Best Bloomberg New Economy Podcasts (2024)

1
Fed Fears Too-High Rates Are Starting To Crush The Economy | Lance Roberts & Adam Taggart 1:18:28

13h ago1:18:28

1:18:28

Yes, Federal Reserve Jerome Powell is hoping he can cut rates soon.But it's less because he's proud he's won the inflation battle. It's more because he's afraid the Lag Effect from his "higher for longer" interest rates are starting to visibly damage the economy.Portfolio manager Michael Lebowitz stands in for Lance Roberts this week to talk about …

1
"It Will Feel Like A Recession" When Unemployment Hits 4.5% By Year-End | Bloomberg's Anna Wong 1:07:41

2d ago1:07:41

1:07:41

The US economy appears to be slowing down. Final Q1 GDP growth came in at just 1.4% and, as of this recording, Q2 GDP is currently estimated to be little better, at 1.5%.Retail sales for May, the most recent data we have, only grew at 0.1%.And unemployment is starting to tick up, too, rising last week to 4.1%.Now, none of these stats are particular…

1
How Labour Plans to Rebuild the British Economy 22:46

3d ago22:46

22:46

In her first major speech as Chancellor of the Exchequer, Rachel Reeves laid out the new Labour government’s plan to spur private investment. On this week’s episode of In the City, hosts David Merritt, Francine Lacqua and Allegra Stratton talk with reporter Joes Mayes about the details behind the blueprint and whether Reeves and her boss, Prime Min…

1
Luke Gromen: Expect Market Turbulence Ahead Due To Tightening Dollar Liquidity 1:04:05

4d ago1:04:05

1:04:05

Former Vice President Dick Cheney famously said "Reagan proved that deficits don't matter"True or not, running greater and greater federal budget deficits has become standard operating procedure for Washington DC.When Cheney uttered those words, the annual deficit was in the low hundreds of billions. It's projected to be $2 trillion this year.At th…

1
A ‘Reasonably Optimistic’ Take on the French Election Surprise 43:46

6d ago43:46

43:46

From the Paris Bureau, host Stephanie Flanders speaks with Jean-Claude Trichet, former European Central Bank president and Bank of France governor, Bloomberg Opinion columnist Lionel Laurent, and Eleonora Mavroeidi, an economist for Bloomberg Economics, to debrief on the election results. "The worst has been avoided," says Trichet, but now France m…

1
Tap Into The Same Advantage That Hedge Funds Do | Andrew Beer 51:39

6d ago51:39

51:39

When I graduated from Stanford Business School 25 years ago, a classmate announced he was going to work for a hedge fund and the rest of us asked "What's that?"Fast forward two and a half decades and the financial markets are practically overrun by hedge funds collectively managing over $5 trillion dollars.And while certain hedge fund managers have…

1
"Massive Deviation" Between The Markets & The Economy | Lance Roberts & Adam Taggart 1:50:59

7d ago1:50:59

1:50:59

There is a massive deviation between stock valuations and earnings growth: growth in the former is far outpacing the latter.This is unsustainable warns portfolio manager Lance Roberts.And unless economic growth suddenly surges (and no catalyst for that is on the radar), then asset prices will need to come down in order to bring the ratio back into …

1
Winning Was the 'Easy Part' for Starmer: Now What? 26:43

9d ago26:43

26:43

In a special edition of Voternomics, the former CEO of Legal & General Nigel Wilson urges the new UK government to be bold and act fast. He speaks with host Stephanie Flanders and Bloomberg Editor-in-Chief John Micklethwait. See omnystudio.com/listener for privacy information.By Bloomberg

1
Chris Whalen: The Economy's At A Tipping Point 56:30

9d ago56:30

56:30

Today's guest wrote the book "Inflated: How Money & Debt Built The American Dream"In it, he wrote: "The first rule of any fiat system is no fiscal deficit"Well, the US -- and virtually every other G7 country -- is breaking that rule six ways to Sunday given the unprecedented record levels of deficit spending currently underway.Does that mean we're …

1
How Western Democracies Can ‘Get Back to Capitalism’ 21:23

10d ago21:23

21:23

Ruchir Sharma, founder and chief investment officer of Breakout Capital Partners, joins to discuss his new book What Went Wrong with Capitalism?, which argues that an “obsession” with mitigating risk is kneecapping economic growth. See omnystudio.com/listener for privacy information.By Bloomberg

