Wall Street Week

On this edition of Wall Street Week, Dennis DeBusschere, 22V Research President, Partner and Chief Market Strategist and Mona Mahajan, Edward Jones Senior Investment Strategist dive into the odds of a soft landing. Kathryn Judge, Columbia Law School Professor breaks down the potential impact of higher capital requirements on banks' willingness to lend. Afsaneh Beschloss, RockCreek CEO discusses the trajectory of China's rebound and Jon Klein, Former CNN President and HANG Media Co-Founder breaks down the disruptive effect of AI on the media industry. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, David Bianco, DWS Group Americas CIO dives into the bond markets' reaction to the June jobs report. Lawrence H. Summers, Former US Treasury Secretary gives us his thoughts on US jobs growth and inflation. We take a look at China's economic growth since the Reagan era with Bloomberg International Economics and Policy Correspondent, Michael McKee. Tom Barrack, Colony Capital Founder breaks down the intersection of foreign policy and business risks in the Middle East. Purnima Puri, HPS Head of Liquid Credit dives into whether the bargaining power shifted between the lender and the borrower. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Rebecca Patterson, Former Bridgewater Associates Chief Investment Strategist dives into China's global growth and what it means for the US economy. Blackstone CFO Michael Chae makes the case that AI will give private markets an edge over public markets. We take a look at why markets were muted in the face of a mutiny close-call with Bloomberg's Michael McKee. Darren Walker, Ford Foundation President breaks down the potential private sector impact of the US Supreme Court's decision on affirmative action. Sheila Bair, Former FDIC Chair tells us why the Fed's stress test results don't paint the full picture of banks' risks. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Christopher Ailman, CalSTRS CIO & Sarah Ketterer, Causeway Capital CEO dive into the sputtering equity rally and recession risks. Steve Pagliuca, Bain Capital Senior Advisor and Boston Celtics Co-Owner discusses rise in valuations of basketball and soccer teams and Ruchir Sharma, Rockefeller International Chairman explains why investors are interested in India. Antonio Neri, HPE President & CEO discusses HPE's new cloud service and why it will be a huge boost in revenue growth. Also, Jana Eggers, Nara Logics CEO breaks down potential risks surrounding AI.See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Sonal Desai, Franklin Templeton Fixed Income CIO & Tracy Alloway, Bloomberg News Managing Editor dive into the enthusiasm around AI. C.S. Venkatakrishnan, Barclays CEO shares his thoughts on UBS's takeover of Credit Suisse and Robert Sulentic, CBRE CEO discusses the effect rates will have on commercial real estate in America's biggest cities. And Lawrence H. Summers, Former Treasury Secretary explains why he was confused by the Fed's action at its June meeting. See omnystudio.com/listener for privacy information.

