The Tape
Matt Miller and Paul Sweeney focus on market coverage as Wall Street begins its day, with analysis from Bloomberg Opinion writers, Bloomberg Intelligence analysts, and influential newsmakers.
Business 1913 rész Matt Miller and Paul Sweeney focus on market coverage as Wall Street begins its day.
JHU's Sauer: New Merck Covid Pill Treatment Is Thrilling
30 perc
1913. rész
Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus: Merck’s new covid pill treatment. Hans Olsen, CIO of Fiduciary Trust Co., on why emerging markets are a great play righ now. Bloomberg’s Greg Jarrett reports on the legal battles and mountain of litigation shaping up around cruise ships and covid. Anders Melin, wealth reporter for Bloomberg, on Disney laying off thousands while executives raked it in. Erik Larson, Bloomberg legal reporter, on Dominion suing Fox News for $1.6 Billion for defamation. Hosted by Paul Sweeney and Matt Miller.
Our Vaccine Passports Already Being Deployed: TPT Med Tech
30 perc
1912. rész
Stephen Thomas, CEO of TPT Global Tech, on their vaccine passport already being deployed in Jamaica’s airports. Satish Jindel, President of SJ Consulting, on the stuck container ship in the Suez canal. Jim Anderson, CEO of SocialFlow, on Big Media CEOs facing a grilling over liability protections on social media platforms. Sarah Halzack, Bloomberg Opinion retail columnist, on her column: “Walmart Can Learn From Tesco's Bank Mistakes.” Hosted by Paul Sweeney and Matt Miller.
We Must Start Planning For a Permanent Pandemic: Andreas Kluth
32 perc
1911. rész
Andreas Kluth, Bloomberg Opinion columnist, discusses his column: “We Must Start Planning For a Permanent Pandemic.” Lisa Knee, Co-Leader of the national Real Estate practice at EisnerAmper, on the commercial real estate landscape, as reopening continues. Louis Navellier, Chief Investment Officer at Navellier & Associates, on his sector and stock picks. Craig Trudell, Autos and Industrials Editor for Bloomberg, on why the end of Tesla’s dominance may be closer than it appears. Hosted by Paul Sweeney and Matt Miller.
Institutional Investors Now Buying the Purpose Bitcoin ETF: CEO Seif
28 perc
1910. rész
Som Seif, CEO of Purpose Investments, on the Purpose Bitcoin ETF--the world's first bitcoin ETF--crossing $1 billion in assets after one month. Joe Nocera, Bloomberg Opinion columnist, on his column: “Unions Are Back in Favor. They Need to Seize Moment.” Ben Emons, Managing Director, Global Macro Strategy, Medley Advisors, previews what to expect from the lawmaker hearings this week with Treasury Secretary Janet Yellen and Fed Chair Jay Powell. Vincent Cignarella, Global Macro Strategist for Bloomberg, and Anand Srinivasan, Senior Semiconductor and Hardware Analyst, on why the chip shortage may be the inflation trigger. Hosted by Paul Sweeney and Matt Miller.
Leon Black Steps Down Early From Apollo, Cedes Chair
27 perc
1909. rész
Bloomberg Wall Street reporter Sonali Basak on Leon Black stepping down early from Apollo Gobal, and ceding his Chairman role. Wayne Peacock, CEO of USAA, on shifts in the insurance world as a result of the pandemic. Peter Andersen, Founder of Andersen Capital Management, LLC, on whether he can repeat his 40% return in 2020 again in 2021. Lee Klaskow, Senior Transport, Logistics and Shipping Analyst for Bloomberg Intelligence, on Canada Pacific Rail buying Kansas City Southern for $25 billion. Hosted by Paul Sweeney and Matt Miller.
Former CBS Sports' Pilson: What Everyone's Missing About NFL Deal
33 perc
1908. rész
Neal Pilson, former President of CBS Sports and founder and president of Pilson Communications, discusses the NFL deal with Amazon and Disney. Leland Miller, CEO of China Beige Book International, on the "theatrics" around U.S. Secretary of State Blinken’s meeting with China officials. Kristina Hooper, Invesco Chief Global Market Strategist, on the case for economic optimism. Hosted by Paul Sweeney and Matt Miller. Therese Raphael, Bloomberg Opinion editor, discusses her column: “Why Switzerland Lags West Virginia in Vaccines.” Hosted by Paul Sweeney and Matt Miller.
PGIM COO: Minsky Moment For Climate Change Is Happening Now
29 perc
1907. rész
Taimur Hyat, COO of PGIM, shares his insights from PGIM’s latest megatrend report on climate investing. Lindsey Piegza, Chief Economist at Stifel, on the Fed meeting and the economy. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters in Business, on how your wealth may have been determined by your birth year. Brian Chappatta, Bloomberg Opinion debt columnist, on his column: “Powell Refuses to Humor Bond Traders’ Tantrums.” Hosted by Paul Sweeney and Matt Miller.
Moderna: We Can Change Vaccine 'Code' To Fight New Variants
33 perc
1906. rész
Dr. Noubar Afeyan, Chairman and co-Founder of Moderna and Founder & CEO of Flagship Pioneering, on their next generation covid-19 vaccine and distribution outlook. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the Fed, the dollar, and currencies. Max Abelson, Bloomberg finance reporter, on Trump’s ailing empire. Chris Bryant, Bloomberg Opinion industrials columnist, on his column: “Elon Musk Has a Serious Rival - the TechnoKaiser.” Hosted by Paul Sweeney and Matt Miller. Hosted by Paul Sweeney and Matt Miller.
SEC Commissioner Crenshaw: We Need To Close Insider Trading Loopholes
30 perc
1905. rész
SEC Commissioner Caroline Crenshaw discusses her Bloomberg Opinion column: “Insider Trading Loopholes Need to Be Closed.” Constance Hunter, Chief Economist at KPMG, on retail sales and what to expect at this week’s FOMC meeting. John Butler, Senior Telecom Analyst for Bloomberg Intelligence, on who is winning the 5G race. Vincent Deluard, Global Macro Strategist at StoneX, on why it’s the golden age for global macro. Hosted by Paul Sweeney and Matt Miller.
Biden Tax Hike Puts Capital Gains In The Crosshairs
27 perc
1904. rész
Laura Davison, Bloomberg congressional tax reporter, on Biden planning the first major tax hike since 1993. Jeff Sloan, CEO of Global Payments (NYSE: GPN), on how business owners are taking advantage of digital technologies in a post-pandemic world. Brendan Ahern, CIO of KraneShares, on China’s tech crackdown. Sri Natarajan, Bloomberg finance reporter, on his story: “Goldman CEO’s Year of Empty Offices, Island Getaways and Strife.” Hosted by Paul Sweeney and Matt Miller.
$69 Million Art Auction Is Just The Beginning For NFTs
30 perc
1903. rész
John Wu, President of Ava Labs, on the $69 million NFT art auction and future applications. Nir Kaissar, Founder of Unison Advisors and Bloomberg Opinion columnist, on his column: "Biden's War on Covid Demands Wartime Stimulus.” Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on achieving Biden's vaccination goal. Marc Metrick, CEO of Saks, and Adam Berger, Managing Director at Insight Partners, on HBC spinning off Saks Fifth Avenue's e-commerce business as a standalone company. Hosted by Paul Sweeney and Matt Miller.
MS' Zezas: Relief Funds Are Enough for State, Local Needs
28 perc
1902. rész
Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the state and local aid to goverments. Chris Lu, Former Deputy Secretary of Labor under Obama and Senior Fellow at the University of Virginia Miller Center, discusses the passage of the Biden relief bill and what comes next. Gabrielle Coppola, Bloomberg auto reporter, on Apple’s foray into the auto market. John Authers, Senior Editor for Bloomberg Markets and Opinion columnist, on his column: “The Inflation Scare Is Missing Some Inflation.” Hosted by Paul Sweeney and Matt Miller.
Former Citi Chair Rhodes on the Threats to Global Recovery
30 perc
1901. rész
"Banker to the World" Bill Rhodes, former Chairman of Citibank and President and CEO of William Rhodes Global Advisors, on the threats to the global recovery. John D. Cappasola Jr., President and CEO of Del Taco, on earnings, the growth of delivery, and resilience amid the pandemic. Kerry Bexley, owner of the renowned Snow's BBQ in Lexington, Texas, on the state reopening and growth of online sales. Jeanne Sheehan Zaino, Bloomberg Opinion contributor and Professor of Political Science at Iona College, on the House set to approve Biden’s $1.9 trillion relief bill. Hosted by Paul Sweeney and Matt Miller.
Nasdaq's Dillard: The SPACs, IPO Pipeline Remains Strong
29 perc
1900. rész
Lauren Dillard, EVP, Head of Investment Intelligence at Nasdaq, on the recent market volatility, and the IPO/SPAC outlook for 2021. Gary Vogel, CEO of Eagle Bulk Shipping, with insights into the global shipping market and what it says about the economic recovery. David Dietze, Managing Principal and Senior Portfolio Strategist at Peapack Private Wealth Management, on his current investment outlook and stock picks. Lev Peker, CEO of CarParts.com, on Q4 earnings and why he projects long-term growth of 20-25%. Hosted by Paul Sweeney and Matt Miller.
Why Working Women Are At A Tipping Point: Former SBA Head
27 perc
1899. rész
CELEBRATING INTERNATIONAL WOMEN'S DAY: Karen Mills, Former Small Business Administrator and Senior Fellow at Harvard Business School, on the landscape for women entrepreneurs. Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, on her current investment outlook. Regina Mayor, Global Energy Head at KPMG, on what the surprise OPEC decision means for oil markets. Naureen Malik, nat gas and power markets reporter for Bloomberg, on Tesla plugging a secret mega-battery into the Texas grid. Hosted by Paul Sweeney and Matt Miller (Lisa Abramowicz filling in for Matt Miller).
Cumberland's Kotok: Not Seeing Inflationary Forces Yet
31 perc
1898. rész
David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on bond markets, inflation and the recovery. Dan Ives, Managing Director, Equity Research, at Wedbush Securities, on why the tech sell-off offers massive buying opportunities. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on why it's too soon to reopen fully. Tom Gimbel, CEO of global staffing company LaSalle Network, on today's jobs data and the hiring landscape. Hosted by Paul Sweeney and Matt Miller.
Vaccine Will Migrate Into Pre-Filled Syringes: BD CEO
27 perc
1897. rész
Tom Polen, President and CEO of global medical technology company BD, on how covid has accelerated growth for the company's products. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on the shock outcome of the OPEC meeting. Richard Cookson, former fund manager and Head of Research at Rubicon and Bloomberg Opinion columnist, on his column: “There Are Early Signs of a Value-at-Risk Shock.” Michael Sonnenfeldt, Chairman TIGER 21 on how the ultra-wealthy are investing and his reaction to the Elizabeth Warren wealth tax plan. Hosted by Paul Sweeney and Matt Miller (Sarah Ponczek filling in for Paul Sweeney).
Madison Reed Sold Hair Color Every 5 Seconds in Pandemic Peak
31 perc
1896. rész
Amy Errett, Founder and CEO of beauty disruptor Madison Reed, on adapting to the pandemic consumer and 12x growth in 2020. Dan Griffith, Director of Wealth Strategy at Huntington Private Bank, on Elizabeth Warren’s wealth tax proposal. Amanda Albright, Bloomberg muni reporter, on how the aid earmarked for state governments in Biden’s rescue package goes beyond a rescue-- and into stimulus. Alex Webb, Bloomberg Opinion technology and media analyst, on his column: “The Whole Web Pays For Google And Facebook To Be Free.” Hosted by Paul Sweeney and Matt Miller.
Rotation Out of Tech Is How To Make Money This Year: Nick Colas
30 perc
1894. rész
Nick Colas, co-Founder of DataTrek Research, on their new market bubble survey. Former FireEye and McAfee CEO David DeWalt on his new cybersecurity-focused SPAC IPO--NightDragon Acquisition Corp. (NDAC)--which implements a new performance-based structure. Steve Rannekleiv, Global Strategist: Beverages at Rabobank, on Covid’s long-term impact on the wine industry. Stefan Nicola, German business reporter for Bloomberg, on the 4-day work week gaining in popularity. Hosted by Paul Sweeney and Matt Miller.
AnitaB.org CEO on Keeping Women Working During Pandemic
27 perc
1894. rész
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, discusses his current investment outlook after the market rout. Bloomberg News Opinion Columnist Jonathan Bernstein talks about Biden's ratings showing hardening polarization. Timothy Fiore, Chairman of the Manufacturing Business Survey at the Institute for Supply Management, breaks down the February ISM report. Brenda Darden Wilkerson, President and CEO of AnitaB.org, shares insight on the call to action she made to the tech industry to keep women working during the pandemic “she-cession.”
Hosts: Paul Sweeney and Matt Miller. Producer: Doni Holloway.
Bond Inflation Gauge Is Distorted by Fed: Jim Bianco
28 perc
1893. rész
Jim Bianco, President and Founder of Bianco Research and Bloomberg Opinion contributor, on the bond market tantrum. ICON CEO Dr. Steve Cutler discusses the ICON-PRA Health Sciences deal, the largest healthcare transaction this year at $12 billion. Katherine Chiglinsky, Bloomberg insurance reporter, on Warren Buffett's annual letter. Erik Wasson, Bloomberg congressional reporter, on House poised to pass stimulus as minimum wage hike is dealt a blow. Hosted by Paul Sweeney and Matt Miller (Lisa Abramowicz filling in for Matt Miller).
Analyst Mike Mayo: Banks Are On the Road To Record Efficiency
36 perc
1892. rész
Mike Mayo, Senior Banks Analyst at Wells Fargo Securities, on why bank stocks are on the rise. Bess Freedman, CEO of New York-based brokerage Brown Harris Stevens, on 2021 market conditions and trends. Jim Anderson, CEO of SocialFlow, on Australia passing a law that makes Facebook and Google pay for news. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on markets and investing. Hosted by Paul Sweeney and Matt Miller.
Ark Funds Are Taking In As Much Flows As BlackRock: BI's Balchunas
33 perc
1891. rész
Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence, on the story riveting the ETF market: Cathie Wood and the Ark Funds. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC and former adviser to the Dallas Fed, on the economy and key takeaways from Jay Powell’s testimony. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the bond market selloff and outlook for fixed income markets. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research for Bloomberg Intelligence, discusses Johnson & Johnson's pending emergency use approval for its one-shot vaccine. Hosted by Paul Sweeney and Matt Miller.
Fed Chair Powell Remains Resolute: Riccadonna, Emons
33 perc
1890. rész
Carl Riccadonna, Chief US Economist for Bloomberg Economics, and Ben Emons, Managing Director, Global Macro Strategy, Medley Advisors, on key takeaways from Fed Chair Powell’s semi-annual report to Congress. Ed Ludlow, Bloomberg reporter in San Francisco, discusses the Churchill Capital Corp IV SPAC plunging after confirming its merger with Lucid. Josh Duitz, portfolio manager of the Aberdeen Standard Global Infrastructure Income Fund (ASGI) at Aberdeen Standard Investments, on infrastructure investing. David Harden, CIO, Summit Global Investments, on markets and investment outlook. Hosted by Paul Sweeney and Matt Miller.
Hottest M&A Sectors Now Are Tech, Health Care: Lincoln International
29 perc
1889. rész
Rob Brown, CEO of Lincoln International, on the red hot state of M&A. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on Ford’s new electric Mustang Mach E, and why this could be a problem for Tesla. Sarah Ponczek, Bloomberg cross-asset reporter, on the bond market selloff. Greg Hahn, Chief Investment Officer for Winthrop Capital Management, on markets and his current investment outlook. Hosted by Paul Sweeney and Matt Miller.
Ending Short Selling Would Be A Mistake: Former E*Trade CEO
28 perc
1888. rész
Former E*Trade CEO Karl Roessner, CEO of Lefteris Acquisition, reacts to the GameStop hearing and what changes may come. Logan Mohtashami, housing data analyst and Lead Analyst for HousingWire, on why the housing market is too hot. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on bond markets and the jump in yields. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column: “Texas Shows What Comes From Ignoring Climate Change.” Hosted by Paul Sweeney and Matt Miller.
A Deep Dive Into The GameStop Hearing: MIT's Aral, Ritholtz
33 perc
1887. rész
Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on why Robinhood is being unfairly targeted. Sinan Aral, Director of the MIT Initiative on the Digital Economy, along with Barry Ritholtz, on the GameStop hearing and whether social media like r/WallStreetBets manipulated financial markets. Rich Greenfield, Partner and media analyst at Lightshed Partners LLC, on their new venture fund. Joe Carroll, US Energy reporter for Bloomberg, on the Texas power crisis. Hosted by Paul Sweeney and Matt Miller.
A G20 Country Will Adopt Bitcoin by Yr-End: CoinShares' Demirors
30 perc
1886. rész
Meltem Demirors, Chief Strategy Officer at CoinShares, on bitcoin breaking thru $50,000 and the growing adoption of crypto. Craig Johnson, President of Customer Growth Partners, on the surprisingly strong retail sales numbers. Liam Denning, energy, mining & commodity columnist for Bloomberg Opinion, on the Texas power and climate change crisis, and his column: “Texas, California Blackouts: A Song of Ice, Fire.” Josh Eidelson, Bloomberg labor reporter, on how the gig economy is coming for millions of American jobs. Hosted by Paul Sweeney and Matt Miller.
AutoNation CEO: We Had The Best Quarter Of All Time.
30 perc
1885. rész
Mike Jackson, CEO of AutoNation, on their best quarter ever. Gilda Perez-Alvarado, Global CEO of JLL Hotels & Hospitality, on the huge amounts of capital chasing hotel investments. Cliff Kupchan, Chairman of Eurasia Group, on their global covid report. Naureen Malik, Natural Gas and Power Markets Reporter for Bloomberg, on the deep freeze and power outage in Texas and Midwest. Hosted by Paul Sweeney and Matt Miller.
Michael Nathanson: Disney Going All In On Streaming
28 perc
1884. rész
Michael Nathanson, Founding Partner and Senior Research Analyst at MoffettNathanson, on Disney earnings and the streaming landscape. Raj Agrawal, CFO for Western Union, on Q4 earnings and impact of the pandemic on their business. Leland Miller, CEO of China Beige Book International, on Biden’s call with China President Xi Jinping. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus treatments, vaccines and spread. Hosted by Paul Sweeney and Vonnie Quinn.
Sonos CEO: Stay Tuned For Audio Category Expansion
28 perc
1883. rész
Sonos CEO Patrick Spence on Q1 earnings, and how they tapped into the growing home audio category during the pandemic. Dr. Lucas Joppa, Chief Environmental Officer at Microsoft, on the company’s carbon removal investments and environmental strategy. Kate Krader, Food Editor for Bloomberg Pursuits, on NYC restaurants reopening with grim 25% math in mind. Ferdinando Giugliano, Bloomberg Opinion editor, discusses his column: “Who’s Booking Their Beach Holiday Already?” Hosted by Paul Sweeney and Vonnie Quinn.
Teva CEO: We Have Capability To Distribute Vaccine In U.S.
29 perc
1882. rész
Kåre Schultz, CEO of Teva Pharmaceuticals, on earnings and outlook. Jim Paulsen, Chief Investment Strategist for The Leuthold Group, on his current investment outlook, and whether we're in a bubble. June Grasso, Bloomberg Legal Analyst and Host of Bloomberg Law, discusses the second impeachment trial of former President Trump. Chris Bryant, Bloomberg Opinion industrials columnist, on his column: “Musk's Bitcoin Bet Is a Bean Counter's Nightmare.” Hosted by Paul Sweeney and Vonnie Quinn.
1-800-FLOWERS.COM Thrived Amid Need For Human Connection
29 perc
1881. rész
Chris McCann, CEO of 1-800-FLOWERS.COM, Inc., discusses how the company is adapting amid COVID, and outlook for Valentine’s Day business. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, on Biden’s foreign policy and the situation in Yemen. Austin Carr, Bloomberg technology reporter, on his story: “Apple Is the $2.3 Trillion Fortress That Tim Cook Built.” Timothy O'Brien, Senior Columnist for Bloomberg Opinion, discusses his column: "Trump Needs a Full Trial. Will Democrats Agree?” Hosted by Paul Sweeney and Vonnie Quinn. Hosted by Paul Sweeney and Vonnie Quinn.
19% of U.S. Workers Unsure of Taking Vaccine, Survey Says
29 perc
1880. rész
Rebecca Ray, Executive Vice President: Human Capital at The Conference Board, on their new survey polling 2,000 U.S. workers on comfortability taking the vaccine and return to work. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on Tesla’s investment in bitcoin. David Katz, CIO of Matrix Advisors, on why he's optimistic on value stocks. Hema Parmar, Bloomberg hedge fund reporter, on quant pioneer Renaissance's clients pulling out after a run of poor results. Hosted by Paul Sweeney and Vonnie Quinn.
Global Staffing CEO of LaSalle Breaks Down Jobs Report
36 perc
1879. rész
Tom Gimbel, CEO of global staffing company LaSalle Network, on the weaker-than-expected jobs report and the hiring landscape for 2021. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus treatments, vaccines and spread. Tara Lachapelle, Bloomberg Opinion media columnist, on her column: "Bud's Super Bowl Move Isn't Game Over for Ads." Anna Edgerton, Congress Deputy Team Leader for Bloomberg, on the Senate passing a budget blueprint for Joe Biden's $1.9 trillion relief bill. Hosted by Paul Sweeney and Vonnie Quinn.
New York-Presbyterian CEO: Helping Overcome Vaccine Fears
29 perc
1878. rész
Dr. Steven Corwin, New York-Presbyterian President & CEO, on the covid-19 vaccination rollout and educating the underserved. Brendan Ahern, Chief Investment Officer at KraneShares, on their new KSTR ETF which gives U.S. investors access to Shanghai’s Nasdaq-style STAR Board. Yelena Shulyatyeva, Senior Economist for Bloomberg Economics, on jobless claims and economic outlook. Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Janus Henderson’s client exodus. Hosted by Paul Sweeney and Vonnie Quinn.
Amazon Insiders Weigh in on CEO Jeff Bezos Stepping Down
30 perc
1877. rész
Amazon insiders weigh in on CEO Jeff Bezos stepping down: early investor Matt McIlwain, Group Managing Director at Madrona Ventures; and Colin Bryar, former Amazon VP and author of “WORKING BACKWARDS: Insights, Stories, and Secrets from Inside Amazon." Clint Plummer, CEO of NYC’s largest power generator Rise Light & Power, on proposing a new renewable energy transmission line into NYC that will harvest wind and solar power from upstate. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses the "Reddit mob." Hosted by Paul Sweeney and Vonnie Quinn.
Reddit Traders Beat The Masters of the Universe: Jim Bianco
29 perc
1876. rész
Jim Bianco, President of Bianco Research and Bloomberg Opinion columnist, on his new column: “Wall Street Never Saw the Redditors Coming.” Lizette Chapman, Bloomberg venture capital reporter, on Uber buying alcohol delivery company Drizly for $1.1 billion. Tai Lopez, Founder of Retail Ecommerce Ventures (REV), on the outlook for retail bankruptcies and potential acquisition targets. Fernando Valle, Oil & Gas Analyst for Bloomberg Intelligence, on Exxon posting its first loss in 40 years. Hosted by Paul Sweeney and Vonnie Quinn.
Fundamentals Still Matter Despite Reddit Noise: Federated's Orlando
29 perc
1875. rész
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on why fundamentals still matter. Bob Sloan, Founder and Managing Partner at S3 Partners, on entering finance’s "populist revolution." Marvin Owens, Chief Engagement Officer of Impact Shares and former Senior Director of Economic Development at the NAACP, on Black History Month and economic equity. Katherine Greifeld, Bloomberg cross-asset reporter, and Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on the retail Reddit/Robinhood traders targeting silver. Hosted by Paul Sweeney and Vonnie Quinn.
Covid Treatment Eliminated Death in Study, Says Eli Lilly
34 perc
1874. rész
Dr. Dan Skovronsky, Chief Scientific Officer at Eli Lilly and Company, discusses the role their covid-19 antibody therapies are playing in the fight against the pandemic. Bermuda Premier David Burt discusses the country’s thriving fintech and crypto business, as well as tackling the pandemic. Aaron Brown, Former Chief Risk Manager at AQR Capital Management, and Bloomberg Opinion columnist, discusses the GameStop phenomenon and Robinhood under fire. Sarah Ponczek, Bloomberg cross-asset reporter, on the short squeeze continuing for hedge funds. Hosted by Paul Sweeney and Vonnie Quinn.
GameStop Investor on 'Good Guy vs Bad Guy' Trading Face-Off
34 perc
1873. rész
GameStop investor John Broderick, Portfolio Manager of Permit Capital, discusses the phenomenon of amateur traders facing off with hedge funds. Jim Anderson, CEO of SocialFlow, and Sarah Ponczek, Bloomberg cross-asset reporter, on the GameStop retail frenzy and how social media is playing a role. Jim Keane, CEO of Steelcase, a leading manufacturer of furniture for offices, hospitals and classrooms, on why he's taking a bet on the return to work force. Dan Ives, Managing Director, Equity Research at Wedbush Securities, on Apple and Tesla earnings. Hosted by Paul Sweeney and Vonnie Quinn.
GameStop Is Rage Against the Financial Machine: John Authers
34 perc
1872. rész
John Authers, Senior Editor for Bloomberg Markets, discusses his column: "GameStop Is Rage Against the Financial Machine." Alan Blinder, Former Fed Vice Chairman and Professor at Princeton University, discusses why a healthy economy depends on Congress passing the virus relief bill. Bryan Whalen, Group Managing Director for TCW’s Fixed Income Group, on why credit portfolios need to account for a post-covid world. Dr. Don Vaughn, PhD., Head of Product for Invisibly, discusses the results of their vaccine attitudes survey: 47% of people are unlikely to get the covid-19 vaccine. Kathy Burton, Bloomberg Hedge fund reporter, discusses her story: “Reddit Traders Bludgeon Melvin Capital in Warning to Wall Street.” Hosted by Paul Sweeney and Vonnie Quinn.
AppHarvest Is Building Hi-Tech Indoor Farms For The Future
31 perc
1871. rész
Jonathan Webb, Founder and CEO of ag-tech company AppHarvest, on building some of the largest indoor farms in the world in Appalacia. Stephen Roach, Senior Fellow at Yale University and former Chairman of Morgan Stanley Asia, discusses his column: "The Weaker Dollar Trend Is Only Just Beginning.” Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on GE earnings and outlook. Sarah Ponczek, Bloomberg cross-asset reporter, online chat rooms fueling retail penny stock trading. Hosted by Paul Sweeney and Vonnie Quinn.
Why Merck's Vaccine Exit Is Significant: Mammadova
29 perc
1870. rész
Jeylan Mammadova, Global Sector Lead: Healthcare for Third Bridge, on vaccines and health care stocks. Thomas Flohr, Founder & Chairman of private aviation company, Vista Global, on the rise and outlook for private aviation. Peter Andersen, Founder of Andersen Capital Management, LLC, on his 40.7% return vs S&P500 for 2020, and what he expects for 2021. Katherine Doherty, Bloomberg distressed reporter, on AMC saying bankruptcy is off the table after raising financing. Hosted by Paul Sweeney and Vonnie Quinn (Matt Miller filling in for Vonnie Quinn.)
Biden Has Once-in-a-Century Chance to Fix Capitalism: Joe Nocera
31 perc
1869. rész
Joe Nocera, Bloomberg Opinion columnist, discusses his latest column: "Biden Has Once-in-a-Century Chance to Fix Capitalism." Burt Flickinger, Managing Director at Strategic Resource Group, on local Buffalo grocer pulling Kansas City BBQ sauces off the shelves ahead of the playoffs. Logan Mohtashami, housing data analyst and columnist for HousingWire, on his outlook for the 2021 housing market. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on health care workers relieved that Fauci is bringing back science to aid pandemic. Hosted by Paul Sweeney and Vonnie Quinn.
What's Keeping CEOs Up At Night: Conference Board Survey
32 perc
1868. rész
Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at The Conference Board, on the results from their Global CEO survey. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on his column: “Keystone XL Couldn’t Survive a Changed Climate.” Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on market drivers in a Biden administration. Josh Wingrove, Bloomberg White House correspondent, on Biden’s calls for unity facing challenges. Hosted by Paul Sweeney and Vonnie Quinn.
Gene Sperling: Democrats Must Stick Together To Go Big
33 perc
1867. rész
Gene Sperling, former Director of the National Economic Council and author of "Economic Dignity," talks about President Biden's economic plans, and why he needs to go big. Jeanne Sheehan Zaino, Bloomberg politics contributor, Professor at Iona College, and author of "American Democracy in Crisis," on Biden’s inauguration and Trump's exit. Sarah Ponczek, Bloomberg cross-asset reporter, on growth companies continuing to deliver. David Wilson, Bloomberg stocks editor, on market reaction to earnings. Hosted by Paul Sweeney and Vonnie Quinn.
Yellen Makes Big Sales Pitch for $1.9 Trillion: BI's Jersey
32 perc
1866. rész
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses what to expect from Treasury Secretary nominee Janet Yellen’s confirmation hearing. Sonali Basak, Wall Street reporter for Bloomberg, discusses bank earnings. Mike Dowdall, Investment Strategist and Portfolio Manager at BMO Global Asset Management, with his 2021 market outlook. Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent specializing in terrorism, on the latest intel surrounding the Capitol riots. Hosted by Paul Sweeney and Vonnie Quinn.
Consumers Took On Debt To Cover Holiday Spending: Creditntell
29 perc
1865. rész
Seema Shah, Director: Consumer and Retail Trends at Creditntell, on lower than expected retail sales. Laura Martin, Senior Media Analyst at Needham & Co., on the return of advertising and outlook for streaming. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on NYC Mayor de Blasio pleading for more vaccines from the Feds. Alison Williams, Senior Analyst: Global Investment Banks & Asset Managers for Bloomberg Intelligence, and Sarah Ponczek, Bloomberg cross-asset reporter, on bank earnings. Hosted by Paul Sweeney and Vonnie Quinn.
Office Space Cost Will Have To Come Down: IWG Global
30 perc
1864. rész
Mark Dixon, IWG Global CEO and Founder, on the impact of the COVID-19 pandemic on the commercial real estate sector and flexible workspace vertical. Jordan Gaspar, President and Managing Partner of VC firm, AF Ventures, on how covid upended packaged food consumption. Carl Riccadonna, Chief US Economist for Bloomberg Economics, on much higher than expected jobless claims. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on her column: “Deutsche Bank’s Trump Links Will Prove Sticky.” Hosted by Paul Sweeney and Vonnie Quinn.
Even McConnell Is Happy to See Trump Impeached: Timothy O'Brien
31 perc
1863. rész
Timothy O’Brien, senior columnist for Bloomberg Opinion, on his column: “Even McConnell Is Happy to See Trump Impeached." Kristina Hooper, Invesco Chief Global Market Strategist, on markets looking past chaos to a robust recovery. Anurag Rana, Senior Software & IT Services analyst for Bloomberg Intelligence, and Dave Wilson, Bloomberg stocks editor, on VMWare CEO Pat Gelsinger replacing Intel CEO Bob Swan. "Banker to the World" Bill Rhodes, former Chairman of Citibank and President and CEO of William Rhodes Global Advisors, on why Biden will assume the Gerald Ford role to heal the nation. Hosted by Paul Sweeney and Vonnie Quinn.
Why Bitcoin Is Having a Moment: CoinShares' Demirors
32 perc
1862. rész
Meltem Demirors, Chief Strategy Officer at CoinShares Group, on the crypto landscape, and what’s behind bitcoin’s crash and rebound. Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management, discusses his market outlook and investing strategy insights heading into 2021. Joe Nocera, Bloomberg Opinion columnist, discusses his column: “Revoke Social Media's Shield, But for Right Reason.” Remy Rioux, Paris Agreement Negotiator and Chair of the International Development Finance Club, on the U.S. return to the Paris Climate Agreement, and why he’s optimistic about tackling climate change. Hosted by Paul Sweeney and Vonnie Quinn.
House Has Strong Argument for Impeachment: Prof. Briffault
31 perc
1861. rész
Richard Briffault, Professor of Litigation at Columbia Law School, on the second impeachment of President Trump. Susan DeVore, CEO of Premier, Inc. (Nasdaq: PINC), discusses the changes needed to improve vaccine distribution. Mark Douglas, CEO of Steelhouse, on the social media bans on President Trump, and Big Tech shutting access to far-right platform Parler. Brooke Sutherland, Bloomberg Opinion industrials columnist, discusses her column: "Mob Violence Is Bad for Business." Hosted by Paul Sweeney and Vonnie Quinn.
New Business Starts Are Up Well Over 20%: Paychex CEO
30 perc
1860. rész
Marty Mucci, President and CEO of Paychex, discusses their small business employment report. Ramesh Ponnuru, Senior Editor for National Review, discusses the Jan 6th insurrection and his column: “Capitol Riot Was Trumpism's Essence on Display.” Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus treatments, vaccines and spread. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses a Democrat Senate and tax reform. Hosted by Paul Sweeney and Vonnie Quinn.
Trump Losing His Twitter Megaphone Would Be A Big Blow: SocialFlow CEO
28 perc
1859. rész
Jim Anderson, CEO of SocialFlow, on Twitter and Facebook suspending the President’s social media accounts. Dennis Woodside, President of Impossible Foods, on cutting prices 15% to compete with beef. Jordan Strauss, Managing Director at Kroll, and Former Director of Preparedness and Response, National Security Division, U.S. DOJ, discusses the security issues surrounding the violent insurrection in Washington DC. Sarah Ponczek, Bloomberg cross-asset reporter, on climbing yields and markets brushing off chaos. Hosted by Paul Sweeney and Vonnie Quinn.
Eaton Vance Head of Fixed Income: Keyed on Cyclical Rotation Trade
37 perc
1858. rész
Eric Stein, Chief Investment Officer: Fixed Income at Eaton Vance, on his current outlook for bond markets, inflation and the rotation trade. Carl Weinberg, Founder and Chief Economist at High Frequency Economics, on how the Democratic Senate win changes his outlook for the economy. Lananh Nguyen, Bloomberg finance reporter, on confusion over the NYSE delisting of China stocks. Josh Wingrove, White House correspondent for Bloomberg, on President Trump pitting Republicans against Republicans. Hosted by Paul Sweeney and Vonnie Quinn.
SkyBridge's Scaramucci On Why He Launched A Bitcoin Fund
29 perc
1857. rész
Anthony Scaramucci, Founder of SkyBridge Capital and former White House communications director, discusses SkyBridge’s new bitcoin fund and how this will open up the gates for greater access. IMAX CEO Richard Gelfond discusses the outlook for films and movie theaters. Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, on how markets are looking at the Georgia Senate runoff race. Stephen Schork, President of the Schork Group and Editor of The Schork Report, on the new era of muted oil demand. Hosted by Paul Sweeney and Vonnie Quinn.
Senate Runoffs Threaten Bullish Market: Federated's Orlando
32 perc
1856. rész
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on three things to watch in 2021. Timothy O’Brien, Bloomberg Opinion senior columnist, discusses his column: “Trump Phone Call Is What Coup Fever Looks Like.” Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on another wild ride for bitcoin and why OPEC is fighting a losing battle. Michelle Cortez, Senior Health, Science and Medical Technology Reporter for Bloomberg, on what scientists fear about the new covid strains. Hosted by Paul Sweeney and Vonnie Quinn.
The Cruise Ship Suicides Began After The Passengers Left
27 perc
1855. rész
Austin Carr, Bloomberg technology reporter, discusses his column: “The Cruise Ship Suicides Began After the Last Passengers Left.” Darrin Williams, CEO of Southern Bancorp, on why they are "first responders" to underserved communities. Michael Rea, Founder and CEO of RX Savings Solutions, on the vaccine rollout, and the outlook for cuts to drug pricing under Biden. Elise Young, Bloomberg reporter, discusses how restaurants are bracing for a New Year’s Eve without much celebration. Hosted by Carol Massar (filling in for Paul Sweeney and Vonnie Quinn.)
How XpresSpa Converted Airport Spas Into Test Centers: CEO Satzman
28 perc
1854. rész
Doug Satzman, CEO of XpresSpa Group, on how the largest airport spa company in the world pivoted into covid and medical testing centers. Irv Goldman, CEO of wine auction house Acker, on launching Acker Wine Markets, a data-driven wine investing platform providing market analytics. Stephen Kane, Group Managing Director and Portfolio Manager at TCW Fixed Income, discusses stressors in fixed income markets. Michael Montagano, CEO at Kitchen United, on the “ghost kitchen” business model that offers restaurants a capital-lite structure to prepare food for take-out and delivery only. Hosted by Carol Massar (filling in for Paul Sweeney and Vonnie Quinn.)
Wall Street Tempers Bonus Expectations In Pandemic Year
28 perc
1853. rész
Lananh Nguyen, Bloomberg finance reporter, on Wall Street tempering bonus expectations in year of the pandemic. Luisa Bianco, Professor of Public Policy at Pepperdine University, discusses her column, “The 'She-cession' Is Very Real for Minority Women.” Steve Grobman, Senior Vice President and Chief Technology Officer at McAfee, on the "Cyber Pearl Harbor" SolarWinds hack into the U.S. government. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, on why investors are flocking to their JETS ETF. Hosted by Carol Massar (filling in for Paul Sweeney and Vonnie Quinn.)
The Good, The Bad, And The Ugly of SPACs: LUMA's Kawaja
28 perc
1852. rész
Terence Kawaja, Founder & CEO, LUMA Partners Investment Banking, on their new SPAC LUMAscape which maps over 250 SPACs by sector and status. Claudia Sahm, Founder of Stay-At-Home Macro and former Federal Reserve economist, discusses her column: “Forgiving Student Loans Is Not a Lasting Solution.” Scott Torrey, CEO of PayScale, on compensation in 2021 and their recent report on the hottest jobs and top paid skills of 2020. Heather Perlberg, Bloomberg private equity reporter, discusses her Bloomberg Businessweek story: "The Doctor Will See You Once You Sign This Arbitration Agreement." Hosted by Carol Massar (filling in for Paul Sweeney and Vonnie Quinn).
Pop the Champagne Corks. 2020 Is Finally Ending.
41 perc
1851. rész
“Champagne” Blaine Ashley, Founder of New York Champagne Week and The FIZZ is Female platform, will discuss the best champagnes to exit 2020 and ring in the holidays. Alan Zafran, Founding Partner and Co–CEO at IEQ Capital, on why 2021 will be a good-but-not-great year for stocks. Forbes Global Properties Co-Founders Bonnie Stone Sellers and Jeff Hyland discuss the outlook for global luxury real estate. Jeanne Zaino, Bloomberg Opinion contributor and Professor of Political Science at Iona College, on Trump upending the stimulus bill and his pardon spree. Hosted by Paul Sweeney, Vonnie Quinn, and Lisa Abramowicz.
Brexit Negotiators Reach Outline of Historic Trade Deal
32 perc
1850. rész
Maria Tadeo, Europe reporter for Bloomberg Television, discusses U.K. and European Union negotiators finally reaching the outline of a post-Brexit trade agreement. Joe Nocera, Bloomberg Opinion columnist, discusses his column: “Why Airlines Outrank Restaurants in Relief Money." Ben Emons, Managing Director, Global Macro Strategy at Medley Global Advisors, on the stimulus package and his current strategic outlook. Yelena Shulyatyeva, Senior Economist for Bloomberg Economics, on jobless claims and today’s slew of economic data. Hosted by Paul Sweeney and Vonnie Quinn.
Apple Should Partner With Tesla On EVs: Wedbush's Ives
29 perc
1849. rész
Dan Ives, Managing Director and Equity Analyst at Wedbush Securities, on Apple's electric car venture. Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, on why financials are the #1 investment pick. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses the "Laidlaw 5" forecasts for 2021. Sam Fazeli Senior Pharmaceutical Analyst and Head of EMEA Research for Bloomberg Intelligence, discusses his column: “How Worrisome Is This U.K. Virus Variant?” Hosted by Paul Sweeney and Vonnie Quinn (Paul Sweeney out.)
Hackers May Be Deeply Embedded In DoD: Former CIA Ops Chief
31 perc
1848. rész
Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the gravity of the massive cyber hack. Craig Garthwaite, Director of the Program on Healthcare at Northwestern University’s Kellogg School of Management, discusses why the U.S. should buy every dose of vaccine it can right now. Brian Chappatta, Bloomberg Opinion debt columnist, discusss his column: “Jamie Dimon Gets His $30 Billion Buyback Wish.” Arron Kallenberg, CEO of Wild Alaskan, on bringing seafood directly to consumers. Hosted by Paul Sweeney and Vonnie Quinn.
Get Ready For Pay Cuts, As Work-From-Home Endures
30 perc
1847. rész
Noah Buhayar, Bloomberg real estate reporter, discusses his Bloomberg Businessweek cover story: “The Work-From-Home Boom Is Here to Stay. Get Ready for Pay Cuts.” Dana Peterson, Chief Economist for the Conference Board, on the November Leading Index, and the "she-cession." Kartikay Mehrotra, Bloomberg Cybersecurity reporter, on the severity of the Russia hack into US government agencies. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus treatments, vaccines and spread. Hosted by Paul Sweeney and Vonnie Quinn (Paul Sweeney out.)
Bankruptcy Is The Solution to Student Loan Crisis: Joe Nocera
29 perc
1846. rész
Joe Nocera, Bloomberg Opinion columnist, discusses his column: "Bankruptcy Is the Solution to Student Loan Crisis." Lindsey Piegza, Chief Economist at Stifel, on Congress failing on stimulus, and her economic outlook. Charlie Young, CEO of Synergy HomeCare, on the booming home health business and protecting the elderly. Molly Smith, Bloomberg corporate finance reporter, discusses her story: "Up Against Wall Street Bond Giants, Minority Firms Want More." Hosted by Paul Sweeney and Vonnie Quinn.
How We're Getting The Vaccine To Our Patients: Heal's Dua
31 perc
1845. rész
Dr. Renee Dua, Chief Medical Officer of Heal, discusses the best practices for vaccine distribution. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and Bloomberg Opinion contributor, previews the FOMC meeting and discusses stimulus. Brendan Coughlin, Head of Consumer Banking at Citizens Bank, on consumer health, the shift to digital banking, and consumer lending. Alex Webb, European Technology and Media Columnist for Bloomberg Opinion, discusses his column: "Google, Amazon and Apple Face the Nuclear Option." Hosted by Paul Sweeney and Vonnie Quinn.
Post-Vaccine World Will Embrace Globalization: Joel Hyatt
29 perc
1844. rész
Joel Hyatt, Trustee Emeritus at the Brookings Institution and co-founder, Chairman and Chief Executive Officer of Globality, Inc., discusses his economic predictions for a post-vaccine world. Dr. Amesh Adalja, Senior Scholar and Infectious Disease physician at the Johns Hopkins Center for Health Security, on why the vaccine rollout won't stop the impending death toll. Dave Hunt, President of Hunt Auctions, discusses the upcoming Christie's and Hunt auction of baseball memorabilia, including a 1931 Lou Gehrig jersey expected to fetch $1.5 million. Miles Weiss, SEC reporter for Bloomberg, on how Blackstone’s next product could be data from the companies it buys. Hosted by Paul Sweeney and Vonnie Quinn.
Bonus: Game Changers, Part 4
13 perc
1843. rész
As the earth is facing an increasingly consequential climate crisis, thinkers around the world are racing to find solutions. Many of them have been able to translate their eureka moments into action at a greater pace and scope than we might have though. In this four part mini series we've been meeting the visionary minds attempting to sculpt the future of sustainable energy and save our global resources. In this fourth and final episode: A Green New Deal.
Value Investors Must Adapt or Face Failure: Bruce Greenwald
33 perc
1842. rész
Bruce Greenwald, Professor Emeritus at Columbia Business School and Senior Advisor at First Eagle Investment Management, discusses his new book: "Value Investing: From Graham to Buffett and Beyond." Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent specializing in terrorism, on the massive hack into U.S. Treasury and other US agencies. Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on credit markets and his macro outlook. Bob Langreth, Bloomberg health care reporter, on the vaccine rollout in the U.S. starting today. Hosted by Paul Sweeney and Vonnie Quinn.
3 Million Vaccine Doses Ready To Go Out Next Week: JHU's Sauer
28 perc
1841. rész
Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus treatments, vaccines and spread. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses IPO pricing and investing fails. Lucas Shaw, Bloomberg Entertainment reporter in Los Angeles, on Bob Dylan selling his entire catalog to Universal Music, and the fueled demand for publishing rights. Patrick Clark, Bloomberg real estate reporter, on how one billion unsold hotel rooms define lodging’s terrible year. Hosted by Paul Sweeney and Vonnie Quinn.
Mark Zuckerberg Always Knew What He Was Doing: Joe Nocera
30 perc
1840. rész
Joe Nocera, Bloomberg Opinion columnist, discusses his column: "Facebook Has Only Itself to Blame for Drastic Remedy." Mandeep Singh, Senior Technology Analyst for Bloomberg Intelligence, discusses Airbnb's valuation and company outlook. Chris Whalen, Chairman of Whalen Global Advisors, on the outlook for Fannie Mae and Freddie Mac. Xavier Unkovic, CEO of Amy’s Kitchen, on how the organic packaged food company has fared during the pandemic. Hosted by Paul Sweeney and Vonnie Quinn (Paul Sweeney out.)
DoorDash Frenzy Shows Big Need For Retail Access to Pre-IPO Shares
29 perc
1839. rész
Brianne Lynch, Head of Business Development & Partnerships at EquityZen, on the Airbnb and Doordash IPOs, and trading pre-IPO shares before they go public. Jim Vogel, Interest Rate Strategist for FHN Financial, on which part of the yield curve holds the most value. John Lynch, Chief Investment Officer at Comerica Asset Management, on their 2021 market outlook. Lee Klaskow, Senior Transport, Logistics and Shipping Analyst for Bloomberg Intelligence, on why he's bullish on FedEx and UPS. Hosted by Paul Sweeney and Vonnie Quinn.
'Astonishing' Astra Vaccine Reduces Asymptomatic Cases
36 perc
1838. rész
Michelle Cortez, Health, Science and Medical Technology Reporter for Bloomberg, on AstraZeneca and Oxford's 'remarkable' covid-19 vaccine results. Dan Ives, Managing Director, Equity Research at Wedbush Securities, on Tesla raising as much as $5 billion of common stock in its third offering this year. CoinShares Chairman Danny Masters discusses the robust investment landscape for bitcoin and cryptocurrency. Professor Mitchell Moss, Director of the NYU Rudin Center for Transportation, discusses new research that suggests public transit is NOT a significant vector for spreading viruses. Hosted by Paul Sweeney and Vonnie Quinn.
Bill Dudley: Why Markets Should Worry About Inflation
29 perc
1837. rész
Bill Dudley, former New York Fed President and senior researcher at Princeton University’s Center for Economic Policy Studies, discusses his column: "Five Reasons to Worry About Faster U.S. Inflation." Mike Parra, CEO of DHL Express Americas, discusses the explosion of e-commerce and why globalization is far from dead. Therese Raphael, Bloomberg Opinion editor, on the potential collapse of Brexit talks. Wolfgang Koester, Senior Strategy Officer at Kyriba, on the weakening US dollar, and Airbnb's currency problem. Hosted by Paul Sweeney and Vonnie Quinn.
U.S. Heading Towards A Second Contraction: BE's Riccadonna
34 perc
1836. rész
Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on the November jobs report and outlook for the economy. Christy Hill, Head of Americas Asset Management and Global Head of ESG, PGIM Real estate, on how climate change – and now COVID-19 – are emerging as the predominant risks on the horizon for real estate managers. Tara Lachapelle, Bloomberg Opinion media columnist, will discuss Warner Bros. putting all of its 2021 films on HBO Max at the same time they hit theaters. Justin Levitt, Professor of constitutional law at Loyola Law School, on Trump's election lawsuits and pardons. Hosted by Paul Sweeney and Vonnie Quinn.
Covid Triggering Incredible Opportunities In Fallen Angels: Mellon
32 perc
1835. rész
Paul Benson, Head of Fixed Income Efficient Beta at Mellon, a BNY Mellon Investment Management firm, discusses his outlook for the fallen angels’ universe. Victoria Espinel, CEO of BSA | The Software Alliance and former U.S. IP Enforcement Coordinator in the Obama Administration, to discuss what we can expect from President-elect Joe Biden on tech policy. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Ryanair and Boeing announcing deal to buy 737 Max planes. Nir Kaissar, Founder of Unison Advisors and a Bloomberg Opinion columnist, discusses his column: "Lessons From 2008 for Fighting Covid in 2020." Hosted by Paul Sweeney and Vonnie Quinn.
How The Ultra-Rich Are Investing After Biden Win: Tiger 21
28 perc
1834. rész
Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra wealthy are investing under a Biden presidency. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA Research for Bloomberg Intelligence, on the U.K. becoming the first Western country to clear Pfizer-BioNTech's vaccine shot. Craig Johnson, President of Customer Growth Partners, with his 19th annual holiday retail forecast. Frank Bowman, former federal prosecutor and Professor at University of Missouri Law School, discusses the limits of Trump's pardon power. Hosted by Paul Sweeney and Vonnie Quinn.
Covid Has Significantly Accelerated ESG Investing: PGIM Head of ESG
32 perc
1833. rész
BLOOMBERG MARKETS SPECIAL ON ESG INVESTING: Eugenia Jackson, Head of environmental, social & governance (ESG) research at PGIM Fixed Income, on the growth of ESG investing. Katherine Neiss, PhD, Chief European Economist for PGIM Fixed Income, on Europe's economic outlook. Andrew Dyson, Chairman and CEO of QMA, discusses how the outcome of the US election could have implications for ESG investing. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, discusses his column: "Mary Barra Needs to Explain GM’s Nikola Misstep." Hosted by Paul Sweeney and Vonnie Quinn.
Record-Breaking Black Friday Sales, Despite Pandemic
29 perc
1832. rész
John Copeland, VP of Marketing and Customer Insights at Adobe, on record-breaking Black and Cyber Monday sales. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on how OPEC is trying to sustain oil market gains. Matt Maley, Chief Market Strategist at Miller Tabak + Co., and Founder of The Maley Report, with technical analysis of equity markets. Chris Hughes, Bloomberg Opinion deals columnist, discusses the S&P-IHS Markit deal and his column: "S&P Puts $44 Billion on Wise ‘Big Is Better’ Wager." Hosted by Paul Sweeney and Vonnie Quinn (Vonnie Quinn out).
Shopping, Solving Teacher Shortages, Wine Investing
32 perc
1831. rész
James Fallon, Editorial Director at Women's Wear Daily discusses Black Friday, and what to expect in holiday retail and consumer spending. Elevate K-12 CEO Shaily Baranwal discusses how she has figured out the solution to the teacher shortage as the "Peloton of education, and Anthony Zhang, cofounder and CEO of Vinovest, a company that is democratizing access to fine wine investing.
Hosted by Paul Sweeney and Vonnie Quinn.
BofA Dashes Hopes For Hefty Trader Bonuses This Year
31 perc
1830. rész
Lananh Nguyen, Bloomberg finance reporter, on BofA jolting traders with talk of a flat bonus pool, in an omen for Wall Street. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and Bloomberg Opinion contributor, discusses the labor market backtracking, and why Yellen isn't the best choice for Treasury Secretary. John Kilduff, Founder of Again Capital, on why jet fuel will have a big year in 2021. Laird Landmann, Co-Director of Fixed Income at TCW, on bond markets and his current investment strategy. Hosted by Vonnie Quinn and Paul Sweeney.
Reviving Immigration Is Key To U.S. Turnaround: Kotok
29 perc
1829. rész
David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on why markets are looking forward to the end of Trump chaos and covid. Nick Colas, co-Founder of DataTrek Research, on market exuberance, and Janet Yellen as Treasury Secretary. Charlotte Ryan, Bloomberg aviation reporter, on why covid passports are the key to resuming international travel. Steven Arons, German banks reporter for Bloomberg, on Deutsche Bank considering 40% permanent work-from-home policy. Hosted by Paul Sweeney and Vonnie Quinn.
The Realignment of Global Dollar Policy Will Boost Gold
32 perc
1828. rész
Everett Millman, precious metals specialist with Gainesville Coins, on his outlook for gold and precious metals. "Banker to the World" Bill Rhodes, former Chairman of Citibank and President and CEO of William Rhodes Global Advisors, on the G20 and China economy. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, on AstraZeneca's vaccine data showing 70-90% effectiveness. Hosted by Paul Sweeney and Vonnie Quinn.
Mnuchin: Following Law In Seeking Return of Fed Funds
31 perc
1827. rész
Bloomberg's Saleha Mohsin, U.S. Treasury reporter, and Mike McKee, International Economics & Policy Correspondent, discuss Treasury Secretary Steven Mnuchin clashing with the Fed over returning unused funds back to the Treasury. Lindsey Piegza, Chief Economist at Stifel, on the U.S. economy losing steam. Brian Chappatta, Bloomberg Opinion debt columnist, discuss his column: "Should Corporate Zombies Give You Nightmares?" Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus treatments, vaccines and spread.
How to Tweak the 60/40 Portfolio to Boost Yield: Ritholtz
26 perc
1826. rész
Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the 60-40 portfolio. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at The Conference Board, on the November Leading Index and slowing recovery. Bryan Fairbanks, CEO of TREX, on how the pandemic has boosted outdoor living and home renovation. Hosted by Paul Sweeney and Vonnie Quinn.
Boeing Max Is Back, Cash Generation to Return in 2021: Ferguson
33 perc
1825. rész
George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Boeing Max cleared to fly by the FAA, and Sarah Ponczek, Bloomberg cross-asset reporter, on markets and assets. Joe Mastrangelo, CEO of Eos Energy Enterprises (EOSE: Nasdaq), on their zinc battery technology, and taking the company public thru a SPAC. Doug Duncan, Chief Economist at Fannie Mae, on the red hot demand for housing. Internet pioneer Alan Meckler, Managing Partner at Asimov Ventures, on the future of quantum computing and the "quantum threat" to cyber security. Hosted by Paul Sweeney and Vonnie Quinn.
Get Ready For Another Round Of Toilet Paper Panic
30 perc
1824. rész
Burt Flickinger, Managing Director at Strategic Resource Group, on retail earnings and why the covid supply shock hasn't improved. Ben Slavin, Global Head of ETFs, Asset Servicing, at BNY Mellon, on the resiliency of ETFs amid the covid crisis. Alyssa Cutright, head of global payments for eBay, on payments after their split with PayPal. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses why bond markets are range-bound. Hosted by Paul Sweeney and Vonnie Quinn.
Bonus: Game Changers, Part 3
13 perc
1823. rész
As the earth is facing an increasingly consequential climate crisis, inquisitive minds all over the globe are hard at work trying to find solutions. Many of them have been able to translate their eureka moments into action at a greater pace and scope than the sometimes gloomy headlines will have us think.
In this four part miniseries we'll meet the visionary minds who attempt to sculpture the future of sustainable energy and global resources. We'll get a peek behind the curtains of their factory floors, hear of the sometimes surprising origins of their ideas, and be introduced to a potentially greener tomorrow. In the third episode: Microgrids and Microeconomies.
Moderna CEO: 'Game-Changer' Vaccine Is Easier To Ship
19 perc
1822. rész
Moderna CEO Stephane Bancel speaks with Bloomberg's Alix Steele and Guy Johnson on the company's covid vaccine trials, found to be 94% effective. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research for Bloomberg Intelligence, and Sarah Ponczek, Bloomberg cross-asset reporter, weigh in on the news. Tuna Amobi, Equity Research Analyst at CFRA Research, on outlook for the travel and hospitality industry. Hosted by Paul Sweeney and Vonnie Quinn.
Biden Should Reverse China Tariff Fiasco: HFE's Weinberg
30 perc
1821. rész
Dr. Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on his outlook for the U.S. economy, and how the US-China relationship will look under Biden. Tara Lachapelle, Bloomberg Opinion media and deals columnist, discusses her column: "Meet Disney+, Formerly Known as Walt Disney Co." Arun Sundaram, equity analyst at CFRA Research, answers the question: Is Biden better for rural America? Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on what's driving bitcoin. Hosted by Paul Sweeney and Vonnie Quinn.
Weary Market Eager To Look Beyond Trump Chaos: Ritholtz
34 perc
1820. rész
Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses Trump's fraudulent election claims, stimulus, and central banks. Tai Lopez, Executive Chairman of Retail Ecommerce Ventures (REV), on their business model of acquiring distressed retail brands and relaunching into the online retail marketplace. Sarah Ponczek, Bloomberg cross-asset reporter, on oil breaking out and the reflation trade. Hans Olsen, CIO of Fiduciary Trust Company in Boston, on how the 60-40 investment strategy is evolving. Hosted by Paul Sweeney and Vonnie Quinn.
Why It's High Time for Federal Cannabis Legislation: Simply Pure CEO
30 perc
1819. rész
Wanda James, founder and CEO of Simply Pure Dispensary, discusses the national trend to legalizing recreational marijuana. Jim Paulsen, Chief Investment Strategist of The Leuthold Group, on why positive forces will keep the U.S. economic recovery on track. Jeylan Mammadova, Global Sector Lead for Healthcare for Third Bridge, discusses her outlook for the Pfizer vaccine and other covid treatments. On Veteran's Day, Toby Harshaw, National Security writer and Bloomberg Opinion editor, discusses how the military will look under President Biden. Hosted by Paul Sweeney and Vonnie Quinn.
Dangerous Time For U.S. As Trump Guts Defense: Admiral Stavridis
32 perc
1818. rész
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on Trump's firing of Defense Secretary Esper, and the decapitation of the defense department. June Grasso, Bloomberg Legal Analyst and Host of Bloomberg Law, on Obamacare facing a Supreme Court showdown. Dr. Amesh Adalja, Senior Scholar and Infectious Disease physician at the Johns Hopkins Center for Health Security, on the Pfizer vaccine and the covid explosion across the U.S. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses why vaccine and fiscal stimulus are a recipe for bear steepening.
Pfizer's Robust Vaccine Data Comes With Caveats: Nisen
34 perc
1817. rész
Max Nisen, Bloomberg Opinion biotech and health care columnist, on Pfizer's vaccine data showing it prevents 90% of covid infections. Mike Mayo, Senior Banking Analyst at Wells Fargo Securities, on the big day for the banks. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the importance of the Georgia runoff and his current strategy post-election. Thomas McLoughlin, Head of Americas Fixed Income at UBS Global Wealth Management, on bond markets after positive vaccine and election news. Hosted by Paul Sweeney and Vonnie Quinn.
The Industries That Are Hiring Right Now: LaSalle CEO
34 perc
1816. rész
Tom Gimbel, CEO of global staffing company LaSalle Network, on the jobs report and the hiring landscape. Eddie Perkin, Chief Equity Investment Officer at Eaton Vance, on impact on markets and the growth-value debate. Lionel Laurent, Bloomberg Opinion columnist, discusses his column, "Biden’s Lead Is Bittersweet For America’s Allies." Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on how the exponentially rising covid cases will soon overwhelm health care workers. Hosted by Paul Sweeney and Vonnie Quinn.
Stimulus Gridlock Will Test Fed's Toolbox: State Street's Loh
36 perc
1815. rész
Marvin Loh, Global Macro Strategist at State Street, on what to expect from the Fed, as the likelihood of a split government dampens stimulus expectations. Kate Barton, Global Vice Chair of Tax at EY, discusses the reversal in tax strategies as the Blue Wave doesn't materialize. Ken Shea, Senior Analyst Global Food, Beverages & Tobacco for Bloomberg Intelligence, on U.S. states gearing up for a legal pot boom, as cannabis ballot measures pass in 5 more states. Joshua Green, Bloomberg Businessweek columnist, discusses his story: "Trumpism Is Here to Stay, No Matter Who’s in the White House." Hosted by Paul Sweeney and Vonnie Quinn.
No Plausible Legal Grounds To Contest Election: Levitt
34 perc
1814. rész
Justin Levitt, Professor of Constitutional Law at Loyola Law School, on why there isn't a legal basis for contesting the election. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on bond markets and his current election outlook. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, discusses how the election has impacted her outlook for the economy, and a preview of the FOMC. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on the election results. Hosted by Paul Sweeney and Vonnie Quinn.
Contested Election Is Worst Case For Markets: Invesco's Hooper
30 perc
1813. rész
Kristina Hooper, Invesco Chief Global Market Strategist, on election scenarios and avoiding fear-driven decisions. Wendy Schiller, Chair of Political Science at Brown University, on why the election is tighter than many think. Nick Colas, co-Founder of DataTrek Research, on sector strategies surrounding the election. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses what bond markets are signalling. Hosted by Paul Sweeney and Vonnie Quinn.
The Return of Inflation Pushing Up Yields in 2021: Bianco
29 perc
1812. rész
Jim Bianco, Founder and President of Bianco Research, on how bond markets pricing in the election. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on how to prepare for a likely contested election. Jonathan Bernstein, Bloomberg Opinion politics reporter, discusses his column: "Tomorrow Won't Be a Normal Election Day." Dr. Akshat Rathi, Bloomberg Green climate reporter, on what the U.S. election means for climate action. Hosted by Paul Sweeney and Vonnie Quinn.
