$11 Billion EM Investor Is Sticking With Brazil Despite Strike

$11 Billion EM Investor Is Sticking With Brazil Despite Strike

Paul McNamara, Investment Director for emerging markets at GAM UK Ltd., discusses how the strike by Brazilian truck drivers is impacting global commodity markets. Fernando Napolitano, President and CEO of the Italian Business & Investment Initiative, discusses Italy’s governmental politics and the impact it’s having on the country's business community. Betsey Stevenson, Former Chief Economist at the US Department of Labor and Associate Professor of Public Policy at the University of Michigan, on why childhood education & high quality childcare should be a priority over free college. Lananh Nguyen, FX reporter for Bloomberg, on persisting misbehavior in the $5.1 trillion-a-day FX market.

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Retailers Face Long, Tough Road As Unsold Inventory Builds

Retailers Face Long, Tough Road As Unsold Inventory Builds

James Fallon, Editorial Director of Women's Wear Daily, discusses how the pandemic will forever shape the retail landscape as we know it. Marko Papic, Chief Strategist for Clocktower Group, discusses ...

6 Apr 202030min

Staffing CEO Sees Unemployment Maxing Out At 13-15%

Staffing CEO Sees Unemployment Maxing Out At 13-15%

Tom Gimbel, CEO of global staffing company LaSalle Network, on the unprecedented job losses due to the coronavirus. Dr. Jonathan Gruber, Professor of Economics at MIT, and key architect of both Romney...

3 Apr 202028min

Oil Price Could Revisit 1986 Low of $9.75: Stephen Schork

Oil Price Could Revisit 1986 Low of $9.75: Stephen Schork

Stephen Schork, President of the Schork Group, discusses why U.S. oil exports may be done for. Cole Smead, President and Portfolio Manager at Smead Capital Management, on seeing one of the greatest st...

2 Apr 202030min

Western Asset Sifting For Opportunities Amid Credit Rubble

Western Asset Sifting For Opportunities Amid Credit Rubble

Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on opportunities in fixed income. Peter Kenny, Founder of Strategic Board Solutions, on why markets will come back. Bess Fre...

1 Apr 202029min

U.S. Recovery Not Likely Until End of Q3: Bart Van Ark

U.S. Recovery Not Likely Until End of Q3: Bart Van Ark

Bart Van Ark, Chief Economist at the Conference Board, on consumer confidence and an update to their U.S. economic forecast for 2020. Julian Lee, Bloomberg oil strategist and Opinion columnist, on oil...

31 Mars 202026min

Commercial Real Estate Set Up For 'Profound' Recovery: MMI CEO

Commercial Real Estate Set Up For 'Profound' Recovery: MMI CEO

Hessam Nadji, CEO of Marcus and Millichap (NYSE:MMI), on what's happening to commercial real estate as the coronavirus shuts down businesses, retailers and hotels. Ellen Wald, President of Transversal...

30 Mars 202026min

Casual Dining Chains Could Lose 75% of Sales: BI's Halen

Casual Dining Chains Could Lose 75% of Sales: BI's Halen

Michael Halen, Senior Restaurant analyst for Bloomberg Intelligence, on the Covid-19 outlook for North America restaurants. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Inte...

26 Mars 202026min

Structural Changes To Society Will Reshape Post-Virus Economy

Structural Changes To Society Will Reshape Post-Virus Economy

Frances Donald, Managing Director, Chief Economist & Head of Macro Strategy at Manulife Investment Management, on her prognosis for the economy. Dr. Leana Wen, emergency physician, public health profe...

25 Mars 202028min

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