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On this edition of Wall Street Week, Julian Salisbury, Goldman Sachs CIO of Asset and Wealth Management & Lisa Erickson, US Bank Head of Public Markets discuss the increasing interest around private credit. Ray Dalio, Bridgewater Founder says both sides lose in a US-China conflict and Niall Ferguson, Hoover Institution Fellow and Bloomberg Opinion Columnist disagrees with Dalio and explains why the US might not be an obvious winner. Peter Stavros, KKR Partner & Co-Head of Global Private Equity discusses how stakeholder capitalism might be changing the face of private equity. And Brian Moynihan, Bank of America Chairman and CEO discusses the effects of potential increases in capital requirements for banks. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Barbara Reinhard, Voya Capital Head of Asset Allocation & Erin Browne, PIMCO Multi-Asset Strategies Portfolio Manager dives into what the hot labor market will mean for the Fed's efforts to curb inflation. Eileen O'Connor, Rockefeller Foundation SVP for Communications, Policy, and Advocacy explains the chilling effect that anti-ESG state actions are having on pensions and companies and Sam Palmisano, Center for Global Enterprise Chairman and Former IBM CEO discusses how big AI might become. And Lawrence H. Summers, Former US Treasury Secretary says that the Fed might have to raise rates in its June meeting. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Lori Calvasina, RBC Capital Markets Head of US Equity Strategy & Gillian Tett, Financial Times US Editor-at-Large dive into the AI-fueled rally in equities. David Booth, Dimensional Fund Advisors, Founder and Chairman tells us why he trusts market prices over AI and Steve Young, HGGC President and Co-Founder and Rich Lawson, HCCG Chairman and Co-Founder discuss private equity in the aftermath of Silicon Valley Bank. And Paul Krugman, Nobel Laureate in Economic Sciences thinks that concerns over the country's debt are affecting investments in future programs. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Alicia Levine, BNY Mellon Head of Investment Strategy and Gerard Cassidy, RBC Capital Markets Head of US Bank Equity Strategy the future of the financials in the wake of James Gorman's planned departure from Morgan Stanley. Kathryn Judge, professor at Columbia Law School, says that the regional banking model is unsustainable and Glenn Hubbard, former chairman of the Council of Economic Advisers, urges attention to the ballooning debt burden. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Liz Ann Sonders, Charles Schwab Chief Investment Strategist and Kristen Bitterly, Citigroup Global Markets Head of North America discuss the latest drama surrounding the debt ceiling. Randal Quarles, Former Fed Vice Chair gives us his perspective on what banks should do in the aftermath of the most recent failures and Blair Effron, Centerview Partners Co-founder explains why CEOs are paying close attention to the geopolitical climate. And Mark Thompson, Former New York Times CEO sees promise and threats in the use of AI for the news business. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Ellen Lee, Causeway Capital Portfolio Manager and Savita Subramanian, BofA Head of US Equity and Quantitative Strategy discuss what stocks they are choosing during recent turbulent times. Stephen Ross, Related Chairman and Founder tells us why Miami is leading the way when it comes to growth in South Florida and Melissa Kearney, University of Maryland Professor of Economics shares whether a college degree is still worth pursing. And Stephanie Flanders, Bloomberg Sr. Executive Economics and Government gives us her thoughts on challenges facing the Fed and more. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Mona Mahajan, Edward Jones Sr. Investment Strategist and Greg Peters, PGIM Co-CIO of Fixed Income discuss how bank concerns have rattled Wall Street. Sam Palmisano, and Former US Treasury Secretary Lawrence H. Summers warns of the danger of contagion to other banks. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, David Bianco, DWS Americas CIO and Sharmin Mossavar-Rahmani, Goldman Sachs Wealth Mgmt CIO inaugurate the return of Wall Street Week's elves. Brian Moynihan, Bank of America CEO evaluates the current health of US consumers and Darrin Williams, Southern Bancorp CEO shares his views on regional banks in the wake of banking turmoil. Rick Rieder, BlackRock Global CIO for Fixed Income and Head of Global Allocation gives us his view on when the Fed should pause rate hikes. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Saira Malik, Nuveen CIO & Kristina Hooper, Invesco Chief Global Market Strategist on the week that was in the markets. Glenn Hubbard, Columbia School of Business Dean Emeritus and Professor of Finance and Economics takes us through the banking crisis and its impact on the economy. Sonja Gibbs, Head of Sustainable Finance at the Institute of International Finance discusses the cause and effect of zombie companies. And Former US Treasury Secretary Lawrence H. Summers explains why the economy is 'hard to read.' See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Chris Ailman, Calstrs CIO & Gillian Tett from the Financial Times on the week that was in the markets. Kipp Deveer, Ares Capital Head of Credit looks at the week ahead for banks. Plus, Former US Treasury Secretary Lawrence H. Summers looks ahead to the next Fed meeting. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Lori Calvasina, RBC Capital Markets Head of US Equity Strategy & Julian Salisbury, Goldman Sachs Asset & Wealth Management CIO on the week that was in the markets. Ruchir Sharma, Rockefeller International Chairman takes us through the cost of government intervention. Tim Massad, Former CFTC Chairman discusses whether we should've seen the banking crisis coming. And Former US Treasury Secretary Lawrence H. Summers warns that its too early for an all-clear on US financial turmoil. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Sonal Desai, Franklin Templeton Fixed Income CIO & Dennis DeBusschere, 22V Research President, Partner and Chief Market Strategist. Former Treasury Secretary, Larry Summers, Former Fed Board Member, Dan Tarullo And Stephanie Flanders, Bloomberg Executive Editor for Economics and Government take us through the banking crisis and the future of regulation. Arun Sundararajan, NYU Stern School of Business Professor of Technology discusses the future of generative AI and ChatGPT. And Former US Treasury Secretary Lawrence H. Summers calls for confidence-building in the banking sector. See omnystudio.com/listener for privacy information.

