Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss: - Macy’s and Nordstrom charging 32% APRs for retail cards. - Historical context on rising delinquencies. - Best Buy’s quarter, and sales slowdown. Plus (12:34) Robert Brokamp and Matt ... Show More
Aug 2023
Corporate credit concerns
Higher interest rates are making it more expensive for companies to borrow money. So what could that mean for the health of corporate America? Saba Capital Management’s Boaz Weinstein, founder and CIO, and Goldman Sachs’ Lotfi Karoui, chief credit strategist, discuss the outlook ... Show More
22m 56s
Apr 2025
The case for private credit
How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head of private credit in Goldman Sachs Asset Management, and Lotfi Karoui, chief credit strategist and head of credit, mortgages and s ... Show More
19m 30s
May 2024
Rate Rise Impact On Markets… And The Retail Resurgence 5/29/24
<p>Rates continue their climb higher, and besides a powerhouse move in Nvidia, stocks have been feeling the pain. Will the rising rate environment continue to be a headwind for companies? Plus… Retailers rising after results. Dicks Sporting Goods, Chewy, and Abercrombie & Fitch a ... Show More
43m 39s
Sep 2022
Finding financial confidence
Market uncertainty is on everyone’s mind. Given rising interest rates, inflation, the crypto crash, and other economic trends (hello, recession?), we talk about what this current climate means in the long term for beginner and seasoned investors alike. Custom music by Davis Jone ... Show More
30m 12s
Feb 2025
Fast Five Shorts | "The Price Of Wishes Has Increased With Inflation" Lightning Round
In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Simbe, and Ocampo Capital Chris Walton and Anne Mezzenga, along with special guest hosts from the A&M Consumer & Retail group David Brown and Lisa Collier discuss: How " ... Show More
4m 30s