Surveillance: Global Economy is Resilient, Stoltzfus Says
John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says there is a remarkable resilience built into the global economy. Jared Bernstein, Senior Fellow at the Center on Budget an...
10 Feb 202028min
Surveillance: Credit Suisse Chairman Should Resign, Herro Says
David Herro, Harris Associates Chief Investment Officer, calls for Credit Suisse chairman Urs Rohner to resign. Ellen Zentner, Morgan Stanley Chief U.S. Economist, talks about jobs and salaries, and t...
7 Feb 202034min
Surveillance: Virus Causing Oil Shock, Says Goldman's Currie
David Folkerts-Landau, Deutsche Bank Chief Economist, says there is no question that the movement away from the political center is infecting monetary and fiscal policy. Jeffrey Currie, Goldman Sachs ...
6 Feb 202033min
Surveillance: Eisman Ends Bet Against Tesla
Steve Eisman, Eisman Group Neuberger Berman Senior Portfolio Manager, discusses the companies he is currently shorting. Doug Kass, Seabreeze Partners President, talks about parabolic moves, like the o...
5 Feb 202039min
Surveillance: Tesla Deserves Apple-Like Valuation, Munster Says
Jens Nordvig, Exante Data Founder & CEO, says the drop in Chinese tourism as a result of the coronavirus will be a major hit to other countries' economies. Leslie Vinjamuri, Chatham House Head of U.S....
4 Feb 202033min
Surveillance: Citi's Morse on Oil Downgrade
John Ryding, Brean Capital Chief Economic Advisor, says the coronavirus is more of a supply shock than a demand shock outside of China. Miranda Carr, Haitong Securities Senior Analyst, says consumptio...
3 Feb 202038min
Surveillance: Coronavirus With Eurasia Group's Sumpter
Dr. Peter Hotez, Dean of the National School of Tropical Medicine at Baylor College of Medicine in Houston, says the coronavirus is just as capable of being transmitted as SARS, but it is not as letha...
3 Feb 202029min
Surveillance: Central Banks With Blanchflower & Kroszner
David Blanchflower, Dartmouth College Economist and former BOE Monetary Policy Committee Member, says the Fed is now paying the consequences of its rate rises. Randall Kroszner, Former Fed Board Gover...
30 Jan 202030min
