
BREAKING NEWS: Trump Indicted Again
Former President Trump has been indicted for a fourth time. Here's everything you need to know about the new charges. For more podcasts like this, and the news you need to start your day, subscribe t...
15 Aug 20239min

Surveillance: Mayo on Future of GS
Mike Mayo, Wells Fargo Head of US Large-Cap Bank Research says Goldman Sachs shares would probably go down if David Solomon were fired today. Sebastien Page, T. Rowe Price Chief Investment Officer and...
14 Aug 202326min

Surveillance: Hollenhorst on Soft Landing
Andrew Hollenhorst, Citi Chief US Economist, doesn't think the US is headed to a soft landing. Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist, says the markets are ena...
11 Aug 202330min

Surveillance: US July CPI with Dutta
Neil Dutta, Renaissance Macro Research Head of US Economic Research, says the Fed hasn't done enough. David Kelly, JPMorgan Asset Management Chief Global Strategist, says inflation could get back down...
10 Aug 202324min

Surveillance: Cabana on the Fed
Mark Cabana, BofA Securities Head of US Rates Strategy says the Fed may have to keep rates higher for longer. Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist says the US economy is in a ...
9 Aug 202326min

Surveillance: Chadha on 'The Wobble'
Binky Chadha, Deutsche Bank Chief Global Strategist & Head of Asset Allocation, says we are due for a 3-5% pullback in the equity markets as outlined in his "Wobble" call. Meera Pandit, JPMorgan Asset...
8 Aug 202333min

Surveillance: Market Pause with Calvasina
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says the markets need to stop, pause and have a moment of digestion. Mike Wilson, Morgan Stanley Chief US Equity Strategist & Chief Inve...
7 Aug 202338min

US adds 187,000 Jobs (Podcast)
Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund says we are seeing normalization in the labor market. Ed Yardeni, Yardeni Research President says we're in a rolling r...
4 Aug 202326min




















