Bloomberg Surveillance
Episodes
Surveillance: The Best Game in Town
13 Dec 2021
Contributed by Lukas
Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says stocks are still the best game in town for 2022. Michael Collins, PGIM Fixed In...
Surveillance: U.S. Inflation Surge
10 Dec 2021
Contributed by Lukas
Kathy Bostjancic, Oxford Economics Chief U.S. Financial Economist, expects inflation to get worse from here. Stephen Dover, Franklin Templeton Chief M...
Surveillance: CPI Expectations with Chaudhuri
09 Dec 2021
Contributed by Lukas
Gargi Chaudhuri, BlackRock Head of iShares Investment Strategy Americas, expects CPI data to be stronger than what is priced in to markets. Mark Caban...
Surveillance: Fed Surprises With Dudley
08 Dec 2021
Contributed by Lukas
Bill Dudley, Bloomberg Opinion Columnist and Former New York Fed President, expects a few more surprises from the next Fed meeting. Steve Major, HSBC ...
Surveillance: Stocks Rally as Omicron Fears Ease
07 Dec 2021
Contributed by Lukas
Tony Crescenzi, PIMCO Market Strategist, says the Fed won't give up it's hard-won credibility. Liz Ann Sonders, Charles Schwab Chief Investment Strate...
Surveillance: Fed Out of Ammo, Tipp Says
06 Dec 2021
Contributed by Lukas
Robert Tipp, PGIM Fixed Income Chief Investment Strategist, says the Fed has already shot all of its bullets. Sara House, Wells Fargo Corporate & ...
Surveillance: U.S. Jobs Report With Walsh
03 Dec 2021
Contributed by Lukas
Marty Walsh, U.S. Secretary of Labor, says he feels good about where the U.S. economy is headed. Jeff Rosenberg, BlackRock Systematic Multi-Strategy F...
Surveillance: $150 Oil With JPMorgan's Malek
02 Dec 2021
Contributed by Lukas
Christyan Malek, JPMorgan EMEA Oil & Gas Research Head, says shale is in a straitjacket right now. Russ Koesterich, BlackRock Global Allocation Fu...
Chief Future Officer: Leeny Oberg, Marriott International
01 Dec 2021
Contributed by Lukas
This episode of Chief Future Officer focuses on Marriott International CFO Leeny Oberg. Shery Ahn explores how she's helping the world's largest hotel...
Surveillance: Credit Opportunities With Watson
01 Dec 2021
Contributed by Lukas
Marilyn Watson, BlackRock Head of the Global Fundamental Fixed Income Strategy, sees a potential buying opportunity in the credit market. Bob Michele,...
Surveillance: Omicron Uncertainty With Ward
30 Nov 2021
Contributed by Lukas
Howard Ward, Gabelli Funds CIO of Growth Equities, says it is too early to say whether the omicron variant is a market gamechanger. Victoria Fernandez...
Surveillance: Omicron Response With Hotez
29 Nov 2021
Contributed by Lukas
Peter Hotez, Baylor College Baylor College Dean of the National School Of Tropical Medicine, says travel bans from southern Africa is a policy failure...
Surveillance: New Covid Variant With Pekosz
26 Nov 2021
Contributed by Lukas
Dr. Andy Pekosz, Johns Hopkins University Bloomberg School of Public Health Professor and Virologist, says now is the time to be proactive to prevent ...
Surveillance: U.S. Economic Data With Loh
24 Nov 2021
Contributed by Lukas
Marvin Loh, State Street Global Markets Global Macro Strategist, says today's data confirms that the U.S. Economy is moving in the right direction. Mi...
Surveillance: Lira Weakness With Amoroso
23 Nov 2021
Contributed by Lukas
Anastasia Amoroso, iCapital Network Chief Investment Strategist, says the damage to the Turkish Lira has been self-inflicted. Mark McCormick, TD Secur...
Surveillance: The Future of the Fed
22 Nov 2021
Contributed by Lukas
President Joe Biden selects Jerome Powell for a second four-year term as U.S. Federal Reserve chair and elevates Governor Lael Brainard to vice chair....
