Media

Print and Online

• Peter Coy writes in the The New York Times about David Levy’s forecast for a rising personal saving rate in 2023 to cause “serious-to-severe recessionary profits declines.” (December 2, 2022)
• David Levy pushes back against the idea that rising rates will not rock capital markets or the economy in an interview with CFO. (January 19, 2022)
• Robert King tells Bloomberg news that strong aggregate profits and upward wage pressures go hand in hand. (November 30, 2021)
• David Levy quoted in Bloomberg news, “Market constraints on the further expansion of fiscal deficits are far more likely to show up in emerging-market countries and some others, not in the United States.” (March 16, 2021)
• David Levy tells Liz McCormick of Bloomberg news that ultimately there are limits to government debt–but the U.S. is nowhere near hitting them (September 11, 2020)
• Larry Light writes in CIO Magazine about David Levy’s forecast for profits to hit a “sweet spot” in the third quarter of 2020 (August 12, 2020)
• Srinivas Thiruvadanthai discusses post-crisis economic policy with Joe Weisenthal of Bloomberg (July 22, 2020)
• David Levy tells Russ Banham of Chief Executive magazine to expect U.S. business profits to perk up in the third quarter (June 12, 2020)
• Martin Wolf in the Financial Times discusses some of the conclusions of David Levy’s white paper, Bubble or Nothing (May 5, 2020)
• CBS News quotes The Levy Forecast assessing the economic toll of the coronavirus: “Shuttering a sizable part of the economy is so devastating and financially destabilizing that, if not successful fairly quickly, it may become unsustainable.” (March 25, 2020)
• The global economy has been a financial accident waiting to happen, and the catalyst may be a virus, says David Levy on Yahoo! Finance (March 12, 2020)
• Randall Forsyth in Barron’s cites Srinivas Thiruvadanthai’s analysis of Treasuries as an increasingly effective hedge against equity market declines (February 28, 2020)
• David Levy quoted in Associated Press saying that virus epidemic will test fragile global pyramid (February 26, 2020)
• Peter Coy of Bloomberg Businessweek writes on Minsky, profits, and the insights from David Levy’s white paper, Bubble or Nothing (December 19, 2019)
• Kathryn Welling interviews David Levy on his new white paper Bubble or Nothing and what makes the Profits Perspective so unique in Welling on Wall Street (November 1, 2019)
• Izabella Kaminska of FT Alphaville shares some thoughts on Levy’s new paper, Bubble or Nothing (September 27, 2019)
• Randall Forsyth in Barron’s discusses David Levy’s call that cheap credit will impede, but not halt, a global weakening (August 9, 2019)
• Larry Light writing in Fortune Magazine cites the Jerome Levy Forecasting Center’s warning that economic stress will spoil the illusion of safety in global credit (August 9, 2019)
• Larry Light writes on David Levy’s inflation forecast in CIO magazine (July 2, 2018)
• Randall Forsyth in Barron’s quoting the latest issue of The Levy Forecast® (June 30, 2018)
• Greg Robb of Marketwatch writes about the Levy Forecasting Center’s forecast for an inflationary shock in the second half of 2018 (June 28, 2018)
• Srinivas Thiruvadanthai cited in Bloomberg Markets saying that U.S. economic strength means interest rates are going up (March 14, 2018)
• David Levy tells Larry Light of CBS Moneywatch that there is more to the stock market than politics (December 5, 2017)
• Srinivas Thiruvadanthai talks investing in a time of bubbles with Bloomberg’s Sid Verma (August 9, 2017)
• David Levy discusses with Australian journalist Cameron Cooper the role of excessive balance sheets in financial crises (August 8, 2017)