U.S. May Need France-Like Lockdowns to Beat Covid
31 perc
1811. rész
Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, discusses his column: "U.S. May Need France-Like Lockdowns to Beat Covid." Laura Martin, Senior Media Analyst at Needham & Co., breaks down all the Big Media earnings. Dominic Nolan, Senior Managing Director at Pacific Asset Management, discusses how the global demand for yield is tightening spreads. Sarah Ponczek, Bloomberg cross-asset reporter, on the charts that are spooking Wall Street. Hosted by Paul Sweeney and Vonnie Quinn.
Low-Rated Junk Bonds Not Properly Pricing Risk: TCW's Rivelle
29 perc
1810. rész
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on his investment strategy and outlook for fixed income markets. Constance Hunter, Chief Economist at KPMG, on GDP and economic outlook. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, on Big Media's hearing and outlook for FAANG earnings. Stephanie Baker, Senior Writer for Bloomberg, discusses her Businessweek story: "Operation Warp Speed Could Shape Up to Be an $18 Billion Bargain." Hosted by Paul Sweeney and Vonnie Quinn (Lisa Abramowicz filling in for Vonnie Quinn.)
Big Media Fends Off Congress Over Content: SocialFlow CEO
35 perc
1809. rész
Jim Anderson, CEO of SocialFlow, on the Senate hearing with Facebook, Boogon Big Media's protection from legal liability for user content. Gina Martin Adams, Chief Equity Analyst for Bloomberg Intelligence, and Sarah Ponczek, Bloomberg cross-asset reporter, on what's behind the market sell-off. Dan Ives, Managing Director and Equity Analyst at Wedbush Securities, on Big Tech regulation and what to expect in earnings this week. Hosted by Paul Sweeney and Vonnie Quinn.
The October Consumer Confidence Index
29 perc
1808. rész
Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, discusses the October Consumer Confidence Index. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, talks about supply and the Libor transition. John Authers, Bloomberg Markets Senior Editor, walks through his column "Covid Fear Is Back and Driving Markets Again." And Jeylan Mammadova, Global Sector Lead for Healthcare at Third Bridge, shares earnings insights on top pharma firms Pfizer, Merck, Sanofi and GSK.
Hosts: Vonnie Quinn and Paul Sweeney. Producer: Doni Holloway.
Oil Demand Hopes Crushed By Covid Resurgence: Again's Kilduff
29 perc
1807. rész
John Kilduff, Founder of Again Capital, on how covid-19 is dashing hopes for an oil market recovery. David Lee, CFO of Impossible Foods, on how they are doubling the size of R&D to fuel international growth. Sarah Ponczek, Bloomberg cross-asset reporter, on the stay-at-home trade re-emerging over virus concerns. Craig Johnson, President of Customer Growth Partners, with their annual holiday retail forecast. Hosted by Paul Sweeney and Vonnie Quinn.
Carrot Hot Dogs May Be Coming To A Stadium Near You
32 perc
1806. rész
Bolthouse Farms CEO Jeff Dunn on building a plant-based food economy. Brian Chappatta, Bloomberg Opinion debt columnist, discusses his column on the 1MDB scandal: "Goldman Clawbacks More Stunning Than $5 Billion." Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on Gilead's Remdesivir getting FDA approval as a covid-19 treatment. David Yaffe-Bellany, Bloomberg Washington legal reporter, on the big legal threats President Trump will face if he loses the election and no longer has the DOJ to protect him. Hosted by Paul Sweeney and Vonnie Quinn.
Credit Spread Cushion Is Pretty Much Gone: UBS's Falconio
31 perc
1805. rész
Leslie Falconio, senior strategist at UBS Global Wealth Management, discusses how investors can add yield to their portfolios. Don McCree, Head of Commercial Banking at Citizens Bank, on the continued challenges facing the business community in the midst of COVID-19. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on airlines results. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on how to glean knowledge from market experts. Hosted by Vonnie Quinn.
Epic S&P Rally Is Powered By Assets You Can't See or Touch
30 perc
1804. rész
Sarah Ponczek, Bloomberg cross-asset reporter, on how the epic S&P rally is powered by intangibles like algorithms and brands and lists. Joe Nocera, Bloomberg Opinion columnist, discusses his column: "Google Should Learn From Microsoft’s Tough Lesson." Peter Andersen, Founder of Andersen Capital Management, LLC, on enduring stocks that can weather any election outcome. Damian Sassower, Chief Emerging Markets Credit strategist for Bloomberg Intelligence, on the increased fiscal vulnerability of developing nations. Hosted by Vonnie Quinn.
More States Likely To Pile On Google Post-Election: BI's Rie
29 perc
1803. rész
Jennifer Rie, Senior Litigation Analyst for Bloomberg intelligence, and Sarah Ponczek, Bloomberg cross-asset reporter, on the DOJ accusing Google of abusing market power. Kenneth Laub, composer, producer and World Trade Center real estate mogul, on how Broadway will be shuttered until May of 2021 and how NYC can’t survive without the arts. Tropical Smoothie CEO Charles Watson discusses their growth during the pandemic, and the commercial real estate landscape for franchises. David Katz, CIO of Matrix Advisors, on markets and his current investment outlook. Hosted by Paul Sweeney and Vonnie Quinn. Hosted by Paul Sweeney and Vonnie Quinn.
China's Recovery Lacks Consumer Demand: China Beige Book
29 perc
1802. rész
Leland Miller, CEO of China Beige Book International, on why China's economic recovery is not so healthy. Robert Rosenberg, the former CEO of Dunkin’ Donuts, discusses his new book, "AROUND THE CORNER TO AROUND THE WORLD: A Dozen Lessons I Learned Running Dunkin’ Donuts." RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on bond markets and the election. Rob Brown, CEO of Lincoln International, on the state of M&A during covid. Hosted by Paul Sweeney and Vonnie Quinn.
Here's Second Covid Wave We Hoped We Wouldn't See: JHU's Sauer
28 perc
1801. rész
Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the latest news surrounding covid vaccines, treatments, and spread. Kit Juckes, Chief Global FX Strategist for Societe Generale, on how assets are reacting after Boris Johnson threatening a no-deal Brexit. Ramesh Ponnuru, Senior Editor at the National Review and Bloomberg Opinion columnist, on Judge Amy Coney Barrett's confirmation hearings, and election politics. George Ferguson, Senior Analyst Aerospace: Defense & Airlines for Bloomberg Intelligence, on Boeing's Max plane getting safe-to-fly approval by Europe’s aviation regulator.
Gorman's Model Reaps Rewards for Morgan Stanley: Whalen
33 perc
1800. rész
Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and outlook. Sarah Ponczek, Bloomberg cross-asset reporter, on why earnings beats don't mean the same during this pandemic. Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on the dim outlook for the U.S. economy, and China gaining edge. Christian Magoon, Portfolio Manager of the Amplify Online Retail ETF (IBUY; $925M AUM), on another record Amazon Prime Day and the 2020 holiday season. Hosted by Paul Sweeney and Vonnie Quinn.
'Cheap' Banks Group Poised For 2021 Rebound: CFRA's Leon
31 perc
1799. rész
Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings and outlook. Leading labour economist Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on the lack of U.S. stimulus and what to expect on the Brexit deadline. Sarah Halzack, Bloomberg Opinion consumer columnist, on Amazon Prime Day. Mike McKee, International Economics & Policy Correspondent for Bloomberg, on President Trump's address to the Economic Club of New York, Hosted by Vonnie Quinn and Paul Sweeney.
Bonus: Game Changers, Part 2
13 perc
1798. rész
As the earth is facing an increasingly consequential climate crisis, inquisitive minds all over the globe are hard at work trying to find solutions. Many of them have been able to translate their eureka moments into action at a greater pace and scope than the sometimes gloomy headlines will have us think.
In this four part miniseries we'll meet the visionary minds who attempt to sculpture the future of sustainable energy and global resources. We'll get a peek behind the curtains of their factory floors, hear of the sometimes surprising origins of their ideas, and be introduced to a potentially greener tomorrow. In the second episode: Water Harvesting.
Admiral Stavridis: U.S. Is Entering A Period of Vulnerability
32 perc
1797. rész
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Covid Commission Is Crucial for U.S. Recovery." Mark Douglas, CEO of Steelhouse, on signs of cracks in Apple's future. Bill Smead, Chief Executive Officer and Chief Investment Officer of Smead Capital Management, on his current investment strategy, and the concentration of money in the Big Tech monopolies. Steven Strauss, visiting professor at Princeton University’s Woodrow Wilson School of Public and International Affairs, discusses the sweeping antitrust reforms targeting Big Tech. Hosted by Paul Sweeney and Vonnie Quinn.
Morgan Stanley Could Struggle Long-Term Without An ETF Solution
27 perc
1796. rész
Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Morgan Stanley's direct indexing play, and Vanguard returning $21 billion in assets to China accounts. Tom McGee, President and Chief Executive Officer of the International Council of Shopping Centers (ICSC), with their holiday shopping forecast. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on Trump's return to public events while infected with covid-19. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on AMD in talks to buy rival Xilinx in a $30 billion deal. Eric Kazatsky, Senior U.S. Municipals Strategist for Bloomberg Intelligence: Illinois taps Fed funds, and stimulus still up in the air. Hosted by Paul Sweeney and Vonnie Quinn.
GOP Ignores the First Law of Holes On Stimulus: Ritholtz
30 perc
1795. rész
Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on how to take the politics out of investing. Rebecca Ray, Executive Vice President of Human Capital at The Conference Board, discusses their new survey which shows most workers aren't in a hurry to return to the office. Sarah Ponczek, Bloomberg cross-asset reporter, on market action and cloud stock mania. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, on Trump touting Regeneron as a miracle cure. Hosted by Paul Sweeney and Vonnie Quinn.
White Collar Job Losses Will Trickle Down In A Bad Way
32 perc
1794. rész
Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and Bloomberg Opinion columnist, discusses the stimulus failure and outlook for the economy. Tae Kim, Bloomberg Opinion technology columnist, discusses his column: "Big Tech's $5 Trillion Reckoning Has to Start Somewhere." Dr. Jeanne Zaino, Bloomberg contributor and Professor of Political Science at Iona College, on the Vice Presidential debate, and the White House covid crisis. Jake Wood, Founder and CEO of Team Rubicon, a non-profit, veteran-led disaster response organization, discusses how they are operating over 300 virus-related and disaster operations nationwide. Hosted by Paul Sweeney and Vonnie Quinn.
Coronavirus Is Dominating The U.S. Due To Failure To Control It
32 perc
1793. rész
Dr. Amesh Adalja, Senior Scholar and Infectious Disease physician at the Johns Hopkins Center for Health Security, on Trump's return to the White House, and the super-spreader event at the Rose Garden. Petco CEO Ron Coughlin discusses the rising rates of pet adoptions throughout the pandemic. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses how bond markets are signalling a Biden win. Alex Webb, Bloomberg Opinion technology columnist, discusses his column: "James Bond's Lockdown Is a Deadly Cinematic Blow." Hosted by Paul Sweeney and Vonnie Quinn.
Political 'Mess' Is Clouding Strategy: Federated's Orlando
30 perc
1792. rész
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on how the election and White House covid crisis are clouding investment strategy. Bess Freedman, CEO of Brown Harris Stevens, discusses their 3Q Manhattan residential real estate report. Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, on how President Trump's serious covid meds contradict his stated condition. Jamie Metzl, Senior Fellow at The Atlantic Council and Founder and Chair of OneShared.World, discusses how Trump's covid diagnosis and White House chaos are threatening national security. Hosted by Paul Sweeney and Vonnie Quinn.
How Chaos In DC Is Impacting The Economy: FHN's Low
32 perc
1791. rész
Chris Low, Chief Economist at FHN Financial, on how markets view Trump's covid diagnosis and the election, and his current economic outlook. Tom Gimbel, CEO of global staffing company LaSalle Network, on the hiring landscape and how people are turning down jobs due to fears about returning to the office. Joshua Green, Bloomberg Businessweek National Correspondent, on the hand-off of power should President Trump become ill. Hosted by Paul Sweeney and Vonnie Quinn.
A 2-6-Month Lasting 'Vaccine' Could Soon See Approval: Fazeli
30 perc
1790. rész
Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, on his column: "Trump Could Get His Vaccine Before Election Day." Jessica Caldwell, Executive Director of Insights at Edmunds.com, on the resilient consumer holding up the auto industry. Sonali Basak, Wall Street reporter for Bloomberg, on Goldman adding to the slew of global banking layoffs. Lauren Simmons, entrepreneur and youngest-ever female trader on the NYSE, will discuss her upcoming interactive streaming series "Going Public." Hosted by Paul Sweeney and Vonnie Quinn.
Disney Cuts Lay Bare That 'Normal' Isn't On The Horizon
32 perc
1789. rész
Tara Lachapelle, Bloomberg Opinion media columnist, discusses her column: "Not Even Disney Can Live on Dreams Forever." Bryan Whalen, Group Managing Director for TCW’s Fixed Income Group, on sticking with the "warm embrace of the Fed." Dr. Jeanne Zaino, Bloomberg contributor and Professor of Political Science at Iona College, on the Presidential debate "barroom brawl." Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on why Vanguard's $1.5 trillion bond-fund business could double in size in the next five years. Hosted by Paul Sweeney and Vonnie Quinn.
Ex-CDC Director: Slim Chance To Contain NYC Covid Clusters
31 perc
1788. rész
Dr.Tom Frieden, former CDC Director and President and CEO of Resolve to Save Lives, on the surge in coronavirus cases. Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, discusses her column, "Dark Time for Aviation Is About to Get Darker." Josh Saul, Bloomberg bankruptcy reporter, on the New York region seeing 40% bankruptcy surge, with more to come. Andy Blocker, Head of US Government Affairs for Invesco, on how the 2020 election could impact markets. Hosted by Paul Sweeney and Vonnie Quinn.
Financially-Squeezed Trump Is A National Security Risk: O'Brien
32 perc
1787. rész
Timothy O'Brien, Senior Columnist for Bloomberg Opinion, discusses his column: "Trump's Taxes Show He's a National Security Threat." "Banker to the World" Bill Rhodes, former Chairman of Citibank and President and CEO of William Rhodes Global Advisors, on Latin America's crisis and China's economic picture. Steve Kellner, Head of Corporates at PGIM Fixed Income, on the slew of new issuance and outlook for bond spreads. Brian Rye, Senior Health Care Policy Analyst for Bloomberg Intelligence, on how pharma and biotech are bracing for critical US elections. Hosted by Paul Sweeney and Vonnie Quinn.
Amy Coney Barrett's Impact on the Supreme Court
29 perc
1786. rész
President Donald Trump says he will nominate Judge Amy Coney Barrett for the Supreme Court. If confirmed by the Senate, Barrett could cement the court’s rightward shift for a generation.
Bloomberg's David Westin examines the implications in this special podcast.
Office Leasing Won't Recover For Five Yrs: Cushman & Wakefield
31 perc
1785. rész
Rebecca Rockey, Global Head of Forecasting at Cushman & Wakefield, discusses why pricing and demand for office space will take almost five years to recover. Professor Edmund Phelps, Nobel Laureate and Director of the Center on Capitalism and Society at Columbia University, discusses his Project Syndicate column: The Economic Case for President Biden. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the latest news surrounding covid-19 spread, vaccines, and treatments. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on what's driving the commodities space. Hosted by Paul Sweeney and Vonnie Quinn.
These Are The Most Useless Phrases In Finance: Barry Ritholtz
30 perc
1784. rész
Barry Ritholtz, Bloomberg Opinion columnist and Host of Masters of Business, lays out the most useless phrases in finance. Lisa Shalett, Chief Investment Officer: Wealth Management for Morgan Stanley, on why we're still in correction territory. Ben Steverman, Personal Finance Editor for Bloomberg, discusses his latest Businessweek story: "Harvard’s Chetty Finds Economic Carnage in Wealthiest ZIP Codes." Sarah Ponczek, Bloomberg cross-asset reporter, on insider selling and the reflation trade unwinding. Hosted by Paul Sweeney and Vonnie Quinn.
Restaurants, Bars May Pivot To Private Buyout Models
30 perc
1783. rész
Kate Krader, Food Editor for Bloomberg Pursuits, on the future of restaurants, and Le Bernardin being NYC's first 3-star dining room to reopen. Dr. Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, discusses why a new Supreme Court justice won't win Trump an election verdict. Riley Griffin, Bloomberg health care reporter, on J&J's one-dose vaccine shot, and the Trump Administration redirecting testing and PPE funds into its vaccine push. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on why the market needed this correction. Hosted by Paul Sweeney and Vonnie Quinn.
Pain Ahead As Election Politics Quash Stimulus Hopes: BI's Dean
30 perc
1782. rész
Nathan Dean, Senior Government Analyst for Bloomberg Intelligence, on Fed Chair Powell and Treasury Secretary Mnuchin testifying before Congress, and how the lack of stimulus is impacting policy. Chris Whalen, Chairman of Whalen Global Advisors, discusses the banks money laundering scandal, and is outlook for the banking sector.Jordan Fabian, Bloomberg White House correspondent, discusses President Trump's speech to the UN blaming China for the failed U.S. response to the coronavirus. Hosted by Paul Sweeney and Vonnie Quinn.
Dems Reverse Roles With GOP To Mobilize on SCOTUS: Dr. Zaino
27 perc
1781. rész
Dr. Jeanne Zaino, Professor of Political Science at Iona College, discusses the passing of Supreme Court Justice Ruth Bader Ginsburg, and the fight to replace her seat. Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, and Founder of The Maley Report, on why it's a good time for a portfolio rotation. Shelly Banjo, Senior Writer for Bloomberg, on how Trump's deal with TikTok ended with a whimper. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on the material shift in the bond market. Hosted by Paul Sweeney and Vonnie Quinn.
Palantir Is Bad-Mouthing Big Tech While Taking Its Tech Public: Chafkin
31 perc
1780. rész
Max Chafkin, Features Editor for Bloomberg Businessweek, discusses his story: "Palantir Is Bad-Mouthing Big Tech While Taking Its Tech Public." Yousef Abbasi, Global Market Strategist at StoneX Group, on the best value-growth barbell strategy. Sarah Halzack, Bloomberg Opinion retail columnist, discusses her column: "Amazon Beats Walmart Again in Latest Showdown." Nick Wadhams, foreign policy reporter for Bloomberg, on the U.S. moving to expel the Chinese-owned WeChat and TikTok apps. Hosted by Paul Sweeney and Vonnie Quinn.
Trump's Crony Capitalism Fouls TikTok-Oracle Deal: Nocera
31 perc
1779. rész
Joe Nocera, Bloomberg Opinion columnist, discusses his column, "Oracle-TikTok Deal Pours Trump Toxin Into Capitalism." Frank Sorrentino, CEO of ConnectOne Bank, on New Jersey's new millionaire tax, and how small businesses are struggling. Kathryn Anne Edwards, Professor at the Pardee RAND Graduate School, on her recent paper that examines what rising inequality has cost Americans in lost income. Marvin Loh, Senior Global Macro Strategist at State Street Global Markets, on why he's looking at emerging markets. Hosted by Paul Sweeney and Vonnie Quinn.
SPACs Capitalize on Private Market Boom: Evercore's Schlosstein
32 perc
1778. rész
Ralph Schlosstein, Co-Chairman and Co-CEO of Evercore, on the spate of new deals and use of SPACs. Claudia Sahm, former Federal Reserve economist and creator of the recession indicator, Sahm rule, discusses her column: "Widening Education Gap May Tear the Economy Apart." Michael O'Leary, former economic policy advisor in the United States Senate and founding team of Bain Capital's social impact fund, discusses the new book he co-authored: "Accountable: The Rise of Citizen Capitalism." Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, and Bloomberg Opinion columnist, on what she's expecting from this week's FOMC meeting. Hosted by Paul Sweeney and Vonnie Quinn.
We Need To Feel Each Other's Pain: Northern Trust's Thomas
31 perc
1777. rész
Shundrawn Thomas, President of Northern Trust Asset Management, discusses his letter to Corporate America, “I Can’t Feel My Pain,” a reflection on race relations and combating systemic racism. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discusses her column: "Is OPEC’s Power Over the Oil Market Broken?" David Kudla, Founder, CEO and Chief Investment Strategist at Mainstay Capital Management, on why he's sticking with tech. Alison Williams, Senior Analyst: Global Investment Banks and Asset Management for Bloomberg Intelligence, on a potential UBS-Credit Suisse merger. Hosted by Paul Sweeney and Vonnie Quinn.
Bonus: Game Changers, Part 1
14 perc
1776. rész
As the earth is facing an increasingly consequential climate crisis, inquisitive minds all over the globe are hard at work trying to find solutions. Many of them have been able to translate their eureka moments into action at a greater pace and scope than the sometimes gloomy headlines will have us think.
In this four part miniseries we'll meet the visionary minds who attempt to sculpture the future of sustainable energy and global resources. We'll get a peek behind the curtains of their factory floors, hear of the sometimes surprising origins of their ideas, and be introduced to a potentially greener tomorrow. In this first episode: Transportation.
Why TikTok May Prefer A Weaker U.S. Partner: Howard Yu
29 perc
1775. rész
Howard Yu, LEGO professor of management and innovation at the IMD Business School in Switzerland, discusses why the Oracle-TikTok deal spotlights the challenge for multinationals to appease governments. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on Nvidia buying Softbank’s chip division Arm for $40 billion. Doug Borthwick, Chief Marketing Officer and Head of Business Development at INX, on how their new exchange will allow 24/7 trading of equities. Peter Kenny, founder of Kenny's Commentary and Strategic Board Solutions, on merger mania, and why it's time to get defensive ahead of the election. Hosted by Paul Sweeney and Vonnie Quinn.
"We're Halfway There" to 10-15% Correction: Jim Bianco
35 perc
1774. rész
Jim Bianco, Founder and President of Bianco Research, on his current market outlook. Crystal Tse, Bloomberg IPO reporter, on the new SPAC barons, from Bill Ackman to Billy Beane. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column: "Of Course Trump Couldn’t Resist Bob Woodward." Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the coronavirus: flu season, AstraZeneca vaccine trial pause, and the China vaccine. Hosted by Paul Sweeney and Vonnie Quinn.
Weak Oil Demand May Push Price Back Near $30: Schork
27 perc
1773. rész
Stephen Schork, President of the Schork Group, on why oil is a demand story right now. Michelle Davis, Bloomberg finance reporter, on JP Morgan employees pocketing covid-relief funds for themselves. Steve Blitz, Chief U.S. Economist for TS Lombard, on why permanent job loss is a key metric. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on his current investment outlook, and thoughts on the tech sector and Apple. Hosted by Paul Sweeney and Vonnie Quinn.
Tesla Is A Busted Growth Story, Like AOL: Gordon Johnson
29 perc
1772. rész
Gordon Johnson, CEO and Founder of GLJ Research, discusses why he has a $19 price target on Tesla. Jim Vogel, Interest Rate Strategist for FHN Financial, on what's going on in bond markets. Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, on why there's little evidence the bull market is ending. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research for Bloomberg Intelligence, on AstraZeneca halting its vaccine trial. Hosted by Paul Sweeney and Vonnie Quinn.
Why Fundamentals Are Driving Currency Investment: BBH's Thin
31 perc
1771. rész
Dr. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on his current outlook for markets. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, on why the market ebullience may ebb this fall. Therese Raphael, Bloomberg Opinion columnist, discusses her column: "Boris Johnson Takes Brexit in a Crazy Direction." David Welch, Detroit Bureau Chief for Bloomberg, on GM taking a $2 billion stake in Nikola. Hosted by Paul Sweeney and Vonnie Quinn (Paul Sweeney is out.)
Being Black on Wall Street: A Bloomberg Radio Special
31 perc
1770. rész
On Wall Street, being Black often means being alone, held back and deprived of the best opportunities. This special podcast from Bloomberg Radio tells the stories of Black men and women, in their own words.
Host: Sonali Basak
Producer: Colin Tipton
Not Confident on the U.S. Recovery or Dollar: BBH's Thin
30 perc
1769. rész
Dr. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on the dollar and emerging markets. Chris Lu, Former Deputy Secretary of Labor under Obama and Senior Fellow at the University of Virginia Miller Center, discusses Biden's performance and key takeaways from the Democratic National Convention. Randy Frederick, VP of Trading and Derivatives at the Schwab Center for Financial Research, on their new survey of trader perceptions of current market conditions. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column: "23 Questions for the Postmaster General." Hosted by Paul Sweeney and Vonnie Quinn.
The Value Gap To Growth Is About To Close: Federated's Orlando
29 perc
1768. rész
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on equity markets and his current investment strategy. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at The Conference Board, on why the Leading Index points to the recovery losing steam. Natalie Wong, Bloomberg U.S. commercial real estate reporter, on desperate NYC landlords pressing the city's biggest employers to bring their employees back to the office. Max Nisen, Bloomberg Opinion Biotech, Pharma and Health Care Columnist, discusses his new column: "SalivaDirect Could Kick Off a U.S. Testing Turnaround." Hosted by Paul Sweeney and Vonnie Quinn.
Krispy Kreme CEO: U.S. Top-Line Up Double Digits Thru Pandemic
30 perc
1767. rész
Mike Tattersfield, President and CEO of Krispy Kreme Doughnuts, discusses performance during the pandemic, and opening its global flagship shop in Times Square. Wendy Schiller, Chair of Political Science at Brown University, discusses the Democratic National Convention and her outlook for the election. Bloomberg Opinion columnist Scott Duke Kominers, Associate Professor at Harvard Business School, discusses his column: "Resilient Vaccine Supply Chain Starts Now." Burt Flickinger, Managing Director at Strategic Resource Group, on the "retail renaissance" for Target, Walmart and Lowe's. Hosted by Paul Sweeney and Vonnie Quinn.
Market Is Ripe For A Near-Term Pullback: Miller Tabak's Maley
30 perc
1766. rész
Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, and Founder of TheMaleyReport, on what's driving equity markets, and how markets view the election. Sarah Halzack, Bloomberg Opinion consumer columnist, on big retailer earnings results: Walmart, Home Depot, and Kohl's. Sherry Chris, President and CEO of Realogy Expansion Brands Portfolio, which includes Better Homes and Gardens Real Estate and ERA, on why the housing market is seeing a boom. Josh Duitz, Senior Portfolio Manager at Aberdeen Standard Investments, on the opportunities in infrastructure investing. Hosted by Paul Sweeney and Vonnie Quinn.
Trump Is Derailing, Perverting the Mission of the USPS: O'Brien
29 perc
1765. rész
Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on Trump's attacks to derail the U.S. Post Office. Nick Colas, co-Founder of DataTrek Research, on what's driving equity markets, and risks from the election. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the glaring divergence between AMD and Intel. Ted Koenig, President and CEO of Monroe Capital, on the PE landscape and private lending, as capital becomes scarce for small businesses. Hosted by Paul Sweeney and Vonnie Quinn.
US-China Relations Are The Worst I've Ever Seen: Stephen Orlins
28 perc
1764. rész
Stephen Orlins, President of the National Committee on U.S.-China Relations and former head of Carlyle Asia and Lehman Brothers Asia, discusses the current state of U.S.-China relations. Craig Johnson, President of Customer Growth Partners, on what's under the hood on retail sales numbers. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the Russia vaccine and why phase 3 trials are imperative. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses the stimulus deal stuck on state aid. Hosted by Paul Sweeney and Vonnie Quinn.
Apple Makes the Right Move at the Right Time: Wedbush's Ives
27 perc
1763. rész
Dan Ives, Equity Analyst at Wedbush Securities, on Apple's new bundling service, and Uber warning it may shut down its app in California. Niall Ferguson, Senior Fellow at Hoover Institution and a Bloomberg Opinion columnist, discusses his column: "TikTok Is a Superweapon in China’s Culture War." Sally Bakewell, Bloomberg corporate finance reporter, on how most of America's small businesses are being shut out of the greatest borrowing binge ever. Women's Wear Daily Executive Editor, Arthur Zaczkiewicz, discusses back-to-school retail in the age of covid. Hosted by Paul Sweeney and Vonnie Quinn.
Big 10 Defies Money, Politics to Protect Athletes: Nocera
29 perc
1762. rész
Joe Nocera, Bloomberg Opinion columnist, on his column: "Big 10 Defies Money and Politics to Protect Athletes." Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on why the economic damage has only just begun. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, on why gold could easily reach $4000 over next 3 years. Satish Jindel, President of SJ Consulting, discusses the structural changes at the U.S. Postal Service, and why it can handle increased election volume.
Biz Travel Downtrend Benefits Our Model: Booking CEO Fogel
31 perc
1761. rész
Glenn Fogel, President and CEO of Booking Holdings, on the status of their cost controls and outook for the travel industry. New PGA Champion Collin Murikawa discusses his historic win, and what's next. Peter Coy, Economics Editor of Bloomberg Businessweek magazine, on his story: "Where We Are on the Path to a Covid Vaccine, and What Comes Next." Andy Feltus, Co-Director of High Yield at Amundi Pioneer Asset Management, on opportunities in high-yield for select pickers. Hosted by Paul Sweeney and Vonnie Quinn.
U.S. Oil Supply Glut Poised To Tighten in 6-9 Mos.: Canary CEO
29 perc
1760. rész
Dan Eberhart, private equity investor and CEO of oilfield services firm Canary, LLC, discusses an inflection point in the U.S. energy bloodbath. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, and Bloomberg Opinion columnist, on her column: "Travel Scars Are Looking Permanent." Eric Newcomer, Bloomberg tech politics reporter, on Kodak plunging after the deal is put on hold for investigation. Iman Brivanlou, Lead Portfolio Manager of TCW High Income Equities and TCW Global REITs, on Amazon and mall operator Simon Property Group in talks to turn mall space into data centers. Hosted by Paul Sweeney and Vonnie Quinn.
Monoclonal Antibody Treatment For Covid shows Promise: JHU's Sauer
34 perc
1759. rész
Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on covid vaccine and treatments, and school re-openings. Marvin Loh, Senior Global Macro Strategist, State Street Global Markets, on jobs, the economy, and his current investment outlook. Nick Wadhams, foreign policy reporter for Bloomberg, discusses the U.S. imposing sanctions on Hong Kong Chief Executive Carrie Lam, as well as other China officials. Mike McKee, International Economics & Policy Correspondent for Bloomberg, dissects the jobs report. Hosted by Paul Sweeney and Vonnie Quinn.
Corporate Chieftains Should Talk Less, Pay More: Kaissar
29 perc
1758. rész
Nir Kaissar, Bloomberg Opinion columnist and Founder of Unison Advisors, discusses his column: "Corporate Chieftains Can Talk Less, Pay More." Katherine Doherty, distressed reporter for Bloomberg, on busted retailers using bankruptcy to break leases by the thousands. Ayham Kamel, Practice Head, Middle East & North Africa at Eurasia Group, discusses the situation in Lebanon and the potential for economic collapse. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on why markets don't care if the economy stinks. Hosted by Paul Sweeney and Vonnie Quinn.
Trump Has No Plan To Open Schools Safely: AFL-CIO's Weingarten
30 perc
1757. rész
Randi Weingarten, President of American Federation of Teachers (AFL-CIO), discusses what teachers need for schools to reopen safely. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina's $65 billion debt restructuring deal. Tuna Amobi, Industry Analyst at CFRA Research, on why Disney is best positioned to navigate the pandemic. Jonathan Palmer, Senior Health Care Analyst for Bloomberg Intelligence, on Teladoc buying Livongo in an $18.5 billion bet on the future of virtual health care. Hosted by Paul Sweeney and Vonnie Quinn.
A Tale of Two Cities Emerges In Commercial Real Estate
31 perc
1756. rész
Tom Stringer, leader of accounting firm BDO’s U.S. site selection team, on Facebook leasing space in NY, and how the pandemic is impacting corporate real estate. Lauren Simmons, entrepreneur and former equity trader at Rosenblatt Securities, discusses breaking the glass ceiling as the youngest Black woman trader on the NYSE floor. Rachel Rosenthal, Bloomberg Opinion editor, discusses her column: "Big Tech Wants You to Believe in a Skills Gap." Andy Browne, Editorial Director for Bloomberg New Economy, on China media branding Trump's TikTok actions a "smash and grab." Hosted by Paul Sweeney and Vonnie Quinn.
Why A TikTok-Microsoft Deal Solves A Lot of Problems
31 perc
1755. rész
Tae Kim, Bloomberg Opinion technology columnist, on his column: "A TikTok-Microsoft Deal Might Solve Everything." Alan Baum, auto analyst and Principal at Baum and Associates, on why he expects a poor fall period for auto sales. Robert Thompson, CEO of Clinical Reference Laboratory, on receiving FDA emergency use authorization for their covid at-home-saliva test. Adam Blumenfeld, CEO of Varsity Brands, discusses how they have adapted their school-centric business to manage the pandemic. Hosted by Paul Sweeney and Vonnie Quinn.
FAANG Can Go Another 25-30% Higher by Mid-2021: Wedbush's Ives
34 perc
1754. rész
Dan Ives, Equity Analyst at Wedbush Securities, on mega-cap tech earnings: Apple, Google, Facebook and Amazon. Gary Shilling, President of A. Gary Shilling & Co., and a Bloomberg Opinion columnist, discusses his column: "Bonds Are Sending the Right Signals Now." Reade Pickert, Bloomberg economy reporter, on personal income dropping as one-time stimulus boost fades. Mark Douglas, CEO of Steelhouse, on why Google's revenue miss signals bigger problems. Hosted by Paul Sweeney and Vonnie Quinn.
Kodak Craziness Is Captured in One Word. Really?: Max Nisen
31 perc
1753. rész
Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, discusses his column: "Kodak Craziness Is Captured in One Word. Really?" David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on fiscal stimulus, the pandemic, and investment outlook. Dr. David Skorton, president and chief executive of the Association of American Medical Colleges, discusses his Washington Post column: "We Need a Covid-19 Reset. So We Developed a Comprehensive Plan to Do Just That." Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on whether tech companies will face the music on regulation. Hosted by Paul Sweeney and Vonnie Quinn.
Kocherlakota: Fed Needs to Target Employment, Not Inflation
30 perc
1752. rész
Former Minneapolis Fed President Narayana Kocherlakota, Bloomberg Opinion columnist and professor of economics at the University of Rochester, discusses his column: "The Fed Needs to Focus on Employment." Jennifer Rie, Senior Antitrust Litigation Analyst for Bloomberg Intelligence, discusses today's Big Tech antitrust hearing before the House. Stephen Kane, Group Managing Director and Portfolio Manager at TCW Fixed Income, on why he's reducing credit exposure. Brooke Sutherland, Bloomberg Opinion industrials columnist, on prolonged woes for GE and Boeing. Hosted by Paul Sweeney and Vonnie Quinn.
Bitcoin Heading to 11,000 As Adoption Picks Up: McGlone
29 perc
1751. rész
Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on gold's strength, and why bitcoin is heading higher. Rania Sedhom, Managing Partner of Sedhom Law Group, answers the question: if employees get sick with Covid-19 when they return to work, are employers liable? Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, on what to expect from the Fed meeting. Michael Halen, Senior Restaurant analyst for Bloomberg Intelligence, on McDonalds and Starbucks earnings, and the restaurant landscape. Hosted by Paul Sweeney and Vonnie Quinn.
Euro Relief Plan Gave Market Permission To Sell Dollar: Juckes
31 perc
1750. rész
Kit Juckes, Chief FX Strategist for Societe Generale, on the dollar drop and gold frenzy. Jonathan Bernstein, Bloomberg Opinion politics columnist, discusses the stimulus outlook and his recent column: "Republican Disarray May Doom the Relief Bill. Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses Russia's increased aggression. Leland Miller, CEO of China Beige Book, to discuss the US-China tensions and outlook for the trade deal. Hosted by Paul Sweeney and Vonnie Quinn.
Covid-19 Has Power To Break The Sports World: Joe Nocera
31 perc
1749. rész
Joe Nocera, Bloomberg Opinion columnist, discusses his column: Covid-19 Has the Power to Break the Sports World. Stephen Dover, Head of Equities at Franklin Templeton, on global equities and why supply chains will shift back to the midwest. Jane Rosenthal, Tribeca Enterprises and Tribeca Film Festival co-founder and CEO, on their summer drive-in series and how the film industry is managing the pandemic. Andy Browne, Editorial Director for Bloomberg New Economy, on the politics behind the amped up U.S.-China tensions. Hosted by Paul Sweeney and Vonnie Quinn.
Tesla Won't Be Able To Paper Over Losses in 3Q: Gordon Johnson
28 perc
1748. rész
Gordon Johnson, CEO and Founder of GLJ Research, on why Tesla results are more paper than profit. Molly Smith, Bloomberg corporate finance reporter, on American Airlines using their brand as collateral to secure a $1.2 billion loan. Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on what needs to happen for stocks to keep momentum. Sarah Halzack, Bloomberg Opinion consumer columnist, on her column: Clothing Stores' Devastation Has Only Just Begun. Hosted by Paul Sweeney and Vonnie Quinn.
The U.S. Housing Market Is Most Outperforming Sector In World
29 perc
1747. rész
Logan Mohtashami, columnist for HousingWire and housing data analyst, on the unstoppable U.S. housing market. Nick Wadhams, National Security reporter for Bloomberg, on the U.S. shutting down the China embassy in Houston, as tensions escalate. Michael McKee, International Economics & Policy Correspondent for Bloomberg, on Trump's Fed nominations moving closer to joining the Fed board. Fred Cannon, KBW Global Director of Research, to discuss their new KBW Restoration Index and what it's saying about the economy. Hosted by Paul Sweeney and Vonnie Quinn.
Pfizer May Have the Edge Over Moderna In Vaccine Race
27 perc
1746. rész
Sam Fazeli, Director of Research: EMEA at Bloomberg Intelligence, on the race for a covid vaccine. Brendan Ahern, Chief Investment Officer at KraneShares, on why U.S.-listed Chinese companies are re-listing in Asia. Matt Hawkins, CEO of Entourage Effect Capital, a cannabis-only VC firm, on how PE and VC capital are the only options for many cannabis companies burning thru capital. David Harden, president and CIO of Summit Global Investments, discusses his current investment strategy and stock picks. Hosted by Paul Sweeney and Vonnie Quinn.
The Impact of COVID-19 on Business Travel
29 perc
1745. rész
Katie Nixon, CIO of Northern Trust Wealth Management, discusses markets and her current investment outlook. Bloomberg News Industrial, Aerospace and Chemicals Team Leader Brendan Case talks about U.S. Airlines facing the end of business travel as they knew it. Frank Wilkinson, Bloomberg Opinion editor, walks through his column "The War on Masks Is Another Lost Cause. Bloomberg Intelligence analyst Scott Levine breaks down Halliburton and Schlumberger earnings.
Hosted by Paul Sweeney and Vonnie Quinn.
Gen-Z Is Looking To Juice Gains With Stocks, Options Trading
28 perc
1744. rész
Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Gen-Z's adoption of volatility in stock trading. Laura Davison, Bloomberg Congressional tax reporter, on U.S. virus relief set to vanish in a series of fiscal cliffs. Everett Millman, precious metals specialist with Gainesville Coins, on how the save haven bid for gold is offsetting jewelry demand destruction. Tara Lachapelle, Bloomberg Opinion media columnist, on why everyone is still a distant second to Netflix. Hosted by Paul Sweeney and Vonnie Quinn.
Vaccine Is 'Strategic Asset' That Hackers Will Target: Clint Watts
31 perc
1743. rész
Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent, on the massive Twitter hack, and hackers trying to steal UK vaccine research. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses value vs. growth investing, and how Big Tech drives markets from overseas revenues. James Bacchus, former Chairman of the Appellate Body of the World Trade Organization and professor of Global Affairs at the University of Florida, on why national security is no longer a Trump card in trade disputes. Author Michael Schuman, Bloomberg Opinion columnist, discusses his column, "Yes, Companies Can and Will Decouple From China." Hosted by Paul Sweeney and Vonnie Quinn.
America's $2 Trillion Rescue Leaves Black Neighborhoods Behind
28 perc
1742. rész
Shawn Donnan, Senior Trade and Globalization reporter for Bloomberg, to discuss his story: A $2 Trillion Rescue Leaves America’s Black Neighborhoods Behind. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discusses the OPEC meeting and oil markets. Geetha Ranganathan, Technology and Media Analyst for Bloomberg Intelligence, on why the surge in streaming is unlikely to soothe the media horror show screams. Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and why the residential mortgage market will make a killing this year. Hosted by Vonnie Quinn and Paul Sweeney.
The Real Problem Facing Sports Is Weakened Sponsorship
28 perc
1741. rész
Sports veteran Neal Pilson, founder and president of Pilson Communications, and former President of CBS Sports, on the outlook for sports programming and advertising, as the sports shutdown takes a toll. Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings. Max Nisen, Bloomberg Opinion biotech and health care columnist, on coronavirus antibodies and the rising covid death rate in the U.S. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on the faltering demand for air travel. Hosted by Paul Sweeney and Vonnie Quinn.
Remdesivir Needs More Trials Before Going All In: MMKCC's Bach
30 perc
1739. rész
Dr. Peter Bach, Director of Memorial Sloan Kettering’s Center for Health Policy and Outcomes, on his column: "Hospitals Need to Study How Well Remdesivir Works." Alan Crawford, Senior International Government Editor for Bloomberg, discusses his story, "A New World Order for the Coronavirus Era Is Starting to Emerge." Woo Jin Ho, Senior Technology Analyst for Bloomberg Intelligence, discusses Analog Devices buying Maxim for $21 billion, and how this impacts the landscape for chips. Matt Gertken, Geopolitical Strategist at BCA Research, on why Trump needs to side with the Dems and go big on the next round of stimulus. Hosted by Paul Sweeney and Vonnie Quinn.
Why Homebuilder Taylor Morrison Just Had Its Best Month Ever
28 perc
1739. rész
Sheryl Palmer, Chairman and CEO of homebuilder Taylor Morrison, discusses why they just had their best month in company history. Jim Vogel, Executive VP and Interest Rate Strategist for FHN Financial, on what's going on in bond markets. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on going back to school safely, and the implications of the U.S. exiting the WHO. David Katz, CIO of Matrix Advisors, on where he is finding value in the expensive U.S. equity market. Hosted by Paul Sweeney and Vonnie Quinn.
SCOTUS Trump Rulings Put Congressional Authority Into Question
31 perc
1738. rész
Analysis of the Supreme Court's highly anticipated decisions on Trump's financial records with June Grasso, legal analyst and host of Bloomberg Law, and Bloomberg's Kimberly Robinson, Supreme court reporter and editor. Sheila Bair, former Chair of the FDIC, discusses her column: "Banks’ Risks During the Pandemic Aren’t Clear." Davide Scigliuzzo, Bloomberg corporate finance reporter, on how covid-19 is bankrupting American companies at a relentless pace. Richard Rosenblum, Co-Founder and Co-Head of Trading at GSR, discusses the alt-coin boom taking place over bitcoin. Hosted by Paul Sweeney and Vonnie Quinn.
The Bad Economy Really Is Trump’s Fault: Matt Winkler
30 perc
1737. rész
Matt Winkler, co-Founder of Bloomberg News and Editor-in-Chief Emeritus, discusses his column: "The Bad Economy Really Is Trump’s Fault." Bess Freedman, CEO of Brown Harris Stevens, on their Manhattan real estate report. Duncan Wood, director of the Wilson Center’s Mexico Institute, on AMLO's visit to the White House, and why a storm is coming for Mexico under USMCA. Clive Gillmore, CEO and group CIO at Mondrian Investment Partners, on opportunities in international markets. Hosted by Paul Sweeney and Vonnie Quinn.
CalSTRS CIO: Forget Fundamentals, Better Off Owning Whole Market
29 perc
1736. rész
Chris Ailman, Chief Investment Officer at CalSTRS, on why its time to rebalance your 401ks in the face of a sloppy W recovery. John Gittelsohn, Bloomberg investing and real estate reporter, on U.S. home prices seen falling 6.6% on covid impact. Rob Brown, Managing Director and CEO of North America for Lincoln International, on his outlook for M&A for the rest of the year. Bloomberg's Mark Niquette, corporate influence reporter, and Timothy O'Brien, Senior Opinion columnist, on the surprising recipients of the PPP small business bailout money. Hosted by Paul Sweeney and Vonnie Quinn.
Most Employers Won't Be Covid Testing Returning Workers
25 perc
1735. rész
Emma Court, health care reporter for Bloomberg, on employers finding covid testing to be more trouble that its worth. Stephen Schork, President of the Schork Group, discusses hitting peak oil demand by the end of the month, and Berkshire Hathaway buying natural gas assets from Dominion Energy. Michael Sonnenfeldt, Chairman of TIGER 21, on how their ultra-wealthy and entrepreneurial members are raising cash. Niall Ferguson, Senior Fellow at Hoover Institution and a Bloomberg Opinion columnist, discusses his column: "China Has Already Declared Cold War on the U.S." Hosted by Paul Sweeney and Vonnie Quinn.
Job Gains Are A Mirage Until Stimulus Runs Out: LaSalle CEO
35 perc
1734. rész
Tom Gimbel, CEO of global staffing company LaSalle Network, on what he's seeing on the hiring front. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the data she uses to glean economic insights. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on how we're seeing the impact of reopening too soon. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the lack of market reaction to bad economic news. Hosted by Paul Sweeney and Vonnie Quinn.
Former SBA Head Sees 20-30% of Small Businesses Failing
28 perc
1733. rész
Karen Mills, Former SBA Administrator and Senior Fellow at Harvard Business School, on the success of the PPP program, and what could help further. Andy Browne, Editorial Director for Bloomberg New Economy, and Jodi Schneider, Senior International Editor in Hong Kong, on China's defiant security crackdown on Hong Kong. Jack Janasiewicz, Senior Vice President, Portfolio Strategist and Manager at Natixis Investment Managers, with insights into the economy and markets. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on auto sales and industry outlook. Hosted by Paul Sweeney and Vonnie Quinn.
'Inexplicable' Lack of US Response to Russia Bounties: Stavridis
30 perc
1732. rész
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Taliban Bounties Would Be a New Low for Putin." Brendan Coughlin, Head of Consumer Banking at Citizens Bank, on the rise of digital banking as a result of COVID, and consumer financial health. Hosted by Paul Sweeney and Vonnie Quinn. Wendy Schiller, Chair of Political Science at Brown University, discusses how different current events could impact this year's election. Sam Fazeli, Director of Research: EMEA at Bloomberg Intelligence, on progress in covid vaccines. Hosted by Paul Sweeney and Vonnie Quinn. Hosted by Paul Sweeney and Vonnie Quinn.
Wall Street Has Failed People of Color, Despite Pledges
29 perc
1730. rész
Michelle Davis, Bloomberg finance reporter, on why Black employees aren't sure if Wall Street will confront its failures on race. Mark Douglas, CEO of Steelhouse, on the advertiser pause from Facebook. Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on why he took some chips off the table. Dr. David Engelthaler, Director of infectious disease research at TGen and former state epidemiologist for Arizona, on why the virus may not be containable. Hosted by Paul Sweeney and Vonnie Quinn.
The Upcoming Fiscal Cliffs For Consumers: Deutsche Bank's Slok
26 perc
1730. rész
Torsten Slok, Chief Economist at Deutsche Bank AG, on the two upcoming fiscal cliffs for consumers. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on covid spread and possibility that the Fed will stop supporting testing. Alison Williams, Senior Banks, Asset Managers, & Payments Analyst for Bloomberg Intelligence, on how banks did on stress tests. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column: "Covid-19 Gives Texas a Reality Check." Hosted by Paul Sweeney and Vonnie Quinn.
Labor Secretary Scalia's 'Double Talk' Is Shocking: Ritholtz
36 perc
1729. rész
U.S. Labor Secretary Eugene Scalia discusses jobs and reopening with Bloomberg's Alix Steele and Guy Johnson, and Barry Ritholtz, Founder of Ritholtz Wealth Management and host of Masters in Business, reacts to his comments. Krishnan Ramanujam, President: Service Lines at Tata Consulting Services (TCS), on the multiple transformations that clients must go through as covid prompts massive technological change. Tae Kim, Bloomberg Technology columnist, on his column: "Big Tech Isn't the Only Loser in Trump's Visa Freeze." Hosted by Paul Sweeney and Vonnie Quinn.
Stimulus Has Obscured The Health of Credit Assets: TCW's Rivelle
31 perc
1728. rész
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why policy response has destroyed information gleaned from markets. Kan Nawaday, former corruption and fraud prosecutor for the US Attorney’s Office in the Southern District of NY and Partner at Venable LLP, discusses Attorney General Barr's Friday night massacre and the loss of DOJ credibility. Stew Leonard, Jr., CEO of Stew Leonard’s Grocery stores, discusses what's happening to food prices. Ethan Powell, CEO of Impact Shares, and Marvin Owens, Senior Director at the NAACP, to discuss the renewed interest in Impact Shares NAACP Minority Empowerment ETF (NYSE Arca: NACP). Hosted by Paul Sweeney and Vonnie Quinn.
Up To 40% Of NYC Restaurants May Not Come Back
30 perc
1727. rész
Kate Krader, Food Editor for Bloomberg Pursuits, on how restaurants are opening in NYC, and the dire outlook for restaurants worldwide. Nick Colas, co-Founder of DataTrek Research, on Fed yield curve control, why the S&P may be stuck in neutral, and the election. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Apple's chips and product pipeline, and Trump's hardened immigration ban. Brendan Murray, Bloomberg Trade Tsar, on the outlook for the China trade deal and whether more tariffs are in the works. Hosted by Paul Sweeney and Vonnie Quinn.
TikTok's Viral Distribution Power Rattles Trump Campaign Rally
29 perc
1726. rész
Jim Anderson, CEO of SocialFlow, on how teens on TikTok may have derailed Trump's rally attendance. Historian and author Niall Ferguson, Senior Fellow at the Hoover Institution and Bloomberg Opinion columnist, discusses his column: "America Is on the Road to Relapse Not Recovery." Dan Skelly, Head of Market Research and Strategy, Wealth Management at Morgan Stanley, on what's driving the v-shaped recovery. Airbnb CEO Brian Chesky speaks with Bloomberg Technology's Emily Chang on why travel as we know it will never be the same. Hosted by Paul Sweeney and Vonnie Quinn.
Why Millions of People Have Dived Into Day Trading
31 perc
1725. rész
Jared Dillian, editor and publisher of The Daily Dirtnap and Bloomberg Opinion columnist, "Don't Blame the Fed for Robinhood Trading Blitz." Laura Martin, Senior Media Analyst at Needham & Co., on the hidden value multipliers of Amazon. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on why he's sticking to the secular growth stocks. Lananh Nguyen, Bloomberg finance reporter, discusses her story: "Juneteenth Tests Corporate America’s Pledges to Fight Racism." Hosted by Paul Sweeney and Vonnie Quinn.
Yale's Roach Sees a Dollar Decline of 35% Over Next 5 Years
27 perc
1724. rész
Stephen Roach, senior fellow at Yale University and former chairman of Morgan Stanley Asia, discusses his column: "How the Coming Crash in the Dollar Will Unfold." Lisa Shalett, Chief Investment Officer: Wealth Management for Morgan Stanley, on why clients are holding onto cash. Andrew Browne, Editorial Director for Bloomberg New Economy, on how former National Security Advisor John Bolton's book damages Trump's China stance. June Grasso, Legal Analyst and Host of Bloomberg Law, on the Supreme Court decision to stop the Trump Administration from canceling DACA. Hosted by Paul Sweeney and Vonnie Quinn.
Trillions In Stimulus Going Out The Door Without Any Oversight
27 perc
1723. rész
Laura Davison, Congressional Tax Reporter for Bloomberg, on trillions in stimulus going out unchecked, with watchdogs kept toothless by the Trump Administration. Invesco Chief Global Market Strategist Kristina Hooper discusses how the Fed has decoupled the stock market from the economy. Sam Fazeli, Director of Research, EMEA, Bloomberg Intelligence, on the race for covid vaccines heating up, as well as Lilly's successful breast cancer drug trial. Carl Weinberg, Chief Economist at High Frequency Economics, on the depressed U.S. economy, and the Trump Administration's renewed tariff attack. Hosted by Paul Sweeney and Vonnie Quinn.
Fed Stretches Bounds In Corporate Bond Purchases: BI's Jersey
12 perc
1722. rész
Market Drivers and earnings with Bloomberg stocks editor Dave Wilson, and Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, previews Fed Chair Jerome Powell's testimony before the Senate Banking Committee. Hosted by Paul Sweeney and Vonnie Quinn.
Elon Musk Takes a Gamble as Insurance Rates Skyrocket
30 perc
1721. rész
Bloomberg's Jef Feeley, legal reporter, and Katherine Chiglinsky, insurance reporter, to discuss Tesla's new lawsuit shield against coronavirus claims. Chris Ailman, Chief Investment Officer at CalSTERS, on market volatility and the return to risk assets. Greg Stohr, Bloomberg legal reporter, on the Supreme Court decision to protect LGBT workers. Max Nisen, Bloomberg Opinion biotech and health care columnist, on why getting a flu shot this year will help in the battle against covid-19. Hosted by Paul Sweeney and Vonnie Quinn.
Lowering S&P Target to 3,100 By December: Stifel's Bannister
30 perc
1720. rész
Barry Bannister, Head of Equity Strategy at Stifel, discusses why he's lowering his market forecast. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, discusses how reopenings and U.S. protests are impacting covid spread. Jim Bianco, President and Founder of Bianco Research and Bloomberg Opinion columnist, on his column: "Blame the Fed for the Disconnect in Markets." Bjorn Van Roye, Senior Global Economist for Bloomberg Economics, on how 30% of job losses could stick. Hosted by Paul Sweeney and Vonnie Quinn.
Largest NY Hospital System Sees Return of Patients, Surgeries
30 perc
1719. rész
Michael Dowling, President and CEO of Northwell Health, on how New York State’s largest hospital system is faring as the state begins reopening. Sarah Halzack, Bloomberg Opinion retail columnist, to discuss her column: "Clothing Stores' Devastation Has Only Just Begun." David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on credit spreads and the Fed. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses how the markets are realizing the economic price to pay for poor management of the pandemic. Hosted by Vonnie Quinn and Paul Sweeney.
We're Looking At A Secular Shift To Lower Rates: PGIM's Tipp
29 perc
1718. rész
Robert Tipp, Chief Investment Strategist at PGIM, discusses fixed income markets and Fed stimulus. Jonathan Bernstein, Bloomberg Opinion politics columnist, on his column: "Be Ready for a Long Election Night This Year." Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, on why markets have been so exuberant. Matthew Palazola, Senior Analyst: Property & Casualty Insurance at Bloomberg Intelligence, on insurers being pulled into the epicenter of the pandemic crisis. Hosted by Vonnie Quinn and Paul Sweeney.
Why Military Leaders Like Me Are Speaking Out: James Stavridis
29 perc
1717. rész
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Why Military Leaders Like Me Are Speaking Out." Tara Lachapelle, Bloomberg Opinion media and deals columnist, on dealmaking in the age of covid-19. Dan Ives, Equity Analyst at Wedbush Securities, discusses Apple making its own chips, and why FAANG will get even bigger after covid-19. Mark Klein, President and CEO of Sutter Rock Capital, on the venture capital landscape and rise in online education. Hosted by Vonnie Quinn and Paul Sweeney.
Not Much Strategic Sense To An AstraZeneca-Gilead Deal
30 perc
1716. rész
Bloomberg Opinion's Max Nisen, biotech and health care columnist, and Chris Hughes, deals columnist, on AstraZeneca mulling a bid for Gilead. Bill Smead, CEO and CIO of Smead Capital Management, on buying opportunities created by destruction of economic optimism. Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on debt relief for emerging markets. Peter Kolchinsky, founder and Managing Partner at RA Capital Management, discusses investing in biotech for a vaccine. Hosted by Paul Sweeney and Vonnie Quinn.
Troubling Signs Lurk Within Shocking Job Gains: LaSalle CEO
35 perc
1715. rész
Tom Gimbel, CEO of global staffing company LaSalle Network, dissects the unexpectedly strong jobs report. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the mismatch between economists' estimates and payrolls report. Matt Boesler, Bloomberg Fed reporter, and Dave Wilson, Bloomberg stocks editor, dig through the numbers on the May payrolls report, which shocked markets with an upside surprise. Hosted by Lisa Abramowicz and Paul Sweeney.
A Real Leader Is Needed To Deliver Vital Changes: David McCourt
30 perc
1714. rész
David McCourt, Founder and CEO of Granahan McCourt Capital and Chairman of National Broadband Ireland, discusses the need for a great leader in times of crisis. Mary Schlangenstein, U.S. Airlines Reporter for Bloomberg, on American Airlines boosting flying 74% on demand rebound. John Chuang, CEO and Co-Founder of Aquent, discusses the gig economy, and whether the pandemic can change protections for gig workers health and benefits. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on the implications of debt relief stalling for poor nations. Hosted by Lisa Abramowicz and Paul Sweeney.
Yes, Trump Can Send In The Military But Probably Won't: Feldman
30 perc
1713. rész
Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, discusses his column: "Can Trump Send In the Military? Probably, Yes." Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Economics, on the second wave of layoffs coming for white-collar workers. Chris Ailman, Chief Investment Officer at CalSTRS Investments, discusses the "ridiculous" amount of Fed stimulus to backstop markets. Timothy O'Brien, senior columnist for Bloomberg Opinion, discusses his column, "Zuckerberg and Facebook Reach a Tipping Point." Hosted by Lisa Abramowicz and Paul Sweeney.
It's A Borrower's Bond Market, As Amazon Scores Record Low Rates.
31 perc
1712. rész
Molly Smith, corporate finance reporter for Bloomberg, on why it's a borrower's bond market. John Streur, CEO of Calvert Research and Management, discusses why ending racism in America is a responsibility of corporations. Meltem Demirors, Chief Strategy Officer at CoinShares, to discuss why she disagrees with Goldman’s assessment of both crypto and gold. David Kocieniewski, Bloomberg Businessweek reporter, on private equity firms receiving billion-dollar backdoor hospital bailouts. Hosted by Lisa Abramowicz and Paul Sweeney.
Very Worried About 'Powder Keg' Brewing In US: Terrorism Expert Watts
31 perc
1711. rész
Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent specializing in terrorism, discusses the protests and civil unrest across the U.S. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on China and emerging markets. Iman Brivanlou, Lead Portfolio Manager of TCW High Income Equities and TCW Global REITs, on why now is a good time to enter the REIT segment. Scott Kessler, Global Sector Lead for Technology Media and Telecommunications at Third Bridge, at the sea change that is taking place in the digital and social media advertising space. Hosted by Lisa Abramowicz and Paul Sweeney.
Why Fed Yield Curve Control Is Price Fixing: Jim Bianco
22 perc
1710. rész
Jim Bianco, Founder of Bianco Research, on why markets are more hope than reality. Nathan Sheets, Chief Economist for PGIM Fixed Income, on why he's cautiously optimistic the U.S will avoid long-term damage. Leland Miller, CEO of China Beige Book International, discusses why the China trade deal is on its last legs. Hosted by Lisa Abramowicz and Paul Sweeney.
Forty Percent of Bars In U.S. May Not Make It: Ritholtz
30 perc
1709. rész
Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the grim future for the U.S. bar scene. Cass Sunstein, Bloomberg Opinion columnist and Harvard Law professor, discusses his column, "Twitter Strikes Balance Between Liberty and Lies." Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on why the markets are so positive. Christopher Balding, Associate Professor at Fulbright University in Vietnam and Bloomberg Opinion columnist, discusses the end of Hong Kong independence. Hosted by Lisa Abramowicz and Paul Sweeney.
Twitter Faces Slippery Slope With Fact-Checking: SocialFlow CEO
30 perc
1708. rész
Jim Anderson, CEO of SocialFlow, on Trump threatening to shut down Twitter and social media after receiving a fact-checking label. Robert Kelchen, Associate Professor of Higher Education at Seton Hall University and Janet Lorin, college endowments reporter for Bloomberg, discuss the dire financial landscape for higher education. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, discusses why virus disruption is refining- not redefining- the auto industry. Julia Carlson, Founder and CEO of Financial Freedom Wealth Management Group, discusses retail client sentiment and whether Americans are tapping their 401k's. Hosted by Lisa Abramowicz and Paul Sweeney.
Why Online Education Should Come With An Online Price
32 perc
1707. rész
Cathy O'Neil, mathematician and Bloomberg Opinion columnist, discusses her column, "Covid-19 Will Make Colleges Prove Their Worth." Michael Hirson, Practice Head, China and Northeast Asia, Eurasia Group, on China's strategy with Hong Kong and a vaccine. Josh Lohmeier, Head of North American Investment Grade Credit at Aviva Investors, on credit spreads and bond markets. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses Fed control of the yield curve and the 20-year bond sale. Hosted by Lisa Abramowicz and Paul Sweeney.
Why Lockdowns Haven’t Proved They’re Worth the Havoc
30 perc
1706. rész
Joe Nocera, Bloomberg Opinion columnist, discusses his column: Lockdowns Haven’t Proved They’re Worth the Havoc. Twenty co-founder Jared Allgood, discusses Healthy Together, the contact tracing app deployed by the state of Utah to contain the spread of COVID-19. Yvonne Man, Anchor for Daybreak Asia and Bloomberg Markets: China Open for Bloomberg, and Tom Orlik, Chief Economist for Bloomberg Economics, on the China crackdown on Hong Kong independence. Nick Colas, co-Founder of DataTrek Research, on why more than 30 COVID-damaged companies may get ditched from the S&P. Hosted by Lisa Abramowicz and Paul Sweeney.
