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Bloomberg Surveillance

Bloomberg Surveillance

4,573 episodes — Page 85 of 92

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

Ward: we don't own banks anymore after cloudy recovery

Gamco's Howard Ward weighs in on why he doesn't own any bank stocks after the recovery in banks has been clouded by regulatory efforts on Bloomberg Surveillance with Tom Keene and Francine Lacqua.See omnystudio.com/listener for privacy information.

Mar 24, 201620 min

Brown:the UK may end up leaving the EU

Mitsubishi UFJs' Brendan Brown discusses how the consequences of immigration can impact central banks and European unity. He speaks with Tom Keene and Francine Lacqua on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Mar 24, 201622 min

Sowerby:small cap stocks have out performed large cap stocks

Loomis Sayles' David Sowerby speaks about stocks and how they are still the best asset class. He speaks with Tom Keene and Francine Lacqua on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Mar 24, 201620 min

Berson: credit availabilty is tighter now and less available

David Berson from Nationwide Insurance speaking on how housing markets are having a sustainable rise. He speaks with Tom Keene and Michael McKee on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Mar 23, 201622 min

Bullard: Fed should edge to more normal rates

St. Louis Fed President James Bullard says that the Fed needs to normalize rates, but not while inflation expectations are falling. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Mar 23, 201620 min

Normand: dot plots and forward guidance

JP Morgans' John Normand discussing dot plots and how they can help or hinder cconsumers and investors on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mar 23, 201622 min

Gabriel: Trump can have enormous leverage

Capital Alpha Partners' Chuck Gabriel discusses Donal Trump and his policies on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mar 23, 201620 min

Kotok: markets are becoming used to terror attacks

Cumberland Advisors' David Kotok weighs in on how markets are becoming used to a sequence of terror attacks and are developing an expectation that there will be more of them on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mar 23, 201622 min

Hormats: looking to see how general eco weakness affects Fed

Kissinger Associates' Robert Hormats weighs in on how general weakness in the global economy is affecting Fed decisions on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mar 23, 201620 min

Wittner: oil has hit a botton

Societe Generales' Michael Wittner says terrorist attacks lowers consumer confidence and slows down economic growth on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mar 22, 201611 min

Hayden: security forces in Brussels

Jones Hayden discusses the current state of Brussels since the attacks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mar 22, 201611 min

Muggah: protection of society from extremist

Igarapes' Robert Muggah says we have to build resillience in our communities and neighborhoods to try and address the remote radicalization taking place both online and off on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mar 22, 201611 min

Muggah: gettting smarter on how we intervene

Igarapes' Robert Muggah says the factors that shape and condition people as a resort to these kinds of extremist forms of violence are often the same on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mar 22, 201611 min

Bremmer: attacks put tourism, trade on negative

Eurasia Group's Ian Bremmer discusses the impacts on tourism and trade in European countries in the aftermath of the Brussels attacks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mar 22, 201611 min

Corr: infiltrating terrorist

Corr Analytics founder Anders Corr discussing the approach that should be taken for finding terrorist on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mar 22, 20168 min

Corr: find out who the terrorist are before they attack

Corr Analytics founder Anders Corr says we never know when the next attack will occur because we have an intelligence failure and that is apart of the problem on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mar 22, 201612 min

Ballard: sharp risk aversion after Brussels attacks

Bloomberg's Simon Ballard discusses credit market after the attacks in Brussels on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mar 22, 201611 min

Foley: attacks create uncertainty and hinder growth

Rabobank's Jane Foley weighs in on currency markets after the attacks in Brussels on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mar 22, 20168 min

Rahman: attacks show incompetence of Belgium administration

Eurasia Group's Mij Rahman discusses immediate reaction in Beglium and Europe to the attacks in Brussels on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mar 22, 201612 min

Hass: Valeant is under pressure

Lightwater Partners' Jerome Hass says Valeant shares aren't a good bet. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Mar 21, 201611 min

Levitt: accounting is an art form

Bloomberg's Arthur Levitt discusses Valeant and how in accounting there is no black and white on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mar 21, 201611 min