logo
episode-header-image
Mar 2024
20m 49s

Hard, Soft, or Continuous Landing? Merce...

At Barron's
About this episode

Aganga, Mercer's U.S. chief investment officer, also spoke about the firm's rate cut forecasts and the upcoming 2024 election.

Up next
Yesterday
'We Are All In on Active' Investing, MFS CEO Says
Ted Maloney, CEO of MFS Investment Management, spoke about active and passive investing, meeting client needs, competitors, and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices 
25m 3s
Aug 21
Is this Company a 'Little Berkshire Hathaway'? Its CEO Weighs In.
Tom Gayner, CEO of Markel Group, spoke about how the holding company has studied Berkshire Hathaway's playbook, Markel's stock performance, and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices 
27m 44s
Aug 14
Sarah Levy: From the Entertainment Industry to CEO of Betterment
The exec talks crypto, advisors, and the legislation she's watching in an interview with At Barron's Andy Serwer. Learn more about your ad choices. Visit megaphone.fm/adchoices 
22m 9s
Recommended Episodes
Aug 2024
Wellington's Khurana: Broad election results will impact bond yields for years
Brij Khurana, fixed income portfolio manager at Wellington Management, says that if either political party sweeps the election in November -- winning the presidency and control of Congress and the Senate -- the result will be higher bond yields, because the market will price in g ... Show More
1h 1m
Aug 19
Global markets in a holding pattern after Trump, Zelensky and Europe's leaders meet
19 Aug 2025. We get reaction to the Washington talks from Charu Chanana, chief investment strategist at Saxo Bank. Plus, live from Delhi, Swarup Gupta of the Economist Intelligence Unit on Prime Minister Modi’s new tax cuts. And with UAE influencers now officially licensed as adv ... Show More
32m 24s
Feb 2025
The Economic Impact of Trump's Tariffs
Wharton finance professor Jeremy Siegel joins the show to discuss how Trump's tariff plans will affect the economy. Hosted on Acast. See acast.com/privacy for more information. 
11m 15s
Jul 22
Are Investors Complacent?
Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025. This episode was recorded on July 17, 2025. Lea ... Show More
34m 12s
Nov 2024
Prof G Markets: Winners and Losers Under Trump’s Second Term
Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing the end of the Boeing machinist workers strike, Perplexity’s offer to help the New York Times, and Palantir’s earnings. Then Scott and Ed break down the sectors that they expect will see the bi ... Show More
55m 9s
Dec 2024
Top of the Morning: Emerging Markets in the Roaring 20s
Our series of year ahead conversations continue with a look at expectations for emerging market assets in 2025, including equities, bonds, and currencies. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Danie ... Show More
12m 4s
Jun 30
US Treasury Secretary Scott Bessent Talks Trump Tax Bill, Trade and the Fed
Treasury Secretary Scott Bessent indicated it wouldn’t make sense for the government to ramp up sales of longer-term securities given where yields are today, though he held out hope that interest rates across maturities will be falling as inflation slows. He spoke to host Sonali ... Show More
14m 32s
Apr 2025
What is the early impact of Trump's tariffs on the petchems sector?
S&P Global Platts price reporters Mujidah Yahaya and Andre Mikhail join host Vincent Valk to discuss the impact and implications of the Trump administration's drastic new tariffs on the petrochemicals sector. Topics include the impact of rolling uncertainty on markets, the potent ... Show More
20m 1s