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Many of indices. The nasdaq is 3. 2 higher. We are also seeing a recovery for oil. We are still below 40 per barrel. The vix is up there but well below 30. For all the recent volatility is favorable for some investors, lets welcome our first guest. She is managing director and head of longshores equity. Talk to us about the strength of a strategy these days. It has been a couple of years for hedge funds. What is the driver of this . Thank you for having me. This is such a great question. It is head spinning which way the markets are going to go. There is daytoday volatility. We have the electi...

We get prices down and yields up across bond. I dont know how long it can last, given the fact that we still are getting signs that there are going to be layoffs, and thinking in particular of delta coming out overnight and saying they may have to lay off nearly 2000 pilots after the september period. Ive got to say, still a lot of headwinds out there. Tom i agree. The partition of america is extraordinary. We just spoke to the congressman from the court could from the fourth Congressional District of arkansas. He made clear the economy is really good and sets up the inequalities and differenc...

The Obama Administration. He spoke at the annual Aspen Institute security forum. Welcome back to the aspen security forum. Going to have a session with my friend tony blanken called foreignpolicy choices for 2021. Introduce both of our panelists. Tony doesnt need an introductionto most people for watching. We became friends and worked together long ago. President clinton at the National Security council had a very distinguished career in public service. As many of you know he was staff director for the Us Senate Foreign Relations Committee and the Obama Administration and those eight years he ...

And he was assistant to president obama and Deputy National security adviser to Vice President biden and deputy secretary of state for president obama. And now senior Foreign Policy adviser to the biden and great to have tony blimpingen. And jerry is executive editor of the wall street jourm and writes a column which i read and all of us should read. Jerry has had an extraordinary career and for the journal. He covered the white house at the end of the Reagan Administration and Bush Administration and interviewed every american president and part of a team at the wall street journal that won t...

First time since the lockdown in march. Michael mckee joins me now. What was your biggest take away . Michael if you are going to manage the virus better than the United States and their economies are opening up faster and stronger, which seems to be the case looking at the pmis. We got manufacturing and we got services, and all the Major Economies in europe are in an expansion. The move in italy particularly notable, above 50. Some down from preliminary expert, estimates, what they are the composites tell the story, all above 50 and they have all grown. The highest level in two years for the ...