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Hi, and welcome to The Long View. I'm Dan Lefkovitz, strategist for Morningstar Indexes. In this episode, we'll share some of our favorite clips from 2024 interviews with portfolio managers, economists, and investment thinkers. It's the companion to Christine Benz's “Best of Episode” featuring highlights from conversations with financial planners, advisors, and retirement researchers.“Joel Fried and Al Mordecai: Upholding the Culture at Primecap Management,” The Long View podcast, Morningstar.com, Jan. 30, 2024.“JB Taylor: Small Caps Haven't Been This Cheap in 25 Years,” The Long View podcast, Morningstar.com, March 5, 2024.“Jody Jonsson: The Case for a Global Portfolio,” The Long View podcast, Morningstar.com, Jan. 23, 2024.“Bryan Armour: Is Index Investing's Superpower Unstoppable?” The Long View podcast, Morningstar.com, March 19, 2024.“Sonali Pier: Don't Rent Yield,” The Long View podcast, Morningstar.com, Feb. 27, 2024.“Neil Shearing: What the Consensus Is Missing About the Current Economy,” The Long View podcast, Morningstar.com, April 16, 2024.“Omar Aguilar and Sébastien Page: Market Outlook for 2024 and Beyond,” The Long View podcast, Morningstar.com, Aug. 27, 2024.“Carl Tannenbaum: Settling Into ‘Soft-Landing Territory,'” The Long View podcast, Morningstar.com, July 30, 2024.“David Herro and Rajiv Jain: Should US Investors Renew Their Passports?” The Long View podcast, Morningstar.com, July 9, 2024.“Carl Vine: The Japan Earnings Story Has Legs,” The Long View podcast, Morningstar.com, April 30, 2024.“Justin Leverenz: Emerging Markets Are ‘Incredibly Attractive,'” The Long View podcast, Morningstar.com, Feb. 6, 2024.“Ankur Crawford: ‘When Software Begins to Write Software, Innovation Is Exponential,'” The Long View podcast, Morningstar.com, Sept. 24, 2024.“Jeremy Grantham: The Bigger the New Idea, the More the Market Becomes Overpriced,” The Long View podcast, Morningstar.com, Oct. 8, 2024.“Dan Ivascyn: The Outlook for Bonds Amid a Covid ‘Aftershock Global Economy,'” The Long View podcast, Morningstar.com, May 21, 2024.
Host Sean Lennon welcomed Pro Wrestler “Iron” Mike Curkov to PWE Report. He is a News anchor for CBS 58 in Wisconsin and a Former GLCW Tag Team Champion, this Saturday he faces "The Mayan Mauler" Drew Hernandez at Blizzard Brawl for the GLCW Heavyweight Championship. He talked about how being a pro wrestler is similar to being a news anchor, How he started training for Pro Wrestling, and how tough it was to adapt to, his opponent Drew Hernandez The GLCW Heavyweight Champion, and how this match has been a long time coming, he discussed Blizzard Brawl and some of the other matches on the card and why it's a can't miss event, his loudest reaction he's had to either your entrance or moves, who else do you look up to in Pro Wrestling and Why, having David Herro as a mentor in the business, plus more!Follow @MikeCurkov on IGFor the Official PWE Shirt shop at -Fightlete/ PWE PWE Report Shirt (prowrestlingtees.com)For Exclusive Pro Wrestling Articles and Updated Results for WWE, NXT, AEW, and Impact WrestlingLike the Facebook Page- / pwepodcast And Support your favorite Independent Wrestlers by buying Shirts and More at https://www.prowrestlingtees.com/Become a supporter of this podcast: https://www.spreaker.com/podcast/pro-wrestling-enforcer-podcast--3307124/support.
And we are thrilled to have with us today two fabulous investors in global equities. David Herro is here from Harris Associates. He is a longtime portfolio manager at Oakmark International and Oakmark International Small Cap. Rajiv Jain, to David's left, is here from GQG Partners, which he founded in 2016. Both of these gentlemen have strategies that are rated Gold by Morningstar's Manager Research team. So, we're really excited to have them here and to dig into international investing and the case for international investing.BackgroundDavid Herro BioOakmark International InvestorOakmark International Small Cap InvestorRajiv Jain BioGQG Partners Global Quality EquityGQG Partners Emerging Markets EquityInternational Funds, Interest Rates, and More“Going Where the Value Is Greater: International Equities,” by David Herro, oakmark.com, Jan. 4, 2024.“Bloomberg Interview: Rajiv Jain Spotlights Nvidia, Discusses Elections, India's Potential, and China,” GQG.com, June 11, 2024.“Fund Manager Rajiv Jain Takes $2.8bn Bet on Middle Eastern Stocks,” by Jennifer Hughs and Brooke Masters, ft.com, Jan. 14, 2024.“The Harrowing Story of a Top Manager's Biggest Investing Mistake,” by Gregg Wolper, Morningstar.com, Aug. 30, 2023.“David Herro's 1st-Quarter International Equity Market Commentary: Granolas, Japan, and Crypto—Why We Don't Chase Momentum,” by Sydnee Gatewood, gurufocus.com, April 9, 2024.“Billionaire Fund Manager Griffin Predicts Fed Rate Cuts in 2024,” by Dan Weil, thestreet.com, May 7, 2024.“Jamie Dimon—Head of US' Largest Bank—Warns of 8% Interest Rates Along With Recession,” by Derek Saul, forbes.com, April 8, 2024.
