Alvine: Expect Fed to hold back until June

"We are looking at tax reform in the U.S, so there is going to be an opportunity probably later this year to do something with that cash pile, and do something more efficiently for shareholders and I think Tim may have missed that opportunity,"…

How Brexit May Impact Downside Risks for Equities

Alvine’s Capital Chairman of Investment Committee Stephen Isaacs, discusses his outlook for Brexit negotiations, European elections and the markets. https://www.bloomberg.com/news/videos/2017-03-29/how-brexit-may-impact-downside-risks-…

How Trump Can Completely Recast the FOMC

Alvine Capital Management Investment Committee Head Stephen Isaacs discusses potential vacancies on the FOMC and the direction of monetary policy under President Trump. He speaks with Mark Barton on “Bloomberg Markets: European Close.” …

Isaacs: Amending Dodd Frank Hurts European Banks

President Donald Trump’s plans to scale back Dodd Frank will hurt European banks that are still struggling to recovering from the 2008 crisis, says Stephen Isaacs, Chairman of the Investment Committee at Alvine Capital Management. He also…

Populism not necessarily bad for markets: Pro

Stephen Isaacs, chairman of the investment committee at Alvine Capital, compares how populism and terrorism in Europe impact the business community.

Why Trump's Fed Approach Matters to Markets

Stephen Isaacs, head of investment committee at Alvine Capital, explains why markets will be driven by U.S. President-Elect Donald Trump's choices to fill vacancies on the Federal Reserve and looks forward to European elections. He speaks on…
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Alvine IC Investor Advice 2016

Chairman of the Investment Committee at Alvine Capital Stephen Isaacs gives an Investor advice for 2016.
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A ‘Very Positive’ View of a Trump Win for the Economy

Stephen Isaacs, chairman of the investment committee at Alvine Capital Management, previews the first U.S. presidential debate and discusses why he thinks a Trump victory is “going to happen.” He speaks with Guy Johnson and Caroline Hyde…

Should Markets Brace for Rising Rates Imminently?

DoubleLine Capital Chief Investment Officer Jeffrey Gundlach said it’s time for fixed-income investors to prepare for rising interest rates and higher inflation by reducing the duration of their positions, moving money into cash and protecting…

Monetary policy is a dead duck: Expert

Stephen Isaacs, chairman of the investment committee at Alvine Capital, criticizes central bank policy and warns bonds offer no value to investors. http://video.cnbc.com/gallery/?video=3000541935&play=1