Bloomberg Surveillance

Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says nobody knows what the market is or should do going forward given the complexity of the new macro environment. David Kostin, Goldman Sachs Chief US Equity Strategist, discusses the US dollar’s impact on earnings and why he thinks there will be fewer buybacks next year. Lindsey Piegza, Stifel Chief Economist, says the market is consistently underestimating the level of inflation. Steve Case, AOL Co-Founder, discusses his new book “The Rise of the Rest” and his outlook for the tech sector. See omnystudio.com/listener for privacy information.

Nathan Sheets, Citi Global Chief Economist, says the global economy is looking soft. Carl Weinberg, High Frequency Economics Chief Economist & Managing Director, says prices are starting to recede in some areas of the economy. Greg Valliere, AGF Investments Chief US Policy Strategist, says Democrats are in trouble for the upcoming midterm election. See omnystudio.com/listener for privacy information.

Mike Wilson, Morgan Stanley Chief US Equity Strategist, says the bear market will probably be over sometime in the first quarter of 2023. Neil Dutta, Renaissance Macro Head of US Economics Research, says the Fed is failing miserably if they are viewing the labor market as the conduit to achieve their inflation objectives. Elsa Lignos, RBC Global Head of FX Strategy, says we may have to wait for Powell’s press conference next week to confirm or reject the Fed-pause narrative. See omnystudio.com/listener for privacy information.

Nouriel Roubini, Roubini MacroAssociates CEO & 'Megathreats' Author, discusses the "megathreats" facing the US economy. Jean Boivin, Head of the BlackRock Investment Institute, says it's very hard to see something that's a smooth landing in any way. Mary Barra, General Motors CEO, discusses third-quarter results, efforts to address supply-chain issues and electric-vehicle expansion plans. Jordan Rochester, Nomura International G-10 FX Strategist, says the UK is the canary in the coal mine for everybody around the world. See omnystudio.com/listener for privacy information.

Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says a slowdown is coming. Lara Rhame, FS Investments Chief US Economist, says markets haven't yest priced in recession. Chris Verrone, Strategas Partner & Head of Technical & Macro Strategy, says the market is back in charge. Peter Trubowitz, LSE Professor of International Relations & Chatham House Associate Fellow, says China's President Xi is consolidating his hold on power and pushing China's ambitions in the region. See omnystudio.com/listener for privacy information.

Steven Major, HSBC Global Head of Fixed Income Research, says real yields are back. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says the Fed has trapped itself. Marc Chandler, Bannockburn Chief Market Strategist, says inflation is close to a peak See omnystudio.com/listener for privacy information.

Michael Purves, Tallback Capital Advisors CEO & Founder; Nicholas Bennenbroek, Wells Fargo International Economist; and Neil Shearing, Capital Economics Chief Economist, react to the resignation of UK Prime Minister Liz Truss. See omnystudio.com/listener for privacy information.

Brian Deese, National Economic Council Director, says all options are on the table when it comes to a potential ban on diesel exports. Scott Kirby, United Airlines CEO, says business class demand will continue to increase. Mohamed Younis, Gallup Editor In Chief, says the US economy is the number one issue for voters right now. Dennis Gartman, Chairman of the University of Akron's Endowment Fund & Retired Editor of The Gartman Letter, says 2022 is only going to get uglier. Anwiti Bahuguna, Columbia Threadneedle Head of Multi-Asset Strategy, is seeing no signs of peak inflation. See omnystudio.com/listener for privacy information.

Kristen Bitterly, Citi Global Wealth Management Head of North America Investments, says the earnings bar has been revised down. Jerome Schneider, PIMCO Managing Director & Head of Short Term Portfolio Management, says "short-term paper is the place to hide" right now. Kit Juckes, Societe Generale Chief FX Strategist, says sterling needs volatility to go away. Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, says Netflix's new advertising tier could prove to be a very diluted strategy in the short-term. See omnystudio.com/listener for privacy information.

