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Isaac Boltansky

Managing Director and Director of Policy Research at BTIG, specializing in financial services, housing policy, and political analysis.

Top 5 podcasts with Isaac Boltansky

Ranked by the Snipd community
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4 snips
Jan 8, 2024 • 35min

Bloomberg Surveillance: Airline Industry Confidence

Guests including Helane Becker, Lori Calvasina, Claudia Sahm, and Isaac Boltansky discuss topics such as airline industry confidence, sentiments around the equity market, December's jobs data, spending-cap deal in Congress, Defense Secretary Lloyd Austin's hospital stay, and a neutral outlook on Apple.
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Jul 23, 2024 • 25min

Bloomberg Surveillance TV: July 23, 2024

Brian Levitt of Invesco discusses tech rally gains, Isaac Boltansky from BTIG talks about latest Harris campaign updates, and Jill Carey Hall of BofA Securities explores the bullish case for small-caps amidst potential recession indicators.
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Nov 27, 2024 • 1h 8min

Isaac Boltansky, Director of Policy Research at BTIG

Isaac Boltansky, Managing Director and Director of Policy Research at BTIG, delves into the intricate dance of finance and politics. He predicts shifts in Fannie Mae and Freddie Mac's privatization, while addressing the impact of border security on immigration policy. Isaac discusses the evolving landscape of consumer finance and the implications of recent election outcomes on governance. The conversation also touches on the rising interest in digital assets like Bitcoin and the upcoming tax policy challenges, highlighting the interconnection between economic strategies and political dynamics.
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Nov 7, 2024 • 25min

Bloomberg Surveillance TV: November 6, 2024

Jay Pelosky, Chief Investment Officer and co-founder of TPW Investment Management, dives into the shifting economic and political dynamics affecting markets. Torsten Slok, Chief Economist at Apollo Management, discusses the challenges for the Federal Reserve amid changing political landscapes. Isaac Boltansky from BTIG analyzes the Democratic Party's identity crisis post-election and what it means for future governance. Together, they explore how recent election outcomes will shape investment strategies and economic forecasts.
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Aug 23, 2024 • 24min

Bloomberg Surveillance TV: August 23, 2024

Mike Wilson, Chief U.S. Equity Strategist at Morgan Stanley, offers insights on market dynamics ahead of Jerome Powell's pivotal address. Bob Doll, CIO at Crossmark, discusses asset allocation strategies in unpredictable markets. Isaac Boltansky, Director of Policy Research at BTIG, critiques Kamala Harris’ political rhetoric and its implications. They delve into the influence of labor data on equity pricing, strategies for navigating economic uncertainty, and sector preferences that lean toward industrials and defensive tech.