China Stock Delisting Threat Is All Bark, No Bite: KraneShares CIO
31 perc
1705. rész
Brendan Ahern, Chief Investment Officer at KraneShares, on Trump ramping up blame on China and Xi, and the GOP Senate voting to delist China stocks. Donny Dorling, Professor of Geography at Oxford and author of "Slowdown: The End of the Great Acceleration," explains why the pandemic is a wake-up call to the need for a slowdown. Annie Massa, Investing Reporter for Bloomberg, and Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on how the Fed turned to BlackRock for bond buying help in this crisis. Jeff Phlegar, Chairman & CEO, MacKay Shields, discusses how investors are viewing the fiscal and monetary response to the current crisis. Hosted by Lisa Abramowicz and Paul Sweeney.
Now Is The Time To Disrupt Your Business Model: Travelocity Founder
31 perc
1704. rész
Terry Jones, founder of Travelocity and co-founder of Kayak.com, to discuss why now is a good time for company leaders to innovate their business plans. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on bond markets, the Fed, and his current investment outlook. Seema Shah, Director Consumer and Retail Trends at Creditntell, discusses the big retail earnings this week, and trends going forward. Heather Perlberg, private equity reporter for Bloomberg, discusses how private equity is ruining healthcare. Hosted by Lisa Abramowicz and Paul Sweeney.
Moderna Vaccine Holds Promise But In Very, VERY Early Days
28 perc
1703. rész
Max Nisen, Bloomberg Opinion biotech, pharma and health care columnist, discusses why it's still early days for Moderna's virus vaccine. Lisa Knee, co-leader for the national real estate practice at Eisner Amper, on the commercial real estate landscape. Burt Flickinger, Managing Director at Strategic Resource Group, on why J.C. Penney will still be viable after filing for bankruptcy. Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Bank, on banking and small business lending. Hosted by Lisa Abramowicz and Paul Sweeney.
China Mostly Views Trump's Latest Salvo As Empty Rhetoric
27 perc
1702. rész
Leland Miller, CEO of China Beige Book, discusses renewed China tensions. Jonathan Miller, President and CEO of Miller Samuel, on how coronavirus is impacting coastal, residential real estate. Andreas Kluth, Bloomberg Opinion columnist, discusses his column: "Your Kids May Never Return to Normal Schooling." Kathleen McNamara, Senior Municipal Bond Strategist at UBS Wealth Management, discusses their new muni finance report. Hosted by Lisa Abramowicz and Paul Sweeney.
Pandemic Could Create Industries We're Not Yet Aware Of
27 perc
1701. rész
Dan Black, Senior Fellow at NORC and Professor at the Harris School of Public Policy at the University of Chicago, discussees the future of the U.S. workforce. Andy Browne, Editorial Director for Bloomberg New Economy, on Trump playing the blame game with China. Tal Cohen, Head of US Markets at Nasdaq, discusses the current market environment. Tae Kim, Bloomberg Opinion technology columnist, on why Trump should support Google and Apple's contact tracing app. Hosted by Lisa Abramowicz and Paul Sweeney.
Powell’s Dark Tone Designed To Pressure Fiscal Policy: Dutta
29 perc
1700. rész
Neil Dutta, Head of U.S. Economics at Renaissance Macro Research, on Jay Powell and negative rates. Fran Kinniry, Principal and Global Head of Private Investment at Vanguard, on the benefits of private equity in a volatile market. Linda Kirkpatrick, President of US Issuers at Mastercard, on consumers embracing contactless payments. Mandeep Singh, Senior Tech Industry Analyst at Bloomberg Intelligence, on Uber buying GrubHub. Hosted by Paul Sweeney and Lisa Abramowicz.
Global Default Rate Hit Could Hit 10% By Year-End: TwentyFour Asset
34 perc
1699. rész
Mark Holman, CEO Of TwentyFour Asset Management, discusses growing volatility in the fixed income market. "Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the perfect storm in emerging markets. Christopher Condon, U.S. Economy reporter, on the reshaping of the scarred and scared American consumer. Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, discusses Marriott earnings, and how coronavirus is impacting the hospitality sector.
Airline Traffic May Not Recover 2019 Levels Until 2025
35 perc
1698. rész
George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on why airline traffic may not recover. Logan Mohtashami, Senior Loan Officer at AMC Lending and contributor to Housing Wire, on mortgage lenders tightening the screws. Tom Stringer, leader of accounting firm BDO’s US site selection team, on clients having serious discussions about cutting back. Lindsey Piegza, Chief Economist at Stifel, on widespread job losses caused by the shutdown. Hosted by Lisa Abramowicz and Paul Sweeney.
Papa John's Just Hired Over 12,000 People: CEO Lynch
33 perc
1697. rész
Papa John's CEO Rob Lynch discusses earnings, outlook, and how covid-19 has impacted the food delivery business. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on jobless claims and reopening the economy. Randy Schwimmer, head of originations and capital markets at Churchill Asset Management, on what capital markets are waiting on to start the deal making. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the shortfalls in models. Hosted by Lisa Abramowicz and Paul Sweeney.
Why Stocks Are Rising While Economy Crashes: Paul Krugman
30 perc
1696. rész
Nobel Laureate economist Paul Krugman discusses his column on the disconnect between markets and the economy: "Crashing Economy, Rising Stocks: What’s Going On?" Terry Kawaja, CEO and Founder of LUMA Partners, on how the pandemic will change how we consume media. Tara Lachappelle, Bloomberg Opinion media and deals columnist, on Disney results. Shawn Donnan, Senior Trade reporter for Bloomberg, discusses his story: "Layoffs Start Turning From Temporary to Permanent Across America."
JPM's Kelly: Expect Another Wave Down In Stock Market
28 perc
1695. rész
David Kelly, Chief Global Strategist for J.P. Morgan Asset Management, on when the economy will return, and his current investment strategy. Sonali Basak, Bloomberg Wall Street correspondent, on her interview with Bloomberg Opinion columnist Peter Orszag, head of Lazard’s financial advisory practice and a former Obama administration budget chief. Eric Stein, Co-Director of Global Income, Eaton Vance Management, on fixed income markets, the Fed, and his current investment outlook. Eliza Ronalds-Hannon, High Yield and Distressed Credit Reporter for Bloomberg, on Hertz preparing for bankruptcy.
China Can't Recover Economy Until Rest Of World Recovers
24 perc
1694. rész
Leland Miller, CEO of China Beige Book International, discusses their April 2020 special survey gauging the state of China’s economic recovery. Tara Lachapelle, Bloomberg Opinion media and deals columnist, on Berkshire-Hathaway's annual meeting and Warren Buffett's strategy for the company's cash pile. Eddie Perkin, Chief Equity Strategist for Eaton Vance, on the uncertain future for markets. Poonam Goyal, Senior U.S. retail analyst for Bloomberg Intelligence, on J. Crew filing for bankruptcy.
The Fed Should Go Negative: Former Fed President Kocherlakota
28 perc
1693. rész
Narayana Kocherlakota, former Minneapolis Fed President, Professor of Economics at the University of Rochester, and a Bloomberg Opinion columnist, on why the Fed should go negative. Dan Ives, Equity Analyst at Wedbush Securities, discusses Apple earnings, and the dim outlook for ride-hailing companies. Dr. Anwiti Bahuguna, Senior Portfolio Manager and Head of Multi-Asset Strategy at Columbia Threadneedle Investments, on outlook for the markets and economy. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses Nany Pelosi seeing $1 trillion stimulus for states and cities.
This Market Looks A Lot Like Q2 2008: JPM's Bob Michele
31 perc
1692. rész
Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC) group, on the Fed stepping into corporate markets. Nathan Sheets, Chief Economist for PGIM Fixed Income, on what the Fed's number one priority should be. Liam Denning, energy, mining and commodity columnist for Bloomberg Opinion, on Tesla earnings and outlook. Laura Martin, Senior Media Analyst at Needham & Co., on Facebook, Alphabet, and the dominance of digital media. Anthony Noto, CEO of online personal finance company SoFi, and former COO of Twitter, on how fintech is stepping in where the government falls short on small business loans.
Gilead Virus Treatment Is Promising But No Silver Bullet Yet
30 perc
1691. rész
Sam Fazeli, Director of Research: EMEA for Bloomberg Intelligence, on Gilead's positive trial for a potential coronavirus treatment. Lisa Shalett, Chief Investment Officer: Wealth Management for Morgan Stanley, discusses why she wants clients to avoid S&P indices and to actively manage stock picks. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Google, Facebook and Big Tech earnings. Brooke Sutherland, Bloomberg Opinion Industrials columnist, on the stark reality for Boeing.
Despite All the Noise, PPE Is Only 1% of 3M's Bottom Line
34 perc
1690. rész
Karen Ubelhart, Senior Industrials analyst for Bloomberg Intelligence, on 3M and Caterpillar earnings. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on why the oil crisis will spill over into midstream companies. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on why he's adding out-of-favor sectors on weakness. Max Nisen, Bloomberg Opinion Health Care columnist, with a coronavirus update, and a look at Big Pharma earnings. Hosted by Lisa Abramowicz and Paul Sweeney.
Trump Threatens Post Office As Way To Settle Amazon Score
25 perc
1689. rész
Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column, "Trump Views Post Office as Way to Settle Scores." Nick Bloom, Economics Professor at Stanford, and senior fellow at the Stanford Institute for Economic Policy Research (SIEPR), discusses his research on the productivity pitfalls of working from home. Tom Orlik, Chief Economist for Bloomberg Economics, on why a $6 trillion recession is an optimistic scenario. James Sinclair, CEO of Enterprise Alumni, an HR tech company, on how companies are mobilizing their entire workforce now - including those that have either left or retired - to prepare for reopening the economy.
We're Built For A Time Like This: New York Life CEO
28 perc
1688. rész
Ted Mathas, Chairman and CEO of New York Life, on how the coronavirus is impacting the insurance industry. Sam Fazeli, Director of Research, EMEA, for Blooomberg Intelligence, on Gilead's drug trial flop, and which companies have the most promising vaccines. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, on oil markets and why many players will go bankrupt. Michael Hirtzer, agriculture reporter for Bloomberg, discusses why some farmers are killing their pigs.
Home Health Care Referrals Are Surging: BrightStar Care CEO
33 perc
1687. rész
Shelly Sun, Founder & CEO of BrightStar Care, discusses the impact of the coronavirus on the home health care business. John Tobin, portfolio manager at Epoch Investment Partners, on why companies should still give dividends. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on markets becoming used to the bad news. Sam Hendel, President of Levin Easterly and Founder of Dataminr, on why he's following the 2008 playbook and how AI is being used in the battle against the coronavirus.
I Can't Remember A More Difficult Time For EM: Bill Rhodes
33 perc
1686. rész
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on why G20 needs to come together to recover the global economy. Everett Millman, Precious Metals Specialist at Gainesville Coins, on impact of the coronavirus on gold and other precious metals. Sameer Samana, Senior Global Market Strategist at Wells Fargo Investment Institute, on markets and the bottoming-out process. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on what Delta's cash burn signals for other airlines.
Saudis Go In For The Kill As They Target U.S. Oil Producers
28 perc
1685. rész
John Kilduff, Founder of Again Capital, on the oil market collapse, and what comes next. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses how the Fed is trying to control the yield curve. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on the mixed bag in emerging markets. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses LIBOR vs SOFR, and the flight to Treasuries.
Flattened Curve Doesn't Mean The Dying Is Ending Anytime Soon
25 perc
1684. rész
Cathy O'Neil, mathematician and Bloomberg Opinion columnist, on how "flattening the curve" is misleading. Vincent Cignarella, Global Macro Strategist for Bloomberg, on how the oil price collapse is impacting global markets. Will Rhind, CEO of GraniteShares, discusses gold as a safe haven.
The Pandemic Could End Shareholder Supremacy For Good: Joe Nocera
27 perc
1683. rész
Joe Nocera, Bloomberg Opinion columnist, discusses his column: Pandemic Could End Shareholder Supremacy for Good. Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank, with his latest market insights. Mark Douglas, CEO of Steelhouse, on why every day is Black Friday for those who can afford it. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at The Conference Board, on the largest index decline in its 60-yr history.
Years Before U.S. Gets Full Employment Back: HFE's Weinberg
26 perc
1682. rész
Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on jobless claims and an economy in freefall. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses how the U.S. economy could change after coronavirus. Sri Natarajan, Bloomberg finance reporter, on Morgan Stanley earnings. Vincent Deluard's, Global Macro Strategist at INTL FCStone, on stagflation.
FinTech Is Game Changer For Small Business Relief: Former SBA Head
33 perc
1681. rész
Karen Mills, Former SBA Administrator and Senior Fellow at Harvard Business School, on the roll-out of the federal small business relief stimulus. David Katz, President and CIO of Matrix Asset Advisors, on stock picks to ride out the storm. Seema Shah, Director Consumer and Retail Trends at Creditntell, discusses dismal retail sales. Alison Williams, Senior Banks Analyst for Bloomberg Intelligence, on bank earnings and outlook.
Relief Money Is Flowing Into Small Businesses: ConnectOne CEO
28 perc
1680. rész
Frank Sorrentino, CEO of ConnectOne Bank (Nasdaq:CNOB), on the rollout of the small business coronavirus relief plan. Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings. John Micklethwait, Editor-In-Chief for Bloomberg News, discusses his column, "The Virus Should Wake Up the West." Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on risks in the credit markets and his current investment strategy.
Software Will Be Near-Term Tech Outperformer: Wedbush's Ives
29 perc
1679. rész
Dan Ives, Equity Analyst at Wedbush Securities, discusses what to expect from tech stock earnings amid the global pandemic. RJ Gallo, Senior Portfolio Manager: Fixed Income at Federated Hermes, on the Fed cushion holding up markets. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on the potential severity of the market downturn. Liam Denning, Energy Columnist for Bloomberg Opinion, discusses why OPEC cuts won’t be enough to cope with the global demand shock.
Fed Defies Skeptics With Dynamic Response: BI's Riccadonna
27 perc
1678. rész
Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on Jay Powell and the Fed's aggressive measures. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the future path of markets. Upwork CEO Hayden Brown discusses the challenges and opportunities U.S. and global businesses face as they transition to an all-remote workforce. Billy House, Bloomberg Congressional reporter, on the showdown brewing between Senators McConnell and Schumer over small business aid.
Fed Cannot Cross Red, Dark Line To Support Junk Debt: Booth
28 perc
1677. rész
Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the Fed, economy and monetary and fiscal policy. Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on his outlook for a U-shaped recovery. Bankrate.com’s chief financial analyst, Greg McBride, discusses their survey: 31% of Americans think the stimulus checks won't sustain them for a month. Tae Kim, Bloomberg Opinion technology columnist, on why concerns for Zoom are overblown.
Square Working With Government to Speed Up Small Business Payments
28 perc
1676. rész
Jim McKelvey, co-Founder of Square and author of THE INNOVATION STACK, discusses the impact of coronavirus on small businesses, and the role of tech companies right now. Maura Murphy, Vice President and co-portfolio manager of the Loomis Sayles Inflation Protected Securities Fund at Loomis, Sayles & Company, on why it's unwise to jump into risk right now. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on his current investment outlook. Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, on Boris Johnson and the UK coronavirus response.
Retailers Face Long, Tough Road As Unsold Inventory Builds
32 perc
1675. rész
James Fallon, Editorial Director of Women's Wear Daily, discusses how the pandemic will forever shape the retail landscape as we know it. Marko Papic, Chief Strategist for Clocktower Group, discusses how markets are embracing hysteria and being too pessimistic. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the muni market risks from strapped states. Kevin Thorpe, Chief Economist and Head of Global Research at Cushman & Wakefield, discusses the projected recovery to commercial real estate from the Covid-19 pandemic.
Staffing CEO Sees Unemployment Maxing Out At 13-15%
30 perc
1674. rész
Tom Gimbel, CEO of global staffing company LaSalle Network, on the unprecedented job losses due to the coronavirus. Dr. Jonathan Gruber, Professor of Economics at MIT, and key architect of both Romneycare and Obamacare, discusses his Washington Post op-ed: "An Enormous Surge in Uninsured Sick People Is Coming. Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on President Trump invoking the Defense Production Act on 3M to make more masks. Tim O’Brien, Senior Columnist for Bloomberg Opinion, discusses his column, "$350 Billion Won’t Save U.S. Small Businesses."
Oil Price Could Revisit 1986 Low of $9.75: Stephen Schork
32 perc
1673. rész
Stephen Schork, President of the Schork Group, discusses why U.S. oil exports may be done for. Cole Smead, President and Portfolio Manager at Smead Capital Management, on seeing one of the greatest stock buying opportunities in the last 50 years. Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Economics, on jobless claims. Andy Browne, Editorial Director for Bloomberg New Economy, on reports that China masked data on coronavirus deaths. Hosted by Lisa Abramowicz and Paul Sweeney.
Western Asset Sifting For Opportunities Amid Credit Rubble
31 perc
1672. rész
Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on opportunities in fixed income. Peter Kenny, Founder of Strategic Board Solutions, on why markets will come back. Bess Freedman, CEO of luxury real estate firm Brown Harris Stevens, Inc., on navigating residential real estate during covid-19. Alex Webb, Bloomberg Opinion technology columnist on why your Amazon delivery will get more expensive.
U.S. Recovery Not Likely Until End of Q3: Bart Van Ark
28 perc
1671. rész
Bart Van Ark, Chief Economist at the Conference Board, on consumer confidence and an update to their U.S. economic forecast for 2020. Julian Lee, Bloomberg oil strategist and Opinion columnist, on oil markets and Trump's call with Putin. Scott Clemons, Chief Investment Strategist for Brown, Brothers Harriman, discusses his current market strategy. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses inflation and Fed stimulus.
Commercial Real Estate Set Up For 'Profound' Recovery: MMI CEO
28 perc
1670. rész
Hessam Nadji, CEO of Marcus and Millichap (NYSE:MMI), on what's happening to commercial real estate as the coronavirus shuts down businesses, retailers and hotels. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on the oil price plunge and the Saudis flooding the market. Greg Hahn, Chief Investment Officer for Winthrop Capital Management, on opportunities in the credit markets. David Welch, Bloomberg Detroit Bureau Chief, discusses GM making ventilators with partner Ventec.
Casual Dining Chains Could Lose 75% of Sales: BI's Halen
28 perc
1669. rész
Michael Halen, Senior Restaurant analyst for Bloomberg Intelligence, on the Covid-19 outlook for North America restaurants. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on emerging markets and the dollar. Adam Levitin, Georgetown Law Professor and former special counsel to the Congressional Oversight Panel of TARP, on how to get money to small businesses fast. Bloomberg stocks editor Dave Wilson, and Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, discuss market drivers and the record 3.3 million jobless claims.
Structural Changes To Society Will Reshape Post-Virus Economy
29 perc
1668. rész
Frances Donald, Managing Director, Chief Economist & Head of Macro Strategy at Manulife Investment Management, on her prognosis for the economy. Dr. Leana Wen, emergency physician, public health professor at George Washington University, and former Health Commissioner for Baltimore, discusses the health impact of President Trump's plan to reopen the economy by Easter. Hans Olsen, CIO of Fiduciary Trust Company in Boston, on seeing the beginning phases of a market bottom. Aaron Dunn, Co-Director of Value Equity Investing and portfolio manager at Eaton Vance, discusses gaming out the other side of the coronavirus impact.
Fed Balance Sheet Will Be At $9 Trillion Next Year: BI's Jersey
30 perc
1667. rész
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the new Fed facilities, and the Fed balance sheet. Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, on today's equity bounce and where the bottom is. Gary Shilling, President of A. Gary Shilling & Co., and a Bloomberg Opinion columnist, discusses his recent column: "A Look at Economies and Markets After Covid-19." Logan Mohtashami, Senior Loan Officer at AMC Lending and contributor to Housing Wire, on the housing market and the mortgage melt-down. Hosted by Lisa Abramowicz and Paul Sweeney
American Consumers Weakening Even Before Virus: DB's Slok
27 perc
1666. rész
Torsten Slok, Deutsche Bank Chief Economist, on the severe recession to come. Michael McKee, International Economics & Policy Correspondent for Bloomberg, on the Fed signalling unlimited QE for companies and municipalities. Kit Juckes, Global Fixed Income Strategist for Societe Generale, discusses the mad scramble for dollars. Michael Sonnenfeldt, Chairman of TIGER 21, on how their ultra-wealthy and entrepreneurial members are navigating the coronavirus to preserve wealth.
Want Ventilators? Roll Back Trump's Tariffs
26 perc
1665. rész
Brooke Sutherland, Bloomberg Opinion industrials columnist, on her new column: "Want Ventilators? Roll Back Trump’s Tariffs." Meghan L. O’Sullivan, Professor of International Affairs at Harvard’s Kennedy School, former National Security Council advisor, and a Bloomberg Opinion columnist, discusses the oil market plunge, and the Russia-Saudi relationship. Peter Andersen, Founder of Andersen Capital Management, LLC, on how to keep sane in the market sell-off. Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, and Bloomberg stocks editor Dave Wilson, discuss the Fed enhancing swap lines with central banks, and today's market drivers.
ETFs Provided Key Liquidity Amid Turmoil: BlackRock's Cohen
36 perc
1664. rész
Samara Cohen, Head of iShares Global Markets at BlackRock, on what’s happening in the ETF trading complex. Bart Van Ark, Chief Economist at the Conference Board, on the February Leading Economic Index, and outlook for the U.S. economy. Steven Dennis, Bloomberg Senate reporter, on the Senate passage of the House coronavirus bill, and other legislation ahead. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on why a Fed intervention in corporate bonds could be effective.
Dysfunctional Bond-Market May Be Worse Than 2008
28 perc
1663. rész
Jim Bianco, President and Founder of Bianco Research, discusses the dysfunction in credit markets. Tom McGee, President and Chief Executive Officer of the International Council of Shopping Centers (ICSC), on shopping-center owners urging Trump to provide relief. Josh Wingrove, Bloomberg White House reporter, discusses the border shutdown with Canada. Dr. Paul Goepfert, professor in the Division of Infectious Diseases at the University of Alabama, Birmingham and also Director of the Alabama Vaccine Research Clinic, on the outlook for coronavirus infection in the U.S. Hosted by Lisa Abramowicz and Paul Sweeney.
Only Way To Defeat Virus Is To Self-Isolate: Former Medicare Head
26 perc
1662. rész
Andy Slavitt, Former Acting Administrator for Medicare and Medicaid Services, on asking Americans to stay home, and upcoming strain on the U.S. health care system. Peter Tchir, Head of Macro Strategies at Academy Securities, on why he would put a little risk on. Gaurang Shastri, Managing Director and Head of Lincoln Internationals’ North American Logistics & Transportation, on impact of coronavirus on ports and supply chains. Max Nisen, Bloomberg Opinion health care columnist, on the coronavirus hospitalization rate.
Why Banks Must Lend To Those People They Normally Wouldn't
22 perc
1661. rész
Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on the monetary and fiscal response to the coronavirus. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses markets, bottom for tech, and changes to consumer behavior. Max Nisen, Bloomberg Opinion health care columnist, with a coronavirus testing update.
People Made Bad Bets, And Now They Need Cash To Cover It
29 perc
1660. rész
Steve Blitz, Chief U.S Economist at TS Lombard, on central banks and the Fed QE plan. Marian Harkin, Irish Parliament member and former member of the European Parliament, on how Ireland is managing the coronavirus crisis, and European stimulus. Max Nisen, Bloomberg Opinion health care columnist, on the U.S. coronavirus failure. Scott Soshnick, Bloomberg sports columnist, discusses the near-shutdown of U.S. sports.
NBA Suspension Costs Lebron James $404K Per Game
25 perc
1659. rész
Scott Soshnick, Bloomberg sports columnist, on the NBA suspending their season. Welles Fitzpatrick, Managing Director, E&P Research at SunTrust Robinson Humphrey, discusses oil markets and the credit risk in the U.S. shale patch. Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic advisor to President Clinton, on why he's pessimistic on the global economy. Sri Natarajan, Bloomberg finance reporter, on the swath of big companies maxing out credit lines, grabbing cash before it can disappear. Hosted by Lisa Abramowicz and Paul Sweeney.
Markets Tanking On Leadership Deficit In Washington: Schenker
28 perc
1658. rész
Marty Schenker, Chief Content Officer for Bloomberg, on how markets are reacting to the Trump Administration's coronavirus response. Bill Smead, CEO and CIO of Smead Capital Management, on why investors need to take the long view on equities. Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on why retail investors are more resilient today. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, on the Saudi strategy and Russia targeting U.S. shale. Hosted by Lisa Abramowicz and Paul Sweeney.
Saudi Pricing Power To Trigger Shale Patch Carnage
28 perc
1657. rész
John Kilduff, Founding Partner of Again Capital, on the collapse in oil price. Susan DeVore, CEO of Premier, Inc. (Nasdaq: PINC), discusses health care and medical supply issues surrounding the coronavirus. Ferdinando Giugliano, Bloomberg Opinion editor, discusses his column, "Italy's Lockdown Tests Democracy's Limits." David Katz, President and CIO of Matrix Asset Advisors, on why these stocks will weather the storm. Hosted by Lisa Abramowicz and Paul Sweeney.
Stocks Plunge Amid Oil Shock
20 perc
1656. rész
Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist and Kristina Hooper, Invesco Chief Global Market Strategist in studio talk about the plunge in stock and oil prices.
PGIM Is Selectively Buying Dip In Credit: Collins (Podcast)
40 perc
1655. rész
Mike Collins, Managing Director and Senior Portfolio Manager at PGIM Fixed Income, and Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Intelligence, discuss jobs, the economy, and bond markets. Julian Lee, Bloomberg oil strategist in London, discusses the OPEC meeting. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses jobs data and the Dem race. Robert Kahn, Director, Global Strategy and Global Macro at Eurasia Group, on the three economic scenarios for the coronavirus. Hosted by Lisa Abramowicz and Paul Sweeney.
OPEC Can't Fix Oil Demand Destruction: KPMG's Mayor
28 perc
1654. rész
Regina Mayor, Global Energy Head at KPMG, on the OPEC meeting and oil markets. Nick Colas, co-Founder of DataTrek Research, on markets and whether investors should be buying the dips. Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on why the Fed made the wrong move. Brendan Case, Industrial, Aerospace and Chemicals Team Leader for Bloomberg, discusses the airlines rout. Hosted by Lisa Abramowicz and Paul Sweeney.
Don't Refinance Your House Just Yet, Rates Going Lower
23 perc
1653. rész
Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, and Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on the Fed, economy and emerging markets. Shelly Banjo, Asia tech reporter for Bloomberg, on life in Hong Kong during the coronavirus. Rick Davis, Partner at Stonecourt Capital and Bloomberg politics contributor, on Super Tuesday results. Hosted by Lisa Abramowicz and Paul Sweeney.
Fed Did Exactly What They Needed To Do: JPM's Michele
32 perc
1652. rész
Jim Michele, Chief Investment Officer at JP Morgan Asset Management, on why the Fed made the appropriate move. Dan Skelly, Head of Market Research and Strategy, Wealth Management at Morgan Stanley, reacts to the Fed rate cut. Jim Bianco, President and Founder of Bianco Research and Bloomberg Opinion contributor, discusses why the Fed rate cut is better late than never. Hosted by Lisa Abramowicz, Jonathan Ferro, and Tom Keene. (Host Paul Sweeney out.)
China Beige Book: Could See China Growth Under 2%
27 perc
1651. rész
Leland Miller, CEO of China Beige Book International, on their new quarterly report and China's manufacturing drop. Brooke Sutherland, Bloomberg Opinion industrials columnist, discusses Boeing's new gamble, and the continued struggle for manufacturers. RJ Gallo, Senior Portfolio Manager: Fixed Income at Federated Hermes, on bond markets, the Fed, and current investment outlook. Wendy Schiller, Chair of Political Science at Brown University, discusses the South Carolina primary and the path forward. Hosted by Lisa Abramowicz and Paul Sweeney.
PGIM's Tipp: Virus Won't Likely Send US To Recession
27 perc
1650. rész
Robert Tipp, Chief Investment Strategist at PGIM Fixed Income, on potential Fed rate cuts and current investment outlook. Dr. Phil Chan, CEO of CytoSorbents (NASDAQ: CTSO), discusses the medical issues surrounding the coronavirus threat, and their technology that can treat compromised immune systems. Michael Tiedemann, CEO of Tiedemann Advisors, on how they’re advising clients in the sell-off. Brian Chappatta on his column: "Bond Traders See Fed Facing All-or-Nothing Call." Hosted by Lisa Abramowicz and Paul Sweeney.
Don't See More Than 50bp Emergency Cut: Amundi's Todd
27 perc
1649. rész
Christine Todd, Senior Managing Director & Head of U.S. Fixed Income at Amundi Pioneer, discusses how she's playing the sell-off. Ben Holland, Political economy editor for Bloomberg, on how the bond market is saying Bernie Sanders' numbers don’t need to add up. Austin Carr, Bloomberg technology reporter, and Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, discuss Xerox and HP's $35 billion fight over ink cartridges. Rice University health care economist Vivian Ho, Chair in Health Economics at the Baker Institute, and Director at the Center for Health and Biosciences, discusses the economics and U.S. preparedness for the coronavirus. Hosted by Lisa Abramowicz and Paul Sweeney.
Market Favors Investors Willing To Accept Equity Risk
30 perc
1648. rész
Patrick Chovanec, Economic Adviser at Silvercrest Asset Management, on how investors should be looking at the coronavirus. Tara Lachapelle, Entertainment, Telecom & Deals Columnist for Bloomberg Opinion, on longtime Disney CEO Bob Iger handing the reins to Bob Chapek. Luke Kawa, Bloomberg cross-asset reporter, on how Reddit's "greedy, profane" traders are shaking up the stock market. Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations, and Senior Advisor at Exante Data, on how the coronavirus is impacting global money flows. Hosted by Lisa Abramowicz and Paul Sweeney.
Fed Should Cut Rates Now: Narayana Kocherlakota
34 perc
1647. rész
Narayana Kocherlakota, former Minneapolis Fed President and Bloomberg Opinion columnist, discusses why the Fed shouldn't wait to cut interest rates. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on his current investment outlook and whether he's buying the dip. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses the vulnerability of the 2020 U.S. presidential campaigns and election. Craig Johnson, President of Customer Growth Partners, on Home Depot, Macy's and how the coronavirus has impacted the retail forecast for 2020. Hosted by Lisa Abramowicz and Paul Sweeney.
Rekindled China Trade Uncertainty Amps Flight To Gold
29 perc
1646. rész
Everett Millman, Precious Metals Specialist at Gainesville Coins, on the flight to gold. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses Bernie Sanders' decisive Vegas win and the possibility of a brokered convention. Ferdinando Giugliano, Bloomberg Opinion Editor in Milan, on the coronavirus outbreak in Italy. Brendan Ahern, Chief Investment Officer for KraneShares, on how mainland China investors are stepping in to buy. Hosted by Lisa Abramowicz and Paul Sweeney
GeoQuant Model Predicts Trump Wins In Bernie Matchup
31 perc
1645. rész
Mark Rosenberg, founder and CEO of GeoQuant, discusses political risk and what their model says about the 2020 election. Ben Emons, Managing Director: Global Macro Strategy at Medley Global Advisors, on why the decline in bond yields could be good for stocks. Tara Lachapelle, Bloomberg Opinion columnist, discusses what investors will be looking for in Berkshire Hathaway's annual letter. Tom Orlik, Chief Economist for Bloomberg Economics, discusses how the coronavirus is threatening global growth.
Facebook Had Profound Role In Enabling Trump: McNamee
32 perc
1644. rész
Tech venture capitalist Roger McNamee, Founder of Elevation Partners and author of "ZUCKED: Waking Up to the Facebook Catastrophe," discusses Facebook's political ad policy. Laura Davison, Bloomberg congressional tax reporter, compares the different corporate tax proposals of the leading Dem candidates. Dave Ellison, portfolio manager of the Hennessy Small Cap and Large Cap Financial Funds, discusses his outlook for the financial sector. Ben Mendoza, Founder of Beatchain, discusses intel and insights about the entertainment and tech industries. Hosted by Lisa Abramowicz and Paul Sweeney.
Markets Expect Mid-Year Snapback From Coronavirus
28 perc
1643. rész
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, on why markets seem so complacent about the coronavirus. Burt Flickinger, Managing Director at Strategic Resource Group, discusses Walmart stumbling on softer than expected holiday sales and lowered forecast. Annie Massa, Bloomberg investing reporter, on Franklin Templeton buying Legg Mason to create a $1.5 trillion active-management investing giant. Seventh Generation CEO Joey Bergstein discusses why corporate American needs to take charge in the climate crisis. Hosted by Lisa Abramowicz and Paul Sweeney.
We Actually Can't Afford To Have Higher Rates: Axel Merk
28 perc
1642. rész
Axel Merk, President and Chief Investment Officer of Merk Investments, on whether markets are underestimating risks in the market. Tara Lachapelle, Entertainment, Telecom & Deals Columnist for Bloomberg Opinion, discusses how U.S. states will try to kill harmful mergers if regulators don't. Anurag Rana, Senior Software & IT Analyst for Bloomberg Intelligence, on why the JEDI contract block won't hurt Microsoft's fundamental cloud strength. Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, discusses the global economic gauges of coronavirus risk. Hosted by Lisa Abramowicz and Paul Sweeney.
We're Arming The Rebels Of Amazon: Shopify COO
27 perc
1641. rész
Harley Finkelstein, Chief Operating Officer at Shopify, on earnings and outlook. Tuna Amobi, Industry Analyst at CFRA Research, discusses downgrading the view on several major casino and cruise line names due to coronavirus exposure. Steve Wagner, global managing director of Decision Analytics for Experian, discusses how businesses are impacted by risks and threats of identity fraud. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on Tesla's new stock offering. Hosted by Lisa Abramowicz and Paul Sweeney.
Why Bernie Sanders May Be Best For Stock Market: Kaissar
26 perc
1640. rész
Nir Kaissar, Founder of Unison Advisors and Bloomberg Opinion columnist, on why Bernie Sanders would be the best candidate for the U.S. stock market. Paul Brain, Head of Fixed Income for Newton Investment Management Ltd., discusses all things fixed income: global bonds, monetary policy, central banks, and green bonds. Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, discusses his column: "Trump Has Hijacked Roger Stone’s Sentencing." Chris McCann, CEO of 1-800-FLOWERS.COM, Inc., to discuss Valentine’s Day business, online retail, and delivery. Hosted by Lisa Abramowicz and Paul Sweeney.
Apple's Low-Cost iPhone Rollout At Risk From Virus
31 perc
1639. rész
John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on the "coronavirus nightmare" for Apple and global electronics. Scott Clemons, Chief Investment Strategist at Brown Brothers Harriman, discusses his current investment outlook. Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute, discusses the impact of Trump's retaliation on national security, including the Global Entry ban on NY and the firing of witnesses. Debbie Azar, President and Co-Founder of Gemological Science International (GSI), on diamond trends. Hosted by Lisa Abramowicz and Paul Sweeney.
The World Isn’t Ready For The Next Global Virus Outbreak (Podcast)
30 perc
1638. rész
Robert Langreth, Bloomberg health care reporter, on Man vs. Microbe. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on Credit Suisse ousting CEO Thiam in a boardroom clash. Tom Gimbel, CEO of global staffing company LaSalle Network, on how the job market is still seeing high demand. Mary Schlangenstein, U.S. Airlines reporter for Bloomberg, on JetBlue Founder Neeleman’s new low-cost airline, Breeze Airways.
Coronavirus Won't Be The Thing To Cause A Recession
29 perc
1637. rész
Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on what's driving markets. Ramesh Ponnuru, Senior Editor at the National Review and a Bloomberg Opinion columnist, discusses Trump's acquittal and the Democratic race. Brad Stone, Senior Executive Editor of Global Tech and Bloomberg Businessweek writer, on tech earnings, IPOs, and regulation of Big Media Tech. Chris Edwards, Director of Tax Policy Studies at The Cato Institute and editor of DownsizingGovernment.org, on how we are marching into a fiscal crisis. Hosted by Lisa Abramowicz and Paul Sweeney.
The Chemicals in America's Drinking Water Are A Crisis
23 perc
1636. rész
Author and activist Seth Siegel discusses his latest book, "Troubled Water: What's Wrong with What We Drink," and how utility consolidation may solve the drinking water crisis. Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Vanguard's new private equity fund. Lanhee Chen, Research Fellow at the Hoover Institution, and former adviser to Mitt Romney and Marco Rubio, on the State of the Union, impeachment, and the Iowa mess. Hosted by Lisa Abramowicz and Paul Sweeney.
At Peak Of Streaming Wars in 2020: LUMA's Kawaja
30 perc
1635. rész
Terence Kawaja, Founder & CEO, LUMA Partners Investment Banking, on the streaming wars. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on credit markets and his current investment strategy. John Chachas, Managing Partner at Methuselah Advisors, on the destruction of the newspaper industry by the digital economy. John Authers, Senior Editor for Bloomberg Markets and Bloomberg Opinion columnist, on what's driving U.S. equities. Hosted by Lisa Abramowicz and Paul Sweeney.
China Sell-Off Is Buying Opportunity: KraneShares CIO
26 perc
1634. rész
Brendan Ahern, Chief Investment Officer at Kraneshares, on China markets sinking and whether it's a buying opportunity. Rania Sedhom, Managing Partner of Sedhom Law Group, on how luxury goods are impacted by counterfeiting at Amazon and other online retailers. Noah Feldman, Harvard Law Professor who testified at the House Impeachment trial, and Bloomberg Opinion columnist, discusses how the GOP Senate has condoned future election interference. Vincent Deluard, Global Macro Strategist for INTL FCStone (NASDAQ: INTL), discusses his global macro outlook and the theme of the year: reflation. Hosted by Lisa Abramowicz and Paul Sweeney.
When WHO Sounds The Alarm, History Shows It's Time To Dip In
27 perc
1633. rész
David Dietze Chief Investment Strategist at Point View Wealth Management, on markets and investing. Regina Mayor, Global Energy Head at KPMG, on Big Oil earnings and how the coronavirus is impacting oil markets. Christopher Wolfe, Chief Investment Officer for First Republic Private Wealth Management, on his current investment outlook, Brexit and the global economy. Karen Ubelhart, Senior Industrial Analyst for Bloomberg Intelligence, on Caterpillar earnings.
Microsoft Is One of Best Tech Turnarounds In Last 20 Years
33 perc
1632. rész
Dan Ives, Equity Analyst at Wedbush Securities, discusses Tesla, Microsoft and Facebook. Ryan Sullivan, Senior Vice President of Global Exchange Traded Fund Services at Brown Brothers Harriman, on their annual global ETF survey. Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on markets and the retail consumer. Will Rhind, CEO of GraniteShares, discusses gold and precious metals in favor as geopolitical risks heat up. Hosted by Lisa Abramowicz and Paul Sweeney.
Industrial Recession In The U.S. Is Not Over: Booth
30 perc
1631. rész
Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed and a Bloomberg Opinion contributor, discusses the economy and what to expect from the Fed. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Apple and Big Tech media earnings. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the Fed, the yield curve, and currencies. Stephanie Flanders, Senior Executive Editor for Bloomberg Economics and former Advisor to US Treasury Secretary Lawrence Summers, on the global economy. Hosted by Lisa Abramowicz and Paul Sweeney.
'Missing Inflation' Is Seen In Asset Prices: Shalett
28 perc
1630. rész
Lisa Shalett, Chief Investment Officer, Wealth Management for Morgan Stanley, discusses her investment outlook and strategy. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, to preview Apple earnings and discuss how the coronavirus is hitting supply chains. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on Xi Jinping's response to the coronavirus. John Kilduff, Founder of Again Capital, on the big risk to oil markets from the coronavirus. Hosted by Lisa Abramowicz and Paul Sweeney.
Stock Buying Opportunity Isn't Here Yet: Hugh Johnson
29 perc
1629. rész
Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on how investors should react to the increasing risk-off sentiment. Drew Armstrong, Team Leader for U.S. Health Care at Bloomberg, on containing the coronavirus. Rosabeth Moss Kanter, thought leader and Professor at Harvard Business School, discusses her new book, "Think Outside the Building: How Advanced Leaders Can Change the World One Smart Innovation at a Time." Richard Chambers, President and CEO of The Institute of Internal Auditors (The IIA) to discuss corporate governance concerns surrounding Boeing, the Business Roundtable, and others. Hosted by Lisa Abramowicz and Paul Sweeney.
Penn Mutual Is Selling HY Bonds, Opting for IG: CIO
28 perc
1628. rész
Mark Heppenstall, CIO of Penn Mutual Asset Management, discusses his current investment outlook and opportunities in the bond market. Tom Gearing, CEO of Cult Wines Asset Management, on how Trump's tariff threats to the EU are impacting the wine market. Justin Sink, Bloomberg White House correspondent, on how the White House silence on the Bezos hack shows the risks of close ties to the Saudi Prince. Mark Luschini, Chief Investment Strategist at Janney Montgomery Scott, to discuss the firm's 2020 Outlook. Hosted by Lisa Abramowicz and Paul Sweeney.
Minsky Moment Is Real Possibility: Economist Bob Barbera
26 perc
1627. rész
John Authers, Senior Editor for Bloomberg Markets, and economist Bob Barbera, Professor at Johns Hopkins University, discuss why a Minsky moment may be looming. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of Masters of Business, discusses why BlackRock's ESG mission can't be executed. Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing. Phil Brendel, Senior Credit Analyst for Bloomberg Intelligence, on PG&E reaching settlement with creditors but still facing block from Governor Newsom. Hosted by Lisa Abramowicz and Paul Sweeney.
UN Draws Line Linking Khashoggi Murder To Bezos Hack
27 perc
1626. rész
Greg Farrell, investigative legal reporter for Bloomberg, on the Saudi Crown Prince implicated in the hack of Jeff Bezos' phone. Tom Orlik, Chief Economist for Bloomberg Economics, on the economic risks of the new coronavirus in China. Doug Duncan, Chief Economist at Fannie Mae, on housing data and the housing market outlook for 2020. Wendy Schiller, Chair of Political Science at Brown University, on the Senate impeachment trial of President Trump. Hosted by with Lisa Abramowicz and Paul Sweeney.
Everyone Still Chasing Netflix For International Subs
28 perc
1625. rész
Tara Lachapelle, Bloomberg Opinion media columnist, previews Netflix earnings and discusses Comcast's business model for its streaming service. Bob Mintz, Former Federal Prosecutor and Partner at McCarter & English, LLP, on what to expect from the Senate impeachment trial of President Trump. John Authers, Senior Markets Editor for Bloomberg, on the risks of private equity. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the 20 year bond. Hosted by Lisa Abramowicz and Paul Sweeney.
U.S. Shale Patch Is No Longer A Growth Market
28 perc
1624. rész
Simon Casey, Energy Americas Team Leader for Bloomberg, on Shlumberger shrinking its shale business, and what that says about peak shale. Charly Weinstein, CEO of Eisner Amper, on what business leaders are forecasting for 2020. Michael Tiedemann, CEO of Tiedemann Advisors, on how they’re advising clients allocate their portfolios in 2020. Ted Smith, Co-Founder and President of Union Square Advisors, discusses their 2020 outlook on tech M&A activity and the IPO landscape. Hosted by Lisa Abramowicz and Paul Sweeney.
Why Massive Growth In Private Markets Will Continue
28 perc
1623. rész
Kelly Rodriques, CEO of Forge, on the growth of private markets and direct public offerings in 2020. Burt Flickinger, Managing Director for Strategic Resource Group, on retail sales and what this forecasts for 2020. Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute, discusses the revelations from indicted Giuliani associate Lev Parnas, and the GAO ruling that the White House Ukraine freeze violated the law. Juan Carlos Artigas, Director of Research at the World Gold Council, on their 2020 Gold outlook. Hosted by Lisa Abramowicz and Paul Sweeney.
Samara Lenga
Phase 1 Trade Deal Is Just The Beginning: Leland Miller
41 perc
1622. rész
Leland Miller, CEO of China Beige Book International, and Andy Browne, editorial director of the New Economy Forum, on the signing of the Phase 1 China trade deal. Sal Gilbertie, President, CIO and co-Founder of Teucrium Trading, LLC, discusses their Phase 1 Chinese Trade Agricultural import estimates. Jen Bartashus, Senior U.S. Retail, Staples & Restaurants Analyst for Bloomberg Intelligence, on Target missing sales estimates. Hosted by Lisa Abramowicz and Paul Sweeney.
Samara Lenga
Consumers Are Really Driving Banking Industry: Leon
29 perc
1621. rész
Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings. Mark Gilbert, Bloomberg Opinion columnist covering asset management, discusses his column,"BlackRock's Climate Activism Has a Passive Problem." Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on the U.S. Treasury removing the currency manipulator label from China. Jessica Herrin, CEO and Founder of Stella & Dot, on the company's "sales ambassador" business model and company outlook. Hosted by Lisa Abramowicz and Paul Sweeney.
Machines Are Replacing Wall Street's Bonus Culture
27 perc
1620. rész
Lananh Nguyen, finance reporter for Bloomberg, on the end of the bonus culture on Wall Street. Rick Helfenbein, former Chairman, President & CEO of the American Apparel & Footwear Association, on why the Phase 1 China trade deal is bad for retailers. Kristina Hooper, Chief Market Strategist at Invesco, on how the accommodative central banking environment will boost 2020 investing. Don Steinbrugge, Founder and CEO of Agecroft Partners, LLC, discusses the shifting nature of hedge funds. Hosted by Lisa Abramowicz and Paul Sweeney.
Oil Pressure Is To The Downside, Ex-Iran: Kilduff
30 perc
1619. rész
John Kilduff, Founding Partner of Again Capital, on oil markets and Iran. Bart Van Ark, Chief Economist at the Conference Board, on their new Global CEO survey, and why wages remain stagnant. Alex Webb, Bloomberg Opinion technology columnist, on his column, "The Great Food-Delivery Fight Arrives in the U.S." Patrik Jonsson, President of Lilly Bio-Medicines, on acquiring Dermira for $1.1 billion, the maker of an experimental treatment for dermatitis. Hosted by Lisa Abramowicz and Paul Sweeney.
Former CIA Ops Chief: Trump's Iran Strike Was Big Win
21 perc
1618. rész
Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the Iran situation. Sandy Cockrell, Global CFO Program Leader at Deloitte, on their quarterly CFO Signals survey, a temperature check of Fortune 500 CFOs. Joe Nocera, Bloomberg Opinion columnist, will discuss his column: "Carlos Ghosn Strikes Back, and Nissan Should Beware." Poonam Goyal, Senior Retail analyst for Bloomberg Intelligence, on disappointing holiday sales from department stores. Hosted by Lisa Abramowicz and Paul Sweeney.
Don't See Oil North of $70 Without Escalation: Kamel
29 perc
1617. rész
Ayham Kamel, Practice Head, Middle East & North Africa at Eurasia Group, on Iran and oil markets. Scott Wren, Senior Global Market Strategist, Wells Fargo Investment Institute, on markets and geopolitical risks. Justin Fox, Bloomberg Opinion columnist, discusses his column: "Lots of American Teens Are Still Shunning Cars." Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses Trump's impeachment and the Iran conflict. Hosted by Lisa Abramowicz and Paul Sweeney.
Samara Lenga
Iran Tensions Firm Up Bullish Picture For Crude
30 perc
1616. rész
Welles Fitzpatrick, Managing Director: E&P Research at SunTrust Robinson Humphrey, discusses how the Iran escalation will impact E&P stocks. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, and David Wainer, Bloomberg International government reporter, react to Secretary of State Mike Pompeo's press conference and the escalation with Iran. Jim Bianco, President and Founder of Bianco Research, discusses his column: Central Banks Are the Biggest Risk to the Economy. Jenny Surane, Bloomberg finance reporter, on how "massively under-prepared" gas stations face credit card turmoil. Hosted by Lisa Abramowicz and Paul Sweeney.
Oil Markets Say Full-Blown War With Iran Is Unlikely
28 perc
1615. rész
Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discuss oil markets as Trump threatens sanctions on Iraq. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, on why he's bullish on U.S. small caps and large cap value stocks. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on why he's positive on EM for 2020. Alan Katz, Financial Investigations Team Leader for Bloomberg in Paris, on ex-Nissan boss Carlos Ghosn's escape from Japan to Lebanon. Hosted by Lisa Abramowicz and Paul Sweeney.
Soleimani Death Limits Iran's Options, 2020 Economic and Retail Outlooks
29 perc
1614. rész
Peter Tchir, Head of Macro Strategy at Academy Securities, and Academy Securities Advisory Board Member Retired Marine Lieutenant General Robert Walsh discuss the market and geopolitical impact of the U.S. airstrike in Iran that killed one of Iran’s most powerful generals. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence and former adviser to the Dallas Fed, discusses her economic outlook including thoughts on oil, the Fed and employment. Craig Johnson, President of Customer Growth Partners, has a recap of holiday retail sales and his outlook for 2020. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, explains whether or not we're in a "new" bull market.
Hosts: Lisa Abramowicz and Paul Sweeney.
2020 Global Outlook, Six Word Market Narratives
27 perc
1613. rész
Torsten Slok, Chief Economist at Deutsche Bank Securities, shares his 2020 outlook for markets and the global economy. He says when the Fed expands it balance sheet 1% the S&P goes up approximately 1% as well. Nick Colas, Co-Founder of DataTrek Research, breaks down the market narratives from 2018 and 2019 and what the narrative will be for 2020. Ronan Crosson, Head of Data Analytics at Eagle Alpha, discusses the escalating streaming wars and why he sees Netflix as an early leader. Steve Grobman, CTO at McAfee, discusses the biggest cybersecurity threats and trends to watch as we move into 2020. He identifies technologies that have been useful in stopping robocalls. Hosts: Lisa Abramowicz and Paul Sweeney.
2020 Outlook for Currencies, and Commodities (Podcast)
20 perc
1612. rész
Dr. Win Thin, Global Head of Currency Strategy for Brown Brothers Harriman, discusses global currencies and what to expect from the dollar in 2020. Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, breaks down the December Consumer Confidence Index. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, shares his year-end outlook on gold and oil.; Hosted by Lisa Abramowicz and Paul Sweeney.
Why China's Economy Is Best Revealed Through Credit Markets
31 perc
1611. rész
Shehzad Qazi, Managing Director at China Beige Book International, on rising debt in China's economy. Matt Desch, CEO of Iridium, on the satellite landscape, Apple's foray, and the current outlook. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on credit markets and his current investment strategy. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on what 2020 holds for bitcoin and commodities. Hosted by Lisa Abramowicz and Paul Sweeney.
Samara Lenga
Big Banks' Announced Job Cuts Don't Match The Reality
27 perc
1610. rész
Yalman Onaran, Senior Finance writer for Bloomberg, on the reality of Big Bank job cuts. Jim Vogel, Interest Rate Strategist for FTN Financial, on global market outlook, and why EM could benefit in 2020. Tara Lachapelle, Bloomberg Opinion media columnist, discusses her column, "What a Decade of Netflix Did to Hollywood." Logan Mohtashami, Senior Loan Officer at AMC Lending Group, on the housing market. Hosted by Lisa Abramowicz and Paul Sweeney.
Top Market Worries Are Behind Us: State Street's Loh
29 perc
1609. rész
Marvin Loh Senior Global Macro Strategist for State Street, on why he's bullish on risk assets heading into 2020. Dan Ives, Equity Analyst at Wedbush Securities, discusses the pivotal year ahead for Tesla and why he's raising his price target. Mike Halen, Senior Restaurant Analyst for Bloomberg Intelligence, on why North America restaurants face a tough year. Dr. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discuss oil markets and what to expect in 2020. Hosted by Lisa Abramowicz and Paul Sweeney.
Admiral Stavridis: It's Good Time For The Space Force
31 perc
1608. rész
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on his column, "May the (Space) Force Be With You." Shira Ovide, Bloomberg Opinion technology columnist, on ByteDance said to weigh TikTok stake sale over U.S. security concerns, and Uber's Travis Kalanick departing the board. Denise Krisko, President of Vident Investment Advisory (VIA), on active ETFs to be on the rise in 2020. Sri Natarajan, Bloomberg finance reporter, on China's plans to create 'aircraft carrier-sized" rivals to take on Wall Street giants like Goldman. Hosted by Lisa Abramowicz and Paul Sweeney (Carol Massar fills in for Lisa).
DraftKings Going Public As Legalization Fuels Growth
31 perc
1607. rész
Jason Robins, CEO of DraftKings, discusses going public in a sale that the company says will give it a market value of around $3.3 billion. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Boeing ousting CEO Muilenburg over the Max crisis. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses the 5 areas investors should take into account to navigate 2020. Bloomberg Intelligence fanboys Eric Balchunas and Ira Jersey discuss the box office and merchandising prospects for the latest Star Wars franchise film, "Skywalker." Hosted by Lisa Abramowicz and Paul Sweeney.
Apple Eyes Satellites As Way To Beam Data To Devices
30 perc
1606. rész
Shira Ovide, Bloomberg Opinion technology columnist, on Apple exploring satellites to beam data directly to devices. Peter Kenney, Founder of Strategic Board Solutions, on markets and tailwinds. Julia Attwood, Head of Advanced Materials at BloombergNEF, to discuss how the world is facing a trash glut after China ban. James Fallon, Editorial Director of Women's Wear Daily, discusses holiday retail and consumer spending. Hosted by Lisa Abramowicz and Paul Sweeney.
Debt Capital Will Flow Into Cannabis: Canaccord CEO
30 perc
1605. rész
Dan Daviau, CEO of Canaccord Genuity, talks about his outlook for 2020 for markets and beaten down cannabis sector. Vincent Deluard, Global Macro Strategist for INTL FCStone (NASDAQ: INTL), discusses his latest report, "Six Reasons for EM Outperformance in 2020. Max Nisen, Bloomberg Opinion health care columnist, on Obamacare in jeopardy after a federal court struck down the Obamacare individual mandate. Seema Shah, Director Consumer and Retail Trends at Creditntell, with a holiday retail preview. Hosted by Lisa Abramowicz and Paul Sweeney.
The Death Bell Is Tolling For Small Private Colleges
25 perc
1604. rész
Amanda Albright, municipal bond reporter for Bloomberg, on the death bell tolling for private colleges. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the impeachment of President Trump. Satish Jindel, President of SJ Consulting, on Fedex plunging after cutting its profit forecast. Jeff Burger, Senior Portfolio Manager for U.S. Municipal Bond strategies at Mellon Investments, on record flows and 2020 outlook. Hosted by Lisa Abramowicz and Paul Sweeney.
Trump's Bi-Lat Trade Strategy Failed With China Deal
30 perc
1603. rész
Anne Stevenson-Yang, Co-Founder and Research Director at J Capital Research, and a Bloomberg Opinion contributor, on why the China trade deal is full of hot air. Nick Colas, co-Founder of DataTrek Research, discusses the divergence in FAANG stocks and S&P over past 5 years. Marcus Ashworth, Bloomberg Opinion European markets columnist, on the pound sell-off following Boris Johnson's 2020 Brexit pledge. Karen Davies, Managing Director Sponsor Finance Group, Huntington National Bank, with her 2020 M&A forecast.
Tech Poised For 5-7% Year-End Rally: Wedbush's Ives
31 perc
1602. rész
Dan Ives, Equity Analyst at Wedbush Securities, discusses why the China trade deal removes $160 billion dark cloud from tech stocks. Marian Harkin, former member of the European Parliament and of the Irish Parliament, on what Boris Johnson's election means for Brexit and the EU. Lindsey Piegza, Chief Economist at Stifel, on red flags in the U.S. economy. Kit Konolige, Senior Industrials and Utilities Analyst for Bloomberg Intelligence, on PG&E sinking after California rejects restructuring proposal. Hosted by Lisa Abramowicz and Paul Sweeney
Markets Uncertain After Messy China-U.S. Deal Rollout
30 perc
1601. rész
Leland Miller, CEO of China Beige Book International, on what the Chinese are saying about the China trade deal. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on his current investment outlook. Michael Hirtzer, Bloomberg agriculture reporter in Chicago, on how the China trade deal will impact agricultural goods and farmers. Danny Blanchflower, Professor of Economics at Dartmouth, former BOE policy maker and Bloomberg Opinion columnist, on the UK election and economy. Hosted by Lisa Abramowicz and Paul Sweeney.
Dislocation In Credit Spreads Poses Risk For Market: Booth
31 perc
1600. rész
Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and a Bloomberg Opinion contributor, discusses the Fed and risks in consumer credit. Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on the Fed and what he's reading. Shannon O'Neill, Senior Fellow for Latin America Studies at the Council on Foreign Relations, on the USMCA trade deal. Doug Duncan, Chief Economist at Fannie Mae, on home prices and factors behind the shortage of affordable homes.
Silicon Valley Is Listening To Your Intimate Moments0-
30 perc
1599. rész
Austin Carr, Bloomberg technology reporter, discusses how the world’s biggest media companies let temps hear millions of your private, sensitive recordings. Janelle Woodward, head of fixed income for BMO Global Asset Management and portfolio manager of the BMO TCH Core Plus Bond Fund, on their current credit market outlook. Frank Sorrentino, CEO of ConnectOne Bank (Nasdaq:CNOB), on the Fed, the economy and capital investment. Marvin Loh, Global Macro Strategist at State Street, on the Fed and the economy. Hosted by Lisa Abramowicz and Paul Sweeney.
Netflix Must Cut Prices To Compete: Needham's Martin
29 perc
1598. rész
Laura Martin, Senior Analyst at Needham, on why Netflix needs to add a lower-priced service to compete. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, with his market outlook and a preview of the Fed. Christopher Wilson, Deputy Director of the Wilson Center's Mexico Institute, on the USMCA trade deal. Andy Browne, editorial director for Bloomberg New Economy, on China tariffs and the demise of the WTO. Hosted by Lisa Abramowicz and Paul Sweeney.
Justice Roberts Will Avoid Partisanship At All Cost
27 perc
1597. rész
Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, on the impeachment of President Trump, and his testimony to Congress. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on China pushing for more removal of foreign tech. Luca Paolini, Chief Strategist of London-based Pictet Asset Management, on his 2020 market forecast and why EM is the best opportunity. Regina Mayor, Global Energy Head at KPMG, on why she's in a bearish mood on crude. Hosted by Lisa Abramowicz and Paul Sweeney.
Chances Are High That Bullish Cycle Extends: Authers
28 perc
1596. rész
Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, Jason Schenker, President of Prestige Economics and Chairman of the Futurist Institute, and John Authers, Senior Editor for Bloomberg Markets, discuss the jobs report, the economy and oil markets. Shira Ovide, Bloomberg Opinion columnist covering technology, on Facebook in talks for a big NY location, and a look at the astuteness of Mark Zuckerberg. Joshua Otten, CEO of RONIN, discusses how cannabis brands can promote themselves in a strict regulatory landscape. Eric Newcomer, startup reporter for Bloomberg, on Uber's sexual harassment report.
Hosted by Lisa Abramowicz and Paul Sweeney.
Far More Downside Than Upside, Says Natixis' Lafferty
26 perc
1595. rész
David Lafferty, Senior Vice President and Chief Market Strategist at Natixis Investment Managers, discusses current market conditions and his 2020 outlook. Amy Banse, Head of Funds at Comcast Ventures, discusses the venture capital landscape, competition, and current investments. Sarah Green Carmichael, Bloomberg Opinion columnist, on BlackRock’s Mark Wiseman being terminated for failing to disclose a personal relationship. Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, discusses the risk from rising interest rates. Hosted by Lisa Abramowicz and Paul Sweeney. Broadcasting Live from the Natixis Investment Managers headquarters in Boston.
Liquidity Crisis Is Coming To Credit Markets: TCW's Rivelle
28 perc
1594. rész
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why he sees a liquidity crisis coming. Laura Martin, Senior Analyst at Needham, and Mark Bergen, tech reporter for Bloomberg, on the Google founders changing the management structure. Dr. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discusses the OPEC meeting and the Saudi Aramco IPO. LivePerson CEO Rob LoCascio discusses the growth of AI chatbots. Hosted by Lisa Abramowicz and Paul Sweeney.
The Amazon Threat Forces Grocers To Go High-Tech
28 perc
1593. rész
Matt Boyle, U.S. retail reporter for Bloomberg, on how supermarkets are preparing their high-tech battle against the existential threat of Amazon. Christian Magoon, CEO of Amplify ETFs and manager of the Amplify Online Retail ETF (IBUY), on Cyber Monday results. Brendan Murray, Bloomberg trade tsar, on France vowing retaliation over Trump's $2.4 billion tariff threat over a dispute over how Big tech is taxed. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on bond yields and the repo market. Hosted by Lisa Abramowicz and Paul Sweeney.
Revival Of Steel Tariffs May Be A Signal To China
29 perc
1592. rész
Brendan Murray, Bloomberg trade reporter, and Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, discuss Trump reinstating tariffs on steel and aluminum from Argentina and Brazil. Brendan Brown, Senior Fellow at The Hudson Institute, on why monetary pessimism has been a good guide to investment. Sarah Halzack, Bloomberg Opinion retail columnist, on Cyber Monday. Stephen Liberatore, Lead Fixed Income ESG Portfolio Manager at Nuveen, on bond markets, FOMC and rates. Hosted by Lisa Abramowicz and Paul Sweeney.
Eco Data, Black Friday, Venture Capital
25 perc
1591. rész
Dan North, Chief Economist at North America at Euler Hermes, on this morning’s eco data. Sarah Halzack, Bloomberg Opinion retail columnist, will discuss retail sales and preview Black Friday. Mark Hamrick, Senior Economic Analyst for Bankrate, will discuss a Black Friday survey, which forecasts how much money Americans will be spending this holiday season. Matt Miller, CEO of Embroker, will discuss a Venture Capital report on the state of U.S startups.