• David Levy tells CBS Moneywatch that profits disappointments are coming in 2017 (June 21, 2017)
• David Levy tells Larry Light of CBS Moneywatch that a change in Fed balance sheets “is not the issue most people think it is” (June 13, 2017)
• Cardiff Garcia of FT Alphaville recommends a recent Levy Forecasting Center piece on weak business investment (June 6, 2017)
• David Levy talks with Randall Forsyth of Barron’s about the outlook for profits in the first half of 2017 (March 25, 2017)
• David Levy tells James Saft of Reuters that trade disruptions could upset global stability (January 13, 2017)
• Robert King talks about how to spot a housing bubble with New Zealand’s Fairfax Media NZ (December 6, 2016)
• David Levy writes on MarketWatch why focus on next year’s stimulus may be ignoring near-term risks (November 28, 2016)
• Srinivas Thiruvadanthai discusses the outlook for Fed rate hikes with Paul Vigna of The Wall Street Journal (September 20, 2016)
• “If profits keep falling, the global business retrenchment will strike markets with surprising suddenness,” says Levy to Barron’s (May 28, 2016)
• Senior Economist Robert King discusses profits and the inventory cycle in the International Business Times (May 26, 2016)
• Profits and global trade are falling, which are phenomena typical of recessions, says David Levy to The Fiscal Times (May 26, 2016)
• Levy writes in Institutional Investor that the U.S. economy will decelerate as mild-winter-weather boost wears off (April 14, 2016)
• Barron’s quotes David Levy regarding the deflating emerging market investment bubble (March 19, 2016)
• The Cayman Compass interviews David Levy about the next economic breakdown (February 2, 2016)
• Levy describes in Institutional Investor why the decline in U.S. profits signals a looming recession (December 28, 2015)
• David Levy explains to Barron’s why emerging market problems can be considered the housing bubble of this cycle (December 19, 2015)
• The Wall Street Journal quotes David Levy’s forecast that emerging market weakness would spill over into Europe and then the United States (September 17, 2015)
• Fortune cites Levy’s long-standing forecast that China and the emerging markets could drag the United States into recession (September 17, 2015)
• CBS News highlights Levy’s forecast that the emerging market deterioration will eventually push the United States into recession (September 9, 2015)
• Levy’s prescient emerging market forecast highlighted by Barron’s (August 22, 2015)
• David Levy writes about the Fed’s difficulty “normalizing” rates in American Banker (August 11, 2015)
• Levy quoted by Barron’s regarding China (August 1, 2015)
• David Levy describes in Barron’s why rising corporate leverage will stoke higher volatility in 2015 (January 5, 2015)
• David Levy explains to the The Associated Press why the United States could dip into recession in 2015 (July 22, 2014)
• David Levy writes about the emerging market slow-motion train wreck in Institutional Investor (June 17, 2014)
• Srinivas Thiruvadanthai explains why Australia is a good short in Investors.com (September 27, 2013)
• Robert King discusses in the International Business Times why the slowdown being tolerated by Chinese policymakers is potentially dangerous (July 27, 2013)
• David’s analysis of the threats to the Chinese economy highlighted by Martin Wolf in the Financial Times (July 3, 2013)
• Philip Pilkington describes Levy-Kalecki approach to profitability as a “powerful macroeconomic tool that is currently under utilized by investment professionals” in FT Alphaville (July 1, 2013)

