Credit Crunch, Stocks, Ukraine, and the Debt Ceiling (Podcast)

Credit Crunch, Stocks, Ukraine, and the Debt Ceiling (Podcast)

Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses private credit, lending, and the credit crunch. Bill Page, Senior Portfolio Manager and Head of Global Environmental Opportunities Strategy at Essex Investment Management, joins to talk investing strategies and stocks. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss his research on the PPI plunge and his outlook for commodities, inflation, and crypto. Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, joins us from the Global Energy and Security Talks in Doha to discuss the war in Ukraine, the expected counteroffensive and its potential effectiveness, and outlook for Western support. Dr. Lori Esposito Murray, President of the Committee for Economic Development at the Conference Board, joins to discuss her conversations with Congress members and CEOs on the direct business consequences of a debt ceiling default. Jack Fitzpatrick, reporter with Bloomberg Government, joins us to give us the latest color on the negotiations, or lack thereof, from DC. Hosted by Paul Sweeney, Kriti Gupta, and Jess Menton.

See omnystudio.com/listener for privacy information.

Episoder(3326)

HomeStreet's Mason: Bank To Remain Independent For Now (Audio)

HomeStreet's Mason: Bank To Remain Independent For Now (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mark Mason, Chairman, President and CEO of HomeStreet Bank (HMST), on the outlook for regional banks, amidst a potential rate hike a...

16 Jun 201611min

PIIE's Kirkegaard: Brexit Driven By Anti-Immigrant Views(Audio)

PIIE's Kirkegaard: Brexit Driven By Anti-Immigrant Views(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jacob Kirkegaard, Senior Fellow at the Peterson Institute for International Economics, on the Bank of England and Bank of Japan rate...

16 Jun 20168min

RealtyShares Sotoodehnia on Mortgage Rates, Fed Impact (Audio)

RealtyShares Sotoodehnia on Mortgage Rates, Fed Impact (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Arash Sotoodehnia, Chief Credit Officer at RealtyShares, on how the Fed will affect the economy and mortgages.See om...

16 Jun 20168min

Plosser: Fed's Short Term Focus on Data is  Very Risky (Audio)

Plosser: Fed's Short Term Focus on Data is Very Risky (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Charles Plosser, former President of the Philadelphia Fed, weighs in on the FOMC meeting and rate decision.See omnys...

16 Jun 20166min

BNY Mellon's Loh Sees Bond Yields Continuing to Fall  (Audio)

BNY Mellon's Loh Sees Bond Yields Continuing to Fall (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Marvin Loh, Senior Global Markets Strategist at BNY Mellon, on the bond markets and the FOMC decision.See omnystudio...

15 Jun 20166min

Borthwick Sees Great Dollar Weakness In Next Year Or So (Audio)

Borthwick Sees Great Dollar Weakness In Next Year Or So (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, with a look at currencies and implications of a Brexi...

15 Jun 20169min

Standish's Reinhart: Can't See Fed Raising Twice in 2016(Audio)

Standish's Reinhart: Can't See Fed Raising Twice in 2016(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Vincent Reinhart, Chief Economist, Standish Mellon Asset Management, and former head of the Federal Reserve’s monetary division, on ...

15 Jun 201611min

Signet CEO Light: We Are Investigating Every Complaint (Audio)

Signet CEO Light: We Are Investigating Every Complaint (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mark Light, CEO of Signet Jewelers Ltd., answers to the allegations that the company substituted premium diamonds with cheaper, man-...

15 Jun 20168min

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