Larry Kudlow, National Economic Council Director, discusses President Trump’s Covid-19 diagnosis and the September jobs report. David Malpass, World Bank President, says masks have helped thwart the spread of Covid-19 in many parts of the world and stresses that the pandemic has been a "giant catastrophe." Dr. Peter Hotez, Baylor College of Medicine National School of Tropical Medicine Dean, discusses the risk factors President Trump faces after testing positive for Covid-19. Jeffrey Rosenberg, ...
Oct 02, 2020•43 min
New Jersey Governor Phil Murphy discusses the need for more economic stimulus, the state's millionaire tax and how the state is coping with the Covid-19 pandemic. Jim O'Sullivan, TD Securities Chief U.S. Macro Strategist, warns against too much optimism in the markets. James Sweeney, Credit Suisse Chief Economist, explains the momentum shift happening in the economy. Rebecca Rockey, Cushman & Wakefield Global Head of Forecasting, discusses Covid-19's impact on the office sector. See omnystud...
Oct 01, 2020•29 min
Thomas Barkin, Federal Reserve Bank of Richmond President, expects strong U.S. growth in the third quarter. Lisa Shalett, Morgan Stanley Wealth Management CIO, says she’s "shocked” markets haven’t been more tumultuous amid the uncertainty over another fiscal stimulus package. Daniel Boulud, Chef and Restaurateur, discusses the return of indoor dining in New York City. Nouriel Roubini, NYU Stern School of Business Professor and NourielToday.com Host, discusses the “severe” market risks he sees fr...
Sep 30, 2020•30 min
Bob Woodward, Washington Post Associate Editor and Author of "Rage," says he did not intend to release tapes of his interviews with President Trump at first. Jeanne Zaino, Iona College Professor of Political Science and Bloomberg Contributor, discusses what to watch for in the Trump and Biden debate. Mike Pyle, BlackRock Global Chief Investment Strategist, says the risks around a contested election scenario are material. Joe Quinlan, Merrill and Bank of America Private Bank Head of CIO Market St...
Sep 29, 2020•29 min
Mark Howard, BNP Paribas Senior Multi-Asset Specialist, sees investors pulling back amid the uncertain political environment. Lale Topcuoglu, JOHCM Senior Fund Manager, says Fed put is baked into markets. Representative French Hill, a Republican from Arkansas, expects a peaceful transfer of power. Timothy L. O'Brien, Bloomberg Opinion Senior Columnist, discusses President Trump's tax revelations. See omnystudio.com/listener for privacy information....
Sep 29, 2020•24 min
President Donald Trump says he will nominate Judge Amy Coney Barrett for the Supreme Court. If confirmed by the Senate, Barrett could cement the court’s rightward shift for a generation. Bloomberg's David Westin examines the implications in this special podcast. See omnystudio.com/listener for privacy information.
Sep 27, 2020•29 min
Jan Hatzius, Goldman Sachs Chief Economist, explains why the firm halved its forecast for U.S. growth in the fourth quarter. Amy Wu Silverman, RBC Capital Markets Head of Derivatives Strategy, discusses fears that a delayed U.S. election result could upend markets. Jim Paulsen, The Leuthold Group Chief Investment Strategist, says this correction could have further to go. Julie Norman, University College London Political Science Professor, sees Republicans and Democrats moving towards more conver...
Sep 25, 2020•28 min
David Kostin, Goldman Sachs Chief U.S. Equity Strategist, makes the case for value stocks..Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, says U.S. economy could see double-dip recession in the next 6 months without fiscal stimulus. Chris Krueger, Cowen Washington Research Group Policy Managing Director, says we may not get results on election night with the unprecedented amount of mail-in votes. Ethan Harris, BofA Securities Head of Global Economic Research, sa...
Sep 24, 2020•31 min
Federal Reserve Vice Chairman Richard Clarida says the central bank won’t consider raising interest rates from near zero until it actually achieves 2% inflation as well as full employment. Mike Schumacher, Wells Fargo Securities Head of Rate Strategy, says yields could drop dramatically if the U.S. election results are delayed. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, says free cash flow and management are important evaluations to see if a company can withstand t...
Sep 23, 2020•33 min
Tony Dwyer, Canaccord Genuity Chief Market Strategist, cautions investors on playing politics with their portfolio. James Athey, Aberdeen Standard Investments Senior Investment Manager, says finding diversification is difficult in the world of one trade. Isaac Boltansky, Compass Point Research & Trading Director of Policy Research, says the next government fiscal package is effectively dead at the moment. Diane Swonk, Grant Thornton Chief Economist, says colder temperatures could exacerbate ...
