Tom Keene, Jon Ferro, Lisa Abramowicz, and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.
Surveillance: Eisman Talks Bitcoin, SPACs
Patrick Foye, MTA Chairman & CEO, says he's optimistic about receiving additional federal aid. Kathy Hochul, New York Lieutenant Governor, urges the federal government to increase vaccine supply. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says the next step in the recession playbook is a consolidation. Steve Eisman, Eisman Group Neuberger Berman Senior Portfolio Manager, discusses his skepticism of Bitcoin and SPACs.
Surveillance: Recovery Risks With Rogoff
Alberto Gallo, Algebris Investments Portfolio Manager, discusses fiscal policy and the risks of secular stagnation. Michael Holland, Holland & Co. Chairman, says tech companies will have some comeuppance over the next year, but will overall be okay. Jane Foley, Rabobank Head of FX Strategy, warns of the risks facing policy in a period of low growth and inflation. Kenneth Rogoff, Harvard University Professor and Former IMF Chief Economist, discusses the fiscal state of the U.S. and his skepticism of Bitcoin.
Surveillance: Trump’s Legacy & Biden's Agenda
Greg Valliere, AFG Investments Chief U.S. Policy Strategist, says Trump’s pending Senate impeachment trial will complicate any efforts for unity. Alicia Levine, BNY Mellon Chief Strategist, says a spending boom is coming in the U.S. Bloomberg Contributors Jeanne Sheehan Zaino and Rick Davis discuss Trump's farewell remarks and Biden's agenda. Henrietta Treyz, Veda Partners Director of Economic Policy Research, examines the biggest policy battles facing the Biden administration.
Surveillance: Investors Eye U.S. Stimulus
Christian Bolu, Autonomous Research Senior Analyst, discusses key growth drivers shaping the banking industry. Brent Schutte, Northwestern Mutual Wealth Management Chief Investment Strategist, says investors should focus on real returns. Leland Miller, China Beige Book CEO, dissects China's GDP data. Dr. Grace Lee, Stanford University School of Medicine Professor of Pediatrics, discusses Covid-19 vaccine safety, efficacy and trials for children.
Surveillance: Banks In Focus With CFRA's Leon
Ken Leon, CFRA Global Director of Equity Research, says there has been an acceleration in Main Street banking. Daniel Morris, BNP Paribas Asset Management Chief Market Strategist, discusses what could trigger a market pullback this year. Alison Williams, Bloomberg Intelligence Senior Banks Analyst, says higher spending is one key story developing in the banking sector. Barry Ritholtz, Bloomberg Opinion Columnist & Ritholtz Wealth Management Founder, examines the risk and reward of new asset classes such as SPACs.
Surveillance: Goldman's Currie Bullish on Commodities
Sam Stovall, CFRA Chief Investment Strategist, discusses investor optimism as attention turns to earnings season. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says Joe Biden will probably go big and prevail with his initial stimulus bill. Frances Donald, Manulife Investment Management Global Chief Economist & Global Head of Macroeconomic Strategy, says this week's jobless claims data is a tipping point. Jeff Currie, Goldman Sachs Global Head of Commodities Research, says commodities are showing signs of a structural bull market.
Tom keene is great!
Awesom pod when you dont have time for the full show on bloomberg tv. Lots of great maco discussions!