I Don't See A Recession In 2019: Cumberland's Kotok
David Kotok Chairman & Chief Investment Officer of Cumberland Advisors, on markets, why munis are a buy, and outlook for bonds and markets. Marty Schenker, Chief Content Officer for Bloomberg, on the...
26 Dec 201833min
Fed Will Struggle to Cut Balance Sheet to $3 Trillion (Podcast)
Nathan Sheets, Chief Economist and Head of Global Macroeconomic Research for PGIM Fixed Income, on the Fed, the balance sheet, and the global economy. Rob Lefferts, Microsoft’s Corporate Vice Presiden...
20 Dec 201832min
China Intellectual Property Poses Biggest Thorn For U.S. (Podcast)
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the biggest issue the U.S. has with China. John Kilduff, Founding Partner of Again Capital, on where oil pri...
19 Dec 201824min
Banks Poised to Suffer Losses On Buyout Loans: Peabody (Podcast)
Charles Peabody, President of Portales Partners LLC, on the outlook for banks: have they seen the bottom or is there more pain to come? Alberto Gallo, Partner and Portfolio Manager for the Algebris M...
19 Dec 201828min
It's Premature To Start Celebrating the Death of Obamacare (Podcast)
Max Nisen, Bloomberg Opinion health care columnist, discusses his column, "Celebration of Obamacare’s Death Is Again Premature." Alex Spinelli, former head of Amazon’s Alexa, discusses his new AI cre...
17 Dec 201831min
Xi Sees Tariffs As Aggravation He Doesn't Need: Magnus (Podcast)
George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on the slowdown in China’s economy, and China-U.S. trade relations. Noah Feldman, Harvard Law Profe...
14 Dec 201828min
Pimco Sees Short-Term Opportunities, Long-Term Pain In Corporate Credit
Dan Ivascyn, Chief Investment Officer of PIMCO overseeing $1.7 trillion in assets, and manager of the world’s biggest actively-managed bond fund, discusses everything from leveraged loans to Brexit to...
13 Dec 201835min
GFG Plans On Producing 5 Millions Tons Of Steel in U.S. (Podcast)
Grant Quasha, CIO of GFG Alliance USA, on global steel markets, on why his company is betting on U.S. steel. Richard Conn, Managing Partner of Eurasia Advisors, on Trump and Putin, what to expect from...
12 Dec 201826min
