About this episode
Today
Masters of the Muniverse: MMA Founder Doe on Prediction Markets
Prediction markets may revolutionize the municipal bond industry by improving credit transparency, trading efficiencies, hedging strategies and portfolio management. On the inaugural episode of the Masters of the Muniverse podcast, MMA founder Tom Doe and Bloomberg Intelligence’s ... Show More
51m 33s
Yesterday
Macro Matters: DC Policy Update With BI’s Nathan Dean
It’s surprising that the Basel III Endgame proposal may raise bank capital requirements 3-7% given that President Donald Trump’s mantra is deregulation, says Nathan Dean, Bloomberg Intelligence senior policy analyst. Dean joins host Ira Jersey, BI’s chief US rates strategist, to ... Show More
28m 54s
Mar 4
All Options Considered: Middle East Conflict, What Markets Are Missing
As conflict escalates across the Middle East, the dominant frameworks for reading Iran, its system, its strategy, and its staying power are widely misunderstood.BI's Chief Global Derivatives Strategist Tanvir Sandhu is joined by Professor Anoush Ehteshami, International Relations ... Show More
49m 35s
Aug 2023
IBKR's Sosnick: Inflation is here until something breaks
Steve Sosnick, chief market strategist at Interactive Brokers, says investors should be thinking defensively and looking at dividend stocks rather than hoping that central bankers will pivot and start cutting rates to boost the market, because he thinks the Fed will stick with hi ... Show More
1 h
Mar 2022
Matthew Hornbach: Easing Yield Curve Concerns
3m 52s
Jul 2021
AAM's Colyer: 'Don't fight the Fed' now means 'Let it ride'
Scott Colyer, chief executive officer at Advisors Asset Management, says that for all the talk that the Federal Reserve has started talking about hiking interest rates, he doesn't see it happening until 2022 or beyond, and that means that investors don't have to change strategies ... Show More
1 h
Mar 2022
Mike Wilson: A More Bearish View for 2022
3m 55s
Jul 2023
Mike Wilson: Expanding Valuations in Equity Markets
<p>Rapidly declining inflation poses a challenge to revenue growth and earnings. So what should investors look out for to identify the winners from here?</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and ... Show More
3m 22s
May 2024
Managing for Economic Uncertainty
3m 33s
Feb 2024
Matt King, Founder, Satori Insights, LTD
<p>Efforts to understand the “why” of the motion in asset prices consume our time and attention in markets. To be sure, traditional sources of risk – namely the economy, the path of corporate profits and changes in the interest rate cycle – do matter. But, as Matt King argues, es ... Show More
58m 29s
Mar 2022
Mike Wilson: Will Slowing Growth Alter the Fed’s Path?
3m 39s
Aug 2022
Mike Wilson: The Increasing Risks to Earnings
4m 18s
May 2023
Andrew Sheets: The Prospect of a Pause in Rate Hikes
<p>The Federal Reserve pausing on hiking interest rates has historically been good for markets. But given current conditions, history may not repeat itself.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Assets Stra ... Show More
2m 46s
Interest rates could remain higher than the previous few cycles, with an upward sloping yield curve by the end of 2024, Gregory Staples, DWS Investment Management’s head of fixed income in North America, says on this episode of Bloomberg Intelligence’s FICC Focus Podcast.
In this Macro Matters edition, Chief US Interest Rate Strategist Ira Jersey is joined ... Show More
<p>While the possibility of a yield curve inversion in the U.S. has news outlets and investors wondering if a recession is on the way, there’s more to the story that should put minds at ease.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market ... Show More
<p>The year of the stock picker is in full swing as investors look towards a future of Fed tightening and geopolitical uncertainty, where some individual stocks will fare better than others.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. ... Show More
<p>As the U.S. economy continues to send mixed signals, our CIO and Chief US Equity Strategist explains how markets are likely to oscillate between “soft landing” and “no landing” outcomes. </p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the ... Show More
<p>This week the market turns to the Federal Reserve as it eyes challenges to growth while remaining committed to combating high inflation with its first rate hike of the tightening cycle.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I ... Show More
<p>With Fed messaging making it clear they’re not yet done fighting inflation, the market is left to contend with the recent rally and prepare to adjust growth expectations.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, ... Show More
