Ben Emons

Ben Emons, a senior portfolio manager at Newedge Wealth, dives into the booming world of private credit, discussing its rapid growth and competition with traditional lending. He reveals how private credit can offer unique advantages to investors, particularly in a rising rate environment. Emons also highlights the implications of recent regulations that have pushed companies towards private financing, and warns of potential risks to the economy as this asset class expands. With banks now getting involved, the landscape is shifting dramatically.

Ben Emons, a senior portfolio manager at NewEdge Wealth and former PIMCO expert, dives into the current state of the banking system post-crisis. He outlines concerns over a potential credit crunch and its implications for the U.S. economy. The discussion covers the impact of rising interest rates on lending practices, the differences between private and traditional lending, and the evolving mortgage market. Emons also sheds light on the crucial role of the repo market during financial disruptions and how these elements shape investor behavior today.

Katia Dmitrieva, a Bloomberg Asia Economics Correspondent, joins Ben Emons, Founder and CIO at FedWatch Advisors, and Minxin Pei, a Bloomberg Opinion Columnist. They delve into China's recent monetary policies, examining unprecedented interest rate cuts and relaxed lending. The discussion highlights China’s efforts to stimulate growth amid low consumer demand and a troubled real estate sector. Insights on market dynamics, inflation trends, and the impact of technology on business success add depth to their analysis of economic resilience in Asia.

Ira Jersey, Chief US Interest Rate Strategist at Bloomberg Intelligence, joins the conversation to discuss the implications of recent PCE data on potential Fed rate cuts. Ryan Gould, Deals Reporter, explores Intel's strategies amid competitive pressures, including a possible restructuring. Ben Emons, CIO and founder of Fed Watch Advisors, offers his market outlook. The group also chats about the evolving labor market, AI's impact on employment, and the shifting demands for workplace flexibility in a post-pandemic world.

Michael McKee, Bloomberg's international economics correspondent, joins Joanie Bily, chief workforce analyst at Employbridge, to dissect the July jobs report amidst market selloff. They discuss rising unemployment and shifts in labor participation. Matt Stucky shares insights on volatile markets, while Bill Lee analyzes the implications of Fed interest rate policies. Ben Emons uncovers investment strategies under current conditions, and the group reflects on Amazon's and Apple's earnings amid evolving tech landscapes and economic signals.

Ben Emons, Founder and CIO of FedWatch Advisors, discusses the crypto market's response to cooling inflation in the latest CPI report. Topics include Fed's rate adjustments, market trends, importance of economic data vs. forward-looking indicators, and Federal Reserve's focus on managing inflation.

Lisa Jarvis talks about testing farmers for bird flu, Erica Adelberg discusses mortgage lending, Ben Emons covers the latest on markets, and Marc Morial reflects on George Floyd's death and changes in law enforcement tactics.

NewEdge Wealth senior portfolio manager Ben Emons discusses the trend in metals market driven by AI and the correlation between digital assets and macroeconomic conditions. Insights on portfolio allocation strategies and the possibility of a rate hike in the U.S.

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Guest Ben Emons, senior portfolio strategist at NewEdge Wealth, discusses market conditions and portfolio allocation strategies, including sectors to invest in. Geopolitical factors impacting the US economy, trading presidential elections through stocks, and the outlook for Bitcoin after potential spot Bitcoin ETF approval are also covered.