Harris Associates Deputy Chairman, Partner and International Equities CIO David Herro discusses the European banking sector, the economic outlook on the continent and the American productivity experiment. He speaks with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.
David Herro, longtime manager of the Oakmark International fund, shares stock picks. And Jack examines a Wizard-related call from Wall Street. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today marks a make or break moment for mega-cap tech stocks with Alphabet and Microsoft reporting after the bell. Adam Parker of Trivariate, Bryn Talkington of Requisite Capital and Malcolm Ethridge of CIC Wealth give their expert takes on the big tech run. Plus, David Herro of Oakmark Funds breaks down what he is calling the most undervalued sectors globally. And, Bob Iger coming under fire amid the Hollywood strikes. Brian Cranston is the latest in a growing chorus of criticism aimed at the Disney CEO… we'll tell you what he said and what it could mean for the stock.
David Herro, portfolio manager of Oakmark International and Oakmark International Small Cap Funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.
David Herro, portfolio manager of Oakmark International and Oakmark International Small Cap Funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.
David Herro, portfolio manager of Oakmark International and Oakmark International Small Cap Funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.
David Herro, portfolio manager of Oakmark International and Oakmark International Small Cap Funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Michael Darda, MKM Holdings Chief Economist & Market Strategist, says it is wrong to assume that inflation problems would go away with with lower crude prices. David Herro, Harris Associates Chief Investment Officer for International Equities & Portfolio Manager, says Credit Suisse should be given a chance to turn things around. Jonathan Golub, Credit Suisse Securities Chief US Equity Strategist, says the level of concern in the market is much higher than the underlying backdrop. Ellen Wald, Atlantic Council Senior Fellow, says we've got a recipe for oil prices to keep rising. See omnystudio.com/listener for privacy information.
Hosts Guy Johnson and Eddie van der Walt speak with Bloomberg's Alex Webb and June Grasso. Plus, they hear from BP CEO Bernard Looney and Harris Associates CIO for International Equities, David Herro.
David Herro, portfolio manager of Oakmark International and Oakmark International Small Cap Funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.
David Herro joins the show to talk about WrestleMania with Bart.
8 AM - Bart talks about the scheduling problems caused by Duke-UNC. He also talks with David Herro about WrestleMania.
David Herro, portfolio manager of Oakmark International and Oakmark International Small Cap Funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Loretta Mester, Federal Reserve Bank of Cleveland President, says the economy is on a really good track and that inflation looks more persistent going forward. David Herro, Harris Associates Chief Investment Officer for International Equities, expects European investments to do well as the economy opens up. Brent Schutte, Northwestern Mutual Chief Investment Strategist, thinks the market has legs to go higher in the near term. Amrita Sen, Energy Aspects Chief Oil Analyst, expects summer oil demand to be strong after omicron subsides. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
The Crusher (Reginald Lisowski), music from Red Pants, review of Badger State Brewing "BRW-SKI", and special interview with David Herro.
