Bloomberg Surveillance
2,078 episodes - English - Latest episode: almost 3 years ago - ★★★★ - 907 ratingsTom Keene, Jon Ferro, Lisa Abramowicz, and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.
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Episodes
Surveillance: Trump Is a Populist, Not Fascist, Ferguson Says
November 11, 2016 16:25 - 45 minutesTom Keene and David Gura talk to Niall Ferguson, a senior fellow at Stanford's Hoover Institution, about the role of populism in Donald Trump's election. Then, Willem Buiter, the chief economist at Citi, discusses what the role of the Fed could be under President Trump. Then, Robert Sinche, a global strategist at Amherst Pierpont, says he's still looking for an overshoot in the Mexican peso. Also, Rich Greenfield, an analyst at BTIG, says ESPN's struggling to expand because viewers have an in...
Surveillance: Trump to Be Reaganomics on Steroids, Rattner Says
November 10, 2016 18:51 - 50 minutesSteve Rattner, Willett Advisors' chairman, says Donald Trump's policies can transform the U.S. economy. Prior to that, John Burns of John Burns Real Estate Consulting, says the housing market is recovering and new home buyers are slowly entering the market. And Harris Associates' David Herro says that Trump was able to convince Americans that he understands them. Narayana Kocherlakota, a Bloomberg View contributor and former president of the Federal Reserve Bank of Minneapolis, says the centr...
Surveillance: The Improbable Becomes Reality
November 09, 2016 18:34 - 1 hourOn an extended episode of Bloomberg Surveillance, Tom Keene and David Gura discuss the election of Donald Trump. Mohamed El-Erian, Bloomberg View columnist and chief economic adviser at Allianz SE, says Trump's victory shows how quickly the improbable can become reality. Bob Hormats, Kissinger Associates' vice chairman, says if President-elect Donald Trump is wise, he will reach out to Hillary Clinton to repair the fractured country. Then, Tom Barrack, the founder of Colony Capital, says the ...
Surveillance: Election Day Special
November 08, 2016 18:48 - 55 minutesOn election day 2016, Tom Keene and David Gura talk to Yale professor Stephen Roach, who says the decency of the American people will prevail when choosing the next president. Then they speak with Greg Valliere, Horizon Investments' chief global strategist, who says the GOP may split into two major parties after the U.S. election. Also, Harris Associates' David Herro says a Clinton presidency and a GOP congress is the best market outcome. Finally, Dennis Gartman, editor of the Gartman Letter,...
Surveillance: The Fed Heeds Markets 105%, Greenspan Says
November 07, 2016 16:42 - 43 minutesTom Keene and David Gura talk to former the Federal Reserve Chairman Alan Greenspan, who says that Fed forecasts are no better than those of a good economist. Prior to that, RBC Capital Markets' Jonathan Golub says fiscal policy attempts to move something that is unmovable while Carl Weinberg, High Frequency Economics' chief economist, says the Fed is tightening in December no matter who wins the election. Then, James Stavridis, dean of The Fletcher School at Tufts University, says if Hillary...
Surveillance: Gross Counsels Caution Despite Good Jobs Report
November 04, 2016 16:07 - 41 minutesBill Gross, a fund manager at Janus Capital Management, says people should be cautious despite a good jobs report because structural changes such as technology are displacing jobs. Prior to that, Ellen Zentner, Morgan Stanley's chief U.S. economist, says the jobs data bar isn't set high for a December Fed rate hike. Alan Krueger, a Princeton University professor, says he doesn't put a lot of weight on today's job report ahead of the Fed's decision next month. Learn more about your ad-choices...
Surveillance: U.K. Court Ruling Suggests Brexit Will Help Pound
November 03, 2016 16:08 - 43 minutesStephanie Flanders, chief market strategist at JPMorgan Asset Management, says pound strength after the UK vote was significant, but whether it lasts is a big question mark. Charles Dumas, chief economist at TSL Research, says the BOE may exceed their inflation target by the end of 2016. Danny Blanchflower, a former BOE policymaker & Dartmouth professor, says the U.K. court ruling forces the government to make a more clear position on their bargaining position to leave the European Union. Jac...
