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Christian Mueller-Glissmann, Goldman Sachs Multi Asset Strategist, says China's path forward is going to be incredibly bumpy. Kit Juckes, Societe Generale Chief FX Strategist, expects the dollar to see a "series of jagged peaks" and be "significantly weaker by the end of next year." Claudia Sahm, Sahm Consulting Founder & Former Federal Reserve Economist, still thinks the US could skirt a recession. Joe Feldman, Telsey Senior Research Analyst & Assistant Director of Research, says we may have seen the end of the in-person early morning Black Friday rush. See omnystudio.com/listener for privacy information.
 Alan Blinder, Princeton University Professor of Economics & "A Monetary & Fiscal History of the United States, 1961-2021" author, expects to see more separation between the Fed and the Treasury in time. Jeff Currie, Goldman Sachs Global Head of Commodities Research, says he will be bullish on oil come next spring. Troy Gayeski, FS Investment Solutions Chief Market Strategist & Managing Director, thinks Bitcoin will be around for the long haul, but says it will remain very volatile. Jennifer McKeown, Capital Economics Chief Global Economist, expects recessions in the UK and the Eurozone. See omnystudio.com/listener for privacy information.
Alvaro Pereira, OECD Acting Chief Economist, predicts global growth will slow to 2.2% in 2023. Dana Peterson, Conference Board Chief Economist, says the economy will be flat in 2023. Jens Nordvig, Exante Data Founder & CEO says it's hard to see a turn in the dollar if we still have problematic growth in China. Stephen Schork, The Schork Group Principal, says there's a risk of diesel shortages. See omnystudio.com/listener for privacy information.
Peter Tchir, Academy Securities Head of Macro Strategy, sees Bitcoin below $10,000. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says we are at an inflection point. David Riley, BlueBay Asset Management Chief Investment Strategist, says we are close to peak inflation. Richard Haass, Council on Foreign Relations President, says his long-term worry is not Russia, but China. See omnystudio.com/listener for privacy information.
Jean-Yves Fillion, BNP Paribas USA CEO, says the US economy is the most resilient in the world. David Bailin, Citi Global Wealth Chief Investment Officer & Global Head of Investments, says the Fed may raise rates too high and keep it there for too long. Amrita Sen, Energy Aspects Director of Research, says there is confusion in the oil market. Doug Kass, Seabreeze Partners President, talks about the curve inversion and other catalysts that are forming his core market view. See omnystudio.com/listener for privacy information.
John Ryding, Brean Capital Chief Economic Advisor, says central banks have made inflation worse. Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says there's more curve inversion to be realized. Nick Bennenbroek, Wells Fargo International Economist, says Europe is already in a recession. Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says the market is trying to find its footing. See omnystudio.com/listener for privacy information.
 Admiral James Stavridis, Former Supreme Allied Commander at NATO, says the rocket hit in Poland was a wake-up call about the war. Elliot Ackerman, Former White House Fellow, US Marine Corps Veteran and Co-Author of '2034: A Novel Of The Next World,' says wars are escalatory by nature. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, says to expect a "challenged" holiday retail season. Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says bitcoin is just another risk asset. See omnystudio.com/listener for privacy information.
Gilles Moec, AXA Investment Managers Chief Economist, says Europe is sliding into a recession. Linda Duessel, Federated Hermes Senior Equity Strategist, says not to chase this rally. Rep. Andy Barr, Republican from Kentucky, says the GOP needs to do some soul searching. Mike Pyle, Deputy National Security Advisor, says President Biden's vision was essential to getting the G-20 communique over the finish line. See omnystudio.com/listener for privacy information.
Stuart Kaiser, Citi Head of US Equity Trading Strategy, says easing rates won't be enough to revive big tech. Diane Swonk, KPMG, Chief Economist, says inflation looks like it's peaking. Priya Misra, TD Securities Global Head of Rates Strategy, says inflation is less about the peak and more about the rate of decline. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, expects markets to stay volatile for a bit longer. See omnystudio.com/listener for privacy information.
Torsten Slok, Apollo Management Chief Economist, says the Fed might actually be able to achieve a soft landing. Ben Laidler, eToro Global Markets Strategist, says the market bottom is now in. Elsa Lignos, RBC Global Head of FX Strategy, says it's a really interesting moment for the euro. Tina Fordham, Fordham Global Foresight Founder & Geopolitical Strategist, says the US republic, as we know it, faces some serious pressures. See omnystudio.com/listener for privacy information.