This next guest has had his hands in many things over the years. He started out with owning a store called Herro's Sports Page, then as things progressed to Co-Hosting "The Pro Wrestling Report from 2011-17 (SInclair Broadcast Group & ESPN Milwaulkee). Also he has had his promotion for over 15 years & this year at his major show "Blizzard Brawl" on December 4th, 2021 @ Waukesha County Expo Center, they raised funds for Funds forUnited for Waukesha Community Fund. Please welcome, David Herro! David Herro Social Media: Twitter: @DavidHerroShow & @DavidHerro, Great Lakes Championship Wrestling @BlizzardBrawl Instagram: @thedavidherro Crazy Train Radio Facebook: www.facebook.com/realctradio Instagram: @crazytrainradio Twitter: @realctradio YouTube: www.youtube.com/crazytrainradio --- Support this podcast: https://anchor.fm/crazytrainradio/support
Legendary Milwaukee wrestling promoter and personality David Herro joins Windy City Slam Podcast to promote Blizzard Brawl, coming to Waukesha, Wis., on Dec. 4, getting into the business, how he is so well connected to many big-time wrestlers, his son Kal's burgeoning career and much more. Plus, Mike offers his opinion on WWE Survivor Series and reports on the Chicagoland independent scene, including Freelance Wrestling, Chicago Style Wrestling, AAW Pro and more. Mike Pankow is a wrestling super-fan who covers local Chicagoland wrestling and national promotions like AEW and WWE. If there is something going on in Chicago, Mike knows about it. Enjoy "Wrestling, Chicago-Style" on The Broadcast Basement On-Demand Radio Network! Music by Jason Shaw on Audionautix.com. Get your local wrestling fix every Tuesday everywhere podcasts can be found and always at WindyCitySlam.com!
David Herro, portfolio manager of Oakmark International and Oakmark International Small Cap Funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.
Brian Deese, White House Director of the National Economic Council, discusses what to expect from President Biden's infrastructure plan and why we need it. Derek Jeter, Miami Marlins CEO, and Anthony Hsier, LoanDepot CEO, discuss their naming partnership, the future of the Miami Marlins and the evolution of baseball. Christine Lagarde, European Central Bank President, tells Bloomberg's Francine Lacqua that the market can the ECB's resolve as much as it wants. David Herro, Harris Associates Partner, Deputy Chairman, Portfolio Manager and Chief Investment Officer of International Equity, says there is the potential for a Swiss powerhouse bank. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
David Herro, Harris Associates CIO of International Equity, says Europe is beginning to see normalized light at the end of this dark economic tunnel. Richard Haass, Council on Foreign Relations President, says President Trump has to step up to the moment and stop the divisive tweets and personal attacks. Ethan Harris, Bank of America Merrill Lynch Head of Global Economics Research, says data shows we are starting to move off the economic bottom. Meredith Sumpter, Eurasia Group Head of Research Strategy, says emerging market economies will struggle to balance with the competing pressures from the U.S. and China. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Amrita Sen, Energy Aspects Chief Oil Analyst, says supply recovery is likely to lag the rise in demand for oil. Valdis Dombrovskis, European Commission Vice President, says the bank consolidation process is already gradually happening in Europe. David Herro, Harris Associates Chief Investment Officer of International Equities, says the greater the spread between growth and value, the better the future looks. Robert Shiller, Yale University Professor and Nobel Laureate in economics talks about how human psychology amid the pandemic could play out in the stock market. Neysa Ernst, Johns Hopkins Hospital Department of Medicine Nurse Manager, says training the non-ICU nursing workforce to safely care for COVID-19 ICU patients has been going well. Kathy Hochul, New York Lieutenant Governor, says she is working with Governor Cuomo to rebuild a better New York City and New York State than before coronavirus. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
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 take a turn under the new leadership of incoming CEO Thomas Gottstein. Lawrence Kudlow, National Economic Council Director, says the U.S. is engaged with China over export purchases. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, explains why interest rates are just one piece of the dollar puzzle. Henrietta Treyz, Veda Partners Managing Partner & Director of Economic Policy Research, says she doesn't think the phase one trade deal will come. David Herro, Harris Associates CIO of International Equities, discusses his outlook on the U.S. economy, as well as his expectations for the S&P sectors. Gregory Zuckerman, author of "The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution," outlines the advantages of quantitative thought. And Craig Moffett, Moffettnathanson Founding Partner & Senior Research Analyst, explains his early morning bear call on AT&T. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
If you are a professional wrestler then you know who David Herro is. And if you love professional wrestling chances are you have either seen him or seen his influence. But either way you are about to learn a whole lot more about my SUPER FRIEND David Herro.
