Businesses have greeted the post-election environment with optimism, yet uncertainty remains as questions surround the timing and implementation of Trump 2.0 policies’ interplay with a seemingly more cautious Fed and slowing economy. Paul Hsiao, Asset Allocation Strategist Americas with the UBS Chief Investment Office, joins to discuss the outlook and impli ... Show More
Oct 10
Talking Markets Podcast with Jan van Eck of VanEck
Jan van Eck is the Chief Executive Officer of VanEck. We cover a wide range of top of mind topics for investors, including a look at the US macroeconomic environment, the road ahead for monetary policy, the impacts of US trade policy and artificial intelligence to economic activi ... Show More
13m 5s
Oct 10
UBS On-Air: Paul Donovan Daily Audio 'Inflation (data) is coming'
The US government has announced that, regardless of the government shutdown, the September consumer price inflation data will be coming out (probably late). This is legally required, to enable the cost of living calculation that raises social security payments—huge swathes of US ... Show More
2m 41s
Oct 9
Top of the Morning: US Financials - Sector update & outlook
We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst ... Show More
9m 10s
Apr 2025
Closing Bell Overtime: Stocks Wipe Out 11 Months of Gains 4/4/25
The sharp two-day selloff has wiped out more than 10% in both the S&P 500 and the Nasdaq. Bob Elliott, Unlimited CEO, and Keith Lerner, Truist Wealth Co-CIO, kick off with a deep dive into what’s driving the decline and where markets go from here. Pippa Stevens reports on the ene ... Show More
53m 29s
Aug 2020
Powell Speaks, Investors Listen, Historic Monetary Policy Changes, Breaking News on TikTok As its CEO Announces He’s Leaving the Company, Abbott Labs Gets FDA Approval for Rapid COVID-19 Test
Carl Quintanilla, Jim Cramer and David Faber digest comments from Federal Reserve Chairman Jerome Powell. The Fed Chair presenting at the virtual Jackson Hole summit and announcing a major policy shift to “average inflation targeting.” The central bank will be more inclined to al ... Show More
57m 28s
Jun 2025
Marathon Asset Management Chairman & CEO Bruce Richards Talks Treasuries, Fed, Software Stocks
Marathon Asset Management founder and CEO Bruce Richards discusses the outlook for financial markets, Federal Reserve monetary policy and how he is investing in the current environment. He is joined by Bloomberg's Matt Miller, Sonali Basak, and Katie Greifeld.See omnystudio.com/l ... Show More
9m 31s