Matthew Luzzetti, Deutsche Bank Securities Chief US Economist, says there's evidence we are moving away from peak inflation. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says it's a mistake to stay all in cash. Michael Regan, EPA Administrator, says there's an opportunity to deploy technology to reduce methane. Terry Haines, Pangaea Policy Founder, says it's not too soon to call Ron DeSantis the new leader of the Republican party.See omnystudio.com/listener for privacy information.
David Kelly, JPMorgan Asset Management Chief Global Strategist, says it's time to get invested. Ebrahim Rahbari, Citi Chief Currency Strategist, says we've seen a shift in dollar sentiment. Henrietta Treyz, Veda Partners Director of Economic Policy, says Biden's decision to run for a second term depends on Trump's. Lara Rhame, FS Investments Chief US Economist, says the descent from high inflation is going to be far from gradual. See omnystudio.com/listener for privacy information.
Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says the inflation spike of the past year and a half is not primarily a central bank or political phenomenon. Rep. French Hill, (R) Arkansas, says the Republican Party is ready to take the lead on inflation. Rep. Peter Welch, (D) Vermont, says we need to make clean energy affordable. Alifia Doriwala, RockCreek Group, expects the midterm elections just to be a small blip for markets. Dan Yergin, S&P Global Vice Chairman, Author of “The New Map: Energy, Climate and the Clash of Nations," says gasoline prices have a real impact on how people vote. See omnystudio.com/listener for privacy information.
Alan Ruskin, Deutsche Bank Chief International Strategist, discusses outlook and market implications if the US midterms yield a divided government. Wendy Schiller, Taubman Center for American Politics & Policy Director at Brown University, says Democrats have more to do on messaging to voters. Daniel Ives, Wedbush Senior Equity Research Analyst, says Apple is facing a supply issue, not a demand issue. Nela Richardson, ADP Research Institute Co-Head & Chief Economist, expects inflation to be more persistent. See omnystudio.com/listener for privacy information.
Marty Walsh, US Secretary of Labor, discusses the October jobs report. Tiffany Wilding, PIMCO Chief US Economist, weighs the Federal Reserve's next move. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Federal Reserve Governor, says the Fed is looking for cracks in the labor market. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says today's jobs report is a challenge for the Fed and the market.  See omnystudio.com/listener for privacy information.
Dominic Konstam, Mizuho Americans Head of Macro Strategy, says the Federal Reserve must be cautious. Winnie Cisar, CreditSights Global Head of Credit Strategy, says investment-grade debt at historic high-yield levels has the "flex" to hedge against the risk of a US economic downturn. Geoffrey Yu, BNY Mellon Senior Strategist, examines the key differences between the Federal Reserve and the Bank of England. Dean Maki, Point72 Chief US Economist, sees more momentum in the US than in Europe and the UK. See omnystudio.com/listener for privacy information.
Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. This episode focuses on Duke Energy CFO Brian Savoy, who tells Alix Steel how the company plans to invest $145B over the next decade to transform its energy generation portfolio.See omnystudio.com/listener for privacy information.
Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, say it's too premature for markets to be pricing peak interest rates. Ed Morse, Citigroup Global Head of Commodities Research, says the return of demand from China won't push the price of crude oil above $100. Michael Gapen, Bank of America Chief US Economist, says the Federal Reserve is not in the business of shutting down markets. David Rubenstein, Carlyle Group Co-Chairman & Co-Founder, discusses his interview with US Surgeon General Dr. Vivek Murthy on "Peer-to-Peer Conversations." See omnystudio.com/listener for privacy information.
Julian Emanuel, Evercore ISI Equity Derivatives & Quantitative Strategist, thinks the Fed is about to downshift. Amos Hochstein, Special Presidential Coordinator for Global Infrastructure and Energy Security, says the US still maintains ties with Saudi Arabia despite the “significant disagreement” over the OPEC+ decision to cut oil output. Jane Foley, Rabobank Head of FX Strategy, says central banks would love to see a reversal in dollar strength. Carl Riccadonna, BNP Paribas Chief US Economist, says the Fed is eager for a downshift. See omnystudio.com/listener for privacy information.
 Andrew Hollenhorst, Citi Chief Us Economist, says he wouldn't be surprised if the Fed's policy rate ends up above 5%. Amrita Sen, Energy Aspects Head of Research, says we could see $100 oil by the end of the year. Lisa Hornby, Schroders Head of US Multi-Sector Fixed Income, says people are excited about fixed income again. Greg Valliere, AGF Investments Chief US Policy Strategist, predicts gridlock in Washington following the midterm elections. See omnystudio.com/listener for privacy information.
Comments (27)

