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
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
