Jonathan Gray, Blackstone President & COO, says inflation is “definitely becoming” more persistent and pervasive than expectations. Jens Nordvig, Exante Data Founder & CEO, explains why the next wave of the virus is expected to have less of an economic impact than earlier waves. Tiffany Wilding, PIMCO Chief Economist, expects a Fed rate hike at the start of 2023. Steve Chiavarone, Federated Hermes Portfolio Manager, sees opportunity in international stocks. See omnystudio.com/listener fo...
Oct 21, 2021•28 min
Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says stock picking is back. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, prefers equities over gold as an inflation hedge. Dan Ives, Wedbush Securities Senior Equity Research Analyst, expects GM to be a big participant in the electric vehicle transformation. Julia Coronado, President & Founder of Macropolicy Perspectives, discusses a Bundesbank after Jens Weidmann. See omnystudio.com/lis...
Oct 20, 2021•28 min
John Micklethwait, Bloomberg Editor-in Chief, discusses his exclusive interview with U.K. Prime Minister Boris Johnson. David Solomon, Goldman Sachs CEO, says the company will continue to do business with fossil fuel companies as part of a balanced transition to green energy. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says low yields are here to stay. Brent Schutte, Northwestern Mutual Wealth Management Chief Investment Strategist, says the economy is still pushing along and ...
Oct 19, 2021•29 min
Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the resilience of the market has been remarkable. Dana Peterson, The Conference Board Chief Economist, says she's optimistic on consumption. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discusses the use of Covid-19 booster shots in the U.S. and global vaccine distribution issues. Bobby Ghosh, Bloomberg Opinion Columnist, discusses the life and legacy of former U.S. Secretary of State Colin Po...
Oct 18, 2021•25 min
Danny Blanchflower, Dartmouth Professor of Economics and Former Bank of England policy maker, weighs U.S. recession risk. Jennifer Lee, BMO Senior Economist, discusses the surprise increase in September retail sales. Christian Bolu, Autonomous Research Senior Analyst, assesses this week's big bank earnings as Goldman Sachs beats estimates across the board. John Lipsky, Former IMF First Deputy Managing Director, says data integrity is central and critical to the IMF. See omnystudio.com/listener f...
Oct 15, 2021•25 min
Mohamed El-Erian, Bloomberg Opinion Columnist, describes the perfect storm facing emerging markets. Adam Posen, Peterson Institute for International Economics President, responds to Lawrence Summers's comment saying central bankers are too woke to tackle inflation. Vitor Gaspar, International Monetary Fund Fiscal Affairs Department Director, says central banks should look through the transitory increase in prices and conduct policy with a steady hand. Nadia Lovell, UBS Senior U.S. Equity Strateg...
Oct 14, 2021•33 min
Seema Shah, Principal Global Investors Chief Strategist, discusses outlook for markets ahead of inflation data out of the U.S. Alison Williams, Bloomberg Intelligence Senior Global Banks and Asset Managers Analyst, examines JPMorgan's third-quarter results that saw stronger than expected investment banking revenue. Nobel Laureate Joseph Stiglitz says Federal Reserve Chair Jerome Powell hasn’t done enough to address risk to the financial system stemming from climate change. International Energy A...
Oct 13, 2021•19 min
Michael Shaoul, Marketfield Asset Management CEO, assesses inflationary pressures from rising energy prices. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says earnings season is going to give us a really good clue of where we’re going on some of these supply issues. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, examines inflation, stagflation, and growth expectations as he urges investors to take a broad view of economic metrics. Dr. Amesh...
Oct 12, 2021•25 min
Jan Hatzius, Goldman Sachs Chief Economist, sees no Fed hike next year as growth slows. Claudia Sahm, Jain Family Institute Senior Fellow and Bloomberg Opinion Columnist, says the Covid-19 crisis has amplified the inequality in the economy. Guido Imbens, 2021 Nobel Prize for Economic Sciences Winner and Stanford University Graduate School of Business Economics Professor, discusses award-winning work using experiments that draw on real-life situations to revolutionize empirical research. Dr. Josh...
Oct 11, 2021•30 min
Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, says the U.S. jobs report miss has a delta variant characteristic to it. Tiffany Wilding, PIMCO Chief U.S. Economist, expects a re-acceleration of hiring in October. Jack Ciattarelli, New Jersey Gubernatorial Candidate, says we need to downsize, streamline and modernize the New Jersey state government. Andrew Pekosz, Johns Hopkins School of Public Health Professor & Virologist, discusses vaccinating kids in the 5-11 ...
