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Best Suisse podcasts we could find (updated February 2020)
Best Suisse podcasts we could find
Updated February 2020
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David Herro, Harris Associates Chief Investment Officer, calls for Credit Suisse chairman Urs Rohner to resign. Ellen Zentner, Morgan Stanley Chief U.S. Economist, talks about jobs and salaries, and the recent income trend for people moving into prime of life. Elisa Martinuzzi, Bloomberg Opinion Columnist, says Credit Suisse's strategy will not tak…
 
Julia Coronado, Macropolicy Perspectives President & Founder, says there is a lot of complacency in market pricing right now. David Lebovitz, JPMorgan Asset Management Global Market Strategist, says the big tech names have been keeping the rest of the tech sector afloat. Jonathan Fenby TS Lombard Chairman of China Research, says the coronavirus out…
 
Terry Haines, Pangaea Policy Advisory Founder, says the race for the Democratic presidential nomination is more muddled after the Nevada debate. Howard Dean, Former Democratic Presidential Candidate & Former DNC Chairman, thinks that all six candidates who participated in Nevada's debate still have a chance of winning the nomination. Sonali Basak, …
 
Chuck Gabriel, Capital Alpha President, thinks we could know whether Bernie Sanders will be the Democratic presidential nominee by the end of March. Austan Goolsbee, University of Chicago Professor and Former Adviser to President Barack Obama, says conventional monetary policy matters less now than it ever has before. Stephen Roach, Yale Professor …
 
Matthew Vincent and guests discuss what's behind HSBC's decision to cut 35,000 jobs in the US and Europe, Jes Staley's future as boss of Barclays after another regulatory probe, RBS's new name, and Deutsche Bank's disappearing compliance contractors. With special guest Philip Augar, author of The Bank that lived a little: Barclays in the age of the…
 
David Kelly, JPMorgan Asset Management Chief Global Strategist, says U.S. GDP growth may slow to 1% or less in first quarter. Neil Campling, Mirabaud Securities Global Thematic Strategy Group Head of TMT Research, expects other companies to follow Apple in cutting their outlook. Elaine Kamarck, Brookings Senior Fellow in the Governance Studies, dis…
 
Steve Wieting, Citi Private Bank Global Chief Investment Strategist, says this is an unlikely time for U.S. outperformance to wane. Dr. Peter Hotez, Baylor College of Medicine Dean, calls for international cooperation in combating the coronavirus. Henrietta Treyz, Veda Partners Director of Economic Policy, discusses the tension between the U.S. and…
 
Bruce Kasman, JPMorgan Chief Economist & Head of Global Research, says Chinese growth may be flat in the first quarter of 2020. Dr. Jennifer Rohn, University College London Micro Biologist, says the coronavirus is looking just as contagious as flu and just as lethal. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says we still have a g…
 
Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says it is a little too early to write Joe Biden off. Kate Moore, Head of Thematic Strategy for BlackRock's Global Allocation Investment Team, says the majority of returns from the equity market has to come from earnings. James Bevan, CCLA Investment Management Chief Investment Officer, s…
 
Matthew Vincent and guests discuss revelations about the UK's opening gambit in seeking a deal on 'equivalence' with the EU, Tidjane Thiam's ouster from Credit Suisse, HSBC's delay in choosing a permanent chief executive, and challenger bank Starling's fund raising. With special guest Ann Boden, chief executive of Starling Bank. Contributors: Matth…
 
Ben Laidler, Tower Hudson Research CEO, thinks valuations are very well supported for U.S. markets. Representative John Yarmuth, Democrat from Kentucky and Chairman of the Budget Committee, says Donald Trump is the biggest motivating factor for Democrats right now. Gideon Rose, Foreign Affairs Magazine Editor, says the Chinese threat to U.S. hegemo…
 
John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says there is a remarkable resilience built into the global economy. Jared Bernstein, Senior Fellow at the Center on Budget and Policy Priorities and Former Chief Economist and Economic Adviser to Vice President Joseph Biden, argues that Republicans want to get rid of safety …
 
David Folkerts-Landau, Deutsche Bank Chief Economist, says there is no question that the movement away from the political center is infecting monetary and fiscal policy. Jeffrey Currie, Goldman Sachs Global Head of Commodities Research, says the biggest impact from the coronavirus is coming from the quarantine. Henrietta Treyz, Veda Partners Direct…
 
Steve Eisman, Eisman Group Neuberger Berman Senior Portfolio Manager, discusses the companies he is currently shorting. Doug Kass, Seabreeze Partners President, talks about parabolic moves, like the one in Tesla, reminding they almost always return to the point of breakout; also Kass explains why he thinks shares of Amazon will trade $5000 a share …
 
Jens Nordvig, Exante Data Founder & CEO, says the drop in Chinese tourism as a result of the coronavirus will be a major hit to other countries' economies. Leslie Vinjamuri, Chatham House Head of U.S. & Americas Programme, says the delay in the Iowa Caucus could cast a shadow over the results. Michael Nathanson, Moffettnathanson Senior Research Ana…
 