Oliver Bäte, Allianz CEO, says investors are underestimating liquidity traps. Bob Miller, BlackRock Head of Americas Fundamental Fixed Income, says returns are "starting to look reasonable" for investors in high-quality assets. Lori Calvasina, RBC Capital Markets US Equity Strategy Head, says defensives are at peak valuation. Ebrahim Rahbari, Citi Global Head of FX Analysis, expects even further dollar upside from here. Leland Miller, China Beige Book International Co-Founder & CEO, says China President Xi Jinping is unlikely to change his strategy. See omnystudio.com/listener for privacy information.

Gita Gopinath, IMF First Deputy Managing Director, says nations are in for a “rocky ride” as they adjust to dollar strength. Raghuram Rajan, Former Central Bank of India Governor, says larger emerging market countries have become more prepared for a crisis by building up their FX reserves. Stephen Stanley, Amherst Pierpont Chief Economist, says a Fed pivot is not in the cards right now. Eric Freedman, US Bank Asset Management Chief Investment Officer, thinks it makes sense to dip into the front end of the treasury curve. See omnystudio.com/listener for privacy information.

Brian Deese, National Economic Council Director, says we need to make progress on rising food prices. Kristalina Georgieva, IMF Managing Director, says inflation is still the IMF's top worry. Seth Carpenter, Morgan Stanley Global Chief Economist, reacts to the US CPI report. David Malpass, World Bank President, says cutting the debt of poor nations is under discussion. See omnystudio.com/listener for privacy information.

Tim Adams, Institute of International Finance President and CEO, says central bankers are facing their toughest job yet. Axel Weber, Institute of International Finance Chairman, says the ECB is in a worse position than the Fed. Klaas Knot, European Central Bank Governing Council Member, says a “continued effort” is needed to bring inflation under control. Kristin Johnson, CFTC Commissioner, discusses who they are working with the SEC on cryptocurrency regulation. See omnystudio.com/listener for privacy information.

Governor Ned Lamont, (D) Connecticut, says Connecticut is prepared for an economic downturn. Jim Zelter, Apollo Global Co-President, says high-yield nearing 10% is "attractive." Nadia Calvino, Spain Deputy Prime Minister, stresses the importance of monetary and fiscal policy coordination. Andrew Hollenhorst, Citi Chief US Economist, says the Fed has a communication issue. See omnystudio.com/listener for privacy information.

Bill Dudley, Bloomberg Opinion Columnist, says the Fed owes the world a mea culpa. Seema Shah, Principal Asset Management Chief Global Strategist, says there is worse to come for the market. Gilles Moec, AXA Investment Managers Chief Economist, says recession is absolutely unavoidable at this stage. Bob Yawger, Mizuho Energy Futures Strategist, says we will probably see oil trading near $100. See omnystudio.com/listener for privacy information.

Marty Walsh, US Secretary of Labor, discusses the September employment report. Tiffany Wilding, PIMCO Chief US Economist, weighs the Federal Reserve's next move. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Federal Reserve Governor, says this jobs report keeps the Fed on track for a 75-basis-point hike at the next meetings. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the Fed is sending mixed messages. See omnystudio.com/listener for privacy information.

Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, sees "huge opportunities" in fixed income. Stephen Schork, The Schork Group President, says the world is heading into the winter with a thimble of oil. Nela Richardson, ADP Chief Economist, reacts to US jobless claims. Bipan Rai, CIBC Capital Markets NA Head of FX Strategy, expects rates to remain higher for longer. See omnystudio.com/listener for privacy information.

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. In this episode, Deutsche Post DHL Group CFO Melanie Kreis tells Tom Mackenzie how the the logistics giant has built capital and diversified its portfolio while accelerating growth during the Covid pandemic.See omnystudio.com/listener for privacy information.

Michael Gapen, Bank of America Chief US Economist, says the payroll number is the only one that matters in November. Christyan Malek, JPMorgan Global Head of Energy Strategy, says we are seeing a repricing of oil away from the control of OPEC. Ngozi Okonjo-Iweala, WTO Director General, says the global outlook is "looking quite grim." Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm's Investment Committee, says bonds look attractive amidst a "Volckeresque" Fed. See omnystudio.com/listener for privacy information.

