Ian Bremmer, Eurasia Group and GZero Media President, says there is agreement across the U.S. political spectrum that China is the most the most critical adversary of the United States. Dr. Peter Hotez, Baylor College of Medicine National School of Tropical Medicine Dean and Co-Director of the Center for Vaccine Development at Texas Children's Hospital, says the vaccine rollout in Europe has been abysmal. Helane Becker, Cowen Managing Director & Senior Analyst for Equity Research, says airli...
Mar 19, 2021•25 min
Adam Posen, Peterson Institute President, says 7% GDP is inherently going to be transitory. David Rosenberg, Rosenberg Research and Associates Chief Economist & Founder, says this pandemic is not over. Daniel Tannebaum, Oliver Wyman Partner & Americas Anti-Financial Crime Leader, reacts to the spat between U.S. President Biden and Russian President Putin. Michael Darda, MKM Partners Chief Economist & Macro Strategist, expects the Fed will tighten next year. See omnystudio.com/listene...
Mar 18, 2021•29 min
Jan Hatzius, Goldman Sachs Chief Economist & Head of Global Investment Research, expects a rapid recovery in 2021. Glenn Hubbard, Columbia University Professor & Former Chairman of the Council of Economic Advisors, says the U.S. needs more sustainable fiscal policy. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, expects the economy to burn hotter and shorter. Randy Kroszner, University of Chicago Booth School of Business Professor of Economics, it is still uncertain whether ...
Mar 17, 2021•33 min
Bharat Ramamurti, U.S. National Economic Council Deputy Director, outlines why Biden plans to ensure wealthier taxpayers pay more. Patricia Mosser, Columbia University Professor & Former Federal Reserve Bank of New York Senior Official, says higher real interest rates and inflation expectations have been good news from a macroeconomic standpoint. Ian Lyngen, BMO Head of U.S. Rates Strategy, says he could see a situation in which the Fed gives the green light to the bear re-steepening. Dr. Am...
Mar 16, 2021•26 min
Ben Laidler, Tower Hudson Research CEO, says the rotation has just begun. David Rubenstein, Carlyle Group Founder, says we could see a return to some type of normality by the fall. Noelle Corum, Invesco Portfolio Manager, says we could see more rates volatility from here. Mike Mayo, Wells Fargo Securities Head of U.S. Large-Cap Bank Research, explains why he increased his price target on JPMorgan to the highest on the street. See omnystudio.com/listener for privacy information....
Mar 15, 2021•25 min
Rick Bright, The Rockefeller Foundation Pandemic Prevention and Response Senior Vice President, says he's seen a complete 180 degree turnaround between the Biden and Trump administrations in their response to coronavirus. Michael Holland, Holland & Company Chairman, says we are in the early stages of a major recovery. Anna Han, Wells Fargo Securities Equity Strategist, says she is focused on earnings expectations. Blerina Uruci, Barclays Senior U.S. Economist, sifts through inflation concern...
Mar 12, 2021•26 min
Sarah Bianchi, Evercore ISI Head of U.S. Public Policy, says the era of U.S. gridlock is not over. Kallum Pickering, Berenberg Senior Economist, says the underlying risks to the economy are still significant. Sebastien Page, T Rowe Price Multi Asset Strategist, says rising rates are an unknown for markets. Jason Farley, Johns Hopkins Nursing Professor, says the risk of blood clots from Covid-19 rises with age. See omnystudio.com/listener for privacy information....
Mar 11, 2021•20 min
Jared Bernstein, U.S. Council of Economic Advisors Member, says Biden's rescue plan is critical for a reliable recovery. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, sees both the U.S. and western Europe booming over the next couple of quarters. James Stavridis, Bloomberg Opinion Columnist & Former NATO Supreme Allied Commander, says the U.S. has to confront China where it must, but cooperate where it can. Michael Nathanson & Craig Moffett, MoffettNathan...
Mar 10, 2021•37 min
Laurence Boone, OECD Chief Economist, says the U.S. stimulus package will help power a faster than expected global economic upswing. Mark McCormick, TD Bank Global Head of FX Strategy, is bullish on the dollar versus the euro. Jim Paulsen, Leuthold Weeden Capital Management Chief Investment Officer, says 2022 will be an adjustment year for markets. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says the CDC guideline show why vaccines are so important. See omnystudio....
Mar 09, 2021•24 min
Abby Joseph Cohen, Goldman Sachs Advisory Director and Senior Investment Strategist, says she still sees potential in equities. Deborah Fuller, University of Washington School of Medicine Microbiology Professor, says a pan-virus vaccine needs to be developed. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says zombie companies are living off fumes. Michelle Meyer, BofA Securities Head of U.S. Economics, says consumers will drive U.S. economic growth. Valerie Grant, AllianceBernstein ...