Richard L. Hanson

Each launch of a rocket with expensive useful loads costs space companies to millions of dollars, even if this launch takes place for one small satellite https://orbitaltoday.com/2022/10/03/firefly-alpha-reaches-orbit-on-2nd-attempt/ Today, some missiles are becoming more economical, using reusable missile components and launching several satellites at once at once.

Oct 29th
Reply

Yuriy Tchaikovsky

Matt, stop talking about unemployment rate as if it's a real indicator of anything. It's actually a distraction from median income, wealth gap and real adjusted wage growth. Mind boggling arguments...

Jul 17th
Reply (1)

Yuriy Tchaikovsky

Could you PLEASE stop asking Americans about Ukraine? The whole world already considers you clueless about anything that happens on the outside, and this just keeps proving that they're right. Always some US mouthpiece telling us the same propaganda we can get off any other cheap news source.

Apr 30th
Reply

Yuriy Tchaikovsky

I can't believe an academic like Angela doesn't know about Banderov, a Ukrainian hero who famously supported the Nazi invasion in favour of protecting a few Ukrainians. he's now a hero in Ukraine and has been a volatile issue for a 100 years. So ignorant! typical western academic who turns off their brain the moment something pro Russian is stated. God, ignorant people are a disgrace to those of us who respect critical thinking and like to be surrounded by like-minded intellectuals.

Apr 15th
Reply

Yuriy Tchaikovsky

surely the interviewers must think to themselves: ah yes thanks for our daily dose of blatant propoganda with riggards to everything Russia. there's no developments and nobody ever says anything cleaver. it's like the Corona interviews all over again. just stop it, there's plenty of economic commentary to be done.

Mar 18th
Reply

Yuriy Tchaikovsky

wow. this William Browser guy drinks all the online Russia coolaid. I've never heard a conspiracy theorist of this calibre given that much air time. Luckily modern technology allows you to skip such falicy.

Mar 1st
Reply

Yuriy Tchaikovsky

can you put the covid speakers at the end like you usually do? makes it much easier to skip, thank you.

Dec 30th
Reply

Yuriy Tchaikovsky

ok that's it I'm never listening to a healthcare sellout on this program ever again

Dec 8th
Reply

Yuriy Tchaikovsky

this Andrew pekosh guy, probably doesn't even know that there are other vaccines around the world which are far far superior to the Pfizer/Modena rubish which is currently in effective versus 3/4 strains. same propoganda peddled every time is annoying and no one is going to listen to it. please, save this for CNN and the lesser minded idiots.

Dec 5th
Reply

j marrin

With savings rates up, the "aid" doesn't seem very targeted.

Feb 5th
Reply

j marrin

The Lt. Gov of NY is the lady who cried wolf after months and months of talking of imminent doom. Credibility lost.

Dec 3rd
Reply

Super Teacher

These people are not free to talk, so there's no real information in this podcast.

Jul 8th
Reply

ID17857495

Can’t you have better sound quality than this? I can hear people smacking and breathing while other talking . Phonecall sound quality is way too poor

Jun 13th
Reply

Joe Reed

Who edits this thing?

Aug 22nd
Reply (1)

Márcio Bertelli

Congratulations! Very good pod cast. Tks

Aug 6th
Reply (2)

CJ

That old dude that sounds like Dick Vitale, he really needs to stop cutting people off, really annoying, and he has no tact when doing it...

Feb 27th
Reply

Bill Slikkerveer

The exchange with Kudlow and the information proffered was by far the best from an economic advisor to the White House yet. Very informative. Attention WH ...put Kudlow out there more. He makes you look good.!!!

Jan 5th
Reply

Nabil Madbak

Aaa

Dec 17th
Reply

Nabil Madbak

Aaa

Dec 17th
Reply

Nabil Madbak

Aaa

Dec 17th
Reply
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