Economy, UK Election, Home Sales
30 perc
1590. rész
Chris Rupkey, Managing Director & Chief Financial Economist, MUFG Union Bank NA, will discuss the economy, market outlook, and the Fed. Marcus Ashworth, Bloomberg Opinion Columnist, will discuss the latest with the UK election, as polls showed the ruling Conservative party’s lead narrowing into a December election. Jeff Taylor, Co-Founder and Managing Director at Digital Risk, on new/pending home sales. Komal Sri-Kumar, Sri-Kumar Global Strategies President, will discuss the unrest in Hong Kong, along with the latest developments in U.S, China trade negotiations.
Markets, Trade Negotiations, & Uber
26 perc
1589. rész
Drew Matus, Metlife Investment Management Chief Market Strategist, will discuss the markets and economy. Henrietta Treyz, Veda Partners Managing Partner & Director of Economic Policy Research, on U.S, China trade negotiations. Clark Kendall, President and CEO of Kendall Capital, will discuss what's moving the markets, the impact of the Fed moves, and tariffs. Nate Lanxon, Bloomberg European Technology Editor, will discuss Uber losing its London license over concerns for rider safety.
Trade, Fixed Income, Kelley Blue Book
28 perc
1588. rész
Brendan Murray, Bloomberg Trade Tsar, will discuss the latest on the U.S, China trade negotiations. Ken Monaghan, Co-Director of Global High Yield at Amundi Pioneer, will discuss fixed income, primarily high yield. Daniel Skelly, Head of Equity Model Portfolios and Market Strategy at Morgan Stanley Wealth Management, will discuss the state of the markets. Karl Brauer, Kelley Blue Book Executive Publisher, to highlight this year’s Kelley Blue Book.
Stocks Slip from Records; U.S. Consumer Comfort Climbs
26 perc
1587. rész
Danielle DiMartino-Booth, the Founder of Quill Intelligence and a Bloomberg Opinion columnist and Katerina Simonetti, UBS Financial Services Private Wealth Advisor, talk about stocks slipping from record highs. Bart Van Ark, Conference Board’s Chief Economist, discusses consumer confidence and Petco CEO Ron Coughlin about the pet business.
Stocks Slip on Trade Concerns
19 perc
1586. rész
Ben Emons, Managing Director at Medley Global Advisors, and Phil Orlando, Chief Equity Market Strategist at Federated Investors, talk about stocks falling on trade concerns. Michael Alkire, President of Premier Inc., talks about the healthcare industry.
Gol's Lark on Airline Business in Brazil
26 perc
1585. rész
Richard Lark, Chief Financial Officer of Gol Linhas Aereas, talks about the airline business in Brazil. Andrea Olshan, Chief Executive Officer of Olshan Properties, Jennifer McLean, Chief Financial Officer of Kushner Companies and Richard Ruben, Chief Executive Officer of Ruben Companies, talk about the real estate industry from the Berdon 2019 Real Estate Industry Executive Forum.
Stocks Trade Near Record Highs
23 perc
1584. rész
Geoff Yu, UBS Wealth Management Head of UK Investment Office, and Steve Dudash, CEO of IHT Wealth, gives their outlook for stock market. Dan Ives, director of equity research at Wedbush Securities, talks about the technology sector.
Mark Vitner, senior economist at Wells Fargo Securities,
29 perc
1583. rész
Mark Vitner, senior economist at Wells Fargo Securities, talks about trade optimism and retail sales rebounding. David Kotok, Cumberland Advisors Chief Investment Officer, on stocks trading at record highs. Adam Price, CEO of Waitr Holdings, talks about food delivery services. Matt Robinson of BN on WeWorks.
Powell's Testifies and Impeachment Hearings (Podcast)
20 perc
1582. rész
Diane Swonk, Grant Thornton Chief Economist, talks about Federal Reserve Chairman Jerome Powell's Congressional Testimony. Bloomberg News Reporter Alex Harris on the Fed losing its grip on U.S. Interest Rates. Bloomberg News Reporter Ari Natter discusses the Impeachment Hearings. They all speak with Paul Sweeney and Lisa Abramowicz.
Stocks Rise Before Trump Speech
27 perc
1581. rész
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence and Kevin Cummins, economist at Natwest Markets Securities, preview President Donald Trump's speech at the Economic Club of New York. Geetha Ranganathan, US media analyst at Bloomberg Intelligence, talks about Disney's Streaming Service. Stephen Schork, Schork Group President, looks at the oil market with Lisa Abramowicz and Paul Sweeney.
Stocks Fluctuate; Economy Shows Signs of Stabilizing
17 perc
1580. rész
Neil Dutta, Renaissance Macro Head of U.S. Economic Research, talks about the global economy. Sam Stovall, CFRA Chief Investment Strategist, talks about stocks near record highs. They spoke speak with Bloomberg's Paul Sweeney and Lisa Abramowicz.
Stocks Rise to Record, Bonds Fall
13 perc
1579. rész
Patrick Palfrey, equity strategist at Credit Suisse talks about stocks climbing to records. Chris Rupkey, MUFG Union Bank Chief Financial Economist, discusses Treasuries tumbling as trade optimism fuels demand for risk assets.
Stocks Jump after October Jobs Report
20 perc
1578. rész
Global Payments Chief Executive Officer Jeff Sloan talks the company's profit topping estimates. Steve Blitz, Chief U.S. Economist at TS Lombard, reacts to the October Jobs report. Tim Fiore, chairman of the ISM's Manufacturing Business Survey Committee, talks about a gauge of U.S. manufacturing trailing estimates for October.
Stocks Drop on Trade Concerns; Fed Cuts Rates
26 perc
1577. rész
Tony Rodriguez, chief fixed income strategist at Nuveen reacts to the Fed's interest rate cut. Kristina Hooper, chief global strategist at Invesco, talks about today's stock drop on trade concerns. Mark Stoeckle, chief executive officer and senior portfolio manager at Adams Funds, discusses the merits of long-term investing.
Beyond Meat CEO on Earnings, Competition & Costs
8 perc
1576. rész
Lisa Abramowicz and Paul Sweeney talk to Ethan Brown, President and founder of Beyond Meat Inc. Several analysts cut their price targets following earnings that raised questions about rising competition, slowing growth and higher operational costs. Results were also partially overshadowed by Tuesday’s expiration of a shareholder lockup. Under the arrangement, about 75% of shares outstanding become eligible for sale today.
Stocks at Record; Consumer Confidence Drops to Four-Month Low
15 perc
1575. rész
Nela Richardson, investment strategist at Edward Jones, talks about the stock market at record highs. Lynn Franco, director of economic indicators at the Conference Board, on U.S. consumer confidence unexpectedly falling to a four-month low. Ted Smith, President of Union Square Advisors on the IPO market.
Microsoft Rises to Record; Tiffany Rallies on Takeover Talks
24 perc
1574. rész
Bloomberg News Luxury Reporter Kim Bhasin on Louis Vuitton Owner Offering $14.5 Billion for Tiffany. Bloomberg Intelligence Analyst James Bach on Microsoft Winning big Pentagon Contract. R.J. Gallo talks about the fixed income markets. Michael Bollinger, Head of Emerging Markets Asset Allocation at UBS Global Wealth Management talks about the Presidential Elections in Argentina.
Amazon, Real Estate, & Tech Sector
28 perc
1573. rész
Alex Webb, Bloomberg Opinion Technology Columnist, will discuss Amazon’s disappointing third quarter earnings. Yoav Sharon, Portfolio Manager, Driehaus Capital Management, will discuss macro market moves and how to deal with volatility. Melissa Reagen, Head of Research, Americas, at Nuveen Real Estate, will discuss her team’s recently published Q4 outlook, where they discuss why real estate is an attractive alternative to avoid market volatility for the remainder of 2019. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, on 3Q Tech sector results.
Global Business, Technology, Twitter & Amazon
29 perc
1572. rész
Broadcasting Live in NY @ Withum’s 7th Annual Global Summit. Jason Mariarathanam, Senior Consultant at HLB Van Daal, and a panelist at today’s Summit, on the effects technology has on global business, and where they think it is heading in the future. Michael Kaminsky, COO for HMTX Industries, will discuss his perspective on where the movement of goods around the world is going, and how we can optimize the delivery of goods and services, the workplace experience, and operational efficiency. Tom Angell, Practice Leader of Withum’s Financial Services Group, will discuss the current financial environment we are in, and where they see the future of finance heading. Jitendra Waral, Senior Internet Analyst for Bloomberg Intelligence, on tech earnings for Twitter and Amazon.
Markets, Cannabis Industry, Yelp Survey
26 perc
1571. rész
Greg Hahn, Chief Investment Officer for Winthrop Capital Management, on market outlook and investing. Alison Williams, Bloomberg Intelligence Senior Financial Analyst, on UBS earnings. Jeremy Jacobs, Co-Founder and Chairman of Enlighten, and Colby McKenzie, Co-Founder of Enlighten, will discuss trends within the marketing space, and how they translate to the cannabis space. Carl Bialik, Yelp's Data Science Editor, on key findings from Q3 Yelp Economic Average survey.
Brexit, Trade, Consumer Tech
26 perc
1570. rész
Mario Tadeo, Bloomberg News EMEA Reporter, will discuss the latest on Brexit. Troy Gayeski, Co-Chief Investment Officer at Skybridge, will discuss the current developments in the China trade war and its impact on markets. Max Nisen, Bloomberg Healthcare Columnist, will discuss news that the three largest U.S. drug distributors and a major generic-drug manufacturer, have agreed to pay more than $250 million to settle the first federal trial over the companies’ role in fueling the U.S. opioid epidemic. Derek Forbes, CEO of Stardust, on how interactive consumer tech allows businesses to develop a deeper understanding of their customers.
Brexit, Morgan Stanley, & Trump Under Fire
24 perc
1569. rész
Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, will discuss EU and UK reaching an agreement on Brexit. Alison Williams, Bloomberg Intelligence Senior Financial Analyst, on Morgan Stanley earnings. WEX CEO Melissa Smith, will discuss WEX’s healthcare division and how health savings accounts can be leveraged as broader personal finance tools. Steven Dennis, Bloomberg News Congressional reporter, will discuss President Trump coming under fire from allies as GOP blasts Syria reversal.
Global Markets, Fixed Income, Rebuilding Puerto Rico
29 perc
1568. rész
Luois Lau, Brandes Investment Partners portfolio manager, on political turmoil impacting the global markets. Josh Jalinski, Jalinski Advisory Group President, on his new book "Retirement Reality Check." The Honorable Rod Phillips, Finance Minister for the government of Ontario, on Canadian Fixed income. Ricardo Alvarez-Diaz, Alvarez-Diaz & Villalon CEO, on rebuilding and investing in Puerto Rico. Hosted by Paul Sweeney and Lisa Abramowicz.
Bank Earnings, Flexible Investing and ESG
26 perc
1567. rész
Oil Infrastructure, Space and Climate Change
29 perc
1566. rész
Seth Grae, Lightbridge Corp. President and CEO, discusses the vulnerability of worldwide oil infrastructure. Steve Dudash, IHT Wealth CEO, explains why he thinks the economy is healthy. Andrew Chanin, ProcureAM CEO, details why now is a good time to invest in Space. Rich Lesser, Boston Consulting Group CEO, on how climate change impacts investing strategy. Hosted by Paul Sweeney and Lisa Abramowicz.
Global outlook, Iran Oil Tanker Attack, Market Volatility
28 perc
1565. rész
Bart Van Ark, Conference Board's Chief Economist, will discuss the Conference Board’s Global Outlook for 2020. Will Kennedy, Bloomberg News Managing Editor for Energy and Commodities, will discuss today's news on an Iran oil tanker being hit by missiles in the Red Sea. Frank Holmes, CEO and CIO of U.S. Global Investors, will discuss how gold prices are reacting to U.S, China trade war, and other geopolitical tensions. Anwiti Bahuguna, Senior Portfolio Manager and Head of Multi-Asset Strategy at Columbia Threadneedle Investments, on outlook for the markets and economy amid ongoing uncertainty and volatility.
U.S-China Trade, Amazon, Future of Open Source
27 perc
1564. rész
Leland Miller, Chief Executive Officer China Beige Book International, will discuss U.S, China trade negotiations. BLOOMBERG OPINION: Shira Ovide, Bloomberg Opinion technology columnist, will discuss the latest on news Amazon is employing people to watch cloud cam home security footage. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on the U.S-China trade negotiations. Melissa Di Donato, CEO of SUSE, will discuss predictions for the future of the open source industry, Consolidation, and more M&A’s to come following IBM’s big purchase in 2019.
FOMC Minutes, Turkey & Syria, Markets
28 perc
1563. rész
Phil Blancato CEO of LTAM, will discuss FOMC minutes and previews fed. Kit Konolige, Senior Analyst, U.S Electric Utilities for Bloomberg Intelligence, will discuss news that PG&E is cutting power to nearly half a million people in California. Ali Cinar, President of the Turkish Heritage Organization, will discuss news of Turkish troops crossing into Syria, and what this means for both countries. Noah Gottdiener, Chairman and CEO at Duff & Phelps, on why private markets are poised to outperform public markets, along with the valuation issues facing companies when going public.
China, Economy, Vivo Suspends Partnership with NBA
27 perc
1562. rész
Brendan Murray, Bloomberg Trade Tsar, will discuss how the Trump administration is moving ahead with discussions around possible restrictions on capital flows into China. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, will discuss which fed releases will move treasury yields. Eddy Vataru, Lead Portfolio Manager of Osterweis Total Return Fund, to discuss the economy Fed, and the impact of the yield curve and negative interest rates globally. Eben Novy Williams, Bloomberg Sports Reporter, will discuss mobile phone maker Vivo suspending partnership with NBA, and how a single swiftly deleted tweet has put time and money in jeopardy
GE, Trump Tax Fight, Fashion Industry
29 perc
1561. rész
Joel Levington, Senior credit analyst for Bloomberg Intelligence, will discuss recent news on General Electric saying it would freeze pension benefits for about 20,000 employees.Hugh Johnson, Chairman and CIO of Hugh Johnson Advisers, on outlook for U.S markets, investing, and the economy. Bob Van Voris, Bloomberg Legal Reporter, will discuss a federal appeals court granting President Donald Trump a last-minute reprieve in his effort to block a New York subpoena for his tax records. Ken Natori, President of the Natori Company, will discuss the state of the fashion industry.
September Jobs Report, Health Care, and Trade
27 perc
1560. rész
Tom Gimbel, Founder and CEO of LaSalle Network, discusses the September payroll report and the relationship between low unemployment and wage figures. Doug Cohen, Managing Director at Athena Capital Advisors, discusses the September labor report, the outlook for Fed rate cuts, and US-China trade. Max Nisen, Bloomberg Opinion Biotech, Pharma and Health Care Columnist, discusses the Trump Administration’s executive order aimed at steering more seniors into privately managed Medicare Advantage plans instead of traditional Medicare. Becky Frankiewicz, President of Manpower Group Inc, discusses the jobs report and the retail sector, where it’s become increasingly challenging to find holiday workers.
ISM Non-Manufacturing Data, Markets, Argentina Debt
25 perc
1559. rész
Bloomberg Economics Senior U.S. Economist Yelena Shulyatyeva, will discuss today’s ISM non-manufacturing data and preview Friday’s payrolls report. George Young, portfolio manager of the Villere Balanced Fund, will discuss managing risk, what's ahead for the remainder of 2019, and investment strategy. Damian Sassower, Chief Emerging Markets Credit Strategist, will discuss his column on Argentina’s debt stock, and the latest emerging markets news. Apex Clearing CEO Bill Capuzzi, on why the industry is shifting towards going commission free and the market’s response since the recent Charles Schwab news.
ADP Report, Economy, Markets, Cannabis
26 perc
1558. rész
Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on U.S ADP Employment Report, markets, and economic outlook. Therese Raphael, Bloomberg Opinion Editor, will discuss UK Prime Minister Boris Johnson’s speech today and the possibility of a no-deal Brexit. Compass Diversified Holdings CEO Elias Sabo, will discuss impact of the trade war on CODI’s business, and expectations for consumer spending. Mark Zeukilin, New CEO of Canopy Growth Corporation, the world's largest cannabis company, to discuss cannabis regulation and the vaping epidemic.
Charles Schwab, Manufacturing Data, IPO Market
23 perc
1557. rész
David Ritter, BI Senior Industrial Analyst, will discuss today’s news that Charles Schwab is eliminating commissions for stocks, ETFs and options listed on U.S. or Canadian exchanges. Timothy Fiore Chairman of the Manufacturing Business Survey at the Institute for Supply Management, on ISM Manufacturing data. Jackie Kelley, Americas IPO Leader at EY, will discuss the current IPO market, how Q3 was in terms of IPO activity, and outlook moving forward. Rob Lynch, Papa John’s CEO, will join to discuss ringing the opening bell at Nasdaq, taking the helm, and his outlook.
WeWork Withdraws IPO, Repo Strains, AI in Hiring
25 perc
1556. rész
Sonali Basak, Bloomberg Investment Reporter, will discuss WeWork withdrawing the prospectus for its postponed IPO. Brian Chappatta, Bloomberg Opinion debt columnist, will discuss his column on Investment-grade companies shaking off repo strains, while IPO flops to borrow more than ever. Jeff Powell, Managing Partner at Polaris Greystone Financial Group, will discuss market outlook and potential impact of Trump impeachment inquiry. Eyal Grayevsky, CEO & Co-Founder of Mya Systems on the emergence of AI in the hiring and recruiting process.
Whistle-Blower Complaint, Climate Change, & Bond Market
30 perc
1555. rész
Carin Pai, Head of Equities, Fiduciary Trust Company International, with markets commentary, and how equity performance is reflecting views on trade policy and interest rates. Noah Feldman, Professor at Harvard Law and Bloomberg Opinion columnist, will discuss his column on why the whistle-blower complaint against President Trump shows impeachable crimes. Regina Mayor, Global Sector Head for Energy and Natural Resources at KPMG, discusses the results of KPMG’s 2019 CEO Outlook-- climate change was top of mind for the first time in history. Michael Temple, Director of Corporate Credit Research: US at Amundi Pioneer, on the “yield black hole” in the global bond market, distressed debt, monetary stimulus.
Ukraine Call Summary, Impeachment Inquiry, & GBF
29 perc
1554. rész
Alex Wayne, Bloomberg News White House Team Leader, will discuss President Trump releasing a rough transcript of call with Ukraine. Justin Sink, Bloomberg News White House Reporter, will discuss Nancy Pelosi launching a formal impeachment inquiry of Donald Trump. Dilhan Pillay, new CEO of Temasek International, on his new role and current investment outlook. Shira Ovide, Bloomberg Opinion technology columnist, on latest WeWork news and CEO Adam Neumann stepping down. Hosted by Paul Sweeney and Lisa Abramowicz.
Trump's UN Speech, Boris Johnson, & Climate Change
24 perc
1553. rész
Saleha Mohsin, Bloomberg News U.S. Treasury Reporter, will recap President Trump’s UN address. Seventh Generation CEO Joey Bergstein discusses their effort to address global climate change and the growth outlook for environmentally safe products. Edward Evans, Bloomberg News Europe Columnist, Will discuss today's ruling that Boris Johnson's suspension is unlawful. Kendrick Nguyen, CEO and co-founder of Republic, on start-up investing and IPOs, equity crowdfunding, and developing a protocol for cryptocurrency offerings.
WeWork CEO May Be Fall Guy For Investor Misvaluation
31 perc
1552. rész
Shira Ovide, Bloomberg Opinion technology columnist, on SoftBank pressuring WeWork CEO Adam Neumann to step down as its IPO falters. John Authers, Senior Editor for Bloomberg Markets, and Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, discuss how the Fed has handled the repo ruckus, as well as Bill Dudley's recent controversial op-ed. Corlis Murray, SVP and Head of Engineering at Abbott, discusses creating a blueprint for high school internship programs that helps expose girls to STEM fields. Richard Weiss, Bloomberg reporter in Frankfurt, on the U.K. government deploying the “largest repatriation in peacetime history” to bring home tourists stranded by the collapse of tour operator Thomas Cook. Hosted by Lisa Abramowicz and Paul Sweeney.
China Trade Ceasefire Expected Soon, Punting To 2020
30 perc
1551. rész
Michael McDonough, Chief Economist for Financial Products at Bloomberg LP, on why he expects an interim, cosmetic trade deal with China. Harold Edwards, CEO of Limoneira (Nasdaq: LMNR), on the global growth of lemon and avocado consumption, and managing the trade war. Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on how the Fed can enact policy to mitigate repo market squeezes. Eric Roston, sustainability editor for Bloomberg, on the global climate rally, and Amazon revealing its carbon footprint. Hosted by Lisa Abramowicz and Paul Sweeney.
Fed Injects Cash for Third Day as Calm Returns
21 perc
1550. rész
Tom Kennedy, Global Head of Macro & Fixed Income Strategy at J.P. Morgan Private Bank, discusses the Fed injecting cash for a third day and the latest interest rate cut. Bob Ryan, Chief Strategist, Commodity & Energy Strategy for BCA Research, talks about the oil market. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at the Conference Board, on the August U.S. Leading Economic Index.
Wishes For Big Rate Cuts Foiled By Strong Consumer
29 perc
1549. rész
Bob Burgess, Bloomberg Opinion editor, on his column, "Markets Have Three Wishes. One May Come True." Melissa Reagen, Head of U.S. Research at Nuveen Real Estate, discusses the latest market trends in real estate, in light of the current uncertain economic environment. Hugh Nickola, Principal and Head of Fixed Income at Gentrust, and Alex Harris, Bloomberg bond reporter, on the Fed injecting more liquidity into the money markets. Tracey Davies, President of Money 20/20, to discuss her outlook for millennial women in finance and the Rise Up accelerator program. Hosted by Lisa Abramowicz and Paul Sweeney.
New York Fed Conducts Repo Operation; Oil Plunges
22 perc
1548. rész
Bloomberg Intelligence U.S. Rates Strategist Ira Jersey on the New York Fed conducting its first overnight system repurchase agreement in a decade. Doug Duncan, Fannie Mae Senior Vice President and Chief Economist on the housing market. Ellen Wald, Atlantic Council Global Energy Center Non-Resident Senior Fellow on oil plunging on a report Saudis may soon resume 70% of lost output.
Good Time To Sell Oil Into Rally: Cantor's Cecchini
28 perc
1547. rész
Peter Cecchini, Cantor Fitzgerald Global Chief Market Strategist, on the oil markets and signs of pure froth emerging in credit markets. David Welch, Bloomberg's Detroit Bureau Chief, on the GM worker strike. John Kilduff, Founding Partner of Again Capital, on oil surging to $71 a barrel after a strike on a Saudi Arabian oil facility. Wolfgang Koester, Senior Strategy Officer at Kyriba, on the winners and losers in the US-China currency war. Hosted by Lisa Abramowicz and Paul Sweeney.
Retail Sales Optimism & Central Bank Stimulus
23 perc
1546. rész
Retail Sales Optimism & Central Bank Stimulus (Podcast)Constance Hunter, Chief Economist at KPMG, on retail sales and how the Fed could react to the ECB and Draghi's QE. Kelly Steckleberg, CFO of Zoom, on Q2 earnings, and HSBC's commitment. Mark Mader, CEO of Smartsheet, on the company's growth and trends in the workspace segment, as well as recent IPOs like Slack, Zoom and upcoming WeWork. Hosted by Lisa Abramowicz and Paul Sweeney.
Slow-Walking Regulation On Vaping Is Being Challenged
31 perc
1545. rész
Max Nisen, Bloomberg Opinion health care columnist, on the need for aggressive FDA regulation and oversight of e-cigarettes. Kit Juckes, Global Fixed Income Strategist for Societe Generale, on the ECB rate decision and why QE isn't the answer for growth. Mike Massaro, CEO of Flywire, on the massive shift undergoing the payments industry. Harvard Business School Professor and former investment banker Vikram Gandhi on impact and sustainable investing. Hosted by Lisa Abramowicz and Paul Sweeney.
Bond Selloff Leading the Rotation on Equity Front
35 perc
1544. rész
Anwiti Bahuguna, Senior Portfolio Manager and Head of Multi-Asset Strategy for Columbia Threadneedle Investments, on the current investment outlook and the US-China trade saga, Ken Fisher, Founder and Executive Chairman of Fisher Investments, on the shift from momentum to value stocks, Sarah Sayed, Bloomberg News Reporter, on Hong Kong Exchanges unexpected bid for the London Stock Exchange, and Michael Tannenbaum, CFO of Brex, on the challenges Fintech startups face as they scale. Hosted by Lisa Abramowicz and Paul Sweeney.
The 'Liquification' of Private Markets Is Underway
28 perc
1543. rész
Christopher Wolfe, Chief Investment Officer for First Republic Private Wealth Management, on his current investment outlook and private markets. John Butler, Senior Telecom Services & Equipment Analyst at Bloomberg Intelligence, on AT&T's outlook. Sakhila Mirza, senior director of the London Bullion Market Association, discusses gold and developments in the global precious metals markets. Rich Miller, Bloomberg economics reporter, on how the richest could lose billions under Elizabeth Warrant's tax proposal. Hosted by Lisa Abramowicz and Paul Sweeney.
FDIC Walks Fine Line Between Regulation and Innovation
28 perc
1542. rész
Jelena McWilliams, Chairman of the FDIC, on the evolution of fintech and the role of regulators. Brad Levy, Global Head of Loans and CEO of MarkitSERV/IHS Markit, on the financial system of the future, and why we haven't seen a real credit event in the loan market. Dr. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on why regulators should be wary of Saudi Aramco tapping the Kingdom's richest to be anchor investors for its IPO. Nadine Chakar, Head of Global Markets at State Street, on the role of human versus machine in this transformative time of technology. Broadcasting live from the Federal Reserve Bank of Boston for the opening day of Boston FinTech Week 2019, powered by FinTech Sandbox. Hosted by Lisa Abramowicz and Paul Sweeney.
Jobs Report Reaction & Tech in Wind Turbines
32 perc
1541. rész
Vincent Cignarella, Global Macro Strategist for Bloomberg & Carl Riccadonna, Bloomberg Economics Chief U.S. Economist, on the jobs report. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, on jobs data and the economy. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the jobs report, credit markets, negative yields, and his current investment strategy. Daniel McGahn, CEO of American Superconductor, discusses their technology in wind turbines and high capacity wires, used from protecting Navy ships to power grids.
Brexit, U.S-China Trade, AutoNation CEO
32 perc
1540. rész
Therese Raphael, Bloomberg Opinion Editor, will discuss the latest Brexit news, and how Boris Johnson’s brother quit the government in protest at his Brexit strategy. Shawn Donnan, Bloomberg News Senior Trade Reporter, will discuss the latest in U.S, China trade talks. Stephen Schork, President of the Schork Group and Editor of The Schork Report, on oil and gas markets. Cheryl Miller, AutoNation’s CEO and President, on the auto industry and the loan landscape.
Boris Johnson, AI, Fed
31 perc
1539. rész
John Authers, Senior Editor for Bloomberg Markets, will discuss why U.K. Prime Minister Boris Johnson’s Brexit strategy is in tatters after UK government loses majority in parliament. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on markets and current investment outlook. Chris Condon, Federal Reserve Reporter, will discuss what’s a busy day for Fed speakers, and also why Boston Fed President Eric Rosengren is unconvinced the central bank needs to cut interest rates at this month's Fed meeting. William Quigley, CEO of the WAX (Worldwide Asset eXchange) and co-founder of Tether, discusses issues surrounding Facebook's Libra and why blockchain apps aren't being adopted.
Brexit, Markets, China Tariffs (Podcast)
29 perc
1538. rész
Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, discusses her column on Brexit and the latest on overnight volatility with the pound, and parliament reassembling after the summer break. Tom Stringfellow, CIO at Frost Investment Advisors, on markets and investment strategy. Jason Schenker, President of Prestige Economics and a Bloomberg Opinion columnist, on oil markets and what's driving the economy. Leland Miller, CEO of China Beige Book International, on the import tariffs on China goods launching this past weekend. Hosted by Lisa Abramowicz and Paul Sweeney.
100-Year Bonds Could Alter How Rate Risk Is Traded
32 perc
1537. rész
Marcus Ashworth, Bloomberg Opinion columnist covering European markets, on why 100-year bonds could significantly alter how interest-rate risk is traded. Deepak Puri, Americas CIO at Deutsche Bank Wealth Management, discusses why equities still have legs. Harvey Manes, author of Collecting Art For Pleasure And Profit and Board member at the Nassau County Museum of Art (NCMA), on why it's time to diversify your portfolio by investing in art. Matthew Palazola, Senior Insurance Industry Analyst for Bloomberg Intelligence, and Brian Sullivan, Bloomberg Energy and Commodities Reporter, on insurers bracing for Hurricane Dorian. Hosted by Lisa Abramowicz and Paul Sweeney.
How Popeye's Chicken Sandwich Harnessed Social Media
30 perc
1536. rész
Michael Halen, Senior Restaurant Analyst for Bloomberg Intelligence, on the Popeye's chicken sandwich phenomenon. Scott Flanders, CEO of eHealth, on trends in health care insurance and what’s driving growth. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on how the trade war is killing capital investment. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on China's response to Trump that it wouldn’t immediately retaliate on tariffs. Hosted by Lisa Abramowicz and Paul Sweeney.
China's Structural Decline Will Drive Down Steel Price
26 perc
1535. rész
Gordon Johnson, Managing Director at Vertical Group, on US steel markets and pending impacts from Trump's trade war: more pain ahead. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on his current investment outlook and whether a recession is coming. Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund, on how assets are reacting to Boris Johnson's Parliament gambit and Italy elections. Drew Singer, Bloomberg IPO reporter, on Peloton's IPO filing. Hosted by Lisa Abramowicz and Paul Sweeney.
Tobacco Giants Philip Morris, Altria To Reunite
27 perc
1534. rész
Tara Lachapelle, Bloomberg Opinion deals and media columnist, on Philip Morris in talks to merge with Altria. Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses his Summer Intelligence report. Brendan Ahern, Chief Investment Officer at KraneShares, discuss the latest salvo in the China trade war and how China assets are reacting. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on emerging markets, including Argentina and Brazil. Hosted by Lisa Abramowicz and Paul Sweeney
Trade War Takes Center Stage at G7
23 perc
1533. rész
Nathan Sheets, Chief Economist for PGIM Fixed Income, discusses the U.S., China trade war. He says the tensions have escalated another notch, and a near-term de-escalation does not seem likely. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, discusses how the trade war is impacting the markets and economy. He says he took his allocation down after ‘toxic sentiment’ in the markets.
Hosts: Lisa Abramowicz and Paul Sweeney. Producer: Paul Brennan
Criticism From All Sides, As Fed Signals More Cuts
27 perc
1532. rész
Jackson Hole/Fed roundtable with Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors and Former Director of Research at the Atlanta Fed, along with Bloomberg's Matt Boesler, Fed reporter, Kathleen Hays, global politics and policy editor, and Dave Wilson, stocks editor. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on China's retaliatory tariffs, and the difficulty that manufacturers are facing in shifting away from China. Hosted by Lisa Abramowicz and Paul Sweeney.
U.S. Pork Producers Are Forced Out of China-Led Rally
29 perc
1531. rész
Christine McCracken, Animal Protein Analyst at Rabobank, discusses what’s happening with U.S. pork producers. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters in Business on Bloomberg Radio, discusses the #TrumpRecession and stakeholder capitalism. Anurag Rana, Senior Analyst of Software & IT Services for Bloomberg Intelligence, on why Salesforce is a good place to hide in a downturn. Bart van Ark, Conference Board’s Chief Economist, on the July Leading Index and what it's saying about the U.S. economy. Hosted by Lisa Abramowicz and Paul Sweeney.
Need-Based Retail Prevails Over Want-Based: Telsey
30 perc
1530. rész
Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, on Target and Lowes earnings, and the retail landscape. Morten Buttler, political reporter for Bloomberg in Copenhagen, on President Trump cancelling his state visit with Denmark because he couldn't buy Greenland. Brian Stafford, CEO of Diligent and co-author of "Corporate Governance in the Digital Age," on Jamie Dimon and other CEOs rejecting the long-held view that shareholders’ interests should come first. Marcus Ashworth, Bloomberg Opinion columnist covering European markets, on how the world's first 30-year zero interest bond flopped in Germany. Hosted by Lisa Abramowicz and Paul Sweeney.
Preparing For Negative Interest rates: Fiduciary CIO
28 perc
1529. rész
Hans Olsen, CIO of Fiduciary Trust, on finding value in global assets. Joe Cavatoni, Managing Director, World Gold Council U.S., on the key drivers affecting global gold demand and markets. Vishal Garg, Founder and CEO of Better.com, on their recent round of funding, and disrupting the mortgage industry for millennials. Laura Davison, Congressional Tax Reporter for Bloomberg, on Google and Facebook uniting with Trump to protest the French tech tax. Hosted by Lisa Abramowicz and Paul Sweeney (Alix Steel filling in for Lisa Abramowicz).
Long Bond Positions Are Ripe For A Reversal: Authers (Podcast)
31 perc
1528. rész
John Authers, Senior Editor for Bloomberg Markets, on why bond proxies aren't as safe as they appear. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on Deere earnings and why GE left itself open to Markopolos' critique. Brad Loncar, CEO of Loncar Investments, on why investors should be looking at China biotech. David Katz, President and CIO of Matrix Asset Advisors, on why he's buying the dip. Hosted by Lisa Abramowicz and Paul Sweeney.
Algo Trading Could Amplify A Correction To 10 to 15%
19 perc
1527. rész
Matt Maley, Chief Market Strategist at Miller Tabak & Co., on how trade issue uncertainty will continue to plague markets. Burt Flickinger, Managing Director at Strategic Resource Group, on Walmart and JC Penney earnings. Jason Miner, Senior Global Chemicals Analyst for Bloomberg Intelligence, on Syngenta said to prepare listing for the world's biggest chemicals IPO. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on China's nationalist focus and how the situation in Hong Kong is five years in the making. Hosted by Lisa Abramowicz and Paul Sweeney.
Apparel Industry Issues Dire Warning: Prices Going Up
30 perc
1526. rész
Rick Helfenbein, president and CEO of the American Apparel & Footwear Association, discusses why the Trump's administration tariff delay won't mitigate its destructive impact. Axel Merk, President and Chief Investment Officer of Merk Investments, on how President Trump is inducing an economic slowdown. Ellen Huet, Startups reporter for Bloomberg, and Jeff Langbaum, Senior REIT/CRE Equity Analyst for Bloomberg Intelligence, on the WeWork IPO and whether it deserves a tech valuation. Bob Sutor, Vice IBM Q Strategy & Ecosystem, on building public and commercial universal quantum systems for business and science applications. Hosted by Lisa Abramowicz and Paul Sweeney.
Argentina Bonds Become Attractive At 40 Cents: Greer
27 perc
1525. rész
Paul Greer, Portfolio Manager, Emerging Markets & FX at Fidelity International, on the short-term risk of emerging market contagion. Grady Burkett, portfolio manager at Diamond Hill Capital Management, on finding value in global markets, and why he’s overweight the U.K. Max Nisen, Bloomberg Opinion health care columnist, on why Trump's plan to import cheap Canadian drugs can't happen without Big Pharma. Michelle Seitz, Chairman and Chief Executive Officer of Russell Investments, on industry trends in asset management and the survival of the fittest. Hosted by Lisa Abramowicz and Paul Sweeney.
Things Are Really Bad Today In Argentina: BI's Sassower
28 perc
1524. rész
Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina assets reacting to President Macri's unexpected election loss. Leland Miller, CEO of China Beige Book International, on China's long-term economic problem. Chris Dolmetsch, Bloomberg legal reporter, on identifying what’s in Jeff Epstein's estate and who can claim his assets. Dr. Ellen Wald, President of Transversal Consulting and A Bloomberg Opinion contributor, on Saudi Aramco's investor call. Hosted by Lisa Abramowicz and Paul Sweeney.
Market Will Live And Die On China Trade Deal: Colas
29 perc
1523. rész
Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, and Jenny Leonard, Bloomberg trade reporter, on Trump digging his heels in on the trade war and impact to markets. Therese Raphael, European economics and politics editor for Bloomberg Opinion, on Boris Johnson and Brexit, the contracting UK economy, and uncertainty in Italy. Scott Kimball, portfolio manager of the BMO TCH Core Plus Bond Fund (MCBIX), on the Fed's "mistake," and current investment strategy. Wendi Whitmore, Global Partner & Director, IBM X-Force Threat Intelligence, on cyber threats and breaches. Hosted by Lisa Abramowicz and Paul Sweeney.
More Fed Rate Cuts Will Help EM Assets: Eric Stein
31 perc
1522. rész
Eric Stein, Portfolio Manager and Co-Director of Global Fixed Income at Eaton Vance, on global growth fears, negative yields, and EM debt. Logan Mohtashami, Senior Loan Officer at AMC Lending Group, on the housing market and the jump in refinancings. Craig Giammona, consumer reporter for Bloomberg, on Kraft-Heinz plummeting. Dan Wasiolek, Senior Equity Analyst at Morningstar, discusses how the U.S. tourism industry is being impacted, after several countries- including Japan- have issued travel warnings. Hosted by Lisa Abramowicz and Paul Sweeney.
Disney Poised To Explode At End Of Year: Porter Bibb
27 perc
1521. rész
Porter Bibb, Managing Partner for MediaTech Capital Partners, on Disney's strategy taking hold, despite weak results this quarter. Jim Bianco, President and Founder of Bianco Research, on Fed and markets converging the global economy. Tom Orlik, Chief Economist for Bloomberg Economics, on Asia Pacific banks delivering surprise interest-rate decisions, and what this could mean for the Fed. Satish Jindel, President of SJ Consulting, and Thomas Black, transportation reporter for Bloomberg, on Fedex reducing its independence on Amazon. Hosted by Lisa Abramowicz and Paul Sweeney.
Discovery's Multi-Platform Distribution Is Paying Off
26 perc
1520. rész
Gunnar Wiedenfels, CFO of Discovery Communications, on earnings and their wide distribution strategy. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on where to invest in EM, as the trade war slams markets. Paul Gait, Senior Research Analyst, European Metals & Mining, on how macro factors are causing the metals rout. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on why only trade certainty can help the 10-yr Treasury yield revisit 2%. Hosted by Lisa Abramowicz and Paul Sweeney.
China Saber-Rattling Likely, As Trade Tensions Escalate
31 perc
1519. rész
Matt Gertken, Geopolitical Strategist at BCA Research, discusses the conflict between the US and China. Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses why the yuan drop is due to market forces, not manipulation. Ben Breitholtz, Data Scientist for Arbor Data Science, discusses how Trumpian uncertainty has become a real problem and a new leading indicator. Frank Wilkinson, Bloomberg Opinion editor, and Anna Edgerton, Bloomberg Congressional reporter, on the Trump Administration and Congressional reaction to the mass shootings. Hosted by Lisa Abramowicz and Paul Sweeney.
China's Next Move In Trade War? Target U.S. Companies (Podcast)
27 perc
1518. rész
Andy Browne, Editorial Director: Bloomberg New Economy, on Trump's new round of China tariffs, and what to expect in terms of retaliation. John Kilduff, Founding Partner of Again Capital, on oil markets plunging on new China tariffs. Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the Fed, yield curve, and the economy. Becky Frankiewicz, president of ManpowerGroup North America, discusses the "pitch perfect" jobs report and hiring landscape. Hosted by Lisa Abramowicz and Paul Sweeney.
Fed 'Takes Back' Last Year's Hike: Invesco's Hooper
30 perc
1517. rész
Kristina Hooper, Chief Global Market Strategist at Invesco, on the Fed "taking back" last year's fourth rate hike. Harley Finkelstein, COO of Shopify, on the company's strong earnings, and why direct-to-consumer is the future of retail. Andrew Feltus, Amundi Pioneer Co-Director of High Yield, on the Fed decision on the high-yield bond market. Hugh Bromley, solar market analyst for Bloomberg New Energy Finance, on the solar market and whether U.S. solar is now in an upswing. Hosted by Lisa Abramowicz and Paul Sweeney.
The Compelling Case For Front-Loading A 50bp Rate Cut
31 perc
1516. rész
Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the case for a 50 bps Fed cut. Laura Martin, Senior Entertainment analyst at Needham & Co. on Apple and upcoming media earnings. Craig Trudell, U.S. Autos Team Leader for Bloomberg, on auto earnings and Musk testing the SEC with a new tweet on production. Stacey Hunter-Harrington, the owner of QUO Active, on the athletic underwear market. Hosted by Lisa Abramowicz and Paul Sweeney.
Federal Reserve Meets; Apple to Post Earnings
27 perc
1515. rész
Bloomberg Intelligence U.S. Rates Strategist Ira Jersey looks ahead to Fed decision. Bloomberg Opinion Columnist Shira Ovide previews Apple earnings. The Conference Board’s Lynn Franco on consumer confidence rising in July. Miller Tabak equity strategist Matt Maley on stock market near record highs
Pound Sinks As Market Comes To Grips With Hard Brexit
27 perc
1514. rész
Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses the pound sinking on hard Brexit fears, and the dollar ahead of the Fed decision. Dan Ives, Managing Director and Equity Analyst covering the Technology sector at Wedbush Securities, on tech earnings and what to expect from Apple. Max Nisen, Bloomberg Opinion health care columnist, on why the Pfizer-Mylan combo solves two problems with one deal. Terrell Gates, CEO of Virtus Real Estate Capital, an Austin-based private equity firm, on which commercial real estate investments are more immune to downturns. Hosted by Lisa Abramowicz and Paul Sweeney (Alix Steel filling in for Lisa Abramowicz.)
Markets May Be Undervaluing Potential Benefit To DISH (Podcast)
32 perc
1513. rész
Nabila Ahmed, Bloomberg Deals reporter, and Jennifer Rie, Senior Litigation analyst for Bloomberg Intelligence, discuss T-Mobile winning approval to acquire Sprint. Donny White, CEO and Founder of Satisfi Labs, on how AI is being used in stadiums and on Broadway. Scott Wren, Senior Global Equity Strategist for Wells Fargo Investment Institute, on why it’s a "show-me" market going forward. Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on the consumer's strong showing in the economy.
Facebook's 'Zero' Data Cost Is Threatened By Regulation
29 perc
1512. rész
David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on Big Tech earnings and regulation. Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing. Kan Nawaday, former corruption and fraud prosecutor for the US Attorney’s Office in the Southern District of NY and Partner at Venable LLP, discusses the Mueller hearing. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on the ECB and why Mario Draghi needs to explain what happened at Monte Paschi. Hosted by Lisa Abramowicz and Paul Sweeney.
Less-Liquid Credit Markets Are Pushing Traders to CDX:
32 perc
1511. rész
Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, discusses his 3rd Quarter global outlook. Michael Zeldin, former federal prosecutor and Robert Mueller's former Special Assistant at the DOJ, on what to expect from the Mueller hearings. Constance Hunter, Chief Economist at KPMG, on why the sluggish housing market is a puzzle for the Fed. Therese Raphael, Bloomberg Opinion editor, on Boris Johnson winning the Tory vote to be the next UK Prime Minister.
Don't Try to Trade This Market: Fidelity's Timmer
30 perc
1510. rész
Jurien Timmer, Fidelity Investments Director: Global Macro, discusses if the Fed should cut rates during a pivotal time in earning season. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, on the escalation in Iran and impact to energy markets. Safi Bahcall, author of the WSJ bestseller Loonshots, on why Branson and Musk have outdone NASA at the crazy thinking that led to the Moonshot 50 years ago. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on why more earnings disappointments are coming for the industrials. Hosted by Lisa Abramowicz and Paul Sweeney.
You Can't Issue Debt Forever: State Street's Loh
29 perc
1509. rész
Marvin Loh, Global Macro Strategist at State Street, on the Fed, the economy, and debt ceiling. Seth Grae, President and CEO of Lightbridge, to discuss Iran breaking the nuclear deal, what needs to be done for non-proliferation, and exporting nuclear technology to the middle east. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Boeing. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses Puerto Rico, PG&E, and the Las Vegas monorail. Hosted by Paul Sweeney and Lisa Abramowicz (Alix Steel filling in for Lisa Abramowicz.)
Netflix Shares Plunge; Morgan Stanley Posts Steep Trading Slide
20 perc
1508. rész
Ken Leon, Global Director of Equity Research at CFRA, on Morgan Stanley posting steepest trading slide on Wall Street. Bloomberg Opinion Columnist Shira Ovide discusses NetFlix plunging on falling subscriber growth. Gad Levanon, Chief Economist: North America at the Conference Board, on the Leading Economic Index falling.
Housing Starts Fall to 3-Month Low: BofA Earnings Recap
30 perc
1507. rész
Renaissance Macro economist Neil Dutta on Housing Starts falling: Bloomberg News Federal Reserve Reporter Christopher Condon on Trump vs. Powell. Bloomberg Intelligence senior financial analyst Alison Williams discusses Bank of America Earnings. Don Steinbrugge, chief executive officer of hedge fund consultant Agecroft Partners, on markets near all-time highs.
Facebook Takes Heat From Skeptical Senators on Libra
27 perc
1506. rész
Lionel Laurent, Bloomberg Opinion columnist, on Facebook’s David Marcus testimony before the Senate Banking committee on their new cryptocurrency, Libra. Steve Silver, President and COO of Krasdale Foods, on the NYC food market, the latest trends in the grocery space, and the Amazon effect. Evan Clark, Deputy Managing Editor for WWD, on Amazon Prime Day and their work strike, and retail sales. Yalman Onaran, Senior Finance Writer for Bloomberg, on bank earnings. Hosted by Lisa Abramowicz and Paul Sweeney.
Pervasive Pessimism Is a Reason to Be Bullish: Hyzy
30 perc
1505. rész
Chris Hyzy, Chief Investment Officer at Bank of America Global Wealth & Investment Management, with his mid-year outlook and asset allocation changes to consider. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why more stimulus may be a bridge to nowhere. Tom Orlik, Chief Economist for Bloomberg Economics, on why we could expect more weakness out of China. Matt Jozwiak, former Eleven Madison Park chef and now head of the Brooklyn-based nonprofit Rethink on the economic cost of food waste. Hosted by Lisa Abramowicz and Paul Sweeney.
Stocks at Records; Labor Chief Acosta to Quit
24 perc
1504. rész
Bloomberg News Washington Bureau Chief Craig Gordon on Alex Acosta Resigning as Labor Secretary. Bruce Bittles, Chief Investment Officer at Baird, on stocks at record Highs. Bloomberg Chief U.S. Economist Carl Riccadonna discusses Producer Prices Increasing More Than Forecast in June. Bloomberg News Reporter Spencer Soper Previews Amazon's Prime Day.
Fed's Aim Is to Boost Asset Prices; Don't Fight It
8 perc
1503. rész
Peter Tchir, Head of Macro Strategy at Academy Securities, discusses his outlook for markets, the Fed, and current investment strategy. Hosted by Lisa Abramowicz and Paul Sweeney.
Richard Branson Is Taking Space-Tourism Unit Public
33 perc
1502. rész
Virgin Atlantic CEO Richard Branson and Social Capital CEO Chamath Palihapitiya speak to Bloomberg's Vonnie Quinn and Guy Johnson to discuss taking space-tourism company Virgin Galactic public. Christopher Jasper, transport/aviation reporter for Bloomberg, breaks down the key takeaways. Thomas Siebel, Founder, Chairman and CEO of C3, discusses his new book, "Digital Transformation: Survive and Thrive In An Era of Mass Extinction." Chris Whalen, Chairman of Whalen Global Advisors, on Piper Jaffray buying Sandler O’Neill & Partners LP for $485 million. Bill Studebaker, President and CIO of ROBO Global, discusses the tech arms race between the U.S. and China, and how that has impacted the trade war. Richard Branson Is Taking Space-Tourism Unit Public (Podcast)
Analysts Sour On Apple As China Nationalism Hits iPhone
27 perc
1501. rész
John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Wall Street souring on Apple, and Google denying being in talks with Dish to create a 4th network. Joey Bergstein, Seventh Generation CEO, on the company's 2025 goals and lobbying efforts on climate change. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on why Deutsche Bank's reboot looks real this time. Lakshman Achuthan, Co-Founder and Chief Operating Officer at the Economic Cycle Research Institute and a Bloomberg Opinion columnist, discusses his column: "The Myth of the Tight U.S. Labor Market." Hosted by Lisa Abramowicz and Paul Sweeney.
Jobs Print Takes 50bp July Rate Cut Off Table: Dudley
35 perc
1500. rész
Bill Dudley, former New York Fed President and senior researcher at Princeton University’s Center for Economic Policy Studies, discusses the Fed, the economy, and his column: "The Fed Should Keep Its Tools in Their Place." Jim Bianco, President and Founder of Bianco Research, on interviewing for one of the open Fed governor positions. Steven Arons, German banks reporter for Bloomberg, on how Deutsche Bank's U.S. cuts may go far deeper than equities and rates. Kate Krader, Bloomberg Pursuits reporter, on her column, "You’re Grilling Wrong! Chefs Share What Not to Do Over the Coals." Hosted by Lisa Abramowicz and Paul Sweeney.
Biggest Risk Is Downside Jobs Surprise: JPM's Kennedy
27 perc
1499. rész
Tom Kennedy, Global Head of Macro & Fixed Income Strategy, J.P. Morgan Private Bank, discusses his current outlook for fixed income markets and the Fed. Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on why Christine Lagarde is a great choice for head of the ECB. Bridget van Kralingen, Senior Vice President of IBM Global Industries, Clients, Platforms & Blockchain, discusses the rapid adoption of TradeLens, their blockchain-enabled digital shipping platform. Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, discusses Broadcom in advanced talks to buy cybersecurity firm Symantec Corp. Hosted by Lisa Abramowicz and Paul Sweeney.
Big EU-Mercosur Trade Deal Sends Message To Trump, UK
27 perc
1498. rész
Therese Raphael, Bloomberg Opinion editor, discusses Trump's new round of EU tariff threats and the EU-Mercosur trade deal. Michelle Krebs, Executive Analyst at AutoTrader, on auto sales and truck wars. Steve White, CEO and Founder of Harvest Health & Recreastion, discusses the cannabis market after Illinois becomes the 11th state to legalize marijuana. Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on Saudi Aramco reviving its IPO, and key takeaways from the OPEC meeting. Hosted by Lisa Abramowicz and Paul Sweeney.
Big Mistake To Not Enlist Europe Against China: Rhodes (Podcast)
33 perc
1497. rész
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the lack of a substantive China trade deal for the U.S. Jason Schenker, President of Prestige Economics and a Bloomberg Opinion columnist, on the OPEC meeting. Lanhee Chen, Research Fellow at the Hoover Institution, on the Democratic candidates and the 2020 political landscape. Michael Hirson, Practice Head, China and Northeast Asia for Eurasia Group, on Trump's meeting with Xi Jinping and the geopolitics of North Korea. Hosted by Lisa Abramowicz and Paul Sweeney.
GOP Strategist Heye Warns Dems Lurching Too Far Left
28 perc
1496. rész
Doug Heye, former RNC Communications Director and Republican Strategist, unpacks the second night of Democratic debates. Maria Considine King, Senior Vice President, Practice Management at Commonwealth Financial Network, discusses why women advisors need more visibility. Bloomberg's Mike McKee, International Economics & Policy Correspondent, and Steve Engle, TV correspondent in Hong Kong, discusses the key trade and political highlights from G20. Jack Daniels' Assistant Master Distiller Chris Fletcher on what goes into making a premier bourbon, and a look at the biggest markets for bourbon around the world. Hosted by Lisa Abramowicz and Paul Sweeney.
Ford Moves In Right Direction With Euro Job Cuts: Kudla
29 perc
1495. rész
David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Ford eliminating 20% of its workforce across Europe. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the winners and losers of the first Democratic debate. Ron Luzon, CEO of My Size, on disrupting online clothes shopping with a “virtual measuring tape" to find the perfect fit, all done from a 4-inch smart phone. Aaron Brown, Bloomberg Opinion columnist and former head of financial market research at AQR Capital Management, discusses the bitcoin rally. Hosted by Lisa Abramowicz and Paul Sweeney. Samara Lenga
Little Upside Left in U.S. Junk Bonds: Diamond Hill
30 perc
1494. rész
Bill Zox, CIO of Fixed income at Diamond Hill Capital Management, to discuss why there's little upside left in the high yield space. Leland Miller, CEO of China Beige Book International, on China Beige Book's new Q2 2019 Early Look Brief, and outlook for Trump and Xi at G20. Tim O'Brien, Executive editor for Bloomberg Opinion, previews the Democratic debates and discusses the Mueller hearings. Logan Mohtashami, Senior Loan Officer at AMC Lending Group, on housing data and outlook. Hosted by Lisa Abramowicz and Paul Sweeney.
Allergan Is A Short-Term Cosmetic Fix For AbbVie: Nisen
27 perc
1493. rész
Max Nisen, Bloomberg Opinion health care columnist, on AbbVie buying Botox maker Allergan for $63 billion. CoinShares Chairman Danny Masters discusses the bitcoin rally and Facebook's new Libra cryptocurrency. Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, discusses how trade and tariffs worries are draining consumer confidence. Hal Brands, the Henry A. Kissinger Distinguished Professor at Johns Hopkins University and a Bloomberg Opinion columnist, discusses Trump mulling ending the postwar defense pact with Japan. Hosted by Lisa Abramowicz and Paul Sweeney.
Private Equity Fees Are Ripe For The ’Vanguard Effect’
29 perc
1492. rész
Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Vanguard considering offering private equity to investors. Francis Greenburger, Time Equities Chairman & CEO, discusses how the recent change to rent laws in NYC could tank real estate values. Burt Flickinger, Managing Director for Strategic Resource Group, on Toys 'R' Us coming back from the dead to open U.S. stores. Eran Baniel, CEO of DouxMatok on new funding that will help bring their sugar reduction product to market later this year. Hosted by Lisa Abramowicz and Paul Sweeney.
Fed's Williams Is Trying to Clean Up Powell's Error (Podcast)
30 perc
1491. rész
Phil Orlando, Chief Equity Market Strategist at Federated Investors, on markets, the Fed and current investment strategy. Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute, on Trump pulling out of Syria, General Mattis' resignation, and China's espionage. CoinShares Chairman Danny Masters discusses why Switzerland unveiling a legal framework for regulating blockchain on a national level is "meaningful." Susan DeVore, CEO of Premier Inc., on what to expect in health care in 2019. Hosted by Pimm Foxx and Lisa Ambramowicz.
Slack CEO, CFO On Why They Went With A Direct Listing
29 perc
1490. rész
Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, on Slack going public in a direct listing, and Slack CEO Stewart Butterfield and CFO Allen Shim speak from the NYSE with Emily Chang of Bloomberg Television. Sarah Halzack, Bloomberg Opinion retail columnist, on why consumer giants should use their brand power in a more forceful way to make their case against Trump's trade policy. Barry Knapp, Managing Partner, Ironsides Macroeconomics LLC, on the Fed decision and his current economic and investment strategy.
Sell Credit On A Dovish Rally: PGIM's Mike Collins
26 perc
1489. rész
Mike Collins, Senior Fixed Income Portfolio Manager for PGIM, on the bond market and what to expect from the Fed. Lionel Laurent, Bloomberg Opinion columnist, on Facebook's new cryptocurrency Libra, and whether it is offering anything new or better to consumers. PenFed President and CEO James Schenck discusses his USA Today op-ed on why consumers shouldn't panic about the inverted yield curve. Tara Lachapelle, Deals, Telecom and Media Columnist for Bloomberg Opinion, on how the T-Mobile- Sprint merger may be spoiled by selling assets to Dish. Hosted by Paul Sweeney and Alix Steel (filling in for Lisa Abramowicz).
Lighthizer Signals Progress On USMCA, But Not On China
20 perc
1488. rész
Bloomberg's Mike McKee, International Economics & Policy correspondent, and Shawn Donnan, Senior Trade reporter, discuss what to expect from U.S. Trade Representative Robert Lighthizer testimony to the Senate Finance Committee on trade policy agenda. Saleha Mohsin, Treasury reporter for Bloomberg, discusses the White House exploring the legality of demoting Fed Chair Jay Powell. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses what to expect from the Fed this week (Alix Steel filling in for Lisa Abramowicz).
Array Deal Gives Pfizer Deep Cancer Expertise: Fazeli
27 perc
1487. rész
Sam Fazeli, Director of Research for Bloomberg Intelligence, on Pfizer expanding its cancer platform with the $10.6 billion Array BioPharma deal. Leland Miller, CEO of China Beige Book International, on why Xi Jinping and Trump will want to make a deal at the G20. Matt Maley, Managing Director and Equity Strategist for Miller Tabak & Co., on why markets could see a leg down, and what to expect from Jay Powell. Yalman Onaran, Senior Finance Writer for Bloomberg, on Deutsche Bank considering shuttering its U.S. equities trading unit. Hosted by Lisa Abramowicz and Paul Sweeney.
Overdependence On Fed Cuts Stems From Uncertainty: Slok
32 perc
1486. rész
Torsten Slok, Chief Economist for Deutsche Bank AG, on why markets shouldn’t be so certain that the Fed is cutting rates. Duncan Wood, Director of the Mexico Institute at The Wilson Center, on what’s in President Trump’s new deal with Mexico. Deena Shanker, Bloomberg consumer reporter, on Impossible Foods experiencing shortages, and Tyson launching their own meatless product. Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, discusses whether it's time to get defensive. Hosted by Lisa Abramowicz and Paul Sweeney.
Hong Kong Is Destined To Be Another Mainland City
31 perc
1485. rész
Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on the Hong Kong protests and how investors are reacting. Jim Crowley, CEO of Pershing, discusses his vision as the newly-appointed CEO and trends impacting the industry. Clint Watts, Senior Fellow at the Foreign Policy Research Institute, discusses President Trump’s interview with ABC News' Stephanopoulos where he says he’d take foreign information on 2020 opponents. Matt Forester, Chief Investment Officer at BNY Mellon's Lockwood Advisors, discusses preparing a portfolio for a recession. Hosted by Lisa Abramowicz and Paul Sweeney. Broadcasting Live from the BNY Mellon Pershing INSITE conference in Phoenix.
Invesco’s Hooper: Tech Is Attractive Despite Headwinds
29 perc
1484. rész
Kristina Hooper, Chief Global Market Strategist at Invesco, discusses why a recession isn't in the cards for mid-2020. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, on markets and his current investment outlook. Josh Wingrove, White House reporter, on how Trump’s patience with tariffs hinges on an unlikely feat by Mexico. Jeff McCarthy, the Chief Executive Officer of Exchange Traded Funds for BNY Mellon, discusses the annually growing inflows into ETFs. Broadcasting Live from the BNY Mellon Pershing INSITE conference in Phoenix. Hosted by Lisa Abramowicz and Paul Sweeney.Samara Lenga
80% of Bain’s Distressed Purchases Have Been Outside the U.S. (Correct)
28 perc
1483. rész
(Corrects title in reference to Bain's credit purchases.)
Jonathan Lavine, Co-Managing Partner and Credit Chief Investment Officer at Bain Capital, discusses the private credit markets. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Apple having the capacity to make iPhones out of China if it needs to. Danton Goei, portfolio manager for the Davis Large Cap, Global, and International Portfolios at Davis Funds, discusses why China tech stocks are undervalued due to the trade war. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses whether traders are ahead of themselves on a Fed cut. Hosted by Lisa Abramowicz and Paul Sweeney.
Too Much Worry About Emerging Markets: Van Eck's Fine
29 perc
1482. rész
Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, discusses why EM fears are overblown. Anurag Rana, Software & IT Services analyst for Bloomberg Intelligence, on Salesforce buying Tableau. Brad McMillan, Chief Investment Officer at Commonwealth Financial Network, on why there's lots of strength left in U.S. equity markets. Joseph Abboud, designer and Chief Creative Director of Men’s Wearhouse, on Father's Day gifts and men's fashion trends. Hosted by Lisa Abramowicz and Paul Sweeney.
Philip Morris Bets The Company's Future On Vaping Products
28 perc
1481. rész
Why The US Dollar Is Poised to Weaken Vs Euro
29 perc
1480. rész
Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the dollar, EM currencies and interest rates. Brian Fenty, Co-Founder and CEO of TodayTix, expands beyond ticket sales to developing their own live shows. Hector Barreto, Chairman of The Latino Coalition and former U.S. SBA Administrator, on the U.S. and Mexico failing to reach an agreement to avert tariffs. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on Fiat-Chrysler pulling its bid for Renault.
Mike Mayo: Banks Are Poised To Party Like It’s 1995
36 perc
1479. rész
Mike Mayo, Senior Banking Analyst for Wells Fargo Securities, on his market moving note on how banks are poised to "party like its 1995" if rates were cut. Ken Fisher, Founder, Executive Chairman and Co-CIO of Fisher Investments, on how America is getting funded by Europe and Japan. Mark Shafir, Co-Head Global Mergers & Acquisitions at Citigroup, on cross-border mergers falling to a record low in 2019. Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations and Senior Advisor at Exante Data, on how Trump's trade wars are impacting the global economy. Hosted by Lisa Abramowicz and Paul Sweeney.
