Episoder(3347)

Debt Ceiling, Hollywood Strike, Fed, and Banks (Podcast)

Debt Ceiling, Hollywood Strike, Fed, and Banks (Podcast)

Jay Hatfield, CEO at Infrastructure Capital Management, joins to talk about disinflation, bank turmoil, and FOMC outlook. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securit...

2 Mai 202349min

Marc Rowan, First Republic, Stagflation, and AI (Podcast)

Marc Rowan, First Republic, Stagflation, and AI (Podcast)

Sonali Basak interviews Apollo Global Management CEO Marc Rowan at the Milken Conference in LA. Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk JPMorgan’s acquisition of First ...

1 Mai 202356min

Amazon, Oil Earnings, First Republic, and Activision (Podcast)

Amazon, Oil Earnings, First Republic, and Activision (Podcast)

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for (new) weekly Friday wall street roundup. Dan Ives, Senior Equity Analyst at WedBush Secu...

28 Apr 202354min

Activision CEO, First Republic, Earnings, and Stock Picks

Activision CEO, First Republic, Earnings, and Stock Picks

Herman Chan, Senior Analyst; US Regional Banks & Fintech, joins to talk First Republic and outlook for regionals. Ira Jersey, Bloomberg Intelligence Chief US Rates Analyst, also joins to discuss GDP. ...

27 Apr 202352min

Microsoft, First Republic, the Debt Ceiling, and Watches

Microsoft, First Republic, the Debt Ceiling, and Watches

Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh join for a tech roundtable, discussing Microsoft earnings and the Activision setback and previewing Meta earnings. Bloomberg I...

26 Apr 202353min

Consumer Health Amid Continued Rate Hikes

Consumer Health Amid Continued Rate Hikes

Dana Telsey, CEO and Chief Research Officer for Telsey Advisory Group, discusses consumer strength, the state of retail and inflation, and how it will all impact next week’s FOMC meeting. Hosted by Pa...

26 Apr 20238min

Tucker Carlson, Derivatives, Airline Investing, and GE

Tucker Carlson, Derivatives, Airline Investing, and GE

Wendy Schiller, Brown University professor of Politics, joins to talk about President Biden’s re-election campaign and the political fallout of the firing of Tucker Carlson. Mark Douglas, CEO at MNTN,...

25 Apr 202354min

Crypto, Geopolitical Risks and Motorcycles

Crypto, Geopolitical Risks and Motorcycles

Nicholas Bohnsack, CEO of Strategas Asset Management, discusses markets and gives his eco outlook.  Matt Sigel, Head of Digital Asset Research at Van Eck Associates, joins us in studio to discuss mark...

24 Apr 202345min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
utbytte
pengesnakk
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
rss-sunn-okonomi
okonomiamatorene
lederpodden
liberal-halvtime
rss-markedspuls-2
rss-investering-gjort-enkelt
rss-andelige-tanker-med-camillo