Neil Shearing, Capital Economics Chief Emerging Markets Economist, predicts we won't see any meaningful liberalization in China anytime soon. Daniel Tannebaum, PwC Principal and Global Sanctions Leader, says the multilateral sanction days are hanging by a thread. Diane Swonk, Grant Thornton US Chief Economist, says she's worried about the economy having a good year at the expense of future years. Eric Freedman, US Bank Wealth Management Chief Investment Strategist, says second and third derivati...
Jan 08, 2018•27 min
James Bullard, Federal Reserve Bank of St. Louis President, says the Fed should debate the meaning of a flattening yield curve. Alan Krueger, Princeton University Professor, says we'll see less infrastructure investment because of the tax bill. Bill Gross, Janus Henderson Fund Manager, says we're in a bond bear market but we won't lose a lot of money. Gary Cohn, National Economic Council Director, says the economy will continue to grow and add jobs. See omnystudio.com/listener for privacy inform...
Jan 05, 2018•50 min
John Silvia, Wells Fargo Chief Economist, says the European economic strength has been surprising but it will simmer down. James Stavridis, Tufts Fletcher School Dean, says President Trump must up his game to resolve North Korea diplomatically. Alessio de Longis, Oppenheimerfunds Portfolio Manager, says the Fed is hiking at a much more gradual pace than we've seen historically. See omnystudio.com/listener for privacy information....
Jan 04, 2018•25 min
Ron Temple, Lazard Asset Management Managing Director & Co-Head of Multi Asset, said 2018 will see higher interest rates on the long end of the curve. Former Minneapolis Fed President Narayana Kocherlakota said the Fed can stop inflation from coming by raising rates and is worried about the Fed still raising rates. Krishna Memani, OppenheimerFunds CIO, said because of the tax bill, there will be a short-term increase in growth and earnings. U.S. Representative Will Hurd (R-TX) said building ...
Jan 03, 2018•38 min
Jack Lew, Former U.S. Treasury Secretary, said the U.S. economy needs a targeted investment. Ian Bremmer, Eurasia Group Founder and President, said most American companies are happy with Trump's domestic policies but not happy with his international policies. Dom Barton, McKinsey & Co. Global Managing Partner said when trade deals go wrong, it's a race to the bottom. Vint Cerf, Google Chief Internet Evangelist, said our ability to use machine learning is quite impressive and we can absorb la...
Jan 02, 2018•46 min
Luigi Zingales, Chicago Booth Professor of Finance, says Ireland's success story is a result of its low tax rates attracting foreign investment. Michael Purves, Weeden And Co Chief Global Strategist, predicts tech and financials are going to continue to outperform next year. Julian Kheel, The Points Guy Senior Analyst, says we may see smaller seats on flights. See omnystudio.com/listener for privacy information.
Dec 29, 2017•26 min
Michael Holland, Holland & Company Chairman, says the intrinsic value of a company can erode. Chris Edwards, CATO Institute Director of Tax Policy, thinks both the economy and the government will end up being winners under the GOP Tax law. Matt Brill, Invesco Advisers Senior Portfolio Manager, expects to see balance sheets expand well into 2019. See omnystudio.com/listener for privacy information.
Dec 28, 2017•24 min
Tony Crescenzi, PIMCO Portfolio Manager, says anyone appointed to the Fed should be great at communication. David Burton, Heritage Foundation’s Senior Fellow in Economic Policy, says the tax legislation is a shadow of what it should have been. Kevin Cummins, Natwest Senior Economist, says the Fed rate hike pace won't be a threat to economic activity. RJ Gallo, Federated Investors Senior Portfolio Manager and Head of Duration Committee, says tax cuts don't pay for themselves. See omnystudio.com/l...
Dec 27, 2017•34 min
Kim Schoenholtz, Stern School of Business Professor, says Bitcoin's bubble won't be worrisome for the economy if it bursts. Sharyn O'Halloran, Columbia University Professor, says simplifying and closing loopholes would have done a lot for our tax system. Stephen Schork, Schork Group President, says $75 oil is a long ways off. See omnystudio.com/listener for privacy information.
Dec 27, 2017•47 min
Jason Furman, Former Council of Economic Advisers Chairman, offers a Surveillance correction for Tom Keene. Craig Moffett, MoffettNathanson Founder and Senior Research Analyst, says AT&T stock may be one of the biggest winners from tax reform. Jerry Storch, Storch Advisors CEO and former Hudson's Bay CEO, predicts there will always be room for well-located, "A" malls. Diane Swonk, DS Economics Founder, is disappointed that instead of tax reform, we did tax cuts. See omnystudio.com/listener f...
