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This epsidoe is taken from the On The Margin weekly roundup. As Mark takes some well deserved time off, Mike Ippolito host of the On The Margin podcast combines forces with Jack Farley, host of the Forward Guidance podcast for a special edition of Forward Marginal G ... Show More
Sep 11
The Bond Market Is Trapping The Fed | Weekly Roundup
Bond investors are testing whether policymakers can suppress yields without reigniting the inflation they claim to fear. This week, we unpack the political incentives, stubborn prices, and Fed’s looming credibility test currently testing markets. We explore the massive increase t ... Show More
45m 23s
Aug 27
Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup
The macro establishment is turning on itself as Stan Druckenmiller challenges Scott Bessent’s efforts to suppress long-term Treasury yields. This week, we unpack the Druck-Bessent clash and what it reveals about fiscal policy, Fed independence, and market intervention. We also pr ... Show More
53m 9s
Jan 2025
Examining the FX Space, Fed Policy Outlook
Featuring: Peter McGuire, CEO of XM Australia Matt Orton, Chief Market Strategist at Raymond James Investment Management Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437
Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1b
TuneIn: https:/ ... Show More
21m 24s
Mar 2024
Listener mailbag with the Unhedged podcast
<p>More questions — more answers! We’ve partnered with the FT’s<em> Unhedged</em> podcast for a special two-part episode, fielding questions you have submitted about markets and finance. The host of <em>Unhedged</em>, Ethan Wu, plus the FT’s US financial commentator Rob Armstrong ... Show More
24m 5s
Oct 2024
ASML Shares Plunge as Bookings Miss Signals Chipmaker Woes
Featuring:
Alonso Muñoz, Chief Investment Officer at Hamilton Capital Partners
Matt Winkler, Bloomberg Editor-In-Chief Emeritus
Olivier d'Assier, Head of Investment Decision Research, APAC, at SimCorp
David Finnerty, Bloomberg FX and Rates Strategist
Apple: https://podcasts.app ... Show More
25m 25s
May 2021
A Short-Term Pullback We Should Have Expected (Podcast)
Kristina Hooper, Chief Global Market Strategist at Invesco, gives her market outlook. Tableau CEO, Mark Nelson, discusses the future of enterprise technology and how analytics can transform business. Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, disc ... Show More
26m 17s
Sep 2022
Bloomberg Wall Street Week: September 23, 2022
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 ... Show More
32m 28s
Sep 2024
Nvidia Hit With Subpoena in DOJ Antitrust Probe
Featuring:
Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities Adam Coons, Co-Chief Investment Officer and Portfolio Manager at Winthrop Capital Management John Davi, Founder, CEO, and CIO at Astoria Portfolio Advisors Burns McKinney, Managing Director and ... Show More
28m 4s