Mar 08, 2021•38 min
Jared Bernstein, U.S. Council of Economic Advisers Member, says the details surrounding stimulus payments are still under review. Savita Subramanian, BofA Securities Head of U.S. Equity & Quantitative Strategy, says there are real risks in the S&P 500 and the NASDAQ. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says the Fed needs to be more forceful. Priya Misra, TD Securities Global Head of Rates Strategy, thinks rates will keep rising until we get persistent tightening of financ...
Mar 05, 2021•34 min
Olaf Scholz, German Finance Minister, says Germany will need to increase debt spending this year to help tackle the impact of the coronavirus crisis on Europe’s largest economy. Danny Blanchflower, Dartmouth College Professor of Economics, says wage growth is the big story going forward. Dr. Peter Hotez, Baylor College of Medicine National School of Tropical Medicine Dean, says a fourth coronavirus wave is possible. Chris Marangi, Gabelli Funds Co-Chief Investment Officer says the era of low rat...
Mar 04, 2021•30 min
Michael Feroli, JPMorgan Securities Chief U.S. Economist, says above trend GDP growth will likely persist. Alicia Levine, BNY Mellon Chief Strategist, says this will be a difficult year for the Fed. Greg Peters, PGIM Senior Portfolio Manager, says the real yield matters more than inflation dynamics right now. Francisco Blanch, BofA Securities Head of Global Commodities and Derivatives Research, says metals still have quite a run ahead. See omnystudio.com/listener for privacy information....
Mar 03, 2021•29 min
Jamie Dimon, JPMorgan Chase Chairman & CEO, says that getting through Covid is critical. Ebrahim Rahbari, Citi Global Head of FX Analysis, says the weight of the global recovery is shifting toward the U.S. David Kostin, Goldman Sachs Chief U.S. Equity Strategist, says cyclicals will lead the market. Sarah House, Wells Fargo Senior Economist, is looking for 6% GDP this year. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says our current coronavirus vaccines are li...
Mar 02, 2021•31 min
Lori Calvasina, RBC Capital Markets Head of Equity Strategy, says the bond rout does not erode the case for equities yet. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says the cost of corporate borrowing continues to improve even though treasury yields are higher. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, discusses the challanges surrounding vaccine distribution. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says the $1.9 trillion ...
Mar 01, 2021•25 min
Marvin Loh, State Street Global Macro Strategist, says the market is pushing against the Fed's ability. Ian Lyngen, BMO Capital Markets Head of U.S. Rates Strategy, says the level of repricing we've seen in the bond market has historically been linked with a shift in monetary policy. Representative Ashley Hinson, Republican from Iowa, says we need to get kids back into schools. Susan Lund, McKinsey Global Institute Partner, says the demans for low-wage workers may go down. See omnystudio.com/lis...
Feb 26, 2021•25 min
David Malpass, World Bank President, says the inequality in the global recovery is striking. Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm's Investment Committee, says the rise in real interest rates is not affecting broader markets. Frances Donald, Manulife Investment Management Global Chief Economist & Head of Macroeconomic Strategy, says negative real yields are unsustainable. Yuli Edelstein, Israeli Health Minister, says the country is crossing the l...
Feb 25, 2021•26 min
Rebecca Patterson, Bridgewater Director of Investment Research, says the S&P is not likely in a bubble overall. Rep. Bryan Steil, Republican from Wisconsin, says the number one thing we can do to free up the labor market is to get our children back in school. David Lebovitz, JPMorgan Asset Management Global Market Strategist, sas 2021 is going to be the year where the global economy booms. David Rubenstein, Carlyle Group Co-Founder & Peer-to-Peer Host, discusses his interview José Andrés...
Feb 24, 2021•23 min
Jeff Currie, Goldman Sachs Global Head of Commodities Research, says part of what is pushing commodities higher is demand to hedge inflation risk. Brian Deese, National Economic Council Director, says inflation is a risk that bears watching. Michael Kushma, Morgan Stanley CIO of Global Fixed Income, says boom conditions could continue. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says this coronavirus is not an eradicable disease. See omnystudio.com/listener for pri...
Feb 23, 2021•28 min
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says this year will be all about the relative vs. absolute performance of stocks. Megan Greene, Harvard Kennedy School Senior Fellow, says the ideas of potential growth and economic equilibrium might be antiquated. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, says there is some evidence that the new variants may be more lethal, but it doesn't change the fundamental epidemiology of the virus. Diana Amoa, JP...