Surveillance: Virus Woes Hit Markets
19 Nov 2021
Contributed by Lukas
Nadia Lovell, UBS Global Wealth Management Senior US Equity Strategist, predicts the S&P 500 Index will reach 5,000 by June of 2022. Jim O'Sulliva...
Surveillance: Growth Trajectory With Rajappa
18 Nov 2021
Contributed by Lukas
Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, still expects a strong growth trajectory over the next several years. Megan Greene, Har...
Surveillance: Gensler & Crypto With Rubenstein
17 Nov 2021
Contributed by Lukas
David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, discusses how he expects SEC Chair Gary Gensler to deal with crypto regula...
Surveillance: Hawkish Fed Policy With Bullard
16 Nov 2021
Contributed by Lukas
James Bullard, Federal Reserve Bank of St. Louis Fed President, says the central bank should speed up its reduction of monetary stimulus in response t...
Surveillance: Rising Rates With Dudley & Lacker
15 Nov 2021
Contributed by Lukas
Bill Dudley, Former New York Federal Reserve Bank President and Bloomberg Opinion Columnist, and Jeffrey Lacker, Former Richmond Federal Reserve Presi...
Surveillance: Cash Over Bonds, Goldman Says
12 Nov 2021
Contributed by Lukas
Christian Mueller-Glissmann, Goldman Sachs Managing Director of Portfolio Strategy & Asset Allocation, says cash looks better than bonds in upcomi...
Surveillance: Wealth Tax 'Baloney' With Cooperman
11 Nov 2021
Contributed by Lukas
Leon Cooperman, Omega Family Office Chairman & CEO, says we should focus on tax loopholes rather than new forms of taxation. Mandy Xu, Credit Suis...
Surveillance: Inflation Pressures With Dutta
10 Nov 2021
Contributed by Lukas
Neil Dutta, Renaissance Macro Research Head of Economics, reacts to the acceleration in consumer prices. Jean-Yves Fillion, BNP Paribas USA CEO, plans...
Surveillance: Hertz EVs With Tom Brady
09 Nov 2021
Contributed by Lukas
Hertz Interim CEO Mark Fields, Certares Founder Greg O’Hara, Knighthead Co-Founder Tom Wagner & Superbowl Champion Tom Brady, discuss Hertz's up...
Surveillance: China With Milken's Lee
08 Nov 2021
Contributed by Lukas
Willliam Lee, Milken Institute Chief Economist, says China is being hit by a confluence of domestic and global factors. George Saravelos, Deutsche Ban...
Surveillance: U.S. Jobs Report With Sec. Walsh
05 Nov 2021
Contributed by Lukas
Marty Walsh, U.S. Labor Secretary, reacts to the U.S. jobs numbers. Jennifer Granholm, U.S. Energy Secretary, says President Biden is looking at a pot...
Surveillance: Inflation Target With Posen
04 Nov 2021
Contributed by Lukas
Adam Posen, Peterson Institute President & Former BOE Monetary Policy Committee Member, makes the case for raising the inflation target. Steve Chi...
Chief Future Officer: Harmit Singh, Levi's
03 Nov 2021
Contributed by Lukas
Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet challenges -- serving as "Chief ...
Surveillance: Carbon Bubble With Gore
03 Nov 2021
Contributed by Lukas
Al Gore, Former U.S. Vice President, says we now have a subprime carbon bubble. Eric Adams, New York City Mayor-Elect, discusses his election win. Abb...
Surveillance: Taming Inflation With IMF's Georgieva
02 Nov 2021
Contributed by Lukas
Kristalina Georgieva, IMF Managing Director, says vaccinating the world will help ensure that higher inflation proves temporary. Marc Benioff, Salesfo...
Surveillance: Net-Zero With UN's Carney
01 Nov 2021
Contributed by Lukas
Mark Carney, UN Special Envoy on Climate Action and Finance and Former BOE Governor, says the finance sector is about to get a net-zero scorecard. Tro...
Surveillance: Supply Constraints With Le Maire
29 Oct 2021
Contributed by Lukas
Bruno Le Maire, French Finance Minister, calls on G-20 nations to address supply chain constraints. Michelle Meyer, Bank of America Chief U.S. Economi...