This is an exclusive Wall Street Week roundtable on banking breakdown. Bloomberg's David Westin speaks with Larry Summers, Dan Tarullo and Stephanie Flanders about how to stabilize the financial sector. See omnystudio.com/listener for privacy information.

Former Morgan Stanley CEO John Mack discusses the risks facing big banks with Bloomberg's David Westin. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Peter Kraus, Aperture Investors Chairman and CEO wraps up a wild week in banking and the markets. Zanny Beddoes, Editor-in-Chief for The Economist takes us through the broader consequences of the banking crisis. Dave Gitlin, Carrier CEO, discusses the SVB fallout and its impact on US manufacturing. Joshua Friedman, Canyon Partners Co-Chairman & Co-CEO dives into how we got to the banking crisis and whether a course correction is necessary. And Former US Treasury Secretary Lawrence H. Summers warns the Fed against 'financial dominance.' See omnystudio.com/listener for privacy information.

On a busy Wall Street Week, Sarah Ketterer of Causeway Capital Management and Barbara Reinhard of Voya Investment Management walk us through the week in the markets, including the collapse of Silicon Valley Bank. Afsaneh Beschloss of RockCreek on the saga of ESG investing. Famed investor Sam Zell of Equity Group Investments on how to weather the potential economic storm. And former US Treasury Secretary Larry Summers on what comes after SVB's implosion.See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist and David Bianco, DWS Americas CIO wrap up the week in the markets. Melissa Kearney, University of Maryland Professor of Economics on investing in the future workers of America. Renee James, Former Intel President discusses the bold new US Industrial policy for semiconductors. And Former US Treasury Secretary Lawrence H. Summers shares why he believes the Fed is 'behind the curve.'See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Liz Ann Sonders, Charles Schwab Chief Investment Strategist & Greg Peters, PGIM Co-CIO Fixed Income wrap up the week in the markets. Bob Diamond, Atlas Merchant Capital Founder and CEO on the current state of digital payments and digital currencies. And Former US Treasury Secretary Lawrence H. Summers shares why he believes there are signals of a drop-off in economic activity. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Rebecca Patterson, Former Bridgewater Chief Investment Strategist & Mona Mahajan, Edward Jones Senior Investment Strategist wrap up the week in the markets. Gillian Tett, Financial Times Editor-at-Large on why we should all be paying attention to the rest of the central banks around the world. Millard Drexler, Alex Mill CEO and Proprietor dives into the turbulence seen in retail. And Former US Treasury Secretary Lawrence H. Summers highlights the continuing risk of a sudden economic downturn. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Kristina Hooper, Invesco Chief Global Market Strategist & JoAnne Feeney, Advisors Capital Management Partner and Portfolio Manager wrap up a down week in the markets. Steven Meier, CIO New York City Retirement System discusses how the challenges experienced last year impacted stocks and bonds. Josh Bolten, Business Roundtable CEO, responds to President Biden's State of the Union and explains how the business community is united. And former US Treasury Secretary Lawrence H. Summers dives into whether we're becoming too complacent on inflation. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Bob Michele, JP Morgan Asset Management Head of Fixed Income & Erin Browne, PIMCO Multi-Asset Strategy Portfolio Manager wrap up the week in the markets. Bloomberg Wall Street reporter Sonali Basak shares her takeaways from Miami's hedge fund week. Ruchir Sharma, Rockefeller International Chairman explains why India's growth has been long tied to the global growth cycle. And Former US Treasury Secretary Lawrence H. Summers highlights the risk of a sudden downturn in the economy after the surge in jobs growth. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Sharmin Mossavar-Rahmani, Goldman Sachs CIO Wealth Management & Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy wrap up a week in the markets. Olivier Blanchard, PIIE Economist discusses when he thinks the inflation fight will come to an end. Julie Sweet, Accenture CEO explains challenges facing today's CEOs; and former US Treasury Secretary Lawrence H. Summers explains why he doesn't think it's time to commit to more rate hikes. See omnystudio.com/listener for privacy information.

