Surveillance: Tech Exposure with Shah
Despite cutting exposure to tech last year, Seema Shah, Principal Asset Management Chief Global Strategist, remains a long-term believer in the sector. Marilyn Watson, BlackRock Head of Global Fundame...
7 Juni 202333min
Surveillance: Bank Capital with PIMCO CEO
Emmanuel Roman, PIMCO CEO, says banks are going to be tight for capital. Julian Emanuel, Evercore ISI Chief Equity, Derivatives & Quant Strategist, says we're in a momentum market, raising his S&P tar...
6 Juni 202336min
Surveillance: 'YOLO' Travel with Capuano
Anthony Capuano, Marriott International President & CEO, doesn't see the end of "YOLO" traveling happening anytime soon. Michael Gapen, BofA Securities US Economist, says good news is back to being ba...
5 Juni 202327min
Surveillance: Labor Market Sends Mixed Signals
Randall Kroszner, University of Chicago Booth School Economics Professor & Fmr. Fed Governor, says unless the US gets an immaculate disinflation, he doesn't see the Fed cutting "anytime soon." Jeff Ro...
2 Juni 202334min
Surveillance: Skip vs. Pause with Dudley
Bill Dudley, Bloomberg Opinion Columnist, Bloomberg Economics Senior Advisor & Former NY Fed President, says the Fed's usage of a "skip" versus a "pause" is to temper market expectations that they are...
1 Juni 202326min
Surveillance: Michele sees recession by year end
Bob Michele, JPMorgan Asset Management Head of Fixed Income, says he sees a recession by the end of the year and the Fed cutting rates by September. Rep. Bryan Steil, Republican from Wisconsin says th...
31 Maj 202337min
BONUS EPISODE: Jamie Dimon Exclusive Interview
Jamie Dimon is in Shanghai for JPMorgan's China summit. It's the first time the bank's flagship event is being held in person since 2019. Bloomberg News sat down for a wide-ranging, exclusive intervie...
31 Maj 202318min
Surveillance: Levitt on Fed's path forward
Brian Levitt, Inveso Global Market Strategist, says we are close to the end of the tightening cycle. Mandeep Singh, Sr. Technology Analyst for Bloomberg Intelligence on Nvidia's march toward $1 trilli...
30 Maj 202333min