Ben Laidler, eToro Global Markets Strategist, says we're almost certainly going into a recession. Jordan Rochester, Nomura International G-10 FX Strategist, expects the euro to weaken further below parity with the US dollar by the end of this year. Freya Beamish, TS Lombard Chief Economist, says China is probably coming out of its recession, but is still very weak. Paul Sankey, Sankey Research Founder and Lead Analyst, says a production cut by OPEC+ will effectively serve to raise oil prices. See omnystudio.com/listener for privacy information.

Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research calls it “appropriate” for the Federal Reserve to target a softening of the US labor market. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says it's time to pivot to small caps. Nadia Calvino, Spanish Economy Minister, says the Spanish economy continues to grow quite strongly. Chloe Smith, UK Secretary of State Work and Pensions, says the UK government is in talks with the Pensions Regulator. Dan Skelly, Morgan Stanley Wealth Management Head of Market Research and Strategy, says he is watching earnings, PMIs, and jobs data to decide when to increase equity exposure again. See omnystudio.com/listener for privacy information.

Andrew Griffith, UK Financial Secretary to the Treasury and City Minister, says the UK Government, the OBR and the Bank of England are all working in a coordinated fashion. Jane Foley, Rabobank Head of FX Strategy, says the pound still remains very vulnerable. Regina Mayor, KPMG Global Head of Energy, is optimistic about the European energy picture in in the near term. Jim Paulsen, The Leuthold Group Chief Investment Strategist, says thinks the Fed is close to a blink on policy. See omnystudio.com/listener for privacy information.

Jeff Currie, Goldman Sachs, Global Head of Commodities Research, says oil markets are caught in a vicious negative feedback loop. Michael Spence, Nobel laureate & General Atlantic Senior Adviser, says the global economy has shifted and become supply constrained. Carl Weinberg, High Frequency Economics Chief Economist & Managing Director, says the Bank of England has no choice but to hike. Ray Farris, Credit Suisse Chief Economist, says the worst is yet to come for equities.See omnystudio.com/listener for privacy information.

Danny Blanchflower, Dartmouth College Professor of Economics and Former BOE Monetary Policy Committee Member, says UK markets are now in chaos. Katrina Dudley, Franklin Mutual Series Portfolio Manager, says the Bank of England's purchase of long-dated UK government bonds is a "quantitative conundrum." Alan Ruskin, Deutsche Bank Chief International Strategist, says the BOE's move places even more pressure on them at the front end of the curve. Saira Malik, Nuveen Chief Investment Officer, says that as long as the dollar and yields continue to move upward, investors need to brace themselves for more pain. See omnystudio.com/listener for privacy information.

Bob Diamond, Atlas Merchant Capital Founding Partner & CEO, says the British government needs to restore its credibility with debt investors if it hopes to push ahead with its plans for the economy. Mark Mobius, Mobius Capital Partners Co-Founder, says the Fed is going to keep raising rates until the rate is above inflation, regardless of market reaction. Bill Dudley, Former New York Fed President, says the Fed is finally getting its arms around making Fed policy tight. Michael O'Leary, Ryanair CEO, says the company is reasonably insulated from pound volatility. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, says we are getting closer to a market bottom. See omnystudio.com/listener for privacy information.

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, remains cautious on risk and underweight stocks. Kallum Pickering, Berenberg Senior Economist, says it's hard to label UK market moves as panic. Jordan Rochester, Nomura G-10 FX Strategist, says the pound will continue its slide against the US dollar without intervention from the Bank of England and a shift in UK fiscal policy. Steven Wieting, Citi Global Wealth Chief Investment Strategist & Chief Economist, discusses the outlook for US corporate earnings, employment, and Federal Reserve policy. See omnystudio.com/listener for privacy information.