UBS's Harford: We're In 4th Inning of Consolidation
29 perc
1478. rész
Suni Harford, Head of Investments at UBS Asset Management, on the big shifts in the asset management industry. Afsaneh Beschloss, Founder and CEO of RockCreek, on emerging markets, global finance and trade. Chris Low, Chief Economist for FTN Financial, to discuss the Fed's signal that they may cut rates. Professor Chris Sagers, the James A. Thomas Distinguished Professor of Law at Cleveland State University, on Big Tech going under the microscope of U.S. antitrust probes. Broadcasting Live from the Bloomberg Invest New York conference. Hosted by Lisa Abramowicz and Paul Sweeney.
Dollar to Weaken on Mexico Trade Tensions: Nordvig
30 perc
1477. rész
Jens Nordvig, Founder and CEO of Exante Data, on China, EM currencies, and Mexico. Carl Weinberg, Founder and Chief International Economist at High Frequency Economics, on the global economy as Trump's trade wars heat up. Kathy Hannun, co-founder and CEO at Dandelion Energy, a spin-out company of Google X, on why geothermal energy will be a $9 billion market. Shira Ovide, Bloomberg Opinion technology columnist, on Google sinking as the DOJ mulls an anti-competitive probe into Alphabet. Hosted by Lisa Abramwicz and Paul Sweeney.
Trump Tariffs Imperil Mexico Relationship: Duncan Wood
28 perc
1476. rész
Duncan Wood, Director of the Mexico Institute at The Wilson Center, on how President Trump's 5% tariff threat to Mexico over migrants will impact the economy and the trade deal. Alan Baum, auto analyst and Principal at Baum and Associates, on why auto manufacturers and suppliers can't simply move their supply chains out of Mexico. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, discusses why there won't be a China trade deal. Marc Chandler, Managing Partner and Chief Market Strategist at Bannockburn Global Forex, discusses why there are opportunities in EM as companies leave China. Hosted by Lisa Abramowicz and Paul Sweeney.
Eco Slowdown Impacting Oil More Than Supply Crunch
28 perc
1475. rész
Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on how the geopolitical situation in the Middle East is impacting oil supplies. David Dietze, Founder, President and Chief Investment Strategist of Point View Wealth Management, on why markets aren't falling out of bed. Carl Bialik, Data Science Editor for Yelp, on the Yelp Economic Average, which provides an in-depth view of local business trends in cities across the US. Jennifer Rie, Senior Litigation Analyst for Bloomberg Intelligence, on the DOJ wanting T-Mobile and Sprint to create a new competitor as part of their merger. Hosted by Lisa Abramowicz and Paul Sweeney.Samara Lenga
Mueller’s Low-Key Rebuttal Blows Hole In Exoneration
33 perc
1474. rész
Mueller Roundtable: Kan Nawaday, former corruption and fraud prosecutor for the US Attorney’s Office in the Southern District of NY and Partner at Venable LLP, Tim O’Brien, Executive Editor for Bloomberg Opinion, and Andy Harris, Bloomberg legal reporter, react to Special Counsel Robert Mueller’s public statement. Jim Bianco, President and Founder of Bianco Research, on why the inverted yield curve does signal a downturn. John Paul DeJoria, Co-Founder of Paul Mitchell and Patron Spirits, and co-Founder of ROK Mobile, discusses their affordable 3D and "lifestyle" cell phones. Hosted by Lisa Abramowicz and Paul Sweeney.
Global Payments Gets Needed Scale With TSS: CEO Sloan (Podcast)
29 perc
1473. rész
Jeff Sloan, CEO of Global Payments, on buying Total Systems Services in a deal valued at $21.5 billion. Eric Stein, Portfolio Manager and Co-Director of Global Fixed Income at Eaton Vance, on how bond markets are reflecting global growth fears. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on a tech cold war, and how freezing out Huawei will impact 5G. Clive Crook, Bloomberg Opinion editor, on why European elections were a mess for EU leadership. Hosted by Lisa Abramowicz and Paul Sweeney.
Boris Johnson Wouldn’t Last A Year As UK Leader
28 perc
1472. rész
Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on Theresa May’s resignation and what happens next with Brexit. Guitar Center CEO Ron Japinga discusses plans for growth, and how Guitar Center has been able to navigate brick and mortar challenges. Doug Ciocca, CEO at Kavar Capital, on markets and why he's seeing opportunities in tech. Amanda Albright, Bloomberg Muni reporter, discusses money flowing into muni bond funds, stretched muni prices, dead infrastructure, and Illinois. Hosted by Lisa Abramowicz and Paul Sweeney.
Qualcomm's Dual Business Model Remains A Risk: Ovide
30 perc
1471. rész
Shira Ovide, Bloomberg Opinion technology columnist, on why Qualcomm may have finally run out of lives. Cameron Clayton, General Manager: IBM Watson Media and Weather, discusses their new Weather Signals product which turns weather forecasts into sales predictions for retailers and the agriculture industry. Michelle Krebs, Executive Analyst at Autotrader, on the upcoming Memorial Day weekend that traditionally provides a sales lift for auto manufacturers. Danielle DiMartino Booth, CEO of Quill Intelligence LLC, former adviser to the Dallas Fed, and a Bloomberg Opinion columnist, discusses the Fed minutes and why the U.S. consumer isn't so mighty. Hosted by Lisa Abramowicz and Paul Sweeney. Samara Lenga
Jennison Bets On 'Booming' Digital Payments Sector
25 perc
1470. rész
Mark Baribeau, Head of Global Equity at Jennison, on why growth equities have room to run despite geopolitical issues and market volatility. Bess Freedman, CEO of Brown Harris Stevens, on where the money is going in NYC real estate.David Stewart, The Balvenie's Malt Master, discusses the growth of the Scotch/whiskey category, and their new Stories line. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on how Boeing has a clear path to put the 737 Max back in service before Q3 closes. Hosted by Lisa Abramowicz and Paul Sweeney.
The Odds Are Increasing For A Second Brexit Referendum
28 perc
1469. rész
Therese Raphael, Bloomberg Opinion editor, discusses Theresa May's new Brexit plan. Jon Mackay, Head of Sales, Wealth Management Solutions at Schroders, on why EU equities look more attractive than U.S. equities. Jennifer Rie, Senior Litigation Analyst for Bloomberg Intelligence, on the outlook for the T-Mobile - Sprint deal. OppenheimerFunds Chief Investment Officer and Head of Fixed Income, Krishna Memani, and Portfolio Manager Peter Strzalkowski, discuss the race to risk assets.
Tesla Growth Story May Be Shifting To Solvency Story
27 perc
1468. rész
David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Tesla shares dipping below $200, and Ford slashing 7k jobs in restructuring. Elliott Stein, Senior Litigation Analyst for Bloomberg Intelligence, on Deutsche Bank under a U.S. money laundering microscope. Jordan Gaspar, Managing Partner of AccelFoods, on the future of food and how to invest in it. Edward Hertzman, Founder and President of Sourcing Journal, discusses how tariffs will impact the apparel and footwear industries, and how companies are responding. Hosted by Lisa Abramowicz and Paul Sweeney.
China Is Vulnerable But Deal Unlikely: HKS' Lawrence (Podcast)
30 perc
1467. rész
Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic advisor to President Clinton, on why a China trade deal is looking unlikely in the near future. Martin Stephan, the Deputy CEO of Carbios, a French recycling biotech company, on their technology that aims for zero plastic waste. Alex Webb, Bloomberg Opinion technology columnist, discusses his column: "Amazon-Deliveroo Alliance Would Eat Uber For Dinner." Will Rhind, CEO of GraniteShares, with his mid-year outlook on gold and oil. Hosted by Lisa Abramowicz and Paul Sweeney.
Huawei Threat Poses Grave Risk To Trade Deal
29 perc
1466. rész
Meredith Sumpter, Research Strategy & Operations Head at Eurasia Group, on how U.S threats against Huawei pose a grave risk to the company and to a trade truce. Bloomberg Intelligence's Woo Jin Ho, Senior Technology Analyst, and John Butler, Senior Telecoms analyst, discuss Trump's moves against Huawei, what it means for the telecom sector, and how it could impact 5G rollout. Virginie Costa, CFO of Godiva, on Godiva's push into the cafe business. Burt Flickinger, Managing Director for Strategic Resource Group, with insights into Walmart. Hosted by Lisa Abramowicz and Paul Sweeney.
Why Bermuda Is At The Forefront Of Blockchain Tech (Podcast)
29 perc
1465. rész
The Honorable David Burt, Premier of Bermuda, discusses the country’s growing crypto and blockchain business. Dr. Christopher Smart, Head of the Barings Investment Institute, on the trade war and emerging markets. Craig Johnson, President of Customer Growth Partners, on Macy's and retail earnings. Lulu Chen, Hong Kong technology reporter for Bloomberg, on Alibaba and Tencent earnings, and what it says about the China consumer. Hosted by Lisa Abramowicz and Paul Sweeney.
Legal System Not Capable Of Regulating Tech: Gibney
30 perc
1464. rész
Author and venture capitalist Bruce Gibney discusses his new book, "THE NONSENSE FACTORY: The Making and Breaking of the American Legal System," on how the legal system should be fixed to become less arbitrary and more legitimate. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on what to expect next in the China trade war. Sonali Basak, investment banking reporter for Bloomberg, on the Uber blame game. Joel Stern, Chairman and CEO of Stern Value Management, on economic forecasters missing the mark on growth. Hosted by Lisa Abramowicz and Paul Sweeney.
Trump's Bashing of Intel Agencies A Big Concern: Sen. Angus King
27 perc
1463. rész
Senator Angus King (I-Maine) discusses the Mueller report fallout and the cyber security task force he's launching. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, examines recent escalations from North Korea, Russia, Iran, and China. Tom Giles, Bloomberg technology reporter, on Apple getting hit on China tariff concerns and the Supreme Court ruling against the company. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on risk to EM currencies following the collapse of China trade talks.
U.S. Is More Vulnerable Than Headline Numbers Suggest
29 perc
1462. rész
Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how the collapse of China trade talks will impact markets and investment. Mike McKee, International Economics & Policy Correspondent for Bloomberg, on how Trump's tweets about tariff impact to farmers don't add up. Andy Kuper, CEO of LeapFrog Investments, an impact-only private equity fund manager, discusses investing in emerging markets. Shira Ovide, Bloomberg Opinion technology columnist, on Uber's IPO. Hosted by Lisa Abramowicz and Paul Sweeney.
Anadarko Will Be Huge Stretch For Occidental's Coffers
29 perc
1461. rész
Simon Casey, Energy Americas Team Leader for Bloomberg, on an Occidental jet landing in Shell's hometown, amid a bidding war for Anadarko. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the dollar and market implications from trade war. Lucas Shaw, Bloomberg Entertainment Reporter, on Disney’s streaming business, and Walmart getting into programming content. Andy Browne, Editorial Director for Bloomberg New Economy Forum, on U.S.-China trade negotiations, and what China wants now. Hosted by Lisa Abramowicz and Paul Sweeney.
Streaming Could Kill Cable In 4-5 Years: Porter Bibb
26 perc
1460. rész
Porter Bibb, Managing Partner for MediaTech Capital Partners, on Disney and an overview of the digital media sector, which is in sustained transition. Randy Brown, CIO of Sun Life and Head of Investments for Sun Life Investment Management, on the increase in institutional investment in private debt. Ariel Cohen, Senior Fellow at the Atlantic Council, on Iran setting a 60-day deadline for its nuclear deal counterparts to abide by their commitments on oil and banking. Molly Smith, Corporate Finance Reporter for Bloomberg, on the IBM deal, and more big debt deals on the way. Hosted by Lisa Abramowicz and Paul Sweeney.
EU Growth is OK for Credit, Not So Much For Stocks
30 perc
1459. rész
Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund and a Bloomberg Opinion columnist, on the European Commission cutting growth forecasts. Matt Maley, Chief Equity Strategist for Miller, Tabak & Co., on the China trade deal looming over markets, and the quality of earnings. Chris McCann, CEO, 1-800-FLOWERS.COM, Inc, on the Mother's Day gifting season and company outlook. Dr. Henry Huiyao Wang, founder and president of the Center for China and Globalization, on what's holding back the China trade talks. Hosted by Lisa Abramowicz and Paul Sweeney.
M&A Pipeline Is More Robust In 2020: Citizens' McCree
26 perc
1458. rész
Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Financial Group, discusses the robust M&A market for small and mid-sized companies. Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on oil markets, as the U.S. amps up pressure on Venezuela and Iran. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on how soft commodities have become a macro bet. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on Trump threatening an escalation of tariffs on China. Hosted by Lisa Abramowicz and Paul Sweeney.
Strength In All 13 Job Sectors Of Economy: Manpower
29 perc
1457. rész
Becky Frankiewicz, President of ManpowerGroup North America, discusses the jobs landscape and what industries are showing the strongest hiring. David Dietze, Founder, President and Chief Investment Strategist of Point View Wealth Management, and Peggy Collins, U.S. Investing team leader, on the annual Berkshire Hathaway meeting and Buffett taking a stake in Amazon. Kristina Hooper, Chief Global Market Strategist at Invesco, on jobs data, central banks, and how different global elections and events could rattle markets. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses Fed pick Moore dropping out, the state of the White House and AG Barr. Hosted by Lisa Abramowicz and Paul Sweeney.
Commercial Real Estate Market Is Sizzling: Lowenberg
31 perc
1456. rész
Susan Lowenberg, President of the Lowenberg Corporation, on the booming commercial real estate market. Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, with a "halftime report" for earnings season. Elton Kwok, General Manager: Northern California Region at WeWork, discusses the company's business model and the market for shared workspace. Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on Tesla planning to raise $2 billion. Hosted by Lisa Abramowicz and Paul Sweeney.
Investors Fail To Ask Apple Most Fundamental Question
30 perc
1455. rész
Shira Ovide, Bloomberg Opinion technology columnist, on the existential problem of Apple's declining iPhone sales. Harley Finkelstein, COO of Shopify, discusses earnings and why the direct to consumer movement is the future of retail. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the $2 trillion proposed infrastructure plan. Ken Monaghan, Amundi Pioneer Co-Director of High Yield, discusses the high yield landscape. Bloomberg Markets AM with Lisa Abramowicz and Paul Sweeney.
Behind the Scenes With Bill Rhodes, 'Banker to the World'
1 perc
1454. rész
For an episode of Bloomberg's podcast Behind the Scenes, Lisa and Paul sat down with "Banker to the World" Bill Rhodes, Chairman of William R. Rhodes Global Advisors, LLC, to talk about his career path, his time in Venezuela, and the advice he gives to students. Subscribe to Behind the Scenes anywhere you listen to podcasts.
Leveraged Loans Offering Better Risk-Reward: Finke
29 perc
1453. rész
Tom Finke, Chairman and CEO of Barings, on the Milken conference and his current investment strategy and outlook. Nell Abernathy, Vice President of Policy and Strategy at the Roosevelt Institute, on why markets alone can't correct the imbalance of income and power in the economy. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on Alphabet's revenue miss. Sam Fazeli, Director of Research for Bloomberg Intelligence, on big pharma earnings today: Pfizer, Eli Lilly and Merck & Co. Hosted by Lisa Abramowicz and Paul Sweeney.
Zoom CFO: Primary Goal Post-IPO Is Organic Growth
24 perc
1452. rész
Kelly Steckelberg, CFO of Zoom, on going public and the company outlook. Clive Gillmore, CEO and Group CIO of Mondrian Investment Partners, to discuss international equities and emerging markets, and what it means for US investors. Bruce Levine, the Barbara and Edward Netter Professor in Cancer Gene Therapy at the Center for Cellular Immunotherapies at Penn, and co-founder of TMunity, discusses the latest gene therapy technologies, TMunity product pipeline, and acquisition goals. Patrick Clark, Bloomberg hotel reporter, on Marriott expanding its home-sharing business to compete with Airbnb. Hosted by Paul Sweeney and Lisa Abramowicz.
AutoNation Looks Toward Used Cars Ahead of Downturn
29 perc
1451. rész
Carl Liebert, President and CEO of AutoNation, on earnings and outlook, and the health of the auto loan landscape. Paul Galvin, head of sustainable construction company SG Blocks, which repurposes shipping containers into living and working environments. Tom Atteberry, Portfolio Manager for FPA, on the Fed, fixed income, and the economic slowdown. Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, and Olivia Zaleski, Bloomberg deals reporter, on Uber's IPO filing and Slack's impending listing. Hosted by Lisa Abramowicz and Paul Sweeney.
Macri Frittered Away His Time To Make Reforms: Rhodes (Podcast)
27 perc
1450. rész
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on Argentina and Venezuela. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, previews Intel and discusses the rally in semiconductor stocks. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Ford and Tesla. Brian Chappatta, Bloomberg Opinion debt columnist, discusses why the Fed should buy muni bonds in the next recession.
Facebook Ad Spending Is Solid Despite Privacy Issues (Podcast)
28 perc
1449. rész
Mark Douglas, CEO of SteelHouse, on the ad landscape for Facebook and Twitter. Gilda Perez-Alvarado, CEO of JLL Hotels & Hospitality, discusses where investors are flocking, and what's driving M&A in the hotel space. Welles Fitzpatrick, Managing Director: E&P Research at SunTrust Robinson Humphrey, on how Occidental's bid for Anadarko compares to Chevron's. Liam Denning, Energy, Mining and Commodities columnist for Bloomberg Opinion, previews what to expect from Tesla earnings. Hosted by Lisa Abramowicz and Paul Sweeney.
Bolton's Desire For Iran Regime Change Hits Oil Market
27 perc
1448. rész
John Kilduff, Founding Partner of Again Capital, on the Trump Administration eliminating Iran oil sanction waivers. Max Chafkin, Bloomberg Businessweek Features Editor, on Tesla: investor day, earnings, SEC case and feud with Panasonic. David Loevinger, Sovereign Analyst and China Expert at TCW, and former Senior Coordinator for China at the Treasury Department, on the trade war and broader implications for emerging markets investing. Brian Deese, Global Head of Sustainable Investing at BlackRock, discusses the investment implications for climate-related risks on Earth Day.
Barr Broke From Mueller On Who Calls Obstruction: Mintz
31 perc
1447. rész
Bob Mintz, former federal prosecutor and Partner at McCarter & English, with legal analysis of the Mueller report. Karen Ubelhart, Senior Industrials analyst for Bloomberg Intelligence, on Honeywell earnings and outlook for industrials. Jacob Frenkel, former federal prosecutor with an Independent Counsel, now partner at Dickinson Wright, discusses Attorney General Barr's handling of the Mueller report. Kristine Owram, on discuss Canopy Growth Corp. buying Acreage Holdings Inc. for about $3.4 billion, in what would be the first major cross-border cannabis merger. Hosted by Lisa Abramowicz and Paul Sweeney.
The Ultra-Wealthy Favor Private Corporate Investments
28 perc
1446. rész
Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing after Q1. Michael Terwilliger, Portfolio Manager for the Resource Credit Income Fund, on how a new 48-hour trade reporting delay for corporate bonds could impact the market. Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, on Johnson & Johnson’s better than expected drug sales, and UnitedHealth raising their outlook. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on how Venezuela sanctions are keeping investors away. Hosted by Lisa Abramowicz and Paul Sweeney.
Tiger Woods Is Once Again Golf's Biggest Star (Podcast)
26 perc
1445. rész
Eben-Novy Williams, Bloomberg sports reporter, on the ripple effect of Tiger Woods winning the Masters. Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on Citigroup and Goldman Sachs earnings. Laura Davison, Congressional Tax Reporter for Bloomberg, on how most taxpayers felt no benefit from the Trump tax cut. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on the China trade deal.
Banks Reveal Concerning Credit Deterioration: Peabody
29 perc
1444. rész
Charles Peabody, President of Portales Partners LLC, on bank earnings and why the picture isn't as rosy as the market seems to think. Tara Lachapelle, Deals, Telecom and Media Columnist for Bloomberg Opinion columnist, on Disney's new video service which undercuts Netflix. Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on credit markets, the Fed, and the firm's new global outlook. Shira Ovide, Bloomberg technology columnist, on why investors are going to have a hard time valuing Uber.
How Science Can Jumpstart Economy: MIT Economists
30 perc
1443. rész
Jonathan Gruber, Professor of Economics at MIT and the key architect of both Romneycare and Obamacare, and Simon Johnson, Professor of Entrepreneurship at MIT and former chief economist to the IMF, discuss their new book: "Jumpstarting America: How Breakthrough Science Can Revive Economic Growth and the American Dream." RJ Gallo, Senior Portfolio Manager: Fixed Income at Federated, on why he's not worried about the Fed balance sheet. Lionel Laurent, Bloomberg Opinion columnist covering finance and markets, on Theresa May dragging Europe into Brexit's quicksand. John Butler, Senior telecom analyst for Bloomberg Intelligence, on why T-Mobile's proposed deal to buy Sprint stands on shaky ground. Hosted by Paul Sweeney and Lisa Abramowicz (Vince Cignarella filling in for Lisa Abramowicz.)
Bank CEO Hearings Put Spotlight On Forced Arbitration
37 perc
1442. rész
Max Abelson, money and power reporter for Bloomberg, discusses the big U.S. bank CEOs testifying in today's “Holding Megabanks Accountable" hearing before Congress. Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, on why investors should follow the money flows. Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, on Uber's IPO and outlook for food delivery ride-hailing apps. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on forex and monetary policy. Hosted by Lisa Abramowicz and Paul Sweeney.
Trade and Tariff Disputes Between the U.S. and EU (Podcast)
28 perc
1441. rész
Shawn Donnan, Bloomberg Senior Trade Reporter, discussing the EU and U.S. trade and tariff disputes. We also have David Dietze, President and Chief Investment Strategist at Point View Wealth Management, discussing markets and investing. Also joining in on the conversation is Adam Tempkin, reporter covering structured finance for the Bloomberg credit team, on his recent story "Inflated Credit Scores Leave Investors in the Dark on Real Risks". Also, we have Maggie Johndrow, Financial Advisor and Founder of Johndrow Wealth Management, on new tax law changes around alimony and child support, as the April 15th tax deadline approaches. Hosts: Lisa Abramowicz and Paul Sweeney
The Health of the Middle Markets and U.S. Economy
29 perc
1440. rész
Joining in on today's conversation is Randy Schwimmer, Head of Capital Markets & Originations at Churchill Asset Management, on the lending landscape and the health of the middle market. We also have John Authers, Bloomberg Senior Editor for Markets and a Bloomberg Opinion Columnist, on the latest Brexit news and updates. Also joining in on the conversation is Charles Massimo, CEO of CJM Wealth Management and Founder of Autism Communities, on the financial impact of autism, and their upcoming fundraiser. And joining in studio is Joe Brusuelas, Chief Economist at RSM, on RSM’s GDP forecast and his predictions for the U.S. economy. Hosted by Lisa Abramowicz and Paul Sweeney.
U.S. Economy Is Better Than Bonds Think: Joe Davis
30 perc
1439. rész
Joseph Davis, Chief Economist at Vanguard, on March jobs data, and his current economic outlook. Jean-Yves Fillion CEO, BNP Paribas USA and Chairman, CIB Americas, discusses the low interest rate environment, and the view from Eurozone banks. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the importance of White House security clearances. Sarah Ponzcek, Bloomberg cross-asset reporter, on Blue Apron's crash and what it means for unicorn IPOs. Hosted by Lisa Abramowicz and Paul Sweeney.
Tesla Delivery Numbers Punch Hole In Growth Story
29 perc
1438. rész
Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Tesla reporting a record decline in deliveries, and today's contempt hearing on CEO Elon Musk's tweets. Bill Rouhana, chairman and CEO of and Chicken Soup for the Soul Entertainment (CSS) discusses their new joint venture with Sony Pictures Television: ad-supported streaming video network “Crackle Plus." Kate Gorman, Founder and CEO of Fort Mason Games, on developing social mobile games targeting women, the mobile gaming landscape, and their new "scratch-off" lottery app. James Fallon, Editorial Director of Women's Wear Daily, discusses how men are wearing fewer suits and how retailers are adapting. Hosted by Lisa Abramowicz and Paul Sweeney.
Netflix Shares At Risk As New Competition Heats Up (Podcast)
31 perc
1437. rész
Laura Martin, Senior Entertainment analyst at Needham & Co., discusses why she's negative on Netflix. Jason Schenker, President of Prestige Economics, Chairman of The Futurist Institute and a Bloomberg Opinion columnist, discusses what will drive oil prices higher. Rajat Gupta, Ex-CEO of McKinsey & Co., discusses his new memoir, "Mind Without Fear," detailing his life from the boardroom into prison after being found guilty of insider trading. Sandy Cockerell, Deloitte Global CFO Program Leader, discusses the findings from the Q1 CFO Signals report which is signaling preparations for a downturn by the countries CFOs. Hosted by Lisa Abramowicz and Paul Sweeney.
Quant Fund Just Went to 100% Cash: Cumberland's Kotok
29 perc
1436. rész
David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on why he's shifting his portfolio to a more defensive position. Former SBA Administrator Karen Mills discusses her new book, "Fintech, Small Business & the American Dream." Annie Massa, asset management reporter for Bloomberg, on BlackRock launching a sweeping overhaul to boost growth. Former FCC Commissioner Meredith Attwell Baker, current CEO of CTIA, discusses their new report how the US has surged ahead in 5G readiness and is now running neck & neck with China. Hosted by Lisa Abramowicz and Paul Sweeney.
CalSTRS Likes Real Estate and PE, Cautious On Equities
30 perc
1435. rész
Chris Ailman, Chief Investment Officer at CalSTRS Investments, on why he's neutrally positioned right now. Ellen Wald, President of Transversal Consulting, Senior Fellow at the Atlantic Council, and a Bloomberg Opinion columnist, peeks under the hood of Saudi Aramco. Dr. Sam Natapoff, President of Empire Global Ventures, on the Brexit vote outcome, and China trade talks. Colin Morris, Director of Adobe Analytics, on how consumers are interacting with their smart speakers and voice assistants. Hosted by Lisa Abramowicz and Paul Sweeney.
Stocks More Attractive Than Alternatives: Bill Miller
36 perc
1434. rész
Legendary investor Bill Miller, chairman and chief investment officer of Miller Value Partners, LLC, on value investing and his current investment outlook. Kate Moore, Managing Director, Chief Equity Strategist for BlackRock and a member of the BlackRock Investment Institute (BII), discusses markets and current investment strategy. Erin Gibbs, Equities Portfolio Manager, S&P Investment Advisory Services, on health care stocks getting pummeled in the wake of Trump's renewed push to eliminate Obamacare. Matthew O'Connor, Dean & Professor of Finance at Quinnipiac's School of Business, is joined by two students to discusses this year's forum and their student investor program. Broadcasting live from the 9th annual Quinnipiac G.A.M.E. Forum in NYC. Hosted by Lisa Abramowicz and Paul Sweeney.
Aireon’s Space-Based System Tracks Planes In Real Time
29 perc
1433. rész
Don Thoma, CEO of Mclean, VA-based Aireon, on its space-based surveillance system that will soon be tracking aircraft globally and in real-time for the first time ever. Melissa Reagen, Head of Research at Nuveen Real Estate, discusses their new study on urbanization and why it'san investing strategy, and an overview of the real estate market. Brendan Brown, Senior Fellow at the Hudson Institute and Publisher of the newsletter "Monetary Scenarios", discusses the Brexit crisis and his global monetary viewpoint. Henry Goldman, government reporter for Bloomberg at New York City Hall, on the prospects for congestion pricing in Manhattan. Hosted by Lisa Abramowicz and Paul Sweeney.
Former CFTC Head Bowen on Advancing Women in Business
29 perc
1432. rész
Sharon Bowen, Former US Commodity Futures Trading Commissioner and Seneca Women Partner, on advancing women in the economy and around the world. Carolyn Tastad, P&G North America Group President, on equality and diversity in the workplace. Ali Noorani, National Immigration Forum Executive Director, on how business leaders are navigating the immigration clampdown and the rise of nationalism. Jake Schwartz, Co-Founder and CEO of General Assembly (GA), on closing the skills gaps for individuals and companies.
LNG CEO: Asia, Europe Demand Propel U.S. Gas Projects
28 perc
1431. rész
Greg Vesey, CEO & Managing Director of LNG Ltd., on the future of LNG and growing demand in Asia and Europe. John Lavelle, President & CEO, Offshore Wind, GE Renewable Energy, on the offshore wind boom. Paul Browning, President and CEO of Mitsubishi Hitachi Power Systems Americas (MHPSA), on “power to gas” solutions for energy storage, the growing role of hydrogen, and the impact of AI and automation on the industry. Max Nisen, Bloomberg biotech, pharma and health care columnist, on Trump's shift to completely erase Obamacare, including its popular rules protecting pre-existing conditions.
How Corporate America Is Paying For EV Infrastructure (Podcast)
29 perc
1430. rész
Broadcasting Live from Bloomberg's New Energy Finance Forum in NYC.Pasquale Romano, CEO of ChargePoint, one of the world’s largest charging station companies, on their recent capital raise, and laying the global EV infrastructure. Sarah Ladislaw, Director and Senior Fellow of the Energy and National Security Program at CSIS, on U.S. energy policy, the Green New Deal and the nuclear program in the Mideast. Edgard Capdevielle, CEO of Nozomi Network, discusses cybersecurity trends for industrial control systems, critical infrastructure and new energy. John Authers, Senior Editor for Bloomberg Markets, on global markets and Brexit. Hosted by Lisa Abramowicz and Paul Sweeney.
AFL-CIO Won’t Support USMCA Without Mexico Wage Fix (Podcast)
28 perc
1429. rész
Richard Trumka, President of the AFL-CIO, on why the union won’t support the new Nafta/USMCA trade agreement if an early vote is pursued. Matt Eagan, portfolio manager and co-head of Loomis Sayles’ Full Discretion team, on the inverted yield curve. Marcus Ashworth, Bloomberg Opinion columnist covering European markets, discusses German manufacturing data, Deutsche Bank, and the Euro economy. Internet pioneer Alan Meckler, Managing Partner at Asimov, on the future of quantum computing and 3D printing. Hosted by Abramowicz and Paul Sweeney.
Biogen Was The Train Wreck Everyone Saw Coming: Nisen (Podcast)
28 perc
1428. rész
Max Nisen, Bloomberg Opinion health care columnist, on Biogen plunging after the company and its partner Eisai announced it was halting their Alzheimer drug trial. Gad Levanon, Chief Economist: North America at the Conference Board, on the February Leading Index and the Fed decision. Bill Zox, CIO of Fixed income at Diamond Hill Capital Management, to discuss the Fed, the fixed income markets and where he sees opportunities. Chen Grazutis, Apparel and Footwear Analyst from Bloomberg Intelligence, on the valuation for Levi Strauss IPO. Hosted by Lisa Abramowicz and Paul Sweeney.
TCW's Rivelle: Cautious on EM Debt This Late In Cycle
31 perc
1427. rész
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit markets, the Fed, and current investment strategy. Frank Sorrentino, CEO of ConnectOne Bank, on why the U.S. economy and housing market remains strong. David Welch, Detroit Bureau Chief for Bloomberg, on BMW's profit warning, and how Ford Explorer owners are saying their SUVs are making them sick. Michael Rea, RX Savings Solutions, on the Senate hearings on drug prices, and a new partnership with Louisiana Blue Cross Blue Shield. Hosted by Lisa Abramowicz and Paul Sweeney.
Brexit's Monty Python Impression Continues: Authers
30 perc
1426. rész
John Authers, Senior Editor for Bloomberg Markets, on the Monty Python circus that is Brexit. Brent Bell, VP of Recycling at Waste Management, on how China has stopped accepting our trash. Eric Larcheveque, CEO of Ledger, discusses how Ledger is navigating the bear market, why crypto “nuclear winter” isn’t going to end soon, and their new Bluetooth-enabled hardware wallet. Sarah Frier, technology reporter for Bloomberg, on Instagram's new e-commerce push, and Facebook's regulatory woes. Hosted by Abramowicz and Paul Sweeney (Vincent Cignarella filling in for Paul Sweeney.)
Max Grounding Will Cost Boeing $100 Million Per Month (Podcast)
28 perc
1425. rész
Peter Robison, Bloomberg investigations reporter, and George Ferguson, Senior Aerospace and Airline Analyst for Bloomberg Intelligence, on how Boeing had too much sway in vetting its own jets. Atish Davda, CEO of EquityZen, on Lyft aiming for a valuation near $20 billion in its upcoming IPO. Alan Baum, auto analyst and Principal at Baum and Associates, on Trump calling for GM and the UAW to reopen an Ohio factory. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on how Deutsche Bank and Commerzbank's tie up could spur more of the wrong kind of consolidation in Europe. Hosted by Abramowicz and Paul Sweeney (Vincent Cignarella filling in for Paul Sweeney.)
We Won’t Get the Earnings Jolt Like in 2018 (Podcast)
27 perc
1424. rész
Joining on today's conversation is Matt Forester, BNY Mellon's Lockwood CIO, on markets and investing. Also joining today is Benedikt Kammel, Bloomberg Senior Editor for Company News, on the latest on Boeing 737 Max news. We also have joining in studio, Marian Harkin, European Union Parliament Member representing Ireland, discussing Brexit and the border between Northern Ireland and the Republic. And also joining is Gerrit de Vynck, Bloomberg Technology Reporter, on the latest New Zealand Shooting and the affects it will have on social media giants. Hosts Lisa Abramowicz and Vincent Cignarella
The Commercial Real Estate Market is in Good Shape
21 perc
1423. rész
Joining in on today's conversation is John Butler, North American Telecoms Reporter, on Direct TV rate hikes and the changes of consumer viewing habits. We also have John Pearson, CEO of DHL Express, on the business outlook, impact of trade and competing with Amazon. Also in studio is Kristina Hooper, Chief Market Strategist at Invesco, on Brexit, markets and current investment outlook.
If You Have Money in the Market, Stay with the Market (Podcast)
35 perc
1422. rész
On today’s show we have Janet Lorin, Bloomberg Endowments Reporter, on the latest on the college scandal bribes. Also joining is Ben Emons, Managing Director: Global Macro Strategy at Medley Global Advisors and a Bloomberg Opinion columnist, on the bond market, European assets, central banks and Brexit. We also have David Katz, President and CIO of Matrix Asset Advisors, on markets and his current investment outlook. We also have Lawrence Gasman, Founder and President of Inside Quantum Technology, can speak on Quantum Technology and investments. Lastly Kristine Owram, Bloomberg Reporter on Cannabis, discusses Peltz joining Aurora as a strategic advisor. Hosted by Abramowicz and Paul Sweeney.
Making Voting Easy for Military and Partial Disabilities (Podcast)
29 perc
1421. rész
Joining in studio is Max Nisen, Bloomberg Opinion Pharm and Health Care Columnist on Health care costs on big companies like Ford. Also joining in studio is Joel Stern, Chairman and CEO of Stern Value Management, on why Trump's policies will help avert a recession for several more years. Another guest in studio is Bradley Tusk, founder and CEO of Tusk Philanthropies, on their national effort to expand mobile voting: Denver will implement Tusk's blockchain-based mobile voting pilot in its May municipal election. And lastly we will have Chad Oviatt, Director of Investments for Huntington Private Banking on markets, sectors and companies.Hosted by Abramowicz and Paul Sweeney.
It's Always Time to Talk Donuts
27 perc
1420. rész
Seema Shah, Senior Consumer Analyst for Bloomberg Intelligence has her retail preview ahead of retail sales data release. Also in studio is Buzzy Geduld, CEO of Cougar Capital and Nancy Geduld Vice President and manager of the new Donut Pub. George Ferguson, Bloomberg Intelligence Senior Aerospace/Defense and Airline Analyst discusses the recent tragic events for the Boeing Max 737. Also joining in the studio is Bruce Linton, CEO of Canopy Growth, the largest Marijuana stock. Hosted by Abramowicz and Paul Sweeney.
Economy Is Strong But Beware Of Auto Tariffs: BNY's Levine:
30 perc
1419. rész
Alicia Levine, BNY Mellon Chief Strategist: Investment Management, discusses market reaction to jobs data and outlook for global markets. Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on oil markets in a holding pattern. Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on bond markets and investing outlook. Amanda Albright, Muni reporter for Bloomberg, discusses the SALT cap, and NJ's dismal weed tax forecast. (Alix Steel filling in for Lisa Abramowicz).
We're Pretty Late In The Credit Cycle: TCW's Rivelle
30 perc
1418. rész
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit market and current investment strategy. Shira Ovide, Bloomberg Opinion technology columnist, discusses why the business of Lyft and Uber are getting muddier to model. Bill Smead, CEO and CIO of Smead Capital Management, on how Kroger is investing in the customer of the future. Hosted by Abramowicz and Paul Sweeney. Amy Webb, professor of strategic foresight at the NYU Stern School of Business and the Founder of the Future Today Institute, discusses her new book, "THE BIG NINE: How the Tech Titans and Their Thinking Machines Could Warp Humanity."
2008 Crisis Lesson: Be Greedy When Others Are Fearful
29 perc
1417. rész
Charlie Bobrinskoy, Vice Chairman, Head of the Investment Group and Portfolio Manager at Ariel Investments, discusses markets, and weathering a downturn. Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on GE's power unit facing a multi-year slump. Max Nisen, Bloomberg Opinion health care columnist, on JNJ's new nasal spray for depression. Carl Riccadonna, Chief US Economist for Bloomberg Economics, on former NY Fed President Bill Dudley's column, "Don’t Assume The Fed Is Done Raising Rates." Hosted by Abramowicz and Paul Sweeney.
Target Will Benefit Most From Retailer Bankruptcies (Podcast)
30 perc
1416. rész
Burt Flickinger, Managing Director for Strategic Resource Group, on Target and Kohl's, and the retail landscape. Atish Davda, CEO of EquityZen, on the Lyft roadshow and upcoming IPOs. Shawn Matthews, CEO of Hondius Capital Management, on why it's a good time to sell into any good China trade deal news. Brendan Ahern, CIO of KraneShares, on why the rumors of the death of the Chinese consumer is exaggerated.
Market Surprise Will Be A Blowup From Europe: Ezrati
28 perc
1415. rész
Milton Ezrati, independent economics and investment strategy consultant and chief economist for Vested, discusses why Europe is a slow-moving car crash. Greg La Blanc, Lecturer at Haas School of Business and Berkeley Law School at the University of California Berkeley, discusses fintech innovation in the asset management industry. Steve Meyer, Head of Global Wealth Management Services at SEI, on the big changes in the financial services industry. Tom Orlik, Chief Economist for Bloomberg Economics, discusses the latest news on the US-China trade deal, and China's planned cut to the VAT for factories. Hosted by Lisa Abramowicz and Paul Sweeney, broadcasting live from the SEI Executive Conference in Scottsdale, AZ.
We Are In The Age of Surveillance Capitalism: Zuboff (Podcast)
30 perc
1414. rész
Shoshana Zuboff, Profesor Emerita At Harvard Business School, discusses her new book THE AGE OF SURVEILLANCE CAPITALISM: The Fight for a Human Future at the New Frontier of Power. Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, on Lyft's IPO. Victor Garcia, CEO Of CAI International (NYSE: CAI), on impact of tariffs, and how the rise of e-commerce has changed the landscape for shipping and logistics companies. Phil Orlando, Chief Equity Market Strategist at Federated Investors, on markets, the Fed and current investment strategy. Hosted by Lisa Abramowicz and Paul Sweeney.
Hi-Yield Opportunity In Beat-Down California Utilities (Podcast)
28 perc
1413. rész
Greg Hahn, President and CIO of Winthrop Capital Management, on his current investment outlook and opportunities in high yield. Dr. Sam Natapoff, President of Empire Global Ventures, on China trade talks following Lighthizer's hearing. Evan Clark, Deputy Managing Editor for WWD, on retailers searching for the model of the future. David Welch, Detroit Bureau Chief, on how new forms of mobility are making privately owned cars obsolete. Hosted by Abramowicz and Paul Sweeney.
GE's Danaher Deal Doesn't Solve Its Problem With Growth
29 perc
1412. rész
Brooke Sutherland, Bloomberg Opinion industrials columnist, on GE selling its BioPharma business to Danaher for $21.4 billion. Leland Miller, CEO of China Beige Book International, on the progress in US-China trade talks and deleveraging in China. John Kilduff, Founding Partner at Again Capital, on how Trump's tweet criticizing high oil prices may indicate a softening towards clamping down on Iranian sanctions waivers. Katherine Chiglinsky, U.S. finance reporter, on Berkshire Hathaway's annual letter and earnings results. Hosted by Abramowicz and Paul Sweeney.
Mueller Report Likely To Impugn The President: Waxman (Podcast)
30 perc
1411. rész
Seth Waxman, former federal prosecutor and Partner at Dickinson Wright, on the legal issues swirling around the Mueller report, reported to be filed as early as next week. Chris Greiner, CFO of LivePerson, on how robots will increasingly answer corporate calls. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on the VRDO price-fixing lawsuits against major banks. Rob Waldner, Chief Strategist and Head of Multi-Sector Invesco Fixed Income, on bond markets and his 2019 outlook. Hosted by Abramowicz and Paul Sweeney.
Facebook Will Have To Rein In Sale Of Data: McNamee (Podcast)
31 perc
1410. rész
Tech venture capitalist Roger McNamee, Founder of Elevation Partners, discusses his new book, "ZUCKED: Waking Up to the Facebook Catastrophe." Andy Browne, Editorial Director for Bloomberg New Economy Forum, on U.S.-China trade negotiations, and China banning Australia coal imports as retaliation for Huawei ban. Randy Frederick, VP of Trading and Derivatives at Schwab, discusses market behavior, and current investment outlook. David Ritter, Payments and Specialty Finance Analyst for Bloomberg Intelligence, on Apple and Goldman testing a jointly developed credit card. Hosted by Lisa Abramowicz and Paul Sweeney.
EM Optimism Has Been Overblown: Brown Brothers' Thin
28 perc
1409. rész
Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the U.S. push for a stable yuan, and his outlook for EM. Danielle DiMartino Booth, CEO of Quill Intelligence LLC, author of "FED UP: An Insider’s Take on Why The Federal Reserve is Bad For America," and a Bloomberg Opinion columnist, discusses the Fed’s big policy reversal. Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, discusses how markets were ahead of analysts on the current earnings recession. Shahien Nasripour, reporter for Bloomberg, on how Deutsche Bank weighed restructuring Trump loans on fear of default risks. Hosted by Abramowicz and Paul Sweeney.
Sanders Announces Presidential Run: Greg Valliere
27 perc
1408. rész
Greg Valliere, chief U.S. policy strategist, AGF Investments, on Senator Bernie Sanders announcing a second White House bid. Burt Flickinger, Managing Director at Strategic Resource Group, discusses Walmart's fourth-quarter earnings report. Bloomberg's Craig Torres on challenges the Fed faces communicating the direction of the economy. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, talks about his outlook for financial markets. Hosted by Alix Steel and Paul Sweeney.
Amazon's Erstwhile NYC Site Will Lure In New Money
30 perc
1407. rész
Ken Weissenberg, Partner-in-Charge: Real Estate, at EisnerAmper, on how real estate values will react to Amazon backing out of NYC HQ. Anna Edgerton, congressional reporter for Bloomberg, on Trump invoking emergency powers to build his border wall. Michael Temple, Director of Corporate Credit US at Amundi Pioneer, on global bond markets. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on infrastructure, Amazon, and high speed rail. Hosted by Abramowicz and Paul Sweeney.
Retail Sales Numbers Are Just Wrong: Craig Johnson
27 perc
1406. rész
Craig Johnson, President of Customer Growth Partners, and Carl Riccadonna, Chief US Economist for Bloomberg Economics, on retail sales posting the worst drop in nine years. Ken DeCubellis, the current CEO of Black Ridge and future CFO of AESE, and Frank Ng, current CEO of Ourgame International and future CEO of AESE, discuss their impending merger and what it will mean for esports and the investment community. Peter Andersen, Founder of Andersen Capital Management, LLC, on markets, current investment strategy, and why Nvidia is a buy. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Airbus scrapping its A380 jumbo plane amid an industry shift to smaller planes. Hosted by Abramowicz and Paul Sweeney.
Teva's Future Lies In Branded Drugs As Generics Sink (Podcast)
31 perc
1405. rész
Teva Pharmaceutical’s CEO Kare Schultz discusses the earnings shortfall, product pipeline, and moving into biotech drugs. Matt Rodrigue, Managing Director at Miller Buckfire, a Stifel company, represented the largest organized creditor in the Puerto Rico bankruptcy case and discusses the restructuring plan. Joe Perry, Tax Leader at Marcum, on how the Trump tax cut is creating many surprises for American tax payers. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on outlook for US markets, earnings season and investment strategies. Hosted by Abramowicz and Paul Sweeney.
China's Debt Poses Much Greater Threat Than Trade
29 perc
1404. rész
John Authers, Senior Editor for Bloomberg Markets, on the China trade negotiations and impact to markets. Bloomberg Opinion columnists Tara Lachapelle and Sarah Halzack discuss how media companies are grappling with pricing and content, in a landscape where consumers continue to choose "free." Chris McCann, Chris McCann, CEO of 1-800-FLOWERS.COM, on Valentine's Day gifting season, incorporating AI technology, and trends in consumer behavior. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on U.S. budget negotiations could impact debt markets, and Fed's Mary Daly's comments on QE. Hosted by Abramowicz and Paul Sweeney.
Home Values Will Decline In Coastal Cities: Mohtashami (Podcast)
30 perc
1403. rész
Logan Mohtashami, Senior Loan Officer for AMC Lending Group, on the slowdown in the housing market. Peter Tchir, Head of Macro Strategy at Academy Securities, on markets and current investment strategy. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on two large Chinese borrowers missing payment deadlines. Austin Carr, technology reporter for Bloomberg, on why taxpayers have a lot to lose in the Foxconn and Amazon headquarter deals. Hosted by Abramowicz and Paul Sweeney.
Former CIA Ops Chief: In the Long Game, Maduro Goes
30 perc
1402. rész
Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses North Korea, Venezuela and the mid-east. Burt Flickinger, Managing Director at Strategic Resource Group, on what Eddie Lampert is doing with Sears, and winners and losers in bricks-and-mortar retail. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on the outlook for a China trade deal after Trump calls off his meeting with Xi. Mike McGlone, commodity strategist for Bloomberg Intelligence, on iron ore powering to its highest level since 2014, as the Vale mine crisis intensifies.
BB&T, Suntrust Merger Follows Key Fed Rule Change (Podcast)
30 perc
1401. rész
Chris Whalen, Chairman of Whalen Global Advisors, and Arnold Kakuda, Senior Credit Analyst: Global Banking Sector for Bloomberg Intelligence, on BB&T Corp.'s merger with SunTrust Banks and what it bodes for the banking sector. Kevin Giddis, Head of Fixed Income at Raymond James, on the Fed, Treasury auctions, and bond markets. Alex Webb, European Technology columnist for Bloomberg Opinion, on Facebook’s advertising model under attack by German antitrust regulators. Ken Shea, Senior Analyst Global Food, Beverages & Tobacco for Bloomberg Intelligenece, on Tyson and Kellogg earnings. Hosted by Abramowicz and Paul Sweeney.
Trump Is Beginning To Cave On North Korea: Eli Lake (Podcast)
30 perc
1400. rész
Eli Lake, Bloomberg Opinion columnist covering national security, on how Trump is beginning to cave on North Korea, and what the U.S. is doing in Venezuela. Porter Bibb, Managing Partner for MediaTech Capital Partners, on media earnings and the battle for subscribers. Author Jim Krane, fellow in energy studies at Rice University's Baker Institute in Houston, discusses his new book, "Energy Kingdoms: Oil and Political Survival in the Persian Gulf." Lanhee Chen, Research Fellow at the Hoover Institution, on the key takeaways from the State of the Union and the Democratic response. Hosted by Lisa Abramowicz and Paul Sweeney.
Puerto Rico Emergency Funds Are Protected: Rossello (Podcast)
30 perc
1399. rész
Puerto Rico Governor Ricardo Rosello discusses the post-hurricane recovery funds being threatened by President Trump, the State of the Union, and the bond restructuring. Dan Solender, Partner and Head of Municipal Bonds at Lord Abbett, and Michelle Kaske, Puerto Rico reporter for Bloomberg, on Puerto Rico winning approval for its plan to restructure more than $17 billion of sales-tax bonds. William Drewry, Founding Partner at Pursuit Advisory, on how new media companies can't compete with the behemoths like Google and Facebook. Tom Kennedy, Global Head of Fixed Income, J.P. Morgan Private Bank, on bond markets, the Fed and current investment outlook.
Crackdown on China Tech Could Create Two 5G Markets (Podcast)
29 perc
1398. rész
Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on China trade talks and what the Huawei charges could mean for 5G networks. Peggy Collins, Investing Team Leader for Bloomberg, on "Bond King" Bill Gross retiring after four decades in the industry. Ian Webber, CEO of Global Ship Lease (NYSE: GSL), on the global trade environment and impact of trade negotiations, and the company's recent merger. Jon Swallen, Chief Research Officer: North America at Kantar Media, on Super Bowl advertising. Hosted by Lisa Abramowicz and Paul Sweeney.
PGIM Plans to Reduce Credit Risk In This Year’s Rallies (Podcast)
31 perc
1397. rész
Mike Collins, Senior Portfolio Manager at PGIM Fixed Income, on the bond market and current portfolio positioning. Jonathan Tyce, Senior EU Banks analyst for Bloomberg Intelligence, on Deutsche Bank's earnings and outlook: can this bank survive? John Kilduff, Founding Partner of Again Capital, on Big Oil earnings, and oil price outlook. Shira Ovide, Bloomberg Opinion technology columnist, on Amazon's earnings picture and other Big Tech earnings. Hosted by Lisa Abramowicz and Paul Sweeney.
Introducing Behind the Scenes, a New Show
1 perc
1396. rész
P+L co-host Lisa Abramowicz sits down with Cumberland Advisors Co-Founder David Kotok to talk about his career path, stand out moments, and the advice he gives current students in business school.
Tesla May Have Much Less Cash Than Reported: Johnson (Podcast)
31 perc
1395. rész
Gordon L. Johnson, Managing Director and analyst at Vertical Group, on why he would be aggressively adding to any Tesla short position here. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook earnings and outlook--and why Amazon may have the advantage in the advertising front. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on how a new Venezuela can avoid the oil curse. Leland Miller, CEO of China Beige Book, on how investors are misunderstanding the economic weakness in China. Hosted by Lisa Abramowicz and Paul Sweeney.
Trump and China’s Xi Heading Towards Superficial Treaty (Podcast)
31 perc
1394. rész
Dr. Sam Natapoff, President of Empire Global Ventures, on the difficulty in China trade talks and the Brexit vote outcome. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on how content has been driving earnings in media and telecoms like Apple and AT&T. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on Apple earnings and outlook. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on where the Fed balance sheet could end up after tightening. Hosted by Abramowicz and Paul Sweeney.
The Fed Is Guessing As it Plays With Fire: David Kotok
36 perc
1393. rész
David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on what to expect from the Fed on the balance sheet, and his outlook for markets. Therese Raphael, Bloomberg Opinion editor, on the stakes at play for today's Brexit vote in Parliament. Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on the Huawei charges and how this will impact US-China trade relations. Shira Ovide, Bloomberg technology columnist, on what to expect from Apple and other big tech reporting earnings this week. Hosted by Abramowicz and Paul Sweeney.
America Is Lagging In The 5G Race: Harvard's Crawford (Podcast)
27 perc
1392. rész
Susan Crawford, Harvard Law professor and former Special Asst. for Science, Technology, and Innovation Policy during the Obama administration, discusses her new book, "FIBER: The Coming Tech Revolution—And Why America Might Miss It." Bill Barker, Portfolio Manager of the Motley Fool Small Mid-Cap Growth Fund, on why it’s a good time for both growth and value investors in mid-caps. Jeff Saut, Chief Investment Strategist: Equity Research at Raymond James, on why he's bullish on equities in 2019. Karen Ubelhart, Industrials Analyst for Bloomberg Intelligence, on Caterpillar's biggest quarterly profit miss in a decade as a China slowdown hit demand. Hosted by Lisa Abramowicz and Paul Sweeney
PG&E’s 2017 Verdict Doesn’t Ensure The Same For 2018 (Podcast)
29 perc
1391. rész
Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on why it may be too little, too late, for PG&E. Yacov Arnopolin, Portfolio Manager: Emerging Markets at Pimco, on Venezuela, and outlook for EM markets. Mike McGlone, commodity strategist for Bloomberg Intelligence, on bitcoin’s evolution to digital gold. Martin Kremenstein, Head of ETFs at Nuveen,on ETF trends, growth in ESG assets and opportunities in fixed income ETFs. Hosted by Abramowicz and Paul Sweeney.
Venezuela Bonds Have More Upside On Regime Change
33 perc
1390. rész
Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on Venezuelan assets, as the opposition government tries to seize power. Javier Blas, Chief Energy correspondent for Bloomberg Intelligence in London, on oil markets and reaction to turmoil in Venezuela. Mike Konzen, CEO of a leading design & architecture firm PGAV Destinations, on designing thrill, the future of travel and 2019 trends. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on airline earnings. Hosted by Lisa Abramowicz and Paul Sweeney.
UBS Warns Worst May Not Be Over
28 perc
1389. rész
Patrick Winters, Bloomberg News Swiss Finance Reporter, will discuss his story on UBS warning that the worst may not be over after clients pulled $13 billion in assets during a market meltdown in the final months of 2018. Michael Hirson, Director: Asia at Eurasia Group, discusses China economy and trade negotiations. Stewart Glickman, Head of Energy Research at CFRA Research, discusses oil and earnings. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, gives his outlook for financial markets. Hosted by Paul Sweeney and Lisa Abramowicz.
Fed Rate Hikes Are More Likely Post Trade Deal: Gaffney (Podcast)
28 perc
1388. rész
Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on China offering a path to close the trade gap and impact to markets. Paul Light, Professor of Public Service at New York University, on the shutdown has putting a spotlight on the growth of contracted government employees, as the number of full-time employees has stagnated. Brendan Brown, Senior Fellow at The Hudson Institute, on why a“no deal Brexit” is the most likely-and best-outcome for freedom and prosperity in the UK and Europe. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on Tesla cutting 7% of its staff and warning of a difficult road ahead. Hosted by Abramowicz and Paul Sweeney.
Fed Is The Most Frequent Murderer Of Economy: Bianco (Podcast)
32 perc
1387. rész
Jim Bianco, President and Founder of Bianco Research and a Bloomberg Opinion columnist, on markets and the outlook for a recession. Peter Elliot, Editor for Bloomberg Reserve and food and wine expert, discusses how fine dining may be becoming out of reach --except for the extremely wealthy. Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on Morgan Stanley and banks outlook. Ben Steverman, personal finance editor for Bloomberg, on the legacy of Jack Bogle, the founder of Vanguard who advocated low fees. Hosted by Abramowicz and Paul Sweeney.
The Pound Could Drop 5 to 10 Percent If May Loses Vote (Podcast)
28 perc
1386. rész
Dr. Sam Natapoff, President of Empire Global Ventures, on the Brexit vote outcome. Hosted by Abramowicz and Paul Sweeney. Mark Douglas, CEO of Steelhouse, on Netflix raising prices and why this indicates it will be a blowout quarter. Kevin Hart, Founder and CEO of Green Check Verified (GCV) on their cloud-based technology platform that manages regulatory issues for the legal cannabis space. Chris Flavelle, Climate Policy Reporter for Bloomberg, on why the shutdown could get a lot worse, as agencies remain shuttered and Trump orders thousands of federal employees back to work without pay.
Bank Stocks Haven't Priced In Credit Disappointments (Podcast)
28 perc
1385. rész
Charles Peabody, President of Portales Partners LLC, on bank earnings and outlook. Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on why Theresa May is a dead woman walking. George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on China's economic outlook and how this plays into trade negotiations. Drew Armstrong, U.S. Healthcare team leader for Bloomberg, on Walmart leaving CVS's pharmacy network.
China's Private Sector Pressuring Xi For Open Economy (Podcast)
29 perc
1384. rész
Andrew Browne, Bloomberg Editorial Director for New Economy Forum, on how Trump has hidden allies behind China lines in the trade war. Yalman Onaran, Senior Finance Writer for Bloomberg, on Citibank and bank earnings. Chris Russo, Head of Houlihan Lokey's Sports Practice, on pro-sports M&A, esports valuations, and whether momentum for sports gambling will continue. David Kudla, Founder and CEO of Mainstay Capital Management, on the big news out of the North American International Auto Show in Detroit.
Trump's Immigration Stance Hurts US Economy: Cato's Bier (Podcast)
31 perc
1383. rész
David Bier, Policy Analyst for the Cato Institute, on border wall standoff and whether President Trump's wall and immigration proposals are the best for national security. Tom Atteberry, Partner and Portfolio Manager at FPA (First Pacific Advisers), discusses why investors aren't being compensated for credit and duration risk. James McCormack, Global Head Global Sovereigns and Supranational at FitchRatings, on why they issued a warning for U.S. sovereign debt. Francois Sonneville, Senior Beverage Analyst at Rabobank, on Anheuser-Busch InBev considering an initial public offering of its Asian operations. Hosted by Pimm Foxx and Lisa Abramowicz.
Federated's Orlando: Bullish on Stocks, S&P at 3100 (Podcast)
28 perc
1382. rész
Phil Orlando, Chief Equity Market Strategist at Federated Investors, on why he's bullish on U.S. equities. Steve Blitz, Chief Economist at TS Lombard, on what the Fed will do this year. Matt Boyle, Global business reporter for Bloomberg, on retailers casting doubt on what was supposed to be a strong holiday season. Stephen Schork, President of the Schork Group, on oil and gas markets. Hosted by Pimm Foxx and Lisa Abramowicz.
Trump Needs China Trade Deal Now Before Optimism Fades (Podcast)
32 perc
1381. rész
Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on U.S.-China trade talks, and how China’s weakening economy is impacting the negotiations. Jim Vogel, Interest Rate Strategist for FTN Financial, on the weak demand at the Treasury auction, and Fitch sending the U.S. a triple-A rating warning over the shutdown and debt ceiling. Ramesh Ponnuru, Senior Editor at National Review and a Bloomberg Opinion columnist, on Trump's immigration speech, and how the GOP is handling Trump's wall and shutdown. Ferdinando Giugliano, Bloomberg Opinion editor and economics columnist for La Repubblica, on why Italy's Five-Star revolution is already over. Hosted by Pimm Foxx and Lisa Abramowicz.
Trump Can't Use 'Emergency' To Fund Wall: Feldman (Podcast)
31 perc
1380. rész
Noah Feldman, Harvard Law professor and a Bloomberg Opinion columnist, discusses his column: "No ‘Emergency’ Will Allow Trump to Build His Wall." Leland Miller, CEO of China Beige Book International, on China trade negotiations and China's debt problem. Damian Sassower, Chief Emerging Market Credit Strategist for Bloomberg Intelligence on how the $225 billion of maturing EM dollar debt in 2019 will impact the market. Keith Merker, CEO of WeedMD (TSXV:WMD), on the acute cannabis supply shortage in Canada, and the Canadian recreational market. Hosted by Pimm Fox and Lisa Abramowicz.
China's Surging Interest Bill Underscores Debt Strain (Podcast)
30 perc
1379. rész
Victor Shih, associate professor of political economy at UC San Diego, on how the interest payments alone on China's debt servicing is 22% of the country's GDP. Chris Nagi, Executive Editor: Equities for Bloomberg, on big brokers including Morgan Stanley and UBS Group, forming a new stock market to compete with the NYSE, Nasdaq and Cboe. Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on PG&E mulling bankruptcy, and what the most likely outcome is. David Katz, President and CIO of Matrix Asset Advisors, on his current investment outlook, and why he's adding to Apple. Hosted by Pimm Foxx and Lisa Abramowicz.
Fed Chair Powell Should Love This Jobs Report: McCarthy (Podcast)
32 perc
1378. rész
Dr. Ward McCarthy, Chief Economist for Jefferies, and Matt Boesler, Bloomberg Fed reporter, discuss the blowout jobs report and the Fed. Jason Schenker, President of Prestige Economics, Chairman of The Futurist Institute, and Bloomberg Opinion columnist, on the economy and 2019 outlook for markets. Marty Schenker, Chief Content Officer for Bloomberg, on the latest White House news, the shutdown, and Nancy Pelosi in the House. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on investors pouring money into ETFs, and looking for yield in smaller liberal-arts colleges. Hosted by Pimm Foxx and Lisa Abramowicz.
Apple's Explanation For Revenue Plunge Doesn't Cut It (Podcast)
28 perc
1377. rész
Shira Ovide, Bloomberg Opinion technology columnist, on Apple slashing its revenue forecast on China trade woes and a declining smartphone market. Alan Baum, auto analyst and Principal at Baum and Associates, on auto sales and outlook. Matt Maley, Equity Strategist for Miller Tabak + Co., on why near-term pain will result in long-term gain. Vincent Cignarella, Global Macro Strategist for Bloomberg, on the yen "flash crash," and how global markets are reacting to Apple news.
Slowing China Manufacturing May Benefit Global Economy (Podcast)
29 perc
1376. rész
Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on why a slowing China isn't necessarily a bad thing for the global economy. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, discusses Tesla missing estimates on Model 3 deliveries. Anne Stevenson-Yang, co-founder and research director of J Capital Research Ltd. and Bloomberg Opinion contributor, on why Trump's China strategy isn't working. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, on why investors should buy gold. Hosted by Pimm Foxx and Lisa Ambramowicz.
