Markets, Ukraine, and Higher Ed

Markets, Ukraine, and Higher Ed

Phil Orlando, Chief Equity Strategist at Federated Hermes, joins to discuss the outlook for markets and the Fed and gives his recession call. Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi Tiedemann Global, discusses her outlook for markets in the US and globally and if the US can avoid recession. Reginald DesRoches, President of Rice University, joins to discuss higher education, student loans, acceptance rates, and other issues involving American universities. Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, joins to discuss his market outlook and sectors he likes for the rest of 2023. Ed Price, Senior Fellow at NYU and Principal at Ergo, joins to talk about the war in Ukraine and geopolitical risks. Ivana Delevska, founder and CIO at Spear Invest, joins to talk about investing strategies and outlook for markets. Amanda Rebello, Head of Xtrackers Sales, US Onshore at DWS Group, joins to give her market analysis and her role at DWS.

Hosted by John Tucker, Bailey Lipschultz and Carol Massar.

See omnystudio.com/listener for privacy information.

Episoder(3384)

Gavekal's Kroeber: China Needs a Consumer Led Economy (Audio)

Gavekal's Kroeber: China Needs a Consumer Led Economy (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Arthur Kroeber, Founding Partner of Gavekal Dragonomics, a China-focused economic research consultancy in Beijing, and a fellow of t...

29 Apr 201611min

SG's Juckes Says USD/JPY Could Easily Trade Down to 100 (Audio)

SG's Juckes Says USD/JPY Could Easily Trade Down to 100 (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Kit Juckes, Global Strategist at Societe Generale, for a look at currencies, and the dollar hitting lows.See omnystudio.com/listener...

29 Apr 20168min

WM's Steiner on Earnings, Generating Big Cash (Correct)(Audio)

WM's Steiner on Earnings, Generating Big Cash (Correct)(Audio)

(Corrects ticker in headline) (Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David Steiner, CEO of Waste Management, on the company’s strong earnings, and focus to "have destiny i...

28 Apr 201611min

Bloomberg's Sweeney, Wilson on Amazon's Blowout Earnings(Audio)

Bloomberg's Sweeney, Wilson on Amazon's Blowout Earnings(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Paul Sweeney, Director of North American Research and Media analyst for Bloomberg Intelligence, and David Wilson, Bloomberg stocks e...

28 Apr 201612min

Caprock's Weatherley-White: Plotting for Post-Carbon Era(Audio)

Caprock's Weatherley-White: Plotting for Post-Carbon Era(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Matthew Weatherley-White, Managing director of The Caprock Group and the architect of their Impact Platform, discusses the energy la...

28 Apr 20168min

Standard Life's Morris Likes Rockwell Collins, Schwab (Audio)

Standard Life's Morris Likes Rockwell Collins, Schwab (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jeff Morris, Head of US Equities at Standard Life Investments, on US Equities, focusing on banking, industrial, and aerospace/defens...

28 Apr 201611min

Bloomberg's Halperin on Trump's Appeal: People Like Fun (Audio)

Bloomberg's Halperin on Trump's Appeal: People Like Fun (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Mark Halperin, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political ne...

28 Apr 20166min

Bloomberg's Damouni on Abbott's 'Transformational' Deal (Audio)

Bloomberg's Damouni on Abbott's 'Transformational' Deal (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Sasha Damouni, Bloomberg First Word Health Care reporter, on Abbott buying St Jude Medical for $25 Billion in a reco...

28 Apr 20163min

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