1
What Does (And Doesn't) Labour Do First? 39:17

12d ago39:17

39:17

Abrdn Chairman Douglas Flint joins this week to explain why he thinks the new government needs to build up transportation and education. Senior reporter Phil Aldrick also joins to discuss the sort of economy Labour will inherit if it wins this week's election. Hosted by Stephanie Flanders, Adrian Wooldridge, and Allegra Stratton. See omnystudio.com…

1
Common Ways To Protect Your Portfolio Using Option Hedges | New Harbor Financial 53:09

11d ago53:09

53:09

With so many recent interview guests on this channel expressing concern about the near-record levels of overvaluation AND narrow trading breadth in stocks, about slowing economic growth, a weakening consumer and rising recession risk, many of you viewers have been asking for a instructional video on how to protect your portfolios from market downsi…

1
What Trends are in the Food and Energy Sectors? With Women in ETFs 1:04:32

11d ago1:04:32

1:04:32

Amberjae Freeman of Etho Capital, Matthew Dean of University of California, and host and CEO of VegTech Invest, Elysabeth Alfano, spoke on a panel that was moderated by Teri Geske at a Women in ETFs event. They discussed the trends in the new energy economy, food systems transformation and disruptions in transportation, along with the accompanying …

1
Home Prices Are Falling In More & More Markets Now | Nick Gerli 1:03:23

13d ago1:03:23

1:03:23

I find myself frequently repeating the advice that in today's highly bifurcated economy, it's critical to understand the difference between the mean and the median in order to get a true picture of what's going on.And the housing market is no different.On the mean, or average, level, US home prices are at a record high.But in a growing number of ma…

1
"Beneath The Surface The Market Looks Terrible" | Lance Roberts & Adam Taggart 1:39:04

14d ago1:39:04

1:39:04

Today's stock market is like an iceberg, says portfolio manager Lance Roberts.We can see the surface, which looks fine. The Magnificent 7 stocks -- really now the Mag 5 -- are collectively growing market cap and profits, propping up the overall index.But if you look below the surface, at the bottom 90% of the iceberg, "things look terrible" warns L…

1
Democrats Face the Aftermath of Biden’s Debate Performance 20:23

16d ago20:23

20:23

On this special episode of Voternomics, Tim O’Brien, senior executive editor of Bloomberg Opinion and author of TrumpNation: The Art of Being the Donald, and Bloomberg Big Take podcast host David Gura join host Stephanie Flanders to discuss the US presidential debate on Thursday night, including President Joe Biden’s poor performance, Donald Trump’…

1
John Hussman: It Sounds Nuts, But Stocks Could Crash 50-70% 1:55:13

16d ago1:55:13

1:55:13

There's an old saying on Wall Street that "no one rings a bell at the market top"This is why so many surprised investors got so badly burned when the DotCom and 2008 stock bubbles burst.But those who noticed the extreme market conditions beforehand, whose analysis of history convinced them that defense was more prudent than fear of missing out, the…

1
Currys CEO on What the UK Needs Right Now 16:23

17d ago16:23

16:23

Alex Baldock joins to share his take on a Labour government’s policies and their impact on business. See omnystudio.com/listener for privacy information.By Bloomberg

1
Major Foreign Policy Tests Await a Starmer Victory 37:50

18d ago37:50

37:50

On this episode of Voternomics, former UK diplomat Tom Fletcher discusses how the Labour Party leader’s first 30 days could define his premiership. Plus, reporter Ellen Milligan discusses her story on Labour’s position on Brexit. Hosted by Allegra Stratton and reporters Alex Wickham and Ailbhe Rae. See omnystudio.com/listener for privacy informatio…

1
Too-High Cost Of Living Is Destroying Consumer Confidence | Joanne Hsu 34:26

18d ago34:26

34:26

If you listen to the politicians and the headlines, you'll hear a lot of talk about the "strong consumer" who is keeping the economy happily chugging along.But when we hear from actual consumers themselves, we hear a very different story. The majority of households are struggling under the surge in their cost of living post-COVID. Many express desp…