Surveillance: Local Media Is Wasting Away, Ken Doctor Says
November 02, 2016 14:57 - 49 minutesWillem Buiter, chief economist at Citigroup, says the Fed is excessively sensitive to what it thinks the markets might do and how markets react. Jim Grant, editor of Grant's Interest Rate Observer, says Janet Yellen and central banks ought to be nearly invisible. Ken Doctor, author and columnist of Newsonomics, says we have half the number of journalists in local newsrooms than we had in 1990. Anne-Marie Slaughter, New America CEO & Princeton professor, says part of the problem of globalizati...
Surveillance: The Election Isn't Going to Be Stolen, Winik Says
November 01, 2016 15:27 - 32 minutesMichael Darda, chief economist at MKM Holdings, says the Fed desperately wants to move short rates up and is likely to do so in December. John Glass, an analyst at Morgan Stanley, says Shake Shack is unique within the market because of its fantastic brand and high volume of sales. Jay Winik, a historian commissioned by the Council on Foreign Relations, says the election isn't rigged, but we may be facing warning signs that we need to make our voting system more secure. Learn more about your ...
Surveillance: Americans Should Be Depressed, Rattner Says
October 31, 2016 17:06 - 50 minutesSteve Rattner, Willett Advisors chairman, says that a divided government, an ongoing email investigation and a low approval rating should make Americans depressed about a possible Clinton presidency. Peter Hooper, chief economist at Deutsche Bank Securities, says the euro economy hasn't taken any significant hit from Brexit so far. Steve Wieting, global chief strategist at Citi Private Bank, says central banks are on a reasonable course heading into 2017. Doug Kass, president of Seabreeze Pa...
Surveillance: Investors Are Still Skittish, Nuveen's Doll Says
October 28, 2016 15:21 - 48 minutesBob Doll, chief equity strategist at Nuveen Asset Management, says rates are in a long-term bottoming process. Gene Munster, an analyst at Piper Jaffray, says Google has a lot to be excited about and has kept revenue growth going. Sara Senatore, a senior analyst at Sanford C. Bernstein, says the Chipotle brand is still very good. Robert Peck, senior director of internet research at SunTrust Robinson Humphrey, says big tech companies are continuing to grow and it shows the power and scale of c...
Surveillance: Twitter Is Improving, Sena Says
October 27, 2016 15:59 - 37 minutesBloomberg Intelligence's Paul Sweeney weighs in on Twitter cutting nine percent of its workforce. Seth Masters, chief investment officer at Bernstein Global Wealth Management, says bond investors should shorten duration as long-duration debt faces price risk with rising interest rates. Ira Jersey, senior portfolio manager at OppenheimerFunds, says he is overweight on emerging markets and bullish on Brazil. Ken Sena, managing director at Evercore ISI, comments on Twitter's earnings and the AT&...
Surveillance: U.S. to Consider Negative Rates Within 10 Years
October 26, 2016 14:46 - 37 minutesDominic Konstam, global head of rates research at Deutsche Bank, says the U.S. will have to consider negative rates on a five- to 10-year view. Walter Piecyk, a BTIG tech analyst, says Apple needs to focus on getting iPhone volumes up to gain Samsung customers who don't have a product. David Kostin, chief strategist at Goldman Sachs, says top-line revenue growth is likely to grow four to five percent. Jonathan Miller, president of Miller Samuel, says there is slack in the suburban markets and...
Surveillance: Politics is Driving the Economy, El-Erian Says
October 25, 2016 16:02 - 43 minutesKate Moore, chief equity strategist at BlackRock, says nimble and different companies are capturing growth. Mohamed El-Erian, chief economic adviser at Allianz, says a low-growth economy is giving rise to the politics of anger. Michael Chertoff, chairman of the Chertoff Group, says Yahoo's failure to disclose the hacking of 500 million accounts will have an impact on the merger with Verizon. John Engler, Business Roundtable president and a former three-term governor of Michigan, says we need ...
Surveillance: Merger Monday Special on AT&T and Time Warner
October 24, 2016 14:52 - 36 minutesThree experts on media and telecom weigh in on the AT&T and Time Warner merger. Scott Galloway, a professor of marketing at New York University, says we are at peak advertising and people will pay to opt out of advertising. Craig Moffett, a partner and senior research analyst at MoffettNathanson, says an AT&T and Time Warner deal won't result in cost savings. Rich Greenfield and Walter Piecyk, analysts at BTIG, say we are moving away from watching linear television and moving to an on-demand ...
