Jan Hatzius, Goldman Sachs Chief Economist, expects economic growth to be substantially slower in 2022. William Pomeranz, Kennan Institute Deputy Director, says Russia's President Vladimir Putin is not interested in joining the global order. Brian Levitt, Invesco Global Market Strategist, says the economy is moving from a recovery to an expansion phase. Shaun Donovan, New York City Mayoral Election Candidate, says the new ranked voting system has helped shift discussion from politics to plans. S...
Jun 16, 2021•35 min
John Taft, Baird Vice Chairman, says SEC Chairman Gary Gensler is prepared to take on some of the recent troubling issues around retail trading. Sarah Hunt, Alpine Woods Capital Portfolio Manager, says this has been a Fed-driven market. Michael Holland, Holland & Company Chairman, says it makes sense to be holding some cash right now. Joseph Song, Bank of America Senior U.S. Economist, still sees strength in the U.S. consumer. See omnystudio.com/listener for privacy information....
Jun 15, 2021•25 min
Robert Hormats, Tiedemann Advisors Managing Director, says the U.S. must improve its cyber defenses. Brian Nick, Nuveen Chief Investment Strategist, says markets and the economy overall are starting to just meet expectations, as opposed to beating them. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says we are still weeks away from an infrastructure deal. Mike Darda, MKM Partners Chief Economist and Macro Strategist, says we are in a boom and growth will continue to be strong. Sco...
Jun 14, 2021•40 min
William Lee, Milken Institute Chief Economist, says the G-7 using corporate taxes to fund government spending is a real political wild card. James Stavridis, Bloomberg Opinion Columnist, Carlyle Group Advisor, Former Supreme Allied Commander at NATO & Author of "2034: A Novel of the Next World War," says it okay that there is nothing new in New Atlantic Charter. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says the Fed has more room to sound hawkish. Joseph Amato, Neuberger...
Jun 14, 2021•38 min
Peter Hooper, Deutsche Bank Securities Global Head of Economic Research, says the Fed has the tools to deal with inflation. Katrina Dudley, Franklin Mutual Series Portfolio Manager, says the ECB is watching the recovery steps taken by the Fed. Geoff Yu, BNY Mellon Senior Strategist, says the bond market wants to know which type of inflation the Fed is targeting. Sebastien Galy, Nordea Asset Management Senior Macro Strategist, says a lot of the inflation we're seeing is transitory, but some of it...
Jun 10, 2021•28 min
Ian Bremmer, Eurasia Group President & GZero Media President, says the G-7 global tax plan will take years to ratify, if it ever gets done. Luigi Zingales, University of Chicago Booth School Finance Professor, says there is the long-term risk for conflict between the U.S. and the EU over China policy. Stuart Kaiser, UBS Head of Equity Derivatives Research, says it is hard to ignore the cadence of inflation. Claudia Sahm, Jain Family Institute Sr Fellow and Former Federal Reserve Economist, s...
Jun 09, 2021•33 min
David Malpass, World Bank President, discusses the organization's forecast for the strongest post-recession global growth in 80 years. Sarah House, Wells Fargo Corporate & Investment Bank Senior Economist, still sees a boom economy. David Bianco, DWS Americas CIO, says equity markets are optimistic about not just a sustained recovery, but a long-lasting expansion. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, discusses the impact of Covid-19 variants in the U.S. ...
Jun 08, 2021•33 min
Mathias Cormann, OECD Secretary-General, says a 15% global minimum corporate tax rate would be a “very significant step forward." Troy Gayeski, Skybridge Partner & Senior Portfolio Manager, says we're still in a bull market for Bitcoin. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says the current inflation spike is temporary. Nicholas Bloom, Stanford Professor & NBER Co-Director of the Productivity, Innovation and Entrepreneurship Program, says a hybrid...
Jun 07, 2021•27 min
Marty Walsh, U.S. Labor Secretary, reacts to the U.S. employment report. Randall Kroszner, University of Chicago Professor & Former Federal Reserve Board of Governors, says wage pressure is the key labor metric to watch. David Jones, Bank of America Securities Global Investment Strategist, says the Fed wants to see the whites of the eyes of inflation before they make their move. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, thinks higher wage expectations...
Jun 04, 2021•30 min
William Dudley, Former Federal Reserve Bank of New York President and Bloomberg Opinion Columnist, says the Fed is happy with rising inflation expectations. Glenn Hubbard, Columbia Professor of Economics & Former Chairman of the Council of Economic Advisers, longer-term persistent inflation needs to be watched more closely. Julian Emanuel, BTIG Chief Equity and Derivatives Strategist, says meme stock "rocket ships eventually go back to their launch pads." Dr. Jennifer Nuzzo, Johns Hopkins Ce...