1
Rick Rule: "We're In A Real Sweet Spot" For Investors 1:04:29

20d ago1:04:29

1:04:29

The purchasing power of the world's major fiat currencies has taken a beating since the pandemic.Just in the US, due to the spike in inflation, Truflation now estimates that the dollar has lost over a quarter of its purchasing power since January 2020.Due to this higher inflation, as well as continued expectations for higher secular inflation over …

1
We're Due For A Correction | Lance Roberts & Adam Taggart 1:51:50

21d ago1:51:50

1:51:50

With stocks still firmly in overbought territory and the uncertainty of the US presidential election nearing, portfolio manager Lance Roberts warns "We're due for a correction"He expects a 5-10% pullback in the near term. And perhaps a slightly larger drop leading up to November as Wall Street de-risks ahead of voting.Lance and Adam review the late…

1
Unavoidable Crisis: We Have Too Much Debt That We Can't Afford To Repay | Matt Piepenburg 1:55:53

23d ago1:55:53

1:55:53

When asked last month if the US economy was heading into stagflation, Fed Chair Jerome Powell said he didn't see the "stag" nor the "flation" in the data he looks at.Well, US Q2 GDP growth estimates as forecasted by the Atlanta Fed's GDP Now service are plunging. And Q1's weak reported GDP growth rate of 1.6% was revised further downwards to a palt…

1
How a New Government Can Make Buying a House Easier 20:07

24d ago20:07

20:07

Skipton Group CEO Stuart Haire analyses the promises being made by Labour and the Tories when it comes to housing, and shares what direction home affordability is heading in the UK. See omnystudio.com/listener for privacy information.By Bloomberg

1
Voternomics: How the Left Lost Its Way in Europe 43:38

26d ago43:38

43:38

“We, the left, have messed up,” said Yanis Varoufakis, the former Greek finance minister who came to fame negotiating on behalf of the Greek government during the country’s 2015 debt crisis. “We’ve tried, we’ve been tested and we failed our test.” Varoufakis joins this week’s Voternomics podcast, in which hosts Allegra Stratton, Stephanie Flanders …

1
Is The A.I.-Pocalypse Near For Tech Stocks? | Fred Hickey 1:08:23

25d ago1:08:23

1:08:23

So far this year, the top 10 stocks in the S&P 500 have accounted for more than 76% of the index's gain.This is the 2nd most concentrated reading for the S&P in the past 20 years. The highest percentage was 79%, achieved in 2007, right before the Global Financial Crisis.Are we in a new AI-powered Tech renaissance that will continuing powering the m…

1
Can We Impact Energy Consumption with Food Systems Shift? With Rob Du Boff and Rob Barnett 52:35

26d ago52:35

52:35

Robert Barnett, Bloomberg Intelligence Energy Analyst, and Robert Du Boff, Bloomberg Intelligence ESG Analyst, join CEO of VegTech Invest, Elysabeth Alfano, to discuss the overlap of energy use and food systems and how shifting one can shift another. VegTech Invest’s Upside & Impact podcast features the CEO of VegTech Invest, Elysabeth Alfano, as s…

1
Sven Henrich: S&P 9000 By 2028? 1:24:10

27d ago1:24:10

1:24:10

Well, the markets are back at all-time highs and central banks around the world are increasingly talking of interest rate cuts...or actually making them.Will that take asset prices even higher from here?Are we in a new golden era for stocks?To find out what the technicals are telling us, as well as to dig into the macro side as well, we're fortunat…

1
Stocks Remain Overbought. Will Poor Earnings End The Rally? | Lance Roberts & Adam Taggart 1:41:37

28d ago1:41:37

1:41:37

Stocks hit new all-time highs this week and despite being very overbought, momentum is still higher.What could end this rally is the upcoming earnings season, cautions portfolio manager Lance Roberts.Profit growth estimates are EXTREMELY optimistic right now. If they disappoint, a reversal could be fast & furious.Lance and I talk about that, the re…

1
Only 1 Rate Cut In 2024? What Does The Latest Fed Guidance Really Mean? | Axel Merk 1:02:20

1M ago1:02:20

1:02:20

In its latest guidance released this week, the Federal Reserve is holding interest rates steady for now. The Federal Funds rate will remain unchanged at 5.25%But the Fed did lower its rate cut forecast for 2024 to just 1. And it raised its 2025 rate cut expectations upwards from 3 to 4.It largely did this because its outlook on inflation is notably…