Feb 22, 2021•28 min
Representative French Hill, Republican from Arkansas, discusses what changes might come about from the GameStop hearing yesterday. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says the biggest delta for the economy this year is what the consumer does. Bob Miller, BlackRock Head of Americas Fundamental Fixed Income, says pent-up demand is about to be unleashed. Robert Tipp, PGIM Chief Investment Strategist, says there are signs of excess in the market. See omnystudio.com/listener for priva...
Feb 19, 2021•31 min
Leon Cooperman, Omega Family Office Chairman & CEO, doesn't see the market turmoil that formed around GameStop as a rich versus poor story. Dennis Gartman, University of Akron Endowment Fund Chairman & Former Editor of The Gartman Letter, says a commodities bull market has begun. Jim Bianco, Bianco Research President, says economists are starting to pick up on the idea that the supercycle has turned. Representative Gregory Meeks, Democrat from New York, says the GameStop hearing will inq...
Feb 18, 2021•28 min
Nouriel Roubini, NYU Stern School of Business Professor & Nourieltoday.Com Host, says the Flintstones had a better monetary policy system than Bitcoin. Paul Sankey, Sankey Research Founder and Lead Analyst, says the situation in Texas is an energy crisis. Michael Gapen, Barclays Chief U.S. Economist, says he is looking for solid growth this year. Lauren Sauer, Johns Hopkins Assistant Professor of Emergency Medicine, says we must readjust what normal looks like. Charles Kantor, Neuberger Berm...
Feb 17, 2021•39 min
Jim Wright, Texas Railroad Commissioner, both fossil fuels and renewable energy have a place in Texas. Alan Ruskin Deutsche Bank Chief International Strategist, says there is good reason to be bearish in bonds. Gideon Rose, Former Foreign Affairs Editor & CFR Distinguished Fellow, says the U.S. is just beginning to piece back together the pieces of its fragmented power. Mandy Xu, Credit Suisse Chief Equity Derivatives Strategist, says the Fed will continue to remain patient this year. See om...
Feb 17, 2021•24 min
Daniel Fuss, Loomis Sayles Vice Chairman, discusses the outlook for U.S. inflation and fixed income investment strategy. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says a pullback may be coming in April. Democratic Congressman Dwight Evans of Pennsylvania, says the vaccine rollout is moving in the right direction. Diane Swonk, Grant Thornton Chief Economist, says growth this year could be the strongest since 1984. Michael Nathanson, MoffettNathanson Founding Partner & ...
Feb 12, 2021•35 min
William Dudley, Bloomberg Opinion Columnist & Former New York Fed President, says the U.S. economic and labor market recovery could happen faster than people think. Dan Ives, Wedbush Securities Analyst, sees a tidal wave of tech M&A coming. Greg Boutle, BNP Paribas U.S. Head of Equity & Derivative Strategy, discusses recent changes in market volatility. Heidi Shierholz, Economic Policy Institute Senior Economist & Director of Policy, discusses what it will take to get the labor m...
Feb 11, 2021•29 min
Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says flows are shifting towards a recovery focus. Dr. Albert Ko, Yale School of Medicine Department Chair & Professor of Epidemiology and of Medicine, says he's worried the vaccine rollout may amplify inequity. Michelle Meyer, BofA Securities Head of U.S. Economics, discusses the pandemic’s impact on inflation. Mary Barra, General Motors Chairman & CEO, says 2021 will be a year of execution. See omnystudio.com/listener for priv...
Feb 10, 2021•25 min
Robert Kaplan, Federal Reserve Bank of Dallas President, expects temporary inflation spikes as the U.S. economy recovers from the coronavirus crisis. Troy Gayeski, Skybridge Capital Co-CIO, says massive money supply is driving all risk assets higher. Mike McGlone, Bloomberg Intelligence Commodity Strategist, discusses where Bitcoin is headed next. Julie Norman, University College London Political Science Professor, discusses the different movements in the Republican Party as Trump's second impea...
Feb 09, 2021•27 min
James Sweeney, Credit Suisse Chief Economist, says don't fear inflation. David Rosenberg, Rosenberg Research Chief Economist & Strategist, says he's surprised how quickly the market is pricing in an inflation cycle. Amrita Sen, Energy Aspects Director of Research, discusses what's driving oil's remarkable rebound. Ethan Harris, Bank of America Securities Head of Global Economic Research, discusses the risk of too much stimulus. See omnystudio.com/listener for privacy information....
Feb 08, 2021•27 min
Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund says the January jobs report doesn't change the overall narrative for more fiscal policy.Henrietta Treyz, Veda Partners Director of Economic Policy Research, explains why an infrastructure package will be hard to pass. Tiffany Wilding, PIMCO Chief U.S. Economist, discusses the pandemic-related distortions in the jobs data. Heather Boushey, U.S. Council of Economic Advisers Member, says the jobs numbers underscore t...
Feb 05, 2021•24 min
