logo
episode-header-image
Aug 2023
57m 52s

Cambiar's Barish: Rising cost of capital...

CHUCK JAFFE
About this episode
tail spinning
Up next
Jan 30
Sage's Williams: Economy is good, but expect 'a year of less'
Rob Williams, chief investment strategist at Sage Advisory Services, says that 2025 was a great year for the market, but that has the market priced to where investors should expect to capture earnings growth and interest income. "If earnings come in 10 to 15 percent and you get t ... Show More
1 h
Jan 29
Leuthold's Wang: 'The biggest risk to the economy is the stock market itself'
Chun Wang, senior analyst and portfolio manager at the Leuthold Group, says that the economy should perform well in 2026, with the mid-term election feeling more like a presidential election because fiscal and monetary policy should be aligned to prove something to voters, rather ... Show More
58m 40s
Jan 28
Horizon's Ladner on being 'uncomfortably comfortable' with the good times ahead
Scott Ladner, chief investment officer at Horizon Investments, says the market entered the year "with some pretty nice tailwinds all hitting at the same time," which has the economy set up for growth that he thinks will push the stock market to its fourth straight year of double- ... Show More
58m 13s
Recommended Episodes
Apr 2023
Consumer Staples Check-Up, a U.S. Credit Crunch, and Closing Out the Trading Week 04/21/23
<p>Procter & Gamble is kicking off a lineup of earnings for consumer staples stocks as investors look for insight into spending trends. Goldman Sachs' Jason English lays out the sector's trade. Plus, Citigroup says it's premature to rule out the potential for a credit crunch in t ... Show More
45m 16s
Oct 2023
Anastasia Amoroso, Chief Investment Strategist, iCapital
<p>As Chief Investment Strategist at iCapital, a global alternatives platform, Anastasia Amoroso is responsible for helping the firm’s clients understand changes in the macro regime and how capital should be allocated in response. We start our discussion by considering the curren ... Show More
58m 1s
Apr 2023
NewEdge Wealth’s Ben Emons on Global Fixed Income: Macro Matters
Bank debt may be an attractive asset class, NewEdge Wealth’s portfolio manager and head of fixed income Ben Emons tells Bloomberg Intelligence Chief US Interest Rate Strategist and host Ira Jersey on this Macro Matters edition of the FICC Focus podcast. Emons discusses his views ... Show More
25m 11s
Sep 2023
Andrew Sheets: A Murky Forecast for Equities and High-Yield Bonds
<p>Both equities and high-yield bonds could benefit from an end to ratings hikes, but may still face risks from company earnings revisions, a potential U.S. government shutdown and other events on the horizon.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on t ... Show More
3 m
Apr 2023
Ellen Zentner: The Lagging Effects of Loan Growth
tail spinning
3m 12s
Mar 2023
Mike Wilson: Is Banking Stress the Last Straw for the Bear Market?
tail spinning
3m 58s
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
Oct 2022
Vishy Tirupattur: Can Corporate Credit Provide Shelter?
tail spinning
3m 55s
Feb 2022
Vishy Tirupattur: Corporate Credit Faces New Challenges
tail spinning
3m 12s
Apr 2023
Mike Wilson: Not All Bank Reserves Are Created Equal
<p>Recent increases in the Fed’s balance sheet may not have the same impact on money supply, growth and equities as in previous cycles.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. Equity ... Show More
3m 42s