Andreas Utermann, Allianz Global Investors CEO, and David Herro, Harris Associates CIO of International Equities, debate active and passive investment. Philippe Reines, Former Hillary Clinton Adviser, says Republicans are now less focused on social values and more on economics. Mark Connors, Credit Suisse Managing Director and Global Head of Portfolio & Risk Advisory, discusses upcoming challenges for hedge funds. Kate Warne, Edward Jones Investment Strategist, sees more investment opportunities outside of the U.S. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
David Herro, Harris Associates CIO of International Equities, highlights the importance of patience in investing, especially in periods like last year when certain sectors got highly devalued. He also discusses the merger of Deutsche Bank and Commerzbank and how he expects this to help European banks from a price perspective. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Ebrahim Rahbari, Citi Global Head of Content & G10 FX Strategy, says confidence in Draghi is diminishing. David Herro, Harris Associates CIO of International Equities, thinks European stocks are especially undervalued today. Toby Moskovitz, Heritage Equity Partners President & Founder, proposes that Amazon creates a requirement for local hiring and job training. Dana Telsey, Telsey Advisory Founder, says product innovation contributes Macy's strong earnings. David Rubenstein, Carlyle Group Co-Chairman & Co-Founder, previews his interview with Former Fed Chair Alan Greenspan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Lara Rhame, FS Investments Chief U.S. Economist, says the new U.S.-Mexico trade agreement is a re-branding of NAFTA. Mary Lovely, Peterson Institute for International Economics Senior Fellow, says the current administration is creating 'Fortress America' with tariffs. David Herro, Harris Associates CIO of International Equities, says underlying business conditions have been more than acceptable. And Greg Giroux, Bloomberg Government Elections Reporter, previews the midterm election primaries in Arizona, Florida, and Oklahoma today. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Yalman Onaran, Bloomberg Senior Writer, and Janet Henry, HSBC Global Chief Economist, wrap bank earnings and provide an outlook for 2018. John Hudak, Brookings Governance Senior Fellow, says we're at a crossroads in U.S. politics in regards to infrastructure spending. David Herro, Harris Associates CIO for International Equity, says there is still space for Glencore to re-rate. Kristina Hooper, Invesco Chief Global Market Strategist, says there are definitely animal spirits about tax reform still. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Richard Ben-Veniste, a partner at Mayer Brown and a former Watergate special prosecutor, says George Papadopoulos's indictment was a surprise and that Robert Mueller is running an efficient and appropriate investigation. Prior to that, Richard Clarida, a strategic advisor at PIMCO, says President Trump is choosing from the right group of people in the Fed Chair shortlist. Greg Valliere, Horizon Investments' chief global strategist, says anyone that's been in contact with Papadopoulos will be questioned by the FBI. David Herro, Harris Associates' CIO of international equity, says making Christopher Bailey an executive at Burberry was a mistake. Finally, Jeff Jarvis, a journalism professor at CUNY Graduate School, says it's too early to start government regulation of the internet. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
We need to focus on getting workers the skills they need for the jobs that need filling, David Herro, Harris Associates' CIO of international equity, says. Michael R. Bloomberg, founder and majority owner of Bloomberg LP, and Daniel Huttenlocher, dean of Cornell Tech, discuss the university's new campus on Roosevelt Island. Finally, Gene Munster, co-founder of Loup Ventures, says Apple is defying the laws of physics in pricing its products. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Douglas Brinkley, a historian and professor at Rice University, says there's a fierce hatred between Americans. Prior to that, Senator Benjamin Cardin, a Democrat from Maryland, says more people need to speak out against President Trump. David Herro, Harris Associates' CIO of international equity, says there are still opportunities in Italian banks. Republican Representative David Reichert says Trump's Charlottesville remarks were concerning. Finally, Chuck Robbins, the CEO of Cisco, says the company's transition to software is speeding up. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
David Herro, Harris Associate's CIO of international equity, says the European economy is finally seeing a spark. Prior to that, Christopher Grisanti, founder of Grisanti Capital Management, says the Discovery-Scripps deal is desperation not to be left behind. Charles Gabriel, founder of Capital Alpha Partners, says the health-care bill is "mostly dead." Finally, PIMCO's Joachim Fels says Trump is winning the "cold currency war." Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Margrethe Vestager, the European commissioner for competition, says Google demoted rivals in favor of Google Shopping. Prior to that, Neal Soss, Credit Suisse's vice chairman of global fixed income, says infrastructure is the way to get GDP higher than 2 percent. David Herro, CIO of international equity at Harris Associates, says Google is a strong, virtuous business but there's concern about privacy. Finally, David Kotok, CEO of Cumberland Advisors, says Amazon's Whole Foods purchase made sense and that more "unusual" consolidations are on the way. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Ryanair CEO Michael O'Leary says British Airways' problems lie in its disaster recovery program, not outsourcing. Prior to that, Tobias Levkovich, Citigroup's chief U.S. equity strategist, says a lack of productivity is disturbing. Charles Calomiris, a professor at Columbia Business School, says Trump's instincts on financial regulation are right, even though his ideas aren't fully formed. David Herro, Harris Associates' CIO of International Equity, says we've been using monetary policy incorrectly and relying on it too much. Finally, Graham Allison, a professor at Harvard's Kennedy School, says ensuring that NATO is a good partner with the U.S. will be difficult and take a long time. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