Surveillance: Central Bank Policy With McCormick
28 Oct 2021
Contributed by Lukas
Mark McCormick, TD Global Head of FX Strategy, says The Bank of England and Bank of Canada are the central banks pulling things forward. Dennis DeBuss...
Surveillance: Gen. Milley Warns On China
27 Oct 2021
Contributed by Lukas
David Rubenstein, "Peer to Peer with David Rubenstein" Host, discusses his interview with General Mark Milley, Chairman of the Joint Chiefs of Staff. ...
Surveillance: Economic Cycle With Crescenzi
26 Oct 2021
Contributed by Lukas
Tony Crescenzi PIMCO Market Strategist, Portfolio Manager, discusses navigating an economic cycle he sees “moving at warp speed.” Gabriela Santos,...
Surveillance: Facebook Worries With Nathanson
26 Oct 2021
Contributed by Lukas
Michael Nathanson, Moffettnathanson Founding Partner and Senior Research Analyst, says Facebook's business model is well-protected. Priya Misra, TD Se...
Surveillance: Supply Chains Dominate Earnings
22 Oct 2021
Contributed by Lukas
Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist & Head of Quantitative Research, defends his bullish call on the S&P hitting 5,000 ...
Surveillance: Inflation Persistence With Gray
21 Oct 2021
Contributed by Lukas
Jonathan Gray, Blackstone President & COO, says inflation is “definitely becoming” more persistent and pervasive than expectations. Jens Nordv...
Surveillance: Stock Picking Is Back, Says Kirr
20 Oct 2021
Contributed by Lukas
Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says stock picking is back. Russ Koesterich, BlackRock Global Alloca...
Surveillance: Exclusive With U.K.'s Johnson
19 Oct 2021
Contributed by Lukas
John Micklethwait, Bloomberg Editor-in Chief, discusses his exclusive interview with U.K. Prime Minister Boris Johnson. David Solomon, Goldman Sachs C...
Surveillance: Inflation Fears Shake Markets
18 Oct 2021
Contributed by Lukas
Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the resilience of the market has been remarkable. Dana Peterson, The Conference...
Surveillance: Recession Risk With Blanchflower
15 Oct 2021
Contributed by Lukas
Danny Blanchflower, Dartmouth Professor of Economics and Former Bank of England policy maker, weighs U.S. recession risk. Jennifer Lee, BMO Senior Eco...
Surveillance: El-Erian Sees EM 'Perfect Storm'
14 Oct 2021
Contributed by Lukas
Mohamed El-Erian, Bloomberg Opinion Columnist, describes the perfect storm facing emerging markets. Adam Posen, Peterson Institute for International E...
Surveillance: Earnings Amid Inflation Worries
13 Oct 2021
Contributed by Lukas
Seema Shah, Principal Global Investors Chief Strategist, discusses outlook for markets ahead of inflation data out of the U.S. Alison Williams, Bloomb...
Surveillance: Inflation Hits Investor Confidence
12 Oct 2021
Contributed by Lukas
Michael Shaoul, Marketfield Asset Management CEO, assesses inflationary pressures from rising energy prices. Alicia Levine, BNY Mellon Wealth Manageme...
Surveillance: Goldman Cuts U.S. Growth View
11 Oct 2021
Contributed by Lukas
Jan Hatzius, Goldman Sachs Chief Economist, sees no Fed hike next year as growth slows. Claudia Sahm, Jain Family Institute Senior Fellow and Bloomber...
Surveillance: Jobs Day Miss With Rosenberg
08 Oct 2021
Contributed by Lukas
Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, says the U.S. jobs report miss has a delta variant characteristic to it. T...
Surveillance: Age of America First With Haass
07 Oct 2021
Contributed by Lukas
Richard Haass, Council on Foreign Relations President, says the greatest threat to the United States is itself. Noubar Afeyan, Moderna Co-Founder and ...
Surveillance: Fed's Inflation War With Dudley
06 Oct 2021
Contributed by Lukas
Bill Dudley, Former New York Fed President, Bloomberg Opinion Columnist & Senior Advisor to Bloomberg Economics, says the Fed is fighting the wron...
