Podcast appearances and mentions of russ koesterich

Florida's National Committeeman Peter Feaman was back on VERONICA LIVE to brief VERONICA on all the breaking political stories. We discussed President Trump's recent New York City $355 million civil fraud verdict, Fani Willis, the Republican National Committee and so much more. Always a stellar discussion with this uber political patriot who is fighting for America.Excellent discussion with Texas Congressional Candidate Jared Lovelace on VERONICA LIVE. Jared a former Army Ranger, discussed why he is running and issues he is supporting. Great discussion with this Veteran that wants to represent Texans in Congress. Russ Koesterich BlackRock's Portfolio Manager of the $50 Billion Global Allocation Fund was back on VERONICA LIVE to discuss job growth, our economy, inflation and if we need to worry about a recession. Outstanding discussion with this financial leader.Linda Cope, founder of Warrior Beach Retreat was back on VERONICA LIVE to discuss the upcoming Bay County Parade and Ceremony featuring special guest American Patriot Lieutenant Colonel Allen West. This nonprofit works hard on behalf of combat wounded veterans. Statesman John Salak served as my superior Wingman for today's show. We discussed all the hot political stories of the week to include the Trump court cases including Dem darlings Fani Willis and Letitia James,the impeachment of Secretary Mayorkas, Russia's Space Nuke, General Milley being hired by JP Morgan, and so much more.

BlackRock Global Allocation Fund Portfolio Manager Russ Koesterich discusses his expectation that the Fed will cut rates in June even after a hotter-than-expected January CPI report and says now is the time to stay long equities. He speaks with Bloomberg Surveillance hosts Jonathan Ferro and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

BlackRock Global Allocation Fund Portfolio Manager Russ Koesterich discusses his expectation that the Fed will cut rates in June even after a hotter-than-expected January CPI report and says now is the time to stay long equities. He speaks with Bloomberg Surveillance hosts Jonathan Ferro and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

As 2024 quickly approaches, our conversation offers perspective on the current market and macro environment heading into year end, as well as what 2024 might have in store for investors. We also spend time discussing asset allocation preferences and positioning ideas. Featured are Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Russ Koesterich, Managing Director, Portfolio Manager, and member of the Global Allocation Team with BlackRock. Host: Daniel Cassidy

Dr. Daniel Fields, Stand with Israel AdvocateRuss Koesterich, Blackrock - Managing Director and Portfolio Manager discusses the economy.Vince Everett Ellison, Author of Crime Inc.: How Democrats Employ Mafia and Ganster Tactics to Gain and Hold PowerMayor Michael "Doc" Rohan of Panama City, FloridaDoug Crosby, Candidate for Bay County Commissioner for District 3

Michelle Meyer, Mastercard Economics Institute US Chief Economist, says the consumer has more purchasing power due to labor market strength and savings. Peter Tchir, Academy Securities Head of Macro Strategy, says market positioning can change on a dime. Russ Koesterich, Blackrock Global Allocation Fund Portfolio Manager, says stocks can have a decent year ahead. Dan Ives, Wedbush Senior Equity Analyst, says a lot of tech names continue to move higher because of fundamentals and demand holding up.  See omnystudio.com/listener for privacy information.

Seth Carpenter, Morgan Stanley Global Chief Economist, says he's looking for a soft-ish landing from the Fed. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says big tech is ridiculously profitable despite headwinds. Tom Forte, DA Davidson Senior Research Analyst, discusses Amazon's plan to cut more than 18,000 jobs. Wendy Schiller, Brown University Taubman Center for American Politics Policy Director, says the GOP appears to be in disarray after 20 Republicans voted against Kevin McCarthy's bid for House speaker.  See omnystudio.com/listener for privacy information.

