logo
episode-header-image
Jun 2021
29m 55s

Global Liquidity Could Be Reaching Infle...

bloomberg
About this episode

This week, Mercury Group CEO Adam Posner came on to talk about bottlenecks in the global supply chain and why there have been astronomical jumps in shipping rates. Audacity Capital founder and general partner Erikan Obotetukudo discussed forming the first VC firm focused solely on crypto startups and the opportunity she sees in the space. Win Thin, head of global currency strategy at Brown Brothers Harriman, joined to explain why he thinks global liquidity has reached an inflection point and markets are not taking it into account. Then UBS Economist Alan Detmeister gave his outlook for rent inflation.

See omnystudio.com/listener for privacy information.

Up next
Aug 2021
Fiat Currency is Having a Midlife Crisis
This week, Jon Huntley, senior economist at the Penn Wharton Budget Model, came on to discuss the budgetary and economic impact of the infrastructure package. Rune Christensen, the co-founder of MakerDAO, joined to talk DeFi and decentralized stable coins. Zvi Schreiber, the CEO ... Show More
27m 3s
Aug 2021
Serial SPAC-er Betsy Cohen Finds Her Seventh Target
Serial SPAC dealmaker Betsy Cohen joined to talk about finding her seventh target, Pico, a New York-based technology provider for financial services companies that merged with FTAC Athena Acquisition Corp. in a $1.75 billion blank-check company deal. Senator Cynthia Lummis, Repub ... Show More
28m 21s
Jul 2021
Companies Have Lost the Distinction Between Data and Information
This week, NYU Stern School of Business finance professor Aswath Damodaran, joined to talk about why corporate earnings reports and regulatory filings keep getting longer, and why it's not necessarily a good thing for investors. Professor Damodaran explained why he thinks we are ... Show More
27m 27s
Recommended Episodes
Jan 2024
Wall Street’s Biggest Banks Report Results
Anton Schutz, President at Mendon Capital Advisors and Bloomberg News Wall Street Reporter Sonali Basak break down earnings results from many of the big US banks. Ecolab Chief Sustainability Officer Emilio Tenuta discusses providing affordable, secure and inclusive access to wate ... Show More
46m 36s
Mar 2025
Volatility, Divestitures, and IPOs
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ... Show More
40m 31s
Dec 2022
Bloomberg Wall Street Week - December 2nd, 2022
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 ... Show More
32m 27s
Jun 2023
A peek at the future health and wealth of our global economy
<p>Banking instability. High interest rates. Pervasive geopolitical upset. These and other headwinds are pressing powerfully against leaders’ and organizations’ attempts to be more productive and create more economic value. In this episode of <em>The McKinsey Podcast</em>, senior ... Show More
25m 3s
Jul 2025
SOTS 2nd Hour: The Inflation Debate, El-Erian’s Bull Call, & Nvidia: Buy, Sell, or Hold? 7/16/25
<p>Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius’s Ben Reitzes – who argues Nvidia co ... Show More
43m 21s
Dec 2020
Surveillance: Stimulus Bets With BofA's Meyer
Greg Boutle, BNP Paribas U.S. Head of Equity & Derivative Strategy, says there could be a new volatility regime in 2021. Jeremy Stretch, CIBC Head of G-10 FX Strategy, discusses U.S. Treasury report designating Switzerland and Vietnam as currency manipulators. Michelle Meyer, Bof ... Show More
28m 51s
Dec 2023
Mixed Reactions to Powell Pivot Plan
Bloomberg Opinion Columnist John Authers and Bloomberg News Equity Markets Reporter Elena Popina share their thoughts on how the Federal Reserve's plan to come down from high rates will be perilous even as the pivot is making everyday a record breaker in the markets. Wendy Thomas ... Show More
51m 35s
Jan 2022
Close to a Buyable Bottom?
Scott Wapner and the Investment Committee discuss the turbulent week for stocks and how you should navigate the ups and downs of the current market. Plus, MBF Founder and CEO Mark Fisher joins us to talk energy, what does the future hold for the sector. And later, Jim Lebenthal ... Show More
47m 16s
Jun 2018
Why It's Time To Be More Optimistic On EM Assets: PGIM's Rajan
Arvind Rajan, Managing Director and Head of Global and Macro at PGIM Fixed Income, on why it’s time to turn more optimistic on emerging-market assets. Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, on the U.S. Treasury's plan to use emergency CFIUS law to c ... Show More
31m 48s
Apr 2023
Bloomberg Wall Street Week April 14th, 2023
 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 bankin ... Show More
30m 59s