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says uncertainty in the markets is approaching critical levels. Steven Englander, Standard Chartered Bank Global Head of G10 FX Research, discusses outlook for the pound as Liz Truss’s new UK government delivers the most sweeping tax cuts since 1972. Dan Suzuki, Richard Bernstein Advisors Deputy Chief Investment Officer, explains why markets are in the midst of several major turning points. Janice Eberly, Northwestern University's Kellogg School of Management Senior Associate Dean & Professor of Finance, says the Fed's initial announcement of the 75 basis-point hike wasn't the surprise, it was the surrounding messaging. See omnystudio.com/listener for privacy information.

Danny Blanchflower, Dartmouth Professor & Former BOE Policy Committee Member, warns of an economic disaster ahead. Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, assesses the recent carnage in the markets. Abby Joseph Cohen, Columbia Business School Professor & Retired Goldman Sachs Partner, sees more credit market damage ahead. National Bank of Ukraine Deputy Governor Serhiy Nikolaychuk discusses signs of recovery in Kyiv, the challenge to maintain a focus on monetary policy amid war with Russia, and the need for further funding from the International Monetary Fund. See omnystudio.com/listener for privacy information.

Mike Wilson, Morgan Stanley Chief US Equity Strategist, says he is much more focused more on the earnings story than the Fed. Michael Pond, Barclays Head of Global Inflation Market Strategy, says to prepare for a hawkish Fed. Michael Collins, PGIM Fixed Income Senior Portfolio Manager, still expects a little bit more downside in credit. Kona Haque, ED&F Man Head of Research, says we currently have an energy supply and demand mismatch.See omnystudio.com/listener for privacy information.

Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says it's unsustainable to have the Fed hiking rates at a very rapid rate with the economy slowing. Chris Verrone, Strategas Partner & Head of Technical & Macro Strategy, thinks yields are going to remain stickier and higher than consensus. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, expects to see an equity market bump coming out of the US midterm elections. Jonathan Miller, Miller Samuel President & CEO, says we are absolutely underestimating the demand in the housing market. See omnystudio.com/listener for privacy information.

David Stubbs, JPMorgan Private Bank Global Head of Cross-Asset Thematic Strategy, says there are plenty of ways to meet your financial goals without taking equity risk. Dana Peterson, Conference Board Chief Economist, doesn't expect to see 2% inflation until 2024. Matt Brill, Invesco Head of North America Investment Grade, says it's an attractive time to buy bonds. Peter Tchir, Academy Securities Macro Strategy Head, says Fed Chair Powell needs to let his inner dove out. See omnystudio.com/listener for privacy information.

Andrew Sheets Morgan Stanley Chief Cross Asset Strategist, says we are into the thick of what we think is going to be a disappointing earnings revision lower. Jane Foley, Rabobank Head of FX Strategy, says she can't dismiss the possibility of parity between the British pound and the US dollar. Subadra Rajappa, Societe Generale US Rates Strategy Head, says all assets are very correlated right now. José Antonio Ocampo, Colombia Finance Minister, discusses the impact of inflation on his nation's economy, plans to raise capital, and growth in tourism. Seth Carpenter, Morgan Stanley Chief Global Economist, says to expect earnings to be lower across the board if the economy is going to slow down enough to get inflationary pressures under control. See omnystudio.com/listener for privacy information.

Senator Pat Toomey, a Pennsylvania Republican and Ranking Member of the Senate Banking Committee, reacts to US railroads and union negotiators reaching a tentative deal to avert a labor disruption and says Congress should step in on cryptocurrency regulation. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, weighs cheaper valuations against worries that persistently high inflation would cause central banks to remain hawkish for longer. Danny Blanchflower, Dartmouth College Professor of Economics & Former Bank of England Monetary Policy Committee Member, discusses the health of the UK economy. Kathy Bostjancic, Oxford Economics Chief US Economist, discusses outlook for US labor market and the Federal Reserve’s next move. See omnystudio.com/listener for privacy information.

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode, hosted by Matt Miller, focuses on Shake Shack CFO Katie Fogertey. Fogertey was Goldman Sachs' lead analyst covering the restaurant sector before leaving Wall Street in 2021 to join the fast casual dining chain -- and she's helping lead the company through a period of rapid change.See omnystudio.com/listener for privacy information.