Sep 22, 2020•29 min
Robert Kaplan, Federal Reserve Bank of Dallas President, sees Fed rates near zero for at least two or three years. Lisa Beattie Frelinghuysen, BanyanGlobal Principal and Former Clerk to late Supreme Court Justice Ruth Bader Ginsburg, says there is a tremendous amount to learn from Ginsburg's friendship with Justice Antonin Scalia. Russell Wheeler, Brookings Institution Visiting Fellow and Former Deputy Director of the Federal Judicial Center, says there will be a lot of pressure to counteract a ...
Sep 21, 2020•27 min
Federal Reserve Bank of Atlanta President, discusses the Fed's new policy framework, the outlook for the U.S. economy and the state of U.S.-China trade relations. Techonomy CEO & Bloomberg Contributor David Kirkpatrick and Council on Foreign Relations Senior Fellow for International Economics Brad Setser weigh in on the game of chicken between China and the U.S. over TikTok. Rebecca Patterson, Bridgewater Director of Investment Research, examines the paradigm shift in central banking. See om...
Sep 18, 2020•43 min
Michael Darda, MKM Partners Chief Economist and Market Strategist, discusses monetary policy, inflation and the impact of stimulus measures on the economy. Michael Gapen, Barclays Chief U.S. Economist, says it is reasonable to expect low to mid-single digits for U.S. growth rates in the fourth quarter. Rebecca Minkoff, Fashion Designer, sees an opportunity for the fashion industry to reset amid the Covid-19 pandemic. Ian Bremmer, Eurasia Group President, discusses President Trump’s approach to f...
Sep 17, 2020•27 min
Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says stocks are entering a new phase where technology and growth companies will continue to significantly outperform. Stephen Stanley, Amherst Pierpont Chief Economist, says it's going to be tough to make further gains in retail sales. Kathy Hochul, New York Lieutenant Governor, says New York is not planning to dial back reopening, but is ready for a second wave of Covid-19. Daniel Yergin, IHS Markit Vice Chairman, says the shale i...
Sep 16, 2020•38 min
Paul Donovan, UBS Global Chief Economist, says markets are too pessimistic about recovery from a crisis. Lindsey Piegza, Stifel Chief Economist, sees economy improving, but investors shouldn't get complacent. Robert Profusek, Jones Day Head of M&A, discusses the resurgence in global dealmaking. New York City Comptroller Scott Stringer says wealthy residents should be prepared to “step up and help” close a $4.2 billion deficit by paying higher taxes. See omnystudio.com/listener for privacy in...
Sep 16, 2020•34 min
Bill Gross, PIMCO Co-Founder & Former Fixed Income Fund Manager, says the bond world is now a melding of the Fed and the Treasury. Dan Ives, Wedbush Securities Director of Equity Research & Analyst, says the pullback in technology stocks is healthy for the sector. Frances Donald, Manulife Asset Management Global Economist, says we are currently looking at a K-shaped recovery and job losses may become permanent. Pat Foye, MTA Chairman, says ridership is down past Great Depression levels. ...
Sep 14, 2020•32 min
Jean-Yves Fillion, BNP Paribas USA CEO, discusses markets and sustainability in a post-pandemic world. Michael Feroli, JPMorgan Chief U.S. Economist, examines the pandemic's impact on inflation. Michael Shaoul, Marketfield Asset Management CEO and Portfolio Manager, says the U.S. economy has enough support without the need of a stimulus bill at this time. Tom Michaud, KBW CEO, says that 9/11 was a story of resiliency which brought remarkable unity following the attacks. See omnystudio.com/listen...
Sep 11, 2020•34 min
Ken Leon, CFRA Director of Equity Research, discusses Citi's historic pick of Jane Fraser as the first female CEO of a major global bank. Carsten Brzeski, ING Chief Economist, says the European Central Bank is treading carefully. Kirk Hartman, Wells Fargo Asset Management President & Global CIO, says the gap between the momentum growth tech stocks and the value stocks is far too large and must close. Vadim Zlotnikov, Fidelity Institutional Asset Management President, says future levels of in...
Sep 10, 2020•29 min
David Kelly, JPMorgan Asset Management Chief Global Strategist, urges investors to be disciplined as the U.S. economic recovery beings to slow down. Omar Aguilar, Schwab CIO of Passive Equity and Multi-Asset Strategies, discusses the bifurcation he sees in market activity. Amrita Sen, Energy Aspects Chief Oil Analyst, says the price of oil is finally catching up to fundamentals. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of "The David Rubenstein Show: Peer-to-Peer Conver...
Sep 09, 2020•26 min
Christopher Marangi, Gabelli Funds Co-CIO, says this correction is healthy and different. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says negative rates are not in the cards so there is only one way yields can go, either sideways or higher. Barry Ritholtz, Bloomberg Opinion Columnist and Ritholtz Wealth Management Founder, says a 10-20% pullback is overdue. Peter Westaway, Vanguard Chief European Economist, says the ECB is getting close to the end of the road for negative rat...