As 2023 quickly approaches, our conversation offers perspective on the current market and macro environment heading into year end, as well as what 2023 might have in store for investors. We also spend time discussing asset allocation preferences and positioning ideas. Featured are Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Russ Koesterich, Managing Director, Portfolio Manager, and member of the Global Allocation Team with BlackRock. Host: Daniel Cassidy

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, remains cautious on risk and underweight stocks. Kallum Pickering, Berenberg Senior Economist, says it's hard to label UK market moves as panic. Jordan Rochester, Nomura G-10 FX Strategist, says the pound will continue its slide against the US dollar without intervention from the Bank of England and a shift in UK fiscal policy. Steven Wieting, Citi Global Wealth Chief Investment Strategist & Chief Economist, discusses the outlook for US corporate earnings, employment, and Federal Reserve policy. See omnystudio.com/listener for privacy information.

David Malpass, World Bank President, says the West needs to prioritize less carbon-intensive energy sources. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says the key message in this market is patience. Amrita Sen, Energy Aspects Director of Research, says the oil market is defined by under-investment. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says valuations are at a much more reasonable place than they were a year ago. See omnystudio.com/listener for privacy information.

Daniel Yergin, IHS Markit Vice Chairman, says the behavior of markets will act as a sanction against Russian energy. Jane Foley, Rabobank Head of FX Strategy, expects a lot of downside pressure to remain on the ruble. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says we're living in a world with two-sided risk, but there is still underlying strength in the economy. Daniel Tannebaum, Oliver Wyman Head of Americas Anti-Financial Crime, says Russia may fall out of the G-20. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says BlackRock's Base Case is still for equities to move higher. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says to buy the dip on some technology stocks. Lisa Hornby, Schroders Head of U.S. Multi-Sector Fixed Income, says they are being more cautious in their approach to risk-taking. George Friedman Geopolitical Futures Founder & Chairman, says Vladimir Putin is more interested in splintering NATO than invading Ukraine. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, says we're approaching the moment where we're going to see Covid start to fade into the background. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

This month Frank Congilose, C and A Financial Group, welcomes Russ Koesterich, CFA, JD, from BlackRock. At BlackRock Russ is Managing Director and portfolio manager, and is a member of the Global Allocation team.  In this episode Frank and Russ discuss the current state of the market, what has happened in the past two years during the pandemic, and some insight into the direction of the market going forward.2022 -132935.

Christyan Malek, JPMorgan EMEA Oil & Gas Research Head, says shale is in a straitjacket right now. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says sectors are going to matter in the new year. Helane Becker, Cowen Senior Research Analyst, warns that there may be some airlines that won't be able to survive if the U.S. implements travel curbs similar to Europe. Mike Darda, MKM Chief Economist and Market Strategist, says the U.S. labor market is tightening at a rapid pace. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says stock picking is back. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, prefers equities over gold as an inflation hedge. Dan Ives, Wedbush Securities Senior Equity Research Analyst, expects GM to be a big participant in the electric vehicle transformation. Julia Coronado, President & Founder of Macropolicy Perspectives, discusses a Bundesbank after Jens Weidmann. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says markets will climb higher for the end of the year and explains the risk factors he sees and where he has been trimming exposure. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, discusses winter outlook on Covid-19 and the confusion around booster shots. Thomas Costerg, Pictet Wealth Management Senior Economist, says he's positive on U.S. Growth as data shows an unexpected August increase in retail sales. Richard Thaler, Chicago Booth School Professor of Economics, Nobel Laureate and Co-Author of "Nudge: The Final Edition," discusses the biases and blunders of Covid-19. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Esther George, Federal Reserve Bank of Kansas City President, says it's time to get started on scaling back bond buying even though the delta variant poses a risk. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, expects yields back up a bit by year's end. Darrell Cronk, says September is going to be a white-knuckle event. Sam Stovall, CFRA Chief Investment Strategist, says the market is vulnerable to some sort of upset. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Esther George, Federal Reserve Bank of Kansas City President, says it's time to get started on scaling back bond buying even though the delta variant poses a risk. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, expects yields back up a bit by year's end. Darrell Cronk, says September is going to be a white-knuckle event. Sam Stovall, CFRA Chief Investment Strategist, says the market is vulnerable to some sort of upset. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Sridhar Natarajan, Bloomberg Wall Street Reporter, discusses Morgan Stanley's biggest leadership reshuffle in more than a decade. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says he sees a Fed policy shift coming. Roger Bootle, Capital Economics Chairman and Founder, says he's worried about inflation complacency. Sen. Steve Daines, (R) Montana, says we have a labor crisis, not a job crisis. Ann Miletti, Wells Fargo Asset Management Head of Active Equity, says inflation fears will moderate. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Sridhar Natarajan, Bloomberg Wall Street Reporter, discusses Morgan Stanley's biggest leadership reshuffle in more than a decade. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says he sees a Fed policy shift coming. Roger Bootle, Capital Economics Chairman and Founder, says he's worried about inflation complacency. Sen. Steve Daines, (R) Montana, says we have a labor crisis, not a job crisis. Ann Miletti, Wells Fargo Asset Management Head of Active Equity, says inflation fears will moderate.

