Surveillance: Inflation Drivers with Stiglitz (Podcast)
Joseph Stiglitz, Columbia University Professor & Nobel Laureate, says we will eventually go through a period of disinflation. Kathy Bostjancic, Oxford Economics Chief US Economist, thinks it's possibl...
3 Aug 202223min
Surveillance: Fed Cycle with Mike Wilson (Podcast)
Mike Wilson, Morgan Stanley Chief US Equity Strategist, says any talk of a Fed pivot at this point is premature. Mandy Xu, Credit Suisse Head of Equity Derivatives Strategy, suggests going long gold a...
2 Aug 202227min
Surveillance: Pelosi's Taiwan Visit with Cohen (Podcast)
William Cohen, Chairman & CEO of the Cohen Group, Former Secretary of Defense and Former US Senator, says China would view a visit to Taiwan by Nancy Pelosi as a finger in the eye of Xi Jinping. Lara ...
1 Aug 202226min
Surveillance: Inflation Concerns with Reinhart (Podcast)
Vince Reinhart, Dreyfus and Mellon Chief Economist, expects inflation will halve over the next year, which will then allow the Fed to pivot. Barbara Ann Bernard, Wincrest Capital Founder, CEO & CIO, s...
29 Jul 202225min
Surveillance: Weak US GDP with Pingle (Podcast)
Jonathan Pingle, UBS Chief US Economist, says the guts of the US GDP report look weak. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, is more concerned about the n...
28 Jul 202223min
Surveillance: Slowing Economy with Hyman (Podcast)
Ed Hyman, Evercore ISI Chairman & Founder & Head of Economic Research, says the economy is doing fine now, but it will slow with inflation. Alicia Levine, BNY Mellon Wealth Management Head of Equities...
27 Jul 202227min
Surveillance: Inflation Downturn with Emanuel (Podcast)
Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, sees signs of inflation turning down. Saira Malik, Nuveen Chief Investment Officer, says we are likely already in a recession. Repr...
26 Jul 202222min
Surveillance: Severe Recession with Roubini (Podcast)
Nouriel Roubini, Roubini Macro Associates CEO & TheBoomBust.com Co-CEO, says the idea of a short, shallow recession is a delusion. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Re...
25 Jul 202227min