Matthew Vincent and colleagues discuss Goldman Sachs and Amazon - another big tech tie-up for the Wall Street name, Deutsche Bank's profit targets, and what a case of stealing from a workplace canteen tells us about the current climate for ethics and compliance in banking. With special guest Russell Quelch of Redburn, the equity research house. Con…
 
John Ryding, Brean Capital Chief Economic Advisor, says the coronavirus is more of a supply shock than a demand shock outside of China. Miranda Carr, Haitong Securities Senior Analyst, says consumption might see a bigger hit from the coronavirus than manufacturing. Dr. Amesh Adalja, Johns Hopkins Bloomberg School of Public Health Senior Scholar, ex…
 
Dr. Peter Hotez, Dean of the National School of Tropical Medicine at Baylor College of Medicine in Houston, says the coronavirus is just as capable of being transmitted as SARS, but it is not as lethal. Meredith Sumpter, Eurasia Group Head of Research Strategy, details how China's political system is affecting its response to the coronavirus. Anton…
 
David Blanchflower, Dartmouth College Economist and former BOE Monetary Policy Committee Member, says the Fed is now paying the consequences of its rate rises. Randall Kroszner, Former Fed Board Governor and University of Chicago Booth School Professor, says central banks not reaching their inflation goals is potentially raising questions about the…
 
Vincent Reinhart, BNY Mellon Asset Management Chief Economist says central banks do not create extra demand; they borrow it. William Dudley, Bloomberg Opinion Columnist and Former Fed President, discusses his latest column on the repo market. Austan Goolsbee, University of Chicago Booth School Professor and Former White House Economic Adviser to Pr…
 
Matthew Vincent and guests discuss the double-digit fall in the 2019 bonus pool for Barclays investment bankers, Goldman Sachs's shift in focus towards consumers, and UK subprime lender Amigo's dramatic fall in value. With special guest Dr Monica Franco-Santos, reader in governance at the Cranfield School of Management. Contributors: Matthew Vincen…
 
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says the market will bottom once the number of coronavirus infections stabilizes. Walter Piecyk, Lightshed Technology, Media & Telecom Analyst and Partner, says the valuation of Apple is at a new realm and premium. Stephen Pagliuca, Bain Capital Co-Chairman & Boston Celtics Co-Own…
 
Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, says the the Coronavirus uncertainty hit may be smaller than markets are currently pricing in. Thomas Mulier, Bloomberg Healthcare Editor, says China is trying to 'catch-up' to the Coronavirus outbreak, as new medical facilities are being built in Wuhan. Kit Juckes, Soci…
 
Christine Lagarde, European Central Bank President, warns markets not to assume that ECB policy is on autopilot. Sheila Patel, Goldman Sachs Asset Management Chairman, says we are in a better place with liquidity compared to a year ago. Jacob Frenkel, JPMorgan Chase International Chairman, says the greatest danger to the economy's growth is fragmen…
 
Ken Moelis, Moelis & Company Chairman, CEO & Founder, says markets are pretty much priced for perfection right now. Soren Skou, Maersk CEO, doesn't expect trade growth to pick up in 2020. Mark Rutte, Dutch Prime Minister, is optimistic about a trade deal between the U.S. and the EU. Bill Winters, Standard Chartered CEO, says peace is prevailing in …
 
Patrick Jenkins and guests discuss the latest from the World Economic Forum in Davos, the outlook for Bank of America, and JPMorgan Chase's decision to buy a second office in Paris. With special guest Brian Moynihan, chief executive of Bank of America. Contributors: Patrick Jenkins, financial editor, David Crow, banking editor, Laura Noonan, US ban…
 
Ian Bremmer, Eurasia Group Founder, says we have absolutely reached the peak of globalization. Stephen Schwarzman, Blackstone CEO, says investing in technology has enormous benefits. Michael Corbat, Citigroup CEO, says the consumer remains the backbone of the U.S. Economy. Martin Flanagan, Invesco CEO, expects clients to return once the firm has fu…
 
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, believes this could be the year the public fully engages with the U.S. equity market. Kristina Hooper, Invesco Chief Global Market Strategist, says we can't underestimate the power of the Fed. George Evans, CIO of Global Equities and Portfolio Manager for the Invesco Oppenheimer Internatio…
 
David Pearl, Epoch Co-Chief Investment Officer & Portfolio Manager, says Morgan Stanley is now the king of wealth management. Mary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, says escalation could happen very quickly under the Phase-One trade deal between the U.S. and China. Daniel Morris, BNP Paribas Senior Investment…
 
Ken Leon, CFRA Director Equity Research, says banks are underpriced relative to the market. Henrietta Treyz, Veda Partners Managing Partner & Head of Economic Policy, says investors sense that President Trump cares specifically about the stock market. Megan Greene, Harvard Kennedy Senior Fellow, says there is plenty of evidence for low growth and i…
 