Surveillance: Many Potential Buyers for Time Warner, BTIG Says
October 21, 2016 15:12 - 33 minutesRichard Greenfield, an analyst of media and technology at BTIG, says HBO and Warner Bros. are the crown jewels of Time Warner and expects Viacom and CBS to merge. Brian Wieser, a senior research analyst at Pivotal Research Group, weighs in on the potential AT&T and Time Warner merger and the evolution of digital media. Nick Heymann, an analyst at William Blair, says project financing will be a big deal for GE. Sara Senatore, a research analyst at Sanford Bernstein, says McDonald's Corp. shoul...
Surveillance: U.S. Earnings to Rise 5% in 2017, Adams Says
October 20, 2016 15:04 - 32 minutesGina Martin Adams, an equity strategist at Wells Fargo says stock valuations for consumer staples are the most dangerous. Carsten Brzeski, the chief economist at ING, says the ECB will extend QE until the end of 2017. Ben Emons, the chief economist at Intellectus Partners, says the European economy is slowly recovering and discusses QE after the ECB rate decision. Jeromin Zettelmeyer, a senior fellow at the Peterson Institute for International Economics, says the ECB can continue with its QE ...
Surveillance: Economic Decisions Pulling us Apart, Krueger Says
October 19, 2016 17:25 - 43 minutesAlan Ruskin, co-head of FX research at Deutsche Bank, says the pound could go into free fall. Sebastian Mallaby, senior fellow for international economics at the Council on Foreign Relations, discusses his new book on Alan Greenspan and says Greenspan called the Fed a historic disaster. Alan Krueger, professor of economics at Princeton University and an economic adviser to Hillary Clinton, speaks about her economics plans and keeping the election focused on the economy. Learn more about your...
Surveillance: Apple's Future Should Be in Content, Ward Says
October 18, 2016 16:42 - 40 minutesJohn Strickland, JLS director and analyst, says Ryanair is healthy despite pressure from the pound. Howard Ward, chief investment officer of growth equities at GAMCO Investors, says he would like to see Apple go after Time Warner. Ann Duignan, an analyst at JPMorgan, says Caterpillar has a strong board after the C-suite shakeup. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Foreign Investors Willing to Take Duration Risk
October 17, 2016 15:15 - 39 minutesBrad Hintz, professor of finance at New York University, said London will remain the financial center post-Brexit. Lindsey Piegza, chief economist at Stifel Nicolaus, said there is no sense of immediacy to raise rates at this point. Matthew Mish, credit strategist at UBS, said foreign clients are increasingly looking at the U.S. high-grade, longer-duration credit markets. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Beginning to See Slowdown in Banking, Hintz Says
October 14, 2016 15:35 - 38 minutesBrad Hintz, adjunct professor of finance at New York University, says this was a good summer for fixed income for the banks. Dan Yergin, vice chairman of IHS, says the U.S. needs higher economic growth and more entrepreneurial energy. James Stavridis, dean of The Fletcher School of Tufts University, says he expects positive growth numbers in Greece next year. Erik Oja, banking analyst at CFRA Research, says this quarter's bank earnings are similar to last quarter, with the four major banks al...
Surveillance: Slowing Innovation Hit Productivity, Phelps Says
October 13, 2016 15:11 - 25 minutesEdmund Phelps, winner of the 2006 Nobel Memorial Prize in Economic Sciences, says innovation is making workers more effective, but what they are producing is less valuable and that's why wages are falling. Alessio de Longis, portfolio manager at OppenheimerFunds, says he expects a modest bounce in emerging market growth. Stan Collender, executive vice president of Qorvis MSLGROUP, says the uncertainty coming out of Washington means there will be more talk of a government shutdown. Learn more...
