The World is Awash with Capital, Ailman Says
Katie Stockton, Fairlead Strategies Founder & Managing Partner, says in the corrective phase, they saw sentiment go from extremely bullish to bearish in a matter of days. Chris Ailman, California Sta...
1 Mar 201827min
No Signs of Late Cycle Behavior, Eisman Says
Steve Eisman, Eisman Group Neuberger Bergman Senior Portfolio Manager, says the student loan problem is a U.S. government problem. Jerome Schneider, PIMCO Head Of Short-Term Portfolio Management and F...
28 Feb 201830min
China is Not Monolithic, Tsang Says
Brian Levitt, OppenheimerFunds Senior Investment Strategist, does not think we're going to hear the Fed call for 4 rate hikes this year. Margaret Talev, Bloomberg Senior White House Correspondent, upd...
27 Feb 201831min
Coming Soon: Decrypted Season 2
Decrypted returns on March 6th with a brand new season. Here's a sneak peek of what's in store. We'll be releasing new episodes every Tuesday starting next week. See omnystudio.com/listener for privac...
27 Feb 20182min
Surveillance: Powell is Not Massive Regime Change, Wieting Says
Steve Wieting, Citi Private Bank Global Chief Strategist, says there is an underlying sense of optimism from companies. Carsten Brzeski, ING-DiBa Chief Economist, says Italy is still one of the laggar...
26 Feb 201833min
We Need to Invest in Human Capital, Manyika Says
Carl Weinberg, High Frequency Economics Founder & Chief Economist, says in order to create jobs, we need a project like the space race in the sixties. Mike Darda, MKM Partners Chief Economist & Chief ...
23 Feb 201836min
The Key is Productivity, Rajan Says
Bill Lee, Milken Institute Chief Economist, says his conviction is that inflation is not around the corner. Bob Miller, BlackRock Head of U.S. Multi-Sector Fixed Income, says risk-free rates have to g...
21 Feb 201832min
We Are Starting to Use Up Capacity, Ablin Says
Jack Ablin, Cresset Founding Partner and Chief Investment Officer, says companies have seen a remarkable amount of pricing power; it was much more than he expected.Greg Valliere, Horizon Investments C...
20 Feb 201828min