Dec 22, 2017•32 min
Charles Kantor, Neuberger Berman Group Managing Director/Portfolio Manager, says we've lived in an environment of unusually low volatility because of the tremendous amount of global liquidity. Stan Collender, MSLGROUP National Director of Financial Communications, says the Republicans have already started politicizing the deficit. Matt Winkler, Bloomberg Editor-in-Chief Emeritus, tells the story of the day he hired Tom Keene. Oliver Chen, Cowen and Company Senior Analyst, says micro-trends are h...
Dec 21, 2017•28 min
Chris Rupkey, MUFG Union Bank Chief Financial Economist, likes the upward movement in yields but he doesn't trust it. Jon Lieber, PwC Washington National Tax Services Principal, doesn't think the Democrats will score points going after the deficit. David Miliband, International Rescue Committee President & CEO, says one of the phenomenons of globalization is people urbanizing, including refugees. Jim Bianco, Bianco Research LLC President & Founder, says the benefit of bitcoin right now i...
Dec 20, 2017•34 min
Robert Kaplan, Dallas Fed President, says the U.S. is lagging in educational attainment and it's hurting productivity. Neel Kashkari, Federal Reserve Bank of Minneapolis President, says the Fed should be cautious about raising interest rates further until they actually see inflationary pressures building. Bill Hoagland, Bipartisan Policy Center Senior Vice President, says the tax bill should be beneficial in the short term. See omnystudio.com/listener for privacy information....
Dec 19, 2017•24 min
Carl Weinberg, High Frequency Economics Founder, says we're all just speculating about where bitcoin is going. Antony Phillipson, U.K. Consul General to New York and Director General of International Trade North America, says completing phase 1 of Brexit negotiations was a big moment for the U.K. Bob Profusek, Jones Day Head of Mergers and Acquisitions, says "synergy" is often another word for job cuts when it comes to deals. Jared Bernstein, Center on Budget and Policy Administration Senior Fel...
Dec 19, 2017•30 min
Bob Sinche, Amherst Pierpont Global Strategist, predicts U.S. bond yields will go higher next year. Gideon Rose, Foreign Affairs Editor, says one of the interesting things to watch in 2018 is the Saudi-Iranian relationship. Jens Nordvig, Exante Data CEO and Founder, foresees an institutional chapter in the cryptocurrency market. Sony Kapoor, Re-Define Managing Director, says he never lost faith in the EU's ability to stay together and be resilient, even in the depths of the European crisis. See ...
Dec 15, 2017•36 min
Julia Coronado, MacroPolicy Perspectives President & Founder, says one of the biggest disappoints of the year is that wage growth hasn't accelerated. Jan Hatzius, Goldman Sachs Chief Economist, predicts the unemployment rate is going to fall more rapidly than what the Fed forecasts. Steve Keen, Kingston University Economics Professor, says the major factor behind the rise in the S&P is quantitative easing. Bob Iger, The Walt Disney Company Chairman and CEO, expects scrutiny from regulato...
Dec 14, 2017•31 min
Peter Hooper, Deutsche Bank Chief Economist, predicts unemployment is going into the mid-3s by the end of next year. Anthony Scaramucci, Former White House Communications Director, says there are great high-yielding assets in the hedge fund space. Greg Valliere, Horizon Investments CIO, says the Alabama election is a real wake up call to the GOP. Dennis Gartman, Gartman Letter Publisher, says the oat market has always been the canary in the coal mine of grains. See omnystudio.com/listener for pr...
Dec 13, 2017•26 min
Howard Ward, Gabelli Funds CIO of Growth Equities, says it's time to be prepared for turbulence in the equity markets. Terry Haines, Evercore ISI Political Analyst, says whoever wins the Alabama election, the tax bill will still go forward. Brian Reynolds, Canaccord Genuity Asset Class Strategist, says credit cycles always end and when they do, it's badly. Cameron and Tyler Winklevoss, Gemini Co-Founders, say the great thing about the bitcoin futures contract is that naysayers can now short it. ...
Dec 12, 2017•37 min
Robert Shiller, Nobel Laureate & Yale Professor, is not sure it was a good idea to launch bitcoin futures because he thinks it's still not a reputable market. Isaac Boltansky, Compass Point Senior Vice President, says the likelihood of a government shutdown is dependent on whether or not the tax bill passes. Viraj Patel, ING FX Strategist, thinks this year was a learning point for markets.Don Rissmiller, Strategas Research Chief Economist, says he would not expect bold comments from the Fed ...
Dec 12, 2017•25 min
Willem Buiter, Citigroup Global Chief Economist, says he would not give the GOP tax package particularly high marks. Alan Krueger, Princeton University Economics Professor, says the opioid crisis is a result of American medical practices and the government can do more to aid it. James Glassman, JPMorgan Chase Commercial Banking Head Economist, says if the U.S. stays at full employment, we'll hopefully see more wealth spread to rural economies.Bill Gross, Janus Henderson Fund Manager, reacts to t...
