Derek Wallbank’s Post

Verdence Chief Investment Officer, Megan Horneman joined Bloomberg TV today discussing labor market weakness, pullback in consumer spending, credit card delinquencies, and consumer strain. Watch the video now and subscribe to all YouTube alerts! https://hubs.la/Q02JPZ_L0 #marketinsights #economy #bloombergtv

Julie Biel, CFA appeared on CNBC 'Fast Money' and discussed her market outlook and how it's important to be thoughtful of the fundamentals. Julie highlights that there is so much uncertainty and that it's hard to know which way we're going. For more, watch Julie's appearance: https://bit.ly/3TMvuvV #KARInsights #markets #investing

@Julie Biel, CFA appeared on @CNBC 'Fast Money' and discussed her market outlook and how it's important to be thoughtful of the fundamentals. Julie highlights that there is so much uncertainty and that it's hard to know which way we're going. For more, watch Julie's appearance: https://bit.ly/3vmF9zn #KARInsights #markets #investing

I'm on Bloomberg TV in an hour (between 12:20 and 12:50 Pacific) talking about the Synapse mess. Link below!

Megan Horneman, our Chief Investment Officer, joined Bloomberg News this morning to discuss the factors she sees shaping the global economy. Megan provided her view of the Federal Reserve's actions, the dynamics of the treasury curve, and the stock market's reaction. How should investors set expectations for earnings? Watch Here: https://lnkd.in/eMkaHD5C #marketoutlook #investingstrategies #valuationcorrection #recessionrisk #Fedpolicy #stockmarket #earningsoutlook #equitymarkets #earningsgrowth #treasurycurve

Why Chubb? Well, here are a few good reasns. Navigating the Future of Insurance with Evan Greenberg! Here’s an insightful episode of CNBC's "Mad Money" featuring Evan Greenberg, the dynamic CEO of Chubb. Greenberg's take on the evolving landscape of insurance was nothing short of enlightening. Here's a quick rundown of what stood out: *Climate Change & Insurance Volatility* Greenberg highlighted how climate change is drastically impacting insurance costs. With more frequent natural disasters, the industry is facing unprecedented volatility. *Inflation & Litigation* Beyond the environmental factors, general inflation and increased litigation are pushing insurance prices upward. Navigating these challenges requires innovative strategies and resilience. *Strategic Moves & Endorsements* Did you know that Chubb's shares recently surged after Warren Buffett's Berkshire Hathaway revealed a significant stake in the company? This endorsement speaks volumes about Chubb's robust market position and future potential. Greenberg's leadership and vision are truly shaping the future of the insurance industry. For those interested in the intersection of business strategy and environmental factors, this is a must-watch interview! #Insurance #Leadership #ClimateChange #BusinessStrategy #EvanGreenberg #MadMoney #Chubb

"IF" you want to learn don't follow narratives, follow a process. Bloomberg generates pure narrative click bait. Bloomberg thought it was a good idea to "lock down" economy & stimulate with $8 Trillion dollars. Bianco shows the numbers and the process. You can choose Blue Pill or Red Pill. Hedgeye Risk Management, LLC Danielle DiMartino Booth #jobs #economy #yieldcurve #bonds #banks #loans #housing #realestate #mortgage #riskmanagement #layoffs #economy #federalreserve #AI #NVDA #MSFT #CELH #TECH #smallbiz #smallbusiness

Looking forward to being tomorrow morning at 8.10am CET on the Bloomberg TV European Open show and at 8.40am CET on Bloomberg Radio to discuss markets and latest trends. Tune in! #bloomberg #financialmarkets #investing

🧐 Jim James Bianco has the same views on #bonds as I do (or maybe it's vice versa I'm not sure ;) that the market calls a 'higher for longer' yield environment (but you can simply call it a 'jucy' yield or carry on bonds as well ;) 📰 For more read the Bloomberg Surveillance Newsletter as well as my previous article on LinkedIn below 👓 (see that also down in the comments 👇 👌 ;) https://lnkd.in/dQvJ4e-u

Here's the video of my Bloomberg BNN MarketCall episode from yesterday. Lots of sideways charts addressed this time! https://lnkd.in/gBv6QAVc