Surveillance: Supply Shock Risks With Greene
05 Oct 2021
Contributed by Lukas
Megan Greene, Kroll Institue Global Chief Economist & Harvard Kennedy School Senior Fellow, says supply shocks will be the biggest drag on growth ...
Surveillance: Near-Term Risks With Doll
04 Oct 2021
Contributed by Lukas
Bob Doll, Crossmark Global Investments CIO, says the near term is more treacherous, but that he sees no signs of recession. Bruce Kasman, JPMorgan Chi...
Surveillance: Rolling Correction With Wilson
01 Oct 2021
Contributed by Lukas
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says we've had a rolling correction since March. Andy Blocker, Invesco Head of U.S. Governme...
Surveillance: Peril With Woodward & Costa
30 Sep 2021
Contributed by Lukas
Bob Woodward and Robert Costa, "Peril" Co-Authors, discuss the perils that remain ahead for Washington. Katherine Clark, Assistant Speaker of the Hous...
Surveillance: Risks Report With AXA's Buberl
29 Sep 2021
Contributed by Lukas
Thomas Buberl, AXA CEO, discusses AXA's 2021 Future Risks Report. Ben Laidler, eToro Global Markets Strategist, says there will be a stock market rall...
Surveillance: Oil Under-Investment With Blanch
28 Sep 2021
Contributed by Lukas
Francisco Blanch, Bank of Americca Global Commodities & Derivatives Research Head, says energy prices could potentially be a multi-year problem. D...
Surveillance: Yield Correction With Caron
27 Sep 2021
Contributed by Lukas
Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, says the correction in lower yields is over. Jean Boivin, Blackrock Re...
Surveillance: China Regulation with Miller
24 Sep 2021
Contributed by Lukas
Leland Miller, China Beige Book International CEO, says Evergrande is not China's Lehman moment. Michael Gapen, Barclays Chief U.S. Economist, says a ...
Surveillance: Economic Recovery with Greek PM
23 Sep 2021
Contributed by Lukas
Greek Prime Minister Kyriakos Mitsotakis says the country could phase out coal-fired power plants by 2025. Ian Bremmer, Eurasia Group President, says ...
Surveillance: Global Vaccinations With Malpass
22 Sep 2021
Contributed by Lukas
David Malpass, The World Bank President, says we need higher vaccinations in poor and developing nations. Glenn Hubbard, Columbia Professor of Economi...
Surveillance: Evergrande 'Manageable,' Dalio Says
21 Sep 2021
Contributed by Lukas
Ray Dalio, Bridgewater Associates Chairman, Chief Investment Officer & Founder, says China Evergrande Group’s debt crisis “is all manageable”...
Surveillance: Fed Credibility With Dudley
20 Sep 2021
Contributed by Lukas
Bill Dudley, Bloomberg Opinion Columnist & Former President, Federal Reserve Bank of New York, says there is a risk to the Fed's credibility. Lori...
Surveillance: Nuclear Sub Deal With Yergin & Stavridis
17 Sep 2021
Contributed by Lukas
Margaret Patel, Wells Fargo Asset Management Senior Portfolio Manager, discuses the factors behind a quiet bond market, expecting modest but widesprea...
Surveillance: U.S. Retail Sales Surprise
16 Sep 2021
Contributed by Lukas
Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says markets will climb higher for the end of the year and explains the risk fact...
Surveillance: Post-Covid Bets With Neuberger’s Kantor
15 Sep 2021
Contributed by Lukas
Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says that big tech and companies prioritizing the quality of their business...
Surveillance: The Transitory Debate
14 Sep 2021
Contributed by Lukas
Sarah House, Wells Fargo Securities Senior Economist, says the August CPI report gives a lot of credence to the transitory debate. Barry Ritholtz, Blo...
Surveillance: Kass Says Investors Underpricing Risk
13 Sep 2021
Contributed by Lukas
Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, says markets are overly optimistic on the labor market and monetary pol...
Surveillance: Positive Real Yields Unlikely, Bianco Says
10 Sep 2021
Contributed by Lukas
David Bianco, DWS CIO for the Americas, says positive real yields are unlikely in the coming years. Ann Miletti, Wells Fargo Asset Management Head of ...