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, expects rates to continue to normalize. James Bevan, CCLA Chief Investment Officer, says U.S. stimulus could lead to the risk of a melt-up in markets. Rep. Gregory Meeks, (D) New York & House Foreign Affairs Committee Chair, says we must invest in the infrastructure of our nation. Ethan Harris, BofA Securities Head of Global Economic Research. Ethan Harris, BofA Securities Head of Global Economic Research, says the fade in growth won't be dramatic. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, expects rates to continue to normalize. James Bevan, CCLA Chief Investment Officer, says U.S. stimulus could lead to the risk of a melt-up in markets. Rep. Gregory Meeks, (D) New York & House Foreign Affairs Committee Chair, says we must invest in the infrastructure of our nation. Ethan Harris, BofA Securities Head of Global Economic Research. Ethan Harris, BofA Securities Head of Global Economic Research, says the fade in growth won't be dramatic.

Matthew A. Costanzo and BlackRock's Russ Koesterich discuss the contrasts we see in our economy, how those contrasts are reported in the media and the overall impact on our investment strategies and market performance. Russ Koesterich is one of three Portfolio Managers for the BlackRock Global Allocation Fund, and is the lead portfolio manager for BlackRock's GA Selects Managed Portfolio Strategies. Previously, Russ was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business, and formerly served as the Global Head of Investment Strategy for scientific active equities.

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says as long as the consumer continues to grow at its current pace, we can be "reasonably confident" we're not on the cusp of a recession. Peter Dixon, Commerzbank Global Equities Economist, says the European economy looks very sluggish compared to the United States. Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, explains why Jerome Powell will orchestrate a hawkish cut tomorrow. Cheryl Miller, AutoNation CEO, says the majority of vehicles are purchased on credit and she feels good about the consumer. And Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, says Beyond Meat is more like a technology company than a food one. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says as long as the consumer continues to grow at its current pace, we can be "reasonably confident" we're not on the cusp of a recession. Peter Dixon, Commerzbank Global Equities Economist, says the European economy looks very sluggish compared to the United States. Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, explains why Jerome Powell will orchestrate a hawkish cut tomorrow. Cheryl Miller, AutoNation CEO, says the majority of vehicles are purchased on credit and she feels good about the consumer. And Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, says Beyond Meat is more like a technology company than a food one.

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says inflation is low. Sonali Basak, Bloomberg TV & Radio Finance Reporter, discusses what's ahead for new Wells Fargo CEO Charles Scharf. Lindsay Newman, Chatham House U.S. and the Americas Programme Senior Research Fellow, says the partisan divide is key in impeachment proceedings. And Jane Foley, Rabobank Head of FX Strategy, discusses Brexit's impact on how the BOE will operate as October 31st nears.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says inflation is low. Sonali Basak, Bloomberg TV & Radio Finance Reporter, discusses what's ahead for new Wells Fargo CEO Charles Scharf. Lindsay Newman, Chatham House U.S. and the Americas Programme Senior Research Fellow, says the partisan divide is key in impeachment proceedings. And Jane Foley, Rabobank Head of FX Strategy, discusses Brexit's impact on how the BOE will operate as October 31st nears. 