Surveillance: Stephen Stanley on the Part Time-ization of US
October 12, 2016 17:05 - 45 minutesStephen Stanley, chief economist of Amherst Pierpont Securities, says 2016 inflation is very close to 2 percent. Craig Moffett, partner and senior research analyst at MoffettNathanson, says cable is best positioned for the next generation of wireless. Axel Merk, chief investment officer of Merk Investments, says the Fed wants to be behind the curve. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Workplace Is Changing Dramatically, Nobelist Says
October 11, 2016 16:19 - 48 minutesDennis Gartman, editor of the Gartman Letter, says he's not yet confident of a gold rebound. Steve Rattner, chairman of Willet Advisors, says the equity markets are fully valued and that he's reducing exposure to U.S. equities. Scott Clemons, chief investment strategist at Brown Brothers Harriman, says rising interest rates will be a tailwind for the equity markets because the Fed is confident about economic stability. Bengt Holmstrom, the 2016 Nobel Prize winner in economics, says narrow fin...
Surveillance: Fed Moving Closer to Normalization, Sinche Says
October 10, 2016 16:22 - 40 minutesRobert Sinche, global strategist at Amherst Pierpont Securities, says the long-term yield downturn is a global phenomenon. Greg Valliere, chief global strategist at Horizon Investments, says Hillary Clinton's policies aren't pro-growth. James Steel, chief commodities analyst at HSBC Securities, says the biggest driver of gold is Fed policy. Takatoshi Ito, a professor at Columbia University's School of International and Public Affairs, discusses the BOJ's independence. Learn more about your a...
Admati: Deutsche Bank Has Made Itself More Systemic
October 07, 2016 15:33 - 17 minutesAnat Admati, professor of finance and economics at Stanford Graduate School of Business, says capital levels for European banks are meaningless with accounting tricks. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Gross Says Job Report Won't Bar Fed Rate Increase
October 07, 2016 15:17 - 40 minutesAlan Krueger, a professor of economics at Princeton University, says the U.S. economy is seeing encouraging signs of wage growth. Peter Fisher, a senior fellow at Dartmouth's Tuck School of Business, says the Fed has been targeting low-level volatility like it's a third mandate and that's a mistake. Bill Gross, a fund manager at Janus Capital Management, says he sees a stronger dollar in the longer term. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Settlement on Deutsche Bank is Best, Lagarde Said
October 06, 2016 17:43 - 43 minutesJohn Lipsky, a visiting scholar of the Paul H. Nitze School of Advanced International Studies and a former special adviser to the IMF, says the IMF is less concerned about China in the short term. Mohamed El-Erian, chief economic adviser of Allianz, says the market dodged a Lehman moment on Deutsche Bank. London School of Economics professor Nicholas Stern says Brexit is calling U.K. growth prospects into question. IMF Managing Director Christine Lagarde urges European banks to examine their ...
Surveillance: U.S. Economy Stagnating, Alan Greenspan Says
October 05, 2016 17:14 - 44 minutesJeff Currie, global head of commodities research at Goldman Sachs, says gold is trading in lock-step against real interest rates. UBS' Geoff Dennis discusses emerging market initiatives that may come out of the IMF meetings this week in Washington, D.C. Alan Greenspan, former chairman of the Federal Reserve, says global trade remains an overall net plus for markets. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Major Sees Five More Years of Low Bond Yields
October 04, 2016 15:58 - 42 minutesHSBC's Steven Major says we should expect lower yields to last longer. Eurasia Group's Callum Henderson says the weaker sterling is a positive bias for markets. David Herro, partner and chief investment officer at Harris Associates, says Credit Suisse shares are too cheap and expects a consolidation in banking as a result of regulation. Ian Shepherdson, chief economist at Pantheon Macroeconomics, says the sterling is set to drop substantially. Learn more about your ad-choices at https://www....
Surveillance: U.K.'s Idea of Brexit Sovereignty an Illusion
October 03, 2016 15:42 - 38 minutesMarc Chandler, head of currencies at Brown Brothers Harriman, weighs in on the pound's drop and analyzes the Obama dollar rally. James Stavridis, dean of the Fletcher School of Law and Diplomacy at Tufts University and a retired U.S. Navy admiral, discusses the outlook for Germany on Unity Day. Michael Feroli, chief U.S. economist at JPMorgan, says there has been a huge wealth boom but the savings rate is unchanged during the past several years. Learn more about your ad-choices at https://ww...