Eaton Vance Sees Buying Opportunities in HY, IG Credit
31 perc
1375. rész
Henry Peabody, Vice President and portfolio manager for Eaton Vance, on opportunities and risks in the credit markets. Michael Hirson, Director: Asia for Eurasia Group, on China economic data, and outlook for trade negotiations. Chris Macke, founder of Solutionomics, on the broken promises of the Trump tax cut. Michael Bruemmer, Vice President of Data Breach Resolution at Experian, on the top cyber threats for 2019.
This One Weird Number Explains Everything: DataTrek's Colas
29 perc
1374. rész
Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on what's behind the volatile trading week and why the market hasn't yield the long-term results that investors expected. Dr. Sam Natapoff, President of Empire Ventures, on why the UK will see a second referendum on Brexit. Erik Wasson, congressional reporter for Bloomberg, on what's next for the government shutdown.
Don't Turn Your Back On Energy Stocks At These Prices
33 perc
1373. rész
Stephen Guilfoyle, Founder and President of Sarge986 LLC, on what’s driving stock market fluctuations, and why he's buying energy. Atish Davda, CEO of EquityZen, discusses his 2019 IPO outlook, including the companies most likely to go public. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on the Saudi cabinet shake-up, and geopolitics in the middle east. Craig Johnson, President of Customer Growth Partners, on holiday retail, and impacts of gasoline price declines/hikes on consumer and retail spending. (Romaine Bostick filling in for Lisa Abramowicz.)
I Don't See A Recession In 2019: Cumberland's Kotok
35 perc
1372. rész
David Kotok Chairman & Chief Investment Officer of Cumberland Advisors, on markets, why munis are a buy, and outlook for bonds and markets. Marty Schenker, Chief Content Officer for Bloomberg, on the chaos enveloping the Trump Administration and the path forward for Congress. Chris Whalen, Chairman of Whalen Global Advisors, on why Mnuchin's tweet about discussions with bank CEOs was not helpful. Avani Ramnani, Director: Financial Planning and Wealth Management at Francis Financial, on how people should prepare or position their portfolios for a down market in 2019. Hosted by Pimm Foxx and Romaine Bostick (filling in for Lisa Abramowicz.)
Fed Will Struggle to Cut Balance Sheet to $3 Trillion (Podcast)
33 perc
1371. rész
Nathan Sheets, Chief Economist and Head of Global Macroeconomic Research for PGIM Fixed Income, on the Fed, the balance sheet, and the global economy. Rob Lefferts, Microsoft’s Corporate Vice President of Security, on China’s hacking campaign, the talent shortage in security, and the journey to end passwords. Toby Harshaw, National security writer for Bloomberg Opinion, on why Trump's Syria pullout is a grave mistake. Matt Desch, Iridium CEO, on the final launch of the Iridium NEXT satellite constellation with SpaceX, partnering with Amazon Web Services, and why the stock is a BUY now. Hosted by Pimm Foxx and Lisa Ambramowicz.
China Intellectual Property Poses Biggest Thorn For U.S. (Podcast)
26 perc
1370. rész
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the biggest issue the U.S. has with China. John Kilduff, Founding Partner of Again Capital, on where oil price is heading. Daryl Fairweather, Chief Economist for RedFin, on why it's a buyers' housing market. Mark Douglas, CEO of Steelhouse, on how Facebook gave Microsoft, Amazon and other tech giants more intrusive access to your personal data than it ever disclosed.
Banks Poised to Suffer Losses On Buyout Loans: Peabody (Podcast)
29 perc
1369. rész
Charles Peabody, President of Portales Partners LLC, on the outlook for banks: have they seen the bottom or is there more pain to come? Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund at Algebris Investments, on why European credit offers the best value right now. Bess Freedman, recently appointed as Brown Harris Steven’s first ever CEO, discusses the housing market and luxury real estate trends in the New York, Hamptons, Palm Beach, and Miami markets. Rachel Evans, cross-asset reporter for Bloomberg, on how ESG investing has lost its way. Hosted by Pimm Foxx and Lisa Ambramowicz.
It's Premature To Start Celebrating the Death of Obamacare (Podcast)
32 perc
1368. rész
Max Nisen, Bloomberg Opinion health care columnist, discusses his column, "Celebration of Obamacare’s Death Is Again Premature." Alex Spinelli, former head of Amazon’s Alexa, discusses his new AI creation – “Maven," his big initiative as Global CTO of AI bot maker LivePerson. Brendan Ahern, CIO of KraneShares, on China’s weak economic data, and current investment strategies. Matt Toms, CIO of Fixed Income at Voya Investment Management, to discuss his 2019 outlook for fixed income. Hosted by Pimm Foxx and Lisa Ambramowicz.
Xi Sees Tariffs As Aggravation He Doesn't Need: Magnus (Podcast)
30 perc
1367. rész
George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on the slowdown in China’s economy, and China-U.S. trade relations. Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, discusses his column: "Trump’s Tweeting His Post-Presidency Defense Now." Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on bond markets and her outlook for 2019. Sheryl Connelly, Ford's futurist, discusses 2019 trends in technology and artificial technology.
Pimco Sees Short-Term Opportunities, Long-Term Pain In Corporate Credit
37 perc
1366. rész
Dan Ivascyn, Chief Investment Officer of PIMCO overseeing $1.7 trillion in assets, and manager of the world’s biggest actively-managed bond fund, discusses everything from leveraged loans to Brexit to emerging markets. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on the reversal of globalization, as Apple expands its operations in Austin and other U.S. locations. Josh Eidelson, labor reporter for Bloomberg, on workers trying to form a union for Amazon’s new NYC location.
GFG Plans On Producing 5 Millions Tons Of Steel in U.S. (Podcast)
28 perc
1365. rész
Grant Quasha, CIO of GFG Alliance USA, on global steel markets, on why his company is betting on U.S. steel. Richard Conn, Managing Partner of Eurasia Advisors, on Trump and Putin, what to expect from the Butina plea deal, and the impact to U.S.-Russia relations. vCaleb Melby, Financial Investigations Reporter for Bloomberg, on the growing conflicts of interest and investment exploitation of real estate development in opportunity zones. Greg Hahn, President and CIO of Winthrop Capital Management, with their current investment outlook.
U.S. Should Follow The EU's Footsteps To Tackle Google (Podcast)
29 perc
1364. rész
Jim Anderson, CEO of Socialflow, on the key takeaways from Google CEO Pichai's testimony before Congress. Neal Dingmann and Welles Fitzpatrick, Managing Directors at SunTrust Robinson Humphrey covering the E&P sector, discuss energy stocks and valuations. Michael Smart, Managing Director at Rock Creek Global Advisors and former International Trade Counsel on the Senate Finance Committee, on China trade negotiations. David Welch, Detroit Bureau Chief for Bloomberg, on which automakers would be impacted by China cutting auto tariffs.
Leveraged-Loan Tourists Are Waking Up To Big Risks
33 perc
1363. rész
Tom Kennedy, Head of Fixed Income Strategy, J.P. Morgan Private Bank, discusses how widening credit spreads are impacting the leveraged loan market. Therese Raphael, Bloomberg Opinion columnist, and John Authers, Senior Editor for Bloomberg Markets, on Theresa May canceling the Brexit vote, and impact to markets. Ron Quaranta, Chairman and Chief Executive Officer of Wall Street Blockchain Association, on the crypto sell-off and outlook for blockchain. Scott Flanders Chief Executive Officer and Board Member of eHealth, on ACA enrollments and consolidation in the health care industry. Hosted by Pimm Foxx and Lisa Ambramowicz.
Russia Has Emerged As A Critical Broker In Global Oil Markets
31 perc
1362. rész
Meghan O'Sullivan, professor of international affairs at Harvard’s Kennedy School, a senior fellow at the Council on Foreign Relations, and a Bloomberg Opinion columnist, discusses why oil prices have plenty of room to fall. Tom Gimbel, CEO of global staffing company LaSalle Network, on how the job sector is as strong as it's ever been. Noah Smith, Bloomberg Opinion columnist, discusses his column: "U.S. Poverty Is Greater Than Statistics Indicate." Paul Sweeney, U.S. Director of Research and Senior Media & Internet Analyst for Bloomberg Intelligence, on Dish’s Ergen sending a message to the industry with a blackout of HBO. (Paul Sweeney filling in for Pimm Fox.)
OPEC Cancels Press Conference In Unusual Move: Schenker (Podcast)
30 perc
1361. rész
Jason Schenker, President of Prestige Economics and Chairman of The Futurist Institute, discusses the cancelled OPEC meeting in Vienna. Woo Jin Ho, Technology analyst for Bloomberg Intelligence, and Mike McKee, International Economics & Policy Correspondent for Bloomberg, discuss the arrest of Huawei's CFO, and how that may impact trade negotiations and other Chinese tech companies. Gerald Guterman, Senior Principal Partner at Guterman Partners, LLC, on when it's time to buy multi-family real estate. Barak Rabinowitz, Managing Partner of F2 Capital, on VC investing in technology during a seller's market. Hosted by Pimm Foxx and Lisa Ambramowicz.
Agricultural Economy Is Softer, More Vulnerable Now: CoBank CEO
28 perc
1360. rész
Tom Halverson, CEO of CoBank, discusses the agricultural economy, as trade tariffs take their toll. Clive Crook, Bloomberg Opinion editor, on the EU ruling that the U.K. should be allowed to reverse Brexit, and former BOE Governor Mervyn King blasting May's plan. Marianna Goldenberg, Founder of CURO Wealth Management, on how clients are rushing in to settle divorces ahead of tax changes in 2019. Tim Dissette, Senior Partner at Infinitas, on the fastest pace of consolidation he's ever seen in the financial adviser industry. Broadcasting Live from Commonwealth's "Power In Practice Alumni Workshop" in Orlando. Hosted by Pimm Foxx and Lisa Ambramowicz.
Higher-End Housing In U.S. Could See 30-50% Price Drop (Podcast)
30 perc
1359. rész
Jeanie Wyatt, CEO and CIO of South Texas Money Management, discusses markets, risks in the housing sector, and her current stock picks. Ellen Wald, President of Transversal Consulting and Nonresident Senior Fellow at the Atlantic Council's Global Energy Center, on Qatar announcing they will leave OPEC next month. Mike McDonough, Chief Economist: Financial Products at Bloomberg LP, on Trump's trade cease-fire. Greg Steltenpohl, co-founder and CEO of Califia Farms, and former co-founder of Odwalla Juice Company, on scaling a product from sidewalk to a publicly traded company. Hosted by Pimm Foxx and Lisa Ambramowicz.
Argentina Is Biggest Risk Facing Emerging Market Credit
28 perc
1358. rész
Damian Sassower, Chief Emerging Markets Strategist for Bloomberg Intelligence, on G20 and emerging markets. Jonathan Tepper, Founder of Variant Perception and Bloomberg Opinion columnist, discusses his column, "U.S. Corporations Are Winning War on Capitalism." Mark Chediak, energy reporter for Bloomberg, on California mulling a different structure for beleaguered utility PG&E, after the wildfires. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on GM’s pullback imperiling cities where its factories are a tax lifeline.
Deutsche Bank’s Board Can't Seem To Grasp Corporate Governance
29 perc
1357. rész
Lionel Laurent, Bloomberg Opinion columnist, discusses his column, "Deutsche Bank’s Control Failings Become Acute," following a raid on the company related to money-laundering. June Grasso, Legal Analyst and host of Bloomberg Law, and Larry Liebert, National Security editor for Bloomberg, on Michael Cohen pleading guilty to lying to Congress. Ontario Finance Minister Vic Fedeli discusses cutting the deficit, the Ontario economy, and the struggle with cannabis legalization. Easton LaChapelle, Founder of Unlimited Tomorrow, on producing advanced and realistic prosthetics using 3D printing.
Tariffs Driving Some Production Back To China: Volvo CEO
32 perc
1356. rész
Volvo CEO Hakan Samuelsson, on why they’re at the LA Auto show without any cars on the stand, the global demand cycle for autos, and thoughts on GM. Frans Muller, President & CEO of Ahold Delhaize, on consolidation in the U.S., the growth of online, and changing consumer food habits. Lloyd Minor, Dean of the Stanford University School of Medicine, on how technology is transforming the future of healthcare. Michael Rea, Founder and CEO of RX Savings Solutions, discusses the company’s recent deal to provide an online prescription-savings tool to large employer plans, and what to expect on drug pricing.
"Goldilocks" Era Will End For The U.S. Next Year: Bill Rhodes
29 perc
1355. rész
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China, what to expect at G20, and investing in Mexico. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses: the response to Putin’s Ukraine aggression; the Mexico border situation. Emily Roland, Head of Capital Markets Research at John Hancock Investments, on why she's preparing to get defensive.
It's Very Implausible That Powell Will Pause To Please Markets
29 perc
1354. rész
John Authers, Senior Editor for Bloomberg Markets, on markets and the Powell "put." David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook's corporate governance, and outlook for COO Sheryl Sandberg. David Welch, Detroit Bureau chief for Bloomberg, on GM planning to cut 10,000 jobs and close five North America plants. Fernando Camara, Founder and CEO of Skyhour, a platform that enables users to gift and receive air travel time in the form of skyhours: one skyhour equals one hour in the sky for $60.
Bitcoin Sell-Off Reflects Volatility--Not A Bursting Bubble
28 perc
1353. rész
CoinShares Chairman Danny Masters discusses the sell-off in bitcoin and what it signifies. Ken Monaghan, Amundi Pioneer Co-Director of High Yield, discusses the high yield landscape and whether it's time to buy. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on what Apple supplier woes are saying about the company and the smartphone market. Marvin Loh, Global Macro Strategist at State Street, on his economic outlook, Italy contagion, the Fed's hiking path, the deficit and trade impact.
Monopolies In The U.S. Have Threatened Our Democracy: Tim Wu
33 perc
1352. rész
Tim Wu, author and Professor at Columbia Law School, discusses his new book, "THE CURSE OF BIGNESS: ANTITRUST IN THE NEW GILDED AGE." Leslie Wohlman Himmel, Co-Managing Partner at Himmel + Meringoff Properties, on how Amazon’s new headquarters will impact the New York City real estate market. Lionel Laurent, Bloomberg Opinion columnist covering finance and markets, on the bitcoin sell-off. David P. Willard, Founder, CEO & Managing Partner at 52 Capital Partners, LLC, on why the slowdown in China M&A may not last.
Auto Icon Carlos Ghosn Could Be Facing A Catastrophic Ending
19 perc
1351. rész
David Welch, Detroit Bureau Chief, and Matt Miller, co-anchor of Bloomberg’s European Open, on Nissan CEO Carlos Ghosn arrested over financial improprieties. Peggy Collins, Bloomberg Investing Team Leader, on Abby Johnson preparing Fidelity for a $22 trillion shift in assets to women. Anne Mathias, Vanguard’s Global Rates and FX Strategist, discusses how China trade negotiations are impacting markets, and what to expect from the Fed.
The Bottom Line Is California Won't Allow PG&E To Fail
28 perc
1350. rész
Kit Konolige, Senior Industrials and Utilities Analyst for Bloomberg Intelligence, on PG&E soaring after regulator signals it doesn’t have bankruptcy interest. Brendan Brown, Chief Economist and Head of Economic Research at Mitsubishi UFJ Securities, discusses Brexit, the global economy, and themes from his new book, "The Case Against 2 Per Cent Inflation." Adnan Durrani, CEO and Founder of Saffron Road, on the global shift away from processed food, and towards smaller, organic brands. Therese Raphael, Bloomberg Opinion Editor, discusses her column, "The Problem Isn’t Theresa May. It’s Brexit."
People Voted On Health Care, Not The Economy: Rep. Eshoo
32 perc
1349. rész
Rep. Anna Eshoo, D-CA, discusses health care legislation and what the Democrats have in store when they take over the House in January. Chris Ailman, Chief Investment Officer at CalSTRS Investments, on banding together with other investors representing more than $4.8 trillion in assets to pressure gun manufacturers and sellers on gun safety. Tom Gann, Chief Public Policy Officer at McAfee, on why financials and the government face the biggest cyber risk. Kevin Murphy, CEO of Acreage Holdings, on going public in Canada, their acquisition push, and the future of cannabis legislation in the U.S. Broadcasting live from Bloomberg’s Government Next.2018 conference in Washington DC.
Permanente Sees Health Care Shifting From Hospital To Home
30 perc
1348. rész
France Wouldn't Consume More U.S. Wine, Even With Zero Tariffs
31 perc
1347. rész
Tom Gearing, Managing Director and co-Founder of Cult Wines, on Trump's wine tweets, and investing in wine. Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on the mounting pressure on Theresa May to abandon her Brexit plan, as well as a look at Italy's budget. Petco CEO Ron Coughlin discusses the company’s new standards for pet nutrition and potential impact to its annual sales. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses how the deficit will require more funding. Hosted by Pimm Fox and Lisa Abramowicz.
State-Approved Cannabis Will Become Permanent in 2019
30 perc
1346. rész
Adam Bierman, CEO and co-founder of MedMen, on their recent acquisition of PharmaCann, and how this year’s midterms will impact the cannabis industry. Gary Shilling, President of A. Gary Shilling, on the dollar and a looming recession. John Kilduff, Founding Partner of Again Capital, to discuss current outlook for oil price and markets, following Saudi's announcement of cutting back supply. Jay Stein, CEO of Dream Hotels, on hotel industry trends, the effect of Airbnb on the hospitality sector, and AI driving customer experiences. Hosted by Pimm Fox and Lisa Abramowicz.
Signs of Credit Stress Pose A Big Challenge to Emerging Markets
31 perc
1345. rész
Damian Sassower, Chief EM Credit Strategist for Bloomberg Intelligence, on tight conditions shifting the returns on EM, and the current outlook for EM markets. Greg Gohr, Senior Vice President, Wealth Management, Commonwealth Financial Network, discusses momentum towards fee-only advisory business and the fee-only landscape. Julian Lee, Bloomberg oil strategist, on oil entering a bear market. Maggie Johndrow, financial advisor and Founder of Johndrow Wealth Management, on guiding millennials’ investing. Broadcasting Live from the Commonwealth Financial Networks Annual National Conference of Advisors, from the Marriott in Austin, Texas.
We've Been Reducing Risk As Cycle Nears Peak: Commonwealth CIO
31 perc
1344. rész
Brad McMillan, Chief Investment Officer at Commonwealth Financial Network, on markets and investments. Kristina Hooper, Chief Market Strategist, Invesco, on how the election outcome will impact investing strategy. Larry Liebert, National Security Editor for Bloomberg, on what to expect after the firing of Jeff Sessions. Virgil Kahl, President and Owner, Spring Ridge Financial Group, LLC, discusses the active vs. passive debate, and the use of ETFs vs mutual funds. Broadcasting live from Commonwealth Financial Network’s National Conference 2018 in Austin, Texas.
Stock Rally Is More A Sign of Relief Than Cheering Gridlock
34 perc
1343. rész
Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on what the midterm elections mean to markets and investors. Steve Dennis, Senate reporter for Bloomberg, on the new Senate makeup, and Mitch McConnell’s goals. Bloomberg's Billy House, Congressional Reporter, and Toluse Olorunnipa, on what to expect from the Democratic House and their subpoena power. Amanda Albright, muni reporter for Bloomberg, on the bond sales that voters approved in the midterms, and how it could impact infrastructure around the country.
Florida Is Delivering The Drama To Election Junkies
29 perc
1342. rész
Al Hunt, Bloomberg Opinion columnist, discusses the key races to watch in the midterm elections. Schwark Satyavolu, Trinity Ventures General Partner, on investment opportunities in fintech. Brian Rye, Senior Government analyst for Bloomberg Intelligence, on the impact the midterm elections could have on major policies, ranging from healthcare to energy. Noel Hebert, Director of Credit Research for Bloomberg Intelligence, on Sears creditors asking a court to probe Eddie Lampert’s transactions that they say may have bilked them of $2.6 billion.
A Big Red Flag In Nat Gas Is Exposed As Inventory Dwindles
30 perc
1341. rész
Stephen Schork, President of the Schork Group, on the imbalance in the natural gas markets, and how Iran sanctions will play out on oil price. Adam Ereli, former US Ambassador to Bahrain and deputy State Department spokesman, on Iran sanctions and the power shift in Saudi Arabia. John Authers, Senior Editor for Bloomberg Markets, on why a Democratic midterms win would be good for the bond markets. Gilda Perez-Alvarado, CEO of JLL’s Hotel & Hospitality group, discusses the recovering hotel market.
Trump's Animal Spirits Are Threatened by China Trade Tiff
27 perc
1340. rész
Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on Trump pushing for a China trade deal ahead of the midterms. Barry Eichengreen, Professor of Economics and Political Science at Berkeley, discusses whether populism- and the unraveling of globalization- the biggest threat to markets. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on Apple earnings and the company's decision to stop reporting iPhone unit sales. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on the boom in municipalities' fundraising.
Next Wave of Tech Will Shift From FAANG to Payments, Autos
31 perc
1339. rész
Taimur Hyat, Chief Strategy Officer for PGIM, discusses investing in the "new" technology frontier. Cathy Marcus, Global Chief Operating Officer and Head of the U.S. business at PGIM Real Estate, on opportunties in the U.S. real estate market. John Butler, Senior Telecoms Analyst for Bloomberg Intelligence, on Apple earnings. Nathan Sheets, Chief Economist for PGIM Fixed Income, on the impact of the US-China trade war on the global economy. Broadcasting live from the PGIM Headquarters in Newark, New Jersey.
It’s Too Late For Smaller Asset Managers To Scale Up
30 perc
1338. rész
Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on how the largest asset managers are increasing market share and putting the squeeze on their smaller rivals. Mark Douglas, CEO of Steelhouse, on Facebook earnings and outlook, and the digital ad space. Mike McDonough, Chief Economist: Financial Products at Bloomberg LP, to discuss China’s economy, and what the real risks are. Alan Baum, auto analyst and Principal at Baum and Associates, on GM earnings, and the declining auto industry cycle.
Stock Market Is Getting Close To Being Washed Out: Maley
30 perc
1337. rész
Matt Maley, Equity Strategist for Miller Tabak + Co., on markets and current investment outlook. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on GE earnings and outlook. Colin Gillis, Director of Research at Chatham Road Partners, on what to expect from Facebook and Apple earnings. Chen Grazutis, Apparel and Footwear Analyst for Bloomberg Intelligence, on Under Armour's comeback, and whether retail is dead.
Angela Merkel Pre-Empts Power Vacuum With Exit Strategy
28 perc
1336. rész
Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on Angela Merkel’s strategy in exiting leadership of her party, and how this could impact the European landscape. Bob Hockett, Professor at Cornell Law School, discusses the FBI examining if Tesla misstated information about production of its Model 3 sedans and misled investors. Joe Lusardi, President of Curaleaf, one of the largest cannabis retailers in the U.S., on the company’s listing on the CSE, and outlook for growth. Brendan Ahern, CIO of KraneShares, on China markets and what he’s buying in the selloff. Hosted by Pimm Fox and Lisa Abramowicz.
Such Strong GDP Isn’t Sustainable: KPMG’s Hunter
33 perc
1335. rész
Constance Hunter, Chief Economist at KPMG, on GDP numbers, the Fed and economic outlook. David Garrity, Chief Market Strategist for Laidlaw & Co. LTD, on Google and Amazon earnings, and the tech sector fallout. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the chip sector, and how the big names compare: Intel, AMD, Western Digital. Max Nisen, Bloomberg Opinion columnist covering health care, on why Trump's new drug pricing plan has real teeth.
Tesla Stock Will Be Below $200 In Next 12 Months: Kudla
29 perc
1334. rész
David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on Tesla earnings and outlook. Clint Watts, Senior Fellow at the Center for Cyber and Homeland Security at George Washington University, discusses the terrorist pipe bomb attack, and the NY Times report that Trump's unsecured cell phone is being spied on by China and Russia. Scott Kessler, Director, Equity Research and Analyst at CFRA, on Twitter earnings, and previews Google and Amazon earnings. Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, discusses how lottery gaming companies like IGT and Sci Games are benefiting from the record lottery jackpots. Hosted by Pimm Fox and Lisa Abramowicz.
We're Going To See An Implosion In High-End Condos: Guterman
27 perc
1333. rész
Gerald Guterman, Senior Principal Partner at Guterman Partners, LLC, on risks in the condo market. Leslie Wohlman Himmel, Co-Managing Partner at Himmel + Meringoff Properties, on real estate investing opportunities in New York City. Don Peebles, Chairman & CEO of The Peebles Corporation, on national housing market and affirmative investing. Jim Bianco, President and Founder of Bianco Research and a Bloomberg Opinion columnist, on why Trump is right to question the Fed.
MTA Homing In On Near-Term $33 Billion Upgrade Plan (Podcast)
28 perc
1332. rész
Pat McCoy, Finance Director, New York Metropolitan Transportation Authority, on being a leader in selling municipal green bonds, and the capital needed to revamp the system. Sean McCarthy, CEO, and Bob Cochran, Chairman, Build America Mutual, on municipal market conditions, and the outlook for US infrastructure. Brooke Sutherland, Bloomberg Opinion industrials columnist, on Caterpillar tumbling after flagging higher costs for materials. John Authers, Senior Markets Editor for Bloomberg, on the China selloff and economic risks in Italy.
Ford Bonds Are A Golden Opportunity If Rating Holds Up
29 perc
1331. rész
Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on whether Ford credit could get cut to a junk rating. Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan Stanley, on how the midterms could impact investing decisions. Gillian Tan, Senior Reporter for Bloomberg, on how Blackstone landed $20 billion from the Saudis for their new fund. Raj Sabharwal, Founding Partner and Managing Director at Glass Revolution Imports, on the growth of whiskey, new imports from India, and the impact of tariffs. Hosted by Pimm Fox and Lisa Abramowicz.
EM Investors Are Very Worried About China: Van Eck’s Fine
30 perc
1330. rész
Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on emerging markets, China fears and the IMF. Marty Schenker, Chief Content Officer for Bloomberg News, on the political tightrope that Trump is facing in dealing with the Saudis and the Prince. Richard Lark, CFO at Gol Airlines, on Brazil’s economy post-election, using cash to delever, and why their new plans are saving them money. Sarah Halzack, Bloomberg Opinion consumer columnist, on what P&G's earnings surprise says about consumers.
The Smart Money May Be Getting Out of the Market Now: Booth
27 perc
1329. rész
Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, and a Bloomberg Opinion columnist, discusses red flags in the economy. Dr. Ellen Wald, President of Transversal Consulting and author of "Saudi, Inc.," discusses US-Saudi relations, and impact to oil markets and MBS’ tech investments. Peggy Collins, U.S. Investing team leader, on Invesco buying Oppenheimer Funds. Steve Englander, Global Head of G10 FX Research and North America Strategy for Standard Chartered Bank, and a Bloomberg Opinion columnist, on the U.S. Treasury’s foreign-exchange policy report to Congress.
Digital Currencies Are Entering A Third Phase: CoinShares Chair
27 perc
1328. rész
CoinShares Chairman Danny Masters discusses Fidelity’s new client offering, and the outlook for crypto currencies. Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, discusses her outlook for fixed income and why emerging markets are looking attractive. Anurag Rana, Senior Software & IT services analyst for Bloomberg Intelligence, on why Shopify will benefit from Canada's legalization, and IBM shares tanking after disappointing earnings. Hal Brands, Henry A. Kissinger Distinguished Professor at Johns Hopkins University and Bloomberg Opinion columnist, discusses the Saudi Arabia crisis, and his column: "The U.S. Needs a New Way to Deal With Dictators."
The Saudis Need To Pick A Fall Guy: CIA Veteran Devine
30 perc
1327. rész
Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the escalating crisis in Saudi Arabia. Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and outlook. Paul Sweeney, U.S. Director of Research and Senior Media & Internet Analyst for Bloomberg Intelligence, previews Netflix earnings. Aaron Brown, Bloomberg Opinion columnist and former head of financial market research at AQR Capital Management, on how Fidelity starting a crypto business for clients will impact the market.
Trump Steering Economy To An Outdated Model: Joe Stiglitz
32 perc
1326. rész
Guests:
Joe Stiglitz, Nobel Laureate in Economics and Professor at Columbia University, discusses the deficit, trade wars, and how America must be lead towards the new, service economy.
Noel Hebert, Director of Credit Research for Bloomberg Intelligence, on 125-year old iconic retailer Sears filing for bankruptcy.
Ali Al-Ahmed, founder and director of The Institute for Gulf Affairs, and Toby Harshaw, Bloomberg Opinion editor, to discuss the missing Saudi journalist Khashoggi, and impact on US-Saudi relations.
Avoid Banks, More Downside Coming: Charles Peabody (Podcast)
30 perc
1325. rész
Charles Peabody, President of Portales Partners LLC, on bank earnings and why it’s not a good time to buy the sector. Nokia Chairman Risto Siilasmaa, discusses his new book, " Transforming NOKIA: The Power of Paranoid Optimism to Lead Through Colossal Change." Bobby Ghosh, Bloomberg Opinion editor, discusses the editorial: "Saudi Arabia Must Explain What Happened to Khashoggi." Amanda Albright, muni bond reporter for Bloomberg, discusses Los Angeles considering creating a public bank. Hosted by Pimm Fox and Lisa Abramowicz.
The Fed Isn’t Crazy, Trump’s Trade War Is: David Kotok
31 perc
1324. rész
David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on the market selloff, Trump blaming the Fed, and his current economic outlook. Will Hares, European energy analyst for Bloomberg Intelligence, on OPEC cutting its estimate for global demand for crude next year. Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on the market rout and whether it's a buying opportunity. Ernest Loumaye, CEO of Women’s Health biopharma ObsEva (NASDAQ: OBSV), on their pipeline of drugs aimed at targeting conditions that impact womens' fertility. Hosted by Pimm Fox and Lisa Abramowicz.
China Must Decide On Growth Or Deleveraging: Magnus
30 perc
1323. rész
George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on his new book, "Red Flags: Why Xi’s China is in Jeopardy."Matt Chiodi, Vice President and Chief Information Security Officer at RedLock, on a major U.S. telecom company discovering more manipulated hardware from China’s Super Micro Computer Inc. Molly Smith, corporate finance reporter for Bloomberg, on Tesla's bonds showing no signs of default anytime soon. Jim Paulsen, Chief Investment Strategist at Leuthold, discusses why concerns that the U.S. economy will overheat and inflation will accelerate is becoming “the prevailing attitude of Wall Street." Hosted by Pimm Fox and Lisa Abramowicz.
Three Reasons Why U.S. Stocks Are Going Up: Orlando (Podcast)
35 perc
1322. rész
Phil Orlando, Chief Equity Market Strategist at Federated Investros, on jobs, the stocks market and current investment strategy. Carl Weinberg, Chief Economist at High Frequency Economics, on the IMF outlook. Mark Lindbloom, Portfolio Manager for Western Asset Management, on the bond market selloff and the launch of their new fixed income ETF. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the China yuan and outlook for emerging markets.
Saudi Aramco IPO Will Happen When Pigs Fly: Kilduff
30 perc
1321. rész
John Kilduff, Founding Partner of Again Capital, on oil price outlook, and outlook for the revived Saudi Aramco IPO. Joel Stern, Chairman and CEO of Stern Value Management, to discuss the Fed, his current market outlook, and why Trump's tariffs strategy is the right one. Dan Cancel, Managing Editor: Latin America for Bloomberg in Sao Paulo, on Brazil's presidential elections, and how assets are reacting. Eli Casdin, Chief Investment Officer and Co-Founder of Casdin Capital, on biotech investing. Hosted by Pimm Fox and Lisa Abramowicz.
I Don't Think the Wise Investor Ever Waits in the Muni Market: Mysak
28 perc
1320. rész
Erik Gordon, Michigan University Professor at the Ross School of Business on Elon Musk and the SEC. We also have Joe Mysak, Editor for Bloomberg Brief: Municipal Market discussing the economy. Also joining the program is Malcolm Harkins, Chief Security & Trust Officer at Cylance discussing Cyber-security and China hacks. We also have Beth MacLean, Portfolio Manager at PIMCO, on the bank loan market and her outlook on the economy.
RedLock CISO: China Chip Hack May Be Just The Beginning
28 perc
1319. rész
Matt Chiodi, Chief Information Security Officer at RedLock, on China's hack into U.S companies, and what companies should be doing. Edward Hertzman, Founder and President of Sourcing Journal, on the impact of tariffs on textiles and the supply chain, and how Amazon is changing the apparel landscape. Jeremy Keehn, Bloomberg editor, on China using a tiny chip in a hack that infiltrated US companies, including Apple and Amazon. Justin Gover, CEO of GW Pharmaceuticals, on their FDA-approved cannabis drug Epidiolex receiving the lowest drug restriction by the DEA, and what's next in the company pipeline.
Too Much Money Chasing Too Few Deals: Oaktree's Marks
37 perc
1318. rész
Howard Marks, co-Chairman of Oaktree Capital, discusses his new book, "MASTERING THE MARKET CYCLE: Getting the Odds On Your Side,"and his current outlook for investors. Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School, on the new Mexico-Canada deal and outlook for China negotiations. Ferdinando Giugliano, Bloomberg Opinion Editor in Rome, on Italy's budget deficit, and his column, "The Best Way to Answer Italy's Populists." Tim O'Brien, Executive Editor for Bloomberg Opinion, discusses the NY Times report on the Trump Organization's tax evasion. Hosted by Pimm Fox and Lisa Abramowicz.
The 36-Year Cancer Fight That Led To A Nobel Prize
29 perc
1317. rész
Dr. Jim Allison, Chairman of Immunology at the MD Anderson Cancer Center, on winning the Nobel Prize for his cancer treatment research on immunotherapies. Duncan Wood, Director of the Mexico Institute at The Wilson Center, on why the new Canada-Mexico trade deal represents a modernization of the 1994 NAFTA deal. Brendan Coughlin, President of Consumer Lending at Citizens Bank, on their new student lending survey and the impact of growing student loan debt. Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund at Algebris Investments, on outlook for Italy contagion.
New GE CEO Has An Uphill Battle, Needs To Shrink Power
22 perc
1316. rész
Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on GE’s new CEO and eps guidance. Ramesh Ponnuru, Senior Editor at the National Review and Bloomberg Opinion columnist, on the Kavanaugh hearings. Josh Gallu, White House Editor for Bloomberg, on politics surrounding President Trump’s new trade deal with Canada and Mexico. Hosted by Pimm Fox and Lisa Abramowicz.
Tesla Will Struggle To Raise Money Without Elon: Kudla (Podcast)
32 perc
1315. rész
David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on Tesla outlook following the SEC lawsuit against CEO Elon Musk. Former Cisco CEO John Chambers shares his playbook and leadership philosophy in his new book, "CONNECTING THE DOTS: Lessons for Leadership in a Startup World." John Wilson, Cornerstone Capital Group's Head of Research and Corporate Governance, on how Tesla's Board should be handling Elon Musk. Lauren Jupiter, Co-Founder and Managing Partner of venture capital fund AccelFoods, on investing in high-growth and innovative food & beverage startups, and trends in the food space. Hosted by Pimm Fox and Lisa
Best Technology Opportunities Lie Away From The Herd
20 perc
1314. rész
Kevin Landis, CEO of Firsthand Technology Fund (NASDAQ: SVVC), and CIO of Firsthand Capital Management, discusses the less travelled areas of tech investing. Brad Hunter, Chief Economist at HomeAdvisor, on housing data, and how the Fed will impact home buying. Carl Riccadonna, Chief US Economist for Bloomberg Economics, previews the Fed decision.
Trump’s UN Address Targets Regime Change In Iran: Cohen
25 perc
1313. rész
Ariel Cohen, Senior Fellow at the Atlantic Council, on President Trump’s address to the UN, how it will impact Iran-US relations, and what to expect from this week’s assembly. Phil Torres, Global Co-Head of Emerging Markets at Aegon Asset Management, on why he bought Turkey this summer. Richard F. Chambers, President and CEO of The Institute of Internal Auditors (IIA), discusses why US corporations may have a false sense of security regarding the impact of a trade war. Shira Ovide, Bloomberg Opinion technology columnist, on the Instagram founders leaving Facebook. Hosted by Pimm Fox and Lisa Abramowicz.
Rosenstein Resignation Would Be Greatest Gift To Trump
33 perc
1312. rész
Al Hunt, Bloomberg Opinion columnist, and June Grasso, June Grasso, legal analyst and co-host of Bloomberg Law, on the political and legal implications surrounding reports that Rod Rosenstein is resigning or being fired. Barry Parkin, Chief Sustainability Officer for Mars Inc., on the company's plan to reduce the carbon footprint of its business and supply chain by more than 60% by 2050. Andrei Shleifer, Professor of Economics at Harvard University, discusses the financial crisis and his new book, A Crisis of Beliefs: Investor Psychology and Financial Fragility. Alicia Levine, BNY Mellon Investment Management Chief Market Strategist, on the rise of gender-lens investing and their new "Womenomics" fund. Hosted by Pimm Fox and Lisa Abramo
Leveraged-Loan Gloom Is Way Overdone: Eaton Vance PM
26 perc
1311. rész
Chris Remington,Director of Income Product & Portfolio Strategy at Eaton Vance, on whether investors are jumping into the leveraged loan market at the wrong time. Ian Wishart, Bloomberg European government reporter, on the messy divorce EU and Theresa May's Brexit negotiations, and the current outlook for Brexit. Tony Scherrer, Director of Research and Co-Portfolio Manager at Smead Capital Management, on their current investment and market outlook. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on the Etihad-Emirates merger, and JetBlue Founder Neeleman starting a new low-cost carrier.
Get Paid, But Only For Beating Benchmarks: Peter Kraus
29 perc
1310. rész
Peter Kraus, Founder and Partner of Aperture Investors and former CEO of AllianceBernstein, on launching a new approach to fund management: performance-based pay, and fees only if they beat the market. Lananh Nguyen, FX reporter for Bloomberg, on how dollar traders see the Fed's next rate hike as a big sell signal. Tom Orlik, Chief Economist for Bloomberg Economics, discusses the impact of a drawn out U.S.-China trade war, and China's plan for an import tax cut. Shira Ovide, Bloomberg Opinion columnist, on Amazon's new disruption target: convenience stores. Hosted by Pimm Fox and Lisa Abramowicz.
Debt ETFs Could Grow to $2 Trillion: BlackRock’s Tucker
30 perc
1309. rész
Matt Tucker, Head of iShares Americas Fixed Income Strategy at BlackRock, on the fixed income market and consumer flows. Sam Masucci, CEO of ETF Managers Group, on money flowing out of cyptocurrencies into cannabis ahead of Canada legalizing weed on Oct 17. Mike Jackson, Chairman, CEO and President of AutoNation, discusses why he is stepping down and making the transition to Executive Chairman in 2019, and what lies ahead for the company. Danielle Hale, Chief Economist for Realtor.com, discusses whether the American Dream of home ownership is still attainable. Hosted by Pimm Fox and Lisa Abramowicz.
Dunkin’s Travis: Public Companies Profit From Scrutiny
31 perc
1308. rész
Nigel Travis, Executive Chairman of Dunkin' Brands, discusses his new book, "The Challenge Culture," and outlook for the brand. Leland Miller, CEO of China Beige Book International, on China retaliating to Trump imposing $200 billion in tariffs, and how China’s economy may be impacted. Scott Lawlor, CEO of Waypoint Residential, on the real estate cycle, housing trends and investment opportunities. Julian Lee, Bloomberg oil strategist in London, on how Iran sanctions are biting and impacting oil markets. Hosted by Pimm Fox and Lisa Abramowicz.
China Retaliation On Tariffs Could Punish Supply Chains
29 perc
1307. rész
Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations, on the latest tariffs push in the Trump/China trade war. Denise Chisholm, Sector Strategist at Fidelity, on outlook for markets and sector analysis. Kyle Stock, senior correspondent for Bloomberg, on how self-driving cars can't handle rain, sleet or snow. Dr. Ellen Wald, energy analyst and President of Transversal Consulting, and Toby Harshaw, Bloomberg Opinion editor, on oil byproduct loopholes in the Iran sanctions before they hit in November.
Consumers May Balk At Paying For Outage-Proof Utilities
31 perc
1306. rész
GUESTS:
Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on impact to utilities from Hurricane Florence.
Michael Brandes, chief investment strategist of Itaú Private Bank, on emerging markets, corporate bond markets and central banks.
Chris Macke, Founder of Solutionomics, on why the Republican push for "Tax Reform 2.0" would add insult to injury, and what his solution would be.
Bloomberg's Kristine Owram, Canadian cannabis reporter, and Tara Lachapelle, deals and media columnist, on the turbulence in pot stocks and why liquor companies are the first movers on marijuana, and not Big Tobacco.
Wall Street’s Shale Mania Is Like The First Dotcom Bubble
28 perc
1305. rész
GUESTS:
Bethany McLean, co-author of the bestseller "The Smartest Guys In The Room: The Amazing Rise and Scandalous Fall of Enron," discusses her new book, "Saudi America SAUDI AMERICA: The Truth About Fracking and How It’s Changing the World."
Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Financial Group (NYSE: CFG), to discuss M&A trends in the market, tax and regulatory reform, and the loan environment.
Vincent Cignarella, Global Market Strategist for Bloomberg, on Turkey’s rate decision and impact to EM assets.
Matthew Boyle, U.S. retail reporter for Bloomberg, on why Kroger was punished for its earnings miss.
Drug Prices Increased 35 to 435%, Despite Trump Pledge
28 perc
1304. rész
Michael Rea, Founder and CEO of RX Savings Solutions, discusses how drug companies are ignoring Trump and raising prices, and the increase in spread pricing from PBMs. Hosted by Pimm Fox and Lisa Abramowicz. Mark Gurman, technology reporter for Bloomberg, reporting from Apple headquarters in Cupertino as the new product lineup is unveiled. Marty Sass, Chairman and CEO of MD Sass Associates, on his current investment strategy and market outlook. Tim Ross, UK government reporter for Bloomberg, on the UK and EU said to plan a special summit to sign a Brexit deal. Hosted by Pimm Fox and Lisa Abramowicz.
CalSTR's Ailman: Market Shifting To Private Companies
40 perc
1303. rész
Chris Ailman, Chief Investment Officer for CalSTRS, on his investment strategy, trade wars, and hedging the portfolio. Jim Anderson, CEO of SocialFlow, on creating a new blockchain-enabled digital advertising system that replaces the traditional ad model. Jeffrey Flynn, insurance analyst for Bloomberg Intelligence, and Brian Sullivan, energy and commodities reporter for Bloomberg, on Hurricane Florence, and which insurers are at risk. Mariana Mazzucato, economics professor and Director of the Institute for Innovation and Public Purpose at University College London, discusses her new book: "THE VALUE OF EVERYTHING: Making and Taking in the Global Economy." Hosted by Lisa Abramowicz and Pimm Fox.
Argentina Has ’Passed The EM Test’ While Turkey Fails
30 perc
1302. rész
Eric Fine, Portfolio Manager:Emerging Markets Fixed Income Strategy for Van Eck Global, on emerging market strategy, and why he still likes Argentina. Porter Bibb, Managing Partner for MediaTech Capital Partners, on Les Moonves' departure from CBS, and what it means for the company. David Garrity, CEO of GVA Research, on Apple's upcoming product launch and impact of President Trump's twitter attack on Apple's production abroad. Aaron Brown, Bloomberg Opinion columnist and former head of financial market research at AQR Capital Management, on the crypto-currency wipeout. Hosted by Pimm Fox and Lisa Abramowicz.
See Tesla At $88 By End of 2019: Vertical's Johnson
27 perc
1301. rész
Gordon Johnson, Analyst and Managing Director at Vertical Group, on Tesla shares tanking after two top executives announced their departures, a day after CEO Elon Musk smoked a joint during an interview. Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on EM currencies and potential contagion. Kimberly Robinson, Supreme Court reporter for Bloomberg Law, on the Kavanaugh hearings, and what to expect next. Chris Low, Chief Economist at FTN Financial, on jobs data, the Fed, trade war impact, and outlook for the economy. Hosted by Pimm Fox and Lisa Abramowicz.
We Have All The Elements Of EM Contagion: Bill Rhodes
30 perc
1300. rész
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisor on the emerging markets meltdown, Argentina, and trade negotiations. Bloomberg Opinion columnist Al Hunt discusses the anonymous NY Times op-ed, and what it means for the country and state of play in the White House. Clint Watts, Senior Fellow at the Foreign Policy Research Institute and Senior Fellow at the Center For Cyber and Homeland Security at The George Washington University, on how authoritarians have learned how to dominate social media. Brad Loncar, CEO of Loncar investments, on creating an ETF to track China's growing biotech space. Hosted by Pimm Fox and Lisa Abramowicz.
Former Apple Engineer Unveils Jobs' Creative Process
28 perc
1299. rész
Ken Kocienda, former Principal Engineer of iPhone software at Apple, discusses his new book, "Creative Selection: Inside Apple’s Design Process During the Golden Age of Steve Jobs." Mark Douglas, CEO of SteelHouse, weighs in on Twitter and Facebook testifying before the Senate today on election security. Manuel Henriquez, founder and CEO of Hercules Capital (NYSE: HTGC), on the IPO market for technology and life sciences companies and the venture lending landscape. Tom McGee, President and CEO of The International Council of Shopping Centers (ICSC), on its inaugural Global Perspectives report, which looks at the impact of the retail real estate industry in economies around the world. Hosted by Pimm Fox and Lisa Abramowicz.
Expect Kavanaugh To Deflect With 'Settled Law' Jargon
29 perc
1298. rész
June Grasso, legal analyst and Bloomberg Law host, on what to expect from the Brett Kavanaugh Senate hearings. Burt Flickinger, Managing Director for Strategic Resource Group, on Nike's new ad campaign featuring Colin Kaepernick. Damian Sassower, Chief Emerging Markets Strategist for Bloomberg Intelligence, on Argentina and South Africa, and EM contagion. Shawn Donnan, Senior Reporter, Trade and Globalization for Bloomberg, on Trump's trade negotiations with Canada, and the $200 billion China tariffs.
New China Tariffs Would Quickly Hurt Economy: Hufbauer
30 perc
1297. rész
Gary Hufbauer, nonresident senior fellow at the Peterson Institute, on Trump's NAFTA renegotiation and how the Mexico agreement compares, and what Trump's goal is with trade for the US. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit market and current investment strategy. Gad Levanon, Conference Board's Chief U.S. Economist, discusses their new survey on how satisfied U.S workers are with their job. Toluse Olorunnipa, White House correspondent for Bloomberg, on highlights from Bloomberg's exclusive interview with President Trump. Hosted by Pimm Fox and Lisa Abramowicz.
Zero Tariffs Would Benefit EU Automakers More Than
35 perc
1296. rész
Michael Dean, Senior Analyst: European Automotive for Bloomberg Intelligence, and Josh Wingrove, Canada government reporter for Bloomberg, on the EU offering zero tariffs on cars for the U.S., and the latest in the Canada NAFTA negotiations. David Dietze, President and Chief Investment Strategist at Point View Wealth Management, on Warren Buffett and Berkshire Hathaway. Rob Haworth, Senior investment strategist for U.S. Bank Wealth Management, on investing in commodities and the oil sector. Hosted by Lisa Abramowicz and Pimm Fox. Annie Massa, investing reporter for Bloomberg, on how the 2008 crash forged BlackRock's growth into a $6.3 million asset manager.
Investors Are Starting To Look At Argentinian Assets
30 perc
1295. rész
Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina outlook after President Macri asked the IMF to speed up payments from its $50 billion credit line. Antonio Ortiz-Mena, former Head of Economic Affairs at the Mexican Embassy, and Senior VP at Albright Stonebridge Group, on Trump's trade agreement with Mexico and how it compares to NAFTA. Alex Wayne, Bloomberg White House Team Leader, on White House counsel Don McGahn leaving the White House in the fall. Ted Pollak, video game technology analyst and co-founder of the GAMR ETF, discusses what's driving the global gaming industry.
Hard to See Trump's Google Attack Spurring Change
31 perc
1294. rész
Shira Ovide, Bloomberg Opinion technology columnist, on Trump tweeting that Google rigs its search results to display only negative stories about him. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, on markets, current investment strategy, and why this bull market is now "capacity-challenged." Joe Nocera, Bloomberg Opinion columnist, on why President Trump's Mexico deal reveals another deficit. Lynn Franco, Director of Economic Indicators at the Conference Board, and Yelena Shulyatyeva, Senior US Economist for Bloomberg Economics, on August Consumer Confidence data.
Trump's Desire For Bilateral Trade Is A Big Deal: Coy (Podcast)
31 perc
1293. rész
Peter Coy, Economics Editor for Bloomberg Businessweek, on economic impact of a new trade deal with Mexico. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Elon Musk ending Tesla's bid to go public, and the OPEC supply monitoring meeting. Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, on monetary deceleration, and why he predicts economic disappointments and lower long-term yields. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Apple launching three new iPhones.
Sharp Fall In The Yuan Is Big Risk To Global Growth (Podcast)
31 perc
1292. rész
Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how US-China trade issues can impact global markets. Rick Helfenbein, American Apparel & Footwear Association president and CEO, on the new round of tariffs and impact to the apparel industry. IndyCar CEO Mark Miles on capturing the millennial audience, and why they're growing when other leagues are losing support. Gerrit de Vynck, Bloomberg technology reporter, on Trump using the international mail system to step up the pressure against China over its exports to the U.S. Hosted by Pimm Fox and Lisa Abramowicz.
Why Saudi Aramco Is Pursuing Sabic In Place Of An IPO
32 perc
1291. rész
Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss why Saudi Aramco is pursuing the Sabic deal in place of an IPO, and what this means for the kingdom. Alan Bjerga, agriculture reporter for Bloomberg, on what the world will eat in the next decade. Bob Mintz, former federal prosecutor and Partner at McCarter & English, on what constitutes a campaign election violation, and what the risks are for President Trump. George Schultze, head of Schultze Asset Management, discusses the distressed equities and debt markets, including Tesla and opportunities in coal. Hosted by Lisa Abramowicz and Pimm Fox.
Michael Cohen Is A Much Bigger Risk To Trump Than Manafort
30 perc
1290. rész
GUESTS:
Joe Moreno, former federal prosecuter with the DOJ and Partner at Cadwalader, on the legal and criminal issues surrounding Paul Manafort, Michael Cohen and President Trump.
Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on his current market outlook, and investment strategies around oil.
Joel Levington, Senior credit analyst for Bloomberg Intelligence, on the risks to some Tesla bonds if the company went private.
John Bartlett, Vice President and Co-Portfolio Manager of the Reaves Utilities ETF (UTES) at Reaves Asset Management, on the safe haven of utilities.
Hard To See Coal Rebound Despite Trump's EPA Rollback
32 perc
1289. rész
Ethan Zindler, Head of Americas for Bloomberg New Energy Finance, on the EPA's plan to dramatically scale back limits on greenhouse gas emissions from power plants. Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on JPMorgan to offer free trades, and whether he forecasts a "race to the bottom" on fees. Mark Vergnano, CEO of Chemours (NYSE: CC), discusses the company's growth plan, the EPA regulation rollback, the GenX lawsuit and impact of tariffs. Mark Spindel, author of "The Myth of Independence: How Congress Governs the Federal Reserve," and Craig Torres, Bloomberg Federal Reserve and U.S. Economy Reporter, on Trump's criticism of the Fed's hiking path, and whether it can stay independent. Hosted by Pimm Fox and Lisa Abramowicz.
Disastrous Scenario If Turkey Exited NATO: Stavridis
28 perc
1288. rész
Retired Navy Admiral Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on Trump revoking security clearances, and the situation in Turkey and impact to NATO. David Garrity, CEO of GVA Research, on Netflix outlook, the chip rout, and Google creating a search engine for China. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on the currency devaluation in Venezuela and the situation in Turkey. Ron Quaranta, Chairman of the Wall Street Blockchain Alliance, on the crypto selloff and what this does to blockchain investing. Hosted by Pimm Fox and Lisa Abramowicz.
Loomis' Fuss Sees Two More Fed Hikes, But Uncertainty Prevails
32 perc
1287. rész
Dan Fuss, Vice Chairman of Loomis Sayles, on fixed income markets, bond yields, central bank policy and trade concerns. Burt Flickinger, Managing Director for Strategic Resource Group, on the aftermath of the Rite Aid-Albertson’s deal collapse. Mujtaba Rahman, Managing Director: Europe for Eurasia Group, on the crisis in Turkey, Erdogan’s response, and possible scenarios. Alex Webb, Bloomberg Opinion European tech columnist, on Google employing users' web browsing to steer advertising displayed on public billboards.
Ex-SEC Chair Levitt: It’s A Bad Idea to Reduce EPS Reporting
32 perc
1286. rész
GUESTS:
Former SEC Chairman Arthur Levitt weighs in on President Trump’s seeking an SEC study to move companies to six-month reporting cycles from the current quarterlies.
Hans Olsen, Fiduciary Trust Chief Investment Officer, on why it’s time to slash junk-debt holdings.
Aaron Terazzas, Economic research director for Zillow, on new analysis that shows the national housing market experiencing more price cuts.
Matthew Schettenhelm, Litigation analyst for Bloomberg Intelligence, on the Sinclair-Tribune lawsuit, and net neutrality.
Saudi’s PIF May Not Have Cash To Take Big Tesla Stake
31 perc
1285. rész
Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss Saudi Arabia’s potential deal to invest in a Tesla privatization, and what it means for their future oil strategy. Michel Danechi, Portfolio Manager and Investment Partner at Vedra Partners, on outlook for investing in Turkey.Shira Ovide, Bloomberg Opinion technology columnist, discusses: Amazon exploring an acquisition of the Landmark movie chain, and the cash problems with young tech companies. Devina Rankin, Chief Financial Officer for Waste Management, on earnings, recycling, and industry landscape.
Markets May Have To Adjust To Getting Info Via Twitter
26 perc
1284. rész
Jill Fisch, Business Law Professor at the University of Penn Law School, discusses the legality surrounding Elon Musk's tweets regarding a potential buyout. Robert Lawrence, Professor of International Trade and Investment at the Harvard Kennedy School and former economic advisor to Clinton, on the deal that Trump really wants with China. Brendan Ahern, Chief Investment Officer of KraneShares, discusses Tencent earnings and the China tech sector. Jonathan Tyce, Senior Banks Analyst for Bloomberg Intelligence, on Turkish banks, new restrictions on shorting the lira, and which foreign banks have the most exposure.
Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy
30 perc
1283. rész
Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now. Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, discusses why gold is plunging so much. Scott Mushkin, Managing Director of Consumer Research at Wolfe Research, on Home Depot earnings, and a preview of Walmart and Target. Christopher Balding, Bloomberg Opinion columnist, on China's economy, the trade war and what China really wants.
White House Lax Protocol Opens Window For More Security Breaches
29 perc
1282. rész
Clint Watts, a former FBI special agent and Senior Fellow at the Foreign Policy Research Institute, discusses Russia’s continued hacking into U.S. elections, and eroding White House security.Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the Turkish lira and signs of EM contagion. Arlan Suderman, Chief Commodities Economist for INTL FCStone, on why corn will be the long-term ag commodities winner. Matthew Martin, Mideast Finance Reporter for Bloomberg, on Saudi’s sovereign wealth fund reported to be in talks to invest in a Tesla buyout.
Why The U.S. Wouldn’t Want The IMF To Bail Out Turkey: Rhodes
35 perc
1281. rész
Guests:
Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global macro issues surrounding China trade, and a look at the situation in Turkey.Porter Bibb, Managing Partner for MediaTech Capital Partners, on the latest in the Fox/Disney and Comcast bid for Sky assets, and why print media isn't dead.Paul Michael Wihbey, research fellow at the Daniel Morgan Graduate School of National Security and former Vice President of the Liberal Party of Canada, discusses the impact of the Saudi-Canada feud.Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, on Tribune terminating the Sinclair deal, and Rite Aid and Albertson’s calling off their tie-up.
Musk’s Proposal Creates Liquidity, Uncertainty, For Tesla Bonds
31 perc
1280. rész
Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on how Tesla credit is reacting to Musk's tweet on taking the company private. Gordon L. Johnson, Analyst and Managing Director at Vertical Group, examines the Tesla equity story, and why Elon Musk’s proposal to take the company private at $420 a share makes no sense. Chuck Lieberman, Chief Investment Officer at Advisors Capital Management LLC, and Bloomberg Opinion columnist, on the job market and wages, sector picks, and current investment outlook. Joe Moreno, Partner at Cadwalader, on key regulatory issues that cryptocurrency exchanges and businesses should be wary of.
It’s Only The Beginning Of The Decline From Trade Wars: Kotok
29 perc
1279. rész
David Kotok, Chairman and CIO of Cumberland Advisors, on his current investment outlook, impact from trade wars, and why investors should keep dry powder. Dr. Ellen Wald, President of Transversal Consulting and energy and Middle East expert, on how the biggest importers of Iranian oil will react to sanctions. Damian Sassower, fixed income strategist for Bloomberg Intelligence, on Turkey markets sinking amid talk of an IMF bailout, while the central bank and Erdogan remain silent. Kit Konolige, Senior Utility analyst for Bloomberg Intelligence, on how California wildfires are impacting utilities, and reports that PG&E may declare bankruptcy.
U.S. Oil Demand Is Peaking, Expect Lower Prices At Pump: Schork
32 perc
1278. rész
Stephen Schork, President of the Schork Group, on LNG producers at risk from tariffs, and how Iran sanctions could impact the oil market. Tuna Amobi, Senior media and entertainment analyst at CFRA Research, on outlook for CBS, and the big media earnings this week. Tara Lachapelle, Bloomberg Opinion columnist, on highlights from Berkshire Hathaway earnings. Harley Lippman, CEO of Genesis10, one of the nation’s largest IT services and staffing firms, on why tech wages are still under pressure and what the drivers of wage growth will be.
Vanguard Sours on Riskier Credit, Likes International Equities
39 perc
1277. rész
Greg Davis, CIO of Vanguard, on no-fee funds, the economy, and current investment strategy. Steve Englander, Global Head of G-10 FX Research for Standard Charter Bank, and a Bloomberg Opinion columnist, on the China yuan. Amir Sufi, Professor of Economics and Public Policy at the Chicago Booth School, on why more leverage leads to slower future growth and increases the likelihood of a crash. Tom Gimbel, CEO of LaSalle Network, on why wages stay down in the best job market he's ever seen.
Forget Supply. Demand For Tesla Cars At $70,000+ Will Dry Up
34 perc
1276. rész
Gordon L. Johnson, Alt. Energy, Metals & Mining & Equip. Rental Research - Managing Director at Vertical Group, on Tesla earnings and outlook. Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China trade. Stephen Munro, Bloomberg New Energy Finance policy analyst, on the Trump administration proposal to ease Obama auto-mileage rules and remove California's clout on emissions standards. Doug Cohen, Managing Director, Portfolio Management at Athena Capital Advisors, on what's moving markets.
PineBridge Sees Worsening Value in CCC, BBB Rated Bonds
33 perc
1275. rész
Steven Oh, Global Head of Credit and Fixed Income and Co-Head of Leveraged Finance for PineBridge Investments, discusses his outlook for the second half of 2018 and early 2019. Brian Wieser, Senior Research Analyst for Pivotal Research Group, discusses his outlook for Viacom and CBS, in light of an investigation into Les Moonves' alleged sexual misconduct. Matt Winkler, Editor-in-Chief Emeritus of Bloomberg News and Bloomberg Opinion columnist, discusses his column, "Municipal Junk Soars as the Economy Roars."Dr. Adam Posen, President of the Peterson Institute of Economics, discusses how countries are bypassing the U.S. and constructing a “post-American" world economy, and how foreign investment into the U.S. has dropped off a cliff.
BOJ Allows Japan To Keep QE In Place For Another Three Years
31 perc
1274. rész
Jeff Uscher, Head of Research at Japan Insider, on the BOJ monetary policy decision and investing in Japan. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, previews Apple earnings. Jim Schaeffer, Co-Head of Public Fixed Income and Deputy Chief Investment Officer at Aegon Asset Management, on an early warning sign that demand in the red-hot leveraged loan market is set to cool. Andrew Mayeda, Bloomberg Global Trade and Economy Reporter, and Andrew Silverman, Government analyst for Bloomberg Intelligence, on the Treasury considering bypassing Congress to grant a $100 billion capital gains tax cut.
Corporate Boards Are Shirking Responsibility On #MeToo Crises
29 perc
1273. rész
Richard Chambers, CEO of The Institute of Internal Auditors (The IIA), on how CBS could handle the Les Moonves accusation, and whether corporations are compliant to sexual harassment policy Poonam Goyal, Senior Retail Analyst for Bloomberg Intelligence, with a back-to-school apparel preview and why jeans will be the winner this season. Logan Mohtashami, Senior Loan Officer for AMC lending, on why the U.S. Housing market looks perfect right now. Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on how 3-4 % growth in the U.S. isn't sustainable.
A Bitcoin ETF Could Make The Cryptocurrency Safer: SEC’s Peirce
32 perc
1272. rész
SEC Commissioner Hester Peirce on being the lone dissenter in the SEC’s rejection of the Winklevoss bitcoin ETF. Rick Clemmer, President and CEO of NXP Semiconductors, on the breakup of the NXP-Qualcomm deal, and what their next plan is. Jim Anderson, CEO of SocialFlow, on Amazon and Twitter, Facebook, and the threat of slowing user growth. Ivan Cheung, CEO of Eisai, discusses the outlook for their BAN2401 Alzheimer's drug, made in partnership with Biogen, after investors were disappointed at the trials.
