Bill Dudley, Bloomberg Opinion Columnist and Former Federal Reserve Bank of New York President, says the treasury market is not broken, but it needs some fixing. Mike Schumacher, Wells Fargo Head of Rates & Macro Strategy, says real yields at this level are remarkably unusual. Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, says labor market data is most important for the Fed and markets right now. Geoffrey Yu, BNY Mellon Senior Strategist, says China is experiencing growing pains as i...
Jul 29, 2021•32 min
Nouriel Roubini, Roubini Macro Associates CEO and TheBoomBust.com Co-CEO, says a stagflationary debt crisis is on the way. Joseph Stiglitz, Nobel Laureate & Columbia University Prof of Economics, says the fiscal stimulus is what is keeping our economy strong. Robert Doll, Crossmark Global Chief Investment Officer, expects earnings growth to decelerate. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says to get vaccinated, but to act unvaccinated. David Rubenstei...
Jul 28, 2021•35 min
Representative Kevin Brady, Republican from Texas and House Ways & Means Committee Ranking Chair, thinks giving full approval to vaccines would help with vaccine acceptance in the U.S. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says vaccine mandates are justified. Julian Emanuel, BTIG Equity and Derivatives Strategist, says that price action tells all, but it has been contradictory. Will Power, Baird Senior Research Analyst, says China is always a big wild car...
Jul 27, 2021•30 min
Paul Romer, NYU Professor, Nobel Laureate & Former World Bank Chief Economist, says big tech firms are "causing the problems we're seeing with vaccine hesitancy" and expects a regulatory response from the U.S. government. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says this week will be pivotal in determining tech's resiliency. Dr. Lloyd Minor, Stanford University School of Medicine Dean, says vaccine hesitancy is coming down. Michael Kushma, Morgan Stanley CIO of Glob...
Jul 26, 2021•25 min
Ed Hyman, Evercore ISI Chairman, says retail pricing power is at the most ever. Peter Hotez, National School of Tropical Medicine at Baylor College Dean of Medicine, says an anti-science mindset is killing Americans. John Vail, Nikko Asset Management Chief Global Strategist, says we might see a surprise out of the Fed. Mickey Levy, Berenberg Capital Markets Chief Economist US, Americas & Asia, says we don't need fiscal stimulus for more growth. See omnystudio.com/listener for privacy informa...
Jul 23, 2021•32 min
James Athey, Aberdeen Standard Investments Senior Investment Manager, says the ECB is stuck in a trap of its own creation. Julia Coronado, MacroPolicy Perspectives President & Founder, expects Fed Chair Powell to lay the groundwork for markets to expect a withdrawal of some liquidity support. Dennis Kucinich, Former Ohio Congressman and Former Presidential Candidate, talks about his book, “The Division of Light and Power,” including the chapter he found hardest to write. Dr. Jennifer Nuzzo, ...
Jul 22, 2021•27 min
Eric Freedman, U.S. Bank Asset Management Chief Investment Officer, says he is still sticking with a growth mentality. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says vaccines should not be a political issue. Michael Nathanson, MoffettNathanson Senior Research Analyst, says we need to see more consolidation in streaming. Sen. Bill Hagerty, (R) Tennessee, says we must lead by example on vaccines. Thomas Costerg, Pictet Wealth Management Senior U.S. Economist, expects...
Jul 21, 2021•32 min
Brad Stone, Bloomberg Global Technology Senior Executive Editor and Author of "Amazon Unbound: Jeff Bezos and the Invention of a Global Empire," discusses Jeff Bezos and what's driving his space ambitions. Janet Kavandi, Sierra Space Executive Vice President and Former Director of NASA's Glenn Research Center, discusses the new era of human space flight. Danielle Wood, MIT Media Lab Director of the Space Enabled Research Group, discusses how space technology can be used to help society. Chad And...
Jul 20, 2021•20 min
Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, warns of a global slowdown that could end up in recession. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says the bond market is in limbo. Barry Ritholtz, Bloomberg Opinion Columnist, says the investors betting against bonds have been on the losing side for almost 40 years. Johns Hopkins Bloomberg School of Public Health Vice Dean Joshua Sharfstein discusses combating medical misinformation on social ...
Jul 19, 2021•23 min
Margie Patel, Wells Fargo Asset Management Senior Portfolio Manager, expects a potential pleasant surprise in second-quarter earnings. Robert Tipp, PGIM Chief Investment Strategist and Head of Global Bonds, says 2021 will be a transition year for rates. David Page, AXA Investment Managers Head of Macro Research, says the economy is sending mixed messages. Jonathan Miller, Miller Samuel President and CEO, discusses trends in U.S. real estate as cities reopen. See omnystudio.com/listener for priva...
