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Bloomberg Surveillance

Bloomberg Surveillance

4,494 episodes — Page 83 of 90

Malpass: skeptical of forward guidance because no crystal ball

Encima Global's David Malpass sits down to discuss how he's skeptical of forward guidance from the Fed because noone has a crystal ball on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Apr 6, 20168 min

Tague: new legislation continues anti-inversion rhetoric

Citi's Peter Tague sits down to discuss the Treasury Department's new legislation on tax inversions and how it continues anti-inversion rhetoric coming from Washington on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Apr 6, 201612 min

Kirkegaard: Eurozone is stuck in a structural growth crisis

Peterson Institute's Jacob Kirkegaard discusses the Eurozone and questions the way out to restore and increase nomincal GDP growth while in the common currency. He speaks with Tom Keene and Michael McKee on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Apr 5, 201622 min

De Maria: Fundamental outlook on agriculture is challenging

Blair Analyst Larry De Maria discusses the company Deere and how they are having a tough time during their down cycle and what can happen in the next couple of years with agriculture raising its forecast. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Apr 5, 201620 min

Cohen: The biggest jumble is the GO political enviornment

Goldman Sachs' Abby Joseph Cohen says we can't count, calculate or model very well, the impact of the current domestic political scene surrounding the elections. She speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Apr 5, 201622 min

Malkoutzis: Greek bailout packages come with conditionality

Macropolis Founder Nick Malkoutzis speaks about the extreme period of uncertainty and concern when it came to the Greek government and recocillation with its lenders. He speaks with Tom Keene and Michael McKee on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Apr 5, 201620 min

Todd: Wisconsin could be pyschological reset of GOP race

NBC's Chuck Todd weighs in on the Wisconsin primary on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Apr 5, 201611 min

Mauldin: Fed should issue 1% 40-year bonds for infrastructure

Mauldin Economics' John Mauldin sits down to discuss reforming the corporate tax code and helicopter money on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Apr 5, 201611 min

Munster: Apple dividend may get more meaty in 2017

Piper Jaffray's Gene Munster discusses Apple's dividend in 2017 on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Apr 5, 201620 min

Browne: corporations not gaining trust back from general public

Former BP CEO John Browne and author of "Connect" sits down with co-author Tommy Stadlen to discuss bringing trust back to corporations from the general public on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Apr 4, 201622 min

Cohen: oil is going to be a volatile market this quarter

Barclays' Michael Cohen weighs in on his call for oil to trade between $30 and $40 a barrel through the second quarter on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Apr 4, 201620 min

Brown: still have a lot of people worried about the economy

Raymond James Financial's Scott Brown weighs in on where the U.S. economy stands and malaise at the lower end of the income scale on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Apr 4, 201622 min

Blanchflower: there is labor market slack and no wage pressure

Dartmouth's Danny Blanchflower weighs in on how the unemployment rate underestimates the extent to which there is labor market slack since 2008 on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Apr 4, 201620 min

Stockton: equity markets have gone too far too fast

BTIG's Katie Stockton discusses whether investors are overly bullish on the equity markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Apr 4, 201622 min

Krawcheck: retirement savings' crisis is a woman's crisis

Ellevest's Sallie Krawcheck weighs in on the retirement savings crisis in this country and why it's a woman's crisis on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Apr 4, 201620 min

Mather: We are seeing wages go up

PIMCO CIO Scott Mather says he looks at the Phillips Curve from state to state and observes that lower unemployment leads to higher wages in those states. He speaks with Tom Keene and Barry RitholtzSee omnystudio.com/listener for privacy information.

Apr 1, 201622 min

Silvia: Labor force participation rate continues to improve

Wells Fargo's John Silvia says we are seeing an improvment in wages and salaries but not at the pace that we have seen in the prior recoveries. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Apr 1, 201620 min

Gross: June likely time for one of two FED rate hikes

Janus Capital's Bill Gross speaks about the Jobs Day Report and says China is mystery meat of global economy. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Apr 1, 201622 min

Shilling: job picture isn't as auspicious as headlines suggest

Gary Shilling & Co.'s Gary Shilling discusses his economic outlook ahead of the jobs report on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Apr 1, 201622 min

Buiter: China's debt load not all bad news

Citi's Willem Buiter weighs in on China's massive debt load they've created on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Apr 1, 201612 min

Glassman: Jobs Day Preview

JPMorgan's James Glassman previews Jobs Day with with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Apr 1, 201620 min

Faber: We love to see value and momentum overlap

Cambria's Mebane Faber discusses the challenges with strategies when buying stocks and how the stock markets across the world affect everything. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Mar 31, 201619 min

Maki:I don't think we will go back to old growth rates

Point 72 Economist Dean Maki discusses the labor market and modest gains and earnings. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Mar 31, 201622 min

Zhu:China's economy is facing downward pressure

HSBC's China Economist John Zhu discusses China's growth cluster and how the inland cities are growing. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Mar 31, 201620 min