Surveillance: Peak Inflation With Carpenter
09 Sep 2021
Contributed by Lukas
Seth Carpenter, Morgan Stanley Chief Global Economist, says inflation has probably peaked. Ben Laidler, EToro Global Markets Strategist, sees the S&am...
Surveillance: Expect Volatility, Bitterly Says
08 Sep 2021
Contributed by Lukas
Kristen Bitterly, Citi Head of Capital Markets Private Bank, says now is not the time to go to cash. Brent Schutte, Northwestern Mutual Wealth Managem...
Surveillance: The Covid Economy With Tooze
07 Sep 2021
Contributed by Lukas
Adam Tooze, Columbia University Professor and Author, "Shutdown: How Covid Shook the World Economy", discusses the Covid crisis and the stalled recove...
Surveillance: Jobs Day Miss With Walsh
03 Sep 2021
Contributed by Lukas
Marty Walsh, U.S. Labor Secretary, discusses the disappointing U.S. jobs report. Priya Misra, TD Securities Global Head of Rates Strategy, says the U....
Surveillance: NYC Flooding With MTA's Lieber
02 Sep 2021
Contributed by Lukas
Janno Lieber, MTA Acting Chairman and CEO, says the MTA and New York City need to work in partnership to improve infrastructure and mitigate flash flo...
Surveillance: Pick Value, Inker Says
01 Sep 2021
Contributed by Lukas
Ben Inker, GMO Head of Asset Allocation, says value stocks have been “left behind” for no good economic reason. Bob Hormats, Tiedemann Advisors Ma...
Surveillance: Afghanistan with NATO's Stoltenberg
31 Aug 2021
Contributed by Lukas
Jens Stoltenberg, NATO Secretary General, says NATO is committed to making sure Afghanistan doesn't become a safe haven for international terrorism. J...
Surveillance: Fed In Tough Spot, Lacker Says
30 Aug 2021
Contributed by Lukas
Jeffrey Lacker, Former Federal Reserve Bank of Richmond President, says inflation expectations have put the Fed in a tough spot. Kit Juckes, Societe G...
Surveillance: Jackson Hole
27 Aug 2021
Contributed by Lukas
Raphael Bostic, Federal Reserve Bank of Atlanta President, says the Fed should be trying to get policies back into a more normal situation. Patrick Ha...
Surveillance: Taper Time With Fed's George
26 Aug 2021
Contributed by Lukas
Esther George, Federal Reserve Bank of Kansas City President, says it's time to get started on scaling back bond buying even though the delta variant ...
Surveillance: China & Fed With Beschloss
25 Aug 2021
Contributed by Lukas
Afsaneh Beschloss, RockCreek Group Founder & CEO, discusses how China's energy industry stands to benefit from the Taliban takeover of Afghanistan...
Surveillance: Fed Tapering With Peters
24 Aug 2021
Contributed by Lukas
Greg Peters, PGIM Head of Multi-Sector and Strategy, does not see yields higher after the Fed tapers. Dan Kurtz-Phelan, Foreign Affairs Editor & C...
Surveillance: Dudley Supports 2nd Powell Term
23 Aug 2021
Contributed by Lukas
William Dudley, Former New York Fed President and Bloomberg Opinion Columnist, says he would "absolutely" support Jerome Powell for a second term as F...
Surveillance: Jackson Hole With Reinhart
20 Aug 2021
Contributed by Lukas
Vincent Reinhart, Mellon Chief Economist and Macro Strategist, says the delta variant is Jay Powell's taper "ace card." Dennis Gartman, Chairman of th...
Surveillance: Afghanistan With Adm. Stavridis
19 Aug 2021
Contributed by Lukas
Admiral James Stavridis, Bloomberg Opinion Columnist, Former Supreme Allied Commander of NATO and Author of "2034: A Novel of the Next World War" does...
Surveillance: U.S. Debt & Afghanistan With Lew
18 Aug 2021
Contributed by Lukas
Jacob J. Lew, Former U.S. Treasury Secretary, says it's extremely dangerous not to support a debt limit. Nicolai Tangen, Norweigen Sovereign Wealth Fu...