Dec 08, 2017•37 min
Peter Oppenheimer, Goldman Sachs Chief Global Strategist, says there is still deep value in Europe. Omair Sharif, Societe Generale Chief U.S. Economist, does not foresee a ton of upside for healthcare next year. Jim Morris, Bloomberg News First Word Reporter, says this is the worst fire season Southern California has seen in years. Fred Lane, Lane Generational of Raymond James Managing Partner, says there is inevitably a bond bear market coming but it's not going to be that deep. See omnystudio....
Dec 07, 2017•26 min
Martin Feldstein, Harvard University George F. Baker Professor of Economics, says now is the time for tax reform because the politics are right. Henry Olsen, EPPC Senior Fellow, says President Trump needs to recover his populist mojo. Matt Hornbach, Morgan Stanley Global Head of Interest Rates Strategy, says it's time for the next bond market phase. Michael Chui, McKinsey & Co. Senior Fellow, says there is enough work for people to do, even with the increased use of robots. See omnystudio.co...
Dec 06, 2017•30 min
Brian Wieser, Pivotal Research Group Senior Research Analyst, says Europe won't continue to let tech companies not pay taxes. Christopher Verrone, Strategas Research Partners Head of Technical Analysis, says small caps are in a position to reassume leadership. Megan Greene, Manulife Asset Management Chief Economist, says there is very little in the tax bill that will boost productivity. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says it's a great environment for banks right now ...
Dec 05, 2017•30 min
Scott Galloway, NYU Stern Professor and author of "The Four," told Jon Ferro and Tom Keene that we're about to see Margrethe Vestager go gangster on big tech regulation. Rich Greenfield, BTIG analyst, says it's not clear how Amazon, Apple, Facebook and Google will weaken given their size right now. Paul Sweeney, Bloomberg Intelligence Director of North American Research, says his team is beginning to analyze blockchain in the marketplace, from consumer to financial services. See omnystudio.com/l...
Dec 04, 2017•32 min
Highlights from the roller coaster week for Bitcoin as it hit record highs and gets the green light from regulators to allow trading on the CME and Cboe. Guests include:Steen Jakobson, Saxo Bank Chief Economist, Joseph Stiglitz, Columbia University Professor, Christopher Ailman, CalSTRS Chief Investment Officer, Anne Richards, M&G Investments Chief Executive, Robin Niblett, Chatham House DirectorJim McCaughan,Principal Global Investors CEO and Elaine Ou, Bloomberg View Columnist. See omnystu...
Dec 01, 2017•39 min
Geoff Dennis, UBS Investment Bank Head of EM Strategy, says they have told their investors to be careful being long on technology. Stephen Schork, Schork Report President, says the Black Swan for the 2018 oil market is Saudi Arabia driving Qatar into the arms of Iran. Ashwin Alankar, Janus Henderson Global Head of Asset Allocation and Risk Management, thinks a lot of people are misinterpreting bitcoin as the blockchain. Ben Emons, Intellectus Partners Chief Economist, says Marvin Goodfriend's no...
Nov 30, 2017•27 min
Joseph Stiglitz, Columbia University Professor, says the tax 'trigger' in the proposed tax bill is the worst kind of economic policy that you can imagine. Yanis Varoufakis, Former Finance Minister of Greece, says the architecture of the European economy can't sustain the shockwaves of this post globalization era. Jeffrey Currie, Goldman Sachs Global Head of Commodities Research, says its very surprising that the oil markets have not moved higher given the strength of the fundamentals and geopoli...
Nov 29, 2017•34 min
Money goes where it's treated best. That simple truth is a big reason why more and more money—trillions, in fact—flows into a powerful, low-cost tool that's quietly transformed investing in recent years. Exchange-traded funds, or ETFs, let you invest in everything from the stock market to gold like never before. This podcast will demystify them—and delight you in the process. See omnystudio.com/listener for privacy information.
Nov 28, 2017•2 min
Richard Clarida, PIMCO Global Strategic Advisor, says Jerome Powell is an excellent appointment for Fed Chair. Catherine Mann, OECD Chief Economist, says it's not clear how much corporate tax reform is in the GOP package but we haven't seen the full details yet. Diane Swonk, Diane Swonk & Associates CEO and Founder, says the payback from infrastructure spending has been lost on lawmakers over time. See omnystudio.com/listener for privacy information....
Nov 28, 2017•25 min
Julia Coronado, Macropolicy Perspectives President & Founder, says a 3% productivity growth is unrealistic under any economic investment boom. Guy Chiarello, First Data President, says people are getting comfortable with online and mobile retail. Jerry Storch, Storch Advisors CEO and Former CEO of Hudson's Bay, says the future is bright for retailers who make rapid changes. See omnystudio.com/listener for privacy information.
Nov 27, 2017•24 min