1
Will Rising Unemployment Trigger A Recession? | Michael Kantrowitz 1:23:54

1M ago1:23:54

1:23:54

Despite the Federal Reserve's efforts to tame inflation by cooling the economy with its aggressive "higher for longer" interest rates and Quantitative Tightening, the US has managed to avoid recession. Consumer spending has held up, largely due to the "strong" jobs market.But is that likely to remain the case going forward?And if not, if unemployme…

1
Why a Potential $64 Billion London IPO Is Controversial 21:36

1M ago21:36

21:36

On this episode of In the City, we analyze how a badly-needed UK offering by a Singapore-based fast-fashion retailer might not happen. Bloomberg Opinion columnist Andrea Felsted, who covers consumer goods and the retail industry, and reporter Ailbhe Rhea join. See omnystudio.com/listener for privacy information.…

1
Doomberg: These "Big" Energy Solutions Will Power Tomorrow's Economy 1:08:58

1M ago1:08:58

1:08:58

In today's discussion we look at the all-important energy market. Remember, without energy, there is no economy.As we look to the future, where are global energy trends headed?Which ones are we likely to turn to more to power the world of tomorrow?And where are the best opportunities for investors likely to lie?To discuss in depth, we're fortunate …

1
Will Coming Week's Inflation & Fed News Cause Markets To Pop Or Drop? | Lance Roberts & Adam Taggart 1:51:16

1M ago1:51:16

1:51:16

Stocks remain overbought at current levels and volatility remains low.Portfolio manager Lance Roberts expects markets to tread sideways until next week's CPI data and latest Fed guidance are in.If they show the economy is indeed slowing down faster than expected and/or inflation is moderating, stocks will likely pop as rate cut hopes will be put ba…

1
Voternomics: Farage 'Trumpifies' Tories, India Surprise and Europe Just Got a China ‘Wake Up Call’ 36:26

1M ago36:26

36:26

Europe cannot rely on America for its long-term security, says Robin Niblett, distinguished fellow and former director of Chatham House. On this episode of Voternomics, Niblettt—who conceives of a multi-decade “structural conflict” between China and the US—says Europe has experienced a “wake up call.” Plus, Stephanie, Allegra and Adrian discuss Bre…

1
Brent Johnson: Important Update On The Dollar Milkshake Theory 1:29:09

1M ago1:29:09

1:29:09

According to Truflation, the US dollar has lost nearly 25% of its purchasing power since January of 2020.Many everyday Americans struggling to pay their monthly bills may argue that's an understatement.What the US dollar does, vs real things as well as vs other national currencies, has very real implications -- economically, financially & geopoliti…

1
Ted Oakley: A Bear Market WILL Happen 1:05:38

1M ago1:05:38

1:05:38

As we enter the midpoint of 2024, confidence in the economy and the financial markets is a lot higher than it was at this time a year ago.Stock in particular, have had a phenomenal run over the past 7 months.So it's little surprise that the bulls expect the party to continue on through the rest of the year.Will it?To find out, we turn to the experi…

1
Sustainable Investing in Tumultuous Times with Bill Davis from Stance Capital 49:26

1M ago49:26

49:26

Stance Capital's Bill Davis discusses sustainable investing in tumultuous times, taking a deep dive on this episode of Upside & Impact: Investing for Change with Elysabeth Alfano, CEO of VegTech Invest. VegTech Invest’s Upside & Impact podcast features the CEO of VegTech Invest, Elysabeth Alfano, as she speaks with guests in the green finance and i…

1
Ian Bremmer Says America Is a ‘Frog in a Boiling Pot’ 19:16

1M ago19:16

19:16

As we approach the halfway mark of 2024, Eurasia Group has doubled down on its assessment of the threats facing the world today. Ian Bremmer, the consulting firm’s founder and president, joins hosts Francine Lacqua and Allegra Stratton to explain why US political dysfunction is still the number one global threat. He also explains why he does not se…

1
Voternomics: US Battles for ‘Hearts and Minds’ in a Conflicted World with Daleep Singh 35:12

1M ago35:12

35:12

On this special Monday episode, White House national security adviser for economics Daleep Singh explains how America is seeking to maintain global influence. Bloomberg senior editor Ruchi Bhatia discusses the likely victory of Prime Minister Narendra Modi’s party in India’s election and what it means for the world’s fastest-growing major economy. …