Surveillance: Citi's Buiter Says Global Economy is Stagnating
September 30, 2016 16:20 - 34 minutesWillem Buiter, chief economist at Citigroup, says a hard Brexit is the most likely outcome for the U.K. BlackRock's Jeffrey Rosenberg discusses how low bond yields can go. Dr. Allan Meltzer, professor at the Tepper School of Business, says the Fed is financing the government's deficit. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Harker Wants a Hike ‘Sooner, Rather Than Later'
September 29, 2016 17:06 - 31 minutesIn a Bloomberg exclusive, Philadelphia Fed President Patrick Harker says the Fed should normalize sooner rather than later. Former IMF Chief Economist Olivier Blanchard says the U.S. central bank may have a communication problem. Oaktree Capital Group's Howard Marks warns that lower institutional returns are a big problem. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Fed Lacks Strategy, Former Philly Fed Pres. Says
September 28, 2016 15:51 - 44 minutesNYU professor of economics Michael Spence says sole reliance on monetary policy won't work. Former President of the Federal Reserve Bank of Philadelphia Charles Plosser says the Fed faces troubling credibility problems on interest rates. University of Chicago Booth School of Business professor of economics Chad Syverson weighs in on the productivity slowdown in the U.S. Ford Motor CEO Mark Fields says Ford is exploring more mobility services to compete with Uber and Tesla. Learn more about y...
Surveillance: David Rosenberg Says He's Bearish on Yen
September 27, 2016 16:03 - 33 minutesGluskin Sheff & Associates' David Rosenberg says the U.S. dollar will appreciate over the next several months. University of California Irvine professor of economics Peter Navarro says Trump's economic program is to cut corporate tax rates and create jobs in the supply chain in the Midwest. University of California Berkeley professor of economics Laura Tyson says Clinton was prepared for the debate and was articulate and factual. Learn more about your ad-choices at https://www.iheartpodcastn...
Surveillance: Gallo Says German Government Must Intervene in DB
September 26, 2016 16:35 - 47 minutesAlgebris Investments' Alberto Gallo says Deutsche Bank will take 10 years to fix. Gary Shilling, president of A. Gary Shilling & Co., says he's raised cash holdings to 50 percent, the highest ever. Selzer & Co. President Ann Selzer discusses the latest Bloomberg Politics poll showing Trump and Clinton deadlocked before tonight's debate. John "Jack" Bogle of Bogle Financial Markets and founder of Vanguard Group weighs in on mutual fund costs and calls them outrageous. Learn more about your ad...
Surveillance: Competitive Devaluation Is 'Intellectually Vapid'
September 23, 2016 17:25 - 39 minutesCharles Calomiris, an economics professor at Columbia Business School, says central banks' negative rates policy is idiotic. Edward Conard, author of "The Upside of Inequality: How Good Intentions Undermine the Middle Class," on saving America's Middle Class. Louise Yamada Technical Research's Louise Yamada says the Fed is keeping equities propped up. Brian Kelly, founding CEO of The Points Guy, says the Starwood program won't go away anytime soon. Learn more about your ad-choices at https:/...
Surveillance: A 'Rudderless' Fed
September 22, 2016 16:45 - 42 minutesCitigroup's William Lee says we have a rudderless, event-driven Fed. Wells Fargo's John Manley says American consumers are starting to feel better. And Morgan Stanley's Hans Redeker says it's time to slowly turn the boat on Yen. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Goncalves Says It’s BOJ’s Turn to Move (Correct)
September 22, 2016 15:58 - 42 minutesGeorge Goncalves, head of U.S. rates strategy at Nomura Securities, discusses the changes to the Bank of Japan’s monetary stimulus program. Goldman Sachs’ Abby Joseph Cohen says U.S. stocks are not in a bubble. Atlas Merchant’s Bob Diamond says he’s looking to invest in European banks. The OECD’s Catherine Mann says there is no sign of a major collapse in confidence post Brexit.\u0010\u0010(Corrects spelling of guest in headline) Learn more about your ad-choices at https://www.iheartpodcastn...