Jul 16, 2021•23 min
Federal Reserve Bank of St. Louis President James Bullard says the central bank is in a situation where it can start to taper its bond-buying purchases. Michael Feroli, JPMorgan Chief U.S. Economist, says secular stagnation will come back in 3 to 5 years. PGIM CEO David Hunt discusses the labor market’s impact on the Federal Reserve and inflation, holding cash in the current market, and why risk assets are attractive. Alison Williams, Bloomberg Intelligence Senior Banks Analyst, discusses key ta...
Jul 15, 2021•39 min
Marriott International CEO Anthony Capuano discusses lessons learned from the pandemic, the competition for workers, expansion plans in China, and global demand for travel. Ken Leon, CFRA Global Director of Equity Research, says a more conservative consumer is the big story to watch in the next quarter for banks. David George, Robert W. Baird Senior Research Analyst for U.S. Banks, says the banking industry is in good shape. Steven Major, HSBC Global Head of Fixed Income Research, explains why h...
Jul 14, 2021•26 min
Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy amd Large Cap Bank Analyst, examines second-quarter results from JPMorgan. Anastasia Amoroso, iCapital Network Chief Investment Strategist, says there are more catalysts to come for the banking sector. Stephen Biggar, Argus Research Director of Financial Institutions Research, sees loan growth improving for banks. PepsiCo Vice Chairman and CFO Hugh Johnston discusses the company's fastest sales growth in a decade. See omnystud...
Jul 13, 2021•24 min
Michelle Meyer, BofA Securities Head of U.S. Economics, sees the U.S. economy continuing to grow well above trend after the expected peak in the second quarter. Troy Gayeski, SkyBridge Partner and Senior Portfolio Manager, says value plays still have legs. Vincent Reinhart, Mellon Chief Economist and Macro Strategist, says needs to walk a fine line in his testimony to Congress this week. Dr. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discusses risks around the ...
Jul 12, 2021•32 min
Bloomberg Opinion Columnist and Former New York Fed President William Dudley discusses the outlook for the labor market and Fed monetary policy. David Riley, BlueBay Asset Management Chief Investment Strategist, says the market is underpricing the Fed. Danny Blanchflower, Dartmouth College Professor of Economics, says Biden's competition executive order is kind of a primal scream to redress the balance of power between workers and firms. Andrew Pekosz, Johns Hopkins Bloomberg School of Public He...
Jul 09, 2021•25 min
Eric Adams, Democratic Nominee for NYC Mayor & Brooklyn Borough President, lays out his vision for New York City and discusses policing and public safety. Pete Buttigieg, U.S. Secretary of Transportation, says the Biden administration is not yet ready to lift restrictions on international travel to the U.S. Rob Carnell, ING Head of Research & Chief Economist, Asia-Pacific, says the ECB's inflation goal of 2% gets rid of a lack of certainty over its mandate. Jonathan Golub, Credit Suisse ...
Jul 08, 2021•39 min
Abby Joseph Cohen, Goldman Sachs Senior Investment Strategist, sees the market as "roughly at fair value." Frederic Mishkin, Columbia University Graduate School of Arts & Sciences Professor of Banking & Financial Institutions, says monetary policy may be behind the curve because inflation won't be as temporary as the Fed thinks. Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, says the market are telling us that we are past the peak. Dr. Bhakti Hansoti, Joh...
Jul 07, 2021•30 min
Richard Haass, Council on Foreign Relations President & Author, "The World: A Brief Introduction", says he is most worried about a divided America. Chris Grisanti, MAI Capital Chief Equity Strategist & Senior Portfolio Manager, says the confrontation over tech in China is a big concern. Ben Laidler, eToro Global Markets Strategist, says the growth story still has further to go. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says wage pressures are starting to build. Doug Kass, S...
Jul 06, 2021•37 min
Marty Walsh, U.S. Secretary of Labor, reacts to the U.S. June jobs report. Priya Misra, TD Securities Global Head of Rates Strategy, says the bond market is running with a more hawkish reaction function from the Fed. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says continued good news about reopening is raising expectations that the Fed is going to raise rates. Tiffany Wilding, PIMCO Chief U.S. Economist, says an uneven economic recovery is happening in the...
Jul 02, 2021•27 min
Ed Yardeni, Yardeni Research President, says tapering is coming and the bond market will be somewhat freer for it. Constance Hunter, KPMG Chief Economist, says vaccine hesitancy and child care are the things holding people back from the labor force. Joe LaVorgna, Natixis CIB Chief Economist of the Americas, says the Fed is stuck in a box. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, says to expect a super holiday season from U.S. consumers. See omnystudio.com/listener for...