Television and Radio

• Listen to David Levy discuss his white paper Bubble or Nothing in detail with Joe Weisenthal and Tracy Alloway on Bloomberg’s Odd Lots podcast (October 18, 2019)
• The disparity between surging profits and burgeoning small business failures on Bloomberg’s What’d You Miss? (August 26, 2020)
• Kevin Kelly of The Delphi Podcast hears from Srinivas Thiruvadanthai about the economic and financial implications of global policy responses to the coronavirus crisis (August 7, 2020)
• Srinivas Thiruvadanthai talks with Aaron Task and Stephen Alpher about government deficits as a reflection of the private profit sources on the Alpha Trader podcast (February 4, 2020)
• Srinivas Thiruvadanthai discusses the sectoral financial balance approach to macroeconomics on the Macro Musings podcast with David Beckworth of the Mercatus Center at George Mason University (October 14, 2019)
• David Levy talks about the Bubble or Nothing outlook for the global economy on Bloomberg’s What’d You Miss? with Joe Weisenthal (October 3, 2019)
• Srinivas Thiruvadanthai describes the critical interplay between financial markets and the economy on Bloomberg’s What’d You Miss? (August 7, 2019)
• Srinivas Thiruvadanthai discusses global markets from the Profits Perspective on Behind the Markets podcast with WisdomTree’s Jeremy Schwartz (April 16, 2019)
• Srinivas Thiruvadanthai talks about the outlook for the Fed and fiscal policy and the intersection of the Profits Perspective with Minsky and Modern Monetary Theory on Real Vision with Michael Green (February 27, 2019)
• Srinivas Thiruvadanthai on the prospects for Chinese stimulus and the 2019 economy on Bloomberg with Joe Weisenthal (December 20, 2018)
• Srinivas Thiruvadanthai discusses the U.S. dollar, oil prices, and faltering emerging market growth on Bloomberg’s What’d You Miss? (October 20, 2018)
• In two separate segments on Bloomberg TV’s What’d You Miss?, Srinivas Thiruvadanthai discusses the reasons for EM weakness and the long-term bullish case for U.S. Treasuries (October 11, 2018)
• Srinivas Thiruvadanthai discusses how the current EM financial turmoil differs from past crises on Bloomberg TV’s What’d You Miss? (September 7, 2018)
• In this wide-ranging interview, Joe Weisenthal of Bloomberg’s Odd Lots podcast hears from Srinivas Thiruvadanthai on the Profits Perspective, Post-Keynesianism, and the constraints on credit-driven economies (August 6, 2018)
• David Levy on Bloomberg Radio discusses the market implications of a pickup in wage inflation (August 1, 2018)
• Srinivas Thiruvadanthai on Bloomberg TV’s What’d You Miss? explaining why emerging markets are the weak link in the global economy (May 29, 2018)
• Srinivas Thiruvadanthai sits down with Joe Weisenthal of Bloomberg to discuss the forces behind U.S. dollar strength in 2018 (May 15, 2018)
• David Levy discusses the battle between higher profits and higher interest rates with Carol Massar on Bloomberg Radio (March 28, 2018)
• Srinivas Thiruvadanthai talks on Bloomberg Radio about why Bitcoin is a bubble but still has a lot further to go (December 26, 2017)
• Srinivas Thiruvadanthai discusses the interaction between financial markets and the real economy, as well as the reasons for hedge fund underperformance on Bloomberg’s What’d You Miss (November 13, 2017, interview begins at minute 26)
• David Levy talks with Aleksandra Michalska of Reuters about the consequences of Fed interest rate and balance sheet moves in 2017 (July 25, 2017)
• David Levy explains to Carol Massar and Cory Johnson of Bloomberg Radio why the Fed will have trouble getting back to “normal.” (May 24, 2017)
• Srinivas Thiruvadanthai talks tax cuts, emerging markets, and interest rates with Bloomberg Radio‘s Lisa Abramowicz (May 17, 2017)
• Srinivas Thiruvadanthai talks on Bloomberg’s What’d You Miss? about why India will likely outperform Brazil in coming months (March 20, 2017—link to full show; Srinivas interview begins 58 minutes in)
• Srinivas Thiruvadanthai takes an in-depth look at the Treasury bond market with Bloomberg’s Joe Weisenthal and Tracy Alloway on Bloomberg’s Odd Lots podcast (March 10, 2017)
• David Levy discusses the 2017 outlook for profits, interest rates, and the U.S. dollar with Doug Krizner and Shery Ahn of Bloomberg Radio (January 25, 2017)
• Srinivas Thiruvadanthai discusses both the short-term and long-term outlook for U.S. Treasury bonds on Bloomberg TV’s “What’d You Miss?” (January 25, 2017)
• David Levy explains on Bloomberg Radio why asset valuations are vulnerable to any Fed rate hikes (September 21, 2016)
• David Levy discusses the “Demented Goldilocks” economy on Bloomberg Radio (July 22, 2016)
• David Levy discusses the ongoing profits decline on Bloomberg TV (June 7, 2016)
• Levy compares emerging market investment bubble to last cycle’s housing bubble on Bloomberg Radio’s First Word Asia (April 11, 2016)
• David explains how the emerging market sector is dragging the rest of the world into recession on Bloomberg Radio (January 25, 2016)
• David tells Bloomberg Radio that Chinese profits are the key to understanding the Chinese outlook (September 11, 2015)
• David discusses Greece and the outlook for China on Bloomberg Radio (July 13, 2015)
• Srinivas tells Yahoo Finance that the Fed will not be able to raise rates this year (May 7, 2015)
• David Levy explains where profits come from at a TEDx Conference (February 21, 2015)
• David Levy lays out the 2015 outlook on Fox Business Network (November 12, 2014)
• Levy provides Institutional Investor with his global outlook (October 8, 2014)
• Srinivas Thiruvadanthai explains why the U.S. trade deficit has narrowed during the latest expansion to Pimm Fox and Carol Massar on Bloomberg Radio (January 23, 2014)