Wei Li, BlackRock Global Chief Investment Strategist, says Europe is heading for a recession this year and one is likely in the US next year as well. Governor Glenn Youngkin, (R) Virginia, says bad policies are leading to persistent inflation. Michelle Meyer, Mastercard Economics Institute Chief US Economist, says the US consumer is still healthy. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman, discusses his new book "How to Invest: Masters on the Craft." See omnystudio.com/listener for privacy information.

Jay Bryson, Wells Fargo Chief Economist, says today's inflation report removes all doubt about the Fed hiking 75 basis points at their next meeting. David Kelly, JPMorgan Asset Management Chief Global Strategist, thinks markets are overreacting to the US inflation report. Esty Dwek, Flowbank CIO, still expects the disinflation trend to continue. Regina Mayor, KPMG Global Head of Energy, says we are out of the woods on high gas prices. See omnystudio.com/listener for privacy information.

Bob Miller, BlackRock Head of Americas Fundamental Fixed Income, explains why he thinks yields are now reasonable. Kathryn Kaminski, Alphasimplex Group Chief Research Strategist, says she is less optimistic than the markets. Ben Hodges, Former Commanding General US Army Europe and CEPA Pershing Chair in Strategic Studies, says sanctions against Russia really are having a strong effect. Gilles Moec, AXA Investment Managers Chief Economist, says it's going to be difficult for European government to continue to accommodate the shock from rising energy prices with rising interest rates. See omnystudio.com/listener for privacy information.

John Micklethwait, Bloomberg Editor-in-Chief, reflects on the legacy of Queen Elizabeth II. Mohamed El-Erian, Bloomberg Opinion Columnist & Queens' College Cambridge President, discusses the impact of Queen Elizabeth II on Queens' College Cambridge. Robin Niblett, Chatham House Director, expects Charles III's reign over the Commonwealth to be a lot more difficult. Sir Vince Cable, London School of Economics & Political Science Visiting Professor, predicts what changes will come with the passing of Queen Elizabeth II. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, says the volatility in bonds is creating opportunity. See omnystudio.com/listener for privacy information.

George Saravelos, Deutsche Bank Global Head of FX Research, says the dollar is ending up as the safe haven of choice by default. Margie Patel, Allspring Global Investments Senior Portfolio Manager, sees no "dynamic rebound" for stocks. Ed Morse, Citigroup Global Markets Commodities Research Head, expects Russia to run out of markets for its natural gas soon. Richard Haass, Council on Foreign Relations President, says western nations are going to have to have a major conversation about their trading policies with China. See omnystudio.com/listener for privacy information.

Ben Laidler, eToro Global Markets Strategist, says this market is talking itself into a funk. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says the US economy is faring better than the rest of the world and the Fed has more work to do. Sebastian Mallaby, Council on Foreign Relations Senior Fellow for International Economics, discusses outlook for the pound as Liz Truss becomes UK Prime Minister. Victoria Greene, G Squared Private Wealth CIO, says panic is one of the biggest risks to investors right now. See omnystudio.com/listener for privacy information.

Marty Walsh, US Secretary of Labor, expects payrolls to keep rising despite Fed rate increases. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Fed Governor, says the labor force participation rate is consistent with where the Fed wants to go. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says today's jobs report is a bit of a sigh of relief for equity markets. Michael Purves, Tallbacken Founder & CEO, discusses whether he expects the corporate earnings machine to continue to perform. Tiffany Wilding, PIMCO Chief U.S. Economist, describes why the prime age participation rate is coming more into focus. See omnystudio.com/listener for privacy information.

Jean Boivin, Head of the BlackRock Investment Institute, says central banks are finally waking up. Francisco Blanch, Bank of America Global Research Head of Global Commodities and Derivatives Research, says there is a huge amount of uncertainty over what the future of energy looks like. Rubeela Farooqi, High Frequency Economics Chief US Economist, is seeing dislocations in the labor market. Tracy Alloway, Odd Lots Podcast Co-Host, discusses her interview with Minneapolis Fed President Neel Kashkari. See omnystudio.com/listener for privacy information.