David Herro, CIO at Harris Associates, says European financial stocks will do well and BNP Paribas is still a good value. Prior to that, Adair Turner, former chairman of the U.K. Financial Services Authority, says countries want to stay in the Paris Climate Accord. Shahab Jalinoos, the head of FX strategy at Credit Suisse, says an Emmanuel Macron presidency will generate optimism in European reform. Finally, Stan Collender, MSLGroup's executive vice president, says a government shutdown is possible, but unlikely. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
David Herro, CIO of Harris Associates, says Germany is one of the worst markets for banking because it has a competitive marketplace. Prior to that, Tobias Levkovich, Citigroup's chief U.S. equity strategist, says the reaction to Trump's election in markets have been off-the-cuff and not real investing. Finally, Joachim Fels, PIMCO's global economic advisor, says 3-to-4 percent growth is unrealistic now. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
David Herro, Harris Associates' deputy chairman and CIO, says valuations aren't overpriced. Prior to that, Jonathan Golub, RBC Capital Markets' chief U.S. market strategist, says inflation expectations are rising and there's no sign of a looming recession. Dr. Steve Corwin, president and CEO of NewYork-Presbyterian Hospital, discusses the debate over Obamacare and says access to care isn't insurance. Finally, Thomas Wright, the director of the Project on International Order and Strategy at the Brookings Institute, says President Trump is looking to see what he can tear up. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Austan Goolsbee, former chairman of the White House Council of Economic Advisers, says the TPP was a renegotiation of NAFTA and that trade wars would be a "disaster." Prior to that, Dean Curnett, CEO of Macro Risk Advisors, says volatility due to politics has been increasing and it's challenging to know how and when some of these risks will make their way into markets. Former HHS Secretary Mike Leavitt says President Trump and the GOP will focus on Medicaid. Finally, David Herro, CIO of Harris Associates, says non-U.S. stocks are more attractive than U.S. in valuation. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Barry Eichengreen, a professor at UC Berkeley, says faster growth heals a lot of wounds economically and politically. Prior to that, Gideon Rose, editor of Foreign Affairs Magazine, says Donald Trump picking Rex Tillerson for Secretary of State suggests a change in relations with Russia. Then, David Herro, Harris Associates' CIO, says BNP Paribas, Credit Suisse and Lloyds are attractively priced. Finally, Charles Plosser, former president of the Philadelphia Federal Reserve Bank, says productivity is the big concern. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Steve Rattner, Willett Advisors' chairman, says Donald Trump's policies can transform the U.S. economy. Prior to that, John Burns of John Burns Real Estate Consulting, says the housing market is recovering and new home buyers are slowly entering the market. And Harris Associates' David Herro says that Trump was able to convince Americans that he understands them. Narayana Kocherlakota, a Bloomberg View contributor and former president of the Federal Reserve Bank of Minneapolis, says the central bank has tools to dampen inflationary risk. Finally, Rhode Island Governor Gina Raimondo says the federal government needs to step up with infrastructure spending because states can't afford to bear the entire burden. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
On election day 2016, Tom Keene and David Gura talk to Yale professor Stephen Roach, who says the decency of the American people will prevail when choosing the next president. Then they speak with Greg Valliere, Horizon Investments' chief global strategist, who says the GOP may split into two major parties after the U.S. election. Also, Harris Associates' David Herro says a Clinton presidency and a GOP congress is the best market outcome. Finally, Dennis Gartman, editor of the Gartman Letter, says he's a big fan of gridlock -- and that a Clinton presidency with a Republican House and Senate is the best of all worlds. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
HSBC's Steven Major says we should expect lower yields to last longer. Eurasia Group's Callum Henderson says the weaker sterling is a positive bias for markets. David Herro, partner and chief investment officer at Harris Associates, says Credit Suisse shares are too cheap and expects a consolidation in banking as a result of regulation. Ian Shepherdson, chief economist at Pantheon Macroeconomics, says the sterling is set to drop substantially. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Tom Keene and Francine Lacqua, filling in for Michael McKee, bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss monetary policy with RBS' Howard Davies; banks with Harris Associates' David Herro; and central banks with Allianz's Mohamed El-Erian. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they talk about the economy after Brexit with Deutsche Bank's Peter Hooper; European investment with Harris Associates' David Herro; and the future of Wall Street with CSLA Americas' Michael Mayo. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Harris Associates' David Herro discusses investments in Glencore and Credit Suisse. He joins Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Harris Associates' David Herro discusses markets and how things are getting a little better. He speaks with Michael McKee and Francine Lacqua on Bloomberg Surveillance Learn more about your ad-choices at https://www.iheartpodcastnetwork.com