1
Jim Grant: Inflation & Interest Rates Are More Likely To Rise Than Fall In The Years Ahead 1:32:15

1M ago1:32:15

1:32:15

Between February 2022 and August 2023, in order to combat hot inflation, the Federal Reserve rocketed its discount rate from near 0% to 5.25% -- the most aggressive interest rate schedule in living memory.Since then, the Fed has kept the rate at 5.25% -- the 'higher for longer' eraBut despite this, even when paired with Quantitative Tightening, eco…

1
Near -Term Sell Signal Triggered For Stocks | Lance Roberts & Adam Taggart 1:43:50

1M ago1:43:50

1:43:50

The S&P 500 has recently had a near-term sell signal triggered, during a week where many Tech stocks -- including Nvidia -- sold off harder than the general markets.This shouldn't be a cause for major concern. But it explains why the market is down from it all-time high 10 days ago, and may likely have farther to fall until the overbought condition…

1
South Africa is in Uncharted Waters. What's Next? 18:39

1M ago18:39

18:39

For the past three decades, South African politics have been defined by the African National Congress. But with initial forecasts from the May 29 vote showing a marked decline in support for the ruling party, change looks likely. So what do the various potential outcomes mean for South Africa’s growth and debt outlook? For investor interest in the …

1
Are Car Prices Headed Down? | Yossi Levi 59:32

1M ago59:32

59:32

If you' re planning on possibly purchasing or selling a car in the near future, or just curious about how the latest action in the auto market are impacting your current car's value, you'll want to listen up to today's guest.We're fortunate to be joined today by auto expert and car dealership owner Yossi Levi, who will give us his latest boots-on-t…

1
Should We Be More Worried About A Social Breaking Point Than A Financial One? | Peter Atwater 1:16:11

2M ago1:16:11

1:16:11

In markets as in life, sentiment drives decision making.And until sentiment shifts, the status quo will maintain. Even when at extreme conditions.Today's guest has made the study of sentiment his life's work.Which is particularly timely given that consumer confidence continues to plunge, with the recent April Consumer Confidence numbers coming in f…

1
City of London Sees Labour’s Return as Chance for Stability 19:12

2M ago19:12

19:12

The coming July 4 general election in the UK is a good thing, according to executives in the City of London. With Labour currently predicted to trounce the embattled Tories, some contend the vote is a chance for stability after a turbulent few years under Conservative leadership. But first comes the campaign—what policy pronouncements are financial…

1
Tom McClellan: These Decades-Long Correlations All Predict A Major Market Sell-Off Later This Year 1:13:12

2M ago1:13:12

1:13:12

Stocks markets have had a massive run since November of last year and all the major indices -- the S&P 500, the Dow and the NASDAQ - have hit all-time highs this week.US GDP growth for the current quarter is currently predicted to be 3.6%, global economic growth as measured by PMIs has turned positive for the first time in 2 years, the official une…

1
Extended, Overbought Market Likely To "Cool Its Heels" Soon | Lance Roberts & Adam Taggart 1:43:00

2M ago1:43:00

1:43:00

It's been a week to remember for stocks...After the S&P, the Dow and the NASDAQ each hitting all-time highs earlier this week, Nvidia blew past expectations on both revenue and earnings, eclipsing $2.5 trillion in market value.The bulls are feeling large & in charge as a result, though stocks may take breather soon -- as signaled by Thursday's bloo…

1
Voternomics: How to Beat Back AI’s Threat to Democracy with Audrey Tang 39:19

2M ago39:19

39:19

Bad actors using machine-learning, generative artificial intelligence and the power of digital networks are seeding ever-more distrust in democracy, warns Audrey Tang, former digital affairs minister for Taiwan. Tang joins this week’s episode of Voternomics to discuss the risk of foreign interference in the many elections happening around the world…

1
Bull Market In Gold Still In Early Innings | Ronnie Stoeferle 1:29:53

2M ago1:29:53

1:29:53

Today's guest is best known for publishing the world's most respected annual analysis of the precious metals market, known as the In Gold We Trust Report.It covers what's driving supply & demand, the performance of the metals vs the companies that mine them, and what the outlook for prices is.This year's report, subtitled The New Gold Playbook, was…

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