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode, hosted by Romaine Bostick and Taylor Riggs, focuses on HPE CFO Tarek Robbiati, who is helping drive the tech company's transformation from on-site data storage to providing cloud-based software as a service.See omnystudio.com/listener for privacy information.

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says the market could retest its lows if there is a consumer slump. Christian Nolting, Deutsche Bank Private Bank Global Chief Investment Officer, sees opportunities in European financials. Deborah Cunningham, Federated Hermes Global Liquidity Markets CIO, says we've been in a supply-demand imbalance from a treasury perspective. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman and Host of "Peer to Peer Conversations," discusses his interview with FTX CEO Sam Bankman-Fried. See omnystudio.com/listener for privacy information.

David Rosenberg, Rosenberg Research Founder & President, says we are a long way from the market bottom. Sebastien Page, T. Rowe Price Head of Global Multi-Asset & Chief Investment Officer, says he's not yet ready to get back into stocks. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, expects the yield curve inversion to deepen. Geoffrey Yu, BNY Mellon Senior EMEA Market Strategist, says he doesn't know anyone who's bullish right now. See omnystudio.com/listener for privacy information.

Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, expects the near term to be negative for markets. Francesco Bianchi, Johns Hopkins Economist, says the Fed needs cooperation from the fiscal authorities to help bring inflation down. Ellen Wald, Atlantic Council Senior Fellow, says banning American exports of energy products would be damaging to the overall market. Sen. Patrick Leahy, (D) Vermont, says he will fully support President Biden if he runs again in 2024. See omnystudio.com/listener for privacy information.

Patrick Harker, Philadelphia Fed President, says the Fed should consider pausing rate hikes after hitting at least 3.4% by year end to see how the economy reacts. James Bullard, St. Louis Fed President, says the Fed’s rate hikes are working at shorter lags than in the past. Raphael Bostic, Atlanta Fed President, says the Fed should keep interest rates higher “for a long time.” TD Securities Global Head of Rates Strategy Priya Misra and Citi Chief US Economist Andrew Hollenhorst react to Fed Chair Jerome Powell’s speech at the Kansas City Fed’s annual economic policy symposium in Jackson Hole, Wyoming. See omnystudio.com/listener for privacy information.

Esther George, Kansas City Fed President, says the Fed has to get rates higher to slow down demand. Glenn Hubbard, Columbia Business School Professor of Finance and Economics, says policy still has role to play. Mohamed El-Erian, Bloomberg Opinion Columnist & Queens' College Cambridge President, says the Fed can't blink after being asleep at the wheel. Savita Subramanian, BofA Securities Head of US Equity & Quantitative Strategy, says she is focused on the long-end of the curve and sees the US at the beginning of a real growth cycle. See omnystudio.com/listener for privacy information.

Andrew Hollenhorst, Citi Chief US Economist, sees the Fed raising rates above 4% next year. Subadra Rajappa, Societe Generale Head of US Rates Strategy, says a Fed hike beyond 4% doesn't make sense. Tom Porcelli, RBC Capital Markets Chief US Economist, says the Fed may stop hiking by the end of the year. Seabreeze Partners President Doug Kass and Blue Ridge Capital Founder John Griffin discuss the life and legacy of Julian Robertson. See omnystudio.com/listener for privacy information.

Jan Hatzius, Chief Economist at Goldman Sachs, thinks the it could be a couple more years before the Fed cuts rates. Steven Ricchiuto, Mizuho Securities USA Chief US Economist, describes why this is not a typical inflation cycle. Steve Englander, Standard Chartered Bank Global Head G-10 FX Research, says the ECB doesn't have the tools to address the weakness in Europe. Tina Fordham, Fordham Global Foresight Geopolitical Strategist & Founder, says there are no signs of the war in Ukraine abating. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman and Host of "Peer to Peer Conversations," discusses his interview John Doerr, Kleiner Perkins Chairman and 'Speed & Scale' Author. See omnystudio.com/listener for privacy information.