Surveillance: Harvard's Porter Says Economy Peaked 20 Years Ago
September 20, 2016 15:22 - 34 minutesCouncil of Foreign Relations' Richard Haass says TPP passage is a no-brainer for an open economy. Harvard Business School's Michael Porter says our political system is structured to divide us. CLSA's Mike Mayo says the Wells Fargo scandal will blow over with some pain. Peterson Institute Senior Fellow David Stockton says Yellen is more in the "patient" camp than the "ready to go" camp. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Capital Alpha Partners' Gabriel on the Election
September 19, 2016 18:06 - 36 minutesLuigi Zingales, professor at The University of Chicago Booth School of Business, says the German election shows a risk of the EU moving backward. UBS Securities' Brennan Hawken weighs in on Wells Fargo's recent lawsuit by customers. Capital Alpha Partners' Charles Gabriel says the sense of helplessness about homegrown terrorism could work to Trump's advantage. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Achuthan Says Growth Cycle is Agonizing for Fed
September 16, 2016 17:41 - 41 minutesLakshman Achuthan, ECRI co-founder, explains his cautious view on economic growth. Also, Kennan Institute's William Pomeranz on Trump's admiration for Putin. And \u0010NYU's Rick Pildes on what happens if a political candidate pulls out. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Sri-Kumar Says Give Monetary Policy A Rest
September 15, 2016 16:55 - 41 minutesU.S. Council of Economic Advisers Chairman Jason Furman says U.S. productivity growth is too slow. Grisanti Capital Management CEO Christopher Grisanti recommends holding cash and being selective on stocks. Sri-Kumar Global Strategies founder Komal Sri-Kumar criticizes Bank of England Governor Mark Carney for moving too quickly in August. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Fed on the Edge of Effectiveness
September 14, 2016 16:41 - 36 minutesCarl Tannenbaum, Northern Trust Company's chief economist, on the dangerous path of Japanese demographics. PK Verleger President Phil Verleger defends his outlier call on oil. And UBS' Drew Matus on four key inflation charts. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Rogoff On the Curse of Cash
September 13, 2016 16:31 - 46 minutesHarvard University Professor Kenneth Rogoff makes the case for eliminating most paper money. Evercore Partners founder Roger Altman dismisses concern over Hillary Clinton's health. Martin Feldstein, president emeritus of the National Bureau of Economic Research, says the Fed has a risky strategy, while Yale University Professor Robert Shiller says the central bank is out of ammunition. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Desai Says the Days of Globalization Are Over
September 12, 2016 17:10 - 37 minutesThe London School of Economics' Lord Meghnad Desai says we need helicopter money. Also, American Action Forum President Douglas Holtz-Eakin says the Fed is unpopular right now. OECD's William White says negative rates risk backfiring. And finally, Goldman Sachs' Jeff Currie says commodity markets are near equilibrium. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Stern Says Fed Committed to Data-Dependency
September 09, 2016 16:21 - 38 minutesMorgan Stanley's Ellen Zentner says the Fed is itching to move rates. Also, PIMCO Executive Vice President, Libby Cantrill, believes the same party that wins the White House will win the Senate. And finally, former Minneapolis Fed President Gary Stern: "I would vote for a Fed rate hike." Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Draghi Will Run Out of Assets to Buy
September 08, 2016 18:53 - 31 minutesPiper Jaffray's Gene Munster says Apple's AirPods aren't likely to backfire. Also, Manulife's Megan Greene says ECB is following in BOJ's footsteps. And finally, PWC's Mitch Roschelle says that London still holds huge appeal post-Brexit. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: El-Erian Says Fed Rate Hike Likely in 2016
September 07, 2016 16:36 - 1 hourCLSA's Mike Mayo calls JPMorgan the LeBron James of banking; Allianz's Mohamed El-Erian says central banks are becoming less effective; Willett Advisors' Steve Rattner says U.S. trade deals didn't address lower wages; Amherst Pierpont's Stephen Stanley says the Fed can't be patient and gradual. And finally, NHL Commissioner, Gary Bettman: "There's nothing better than live sports, we're the ultimate reality show." Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Putin is an Unreformed NATO Hater
September 06, 2016 16:40 - 44 minutesKissinger Associates' Bob Hormats says the U.S. political environment is almost fact-free. Also, the Fletcher School's James Stavridis says that NATO underestimated the Russian response to NATO's expansion. And finally, the Gartman Letter's Dennis Gartman says ethanol is a terrible fuel. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com