Surveillance: Retail Sales Miss With Gapen
17 Aug 2021
Contributed by Lukas
Michael Gapen, Barclays Chief U.S. Economist, the U.S. retail sales miss reflects more the comedown from stimulus payments than delta variant fears. D...
Surveillance: Taliban Control With Haass
16 Aug 2021
Contributed by Lukas
Richard Haass, Council on Foreign Relations President & Author of "The World: A Brief Introduction," says the Taliban is worse now than in 2002. C...
MGM's Tricky Recovery Path; Miners' Carbon Transition
16 Aug 2021
Contributed by Lukas
In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Brian Egger lays out the perilous road in Las Vegas and Macau t...
Surveillance: Yields Levels With Boivin
13 Aug 2021
Contributed by Lukas
Jean Boivin, BlackRock Investment Institute Head, says we're seeing a complete disconnect between the macro outlook and the movement in yields. Dean C...
Surveillance: Reopening Trade With Laidler
12 Aug 2021
Contributed by Lukas
Ben Laidler, eToro Global Markets Strategist, says the reopening trade hasn't even started yet. Michael Spence, General Atlantic Senior Advisor & ...
Surveillance: U.S. Inflation With Kelly
11 Aug 2021
Contributed by Lukas
David Kelly, JPMorgan Asset Management Chief Global Strategist, reacts to U.S. inflation data. Tony Crescenzi, PIMCO Market Strategist, Portfolio Mana...
Surveillance: Margin Pressure With Wilson
10 Aug 2021
Contributed by Lukas
Mike Wilson, Morgan Stanley Chief U.S. Equities Strategist, warns of margin degradation into 2022. Esther Duflo, Nobel Prize winning Economist and Mas...
Surveillance: Peak Oil Demand Coming, Morse Says
09 Aug 2021
Contributed by Lukas
Ed Morse, Citi Head of Commodities Research, says we haven't reached peak oil demand yet, but it's coming. William Lee, Milken Institute Chief Economi...
Surveillance: Walsh Says Economy Moving Forward
06 Aug 2021
Contributed by Lukas
Marty Walsh, U.S. Secretary of Labor, says the economy is moving forward. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy...
Surveillance: Uber CEO Watching Delta Variant Closely
05 Aug 2021
Contributed by Lukas
Randy Kroszner, University of Chicago Booth School Professor of Economics and Former Fed Governor, says inflation pressures may last about six months....
Surveillance: Fed Messaging With Porcelli
04 Aug 2021
Contributed by Lukas
Tom Porcelli, RBC Capital Markets Chief U.S. Economist, thinks the September FOMC meeting could be a market-moving catalyst. Tobias Levkovich, Citi Ch...
Surveillance: Weakening Growth With LaVorgna
03 Aug 2021
Contributed by Lukas
Joe LaVorgna, Natixis CIB Chief Economist of the Americas, doesn't expect Fed tightening until the next election. Michael Holland, Holland & Co. C...
Surveillance: Earnings Optimism With Ward
02 Aug 2021
Contributed by Lukas
Howard Ward, Gabelli Funds CIO of Growth Equities, sees several years of good earnings ahead. Leland Miller, China Beige Book CEO, says we have to wat...
Surveillance: Expect Deceleration, Hatzius Says
30 Jul 2021
Contributed by Lukas
Jan Hatzius, Goldman Sachs Chief Economist, is expecting a pretty significant deceleration as we go into 2021 and 2022. Lee Ferridge, State Street Hea...
Surveillance: Treasury Market Needs Fixing, Dudley Says
29 Jul 2021
Contributed by Lukas
Bill Dudley, Bloomberg Opinion Columnist and Former Federal Reserve Bank of New York President, says the treasury market is not broken, but it needs s...
Surveillance: Debt Crisis Coming, Roubini Says
28 Jul 2021
Contributed by Lukas
Nouriel Roubini, Roubini Macro Associates CEO and TheBoomBust.com Co-CEO, says a stagflationary debt crisis is on the way. Joseph Stiglitz, Nobel Laur...