Jun 03, 2021•24 min
Daniel Yergin, IHS Markit Vice Chairman, says we are in the post-pandemic economy right now. Doug Kass, Seabreeze Partners President says, “I think we’re making an important top,” detailing why he thinks upside reward is dwarfed by downside risk. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says inflation is real vulnerability for Joe Biden's presidency. Lara Rhame, FS Investments Chief U.S. Economist, says 2022 will be the year of deceleration. See omnystudio.com/listener for pr...
Jun 02, 2021•29 min
Edward Yardeni, Yardeni Research President, says the bond vigilantes are back. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, discusses market multiples and sectors of the market that he thinks are attractive. Jeanine Wai, Barclays Capital Senior Analyst, says the supply response to higher oil prices has been very muted. Thomas Costerg, Pictet Wealth Management Senior U.S. Economist, says there is still a degree of caution in the U.S. economy. Robert Hormats, Tiedemann Advisors Manage...
Jun 01, 2021•29 min
Bharat Ramamurti, White House National Economic Council Deputy Director, says President Biden's budget is fiscally responsible. Ed Morse, Citi Research Global Head of Commodities, sees continued reliance on fossil fuels for at least the next 10-15 years. Stephen Stanley, Amherst Pierpont Chief Economist, says the reaction to inflation expectations could be unpredictable, despite the Fed's confidence. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor & Virologist, says ...
May 28, 2021•28 min
David Kelly, JPMorgan Asset Management Chief Global Strategist, is not sure fixed income markets should believe the Fed's dovish tone. Peter Tchir, Academy Securities Head of Macro Strategy, says the market is downplaying the inflation potential. Rubeela Farooqi, High Frequency Economics Chief U.S. Economist, expects deceleration in the second half of the year as fiscal measures expire. Representative French Hill, Republican from Arkansas, does not believe the current level of government spendin...
May 27, 2021•24 min
David Malpass, World Bank President, calls on countries to free up their excess Covid vaccines and says the distribution effort must be equitable. Howard Ward, Gabelli Funds CIO of Growth Equity, says it's too early to turn your back on this bull market. Jared Bernstein, Council of Economic Advisors Member, says the U.S. unemployment insurance system does need some work. Senator Kevin Cramer, Republican from North Dakota, says he would support a bigger infrastructure bill if there is no new borr...
May 27, 2021•34 min
David Kostin, Goldman Sachs Chief U.S. Equity Strategist, economy's growth rate is peaking this quarter. Marvin Loh, State Street Senior Global Macro Strategist, says the Fed is so far behind the curve, that it will be hard for them to catch up. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, details why she expects to see a bid soon return to the technology and discretionary sectors. Julia Coronado, Macropolicy Perspectives President & Founder, says the pandemic's acceleration ...
May 25, 2021•34 min
Carl Bildt, European Council on Foreign Relations Co-Chair, says Belarus airspace should be declared unsafe following the forces landing of a Ryanair plane. Michael Darda, MKM Partners Chief Economist & Market Strategist, says the Fed will be behind the curve when they start the tightening process. Mona Mahajan, Allianz Senior U.S. Investment Strategist, doesn't expect another melt-up in markets. Dianne Morales, New York City Mayoral Candidate, says the stories about a mass exodus from New Y...
May 24, 2021•25 min
Rebecca Patters, Bridgewater Director of Investment Research, says Bitcoin is still a speculative asset and still has a long way to go before becoming a gold-equivalent. Mike Mayo, Wells Fargo Head of U.S. Large-Cap Bank Research, says banks have no choice but to get more efficient and stream-line. Terry Haines, Pangaea Policy Founder, says the Biden administration wants to show that America is back as a global player. Daniel Boulud, Chef & Restaurateur, says it is time to bring back jobs an...
May 21, 2021•31 min
Sridhar Natarajan, Bloomberg Wall Street Reporter, discusses Morgan Stanley's biggest leadership reshuffle in more than a decade. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says he sees a Fed policy shift coming. Roger Bootle, Capital Economics Chairman and Founder, says he's worried about inflation complacency. Sen. Steve Daines, (R) Montana, says we have a labor crisis, not a job crisis. Ann Miletti, Wells Fargo Asset Management Head of Active Equity, says inflation f...
May 20, 2021•30 min
Joe Lavorgna, Natixis CIB Chief Economist of the Americas, says the economy may slow more than expected next year, but we are years away from a recession. Stephanie Wissink, Jefferies Equity Analyst, says the back-to-school retail season will be next signal of confidence that we are back into a cycle of normalcy. Michael Shaoul, Marketfield Asset Management CEO, says the global economy post pandemic is radically different to the global economy pre-pandemic, largely due to the changes in fiscal a...
