Surveillance: Fed Cycle with Mike Wilson (Podcast)
Mike Wilson, Morgan Stanley Chief US Equity Strategist, says any talk of a Fed pivot at this point is premature. Mandy Xu, Credit Suisse Head of Equity Derivatives Strategy, suggests going long gold a...
2 Aug 202227min
Surveillance: Pelosi's Taiwan Visit with Cohen (Podcast)
William Cohen, Chairman & CEO of the Cohen Group, Former Secretary of Defense and Former US Senator, says China would view a visit to Taiwan by Nancy Pelosi as a finger in the eye of Xi Jinping. Lara ...
1 Aug 202226min
Surveillance: Inflation Concerns with Reinhart (Podcast)
Vince Reinhart, Dreyfus and Mellon Chief Economist, expects inflation will halve over the next year, which will then allow the Fed to pivot. Barbara Ann Bernard, Wincrest Capital Founder, CEO & CIO, s...
29 Juli 202225min
Surveillance: Weak US GDP with Pingle (Podcast)
Jonathan Pingle, UBS Chief US Economist, says the guts of the US GDP report look weak. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, is more concerned about the n...
28 Juli 202223min
Surveillance: Slowing Economy with Hyman (Podcast)
Ed Hyman, Evercore ISI Chairman & Founder & Head of Economic Research, says the economy is doing fine now, but it will slow with inflation. Alicia Levine, BNY Mellon Wealth Management Head of Equities...
27 Juli 202227min
Surveillance: Inflation Downturn with Emanuel (Podcast)
Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, sees signs of inflation turning down. Saira Malik, Nuveen Chief Investment Officer, says we are likely already in a recession. Repr...
26 Juli 202222min
Surveillance: Severe Recession with Roubini (Podcast)
Nouriel Roubini, Roubini Macro Associates CEO & TheBoomBust.com Co-CEO, says the idea of a short, shallow recession is a delusion. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Re...
25 Juli 202227min
Surveillance: Fed & Recession with Lacker (Podcast)
Jeff Lacker, Former Richmond Fed President, says the Fed should be willing to tolerate a recession to get inflation down. Rich Greenfield, LightShed Partners Partner and Media and Technology Analyst, ...
22 Juli 202228min
