Trade Uncertainty Means Volatility Is Here to Stay: Clay Lowery

Trade Uncertainty Means Volatility Is Here to Stay: Clay Lowery

Clay Lowery, Managing Director at Rock Creek Global Advisors and former Assistant Secretary for International Affairs at the US Treasury Department, on tariffs, and the US considering an emergency CFIUS law to curb China takeovers. Brian Kleinhanzl, Equity research analyst at Keefe, Bruyette & Woods, discusses why Goldman's transition to be more "bank-like" may fail. Hugh Son, Bloomberg finance reporter, on the Wall Street battle between man and machine, and highlights from Jamie Dimon's annual letter to shareholders. Cole Smead, Managing Director and Portfolio Manager at Smead Capital Management, on markets and how passive vehicles don't help investors during bear markets.

See omnystudio.com/listener for privacy information.

Avsnitt(3339)

Amazon and the FTC, SCOTUS, Ukraine, and Apple (Podcast)

Amazon and the FTC, SCOTUS, Ukraine, and Apple (Podcast)

Kriti Gupta, markets reporter and host of Bloomberg Surveillance: Early Edition, joins the program to discuss her research on the Amazon-FTC case. Matt Stucky, Senior Portfolio Manager at Northwestern...

30 Juni 202352min

Bank Stress, Student Loans, Markets, and Carnival (Podcast)

Bank Stress, Student Loans, Markets, and Carnival (Podcast)

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks Analyst with Bloomberg Intelligence, joins the program to discuss the ...

29 Juni 20231h

Fed, Chips, Battery Mining, Markets, and Real Estate (Podcast)

Fed, Chips, Battery Mining, Markets, and Real Estate (Podcast)

Tim Duy, Chief US Economist at SGH Macro Advisors and professor at the University of Oregon, joins to share his thoughts on the Fed. Gerard Barron, executive chairman and CEO at The Metals Company (NA...

28 Juni 202353min

AI, Labor, Stocks, Ford, and Commodities (Podcast)

AI, Labor, Stocks, Ford, and Commodities (Podcast)

Dan Ives, Senior Equity Analyst at WedBush Securities, joins the show in studio to talk about the outlook for AI and tech as well as his recent note. Michaela Grimm, Senior Economist with Allianz, joi...

27 Juni 202353min

Ukraine and Russia, IBM, PacWest, and VCs (Podcast)

Ukraine and Russia, IBM, PacWest, and VCs (Podcast)

Leonid Bershidsky, columnist with Bloomberg Opinion, discusses the latest on Russia and what this weekend’s events mean for Vladimir Putin’s grip on power and the direction of the war. Maria Tadeo, Eu...

26 Juni 202343min

Rates and Real Estate, the BOE, AI, and Global Outlook (Podcast)

Rates and Real Estate, the BOE, AI, and Global Outlook (Podcast)

Marcus Ashworth, columnist with Bloomberg Opinion, joins the program to discuss the Bank of England and outlook for the UK economy. Natalie Wong, Real Estate Reporter with Bloomberg News, joins the sh...

23 Juni 202351min

Ford's EV Credit, Bitcoin, Powell, and Equinix (Podcast)

Ford's EV Credit, Bitcoin, Powell, and Equinix (Podcast)

Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest LEI data and gives her outlook for the economy. Akshat Rathi, Senior Climate Reporter with Bloomberg News, joins to ...

22 Juni 202352min

Hunter Biden, Eli Lilly, CAVA, and Geopolitics (Podcast)

Hunter Biden, Eli Lilly, CAVA, and Geopolitics (Podcast)

Nick Akerman, former assistant Special Watergate prosecutor, discusses Hunter Biden and Donald Trump. Sam Fazeli, Head of Euro Research/Pharma Analyst with Bloomberg Intelligence, joins the program to...

20 Juni 202355min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
rss-borsens-finest
rss-svart-marknad
avanzapodden
svd-tech-brief
fill-or-kill
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
dynastin
lastbilspodden
borsmorgon
rss-kort-lang-analyspodden-fran-di
24fragor
rss-dagen-med-di
kapitalet-en-podd-om-ekonomi
montrosepodden