Slowing China Manufacturing May Benefit Global Economy (Podcast)
Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on why a slowing China isn't necessarily a bad thing for the global economy. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelli...
2 Jan 201927min
Eaton Vance Sees Buying Opportunities in HY, IG Credit
Henry Peabody, Vice President and portfolio manager for Eaton Vance, on opportunities and risks in the credit markets. Michael Hirson, Director: Asia for Eurasia Group, on China economic data, and out...
31 Dec 201829min
This One Weird Number Explains Everything: DataTrek's Colas
Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on what's behind the volatile trading week and why the market hasn't yield the long-term results that investors expected. D...
28 Dec 201827min
Don't Turn Your Back On Energy Stocks At These Prices
Stephen Guilfoyle, Founder and President of Sarge986 LLC, on what’s driving stock market fluctuations, and why he's buying energy. Atish Davda, CEO of EquityZen, discusses his 2019 IPO outlook, includ...
27 Dec 201831min
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