Russ Koesterich, BlackRock's Global Allocation Team Portfolio Manager, says our economy is increasingly dependent on the consumer. Jeff Currie, Goldman Sachs Global Head of Commodities Research, says iron ore is the "canary in the coal mine." Sarah Halzack, Bloomberg Opinion Columnist, recaps Walmart earnings. John Herrmann, Mufg Securities Americas Director of U.S. Rate Strategy, says the U.S. job market is still resilient. And Julian Jackson, "De Gaulle" Author, discusses France's history and its reflection on present day politics.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Russ Koesterich, BlackRock's Global Allocation Team Portfolio Manager, says our economy is increasingly dependent on the consumer. Jeff Currie, Goldman Sachs Global Head of Commodities Research, says iron ore is the "canary in the coal mine." Sarah Halzack, Bloomberg Opinion Columnist, recaps Walmart earnings. John Herrmann, Mufg Securities Americas Director of U.S. Rate Strategy, says the U.S. job market is still resilient. And Julian Jackson, "De Gaulle" Author, discusses France's history and its reflection on present day politics. 

Russ Koesterich, BlackRock Global Allocation Team Portfolio Manager, is concerned about companies with business models dependent on a growing economy. Liz Young, BNY Mellon Investment Management Director of Market Strategy, thinks we have overdone this rally "a little bit." Liz McCormick, Bloomberg News FX & Bonds Reporter, discusses modern monetary theory. Marc Chandler, Bannockburn Global Forex Chief Market Strategist & Managing Partner, says Europe remains the weak sister. Haran Segram, NYU Leonard N. Stern School of Business Professor, breaks down how he valuates a tech company.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Russ Koesterich, BlackRock Global Allocation Team Portfolio Manager, is concerned about companies with business models dependent on a growing economy. Liz Young, BNY Mellon Investment Management Director of Market Strategy, thinks we have overdone this rally "a little bit." Liz McCormick, Bloomberg News FX & Bonds Reporter, discusses modern monetary theory. Marc Chandler, Bannockburn Global Forex Chief Market Strategist & Managing Partner, says Europe remains the weak sister. Haran Segram, NYU Leonard N. Stern School of Business Professor, breaks down how he valuates a tech company. 

For almost 50 years the simplest investment solution was often the best. A balanced portfolio of stocks and bonds provided most investors with a comfortable retirement. Unfortunately, this approach is now unlikely to work. Retirement is longer, private company pensions are a thing of the past and interest rates are at historic lows. Investors need a new plan and a new approach to organising their investments. My guest on the podcast today is Russ Koesterich, Managing Director and portfolio manager for the Global Allocation team at BlackRock. Russ is an industry veteran with more than 23 years’ experience in asset allocation and portfolio construction. In this episode we talk about asset allocation; the art of combining different investments to build a portfolio aligned with your objectives and respectful of your limitations. Asset allocation is so important because it's the driver of investment returns. In his new book, Portfolio Construction for Today's Markets, Russ addresses the current issues with asset allocation by describing the step-by-step approach to building a portfolio consistent with investor goals and suited to today’s market environment. This is what we cover in the podcast episode today and it's well worth a listen for all investors, especially those investing for retirement. Here’s my conversation with Russ Koesterich in episode 340 of Informed Choice Radio.

Burt Flickinger, Managing Director at Strategic Resource Group, on Walmart earnings and outlook. Russ Koesterich, head of asset allocation for BlackRock Inc.’s global allocation team, on market outlook and how he is allocating assets. Richard Conn, Managing Partner of Eurasia Advisors, on impact of the Mueller indictments on US-Russia relations, and what response would be effective in dealing with Moscow.Chris Burniske, Partner at Placeholder and advisor to ARK Investment Management, on why Venezuela's petro is not a true cryptocurrency. 