Shahab Jalinoos, Credit Suisse Head of FX Macro Trading Strategy, says there are no macro risks affecting monetary policy. Tom Michaud, KBW CEO, breaks down results from JPMorgan and discusses the future of big U.S. banks. Geoffrey Yu, UBS Wealth Management Head of U.K. Investment Office, says central banks are going to stay lower for a very long t…
 
Richard Haass, Council on Foreign Relations President, believes the U.S. and Iran must agree to a reasonable deal in order to ease protester tensions. Priya Misra, TD Securities Head of Global Rates Strategy, says the Fed has put a lot of stimulus in the system through the repo market. Betsy Graseck, Morgan Stanley Global Head of Banks & Diversifie…
 
Steven Cook, CFR Senior Fellow for Middle East And Africa Studies, says the U.S. is engaging in psychological warfare with Iran and not deescalating tensions with the region. Ellen Zenter, Morgan Stanley's Chief US Economist, says there is no indication businesses are broadly laying off workers. Randy Kroszner, University of Chicago Professor and F…
 
Jim Glassman, JPMorgan Senior Economist, says 2020 will be the year we see slower job growth. Jeffrey Rosenberg, Senior Portfolio Manager on BlackRock's Systematic Fixed Income Team, says the economy has moved in tiny increments. Admiral James Stavridis, Bloomberg Opinion Columnist and Former NATO Supreme Allied Commander says Soleimani was a dange…
 
Henry Rome, Eurasia Group Global Macro Analyst, says the risk of a major military confrontation between the U.S. and Iran has gone down. Robert Hormats, Kissinger Associates Vice Chairman, says the U.S. must now help stabilize the situation in Iraq. Greg Farrell, Bloomberg Legal Reporter, discusses next steps for Carlos Ghosn after press conference…
 
Patrick Jenkins and guests discuss why protesters in Hong Kong are targeting HSBC, whether Société Générale is in a position to merge with other banks and the challenges facing banking in 2020. With special guest John Garvey, Global Head of Financial Services at PWC. Contributors: Patrick Jenkins, financial editor, David Crow, banking editor, Georg…
 
Adam Posen, Peterson Institute President, says there are very fundamental causes of low rates. Steven Cook, CFR Senior Fellow For Middle East And Africa Studies, says the U.S. can continue to fight terrorism without as large of a footprint in the Middle East. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says volatility stays l…
 
Ian Bremmer, Eurasia Group President & Founder, says 2020 is a tipping point for the big global trends out there. Meredith Sumpter, Eurasia Group Head of Research Strategy & Operations, says a trade conflict was expected between the U.S. and China year ago, but it was expected to be resolved. Henry Rome, Eurasia Group Iran Analyst, believes the kil…
 
Nick Wadhams, Bloomberg State Department Reporter, brings us an update on President Trump's strategy in the Middle East. Amrita Sen, Energy Aspects Chief Oil Analyst, says there will be a lot of pressure on Iraq to push out pro-U.S. forces. Marc Champion, Bloomberg News Senior Reporter for International Affairs, discusses Iran's sphere of influence…
 
Robert Albertson, Sandler O'Neill Chief Investment Strategist, says 2020 will be a year of reckoning. Chris Bryant, Bloomberg Opinion Columnist, provides an update on former Renault-Nissan Head Carlos Ghosn's escape from Japan to Lebanon. Henrietta Treyz, Veda Partners Managing Partner & Head of Economic Policy, is not optimistic about Phase Two ne…
 
John Ryding, Chief Economic Advisor to Brean Capital, says we are entering 2020 with no fear of a recession. Dana Khraiche, Bloomberg News, reports that Lebanese officials will help and support Carlos Ghosn, who is viewed as a national hero. Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says more public interest in stocks will drive b…
 
Kona Haque, ED&F Man Head of Research, says China's government has to continue to apply stimulus to keep growth momentum ticking. Mike Gallagher, Continuum Economics Managing Director of Macro and Strategy, doesn't expect China to get a major lift from a trade truce. Ira Jersey, Bloomberg Intelligence U.S. Rates Strategist, details what to watch fo…
 
Bloomberg's Paul Sweeney and Sonali Basak host today's show. Andrew Hollenhorst, Citi Chief U.S. Economist, discusses the transition to automation by urging the creation of new opportunities and engines of growth. Karen Leigh, Bloomberg News Greater China Government Editor, gives an update on the protests in Hong Kong as the region braces for more …
 
Michael Holland, Holland & Co. Chairman and Founder, thinks the Fed is far more important for markets than a U.S.-China trade deal. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, believes retailers will follow in Amazon's footsteps with one-day shipping. Mohamed El-Erian, Allianz Chief Economic Adviser and Bloomberg Opinion Column…
 
Catherine Mann, Citi Global Chief Economist, says the U.S.-China Phase 1 agreement looks similar to the deal proposed earlier this year in May. Kit Juckes, Societe Generale Chief FX Strategist, thinks the Chinese Yuan is as important as the Euro or the U.S. dollar now. George Ferguson, Bloomberg Intelligence Senior Aerospace and Airline Analyst dis…
 
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