Bill Lee

Bill Lee, Chief Economist and Executive Director at the Milken Institute, discusses the Federal Reserve's monetary strategies and their influence on market trends. Michael Heath analyzes the escalating tensions between Israel and Hezbollah, highlighting how these geopolitical dynamics affect economic stability. James Abate shares insights on wealth management linked to global politics, while Amy Dacey examines the Democratic campaign's recent fundraising triumphs and strategies for engaging voters amidst a potential GOP onslaught.

Sarah Hunt, Chief Market Strategist at Alpine Woods Capital Investors, shares insights on how market risks have subsided, while Bill Lee, Chief Economist at the Milken Institute, addresses concerns about China's economic stability and its impact on global markets. Annmarie Hordern discusses political dynamics at the Democratic National Convention, especially around Kamala Harris’s voter engagement efforts. The conversation navigates the relationship between economic data, market trends, and cautious investment strategies.

Bill Lee, Victoria Bills, and Huw van Steenis discuss China, US inflation data, private credit boom, and bank earnings. The podcast covers equity outlook, market reactions, and global economic outlook with insights on US-China relations, challenges in investing in China, Bitdog market trends, AI dominance by Nvidia, and navigating business dynamics amidst solar eclipse excitement.

Bill Lee, Chief Economist at the Milken Institute, David Finnerty, a Bloomberg FX/Rates Strategist, and Paul Brody, EY's Global Blockchain Leader, delve into the complexities of the Federal Reserve's interest rate decisions. They discuss the impact of these policies on Asian markets amid rising geopolitical tensions. The conversation shifts to China's economic struggles with deflation, cryptocurrency regulation, and the promising future of blockchain technology alongside AI. Strategic partnerships for business success also take center stage.

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.