Oct 08, 2021•31 min
Richard Haass, Council on Foreign Relations President, says the greatest threat to the United States is itself. Noubar Afeyan, Moderna Co-Founder and Chairman, discusses the company's efforts to expand vaccinations to frontier economies. Amrita Sen, Energy Aspects Chief Oil Analyst, says we’re going to be in this era of high energy prices until demand for fossil fuels comes off and that’s still years away. Sarah House, Wells Fargo Senior Economist, says we have seen a permanent loss of labor sup...
Oct 07, 2021•23 min
Bill Dudley, Former New York Fed President, Bloomberg Opinion Columnist & Senior Advisor to Bloomberg Economics, says the Fed is fighting the wrong war on inflation. Christian Nolting, Deutsche Bank Private Bank Global Chief Investment Officer, expects better opportunities to buy into the markets in the coming weeks. Barbara Corcoran, Barbara Corcoran Venture Partners Co-Founder, says the U.S. housing market has gone bonkers. Subadra Rajappa, Societe Generale U.S. Rates Strategy Head, expect...
Oct 06, 2021•30 min
Megan Greene, Kroll Institue Global Chief Economist & Harvard Kennedy School Senior Fellow, says supply shocks will be the biggest drag on growth and persist for at least next six months. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, says the rate-driven rotation to value and smaller caps echoes Q1. George Saravelos, Deutsche Bank Global FX Research Head, says the U.K. is at the epicenter of FX. Omar Aguilar, Schwab Asset Management CIO & Head of Investments, says it always e...
Oct 05, 2021•25 min
Bob Doll, Crossmark Global Investments CIO, says the near term is more treacherous, but that he sees no signs of recession. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, says growth is rotating away from the U.S. toward emerging markets. Wendy Schiller, Brown University Chair Of Political Science, says the Democrats are committing political malpractice. Candace Browning, BofA Securities Head of Global Research, says regulation is one of the biggest risks to crypto....
Oct 04, 2021•28 min
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says we've had a rolling correction since March. Andy Blocker, Invesco Head of U.S. Government Affairs, says the fissure in the Democratic party is a worry. James Sweeney, Credit Suisse Chief Economist, says stagflation is a silly hypothesis. Jane Foley, Rabobank Head of FX Strategy, says the weight of negative fundamentals in the U.K. has driven a wedge between the pound and rates. James Dyson, Dyson Chairman & Founder, discusses the...
Oct 01, 2021•32 min
Bob Woodward and Robert Costa, "Peril" Co-Authors, discuss the perils that remain ahead for Washington. Katherine Clark, Assistant Speaker of the House of Representatives, says Democrats are committed to passing Biden’s agenda, even if the infrastructure vote doesn't happen today. Jordan Rochester, Nomura G10 FX Strategist, says the euro is having a yen moment. Michelle Meyer, Bank of America Securities Head of U.S. Economics, says a stronger dollar means a stronger U.S. economy. See omnystudio....
Sep 30, 2021•34 min
Thomas Buberl, AXA CEO, discusses AXA's 2021 Future Risks Report. Ben Laidler, eToro Global Markets Strategist, says there will be a stock market rally by the end of the year. Elsa Lignos, RBC Global Head of FX Strategy, expects a better environment for the dollar. Robert Hormats, Tiedemann Advisors Managing Director & Former Goldman Sachs International Vice Chairman, says President Xi wants both tighter regulation and foreign investment in China. David Rubenstein, Host of Peer-To-Peer Conve...
Sep 29, 2021•35 min
Francisco Blanch, Bank of Americca Global Commodities & Derivatives Research Head, says energy prices could potentially be a multi-year problem. Diego Mesa Puyo, Colombian Energy & Mines Minister, says we are headed for a commodity supercycle. Frances Donald, Manulife Global Chief Economist & Global Head of Macroeconomic Strategy, expects growth and inflation will decelerate materially in 2022. Saira Malik, Nuveen Global Equities CIO, says lays out the bull case for equities and her ...
Sep 28, 2021•37 min
Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, says the correction in lower yields is over. Jean Boivin, Blackrock Research & Investment Institute Global Head, expects the first interest rate hike from the Federal Reserve to come in 2023. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says Democrats are scared of 2022. Lloyd Minor, Stanford University School of Medicine Dean, says the Covid vaccines are among the safest ever developed. See omnys...
Sep 27, 2021•23 min
Leland Miller, China Beige Book International CEO, says Evergrande is not China's Lehman moment. Michael Gapen, Barclays Chief U.S. Economist, says a day of reckoning is eventually coming for markets. Mike Darda, MKM Partners Chief Economist & Macro Strategist, says Fed tapering is all but in the bag. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, says stocks are in for a bumpier grind higher. See omnystudio.com/listener for privacy information....
