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.

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.

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BlackRock’s Russ Koesterich Talks June Rate Cut Prediction

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/65ed6c6e-9671-4cf9-bae4-b1160104b78a/transcript

SMBC Nikko Securities America  chief economist for the Americas Joe Lavorgna speaks inflation, US economy, and bond market with Bloomberg's Tom Keene and Paul Sweeney. 

<a href="https://www.bloomberg.com/quote/0281878D:US" data-component="link"></a><a href="https://www.bloomberg.com/quote/0281878D:US" data-component="link">SMBC Nikko Securities America&nbsp; c</a><a href="https://www.bloomberg.com/quote/0281878D:US" data-component="link"></a>hief economist for the Americas Joe Lavorgna speaks inflation, US economy, and bond market with Bloomberg's Tom Keene and Paul Sweeney.&nbsp;

Joe Lavorgna Talks US Economy, Bond Market

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9c563f65-3c80-4def-b577-b44f00f22cc5/transcript

Veteran strategist Jeff Currie said the world is in the early stages of a commodity supercycle that may last another decade or more as the artificial intelligence buildout collides with chronic underinvestment in energy and materials capacity. Currie said the energy sector presents “the biggest asymmetric trade in modern finance” because oil companies are returning a 15.5% free cash flow yield while hyperscalers have none. He speaks with Bloomberg's Jonathan Ferro and Annmarie Hordern. 

Veteran strategist Jeff Currie said the world is in the early stages of a commodity supercycle that may last another decade or more as the artificial intelligence buildout collides with chronic underinvestment in energy and materials capacity.&nbsp;Currie said the energy sector presents &ldquo;the biggest asymmetric trade in modern finance&rdquo; because oil companies are returning a 15.5% free cash flow yield while hyperscalers have none. He speaks with Bloomberg's Jonathan Ferro and Annmarie Hordern.&nbsp;

Jeff Currie Talks AI Boom and Commodities

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2f5b2f7c-fb12-4f76-80f3-b44f00f22cc5/transcript

Liberty Media President & CEO Derek Chang speaks on the media landscape with Bloomberg's Lisa Abramowicz from the JPMorgan Technology, Media, and Communications Conference in Boston. 

Liberty Media President &amp; CEO Derek Chang speaks on the media landscape with Bloomberg's Lisa Abramowicz from the JPMorgan Technology, Media, and Communications Conference in Boston.&nbsp;

Liberty Media CEO Derek Chang

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8f29dde7-c59f-44c9-810f-b44f00f22cb1/transcript

BlackRock’s Russ Koesterich Talks June Rate Cut Prediction

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