Speaking Engagements

Past Engagements

David Levy
CIO Spring Roundtable
June 4, 2018 – Washington, DC

David Levy
NYC Real Estate Expo
April 18, 2018 – New York, NY

David Levy
Pensions & Investments – Global Future of Retirement Conference
June 26, 2017 – New York, NY

Srinivas Thiruvadanthai
Reactions North America Asset Management Conference
May 17, 2017 – New York, NY

David Levy
Executive Breakfast Club
April 21, 2017 – New York, NY

David Levy
2017 ETP Spring Forum Expert Series
April 7, 2017 – New York, NY

David Levy
Pensions and Investments – “Generating Returns in a Low-Yield Environment”
March 2, 2017 – New York, NY

Srinivas Thiruvadanthai
Pensions and Investments – “Generating Returns in a Low-Yield Environment”
February 28, 2017 – Chicago, IL

David Levy
2016 ETP Fall Forum Expert Series
November 29, 2016 – New York, NY

David Levy
Foundation Financial Officers Group
November 10, 2016 – San Francisco, CA

Srinivas Thiruvadanthai
Lido Consulting Family Office Wealth Management Forum
September 22, 2016 – Newport Beach, CA

David Levy
Casgrain Economic Conference
July 8, 2016 – Edmonton, Alberta

Srinivas Thiruvadanthai
Financial Times Festival of Finance
July 1, 2016 – London, United Kingdom

Srinivas Thiruvadanthai
Insurance Asset Management Forum
May 4, 2016 – New York, NY

David Levy
IIR Yield Show
December 7, 2015 – New York, NY

David Levy
Financial Times’ Camp Alphaville
July 1, 2015 – London, United Kingdom

Srinivas Thiruvadanthai
Institutional Investor Emerging Markets Forum
May 12, 2015 – New York, NY

Srinivas Thiruvadanthai
Insurance Asset Management Forum
May 5, 2015 – New York, NY

David Levy
Institutional Investor Global Real Assets Investment Forum
February 25, 2015 – New York, NY

David Levy
TEDx
February 21, 2015 – Elon, NC

David Levy
Dallas-Fort Worth Association for Business Economics
February 20, 2015 – Dallas, TX

David Levy
Columbia University Graduate School of Journalism Knight-Bagehot Fellows
October 8, 2014 – New York, NY

David Levy
National Association for Business Economics Annual Meeting
September 29, 2014 – Chicago, IL

David Levy
Institutional Investor Family Office Wealth Conference
September 15, 2014 – Laguna Beach, CA