What Goes Up

Relations between the U.S. and China took a dangerous turn this week, according to Bloomberg Intelligence’s Gina Martin Adams: It’s now a technology war, not just a trade war. She joins co-hosts Sarah Ponczek and Mike Regan on the latest episode of the “What Goes Up” podcast. Also joining the show is Bloomberg’s Emily Barrett, a reporter on the bonds and foreign-exchange team, who talks about expectations for a low-inflation environment reflected in market pricing and what the latest Federal Reserve minutes signal for the path of interest rates. See omnystudio.com/listener for privacy information.

Donald Trump’s bestseller "The Art of the Deal" is often cited by those trying to understand the president’s negotiating tactics as he escalates trade tensions with China. Ben Emons, a macro strategist at Medley Global Advisors, has been reading a different book in an attempt to understand the other side: ``The Art of War,” an ancient Chinese military strategy tome by Sun Tzu. Emons joins hosts Sarah Ponczek and Mike Regan this week to discuss the risks and opportunities in global markets as the trade war heats up. Also joining the podcast is Ye Xie, a Bloomberg Markets Live blogger, who gives his take on the situation and recommends some other literature that may illuminate China’s strategy. Mentioned in this podcast: Bonds Calling the Shots for Stocks as Rate Cuts Outweigh Trade Markets That Priced in a Trade Skirmish Now Brace for a Bruising Fight The Perils of Betting on a Quick End to U.S.-China Trade WarSee omnystudio.com/listener for privacy information.

Renewed trade tensions between the U.S and China arrived in markets like a “skunk at the garden party,” according to David Joy, the chief market strategist at Ameriprise Financial who has more than 40 years of experience in investment management. He tells co-hosts Sarah Ponczek and Mike Regan how he’s expecting markets to handle this pungent new arrival on the latest episode of the “What Goes Up” podcast.  Along with that skunk, Uber Technologies arrived at the garden party of public markets this week with its long-awaited initial public offering. Kathleen Smith, co-founder of Renaissance Capital and manager of the IPO exchange-traded fund, joins the podcast to assess Uber and the rest of the money-losing herd of unicorns that may make 2019 a record year for IPO issuance.   As always, the hosts and guests finish up with a discussion of the craziest things they saw in markets this week.  See omnystudio.com/listener for privacy information.

These days about one in three bites of food you eat wouldn’t be possible without commercial bee pollination. And the economic value of insect pollination worldwide is estimated to be about $217 billion. But as important as bees have become for farming, there’s also increasing signs that bees are in trouble. In the decade-plus since the first cases of Colony Collapse Disorder were reported, bees are still dying in record numbers, and important questions remain unanswered. On this new miniseries, host Adam Allington and environment reporters David Schultz and Tiffany Stecker travel to all corners of the honeybee ecosystem from Washington, D.C., to the California almond fields, and orchards of the upper Midwest to find answers to these questions.See omnystudio.com/listener for privacy information.

Campbell Harvey, finance professor at Duke University and a senior adviser at Research Affiliates, joins Sarah Ponczek and Mike Regan in this week’s episode of the “What Goes Up” podcast. He discusses his dissertation on the yield curve and what he calls the “Four Horsemen” of a recession. He’s joined by Bloomberg strategist Cameron Crise, who gives a former macro trader’s perspective on how academic research like Harvey's influences buying and selling decisions. Mentioned in this podcast:The Fourth Horseman of the Next Recession ApproachesAlice’s Adventures in Factorland: Three Blunders That Plague Factor InvestingThe Management of Political RiskSee omnystudio.com/listener for privacy information.

On the debut episode of “What Goes Up,” hosts Sarah Ponczek and Mike Regan explore what’s driving the stock market’s gains and why some bears are skeptical that the rally will be sustainable. Bloomberg executive editor Chris Nagi and cross-asset reporter Luke Kawa also join the conversation and look at how crude oil and the dollar have also been rallying, and why those gains could have huge implications for all manner of investments.  Mentioned in this podcast: All the Stuff Bears Are Saying to Spoil the S&P 500 Record PartyRed-Hot Nasdaq Run Is the Triumph of a Few Stocks Over the ManyKing Dollar Defies the Doubters as the U.S. Provides Investors an ‘Oasis’Oil Market Confounded Again as Trump Surprises on Iran SanctionsSee omnystudio.com/listener for privacy information.

On this new show from Bloomberg, hosts Mike Regan and Sarah Ponczek are joined each week by expert guests to discuss the main themes influencing global markets. They explore everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.See omnystudio.com/listener for privacy information.