About this episode
Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance ,” joins the show to discuss why his legendary yield curve model may be flashing a false signal . T Bloomberg Intelligence Senior Autos Analyst Kevin Tynan joins the program to discuss Carvana’s stock volatility and everything he reported on from CES. Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to break down bank earnings. Francis Oh, APAC CEO of Qraft Technologies, and Sean O’Hara, president of Pacer ETFs, join for an in-studio roundtable to discuss value investing and why it could succeed in a potential down market in 2023. David Schassler, Portfolio Manager and Head of Quantitative Investment Solutions at VanEck, discusses inflation and his Inflation Allocation ETF (RAAX). He can also discuss broad markets, real assets, asset allocation, rates, and yields. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.