Facebook Is Real Business, But Google Is Better For Ad Exposure
29 perc
1271. rész
Colin Gillis, Director of Research at CR Partners, discusses Facebook plunging, and previews Amazon and Apple. Prashant Gopal, US real estate reporter for Bloomberg, on how the US housing market appears to be headed for the broadest slowdown in years. Rishi Gautam, Executive Chairman of Mjardin Group, on their full-scall cannabis business model, the company’s upcoming IPO in Canada, and market growth. Automotive entrepreneur Scott Painter, CEO and co-Founder of Fair and former CEO of TrueCar, on new ownership models in the auto industry, and how tariffs are impacting consumer spending on cars.
Eaton Vance’s Gaffney Sees Opportunities In Mexico, Brazil Debt
30 perc
1270. rész
Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on finding value in emerging market fixed income.David Garrity, CEO of GVA Research, on why the underpinnings for Facebook are weakening. Rick Calder, CEO of GTT Communications (NYSE: GTT), on their acquisitions, the cloud marketplace, and international growth. Author and historian Steven Ujifusa discusses his new book, "BARONS OF THE SEA And their Race to Build the World’s Fastest Clipper Ship."
Iran Is The Thing That Keeps Me Up At Night: Former CIA Officer
30 perc
1269. rész
Jack DeVine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, on Iran, Russia, and Trump's relationship with the intel community. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on Turkey stocks and lira plunging after the central bank defied market expectations to hold interest rates unchanged. Will Rhind, CEO of GraniteShares, on Iran impact on oil markets and outlook for commodities. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Verizon seeking to partner with Google or Apple to provide television when it launches 5G service.Samara Lenga
Five Things The U.S. Can Do To Prepare For Iran: Adm. Stavridis
31 perc
1268. rész
Admiral James Stavridis, former military commander of NATO, Dean of the Fletcher School at Tufts University and Bloomberg Opinion columnist, on President Trump amping up rhetoric against Iran on Twitter. Vincent Cignarella, Global macro strategist for Bloomberg, on the dollar and global currency markets reacting to President Trump's tweets on the Fed and currency manipulation. Kevin Murphy, CEO, Acreage Holdings, on completing the largest capital raise in U.S. cannabis history, and their plans for an IPO later this year. Howard Yu, LEGO professor of management and innovation at the IMD Business School in Switzerland, discusses his new book "LEAP: How to Thrive in a World Where Everything Can Be Copied."
We’re Fighting the Trade Wars of the 70s & 80s: IIF’s Tim Adams
32 perc
1267. rész
Tim Adams, President and CEO of the IIF and Former Under Secretary of Treasury for International Affairs, on Trump’s new $500 billion tariffs threat to China, and how trade risks and global debt are threats to the global economy. Toby Harshaw, Bloomberg Opinion editor covering national security, on Dan Coats being unaware of Trump inviting Vladimir Putin to the White House, following the disastrous summit in Helsinki. Rick Helfenbein, President and CEO of the American Apparel & Footwear Association, on the impact of tariffs on American consumers and manufacturers. Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on GE and Honeywell earnings.
Short-Term Debt Is Best Fixed-Income Bet: BlackRock’s Rosenberg
30 perc
1266. rész
Jeffrey Rosenberg, Chief Fixed Income Strategist at Blackrock, on their 2018 mid-year investment outlook. Richard Conn, Managing Partner of Eurasia Advisors, on the fallout of President Trump’s meeting with Vladimir Putin in Helsinki.Win Thin, Global Head of Emerging Markets F/X, on China’s central bank showing little signs of intervening in the yuan slumping.Susan DeVore, CEO of Premier, Inc (Nasdaq:PINC), on drug pricing and outlook for Obamacare.
Yield Curve Front And Center For Fed Chair Powell: BI’s Jersey
23 perc
1265. rész
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on what Federal Reserve Chairman Jerome Powell’s testimony before lawmakers means for the economy and the yield curve. Market Drivers with Bloomberg stocks editor Dave Wilson, and Shira Ovide, Bloomberg Opinion technology columnist, on why EU regulators will have a tough time breaking up the status quo of Google's power in smartphones.
Fed Watchers Will Look For Clues On Hikes, Wages, Trade War
12 perc
1264. rész
Bloomberg’s David Wilson, stocks editor, and Matt Boesler, Fed reporter, along with Carl Riccadonna, Chief US Economist for Bloomberg Intelligence, discuss what to expect from Federal Reserve Chairman Jerome Powell’s testimony to lawmakers.
BlackRock CEO Larry Fink: Clients Don't Want Exposure To Crypto
30 perc
1263. rész
Bloomberg's Erik Schatzker discusses his interview with BlackRock CEO Larry Fink. Gymboree CEO Daniel Griesemer discusses the company's new apparel line and turnaround, after emerging from bankruptcy last year. Seema Shah, senior consumer discretionary analyst for Bloomberg Intelligence, on retail sales, and how consumers are doing most of their purchasing on credit.
Bank Stock Weakness Is Signalling Upcoming Downturn: Peabody
31 perc
1262. rész
Charles Peabody, President of Portales Partners LLC, on bank earnings and why bank stocks have peaked. Ariel Cohen, Senior Fellow at the Atlantic Council, on Trump’s upcoming summit with Putin. Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, on Theresa May’s white paper and how Trump’s comments may impact Brexit negotiations with EU. Mary Ann Halford, Global Media & Entertainment Strategist at OC&C Strategy Consultants, on the Justice Department filing to appeal the AT&T- Time Warner decision.
Libya's Returning Supply, Saudi Output, Pushing Oil Price Down
29 perc
1261. rész
John Kilduff, Founding Partner of Again Capital, on why oil prices are on the way down. Joseph Abboud, designer and Chief Creative Director of Men’s Wearhouse, on growth, manufacturing in the U.S., and how tariffs could impact the apparel industry.Brad Setser, senior fellow for international economics at the Council on Foreign Relations, on the US-China trade war. Scott Lawlor, CEO of Waypoint Residential, on the real estate cycle and housing trends.
Pfizer Reversing Price Hikes After Trump Bullying Won’t Last
34 perc
1260. rész
Max Nisen, Bloomberg Opinion health care columnist, on Pfizer agreeing to delay price increases after Trump called the company out.
Vacit Arat, co-founder and President of HIA Technologies Inc., on creating Digital Avatars, which can carry on a sophisticated conversation with humans on almost any subject in any language.Carl Weinberg, Chief Economist at High Frequency Economics, on how China could hurt the US once it runs out of imports to tax.David Garrity, CEO of GVA Research, on how blockchain is being implemented in the real economy and outlook for Twitter.
Could See A U.S. And Global Recession By End Of 2019: Sri-Kumar
28 perc
1259. rész
Komal Sri-Kumar, president and founder of Sri-Kumar Global Strategies and Bloomberg Opinion columnist, on how trade wars could spur currency devaluations. Vijay Govindarajan, Coxe Distinguished Professor at Dartmouth's Tuck School, and Ravi Ramamurti, University Distinguished Professor at Northeastern University, discuss their new book, REVERSE INNOVATION IN HEALTHCARE, on how India can be the blueprint for healthcare in the US. Dan Hanson, UK Economist for Bloomberg Economics, on how Brexit is impacting the UK economy and how businesses will react to the uncertainty. Jamie Butters, US Autos editor for Bloomberg in Detroit, on Tesla planning to build a China plant with 500,000 car capacity.
EU Rejection Poses Bigger Danger For May Than Brexit Rebellion
30 perc
1258. rész
Clive Crook, Bloomberg Opinion Editor, on outlook for Theresa May and Brexit, following the departure of top Brexiter Boris Johnson.Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic advisor to President Bill Clinton, on the global supply chain and whether trade globalization be undone at this point. Alan Bjerga, agriculture reporter for Bloomberg, on how U.S. soybean farmers are being impacted by trade wars. Josh Lohmeier, Head of US Investment Grade Credit at Aviva Investors, on the impact of recent M&A deals and how investors can navigate the corporate credit landscape.
Amazon’s Health Care Threat Just Became A Reality: Ovide, Nisen
30 perc
1257. rész
Bloomberg Opinion’s Max Nisen, health care columnist, and Shira Ovide, technology columnist, on Amazon buying Pillback.Chris Whalen, Chairman of Whalen Global Advisors, on bank stocks continued losing streak, and the privatization of Fannie and Freddie. Leland Miler, CEO of China Beige Book, on trade with China, and China Q2 economic data. Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, on two new casinos-- Hard Rock and Ocean Resort- opening in Atlantic City.
Chipmakers Could Be Hit With Both U.S. And China Tariffs: Ovide
32 perc
1256. rész
Shira Ovide, technology columnist for Bloomberg Opinion, discusses how chipmakers are trapped in the US-China crossfire.Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the June jobs report, and Trump’s proposal to combine Labor and Education. Drew Armstrong, health care reporter for Bloomberg, on Biogen seeing positive results in its Alzheimer’s trial.Scott Wren, senior global equity strategist for Wells Fargo Investment Institute, on markets, jobs, and the Fed.
Canada Has Plenty Of Oil But Can’t Bring It To Market: Wihbey
30 perc
1255. rész
Paul Michael Wihbey, research fellow at the Daniel Morgan Graduate School of National Security and former Vice President of the Liberal Party of Canada, discusses the shifting geopolitics of oil and gas.,Dan Moss, Economics Editor and columnist for Bloomberg Opinion, on the first wave of US tariffs on China exports due to take effect this Friday., Saagar Govil, CEO of Cemtrex, Inc., on their futuristic SmartDesk and the industrial technology landscape., David Katz, President and CIO of Matrix Asset Advisors, on his current stock picks and investment outlook.
Investors Should Short Tesla At This Price: Mainstay's Kudla
30 perc
1254. rész
David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on markets, current investment strategy, and stock picks.Bob Sinche, Global Strategist for Amherst Pierpont Securities, on what's happening with the China yuan. Brian Manning, co-Founder of Centric Digital and co-author of "Digital Transformation," on the companies that are leading the digital home revolution. Geetha Ranganathan, Technology and Media Analyst for Bloomberg Intelligence, on Comcast racing against the clock to wrest Fox from Disney.
Investor Sentiment Has Moved To The Negative Side: Grohowski
30 perc
1253. rész
Guests:
Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor sentiment and current investment strategy.Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Tesla hitting its Model 3 target.Satish Jindel, President of SJ Consulting, on how Amazon’s new crowd-sharing plan will impact Fedex and UPS.Karl Schamotta, Chief Strategist at Cambridge Global Payments, on Canadian economic outlook following Canada’s retaliatory tariffs.
Yuan Devaluation Unlikely, Don’t Hit Panic Button: BBH’s Thin
27 perc
1252. rész
Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the China yuan and emerging markets.Justin Gover, CEO of GW Pharmaceuticals (NASDAQ: GWPH and LSE: GWP), on being the first cannabis company to receive FDA approval for their epilepsy drug. Abe Ankumah, CEO of Nyansa, discusses the company's networking technology and how he grew up in Ghana without a computer. Brendan Brown, Chief Economist and Head of Economic Research at Mitsubishi UFJ Securities, on central banks, inflation, Italy and Brexit.
Here’s Why U.S. Housing Will Get Even Less Affordable: Shilling
30 perc
1251. rész
Gary Shilling, President of A. Gary Shilling & Co. and a Bloomberg Opinion columnist, on the factors that will make U.S. housing even less affordable. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, and Alan Bjerga, Bloomberg agriculture reporter, on the perfect storm hitting agriculture commodities. Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on GE's divestiture plans.Elliot Weissbluth, Founder and CEO of HighTower, on their recent acquisitions, wealth management and fiduciary investing.
Why It's Time To Be More Optimistic On EM Assets: PGIM's Rajan
32 perc
1250. rész
Arvind Rajan, Managing Director and Head of Global and Macro at PGIM Fixed Income, on why it’s time to turn more optimistic on emerging-market assets. Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, on the U.S. Treasury's plan to use emergency CFIUS law to curb China takeovers. Craig Torres, Economy & Federal Reserve Reporter for Bloomberg, on how a Southern city has hit on a successful formula for incubating businesses. Peter Kenny, Founder of Strategic Board solutions, on markets and crude.
Libya Conflict Is Hugely Overlooked Issue On Oil Capacity: Wald
30 perc
1249. rész
Dr. Ellen Wald, President of Transversal Consulting, to discuss OPEC’s decision and will it means for oil markets and for gasoline prices for US consumers. Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on how the Disney/Comcast bidding war for Fox assets will play out. Alberto Gallo, Partner and Portfolio Manager at Algebris UK Limited, on Italian debt, highlights from the Sintra central banks symposium, and BOE. Shira Ovide, Bloomberg Opinion columnist, on how the Supreme Court ruling on internet tax collection will impact Amazon as well as smaller companies.
The Ball Is In Comcast’s Court :Paul Sweeney
27 perc
1248. rész
Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, will discuss 21st Century Fox agreeing to a $71 billion bid from Disney. Sarah Ponczek, Bloomberg Cross-Asset Reporter, will discuss recent news of General Electric getting kicked out of the Dow. Eric Kuby, CIO of North Star Investment Management, on the small and micro-cap stocks. Mark Freeman, CIO of Westwood Holdings Group, will discuss global growth and how it may be impacted by Tariffs and global trade disputes, as well as inflation concerns and market volatility.
We are starting to see the fruit of regulatory easing: Terrazas
30 perc
1247. rész
Aaron Terrazas, Zillow senior economist, on new homes starts data, and the housing market. Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on U.S trade and tariffs. David Carrington, Jefferson County Commissioner in Alabama, will discuss how Jefferson County Commission saved $14.2 million by refinancing existing debt. Micheal Rea, CEO of RX savings solutions, regarding the latest with the drug price debate and Trump policy.
Hard to Price in Tarrifs: Michael Zezas
30 perc
1246. rész
Tom Halverson, CEO of CoBank, discusses the US farm economy in light of Trump tariffs and trade wars. Aaron Kennon, Chief Executive Officer at Clear Harbor Asset Management, on markets and investing. Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan Stanley, on U.S tariffs on Chinese imports. Jamie Gilpin, CMO at Sprout Social, will discuss the data in their recent report as it relates to Facebook still reigning as the supreme social network, and how businesses can adapt based on their current strategies.
Other Countries Are Going To have To Learn To Deal With President Trump : Jack Devine
28 perc
1245. rész
Joining Bloomberg Markets AM today is Andrew Mayeda, Bloomberg Economics Reporter, to
discuss the impact of the tariffs on trade. Also joining the show is Paul McNamara,
Investment Director at GAM UK to talk emerging markets. We also have Greg Hahn, Winthrop
Capital Management, President and CIO, to discuss the bond markets. And rounding out
today’s show is Jack Devine, Founding Partner and President of the Arkin Group on his latest
intelligent report on North Korea and the Trump tariffs on China.
Health Care Investing and Economic Outlook
30 perc
1244. rész
Joining the Bloomberg Markets AM show is Scott LI, Principle of CRG private health sector, discussing their acquisition of Envision health care corporation. Also joining the show is Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the FOMC meeting and economic outlook. We also speak with Gerry Smith, Bloomberg Media Reporter, on his recent article "Disney Under Gun to Respond to Comcast's $65 Billion Fox Bid”. Rounding out the show is Eric Stein, Co-Director of Global Income at Eaton Vance, on the bond market, the yield curve and current market outlook.
Oil reports are very Normal : Stephen Schork
23 perc
1243. rész
Stephen Schork, President of the Schork Group, on oil markets, natural gas, and upcoming OPEC meeting. Roger Hargens, CEO of Accumold, on the wearable market, and how they are tackling the skilled worker shortage. Jim Kee, President of South Texas Money Management, will discuss the markets, the economy, and investment strategy. an outlook for the economy and markets.
Look at Value Compared to growth says Bent Hunt
32 perc
1242. rész
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses CPI data, the FOMC, the range bound market, and treasury futures. Ben Hunt, Chief Investment Strategist at Salient, will discuss inflation and economic data. Chris Thompson, President and CEO, Brand USA, will discuss the state of international travel to the U.S, and marketing strategies implemented to promote the country as a premier and welcoming destination. Evan Brown, (CFA) Director of Asset Allocation in the Investment Solutions team, UBS Asset Management, will discuss the U.S, North Korea summit, U.S inflation, the Fed, and U.S, China trade.
Markets may be facing disrespectful tweet fatigue : Paulsen
31 perc
1241. rész
Joel Levington, Senior Credit Analyst for Bloomberg Intellligence, will discuss why GE bonds may have bottomed, and why auto bonds have been among the worst this year. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, on markets, risks and current investment strategy. Paul Galvin, Chairman and CEO of SG Blocks, will discuss how the company is bringing greener container-based modules to the mainstream of modular construction. Cohen & Steers Tyler Rosenlicht, SVP and PM of midstream energy, and Nick Koutsoftas, SVP and PM of commodities, discuss the state of midstream energy in the US, and the broader commodities market.
Eric Wiegand, Senior Portfolio Manageron markets and investing
32 perc
1240. rész
Rick Helfenbein, president and CEO of the American Apparel & Footwear Association (AAFA), on how tariffs will end up costing the American consumer. Andrew Stoltmann, Securities Fraud Attorney at Stoltmann Law Offices, will discuss how Warren Buffet and Jamie Dimon are teaming up to call for the end to quarterly earning guidance by companies. Damian Sassower, fixed income strategist for Bloomberg Intelligence, will discuss the latest news with emerging market economies. Eric Wiegand, Senior Portfolio Manager for U.S. Bank Wealth Management, on markets and investing.
The Market has Distinct Trading Pattern : Phil Orlando
36 perc
1239. rész
Matt Forester, Chief Investment Officer for BNY Mellon Lockwood Advisors, will discuss key concerns with the markets today, and how they’re likely to impact investors. Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team, J.P. Morgan Asset Management, will discuss the state of the markets and the global economy. Phil Orlando, Chief Equity Market Strategist at Federated, on the confluence of politics, economics and the financial markets. Vincent Reinhart, Chief Economist at Standish, on the economic outlook and the Fed.
Expectations around the Fed have Waxed and Waned : Marvin Loh
30 perc
1238. rész
Anne Mathias, Global Rates & Foreign Currency Strategist for Vanguard, on global interest rates, the Fed, and inflation. Ram Nagappan, Chief Information Officer at BNY Mellon Pershing, on fintech and the era of the digital advisor. Simon Roy, Simon Roy, President and CEO of Invesco's robo-advisor Jemstep, on trends in the robo-advisory landscape, growth, and upending the wealth management industry. Marvin Loh, Managing Director Senior Global Markets Strategist, BNY Mellon, on fixed income.
China, Asset Management and Investing Strategies
29 perc
1237. rész
Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Carson Block, Chief Investment Officer, Muddy Waters Capital LLC, discussing China's impact on US capital markets. Also joining Pimm and Lisa is Yie-Hsin Hung CEO, New York Life Investment Management LLC, on the state and future of asset management. We also have David Hunt, President and CEO of PGIM, on investment strategies. And Shira Ovide, Bloomberg Technology Columnist, on the rally in FAAMG stock and how they are at records.
Trade issues, Re-branding and Luxury Beds
30 perc
1236. rész
Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Alberto Gallo, Partner and Portfolio Manager of Macro Strategies at Algebris UK Limited, discussing trade issues between US/EU and those effects on the economy. Also joining Pimm and Lisa is Tatiana Darie, Health Care Reporter for Bloomberg, reporting from the American Society of Clinical Oncology (ASCO) conference, with the midcaps stock to watch. Also, John Seifert, Ogilvy Chairman and CEO, to discuss why they are rebranding and the advertising industry landscape. And finally Jan Ryde, Executive Chairman and owner of Hastens Group, on the luxury bed market, and disruption in the mattress industry.
Job Switchers, Not Stayers, Will Get The Wage Increases: Slok
31 perc
1235. rész
Torsten Slok, Chief International Economist at Deutsche Bank, on jobs, the global economy, Italy and the euro. David Weil, Dean of the Heller School at Brandeis University, discusses wage stagnation, and whether it's reflected in consumer data. Clint Watts, Senior Fellow at the Foreign Policy Research Institute, discusses his new book, "Messing With The Enemy: Surviving in a Social Media World of Hackers, Terrorists, Russians and Fake News." Debbie Shon, trade lawyer with Quinn Emanuel, and former VP of International Trade and Public Policy at U.S. Steel, on Trump's steel tariffs.
Trump Steel Tariffs Will Hurt As Much As They Will Help: Deaux
30 perc
1234. rész
Joe Deaux, Metals & Mining reporter for Bloomberg, on Trump slapping steel tariffs on the United States’ closet allies: EU, Canada, and Mexico. John Moninger, Managing Director at Eaton Vance, on results of their Top of Mind Index (ATOMIX) which lays out the biggest market concerns are for financial advisors and their clients. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on Italy and Spain. Brian O’Kelley, CEO and co-founder of AppNexus, the leading independent digital advertising marketplace that sees billions of digital ad impressions cross its marketplace daily.
Too Early To Go Long Italy Debt But EU Banks Look Good: Hickmore
29 perc
1233. rész
Luke Hickmore, Senior Investment Manager for Aberdeen Standard Investments, on Italian assets. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on China trade and NAFTA. Scott Vernick, partner at Fox Rothschild and data privacy expert, discusses the rollout of GDPR, and consequences for businesses. Matt Townsend, Global business reporter for Bloomberg, on how corporations are spending the $30 billion in tax cuts that were put in their pockets in the first quarter.
$11 Billion EM Investor Is Sticking With Brazil Despite Strike
30 perc
1232. rész
Paul McNamara, Investment Director for emerging markets at GAM UK Ltd., discusses how the strike by Brazilian truck drivers is impacting global commodity markets. Fernando Napolitano, President and CEO of the Italian Business & Investment Initiative, discusses Italy’s governmental politics and the impact it’s having on the country's business community. Betsey Stevenson, Former Chief Economist at the US Department of Labor and Associate Professor of Public Policy at the University of Michigan, on why childhood education & high quality childcare should be a priority over free college. Lananh Nguyen, FX reporter for Bloomberg, on persisting misbehavior in the $5.1 trillion-a-day FX market.
Commercial Real Estate and Money Issuance
20 perc
1231. rész
Felice Maranz, Equity Reporter for Bloomberg, joins Bloomberg Markets AM to discuss the cracks in the commercial real estate market. Also joining Pimm and Lisa is Joe Mysak, Editor for Bloomberg Brief: Municipal Market- on Municipalities and new money issuance. Also joining in studio is Sylvia Jablonski, Managing Director of Capital Markets and Institutional ETF Strategist at Direxion Investments, discusses sector trade ideas.
Danger Is Building In Some Emerging Markets: Bill Rhodes
41 perc
1230. rész
Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the big news impacting the global economy: Turkey, Italy, China trade and Korea, and Venezuela. Alan Baum, auto analyst and Principal at Baum and Associates, on impact of Trump calling for an investigation of auto imports, and potential 25% tariffs. Arnold Kakuda, Banking and Credit Analyst for Bloomberg Intelligence, on Deutsche Bank's revamp plan, and impact of the Dodd-Frank repeal. Gary A. Naumick, Vice President of Engineering for American Water (NYSE: AWK), to discuss the nation's aging infrastructure, the opportunity for investment, and the value of public/private collaboration.
EM Countries With Weaker Fundamentals See Repricing: BBH's Thin
33 perc
1229. rész
Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on emerging markets, currencies, and Turkey in freefall. Matt Miskin, market strategist for John Hancock Investments, on why the yield curve will invert if the Fed hikes four times. Logan Mohtashami, Senior Loan Officer for AMC Lending, on why there is no such thing as affordable housing in America. Leigh Curyer, CEO of uranium mining company NexGen Energy, on how Russia may countersanction uranium, and the outlook for nuclear energy.
Venezuela Has a Refugee Crisis Of Syrian Magnitudes: Hausmann
36 perc
1228. rész
Ricardo Hausmann, Harvard economist and Former Minister of Planning for Venezuela, discusses Venezuela’s elections and economic outlook.Alan Bjerga, agriculture reporter for Bloomberg, on how the agriculture sector is hurting from GOP policies on trade, NAFTA, and the rejection of farm legislation in the House.Leigh Curyer, CEO of uranium mining company NexGen Energy, on how Russia may countersanction uranium, and the outlook for nuclear energy. Travis Briggs, CEO of ROBO Global, on investing in robotics, automation and AI.
Emerging Markets Selloff Presents Buying Opportunities: Dennis
27 perc
1227. rész
Geoff Dennis, Head of Global Emerging Market Strategy at UBS Securities, on emerging markets and why he thinks the gloom over EM equities is overdone. Ferdinando Giugliano, Bloomberg Opinion columnist in Rome, on the populist government plan in Italy, and how Italian/euro assets are being impacted. Dan Moss, Economics Editor and columnist for Bloomberg Opinion, on China casting doubt on report of a $200 billion trade deficit. Aaron Brown, Bloomberg Opinion columnist and former Head of Financial Market Research at AQR Capital Management, on pension funds, market valuations, and cryptocurrencies.
Increasing Longevity Is Putting Strain On Global Pensions: Yik
28 perc
1226. rész
Guests:
Han Yik, Head of Institutional Investors at the World Economic Forum, discusses the global pension crisis.David Ourlicht, Commissioner & Chair of the Investment Committee, New York State Insurance Fund, and special adviser to the Chairman of GAMCO, discusses market outlook, infrastructure and asset allocation strategy.Phil Orlando, Chief Equity Market Strategist at Federated, on markets and investing, and why he sees value in the US equity market.Mark Rosenberg, CEO and Co-Founder of Geoquant, on their Mueller Index and how recent turnover at the White House is impacting the political risk in markets.
Ad Budgets Shift from Social Media To Connected TV: Steelhouse
30 perc
1225. rész
Mark Douglas, CEO of Steelhouse, on how advertisers value different media platforms, and how adding regulation to data-rich media platforms like Facebook could impact how much ad dollars they receive. Will Kennedy, Managing Editor: EMEA Energy & Commodities for Bloomberg in London, on the first detailed insight into Saudi Aramco’s financials, ahead of their impending IPO. Bob Mulroy, CEO of Partner Therapeutics, and former CEO of Merrrimack, on FDA approval of their first drug, Leukine, for acute radiation syndrome (ARS), and why the government is interested. Joe Minarik, Director of Research at the Committee for Economic Development, and former Chief Economist at the Office of Management and Budget for the Clinton Administration, on why the deficit is the greatest threat to the future of business.
CVS Is Top Healthcare Pick, Good Price Now: Pointview’s Dietze
30 perc
1224. rész
David Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, on earnings season, FAANG stocks, and his top stocks to make money for the rest of the year. Burt Flickinger, Managing Director for Strategic Resource Group, on why ESL Investments' offer for Kenmore and other Sears assets is great for CEO Lampert, but not so good for Sears. Holly Liss, Managing Director, Futures and Commodities Group at BTIG, on the flattening yield curve and the 10-year UST heading to 3%.Juan Manuel Santos, President of the Republic of Colombia, on elections, the Venezuela crisis, US trade tensions, and what's next after his term ends this August.
Argentina Selloff Is A Buying Opportunity, Turkey Not So Much
30 perc
1223. rész
Paul McNamara, Investment Director for emerging markets at GAM UK, on the big selloff in Argentina, and why Turkey is still a risk. Tom Gimbel, Founder and CEO of LaSalle Network, on jobs data, and why companies aren't paying more wages. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on how the potential bankruptcy of ZTE Corp. could be the shot that triggers the US-China trade war. Will Rhind, CEO of GraniteShares, on outlook for commodities, gold, and Iran impact on oil.
Wealthy Endowments Should Subsidize Education: Ken Langone
37 perc
1222. rész
Ken Langone, Co-Founder of Home Depot and former director of the New York Stock Exchange, discusses his new book, "I Love Capitalism: An American Love Story," education in America, and his investment in Palantir. Daniel Wager, Vice President: Global Financial Crime Compliance at LexisNexis Risk Solutions, on how companies should prepare for Iranian sanctions, and potential financial crimes surrounding Michael Cohen. Ken Shea, Senior Analyst Global Food, Beverages & Tobacco for Bloomberg Intelligence, on the skyrocketing M&A activity in the cannabis industry. Bermuda Premier David Burt on their growing crypto business and commitment to blockchain, and the regulatory environment.
Don't See A Scenario That Moonves Stays At Company: Sweeney
28 perc
1221. rész
Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on the Redstone family defeating the CBS bid to undercut control of company. Peter Pulikkan, US Energy analyst for Bloomberg Intelligence, discusses how U.S. refiners are maxing out on the shale they can process, as production surges. KC Mathews, Economist and Chief Investment Officer at UMB Bank, discusses market outlook, yield curve, inflation and current investment strategy. Jennifer Bartashus, Senior U.S. food retail and mass merchants analyst for Bloomberg Intelligence, on Walmart earnings and Kroger's pact with online grocer Ocado Group.
Power Of US Sanctions Is Diminished After Caving On ZTE: Lake
31 perc
1220. rész
Eli Lake, Bloomberg Opinion columnist on why Trump's cave to China's ZTE hurts his Iran strategy, and North Korea threatening to cancel the Trump summit. Jeff Smedsrud, co-founder of HealthCare.com and Founder and CEO at PivotHealth.com, on Trump's new drug pricing proposal, insurance affordability, and Obamacare outlook. Sarah Halzack, Bloomberg Opinion retail columnist, on Macy's sales gains and positive outlook. James Bach, Government Analyst: Federal Contracts for Bloomberg Intelligence, on the likely winner of the $10 billion Pentagon cloud contract: Amazon vs. Microsoft.
US Reversal On ZTE Shows Weakness On Trade Negotiations: Miller
28 perc
1219. rész
Leland Miler, CEO of China Beige Book, on Trump backtracking on moves against China's ZTE Corp, and what this signals about his trade war stance. Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, on the US Supreme Court ruling that states can legalize single-game sports betting. Alan Johnson, Managing Director and Founder of Johnson Associates, discusses results from their quarterly financial services compensation survey. Victoria Espinel, President and CEO of BSA: The Software Alliance and President of Software.org: The BSA Foundation, discussesintellectual property issues between the US and China, digital trade rules, and the software talent shortage.
High Yield, EM Most Vulnerable To Asset Collapse: TCW's Rivelle
30 perc
1218. rész
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the disconnect between asset prices and income, and current investment strategy. Tom Russo, Managing Partner at Gardner Russo & Gardner LLC, on why Philip Morris is poised to benefit from investment in smoke-free products. Brandon Kochkodin, Managing Editor for Bloomberg News, on how Apple and other big companies are no longer disclosing offshore cash positions, making it difficult to gauge whether tax changes are stoking federal investment.Sandy Miller, Partner at Institutional Venture Partners (IVP) on why Silicon Valley will see IPOs as well as more M&A, and how tech companies have been shutting out Wall Street.
Tesla Will Go Bankrupt Without A Near-Term Cash Raise: Schultze
33 perc
1217. rész
George Schultze, head of Schultze Asset Management, discusses the distressed equities and debt markets, and outlook for Tesla. Larry Noble, Senior Director and General Counsel for the Campaign Legal Center, and Bill Allison, campaign finance reporter for Bloomberg, on the gray area of backdoor lobbying to Trump by AT&T, Novartis, and others. Hugh Bromley, Solar market analyst for Bloomberg New Energy Finance, on California requiring solar panels be installed on all new homes starting in 2020. Toby Harshaw, Bloomberg Opinion columnist, discusses the situation in Iran, the military escalation in Israel, and the Korea summit.
Corporate Payments To Cohen Are A Serious Legal Matter: Feldman
30 perc
1216. rész
Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, on the payments that Michael Cohen received from corporations and a Russian oligarch, and the line between lobbying and bribes. John Kilduff, Founding Partner of Again Capital, on the oil markets, and why he expects oil to go to $80-85 a barrel.David Kotok, Chairman and CEO of Cumberland Advisors, on current investment outlook, the labor force and the Fed. Dr. Richard Chin, CEO of Kindred Biosciences, Inc., on the FDA approval of their new topical drug to treat weight loss in cats, and the company's extensive drug pipeline for pets.
Seeing EM Fund Outflows Accelerate, More Pain To Come: Sassower
29 perc
1215. rész
Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on whether we are reaching the bottom for EM. Elizabeth Nyamayaro, Senior Advisor to the Under Secretary-General and Executive Director of UN Women, and Head of the HeForShe Initiative, on the critical issues facing women around the globe.Anil Dash, CEO of Fog Creek Software, on how to make big tech more ethical and closing the gender pay gap.Max Nisen, Bloomberg Opinion columnist covering health care, on the Takeda-Shire deal. Broadcasting live from BLOOMBERG’s BUSINESS OF EQUALITY SUMMIT in the New York City corporate headquarters.
Summer Driving Season Will Pump Oil Prices Until Fall: Schenker
28 perc
1214. rész
Jason Schenker, President of Prestige Economics and a Bloomberg Prophet, discusses how a renewal of sanctions on Iran are impacting oil markets, and outlook for summer driving season.Ken Weissenberg, Partner-in-Charge, EisnerAmper Real Estate Group, on the Blackstone-Gramercy deal and how the shift to online shopping has boosted demand for warehouse REITS.Wiivv's Shamil Hargovan, Co-Founder and CEO, and Hannah Zachritz, Director of Product & Design, on the company’s 3D printing process for customized footwear, and how one of their engineers completed the Boston Marathon in their flip flop sandals. David Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, on key takeaways from the Berkshire Hathaway meeting.
Elon Musk Call Was Reminiscent Of The 2001 Enron Call: Johnson
28 perc
1213. rész
Gordon L. Johnson, Vertical Group Analyst and Managing Director, on Tesla’s outlook and cash burn.Bermuda Premier David Burt on their economy, tax haven status, and Bermuda as a regulatory play for insurance companies.David Ritter, Senior Analyst: Payments, Fintech & Specialty Finance Analyst for Bloomberg Intelligence, on how Amazon expanding its payment system will impact the payments space. Ogilvy & Mather WW Chairman and CEO John Seifert on the industry business climate, building brands in today's environment, consolidating under "one" Ogilvy, and company outlook after Sorrell.
Government Should Be Borrowing As Much As They Can Now: Stern
31 perc
1212. rész
Joel Stern, Chairman and CEO of Stern Value Management, discusses government debt. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, with key takeaways from Apple earnings. Will Pruett, Portfolio Manager of the Fidelity Latin America Fund (FLATX), on current investment opportunities and risks in Latin American markets, and why he's overweight Brazil. Jim Fallon, Editorial Director of Women's Wear Daily, on the economic impact to the global fashion world from the upcoming Royal Wedding.
Ludicrous To Attack China For Supporting Its Own Economy: Roach
28 perc
1211. rész
Stephen Roach, Senior Fellow and lecturer at Yale University and a Bloomberg View columnist, discusses whether China has the edge in US trade negotiations. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Gadfly, on how US supply and geopolitics are impacting oil prices. Steve Milunovich, analyst at UBS Securities, on what to expect from Apple earnings. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on quarterly refunding by the Treasury.
Unlikely For Sprint And T-Mobile Deal To Get Approved: Butler
31 perc
1210. rész
John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on T-Mobile to acquire Sprint Corp. for $26.5 billion in stock. Andy Lipow, President of Lipow Oil Associates, on Marathon Petroleum to buy rival oil refiner Andeavor for $23.3 billion, in a deal that could create the largest independent fuel maker in the U.S. Jim Vogel, Interest Rate Strategist for FTN Financial, on why yields are pegged more to inflation than supply. Walter Kemmsies, Economist and Chief Strategist of JLL's Ports, Airports and Global Infrastructure Group, on Mnuchin's upcoming trip to China, and outlook for tariffs.
Consumers Will Be Able To Get Paid For Their Own Data: SRAX CEO
30 perc
1209. rész
Chris Miglino, CEO and Founder of SRAX (Social Reality), on how data is controlled and managed, how regulation will impact big tech media ad dollars, and developing technology for consumers to control and sell their own data.Hal Brands, Henry A. Kissinger Distinguished Professor at Johns Hopkins University and Bloomberg View columnist, on the implications for North and South Korea agreeing to finally end a seven-decade war.Michael Scanlon, Portfolio Manager for Manulife Asset Management, on big tech and energy, rebalancing the portfolio, and investment outlook.Fernando Valle, oil & gas analyst for Bloomberg Intelligence, on Exxon and Chevron earnings
Fiat Chrysler Ahead Of The Pack In Transition To SUVs: Kudla
31 perc
1208. rész
(Bloomberg) -- Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz.
Guests:David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on auto earnings, and a broader look at the auto industry.
Yalman Onaran, Senior Writer: Banking and Finance for Bloomberg, on why he’s skeptical that Deutsche Bank can execute its latest plan.
Scott Li, principal at CRG, a healthcare private investment firm, discusses investment opportunities in the healthcare landscape.
Shira Ovide, Bloomberg Gadfly technology columnist, on Facebook, Amazon, and a look at investor jitters abvout Apple.
Facebook Tries to Curb Fake News, Abuse with New Guidelines
34 perc
1207. rész
Monika Bickert, Vice President, Product Policy and Counterterrorism at Facebook, on the company's update of community standards. Phil Bak, CEO of Exponential ETFs, on overexposure to FAANG trade in traditional market cap indexes, and a preview of Facebook earnings. Erik Fyrwald, CEO of Syngenta, on developing technologies including a malaria insecticide, their recent debt offering, and an upcoming EU ruling to ban one of their insecticides. Dr. Silviu Itescu, CEO of Mesoblast, (ASX:MSB; Nasdaq:MESO), on the opioid crisis, their product pipeline, and potential partners.
Higher U.S. Yields Are Shifting The Risk-Reward in EM: Sassower
28 perc
1206. rész
FOCUS ON FIXED INCOME: Damian Sassower, fixed income strategist for Bloomberg Intelligence, on emerging market debt and what higher US yields mean for EM.Jason Trennert, Chairman and Chief Investment Officer of Strategas Research Partners, on why the real economy will outperform the market in 2018.Alex Webb, Bloomberg Gadfly columnist covering technology, on Google's spending surge and Apple manufacturers signaling slowdown in iPhone demand.Max Nisen, Bloomberg Gadfly health care columnist, on Takeda close to buying Shire, and today's big health care earnings.
We want to be a consolidator in the industry: William Weld
35 perc
1205. rész
Dave Lafferty, Chief Market Strategist of Natixis Investment Managers, on markets and outlook. Also joining Pimm and Lisa is Scott Black, President and Founder of Delphi Management, on value investing and current stock picks. We also discuss cannabis legalization with former Massachusetts Governor William Weld, and Kevin Murphy, CEO of Acreage Holdings. Also joining to discuss oil and OPEC, is Joe Carroll, Bloomberg U.S. Energy Reporter and Houston Bureau Chief. Rounding out the conversation on munis is Joe Mysak, Editor for Bloomberg Brief: Municipal Market.
Credit Investors See Highest Rate Risk Exposure Ever: Dhulipala
31 perc
1204. rész
Srinivas Dhulipala, founder of credit hedge fund Kildonan Castle Asset Management, on why rate volatility presents the single-biggest risk to the high-yield credit market. Shira Ovide, Bloomberg Gadfly technology columnist, on Amazon CEO Jeff Bezos' annual shareholder letter, and Facebook building a team to design its own chips. Frank Holmes, CEO and CIO of US Global Investors, on the case for gold. Richard Conn, Managing Partner of Eurasia Advisors, on US-Russia relations, impact of sanctions, ruble outlook, and what response would be effective in dealing with Moscow.
U.S. Better Be Prepared For Another Strike On Syria: Stavridis
33 perc
1203. rész
Admiral James Stavridis, retired U.S. Navy admiral and former military commander of NATO, current dean of the Fletcher School at Tufts University and Bloomberg View contributor, on Mike Pompeo speaking with Kim Jong Un, and the conflict in Syria. Justin Sunerok, Founder and CEO of Verge, on their new partnership with Pornhub for its users to accept Verge cryptocurrency as payment. Luxembourg Finance Minister Pierre Gramegna on EU integration and trade outlook, taxation and its status as tax haven, and European growth. Sridhar Natarajan, High Yield Debt and Syndicated Loan Reporter, on Goldman and Blackstone being on opposite sides of an ego clash over swaps.
$800 Million Crypto Fund Sees A Revolution in Finance: Masters
28 perc
1202. rész
Coinshares Chairman Danny Masters discusses the outlook for bitcoin and crypto currencies, security, and regulation in the industry.Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the yield curve, Richard Clarida and Fedspeak this week.PenFed CEO James Schenck discusses providing seed capital to fund veteran start-ups via their new Veteran Entrepreneur Investment Program. Kevin Tynan, Senior Auto Analyst for Bloomberg Intelligence, on China removing ownership caps on automakers.
Banks At Cycle Top, Will Be Down 30-50% In 12-18 Months: Peabody
32 perc
1201. rész
Charles Peabody, President of Portales Partners LLC, on bank earnings and why we are seeing a lower quality of earnings. Brian Egger, Senior Gaming and Lodging analyst for Bloomberg Intelligence, on continued consolidation in the gambling industry, as Icahn plans to sell Tropicana in a $1.85 billion deal. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, on why the market is undervalued and current credit conditions.David Chene, Managing Partner at Kennedy Lewis Investment Management LLC, on whether corporate debt will be leading the US into the next recession.
Delinquencies Hint At Pockets of Frayed Consumer Health: Cutts
28 perc
1200. rész
Amy Crews Cutts, Chief Economist for Equifax, on the rising amount of consumer debt.David Lee, COO and CFO of Impossible Foods, on its plant-based burger making its fast food debut at White Castle. Barry James, President and CIO of James Investment Research and portfolio manager of the James Balanced: Golden Rainbow Fund (GLRBX), on current positioning, and stock picks. Larry Liebert, National Security Editor for Bloomberg, on the situation in Syria, and changes at the NSA.Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on how middle east tensions are impacting oil price.
All Eyes Swivel To Washington As Trump Tweets, Ryan To Exit
33 perc
1199. rész
Marty Schenker, Chief Content Officer for Bloomberg, on headlines moving markets today: U.S. mulling military strategies in Syria, Trump considering firing Rosenstein to end Mueller investigation. Billy House, congressional reporter for Bloomberg, on Paul Ryan's announcement to not seek reelecion, and who could replace him. Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst, on the two big issues that Facebook will need to tackle. Shira Ovide, Bloomberg Gadfly technology columnist, with recap and analysis of Mark Zuckerberg's testimony before Congress.
California Plans to Cut Emissions By 40% By 2030: Edison CEO
32 perc
1198. rész
Pedro Pizarro, President and CEO, Edison International, on investing in new energies, and how utilities are positioning themselves to benefit from the shift to electric vehicles.Anne Finucane, Vice Chairman, Bank of America, on investing in clean energy, sustainable financing, and how policy about social risk directs investment in different industries. Chris Mowry, CEO of General Fusion, on what the private sector and governments are doing to support nuclear fusion, and why break-even fusion is possible. Tom Wilson, mining and commodities reporter for Bloomberg, on how Russia sanctions are reverberating through the global commodities markets.
Developing A Secure Nuclear Energy Strategy In Middle East: IP3
28 perc
1197. rész
Guests:
General (Ret.) Keith Alexander, U.S. Army, Co-founder and Director at IP3, on creating a strategy for secure economic development of nuclear energy in the Middle East, and implications for the region. Chris Ailman, Chief Investment Officer at CalSTRS Investments, discusses Facebook’s need to give voting rights to capital investors, and addresses the potentially material financial impact of climate change.Tom Fanning, Chairman, President & CEO, Southern Company, on his nuclear bet, investing in solar, and the future landscape of energy in the US. Sunpower CEO Tom Werner discusses new panel factory, tariffs, industry landscape and company outlook.
Live from Bloomberg’s Future of Energy Global Summit in New York City.
Deflationary Forces Will See 30-Year UST Going To 2%: Shilling
32 perc
1196. rész
Guests:
Gary Shilling, President of A. Gary Shilling & Co. and Bloomberg View Prophet and columnist, on markets, commodities and current investment themes.Brendan Ahern, CIO of KraneShares, on China, tariffs, and current China investment strategies.Erin Browne, head of asset allocation at UBS Asset Management, discusses markets and current allocation strategy, trade war impact, and currencies outlook.George Kurian, CEO of NetApp, and Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the company’s financials and outlook, and keeping data safe in the cloud.
Trade Uncertainty Means Volatility Is Here to Stay: Clay Lowery
32 perc
1195. rész
Clay Lowery, Managing Director at Rock Creek Global Advisors and former Assistant Secretary for International Affairs at the US Treasury Department, on tariffs, and the US considering an emergency CFIUS law to curb China takeovers. Brian Kleinhanzl, Equity research analyst at Keefe, Bruyette & Woods, discusses why Goldman's transition to be more "bank-like" may fail. Hugh Son, Bloomberg finance reporter, on the Wall Street battle between man and machine, and highlights from Jamie Dimon's annual letter to shareholders. Cole Smead, Managing Director and Portfolio Manager at Smead Capital Management, on markets and how passive vehicles don't help investors during bear markets.
Weak Dollar To Continue As Central Banks Reallocate: Borthwick
31 perc
1194. rész
Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, on currency strategy, dollar weakness, and why the Canadian dollar will rebound. Satish Jindel, President of SJ Consulting, dispels Trump’s claims about Amazon and USPS, and discusses the impact of tariffs on the transports and container ship industry. Dr. Ellen Wald, scholar at the Arabia Foundation, discusses oil markets and her new book, "Saudi, Inc," a history of Saudi Aramco and the family that controls the multi-trillion dollar enterprise. Rob Croce, Managing Director of Quantitative Strategies at Salient Partners, on asset allocation and risk parity strategy, as market volatility and negativity increases.
Trump Government Muddies Economics With Politics: Alan Blinder
30 perc
1193. rész
Alan Blinder, economist and former Vice-Chair of the Federal Reserve, on his new book, "Advice and Dissent: Why America Suffers When Economics and Politics Collide." Jordyn Holman, Bloomberg reporter, discusses why Sinclair contracts made it too expensive for reporters to quit amidst controversy over pro-Trump scripts. Baroness Helena Kennedy, Labour Party Member at the House of Lords, on outlook for Brexit, and how the UK economy is already feeling the pinch. Jonathan Miller, President and CEO of Miller Samuel, on Manhattan home prices plunging by the most since the recession.
Hold On To Tesla, As Management Tackles Balance Sheet: Houchois
28 perc
1192. rész
Guests:Philippe Houchois, equity analyst at Jefferies, on why he thinks investors should hold onto Tesla, as the stock comes under pressure amidst production concerns.Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China tariffs and outlook for trade war.Bloomberg Gadfly’s Max Nisen, health care columnist, and Tara Lachapelle, deals columnist, on why a Walmart-Humana makes sense.Jennifer Bartashus, consumer analyst for Bloomberg Intelligence, on a California ruling that will require coffee sellers and retailers like Starbucks to issue cancer warnings.
Anything Over 3% On 10-Year UST Is Overreaction: PGIM’s Collins
30 perc
1191. rész
Mike Collins, Senior Investment Officer, Portfolio Manager and at PGIM Fixed Income, on current investment strategy, the yield curve and rate hike outlook. Shira Ovide, Bloomberg Gadfly technology columnist, on Trump’s attacks on Amazon, Apple’s new iPad, and why investors are suddenly concerned about the big tech companies. Jim Nadler, CEO of Kroll Bond Rating Agency (KBRA), on the business outlook and how the US deficit may impact its rating. Michaela Ross, Bloomberg Law technology reporter, on how campaign donations made in bitcoin are raising concerns with finance transparency groups about fraudulent giving.
Tesla Will Burn Through Cash By First Half Of 2019: Levington
31 perc
1190. rész
Joel Levington, Senior credit analyst for Bloomberg Intelligence, on Moody’s downgrade of Tesla’s bonds to Caa1, which may slice about 3 points of value off the notes and create a dilemma in raising money. Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic adviser to President Clinton, on trade war with China, and who stands to win or lose. Max Chafkin, technology reporter for Bloomberg Businessweek, discusses Facebook updating privacy tool, and what to expect from Mark Zuckerberg testifying before Congress. Stephen Rannekleiv, Global Beverages Strategist for Rabobank International, on the growth in online sales of alcohol and who will be the winners, as well as any tariff impacts to the industry.
How Facebook Enabled Scam Advertisers Via Affiliate Marketers
28 perc
1189. rész
Robert Friedman, Senior Editor, Projects & Investigations for Bloomberg, on how Facebook helps shady advertisers. Jack Devine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, discusses why he supports Trump's CIA director nominee, Gina Haspel.Bloomberg View columnist Jared Dillian, editor and publisher of "The Daily Dirtnap," discusses his column: "Private Equity? It's More Like Pirate Equity."Chris Hughes, deals columnist for Bloomberg Gadfly, discusses Akzo Nobel selling chemicals unit to PE firm Carlyle for $12.5 billion, and Glaxo buying Novartis' consumer health division for $13 billion.
US Trade Threats To China Are More Bark Than Bite: McDonough Samara Lenga
30 perc
1188. rész
Mike McDonough, Chief Economist: Financial Products for Bloomberg, on China’s reaction to Trump’s tariffs, and the possibility they will reduce US Treasury purchases as bargaining leverage. Dr. Garth Graham, President of the Aetna Foundation and former deputy assistant secretary of HHS, to discuss their Healthiest Communities report, and their initiative to address the opioid crisis. Ken Monaghan, Co-Director of Global High Yield at Amundi Pioneer, on credit markets, rate hike outlook, and opportunities and risks in high yield. MID MARKET REPORT: David Dullum, President of Gladstone Investment Corporation (NASDAQ: GAIN), on why this PE fund focuses on lower middle market buyouts, and how BDC's can add more leverage after recent tax law addendum.
Increasing Longevity Is Putting Strain On Global Pensions: Yik
28 perc
1187. rész
Guests:
Han Yik, Head of Institutional Investors at the World Economic Forum, discusses the global pension crisis.David Ourlicht, Commissioner & Chair of the Investment Committee, New York State Insurance Fund, and special adviser to the Chairman of GAMCO, discusses market outlook, infrastructure and asset allocation strategy.Phil Orlando, Chief Equity Market Strategist at Federated, on markets and investing, and why he sees value in the US equity market.Mark Rosenberg, CEO and Co-Founder of Geoquant, on their Mueller Index and how recent turnover at the White House is impacting the political risk in markets.
China Tariffs Are Mild, Investors Should Be Relieved: Miller
29 perc
1186. rész
Leland Miler, CEO of China Beige Book, on Trump set to announce $50 billion of tariffs against China over intellectual-property violations.David Garrity, CEO of GVA Research, on Zuckerberg's apology over Cambridge Analytica crisis, and the importance of quantum computer cybersecurity.Tara Lachapelle, Bloomberg Gadfly deals columnist, on outlook for Time Warner-AT&T, as the CEOs head to court today for the DOJ lawsuit seeking to block the merger. John Love, President and CEO of USCF, discusses commodities, oil and gas, and how their private equity ETFs have performed.
As Economy Underwhelms, Favor Treasuries Over Stocks: Sri-Kumar
31 perc
1185. rész
Komal Sri-Kumar, President and Founder of Sri-Kumar Global Strategies, and a Bloomberg Prophet, on the FOMC and what to expect from today's meeting, and why Treasuries have the winning hand over equities. Jim Anderson, CEO of SocialFlow, discusses the issues surrounding data mining, privacy and the controversy over Facebook and Cambridge Analytica. Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on why Tesla bondholders won't have a good 2018. Ben Penn, labor reporter for Bloomberg Law, on the DOL releasing a controversial tip-sharing rule without data showing it could allow businesses to skim $640 million in gratuities.
More Pain To Come For Grocers, As Amazon's Push Grows: Mushkin
29 perc
1184. rész
Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on casualties in the grocer landscape, as Amazon fuels competition. Sarah Frier, technology reporter for Bloomberg, on how Facebook made its Cambridge Analytica data crisis worse, and how Congress is responding. Andrew Mayeda, global economy reporter for Bloomberg, on China pledging action on tech transfers, as Trump prepares to impose tariffs worth as much as $60 billion on Chinese products. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, previews the FOMC meeting.
Weight Watchers Wants To Own The Healthy Kitchen: CEO Grossman
30 perc
1183. rész
Mindy Grossman, CEO of Weight Watchers, discusses the shift from focusing on losing weight to overall health and wellness, and the launch of their Healthy Kitchen products.Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on Apple developing their own screens, Facebook in hot water after the Cambridge Analytica data breach, and Time Warner going to trial against the DOJ.Elliot Weissbluth, Founder and CEO of HighTower Advisors, on the repeal of DOL's fiduciary rule, and what it means for financial advisors and investors. Susanne Barton, Bloomberg commodities reporter, on why industry barons see a future in mining asteroids in space for water and minerals.
Irish Border Issue Is Increasingly Difficult to Solve: Harkin
32 perc
1182. rész
Marian Harkin, European Union Parliament Member representing Ireland, discusses Brexit and the border between Northern Ireland and the Republic. Jennifer Bartashus, Senior U.S. Food Retail Analyst for Bloomberg Intelligence, and Alan Bjerga, Bloomberg agriculture reporter, on Walmart: farming drones and e-commerce whistle blower.Chuck Lieberman, Bloomberg Prophet and Chief Investment Officer & Managing Partner Advisors Capital Management LLC, on more bad news for the MLP sector. Dr. Eric Cole, CEO of Secure Anchor Consulting, and former Technical Director for the C.I.A. who served on the Cybersecurity Commission for President Obama, discusses the Russian hack on US critical infrastructure.
Private Equity Sowed the Seeds For Toys, iHeart Bankruptcies
37 perc
1181. rész
Phil Brendel, senior credit analyst for Bloomberg Intelligence, and Matt Townsend, Global business reporter for Bloomberg, on Toys R Us liquidating stores, and iHeart filing for bankruptcy.Yalman Onaran, Senior Banking and Finance Writer for Bloomberg, on the U.S. Senate passing legislation to ease Dodd-Frank banking rules that were prompted by the global financial crisis.Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on market risks, China, and what recent dollar weakness is sayingSteve Matthews, Bloomberg economics reporter, on Larry Kudlow succeeding Gary Cohn, and wasting no time as he plunges into his role as Trump’s economic warrior
Junk ETFs Are Favorite Trading Partner to Exploit: John McClain
31 perc
1180. rész
John McClain, portfolio manager at Diamond Hill Investment Group, with color and outlook for credit markets and high-yield debt. Author Joshua Freeman, professor at Queens College and the CUNY Graduate Center, discusses his new book, "Behemoth: A History of the Factory and the Making of the Modern World.” Toby Harshaw, Bloomberg View national security editor, on Theresa May expelling 23 Russian diplomats over the poisoning of a former spy on British soil, and what this means for the U.S. Scott Lawlor, Founder and CEO at Waypoint Residential, on why you should have real estate investments in your portfolio, where we are in the real estate market cycle, and top opportunities.
China Investors' Worst Fears Coming Home In BCOM Block: Balloon
32 perc
1179. rész
Tony Balloon, the head of the China corporate consulting practice at Alston & Bird, and Bloomberg's DOJ reporter David McLaughlin, discuss Trump rejecting the Qualcomm/Broadcom merger, and potential implications for cross-border deals in the U.S. going forward. Willie Walker, CEO of Walker & Dunlop, discusses Freddie Mac's new pilot program, the housing and mortgage market, and company outlook after tax reform. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, markets and current investment strategy. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on what bond auctions are telling us.
GS Picked Solomon To Tap Modern Market, Young Blood: Schatzker
30 perc
1178. rész
Erik Schatzker, Editor-at-large for Bloomberg, on Goldman announcing David Solomon will be the sole president of the company, and Lloyd Blankfein saying reports of his exit are premature. MID MARKET REPORT: Steven DeSanctis, Managing Director and small/mid-cap analyst for Jefferies, on current trends and opportunities in the small to mid-cap space. Ariel Cohen, Senior Fellow at the Atlantic Council and director of the Center for Energy, Natural Resources and Geopolitics at the IAGS, on North Korea and Russia. Jonathan Hill, Founder and Owner of Jonathan A. Hill Booksellers, on pricing rare books, and highlights from the annual Antiquarian Book show, where a Copernicus was on sale for $2 million.
Korea Gesture Is A Blink We Should Take Advantage Of: Devine
30 perc
1177. rész
Jack Devine, former Acting Director of the CIA and President of security firm The Arkin Group, and Toby Harshaw, Bloomberg View editor, discuss President Trump upcoming meeting with North Korea's Kim Jong Un.Noel Hebert, Director of Credit Research for Bloomberg Intelligence, on Toys R Us said to prepare for a shutdown of its US operations, and Claire's preparing to file bankruptcy. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the bond markets and current investment strategy. Max Nisen, Bloomberg Gadfly columnist covering health care, discuss the health care industry landscape following the Express Scripts-Cigna, and potential anti-trust issues.
You’ll Always Have Humans That Want To Con Other Humans: Quadir
29 perc
1176. rész
Fahmi Quadir, Founder and CIO of Safkhet Capital LP, discusses starting her short-only hedge fund, and how she targets a stock. Priya Misra, Head of Global Rates at TD Securities, on the ECB rate decision, and the upcoming payroll report. Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on trade and tariffs, and what populism really means.Lara Rhame, Chief US Economist at FS Investments, on economic indicators, volatility, tariffs and the Fed.
Humans Are Progressing Despite The Gloomy News Flow: Pinker
31 perc
1175. rész
Steven Pinker, Harvard psychologist and professor, discusses his new book, "Enlightenment Now: The Case for Reason, Science, Humanism and Progress."Paresh Upadhaya, Director of Currency Strategy at Amundi Pioneer, on how the dollar will perform going forward under a protectionist agenda, and his favorite FX trade for 2018.Beatrice Fihn, Executive Director of the International Campaign to Abolish Nuclear Weapons (ICAN), discusses a report that reveals what companies benefit from a new arms race.Vincent Piazza, Senior Equity Energy Analyst and Global Sector Leader for Bloomberg Intelligence, on oil, US shale overtaking OPEC, and what E&P companies will do with their excess cash.
In the End, China Will Ensure North Korea Security: Harshaw
31 perc
1174. rész
Toby Harshaw, Bloomberg View editor, on North Korea willing to give up its nuclear weapons if the safety of Kim Jong Un’s regime is guaranteed. Brendan Brown, Chief Economist and Head of Economic Research at Mitsubishi UFJ Securities, on currency manipulation, and why Jay Powell is walking a monetary tightrope blind. Ram Ahluwalia, CEO and co-founder of Peer IQ, on Amazon to offer checking accounts. David Katz, President and CIO of Matrix Asset Advisors, on his current stock picks, and why you should buy Wells Fargo now during this period of uncertainty.
Trump’s Exact Tack On Tariffs Still Cloudy: Bloomberg’s Webber
29 perc
1173. rész
Caitlin Webber, US Trade Policy analyst for Bloomberg Intelligence, on impact of Trump's tariffs and outlook for a trade war. David Garrity, CEO of GVA Research, on social media giants shirking responsibility, the importance of quantum computer cybersecurity, and why trading algorithms need to be reprogrammed. Randall Rothenberg, CEO of the Interactive Advertising Bureau, discusses the rise of the brand economy, and digital media self-regulation. Jamie Butters, US autos reporter for Bloomberg, on impact of steel tariffs on the auto industry.
CFPB’s Regulation Rollback Creates Financial Inclusion: Zywicki
28 perc
1172. rész
Todd Zywicki, professor at George Mason University School of Law and a former director of the Federal Trade Commission’s Office of Policy Planning, on how Mick Mulvaney’s rollback of regulations at the Consumer Financial Protection Bureau is a step in the right direction.Brooke Sutherland, Bloomberg M&A and industrials columnist, on Broadcom's hostile bid for Qualcomm facing a new hurdle, as the Committee on Foreign Investment in the US starts a probe. Edward Lazear, Professor at Stanford University’s Graduate School of Business and Senior Fellow at the Hoover Institution, on how government spending discourages work.Dan Liefgreen, Milan bureau chief for Bloomberg, on the populist turn in the Italy elections.
Tariffs Could Suppress Aluminum Price If Imports Slow: Cosgrove
24 perc
1171. rész
Market Drivers with Bloomberg stocks editor David Wilson, and Andrew Cosgrove, Senior Analyst: Energy & Mining for Bloomberg Intelligence, on impact of Trump imposing stiff steel and aluminum tariffs. Matt Boesler, Federal Reserve reporter for Bloomberg, on what to expect from Fed Chair Jay Powell’s testimony before the Senate Banking Committee.
Tyson Turns to Vegan Foods As It Seeks to Disrupt Itself
31 perc
1170. rész
Tom Hayes, CEO of Tyson Foods, on business outlook and shift towards prepared and snack foods, the company’s new vegan line, and commitment to transparency and sustainability.Michael Gorenstein, CEO of Cronos Group (NSDQ: CRON), the first cannabis company to list publicly in the US, on their IPO and outlook for medical marijuana in the US and abroad.Leland Miller, CEO of China Beige Book International, on China's lackluster PMI, and Mnuchin revisiting TPP. Scott Wren, senior global equity strategist for Wells Fargo Investment Institute, on balancing risk and reward in a portfolio, market volatility, the economy, and markets.
Market Watches Powell For Clues On Inflation Target: Boesler, Wilson
17 perc
1169. rész
Market Drivers with Bloomberg stocks editor David Wilson, and Matt Boesler, Federal Reserve reporter for Bloomberg, on what to expect from Fed Chair Jay Powell's testimony before the House Financial Services Committee.
Coming Soon: Decrypted Season 2
2 perc
1168. rész
Decrypted returns on March 6th with a brand new season. Here's a sneak peek of what's in store. We'll be releasing new episodes every Tuesday starting next week.
