logo
episode-header-image
Oct 2024
15m 24s

Talking Markets Podcast with Dan Suzuki ...

CLIENT STRATEGY OFFICE
About this episode
Dan Suzuki serves as the Deputy Chief Investment Officer for Richard Bernstein Advisors (RBA). Dan drops by the 1285 podcast studio in New York to share his US economic outlook, thoughts on Q3 corporate earnings, equity valuations, monetary policy, and more. Plus, we spend time highlighting where opportunities can be located. Host: Daniel Cassidy 
Up next
Aug 22
Talking Markets Podcast with Dan Peris of Federated Hermes
Dan Peris is a Senior Portfolio Manager, and Head of the Income and Value Group at Federated Hermes and has authored several books that are focused on equity investing. Dan joins the 1285 studio in New York to share his thoughts on the current landscape for dividend equity invest ... Show More
16m 50s
Aug 22
UBS On-Air: Paul Donovan Daily Audio 'A reluctant defense of Powell'
In my view, central bank policy would have been better served had US President Trump extended former Fed Chair Yellen's term instead of appointing Powell. Powell has lacked confidence, and failed to articulate a medium-term vision for the economy at a time of uncertainty caused b ... Show More
2m 50s
Aug 21
UBS On-Air: Paul Donovan Daily Audio 'In what can we trust?'
The Federal Reserve meeting minutes offered no surprise—a majority of members thought inflation a bigger threat than unemployment, which was obvious given the vote. US President Trump called for a Democrat-appointed Fed governor to resign. In the broader context, investors may wo ... Show More
2m 28s
Recommended Episodes
Aug 2024
Harris Touts Economic Plan, JetBlue's Mystery Investor
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.  Bloomberg News White House Correspondent Josh Wingrove dives into what a potential Kamala Harris presidency might mean for business and the economy after the Vice President offered our first look at her econom ... Show More
50m 52s
Dec 2024
Fed Predictions & Tech Expert Dan Ives on Bitcoin and Bull Markets
This week Money Rehab is being guest-hosted by Peter Tuchman, trader on the floor of the New York Stock Exchange and host of the MNN podcast Trade Like Einstein. In this last installment, he unpacks where the market ended the week after a rocky start and what moves he predicts th ... Show More
33m 37s
Mar 2025
Examining the Principles and Methods of Modern Corporate Finance
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Don Chew, Founding Partner of Stern Stewart & Co, discusses his book The Making of Modern Corporate Finance: A History of the Ideas and How They Help Build the Wealth of Nations. Lesley Marks, CIO of Mackenzie ... Show More
29m 2s
May 7
What Warren Buffett Understood About Capitalism
A few days ago, Warren Buffett, the most successful investor in history, said he would retire as C.E.O. of Berkshire Hathaway, the conglomerate that he built into a trillion-dollar colossus.Andrew Ross Sorkin, who has covered Mr. Buffett for many years, discusses the career of th ... Show More
27m 56s
Sep 2024
Will tech stock dividends change income investing strategies?
A number of mega tech stocks earlier this year announced their first ever dividend payouts, joining a growing number of smaller tech stocks. What will this mean for income investing strategies?In this latest Talking Point podcast, FT Adviser deputy features editor Ima Jackson-Obo ... Show More
31m 57s
Aug 2024
Macrodose! The Future of Global Capitalism
Dan just did a live Dig in London with Jeremy Corbyn and Laleh Khalili. It was part of a podcast doubleheader that included this recording of the economics podcast Macrodose featuring Asad Rehman, James Meadway, and Thea Riofrancos. The live Dig with Corbyn and Khalili on interna ... Show More
52m 45s
Jan 2025
Donald Trump speaks at the World Economic Forum
Two of this week’s biggest stories collided when US President Donald Trump addressed the World Economic Forum, where he made some big demands. US stock markets rose in late trading yesterday and are on track to end the week higher. European stock markets are also building on the ... Show More
23m 7s
Aug 2024
The Swing-State Economic Realities, Pagaya CEO
 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Senior Economics Writer Shawn Donnan and Bloomberg Economics US Economist Stuart Paul on their Big Take story: The Swing-State Economics Realities Shaping the US Election.  Bloomberg News US Sem ... Show More
39m 10s
Jun 2024
Nvidia Sales Grow So Fast That Wall Street Can’t Keep Up
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani explains the issues with Nvidia's expensive valuation. Bloomberg News Economics Editor Molly Smith and Bloomberg Intelligence Chief US Interest ... Show More
44m 34s
May 5
Warren Buffett Is Stepping Down. What’s Next for Berkshire Hathaway?
P.M. Edition for May 5. The Oracle of Omaha’s move after a 60-year run will be a moment of reckoning for the company he built. WSJ deputy markets editor Justin Baer discusses how Berkshire Hathaway’s new leadership will navigate that. Plus, a study out today shows that Beijing’s ... Show More
14m 9s