Sep 08, 2020•30 min
Larry Kudlow, National Economic Council Director, shares the White House's view on the August jobs report. Randy Kroszner, University of Chicago Professor and Former Fed Governor, says take the August jobs data with a little grain of salt. Danny Blanchflower, Dartmouth College Professor of Economics, discusses the economic impact of the coronavirus pandemic on younger generations. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, examines current market conditions as investors w...
Sep 04, 2020•36 min
Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says volatility that will occur until November is fairly priced in markets. Steve Sadove, Former Saks CEO and Mastercard Senior Advisor, says data is starting to show a recovery in retail. Seema Shah, Principal Global Investors Chief Strategist, says markets are questioning the need for a fiscal stimulus based on the strength of the economic recovery. Michael Cloherty, UBS Head of U.S. Rates Strategy, says fixed income seems pr...
Sep 03, 2020•22 min
Ivan Feinseth, Tigress Financial Partners CIO, says the market is predicting that there will be improvements in the industrial and manufacturing sectors. Steve Chiavarone, Federated Hermes Portfolio Manager, says many companies are focusing more on their tech operations as a result of consumer changes due to Covid-19. Deborah Fuller, University of Washington School of Medicine Microbiology Professor, says we are entering an exciting phase in the race for a coronavirus vaccine. Andrew Hollenhorst...
Sep 02, 2020•47 min
Kathy Hochul, New York Lieutenant Governor, urges the federal government to step in with with stimulus funding. Eswar Prasad, Cornell University Tolani Senior Professor of Trade Policy and Brookings Institution Senior Fellow, discusses outlook for the U.S. dollar. Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says there is a tremendous amount of money on the sidelines in the U.S. that needs to be put to work. Gershon Distenfeld, AB Co-Head of Fixed Income, discusses the Fe...
Sep 01, 2020•32 min
Adam Posen, Peterson Institute President, says the Fed's vision shift is a victory for monetary policy. Sebastien Page, T. Rowe Price Head of Global Multi-Asset, says Warren Buffett is well diversified through international investments and his cash buffer. Mercedes Carnethon, Northwestern University Professor of Medicine, says companies will have a hard time getting working parents back into offices while schools remain closed. Michael Dowse, United States Tennis Association CEO and Executive Di...
Aug 31, 2020•36 min
On Wall Street, being Black often means being alone, held back and deprived of the best opportunities. This special podcast from Bloomberg Radio tells the stories of Black men and women, in their own words. Host: Sonali Basak Producer: Colin Tipton See omnystudio.com/listener for privacy information.
Aug 28, 2020•31 min
Robert Kaplan, Federal Reserve Bank of Dallas President, says the Fed has already given enough guidance about the likely path of interest rates at this juncture and doesn’t need to offer more. William Dudley, Bloomberg Opinion Columnist and Former New York Fed President, discusses the skepticism facing the Fed's new approach to setting monetary policy. Mark Kiesel, PIMCO CIO of Global Credit, says the Fed has been "unbelievably supportive" for markets and this will eventually lead to a steeper y...
Aug 28, 2020•38 min
Christopher Harvey, Wells Fargo Securities Head of Equity Strategy, discusses outlook for the markets and high-flying stocks. Alicia Levine, Bank of New York Mellon Chief Investment Strategist, says cash is king right now. Megan Greene, Harvard Kennedy School Senior Fellow, says there is a real credibility issue for the Fed. Mike Darda, MKM Partners Chief Economist & Market Strategist, discusses Fed Chair Jerome Powell's announcement of a new approach to policy that takes a more relaxed stan...
Aug 27, 2020•29 min
Federal Reserve Bank of Kansas City President Esther George, who has been among the most hawkish Fed policy makers, isn't opposed to overshooting the 2% inflation goal and sees more risk of price pressures being too weak than too strong. Peter Hooper, Deutsche Bank Global Head of Economic Research, says the labor market recovery will be a long, slow slog. Libby Cantrill, PIMCO Head of Public Policy, says additional stimulus is a question of when, not if. David Rubenstein, Carlyle Group Co-Chairm...
Aug 26, 2020•27 min
Chris Verrone, Strategas Research Partners Head of Technical Analysis, says the leadership tone of the equity market is telling us to expect a positive economic surprise in the back half of the year. Regina Mayor, KPMG Global Head of Energy, says the removal of Exxon from the Dow Jones is a signal that large energy companies need to embrace an “energy transition” to remain relevant. Terry Haines, Pangaea Policy Founder, says Trump's enthusiasm advantage over Biden is real. James Sweeney, Credit ...
Aug 25, 2020•35 min