May 19, 2021•27 min
Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says pricing power matters more in the U.S. than elsewhere in the world. Mark McCormick, TD Securities Head of FX, says says fiscal spending could be more positive for Europe than for the U.S. Michael Nathanson & Craig Moffett, MoffettNathanson Founding Partners & Senior Research Analysts, say streaming may cause media companies to have a worse return on capital going forward. Eric Adams, New York City Mayoral Candidate, says ta...
May 18, 2021•33 min
Craig Moffett & Michael Nathanson, MoffettNathanson Founders and Senior Research Analysts, discuss AT&T's plan to merge its media assets with Discovery to create a new entertainment company. Heather Boushey, Council of Economic Advisors Member, says the plan for families to get a monthly child tax credit will help the U.S. make progress on child poverty. Vince Reinhart, Mellon Chief Economist & Macro Strategist, says child poverty has only gotten worse since the start of the pandemic...
May 17, 2021•28 min
Federal Reserve Bank of Cleveland President Loretta Mester says policy is in a good place right now.. Claudia Sahm, Jain Family Institute Senior Fellow & Former Federal Reserve Economist, says people will tolerate inflation at a moderate level as long as wages are rising. Michael Nathanson and Craig Moffett, MoffettNathanson Founding Partners & Senior Research Analysts, discuss the streaming wars as Disney reports a miss in streaming user growth. Dr. Gigi Gronvall, Johns Hopkins Center f...
May 14, 2021•35 min
Mohamed El-Erian, Cambridge University Queens' College President and Bloomberg Opinion Columnist, says that it becomes very difficult for economists to forecast with any degree of accuracy when structural change is going on in an economy. Dennis Gartman, Retired Editor of The Gartman Letter & Chairman of the University of Akron Endowment Fund, explains why he has been very bearish on equities. James Sweeney, Credit Suisse Chief Economist, says higher inflation is not the end of the world. Ju...
May 13, 2021•31 min
Jason Furman, Harvard University Aetna Professor of Economic Policy, says some states should start rethinking unemployment insurance. Alicia Levine, BNY Mellon Chief Investment Strategist, says a little bit of inflation is positive for Main Steet. Thierry Wizman, Macquarie Capital Director of Global Currencies & Interest Rate Strategist, is not positive on iron. Steve Ricchiuto, Mizuho Securities Chief U.S. Economist, says the stimulus checks will help U.S. consumers get beyond inflation pro...
May 12, 2021•32 min
William Dudley, Bloomberg Opinion Columnist & Former New York Federal Reserve President, says rates will climb much higher than expected once the Fed does begin to hike. Jared Bernstein, Council of Economic Advisers Member, says having childcare in the infrastructure package is a high priority. Francisco Blanch, BofA Securities Head of Global Commodities & Derivatives Research, says copper could go as high 20K per ton if the supply of scarp doesn't make it into the market. Arvind Krishna...
May 11, 2021•37 min
Amrita Sen, Energy Aspects Director of Research & Founder, says the warfare surrounding cyber attacks on companies has completely changed. Ian Bremmer, Eurasia Group President, says the gap between rich and poor countries is being felt very differently since the pandemic hit. Jared Woodard, BofA Securities Head of Research Investment Committee, says 6-9 months from now things will probably be a lot more normal than we expect. Steve Sadove, Mastercard Senior Adviser & Former Saks CEO, say...
May 10, 2021•28 min
Neel Kashkari, Federal Reserve Bank of Minneapolis President, says Friday's jobs number miss validates the Fed's outcome-based policy approach. Marty Walsh, U.S. Labor Secretary, says the U.S. economy still has a steep hill to climb. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the longer-run trajectory for the U.S. economy is still in place despite the jobs number miss. Jerome Schneider, PIMCO Head of Short-Term Portfolio Management, short-term benchma...
May 07, 2021•32 min
Joseph Stiglitz, Nobel Prize Winning Economist & Columbia University Professor, says pandemic has exposed economic inequality in the U.S. David Blanchflower, Dartmouth Professor & Former Bank of England Monetary Policy Committee Member, says there is plenty of labor out there. Ash Alankar Janus Global Head of Asset Allocation & Risk Management details his proprietary research into a barbell approach to investing and, over the past 30 years, whether bonds actually have been a reliable...
May 06, 2021•38 min
Leon Cooperman, Omega Family Office Chairman & CEO, says inflation is going to surprise the Federal Reserve and they will be forced to raise rates in 2022. Mary Barra, General Motors CEO, says the company is working on ensuring a secure supply chain amid the global chip shortage. Doug Kass, Seabreeze Partners Founder & President, talks about "derisking" and the sign posts he looks for as he times his moves. David Rubenstein, The Carlyle Group Co-Founder, discusses his interview with U.S....
May 05, 2021•54 min