Batley: Brexit market fears related to France more than Britain

Lombard Street Research's Richard Batley weighs in on Brexit and market risk on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Mar 31, 201611 min

Rajadhyaksha: difficult to see 2.5 percent inflation in 2017

Barclays Capital's Ajay Rajadhyaksha discusses a structural change in inflation on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Mar 31, 201619 min

Sinche: the dollar will creep gradually higher on better data

Amherst Pierpont's Robert Sinche weighs in on dollar weakness and a dovish Yellen on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Mar 31, 201612 min

Derman: no simple models to replace bell curve

Columbia University's Emanuel Derman weighs in on the bell curve model and neo-classical finance on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mar 30, 201620 min

Turnhill: never saw a sustained volatility so low before

BlackRock's Richard Turnhill comments on why the markets are eerily quiet. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Mar 30, 201611 min

Derman:social Sciences are involved with people

Columbia University Financial Engineering Professor Emanuel Derman says there is nothing that replaces the Bell Curve. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Mar 30, 201620 min

Piegza: employment numbers have been consistent

Stifel's Chief Economist Lindsey Piegza discusses Janet Yellen, employment rates and inflation with Tom keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Mar 30, 201622 min

Tetlock: discerning between good experts and bad experts

Wharton School Professor Philip Tetlock disucsses the illusion of insight and how to come across good forecasters. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Mar 30, 201620 min

Hubbard: Janet Yellen not really telling us what they're doing

Columbia Business School's Glenn Hubbard reacts to Janet Yellen's speech at the Economic Club of New York on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Mar 30, 201611 min

Curnutt: electronic trading has changed market volatility

Macros Risk Advisors' Dean Curnutt discusses market volatility on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Mar 30, 201619 min

Haass: trade is strategically a glue to the world

Council on Foreign Relations' Richard Haass weighs in on low economic growth and how it affects income inequality and trade policies on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Mar 30, 201612 min

Kass: the dominant investors are no longer the retail investor

Seabreeze Partners Management Doug Kass speaks on money management and says there is a lot more volatility ahead. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Mar 29, 201622 min

Johnson:retirement income crisis

American College of Financial Services CEO Robert Johnson, discusses retirement income planning with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Mar 29, 20168 min

Uy:active management can help navigate investors

Invevsco's Ray Uy discusses how the FED can be meaningful in regards to the markets. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Mar 29, 201612 min

Todd: voters don't vote on electability

NBC's Chuck Todd weighs in on why voters don't vote strategically or on electability on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Mar 29, 201611 min

Ricchiuto: This economy is just stuck

Mizuho's Steve Ricchiuto discusses the economic data and how it's a reflection of the change in expectations in the monetray policy and currency markets. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Mar 29, 201622 min

Gurria: need to break cycle of poverty through education

The OECD's Jose Angel Gurria discusses breaking the cycle of poverty through education and training on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Mar 29, 201631 min

Fels:global markets are bumpy, below par and brittle

PIMCO's Joachim Fels discusses the triple B economic expansion-bumpy, below par and brittle and how they correlate with de-leverging, debt and deflation. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Mar 29, 201620 min

Robbins:President Obama's visit in Cuba

Foreign relations council Carla Anne Robbins says President Obama did a good job in Cuba especailly when enticing Raul Castro to answer questions about human rights. She speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Mar 28, 201611 min

Steel:Gold is a highly regarded asset

HSBC's James Steel says you need a tinge of caution in the market and that Gold is a highly regarded asset and performs very well when other things do not. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Mar 28, 201619 min

Mortimer-Lee:we are above trend at the moment

BNP Paribas' Paul Mortimer-Lee says the economy is very reliant on the consumer. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Mar 28, 201622 min

Jones:have an allocation to all the major asset classes

Charles Schwab's Kathy Jones says to tactically trade you want to underweight the things that are going to be doing the worse and aften times that changes year to year. She speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Mar 28, 20168 min

Shearing:we have to pay more attention to EM

Captial Economists' Neil Shearing feels this year there will be a turn around lead by China and that they are critical to commodity and manufacturers. He sits with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Mar 28, 201612 min

Kimball: negative interest rates and GDP

University of Michigans' Miles Kimball discusses negative interest rates and how it's just an extension of positive interest rates as well as real GDP versus GDP plus inflation. He speaks with Tom Keene and Francine Lacqua on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Mar 24, 201619 min

Levitt: perspective on how Trump courts Wall Street

Former SEC Chairman Arthur Levitt speaks on how Trump can be bad for banks and has unclear policies. He speaks with Tom Keene and Francine Lacqua on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Mar 24, 201612 min

Roberts: Trump needs to become more presidential, serious

Saatchi & Saatchi's Kevin Roberts weighs in on Trump's image and his need to become more presidential on Bloomberg Surveillance with Tom Keene and Francine Lacqua.See omnystudio.com/listener for privacy information.

Mar 24, 201622 min