Sep 24, 2021•27 min
Greek Prime Minister Kyriakos Mitsotakis says the country could phase out coal-fired power plants by 2025. Ian Bremmer, Eurasia Group President, says the Europeans are taking the lead on climate regulations. David Blanchflower, Dartmouth Professor & Former BOE Policy Committee Member, says inflation looks temporary and the hawkish crew is preaching from 1975. Representative French Hill, Republican from Arkansas, says he is concerned about the systemic risk of bad economic data out of China. ...
Sep 23, 2021•35 min
David Malpass, The World Bank President, says we need higher vaccinations in poor and developing nations. Glenn Hubbard, Columbia Professor of Economics, Columbia Business Dean Emeritus and Former Council of Economic Advisers Chairman, says Chairman Powell deserves a second term. Marilyn Watson, BlackRock Global Fundamental Fixed Income Strategy Head, expects to see real yields tick back up. Guillaume Faury, Airbus CEO, discusses the U.S. reopening air travel for vaccinated passengers. See omnys...
Sep 22, 2021•28 min
Ray Dalio, Bridgewater Associates Chairman, Chief Investment Officer & Founder, says China Evergrande Group’s debt crisis “is all manageable” even as lenders are hurt by the property developer’s troubles. Nouriel Roubini, Roubini Macro Associates CEO and TheBoomBust.com Co-CEO, says he is concerned the world is in a "debt trap." Laurence Boone, OECD Chief Economist, says the pickup in inflation is likely to be transitory. Governor Ned Lamont, Connecticut (D), says he wants to extend the stat...
Sep 21, 2021•46 min
Bill Dudley, Bloomberg Opinion Columnist & Former President, Federal Reserve Bank of New York, says there is a risk to the Fed's credibility. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the fear in the markets is really starting to becoming palpable. Andrew Hollenhorst Citi Chief U.S. Economist, says the most important economic mystery right now is what's going on in the labor market. Amber D'Souza, Johns Hopkins University Bloomberg School of Public Health Profess...
Sep 20, 2021•29 min
Margaret Patel, Wells Fargo Asset Management Senior Portfolio Manager, discuses the factors behind a quiet bond market, expecting modest but widespread gains for equities, and pricing for the riskiest parts of the market. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says prepare for stronger growth and higher rates. Dan Yergin, IHS Markit Vice Chairman and Author of “The New Map: Energy Climate and the Clash of Nations," examines energy and geopolitics amid the ...
Sep 17, 2021•25 min
Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says markets will climb higher for the end of the year and explains the risk factors he sees and where he has been trimming exposure. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, discusses winter outlook on Covid-19 and the confusion around booster shots. Thomas Costerg, Pictet Wealth Management Senior Economist, says he's positive on U.S. Growth as data shows an unexpected August increase in ret...
Sep 16, 2021•22 min
Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says that big tech and companies prioritizing the quality of their business will be key market drivers coming out of the coronavirus pandemic. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says the coronavirus pandemic is 'plateauing' in the U.S. Valdis Dombrovskis, EU Commissioner for Trade, discusses vaccine distribution and trade progress with the U.S. and China. David Rubenstein, Carlyle...
Sep 15, 2021•23 min
Sarah House, Wells Fargo Securities Senior Economist, says the August CPI report gives a lot of credence to the transitory debate. Barry Ritholtz, Bloomberg Opinion Columnist and Ritholtz Wealth Management Chief Investment Officer, discusses the real returns of real estate investing. Chris Grisanti, MAI Capital Equity Strategist and Senior Portfolio Manager, says he doesn't own Apple right now, he likes the future of Amazon and he thinks Boeing is priced at a very attractive level. Dr. Amesh Ada...
Sep 14, 2021•24 min
Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, says markets are overly optimistic on the labor market and monetary policy. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discusses school protocols for dealing with Covid outbreaks and the new normal of returning to work and school. Francisco Blanch, BofA Head of Global Commodities and Derivatives Research, remains constructive on commodities. Amy Wu Silverman, RBC Equity Derivatives S...
Sep 13, 2021•31 min
David Bianco, DWS CIO for the Americas, says positive real yields are unlikely in the coming years. Ann Miletti, Wells Fargo Asset Management Head of Active Equity, sees value in the long-run for big banks. Subadra Rajappa, Societe Generale Head of US Rates Strategy, says the bond market feels like a deer in the headlights waiting for more information. David Page, AXA Investment Managers Head of Macro Research, sees U.S. GDP growth at 2% in the long-term. See omnystudio.com/listener for privacy ...
Sep 10, 2021•21 min