Jul 01, 2021•28 min
Jared Woodard, Bank of America Research Investment Committee Head, says the fear of over-positioning is misplaced. Vishy Tirupattur, Morgan Stanley Head of Fixed Income Research, says credit valuations have gotten so tight that there is not a lot of buffer for any change in the Fed's response function. Seema Shah, Principal Global Investments Chief Strategist, says this is the time to invest by looking at individual sectors. Rep. Andy Barr, (R) Kentucky & House Financial Services Member, say...
Jun 30, 2021•23 min
Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, looks ahead to what he thinks could be a perplexing jobs report. Mona Mahajan, Allianz Global Investors Senior U.S. Investment Strategist, says to expect more interest to come in the tech trade. Kona Haque, ED&F Man Head of Research, says oil demand can spike higher. David George, Robert W. Baird Senior Bank Analyst, expects very significant capital return out of the financial services industry over the next couple of years. See omnystudi...
Jun 29, 2021•28 min
Mario Gabelli, Gabelli Funds Chairman & CEO, discusses his equity picks and outlook including batteries in the next 3-4 years as he sees great potential in the sector. Lori Calvasina, RBC Capital Markets U.S. Equity Strategy Head, says there is still a lot of valuation runway. Bill Hoagland, Bipartisan Policy Center Senior Vice President & Former Director of the Budget & Appropriations Office of Senate Majority Leader Bill Frist, says he still believes that deficits and debt matter. ...
Jun 28, 2021•36 min
Jennifer Granholm, U.S. Secretary of Energy, says any sale from the strategic petroleum reserve to pay for infrastructure plans would be limited. Representative French Hill, Republican Congressman Arkansas, says the infrastructure deal is not dead on arrival. Mike Mayo, Wells Fargo Securities U.S. Large Cap Bank Research Managing Director, says boring stress tests are beautiful for banks. Torsten Slok, Apollo Global Management Chief Economist, says the economic trend is shifting from goods to se...
Jun 25, 2021•32 min
Bill Dudley, Bloomberg Opinion Columnist & Former Federal Reserve Bank of New York President, says not to put to much weight on what one individual Fed president says. Danny Blanchflower, Dartmouth Professor of Economics and former BOE Monetary Policy Committee Member, says the Fed and the Bank of England have been struggling in the dark. Luke Kawa, UBS Asset Management Asset Allocation Strategist, expects an attractive dip in the markets to buy in the coming weeks. Terry Haines, Pangaea Pol...
Jun 24, 2021•29 min
Gary Gensler, Securities and Exchange Commission Chair, says he wants the agency to consider ways to boost transparency in equities markets. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says this bull market is not over. James Sweeney, Credit Suisse Chief Economist, says we need to stop talking about temporary inflation. Dan Kurtz-Phelan, Foreign Affairs Editor, discusses the future of U.S.-China relations. See omnystudio.com/listener for privacy information....
Jun 23, 2021•34 min
John Williams, Federal Reserve Bank New York President, says the Fed's taper timing will be driven by data. Francisco Blanch, BofA Securities Head of Global Commodities & Derivatives Research, says Bitcoin is inversely correlated with gold. Binky Chadha, Deutsche Bank Chief Global Strategist, says he is long banks, financials and energy. Anna Han, Wells Fargo Equity Strategist, says equities can move higher even as rates are moving higher. See omnystudio.com/listener for privacy information....
Jun 22, 2021•39 min
Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Investment Committee, says the Fed "got spooked" on the hype over inflation. Gerard Cassidy, RBC Capital Markets Managing Director & Head of U.S. Bank Equity Strategy, says this pullback is a great opportunity for investors to buy bank stocks. Ben Emons, Medley Global Advisors MD of Global Macro Strategy, says an upside economic surprise may normalize rates. Jane Foley, Rabobank Head of FX Strategy, says we may se...
Jun 21, 2021•28 min
Venezuela President Nicolas Maduro tells Bloomberg's Erik Schatzker that he hasn't yet seen a single positive sign from the Biden administration. Jay Bryson, Wells Fargo Chief Economist, says we are probably at peak growth right now. Wei Li, BlackRock Global Chief Investment Strategist, expects the Fed's rate path to be slower this cycle. Representative Sean Casten, Democrat from Illinois, says we cannot forget about the importance of climate infrastructure in bipartisan talks. Brian Kelly, The ...
Jun 18, 2021•32 min
Brian Moynihan, Bank of America Chairman & CEO, says customers, especially small businesses, are struggling with a tightening labor market. David Rosenberg, Rosenberg Research Founder & Chief Economist, says inflation will come back down more than people expect. Alan Ruskin, Deutsche Bank Chief International Strategist, says the Fed has finally recognized the importance of the inflation side of its dual mandate. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, discusses his st...
Jun 17, 2021•39 min