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On this edition of Wall Street Week, David Bianco, DWS Americas CIO & Afsaneh Beschloss, RockCreek Group CEO wrap up a positive week in the markets. Melissa Kearney, Aspen Economic Strategy Group Director & University of Maryland Professor of Economics discusses declining US fertility rates, and former US Treasury Secretary Lawrence H. Summers discusses the likelihood of a 2023 recession and why a US default would be catastrophic. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Jim McDonald, Northern Trust Bank, EVP and Chief Investment Strategist & Sarah Ketterer, Causeway Capital CEO wrap up a mixed week in the markets. Steve Rattner, Willett Advisors Chairman & CEO, discusses how investors are approaching 2023, and former US Treasury Secretary Lawrence H. Summers breaks explains why the December jobs report is a positive and looks ahead to the potentially biggest stories in 2023. See omnystudio.com/listener for privacy information.

On this holiday edition of Wall Street Week, we look back at the biggest stories of the year, from war in Ukraine to the global battle against inflation. Highlights include Sam Zell of Equity Group Investments and Steve Rattner of Willett Advisors on the climate for deals. Afsaneh Beschloss of RockCreek and Bob Michele of JP Morgan Asset Management on the effect of climate change and whether the world gathering at COP 27 will make a difference. Jeff Blau of Related Companies on the changing face of real estate. Deborah Lehr of the Paulson Institute on the effect of Chinese President Xi's historic third term on the world economy. And former US Treasury Secretary Larry Summers throughout the year on the fight against inflation and more.See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Sonal Desai, Franklin Templeton Fixed Income CIO and JoAnne Feeney, Partner & Portfolio Manager at Advisors Capital Management wrap up the week in the markets. Rick Rieder, BlackRock CIO of Global Fixed Income discusses whether the markets are prepared for what's next after a tumultuous year. Former US Treasury Secretary Lawrence H. Summers dives into the latest inflation data, and Paul Tucker, Former Deputy Governor of the Bank of England and Harvard Kennedy School Fellow, discusses the evolving relationship between the US and China. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Liz Ann Sonders, Charles Schwab Chief Investment Strategist & Peter Kraus, Aperture Investors Chairman & CEO wrap up the week in the markets. Jeff Blau, Related Cos. CEO & Partner discusses the state of real estate with rising rates, and former US Treasury Secretary Lawrence H. Summers breaks down the effects of China's relaxing of their covid zero policy. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Gregory Peters, PGIM Fixed Income Co-CIO & Kristina Hooper, Invesco Chief Global Market Strategist wrap up the week in the markets. Tom Montag, Rubicon Carbon CEO & Anne Finucane, Rubicon Carbon Chairwoman discuss the launch of a carbon-credit venture backed by TPG Inc. Michael Arougheti, Ares Management Co-Founder & CEO talks about the evolution of the private credit market and former US Treasury Secretary Lawrence H. Summers breaks down the most recent jobs report data and discusses current challenges facing China. See omnystudio.com/listener for privacy information.

