Podcast Episodes
Back to SearchPineBridge's Kelly: Market is about to give up this year's gains
Michael Kelly, global head of multi-asset at PineBridge Investments, says he expects the market 'to reverse the gains we have had year to date' and s…
3 years, 5 months ago
NDR's Kalish: Recession is likely to start in the next six months
Joe Kalish, chief global macro strategist at Ned Davis Research, says that he expects a short, shallow recession that starts no later than early into…
3 years, 5 months ago
Fulcrum's Seaton:The stock market has gotten ahead of itself
Paul Seaton, managing director at Fulcrum Asset Management North America, thinks that persistent inflation and a potential recession leave the equity…
3 years, 5 months ago
Economist Yaruss: Narrow market rally is not the start of the next bubble
Howard Yaruss, professor at New York University and the author of 'Understandable Economics' says that while the stock market is up sharply this year…
3 years, 5 months ago
KraneShares' Ahern: China will suffer - then rebound - through a U.S. recession
Brendan Ahern, chief investment officer at KraneShares, says that any recession or economic downturn in the United States will wind up having spillov…
3 years, 5 months ago
Harbor's Gleich: 'Genuine inflation problem' will heighten volatility
Kristof Gleich, founder and chief investment officer at Harbor Capital Advisors, says investors should be surprised that the economy hasn't gone into…
3 years, 5 months ago
Unlike Internet bubble days, AI growth path is real and sustainable
Michael Sansoterra, chief investment officer at Silvant Capital, says the artificial intelligence boom currently fueling a Wall Street rally is here …
3 years, 5 months ago
New Constructs' Trainer on CAVA IPO: You might as well light your money on fire
David Trainer, president at New Constructs, says that the initial public offering for fast-casual restaurant chain Cava Group is another poster child…
3 years, 5 months ago
Amid debt-ceiling argument, ratings agencies are doing investors' job
Andy Kapyrin, co-chief investment officer at CI RegentAtlantic Private Wealth, says that in past debt-ceiling debates -- notably heated times like 20…
3 years, 5 months ago
Mike Foss: A slowdown and weak recession but high interest rates stay sticky
Mike Foss, former partner at Brown Advisory and former manager of the Brown Advisory Equity Income fund, says he expects a slowdown, but high inflati…
3 years, 5 months ago