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says less than 20% of the global bond market yields 4%.  Komal Sri-Kumar, Sri-Kumar Global Strategies President and Founder, says you don't give money to the top 1%: the lower earners are the big consumers.Rep. Bill Pascrell, (D) New Jersey, says we're treating hardworking immigrants like second-class citizens. Dennis Gartman, Gartman Letter Editor and Publisher, says there's a fear we are starting a multi-decade bond bear market. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says less than 20% of the global bond market yields 4%.  Komal Sri-Kumar, Sri-Kumar Global Strategies President and Founder, says you don't give money to the top 1%: the lower earners are the big consumers.Rep. Bill Pascrell, (D) New Jersey, says we're treating hardworking immigrants like second-class citizens. Dennis Gartman, Gartman Letter Editor and Publisher, says there's a fear we are starting a multi-decade bond bear market.

Ahead of Wednesday's Fed meeting, Russ Koesterich, a global allocation fund manager at BlackRock, discusses criticisms of the U.S. central bank and says rates aren't an ideal tool for tackling income inequality. Toby Cosgrove, the president of the Cleveland Clinic, says people must recognize the magnitude of the opiod crisis and it's up to the state and federal governments to solve it. Douglas Holtz-Eakin, the president of the American Action Forum, discusses the deficit and its disservice to the overall economy. Finally, Gary Bettman, the commissioner of the National Hockey League, says new guidelines have opened up hockey to become a game of speed and skill.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Ahead of Wednesday's Fed meeting, Russ Koesterich, a global allocation fund manager at BlackRock, discusses criticisms of the U.S. central bank and says rates aren't an ideal tool for tackling income inequality. Toby Cosgrove, the president of the Cleveland Clinic, says people must recognize the magnitude of the opiod crisis and it's up to the state and federal governments to solve it. Douglas Holtz-Eakin, the president of the American Action Forum, discusses the deficit and its disservice to the overall economy. Finally, Gary Bettman, the commissioner of the National Hockey League, says new guidelines have opened up hockey to become a game of speed and skill. 

Arizona Senator Jeff Flake says many people are concerned about President Trump's chaotic White House atmosphere. Prior to that, Michael Shaoul, CEO of Marketfield Asset Management, says 2017 may be the best year for markets since 2009. Wendy Schiller, the chair of political science at Brown University, says established Republicans don't want to work for Trump. Russ Koesterich, a money manager at BlackRock, says OPEC isn't in control. Finally, Dennis Gartman, editor of the Gartman Letter, says the dollar is quietly and laboriously moving lower. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Arizona Senator Jeff Flake says many people are concerned about President Trump's chaotic White House atmosphere. Prior to that, Michael Shaoul, CEO of Marketfield Asset Management, says 2017 may be the best year for markets since 2009. Wendy Schiller, the chair of political science at Brown University, says established Republicans don't want to work for Trump. Russ Koesterich, a money manager at BlackRock, says OPEC isn't in control. Finally, Dennis Gartman, editor of the Gartman Letter, says the dollar is quietly and laboriously moving lower.

BlackRock's Russ Koesterich says that the jobs report is full of mixed messages. He joins Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Blackrock's Russ Koesterich & PIMCO's Scott Mather provide insight and analysis on the monthly U.S. jobs report. They join Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

BlackRock's Russ Koesterich says that gold is reasserting itself as a hedge. He joins Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

- Russ Koesterich, BlackRock Chief Investment Strategist - Please call 1-800-388-9700 for a free review of your financial portfolio

- Russ Koesterich, Chief Investment Strategist at BlackRock - Please call 1-800-388-9700 for a free review of your financial portfolio

- Russ Koesterich, Global Chief Investment Strategist at Black Rock - Please call 1-800-388-9700 for a free review of your financial portfolio

- Russ Koesterich, Chief Investment Strategist At BlackRock - Please call 1-800-388-9700 for a free review of your financial portfolio

Guests include John Millman, CEO of Sterling National Bank, Russ Koesterich, author of "The Ten Trillion Dollar Gamble" and Peter Sims, author of "Little Bets"