On this Thanksgiving edition of Wall Street Week, a look back at some of our key interviews from the year. Sam Zell of Equity Group Investments on the current deal making climate. Former New Jersey Governor and EPA Administrator Christine Todd Whitman on the importance of nuclear power. Former US Treasury Secretary Lawrence Summers and University of Maryland professor Melissa Kearney on the labor shortage in the US. And Sonja Gibbs of the Institute of International Finance on the rise of zombie companies. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Bob Michele, JP Morgan Asset Management CIO & Global Head of Fixed Income & Afsaneh Beschloss, RockCreek Founder and CEO wrap up the week in economic news and the markets. Richard Clarida, Former Federal Reserve Vice Chair & PIMCO Managing Director and Global Economic Advisor discusses the effects of quantitative tightening, and former US Treasury Secretary Lawrence H. Summers warns against the US evangelizing to China and more. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Lori Calvasina, RBC Capital Markets US Equity Strategy Head & David Bianco, DWS Americas CIO wrap up a volatile week in economic news and the markets. Glenn Hubbard, Dean Emeritus of the Columbia Business School discusses the future of economic policy, and former US Treasury Secretary Lawrence H. Summers reacts to October inflation data and the FTX meltdown. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Sarah Ketterer, Causeway Capital CEO & Sharmin Mossavar-Rahmani, Goldman Sachs CIO of Wealth Management wrap up the week in economic news and the markets. Steve Rattner, Willett Advisors Chairman & CEO, on what the midterm elections could mean for Wall Street and investors, and former US Treasury Secretary Lawrence H. Summers explains whether the Fed is sending the correct signals, and talks about the debate over the debt ceiling.See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Peter Kraus, Aperture Investors Chairman & CEO and Mona Mahajan, Edward Jones Senior Investment Strategist wrap up a turbulent week in the markets. Sam Zell, Equity Group Investments Founder and Chairman, on where he sees opportunities to invest and former US Treasury Secretary Lawrence H. Summers breaks down the most recent GDP numbers and the problem with lawmakers criticisms of the Fed.See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Jurrien Timmer, Fidelity Investments Director of Global Macro & Sonal Desai, Franklin Templeton Fixed Income CIO wrap up a wild week in the markets. Deborah Lehr, Paulson Institute Executive Director & Edelman Global Advisory CEO has takeaways from China's Party Congress, and Former US Treasury Secretary Lawrence H. Summers discusses why it is important to place fiscal issues back on the table. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, JoAnne Feeney, Advisors Capital Management Partner & Liz Ann Sonders, Charles Schwab Chief Investment Strategist wrap up a wild week in the markets. Christine Todd Whitman, former EPA Administrator & Former New Jersey Governor on nuclear power as the bridge to renewables, and Former US Treasury Secretary Lawrence H. Summers discusses the recent financial turbulence in the UK and more. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Erin Browne, PIMCO Portfolio Manager and Chris Ailman, CalSTRS CIO wrap up a weird week in the markets. Brad DeLong, U.C. Berkeley Professor of Economics joins Former US Treasury Secretary Lawrence H. Summers to discuss the long tail of history and it's effects on today. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, David Bianco, DWS Americas CIO and Lori Calvasina, RBC Capital Markets Head of US Equity Strategy wrap up a week in the markets where US stocks suffered their worst monthly rout since March 2020. Jose Minaya, Nuveen CEO talks about how to be prepared for more volatility and Former US Treasury Secretary Lawrence H. Summers weighs in on Japan, UK economic policy and more. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Kristina Hooper, Invesco Chief Global Market Strategist and Tracy Alloway, co-host of the Odd Lots podcast, wrap up a volatile week in the markets. Steve Rattner, Willett Advisors Chairman & CEO dives into why he's being cautious with equities and Former US Treasury Secretary Lawrence H. Summers weighs in on the UK's controversial new tax plan. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Afsaneh Beschloss, RockCreek CEO and Greg Peters, PGIM Fixed Income Co-CIO wrap up yet another down week in the markets. Dan Chung, Alger Management CEO & CIO makes a case for growth stocks in a rising rate environment. Former US Treasury Secretary Lawrence H. Summers weighs in on the most recent CPI numbers and ongoing inflation.See omnystudio.com/listener for privacy information.

On this episode, Saira Malik, Nuveen Chief Investment Officer and Jim McDonald, Northern Trust Chief Investment Strategist reflect on the week in the economy and the markets, BlackRock CIO of Global Fixed Income Rick Rieder discusses global challenges and opportunities for investors, and former US Treasury Secretary Larry Summers weighs in on the strength of the US dollar, the enduring influence of Queen Elizabeth and moreSee omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Sonal Desai, Chief Investment Officer with Franklin Templeton Fixed Income, and Ellen Lee, Causeway Capitol Management Director & Fundamental Portfolio Manager, on the week in the markets. Former US Treasury Secretary Larry Summers on the August jobs report. And Jessica Caldwell of Edmunds on investing in the EV industry.See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Liz Ann Sonders, Charles Schwab Chief Investment Strategist and Peter Kraus, Aperture Investors Chairman CEO & Former AllianceBernstein Chairman CEO wrap up a rough week in the markets. Sam Palmisano, Former IBM CEO & Chairman of the Center for Global Enterprise discusses the future of tech investment. Former US Treasury Secretary Lawrence H. Summers weighs in on Fed Chair Powell's remarks at Jackson Hole. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Ed Hyman, Evercore ISI Chairman and Bob Prince, Bridgewater Co-CIO wrap up a week in the markets that snapped the longest weekly rally since November. Sonja Gibbs, Institute of International Finance Managing Director and Head of Sustainable Finance discusses why it is helpful to keep zombie companies afloat but that it may come at a price. Former US Treasury Secretary Lawrence H. Summers weighs in on the current state of the US housing market and more. See omnystudio.com/listener for privacy information.