Tariffs May Cause Pricing Premiums For US-Made Steel: Dudas
31 perc
1167. rész
Mike Dudas, Metals and Mining Analyst for Vertical Research, on why gold is going to $1400 and Trump's aluminum tariffs. Brian Reynolds, Asset Class Strategist for Canaccord Genuity, on Wall Street buybacks driving the market. Katherine Chiglinsky, US finance reporter for Bloomberg, on Warren Buffett's annual shareholder letter and outlook for the joint health care venture with Amazon. Mike McDonough, Global Director of Economic Research at Bloomberg Economics, on China abolishing the term limit which would allow Xi Jinping to stay in power.
BlackRock Shows Disproportionately Big Passive Gun Ownership: Balchunas
19 perc
1166. rész
Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on how passive managers may have to take a more active role in light of unsavory stocks being in their indexes. Eric Kazatsky, municipal strategist for Bloomberg Intelligence, on muni buyers stampeding back into the sector. Toluse Olorunnipa, White House correspondent for Bloomberg, on Trump at CPAC and the gun debate.
Lurking Unfairness At Heart Of Economy: Facebook Co-Founder
36 perc
1165. rész
Chris Hughes, co-Founder of Facebook, on his new book: FAIR SHOT: Rethinking Inequality and How We Earn, which exposes the specific forces of Big Tech that create today’s economic unfairness. Zach Tracer, Bloomberg health care reporter, and Jonathan Palmer, Senior Health Care Analyst for Bloomberg Intelligence, on how pharmacy-benefit managers are getting more aggressive with the tactics they use to control costs.Danielle Dimartino Booth, Founder of Money Strong and a Bloomberg Prophet, previews the FOMC meeting and economic outlook.Brian Chappatta, US Treasuries reporter for Bloomberg, recaps this week's bond auctions, and how traders may react to 10- year UST hitting 3%.
Don’t Blame Market Turmoil On Machines: Salient’s Ben Hunt
29 perc
1164. rész
Ben Hunt, Chief Investment Strategist for Salient Partners, on what is happening in the market, and relationship of inflation and interest rates.John Hultquist, Director of Intelligence Analysis for FireEye, on their new report that says North Korea is poised to launch a large scale cyber-attack.Jack Farchy, Senior energy and commodities reporter for Bloomberg, on Apple in talks to buy long-term supplies of cobalt directly from miners for the first time.Brad Hunter, Chief Economist at HomeAdvisor, on home sales and how rate hikes will impact the housing market.
WalMart Is The Buy Of The Decade After Stock Plunge: Flickinger
32 perc
1163. rész
Burt Flickinger, Managing Director at Strategic Resource Group, on Walmart earnings and outlook. Russ Koesterich, head of asset allocation for BlackRock Inc.’s global allocation team, on market outlook and how he is allocating assets. Richard Conn, Managing Partner of Eurasia Advisors, on impact of the Mueller indictments on US-Russia relations, and what response would be effective in dealing with Moscow.Chris Burniske, Partner at Placeholder and advisor to ARK Investment Management, on why Venezuela's petro is not a true cryptocurrency.
Local Currency EM Debt Is A Good Play On Weaker Dollar: Stein
27 perc
1162. rész
Eric Stein, Co-Director of Global Income at Eaton Vance, on the bond market, the yield curve and EM debt.Max Nisen, Bloomberg Gadfly health care columnist, on Blue Cross of Idaho offering insurance plans that do not comply with Obamacare law, and don’t cover pre-existing conditions.Axel Merk, President and CIO of Merk Investments, with market insights on the dollar, gold, and how institutional investors should be handling volatility and risk.Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on Deere raising its sales forecast amid signs of a farm economy recovery.
Lack of Bids For EM High Yield Debt: Bloomberg's Sassower
35 perc
1161. rész
Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on the lack of bids for emerging market debt. VolitionRX Group CEO Cameron Reynolds on developing a colon cancer test that could soon mean no more invasive colonoscopies. Kristina Swallow, President of American Society of Civil Engineers, to discuss President Trump's infrastructure plan and what improvements needs to be made. Robert Langreth, senior health care reporter for Bloomberg, on Amazon’s push into the health industry supply chain, angling to become the go-to source for basic medical supplies.
Time to Keep Reducing Risk, Particularly EM, Some Stocks: Tchir
32 perc
1160. rész
Peter Tchir, Head of Macro Strategy at Academy Securities, on what CPI and retail sales signal for markets, and his current investment strategy. Walter Kemmsies, Economist and Chief Strategist of JLL’s Ports, Airports and Global Infrastructure Group, on the plausibility of the Trump infrastructure and financing proposal, and investment opportunities and risks. Michael Bellisario, equity analyst at Baird, on Marriott and Hilton earnings, and hospitality sector outlook. Marshall Steinbaum, Research Director and Fellow at the Roosevelt Institute, on a new report that examines a proposal for outright student debt cancellation financed by the federal government.
Banks Are Still Reducing Energy Exposure: BlackGold’s Honari
28 perc
1159. rész
Sharam Honari, partner at BlackGold Capital Management, on opportunities and outlook for energy credit. Katie Koch, Global Head of Fundamental Equity Client Portfolio Management at Goldman Sachs Asset Management, on markets and current outlook. Sarah Kauss, Founder and CEO of S'well, on the business outlook and global growth, outlook for an IPO and how commodity prices could impact her business. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, on current outlook for the bond market, and investment strategy.
Coming Soon: What'd You Miss This Week
2 perc
1158. rész
This month, Bloomberg is excited to bring you a brand new show. Every Friday on What'd You Miss This Week, we'll feature the most interesting interviews from Bloomberg's daily market close show, "What'd You Miss" hosted by Scarlet Fu, Julia Chatterley and Joe Weisenthal. We want to take you beyond the headlines and bring you a unique perspective on the week's top stories, and those you may just have missed. It's the perfect way to kick off your weekend. Be sure to subscribe now, so you don't miss a thing!
Extremely Low Odds For Infrastructure Bill Becoming Law: Dean
28 perc
1157. rész
Nathan Dean, Senior Analyst: Financial Services Policy for Bloomberg Intelligence, on President Trump’s budget blueprint and infrastructure plan. Jason Schenker, President and Founder of Prestige Economics and a Bloomberg Prophet, on outlook for oil. Karen Schenone, Fixed Income Strategist for BlackRock, on BlackRock’s ETF Pulse Survey, which shows trends in ETF investing. Deepak Ohri, CEO of lebua Hotels and Resorts, on trends for tourism, travel and hotel industries in Bangkok and across Asia, and the global outlook for luxury business.
Treasury ETFs See Big Inflows, Hot Money Is Spooked: Balchunas
26 perc
1156. rész
Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, and Dave Wilson, Bloomberg stocks editor, on market drivers and ETF flows amid the sell-off. Nick Colas, Co-Founder of DataTrek Research and Bloomberg Prophet, on markets, volatility, and where stocks could bottom. Lee Klaskow, Senior Transport, Logistics and Shipping Analyst for Bloomberg Intelligence, Amazon planning a delivery service to vy with Fedex and UPS. Ward McCarthy, Chief Financial Economist at Jefferies & Co., on economic outlook, the deficit, and what to expect from the Fed.
Tesla Provides No Answers On Model 3 Production Issues: Denning
31 perc
1155. rész
Liam Denning, Energy, Mining and Commodities columnist for Bloomberg Gadfly, on Tesla’s cash burn. Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor flows and current investment strategy. Rick Ruskin, Senior Manager, Online Commerce: General Motors, on Chevy using Chevy's in-car e-commerce platform to drive advertising revenues.Karen Harris, managing director of Bain’s Macro Trends Group, discusses how the business environment of the 2020s will be unlike anything we’ve encountered for the last 60 years.
Western Asset Adding Junk Bonds, Local Currency EM: Buchanan
30 perc
1154. rész
Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on his current outlook of the bond market, spreads, and where he is seeing opportunities. Alan Baum, auto analyst and Principal at Baum and Associates, on why investors love Tesla. Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on big media earnings: Disney, Viacom and Twentieth Century Fox. Brian Egger, Senior Gaming & Lodging Analyst, on outlook for Wynn Resorts as CEO Steve Wynn steps down amidst sexual harassment claims.
Stock Drop Bears Markings of a Flash Crash: ISI’s DeBusschere
28 perc
1153. rész
Dennis DeBusschere, Head of Portfolio Strategy at Evercore ISI, on why the market plunge had elements of a flash crash. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the bond market rally, and treasury yields. Bloomberg’s Sarah Ponczek, cross-asset reporter, and Cory Johnson, anchor-at-large, on the collapse of exchange-traded notes tied to the VIX. Ryan Radloff, CEO, CoinShares UK, on the outlook for bitcoin and crypto, regulation, and the future of bitcoin futures and indexes.
Bond Selloff Forces Funds to Reassess Strategy: FTN's Vogel
29 perc
1152. rész
Jim Vogel, Interest Rate Strategist at FTN Financial, on what's happening in the bond market and outlook for interest rates.Joel Stern, Chairman and CEO of Stern Value Management, on current market outlook, and how tax reform will impact the economy.Jon Swallen, Chief Research Officer of Kantar Media, with analysis of Super Bowl advertising, and ad highlights of this weekend’s game. Lindsey Rupp, specialty retail reporter for Bloomberg, on the death of clothing.
Apple Too Dependent on iPhone Cycle, Needs AI, Software: Gillis
30 perc
1151. rész
Colin Gillis, Director of Research at CR Partners, on tech earnings: Apple, Amazon and Google. Clint Watts, Senior Fellow at the Foreign Policy Research Institute, on the Nunes memo, and what the US is doing to prevent Russia infiltrating its social media and elections. Nat Ives, Ad Age Executive Editor, discusses Super Bowl Advertising. Yalman Onaran, Senior Writer: Banking and Finance for Bloomberg, on Deutsche Bank earnings slump.
Both Administrations Claim Economy But It’s Yellen’s: Eisenbeis
27 perc
1150. rész
Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the FOMC meeting and thoughts on the potential Fed Vice Chairman. Shira Ovide, Bloomberg Gadfly columnist covering technology, rounds up the big tech earnings including Apple, and Amazon. David Ritter, Payments and Specialty Finance analyst for Bloomberg Intelligence, on EBay dropping PayPal for Dutch processor Ayden for its payments business, and a look at Mastercard eps. Bloomberg Intelligence’s Anurag Rana, Senior Analyst of Software & IT Services, and Poonam Goyal, Senior Retail analyst, on the growing impact of AI in the retail industry, and why it will accelerate the pace of disruption.
Wingstop Expanding Globally, Aims To Be A Top Ten Brand: CEO
28 perc
1149. rész
Wingstop Chairman and CEO, Charlie Morrison, and Chief Experience Officer, Stacy Peterson, on digital sales growth, the power of delivery, global expansion and chicken wing pricing. Javier Blas, Chief Energy correspondent for Bloomberg Intelligence, on weakening oil price and outlook. Automotive entrepreneur Scott Painter, former CEO of TrueCar and now CEO and co-Founder of Fair, discusses Fair’s new partnership with Uber. Michael Scanlon, Portfolio Manager for Manulife Asset Management, previews Facebook, Microsoft and Apple earnings
AMZN, JPM, BRK Health Care Venture May Pioneer New Model: Nisen
31 perc
1148. rész
Max Nisen, Bloomberg Gadfly columnist covering health care, on Amazon, Berkshire and JP Morgan setting up a health company for their staff, and as a look at Pfizer and Aetna earnings.Robert Lawrence, the Albert L Williams Professor of International Trade and Investment at Harvard Kennedy School, on trade outlook for the US and NAFTA, and how it could impact the economy. Scott Shapiro, CEO of STATE Optical, on starting a luxury eyewear manufacturing business in the US and the company outlook. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the FOMC meeting this week, and why there won't necessarily be a big pension fund reallocation into fixed income.
NAFTA Will Happen, But It May Take More Time: Bill Rhodes
24 perc
1147. rész
Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global economy, China, and outlook for NAFTA and TPP.Mark Gurman, technology reporter for Bloomberg, on how Apple built a chip powerhouse to threaten Qualcomm and Intel.Tom Halverson, President and CEO of CoBank, on the disconnect between the nation’s rural economy and the whole U.S. economy, rural broadband internet, and NAFTA.Ed Hammond, deals reporter for Bloomberg, on Keurig Green Mountain buying Dr. Pepper Snapple.
Lot of Opportunities In Mexico's Energy Sector: IMF's Werner
28 perc
1146. rész
Alejandro Werner, Director: Western Hemisphere at the International Monetary Fund (IMF), on the economic outlook for Latin America. Vincent Cignarella, Global Macro Strategist for Bloomberg Intelligence, discusses the Bank of Japan, and the dollar following Trump's comments in Davos. Ben Bain, financial regulations reporter for Bloomberg, on Trump’s SEC mulling a move to block investor lawsuits. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on Dell's potential IPO and Intel earnings.
Economy Appears to Have At Least 6 More Solid Months: Goldstein
29 perc
1145. rész
Ken Goldstein, Economist with the Conference Board, on the December LEI index and economic outlook. Also joining in studio is Jack Devine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, discusses his Winter 2017 Intelligence Report. We also have George Ferguson, Bloomberg's Senior Aerospace/Defense & Airline Analyst discussing United Continental Airlines. Also joining in is Steve Englander, Head of Research and Strategy at Rafiki Capital and Bloomberg Prophet, on the dollar, China and outlook for US trade.
After Selling Patron, John Paul DeJoria Turns To Rok Mobile
30 perc
1144. rész
John Paul DeJoria, Co-Founder & Chairman of the Board of John Paul Mitchell Systems and Co-Founder of Patrón, discusses the Bacardi deal and what lies next. Jim Bianco, President and Founder of Bianco Research and Bloomberg Prophet, on the dollar and impact of US trade policies. Brooke Sutherland, Bloomberg Gadfly columnist covering industrials, on GE earnings and outlook, as well as being under investigation by the SEC. Steven Waterhouse, former partner at Panera Capital now co-founder of Orchid Labs, discusses his company’s technology for web usage without surveillance and censorhip.
Solar Cost Declines To Persist Despite Tariff Disruption: Evans
30 perc
1143. rész
James Evans, Global Clean Energy Analyst for Bloomberg Intelligence, on impact of tariffs on the US solar industry. Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, on why the dollar will continue to weaken. Charles Peabody, Managing Director and Research Analyst at Compass Point, breaks down JP Morgan's plan to spend $20 billion on wage hikes, branches and charity. Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on Netflix earnings and Twitter COO resigning.
Big Tech Unlikely To Truly Challenge Wall Street: Ex-OCC Chair
28 perc
1142. rész
Keith Noreika, Former Acting Comptroller of the Currency, discusses banking charters for tech firms, outlook for changes to the banking industry, and bitcoin as a currency.Max Nisen, Bloomberg Gadfly columnist covering health care, on biotech M&A, and what to expect from the big pharma earnings this week.Jonathan Adams, Senior Insurance Industry Analyst, on AIG acquiring Validus after years of retrenchment. Karen Ubelhart, industrials analyst for Bloomberg Intelligence, on GE and how great franchises within the company are being overlooked.
Bitcoin ETF Race Is Heating Up Despite SEC Oversight: Balchunas
41 perc
1141. rész
Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on U.S. regulators raising investor protection concerns about cryptocurrency mutual funds and ETFs.Fashion designer Rebecca Minkoff and brother and CEO Uri Minkoff, creative director of Uri Minkoff, on growing the brand, selling directly to consumer, and how social media has changed fashion.Noah Feldman, Felix Frankfurter Professor of Law at Harvard University and Bloomberg View columnist, discusses his column, "Bannon’s Executive Privilege Claims Aren’t Insane." Elizabeth Economy, C.V. Starr Senior Fellow and Director: Asia Studies, at the Council on Foreign Relations, discusses China and her column: "China: Pretender to the Throne."
Amazon Is Now Competing For Advertising Dollars: Soper, Ovide
28 perc
1140. rész
Guests:
Bloomberg’s Shira Ovide, Gadfly technology columnist, and Spencer Soper, technology and e-commerce reporter, on Amazon’s new headquarters location and advertising future, and Apple’s tax bill and $30 billion capex and jobs plan.Jacques Gordon, Global Head of Research & Strategy for LaSalle Investment Management, on how a renegotiation of the North American Free Trade Agreement (NAFTA) will impact the economy and commercial real estate.Bob DiMella, co-head of MacKay Municipal Managers, on munis and tax reform buying opportunities, and their "Top 5 Muni Insights."George Ferguson, Senior Aerospace, Defense & Airlines Analyst, on Airbus getting a $16 billion lifeline order from Emirates.
Dollar Will Likely Resume Weakening Trend: BBH's Chandler
28 perc
1139. rész
Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman, on outlook for the dollar.Global CEO of Lamborghini, Stefano Domenicali, on their new Super SUVs, the luxury market, and outlook for the company. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses why TIPS are a bad inflation hedge for individual investors, and how Fannie & Freddie balance sheets are impacting volatility. Greg Elders, Senior Environmental, Social and Governance (ESG) Analyst for Bloomberg Intelligence, on BlackRock pushing companies to contribute to society.
Climate Change Is America's Most Pressing Threat: Admiral Stavridis
29 perc
1138. rész
Admiral James Stavridis, retired U.S. Navy admiral and former military commander of NATO, current dean of the Fletcher School at Tufts University and Bloomberg View contributor, on why climate is America's most pressing threat, and reaction to President Trump's comments on his relationship with Kim Jong Un. Chris Whalen, Chairman of Whalen Global Advisors, on why bank earnings are a tale of two industries." Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, on why he predicts economic disappointments in 2018, leading to lower long-term yields. Shira Ovide, Technology Columnist for Bloomberg Gadfly, on Facebook unveiling big changes to their news feed, to favor content from friends and families over news.
US Is Main Actor In Panama Papers Tax Evasion: Author Bernstein
30 perc
1137. rész
Pulitzer prize winning journalist Jake Bernstein discusses his new book: SECRECY WORLD: Inside the Panama Papers Investigation of Illicit Money Networks and the Global Elite Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, on why 2018 will be one of the most consequential years for the US gaming industry. Olivia Zaleski, technology reporter for Bloomberg, on Uber using a secret system to thwart law authorities by being able to remotely lock up data. Caitlin Webber, Government Analyst U.S. Trade Policy for Bloomberg Intelligence, on the current outlook for NAFTA.
Oath Increased Its Users By More Than 10% In Q4: CEO Armstrong
28 perc
1136. rész
Tim Armstrong, CEO of Oath and former CEO of AOL, on Oath’s outlook and strategy to compete for ad dollars. Anne Sheehan, Director of Corporate Governance at CalSTRS Investments, discusses the company urging Apple to create ways for parents to restrict children’s access to their mobile phones.Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan Stanley, on how political noise will impact markets this year. Vincent Piazza, Senior Equity Energy Analyst/ Global Sector Leader for Bloomberg Intelligence, on outlook for oil and E&Ps, as Goldman reports OPEC will try to keep prices down below $70.
Facebook’s Business Model Relies On Polarizing Fears: McNamee
32 perc
1135. rész
Roger McNamee, co-Founder of Elevation Partners, on the appropriate role of internet monopolies in society, and why Facebook still has time to rectify itself. Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, with a new report on Tesla credit. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses rate outlook for 2018, and how a record number of young workers remain at home. American Water CEO Susan Story on the current landscape for Trump’s infrastructure plan on the country’s aging and outdated water infrastructure, and how the company is securing critical networks from cyberattacks.
Crypto-Assets Regulation Is Healthy Development, Need Clarity: Burniske
28 perc
1134. rész
Chris Burniske, Partner at Placeholder and advisor to ARK Investment Management, on outlook for cryptocurrencies in 2018 and upcoming blockchain ETFs. Josh Green, National Correspondent for Bloomberg Businessweek, on the Trump-Bannon feud, following revelations in the Fire and Fury book. Robert LoCascio, CEO and Founder of LivePerson, Inc, on how machine learning and AI is being implemented in customer care industry, and impact of Facebook’s entry. Debra Katz, Employee Rights Attorney at Katz, Marshall & Banks, on how sexual harassment in the workplace costs companies money and creates wage disparities.
Prosecutors in Legal Cannabis States Unlikely To Interfere: Troppe
30 perc
1133. rész
Asher Troppe, Co-Founder and CEO of Tress Capital, on Jeff Sessions and the Trump administration reversing Obama's hands-off marijuana policy and how cannabis stocks will fare.Shira Ovide, Bloomberg Gadfly columnist covering technology, on Apple’s exposure to the chip flaw, and how the company’s efforts to make amends could be bad for business. Tom Gimbel, CEO of staffing firm LaSalle Network, on jobs data, and how CEOs are confident and hiring. Anna Edney, health care reporter for Bloomberg, on how the plan to slash US drug costs leans on problem-plagued factories.
Fixing NYC's Subways Requires Study That Isn't Happening: Ravitch
24 perc
1132. rész
Richard Ravitch, Former Lieutenant Governor of New York and Chairman of the MTA, on how to fund the NYC subway crisis, outlook for the infrastructure bill, and Puerto Rico. Liam Denning, Bloomberg Gadfly columnist, on how Tesla investors keep giving it the benefit of the doubt, despite constantly moving targets. Kurt Kara, Head of Value Equities at Copenhagen-based Maj Invest, discusses the stock fund that beats 95% of peers while ignoring CEO talk and research.
10-Year U.S. Yields Poised to Rise to 3.5% in 2018: Bob Sinche
26 perc
1131. rész
Bob Sinche, Global Strategist for Amherst Pierpont Securities, discusses why the 10-year US yield is poised to rise 3.5% in 2018.Christopher Flavelle, climate policy reporter for Bloomberg, on how climate change is impacting real estate in Florida.Seth Pinsky, Executive Vice President and Investment Manager of the RXR Metropolitan Emerging Market Strategy, growth potential in NYC, tax reform, and outlook for infrastructure. Trista Kelley, market structure team leader for Bloomberg in London, on how the start of MiFID is impacting trading volumes.
Consumer Discretionary Stocks Will Benefit from New Tax Package
29 perc
1130. rész
Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, on FOMC Preview and Japanese Yields. We also have Bruce Bittles, Chief Investment Officer for Baird, on markets, the economy, and current investment strategy. Also joining the program is Jamie Butters, Bloomberg US Auto Reporter, on his story "Fed Outlook for Higher Rates Dims U.S. Auto Sales View for 2018”. And also joining the show is Chris Leavy, Co-Chairman and Partner at MedMen, on what investors should know about the marijuana space, as well as the wider economic implications of this legislation.
Homebuilders Still Favorite Cyclical Sector Pick In 2018: Kudla
32 perc
1129. rész
David Kudla, CEO and Chief Investment Strategist of Mainstay Capital, on market outlook and his current sector picks.David Kudla, CEO and Chief Investment Strategist of Mainstay Capital, on market outlook and his current sector picks. Shira Ovide, Bloomberg Gadfly columnist covering technology, on the eight biggest themes in technology for 2017, and Facebook's crucial video efforts. Karen Mills, former SBA Administrator and Senior Fellow at Harvard Business School, on the impact that Trump's tax plan will have on small business, and outlook for infrastructure. Lou Palumbo, director of Elite Intelligence and Protection, on the costs associated with protecting crowds on New Year's Eve and other large events.
US May Have To Target Korea's Nuclear Infrastructure: General McPeak
31 perc
1128. rész
General Merrill McPeak, retired four-star general and former Air Force Chief of Staff, on what America's options are for hotspots like North Korea, Israel and Iran.David Fanger, Senior Vice President at Financial Institutions Group, at Moody's, on their 2018 outlook for US and global investment banks.Brian Chappatta, US Treasuries reporter, on bond titans' top trades for 2018.Jamie Butters, US autos reporter for Bloomberg, on how Ford's Lincoln Brand is losing luster in the crowded luxury landscape, and may not justify a US presence.
How New Yorkers Can Prepay Their Property Taxes: Speiss
31 perc
1127. rész
Tim Speiss, Partner-in-Charge of EisnerAmper’s Personal Wealth Advisors Group, on how New Yorkers can prepay their property taxes early, according to Governor Cuomo’s plan. Lananh Nguyen, FX reporter for Bloomberg, with a roundup of currency strategists picking FX winners for 2018. Ken Shea, Senior Analyst Global Food, Beverages & Tobacco for Bloomberg Intelligence, on how the pressure is on for smokeless products to save the tobacco industry. Pancho Kinney, former Director of Strategy at the White House Drug Policy Office and former policy director at the White House Office of Homeland Security, discusses risks posed by air traffic control privatization, and the impact it would have on defense, border security and drug enforcement.
$75 Oil Price Target Looks Rich, More Supply Coming: Kilduff
29 perc
1126. rész
Guests:John Kilduff, Founding Partner of Again Capital, on the oil markets, current forecast, and OPEC projections.
Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, on why tax cuts won’t improve growth in 2018, but it could be the year of inflation.
Shira Ovide, Bloomberg Gadfly columnist covering technology, on analysts cutting Apple iPhone X forecasts.
Craig Johnson, President of Customer Growth Partners, on the best holiday retail season since 2005.
Louisiana Prepares For Climate-Linked Flooding, Moving Thousands: Flavelle
29 perc
1125. rész
Christopher Flavelle, climate policy reporter for Bloomberg, on Louisiana finalizing a plan to move thousands of people from areas threatened by the rising Gulf of Mexico, in what could be a blueprint for climate change policy. Restaurateur Alan Stillman, Founder of Quality Branded Partner, on the 40th anniversary of Smith & Wollensky, how he started TGI Friday's, and how technology has impacted the restaurant industry. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Boeing said to be in talks to acquire Embraer. Jonathan Miller, President and CEO of Miller Samuel, on how NYC housing values will be impacted in the wake of the tax bill.
Facebook Unit Works With Nearly Anyone Seeking Power: Silver
30 perc
1124. rész
Vernon Silver, projects and investigations reporter for Bloomberg in Rome, on Facebook's little-known global government and politics team that works with nearly anyone seeking or securing power. John Petrides, Managing Director & Portfolio Manager at Point View Wealth Management, on why FAANG is getting long in the tooth. Phil Orlando, Chief Equity Strategist at Federated, on why small caps will benefit from the tax bill. Mike Bodson, President and Chief Executive Officer of DTCC (Depository Trust & Clearing Corp.), discusses their report on the biggest risks in the global financial system.
Tax Plan Likely to Spur More M&A: Evercore's Schlosstein
28 perc
1123. rész
Ralph Schlosstein, President and CEO of Evercore, on why the GOP tax plan could have a significant effect on New York City and its role as global financial center. Shira Ovide, Bloomberg Gadfly technology columnist, on Uber losing its EU court fight, after the top court ruled its ride-hailing service should be regulated as a transport company. Bobby Cho, Head of Trading for Cumberland, with a look at how bitcoin is traded.Mandeep Singh, tech industry analyst for Bloomberg Intelligence, on Airbnb launching its own apartment complexes: does this change its business model from tech to hotel?
Stability Risks Have Moved From Banks to Asset Managers: Algebris' Gallo
30 perc
1122. rész
Max Nisen, Biotech, Pharma and Healthcare Columnist for Bloomberg Gadfly, on his article “A Humana Deal Would Escalate the Insurance Arms Race: Gadfly”. We also have Alberto Gallo, Portfolio Manager and Head of Macro Strategies at Algebris Investments, on his investment outlook for 2018. Joseph Lubin, Ethereum Co-Founder & founder of Global Blockchain Specialist Consensys, on why Ether's growth will continue. Also joining is David Lee, COO and CFO of Impossible Foods, on their plant-based "meat" burgers, why Bill Gates is an investor, and growth outlook.
Stocks Gain on U.S. Tax Plan; Bitcoin Rallies
29 perc
1121. rész
Mark Anquillare, Chief Operating Officer of Verisk Analytics, on the need for private flood insurance and insuring a nuclear attack. Ken Fisher, the founder, chairman and co-CIO of Fisher Investments, on bitcoin and tax plan. Tamara
Gafney, Senior Director at Adobe Digital Insights, on holiday tech sales forecast. Burt Flickinger, Managing Director at Strategic Resource Group, on holiday retail sales.
FCC Putting Foxes In Charge of the Hen House: Garrity
32 perc
1120. rész
David Garrity, CEO of GVA Research, and June Grasso, legal expert and co-host on Politics, Power, Policy & Law for Bloomberg, on the industry and legal ramifications of the FCC decision to repeal net neutrality. Eddie Van der Walt, commodities reporter for Bloomberg, on bitcoin’s dirty little secret: computers creating the cryptocurrency use massive energy, including from fuels that cause the most pollution. Former U.S. Congressman Rick Lazio, Senior Vice President at alliantgroup, on tax reform expectations and how the new rate structure will help businesses. Joe Nocera, Bloomberg View columnist, on why Disney will rue its backward-looking Fox merger.
Could See CBS Looking To Buy, Following Disney-Fox Deal
30 perc
1119. rész
Geetha Ranganathan, Senior Media analyst for Bloomberg Intelligence, and Tara Lachapelle, deals columnist for Bloomberg Gadfly, on Disney buying $52 billion of Fox assets in a breakup of the Murdoch empire. Danielle Dimartino Booth, Founder of Money Strong and Bloomberg Prophet, discusses the Fed, her outlook for the economy, and why strong demand in jobs data may falter. Gerry Smith, media reporter for Bloomberg, on the FCC vote to end net neutrality. Terry Sullivan, partner at Firehouse Strategies and senior Republican strategist, and former campaign manager for Marco Rubio’s presidential campaign, to discuss what GOP strategy for tax plan and mid-terms.
A Surprise Dollar Rally Would Be Potentially Disruptive: BNP's Katzive
31 perc
1118. rész
Daniel Katsive, Head of FX Strategy North America at BNP Paribas, on the dollar rout. Jonathan Bernstein, Bloomberg View columnist, on why Mitch McConnell's job just got a lot harder. Chris Young, CEO of McAfee, on how cybercrime is changing with AI/Machine learning and what that means for business. Rich Taylor, Fixed Income Client Portfolio Manager at American Century, previews the Fed decision, US/global economy outlook for 2018, and where he's finding value in the bond market.
Disney-Fox Deal Would Be Defining Legacy For Bob Iger: Sweeney
29 perc
1117. rész
Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on Disney expected to announce a deal to buy a large piece of 21st Century Fox. Ken Monaghan, Co-Director of High Yield at Amundi Pioneer, discusses why the rout in telecom high yield will continue in 2018. Desmond King, Andrew W. Mellon Professor of American Government at Oxford University, on the new book he co-authored: "FED POWER: How Finance Wins." Jack Ablin, Chief Investment Officer for BMO Wealth Management, on his 2018 outlook for markets and inflation, and current investing strategy.
Expect the U.S. To Issue Digital Currency Next Year: FiREapps CEO
29 perc
1116. rész
Wolfgang Koester, CEO of FiREapps, on bitcoin futures and why he sees the U.S. issuing a digital dollar in 2018. John Tozzi, healthcare reporter for Bloomberg, with a look at the history of the little blue pill that changed sex, as Viagra goes generic. Tim Ghriskey, CIO of Solaris Asset Management, on why tax reform will spur corporate buybacks instead of growth. John Wobensmith, CEO of Genco Shipping (NYSE:GNK), on why the global drybulk recovery is just starting.
Mizuho Securities Adding Staff and Specialties
32 perc
1115. rész
Jerry Rizzieri, President and CEO of Mizuho Securities, on US growth strategy, the current business environment, and Asia's growing role in equities. Bloomberg’s Sonali Basak, Insurance Companies and Boutique Investment Banks Reporter, discusses her article “The Next Big Short: Hedge Funds Ready to Bet Against Bitcoin”. Also, Bill Smead, CEO at Smead Capital Management, on markets and investing, jobs, and stock market capitalization. And Ian Siegel, Founder and CEO of ZipRecruiter, on jobs, hiring trends, and artificial intelligence.
Vanguard’s Bogle Sees Pension Pain in Decade of 3% Bond Returns
33 perc
1114. rész
Vanguard founder Jack Bogle on what he thinks of ETFs, bitcoin and the bond market. Daniel Gordis, Bloomberg View columnist and Senior Vice President and Koret Distinguished Fellow at Shalem College in Jerusalem, on his column: "Trump Is Clear on Jerusalem; His Motives Are Not." Bill Sandbrook, CEO of US Concrete, on outlook for infrastructure and current projects in development. Randy Frederick, VP of Trading and Derivatives at Schwab, discusses his outlook for markets in 2018 and on his top investing trends.
Retailers Pivoting To ’What’s Your Walmart Strategy?’ in 2018: Ed Yruma
32 perc
1113. rész
Ed Yruma, Equity Research analyst at Keybanc Capital Markets, with e-commerce and retail trends from their consumer conference. Chris Pappas, CEO of Trinseo (NYSE:TSE), discusses where Trinseo is seeing growth and outlook for the chemicals and materials industry.FUTURE OF INVESTING: Emily Chasan, Sustainable Finance Editor, on how big money on Wall Street is finally backing boardroom diversity.Frank Ossino, Senior Portfolio Manager at Newfleet Asset Management, on the loan market, credit cycle, and interest rates- and why he is fully invested.
Christie’s Chair With Inside Look At $450 Million Da Vinci Sale
31 perc
1112. rész
Stephen Lash, Chairman Emeritus of Christie’s America, on art investing and an inside look at the $450 million Leonardo Da Vinci sale. Simon Ballard, Global Credit strategist for Bloomberg in London, on improving conditions for Greek debt, and UK credit markets showing strain as Brexit negotiations stall. Matt Robinson, financial regulation reporter for Bloomberg, on the SEC said to probe whether banks helped hedge funds inflate returns. Lightbridge CEO Seth Grae, and Areva VP of Nuclear Fuel Bob Freeman, discuss their partnership and the future of nuclear energy.
Bond Market Implies U.S. Recession in Late 2018, 2019: Sri Kumar
30 perc
1111. rész
Komal Sri-Kumar, President and Founder of Sri-Kumar Global Strategies, on tax reform, bonds and the yield curve, and outlook for markets. Michael Rea, pharmacist, founder and CEO of Rx Savings Solutions, and Tara Lachapelle, deals columnist for Bloomberg Gadfly, on the transformative deal between CVS Health and health insurance giant Aetna. Rachel Evans, corporate finance reporter for Bloomberg, on the future landscape of a $20 trillion BlackRock and Vanguard investing duopoly where almost everyone is a customer. Jeremy Swan, Managing Principal of CohnReznick's Financial Sponsors Financial Services Industry, on potential impact of the GOP tax bill on private equity firms.
Plea Deal Suggests Flynn Gave FBI A Lot to Work With: Grasso
30 perc
1110. rész
June Grasso, Host of Bloomberg Law and Bloomberg Best, discusses the legal situation surrounding former National Security Adviser Michael Flynn’s plea agreement with the FBI.Marty Schenker, Chief Content Officer for Bloomberg, on the fallout for the Trump administration following Former National Security Advisor Michael Flynn pleading guilty to lying to federal investigators.Joel Stern, Chairman and CEO of Stern Value Management, on how cyclical industrials could see more bankruptcies under the GOP tax proposal.Mark Rossano, Energy Analyst for Bloomberg Intelligence, on an MIT study that suggests the US Energy Department has vastly overstated its oil output forecasts.
Expect Crude to Rise to $60-$70 A Barrel Next Year: Jason Schenker
29 perc
1109. rész
Jason Schenker, President of Prestige Economics and Bloomberg Prophet, on the OPEC meeting in Vienna. Leland Miller, CEO of China Beige Book International, on whether China can stop North Korea, and what the US may have to give up to get their cooperation. Claire Boston, corporate finance reporter for Bloomberg, on the Alibaba bond deal. Cliff Noreen, Deputy Chief Investment Officer for MassMutual, on the Fed, current investment strategies, tax reform and impact on overall economy and markets.
Yellen Prepared For Victory Lap Before Congress: Moss, Wilson
21 perc
1108. rész
Daniel Moss, Economics Editor and columnist for Bloomberg View, and Dave Wilson, Bloomberg stocks columnist, preview Fed Chair Yellen’s economic outlook hearing before the congressional Joint Economic Committee, and what lawmakers missed in the Jay Powell hearing. Chris Condon, Federal Reserve reporter for Bloomberg, recaps key highlights from the Janet Yellen hearing. Toluse Olorunnippa, White house correspondent for Bloomberg, on how Trump’s tax promises for boosting jobs and wages will be undercut by CEO plans to reward investors.
Powell to Reveal Himself From Behind Yellen's Shadow: Riccadonna
18 perc
1107. rész
Carl Riccadonna, Chief US Economist for Bloomberg Economics, and Bloomberg stocks editor Dave Wilson, preview Federal Reserve Governor Jay Powell's confirmation hearing and what policy to expect.
Big Tech Dominance May Trigger New Antitrust Legislation: Strauss
30 perc
1106. rész
Steven Strauss, visiting professor at Princeton University’s Woodrow Wilson School of Public and International Affairs, on whether it’s time to break up the big tech companies, as Jeff Bezos crosses the $100 billion mark Chris Burniske, Partner at Placeholder and Advisor to ARK Investment Management, on bitcoin and whether real money is coming in to the market, or if it’s an escalation of speculators.David Pearl, Co-Chief Investment Officer of Epoch Investment Partners, on current investment outlook, and why he uses free cash flow to evaluate companies. Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on Meredith Corp. agreeing to acquire Time Inc. with the Koch Brothers backing.
Bitcoin Boom Looks Increasingly Perilous to Cumberland's Kotok
30 perc
1105. rész
David Kotok, chairman and CEO of Cumberland Advisors, talks about bitcoin risks and how many fixed income players may not be seasoned enough to withstand a downturn. Mark Dunkerly, departing Hawaiian Airlines president and CEO, tells Pimm Fox and Lisa Abramowicz about retiring from the company and what lies next. Dakin Campbell, a financial reporter at Bloomberg, talks about how Goldman Sachs is facing doubts about loss rates at its new online lender platform. Finally, Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses why Travis Kalanick needs to explain his role in Uber's breach.
Flattened Yield Curve Signals a Fed Policy Error, Jersey Says
29 perc
1104. rész
Ira Jersey, U.S. rates strategist at Bloomberg Intelligence, talks about the yield curve, Chair Yellen resigning and how this will impact the Fed. Jennifer Rie, senior litigation analyst at Bloomberg Intelligence, says Trump's DOJ antitrust lawsuit is demanding specific asset sales like CNN before allowing an AT&T-Time Warner deal to get approved. Brogan BamBrogan, founder and CEO of Arrivo, talks about his company's planned hyperloop investment in Denver, how Arrivo's technology differs from other hyperloop companies and the future of transportation. Finally, Shira Ovide, a technology columnist at Bloomberg Gadfly, discusses how Uber is signaling at a business-model detour with Volvo deal and whether or not its valuation should be adjusted.
Middle-Market Debt Has Ballooned in Recent Years, Kahn Says
28 perc
1103. rész
Ronald Kahn, managing director of Lincoln International, talks about the new Lincoln Middle Market Index and the outlook for middle market lending. Kit Juckes, chief global FX strategist at Societe Generale, tells Pimm Fox and Lisa Abramowicz how Angela Merkel's failed attempt to build a government is impacting the euro and the dollar. Kevin Tynan, a senior autos analyst at Bloomberg Intelligence, says Tesla's semi-truck and roadster sideshow distract from its Model 3 woes. Finally, Ed Hammond, a deals reporter at Bloomberg, talks about consolidation in the chips sector.
Corn May Be Big Opportunity at These Levels, Gilbertie and McGlone Say
31 perc
1102. rész
Sal Gilbertie, president and founder of Teucrium Trading LLC, and Mike McGlone, a commodity strategist at Bloomberg Intelligence, talk about opportunities in corn and soybeans, farmers squeezed by pricey fuels and why U.S. crude oil production is on the verge of surging. Tad Rivelle, CIO of TCW, discusses the yield curve, markets and current investment strategy. Sridhar Natarajan, a high yield debt and syndicated loan reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz about a high-stakes hedge fund battle erupting over Hovnanian, after Blackstone proposes a plan that would trigger payouts on its credit swaps. Finally, Geetha Ranganathan, a technology and media analyst at Bloomberg Intelligence, talks about reports that Comcast and Verizon are looking into acquiring a big portion of 21st Century Fox Inc.
Millennial Consumers Aren't Willing to Pay for Digital Transactions, Bhatt Says
28 perc
1101. rész
Baiju Bhatt, co-founder and co-CEO of Robinhood, discusses his commission-free investment app geared toward millennials. Shing Tao, chairman and CEO of Remark Holdings, talks about using their AI platform to scrape social media consumer data. Wayne Winegarden, an economics scholar and senior fellow at the San Francisco-based Pacific Research Institute, tells Pimm Fox and Lisa Abramowicz why the GOP tax bill should include payroll tax reform. Finally, Bloomberg's Katya Kazakina talks about how billionaires were stunned as Da Vinci's Christ painting sold for a record $450 million.
Amazon Bid Is Part of Toronto's Tech Investment Push, Mayor Tory Says
28 perc
1100. rész
Toronto Mayor John Tory discusses bidding for Amazon headquarters, the housing market, immigration and the economy. Kathleen McCarthy, senior managing director and global COO at The Blackstone Real Estate Group, talks about investment opportunities in the U.S. and abroad. Seth Molod, partner and chair of real estate services at Berdon LLP, discusses his real estate forecast, opportunities and risks and tax implications. Finally, Norman Sturner, president and CEO of MHP Real Estate Services, talks about Manhattan development and investment opportunities, the outlook for interest rates and the impact of tax reform.
Loomis Is Buying Junk Bonds Amid ETF Sales, Elaine Stokes Says
29 perc
1099. rész
Elaine Stokes, vice president and portfolio manager at Loomis Sayles Bond Fund, talks about bonds and the high yield market. Billy House, a congressional reporter at Bloomberg, discusses Jeff Sessions testifying before Congress to address inconsistent statements about the Trump campaign's contact with Russians. Burt Flickinger, managing director at Strategic Resource Group, tells Pimm Fox and Lisa Abramowicz why Walmart is returning to its glory days while Target remains out of rhythm. Finally, Ben Bartenstein, an emerging markets reporter at Bloomberg, talks about S&P declaring Venezuela in default and the strange creditor meeting.
Alberto Gallo on How the American Dream Turned into Greed and Inequality
27 perc
1098. rész
Alberto Gallo, portfolio manager and head of macro strategies at Algebris Investments, talks about how the American dream turned into greed and inequality. Brooke Sutherland, a Bloomberg Gadfly columnist covering deals and industrials, tells Pimm Fox and Lisa Abramowicz why GE's turnaround plan and announcement to cut its dividend is "meh." Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses Alibaba's $25 billion in Singles Day sales, the company's bond offering and how the world's top tech giants have amassed $1.7 trillion in value. Finally, Sarah Halzack, a Bloomberg Gadfly consumer columnist, talks about why a Hasbro-Mattel acquisition makes sense.
Smaller Companies Are Most Vulnerable to Tax-Cut Delays, Colas Says
30 perc
1097. rész
Nick Colas, co-founder of Datatrek Research and a Bloomberg Prophet, discusses how much the market could be at risk with a corporate tax cut delay. Chris Macke, founder of Solutionomics and Federal Reserve Beige Book contributor, and Laura Davison, a tax reporter at Bloomberg, talk about the latest developments in the GOP tax bills and a proposal to reward job creators through earned corporate tax cuts. Tom Orlik, chief Asia economist at Bloomberg Intelligence, discusses China removing limits on foreign ownership of Chinese banks and asset managers. Finally, Lindsey Rupp, a specialty retail reporter at Bloomberg, talks about JC Penney earnings.
Junk Market Isn't a Buy Unless it Drops Another Five Percent, Loomis' Eagan Says
25 perc
1096. rész
Matt Eagan, vice president and portfolio manager for Loomis Sayles & Co., talks about the sell off in the high yield market. Ariel Cohen, senior fellow at the Atlantic Council and a principal at International Market Analysis Ltd., discusses President Trump's trip to Asia and progress with North Korea and China trade. Steve Koenig, senior director of market research at the Consumer Technology Association, gives projections on tech purchases and how consumers will shop this holiday season. Finally, Bloomberg Intelligence's Jennifer Rie and Paul Sweeney talk about news that Trump's DOJ is requesting AT&T and Time Warner to sell CNN in order to win approval for their merger.
Anita Hill Isn't Sure There Would Have Even Been a Nomination Today
35 perc
1095. rész
Anita Hill, a professor of law, public policy and women's studies at Brandeis University, talks about workplace culture in the 21st century and the fallout from the Weinstein scandal. Richard Gelfond, CEO of Imax Corp., discusses the changing ways that people are consuming entertainment, and his company's success in China. Will Marshall, co-founder and CEO of Planet Labs, tells Pimm Fox and Lisa Abramowicz how satellite imagery is aiding agriculture, governments and corporations. Finally, Bloomberg's Erik Schatzker talks about his story, "I Dined With Alwaleed in the Desert Days Before His Arrest."
Jay Powell Nomination Ruptures Bipartisan Fed Image, Binder Says
30 perc
1094. rész
Sarah Binder, a professor at George Washington University and a senior fellow at the Brookings Institution, and Mark Spindel, a Bloomberg View columnist and founder and chief investment officer at Potomac River Capital LLC, discuss their new book, "The Myth of Independence: How Congress Governs the Federal Reserve." Mediatech Capital Partners' Porter Bibb talks about Twenty-First Century Fox in play, after reports of a sale to Disney. Damian Sassower, a fixed income strategist at Bloomberg Intelligence, discusses the complicated and painful Venezuela debt crisis. Finally, Simon Ballard, a global credit strategist at Bloomberg in London, tells Pimm Fox and Lisa Abramowicz why we can expect overseas issuers to tap Europe's bond paradise.
Broadcom-Qualcomm Would Create Cross-Sector Chips Powerhouse, Srinivasan Says
31 perc
1093. rész
Bloomberg Intelligence's Anand Srinivasan and Brooke Sutherland, a deals columnist at Bloomberg Gadfly, talk about news that Broadcom is offering $130 billion for Qualcomm in a landmark tech deal. Craig Johnson, president of Customer Growth Partners, discusses Michael Kors' second quarter earnings and his 17th annual holiday retail forecast. Aaron Brown, a Bloomberg Prophet and former managing director and head of financial market research at AQR Capital Management, tells Pimm Fox and Lisa Abramowicz plausible outcomes for CME's foray into bitcoin. Finally, Jim Vogel, an interest rate strategist at FTN Financial, discusses the tax bill impact on the deficit, treasuries and thoughts on Fed Chair nominee Powell and NY Fed President Bill Dudley stepping down.
Simon Nynens on How to Fail Less
25 perc
1092. rész
Simon Nynens, CEO and chairman of Wayside Technology Group, talks about creating a work environment to recruit and retain employees. Withum's Dave Springsteen and Tony Nitti discuss the tax reform bill, corporate tax rates and incentives, and repatriation. Finally, Ward McCarthy, chief financial economist at Jefferies & Co., talks about job numbers, the economy and the Fed.
High Probability for U.S.-China Trade Tension in 2018, Miller Says
30 perc
1091. rész
Leland Miller, CEO of China Beige Book International, tells Pimm Fox and Lisa Abramowicz why optimism about China's economy is based on misconceptions. Scott Galloway, a professor of markets at NYU's Stern School of Business, talks about how the traditional rules of business don't apply to the Big Four: Apple, Amazon, Facebook and Google. Barry Ritholtz, the founder of Ritholz Wealth Management and a Bloomberg View columnist, discusses evidence-based investing. Finally, Bloomberg's Laura Davison, talks about the GOP's rollout of their new tax cut proposal.
Ukraine Is Key to Showing Close Ties From Trump to Russia, Conn Says
30 perc
1090. rész
Richard Conn, a managing partner at Eurasia Advisors, talks about the links between Russia, Ukraine and Manafort, and how the conspiracy investigation is a watershed event in U.S. history. Steve Peacher, president of Sun Life Investment Management, the investment arm of global insurance company Sun Life Financial, discusses credit valuations and the current investment outlook. Michael Scanlon, a portfolio manager at Manulife Asset Management, previews Apple and Facebook earnings. Finally, Jamie Butters, an auto reporter at Bloomberg, talks about the mixed bag of October auto sales.
Facebook, Twitter and Google Under Senate Microscope on Russia, De Vynck Says
29 perc
1089. rész
Bloomberg's Garrit De Vynck talks about Facebook, Twitter and Google's appearances before Congress to answer questions on how Russians meddled on social media. Noah Feldman, Felix Frankfurter Professor of Law at Harvard University and a Bloomberg View columnist, discusses his column, "Manafort Indictment Begins a Complicated Story." Robert Maroni, president of Lombardy, discusses the Lombardy referendum seeking more autonomy for northern Italy. Finally, Simon Ballard, a global credit strategist at Bloomberg in London, talks about the outlook for central banks, the Fed Chair announcement and payrolls Friday.
Sportsmen Oppose Trump's Plan to Rescind Monuments, Fosburgh Says
29 perc
1088. rész
Whit Fosburgh, president and CEO of the Theodore Roosevelt Conservation Partnership, talks about the moves by Ryan Zinke's Department of the Interior to open up national lands and monuments for commercial development. Sarah Frier, a technology reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz why Facebook is stumbling with its strategy to stamp out fake news. Antonio Barroso, senior Eurozone analyst at Teneo Intelligence, discusses the political implications of the Catalan clash in Spain. Finally, Mike Holland, chairman and CEO of Mike Holland & Co., talks about markets and investing and gives a preview of Apple earnings.
Emerging Markets Beat U.S. Junk in Upside Down World, Gaffney Says
30 perc
1087. rész
Kathleen Gaffney, co-director of diversified fixed income at Eaton Vance, talks about bond markets, investment strategy and high-yield. Shira Ovide, a Bloomberg Gadfly columnist covering technology, and David Garrity, CEO of GVA Research, discuss the domination of Amazon. Jim Harrison, CEO of Party City, talks about new channels of revenue growth and his company's vertical business model. Finally, Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about vertical consolidation deals popping up in health care, like CVS-Aetna, and Amazon entering into the prescription drug segment.
2017's Dramatic Decline in Global Wine Production
32 perc
1086. rész
Stephen Rannekleiv, global beverages strategist at Rabobank International, talks about the implications of the dramatic decline in global wine production this year and how California is faring following the wildfires. Jitendra Waral, global internet and consumer electronics analyst at Bloomberg Intelligence discusses Twitter, Alphabet and Amazon earnings. Maxime Sbaihi, a Euro-area economist at Bloomberg Intelligence, talks about the ECB's plan to taper QE. Finally, Scott Keogh, president of Audi's U.S. operations, tells Pimm Fox and Lisa Abramowicz about his company's new lines, electric car segment and luxury branding.
Perry's Coal Subsidy Is a Solution in Search of a Problem, Denning Says
26 perc
1085. rész
Liam Denning, an energy, mining and commodities columnist at Bloomberg Gadfly, talks about Energy Secretary Rick Perry's plan to subsidize coal and nuclear plants. Jonathan Adams, a senior insurance industry analyst at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz how reinsurers face a long recovery. Scott Dorf, a Bloomberg Prophet and managing director at Amherst Pierpont Securities, discusses the bond market and his latest column, "Buy the Dip Is a Losing Strategy in the Bond Market." Finally, Alex Webb, a technology reporter at Bloomberg, gives an inside look at Apple's struggle to get the iPhone X to market on time.
How NPR's Former CEO Left the Liberal Bubble and Learned to Love the Right
31 perc
1084. rész
Former CEO of NPR and lifelong Democrat Ken Stern discusses his new book, "Republican Like Me: How I Left the Liberal Bubble and Learned to Love the Right." John Fraher, Bloomberg's senior executive editor for business, finance and energy, tells Pimm Fox and Lisa Abramowicz how a charter revision will allow President Xi Jinping to rule China and shape policy for decades more. Michael Halen, senior restaurant analyst at Bloomberg Intelligence, talks about McDonald's and Chipotle earnings. Finally, Vertical Research's Mike Dudas discusses the gold outlook and previews earnings for metal and mining stocks.
It's All About Earnings, Hugh Johnson Says
30 perc
1083. rész
Hugh Johnson, chairman and CIO of Hugh Johnson Advisors, talks about his three-year market forecast. Bloomberg Intelligence's Sam Fazeli discusses big pharma earning as Merck, Eli Lilly and Glaxo report this week. Liam Denning, a Bloomberg Gadfly columnist covering energy, talks about Halliburton earnings and gives an overview of the oil services sector. Finally, Jaimin Patel, a senior credit strategist at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz how a default may be looming for Venezuela.
EU Could Assist Scotland's Wish to Stay in Single Market, Brown Says
32 perc
1082. rész
Keith Brown, Scotland's Cabinet Secretary for Economy, Jobs and Fair Work, tells Pimm Fox and Lisa Abramowicz what Brexit means to Scotland, the economy and business opportunities in the country. Calamos' Matt Freund talks about the bond market and current strategies. Nathan Dean, a government analyst at Bloomberg Intelligence, says he doesn't see tax reform happening this year as congressional fights loom. Finally, Saijel Kishan, a hedge fund reporter at Bloomberg, says glitches are abounding as automation sweeps Wall Street.
Pruitt Is Rolling Back Standards Agreed to by Car Companies, Browner Says
31 perc
1081. rész
Former EPA Administrator Carol Browner discusses the recent attempted rollbacks of the Clean Car Standards by Scott Pruitt and President Trump. David Winters, CEO of Wintergreen Advisers and portfolio manager of the Wintergreen Fund, tells Pimm Fox and Lisa Abramowicz how investors are being fooled by the low-fee crisis on Wall Street. Max Abelson, a finance reporter at Bloomberg, talks about the opioid crisis on Wall Street. Finally, John Butler, a senior telecom services and equipment analyst at Bloomberg Intelligence, discusses reports of decreased orders for iPhone 8 models.
Ackman Has Old Data and Incomplete Info in War on ADP, CEO Says
29 perc
1080. rész
Carlos Rodriguez, president and CEO of ADP, talks about his company's proxy fight with Bill Ackman's Pershing Square. Bill Rhodes, president and CEO of William Rhodes Global Advisors, discusses the key themes from the China World Congress. Vernon Silver, a projects and investigations reporter at Bloomberg, and Shira Ovide, a technology columnist at Bloomberg Gadfly, tell Pimm Fox and Lisa Abramowicz how Facebook and Google helped an anti-refugee campaign in swing states. Finally, Bloomberg's Hugh Son talks about Wall Street automation and how bankers are privately fretting about gutting their staffs.
Sheryl Palmer Isn't Concerned About Rebuilding in Houston Flood Zones
30 perc
1079. rész
Sheryl Palmer, chief executive officer of Taylor Morrison Home Corp., talks about rebuilding in flood zones in Houston, managing the current labor shortage and the outlook for her company. Bloomberg Intelligence's Paul Sweeney discusses Netflix Inc.'s plans to spend $8 billion in 2018. Ruth Crowell, CEO of the London Bullion Market Association, tells Pimm Fox and Lisa Abramowicz about the market trends from the Global Precious Metals Conference. Finally, Josh Wingrove, a Canada politics reporter at Bloomberg, talks about news that Canada and Mexico are rejecting U.S. demands at the NAFTA negotiations.
Iraq Oil at Risk If Mediterranean Refiners Lose Access, Lee Says
29 perc
1078. rész
Julian Lee, an oil strategist at Bloomberg, talks about his column, "Kurdish Oil Tensions Show Iran Was Just a Trump Sideshow." Ariel Cohen, a senior fellow at the Atlantic Council and the director of the Center for Energy, Natural Resources and Geopolitics at the IAGS, tells Pimm Fox and Lisa Abramowicz how the Iran nuclear deal could play out. Matt Maley, the chief equity strategist at Miller Tabek & Co., reminisces about the 1987 stock market crash and discusses his note, "The Crash of 1987: Blame Dan Rostenkowski." Finally, Eran Baniel, CEO of the start-up DouxMatok, talks about the sugar industry and says his company has created a safe alternative with an identical sensory profile to sugar's.
Hawaiian Air's Quality and Local Routes Will Offset Southwest, CEO Says
32 perc
1077. rész
Mark Dunkerley, president and CEO of Hawaiian Airlines, discusses Southwest Airlines' entry in the Hawaiian market and his company's new partnership with Japan Airlines. Former U.S. Congressman Rick Lazio, senior vice president at Alliant Group, tells Pimm Fox and Lisa Abramowicz how tax reform might play out in Congress. Damian Sassower, a fixed-income strategist at Bloomberg Intelligence, says the Fed may rain on the emerging-market debt parade. Finally, Scott Kimball, a portfolio manager of the BMO TCH Core Plus Bond Fund, talks about central banks and seeking opportunities in long-duration paper.
Trump's Order Lets Employers Offer Stingier Insurance, Nisen Says
45 perc
1076. rész
Max Nisen, a Bloomberg Gadfly columnist, tells Pimm Fox and Lisa Abramowicz how Donald Trump's executive order allowing the sale of less-comprehensive health care plans will impact Obamacare. Frank Sorrentino, CEO of ConnectOne Bank, talks about the growth of fintech in community banking. Cognizant's Ben Pring, co-leader of the Future of Work Center, discusses his new book, "What To Do When Machines Do Everything: How to Get Ahead in a World of AI, Algorithms, Bots and Big Data." Finally, Kevin Cirilli, a White House correspondent at Bloomberg, talks about reports that Trump is said to be seeking a change to ending a tax break for people in high-tax states.
Why Is Uber Under So Many Investigations?
22 perc
1075. rész
Bloomberg's Max Chafkin talks about news that Uber is facing at least five criminal probes from the Justice Department - two more than previously reported. Craig Berger, CEO of My Mo Mochi Ice Cream, discusses his snack product of ice cream wrapped in sweet rice dough. Finally, Bloomberg's Jennifer Epstein tells Pimm Fox and Lisa Abramowicz about the NAFTA renegotiations as Donald Trump continues his threat to walk out.
Why Do Stocks Go Up and Down?
24 perc
1074. rész
Charles Biderman, the president and CEO of Trim Tabs Asset Management, tells Pimm Fox and Lisa Abramowicz why stock prices move in one direction versus another. Ron Sanchez, the chief investment officer at Fiduciary Trust Company Internation, talks about global investing and which global economy is growing the fastest. Finally, Bloomberg Intelligence's Poonam Goyal discusses news that Wal-Mart's e-commerce sales are surging as it plays catch-up with Amazon.
Apple Products Should Be Made in America, Vincent Vittorio Says
31 perc
1073. rész
Filmmaker Vincent Vittorio talks about manufacturing in the U.S. and his film, "American Made Movie." Mike Mullaney, Boston Partners' global market research director, discusses the performance of the U.S. and Japanese economies and stock markets. Nicholas Heymann, an analyst at William Blair & Co., discusses changes to the General Electric board. Finally, Bloomberg News' Simon Kennedy talks about Richard Thaler's Nobel Prize win.
'Dumbstruck' by Trump on Puerto Rico
22 perc
1072. rész
Joe Mysak, an editor at Bloomberg Briefs, says he was "dumbstruck" by President Trump's comments on Puerto Rico's bond market. KPMG Chief Economist Constance Hunter discusses the September jobs report, in which the number of workers on U.S. payrolls declined for the first time since 2010. Finally, Ernesto Ramos, the head of equities at BMO Global Asset Management and portfolio manager of the BMO Large Cap Growth Fund, discusses the stock market and tells Pimm Fox and Lisa Abramowicz what kinds of companies he looks for.
Paul Sweeney on Amazon's New Delivery Service
28 perc
1071. rész
Bloomberg Intelligence's Paul Sweeney discusses reports that Amazon is experimenting with a new delivery service intended to make more products available for free two-day delivery. David Garrity, CEO of GVA Research, talks about news that Facebook has turned over to Congress 3,000 ads purchased by groups linked to Russia that were designed to disrupt the 2016 U.S. election. Bruce Bittles, Robert W Baird & Co's chief investment strategist, discusses the stock market. Finally, Brad Stewart, Xojet's CEO, discusses the private airline industry.
Who's on the Short List for Fed Chair?
24 perc
1070. rész
Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, tells Pimm Fox and Lisa Abramowicz who the leading candidates to run the Federal Reserve are. Chuck Lieberman, the chief investment officer at Advisors Capital Management LLC and a Bloomberg View columnist, discusses the stock and bond markets. Finally, Bloomberg News Editor-in-Chief Emeritus Matt Winkler talks about the turnaround in Argentina's economy.
Identity Fraud Frankensteins
22 perc
1069. rész
Jeffrey Feinstein, the vice president of global analytics at LexisNexis Risk Solutions, tells Pimm Fox and Lisa Abramowicz about the growing problem of synthetic identity fraud. Bloomberg's Chris Palmeri talks about the new security protocol at Las Vegas casinos in the wake of Sunday's mass shooting. Finally, Rebecca Lindland, an executive analyst at Cox Automotive, discusses September auto sales.
Job Creation Should Be Required for Corporate Tax Cuts, Macke Says
35 perc
1068. rész
Chris Macke, the founder of Solutionomics and a contributor to the Federal Reserve Beige Book, says lower corporate tax rates on foreign-earned profits should be tied to job creation and higher wages in America. Bloomberg's Justin Sink talks about the White House's response to the Las Vegas shooting and hurricane recovery in Puerto Rico. Mark Gilbert, a Bloomberg Gadfly columnist covering asset management, discusses the muted bond market reaction to Catalonia's election. Finally, Bloomberg's Lily Katz talks about the cryptocurrency flash crash drawing scrutiny on the Commodity Futures Trading Commission.
Puerto Rico Creditors Seek Restructuring Amid Disaster
27 perc
1067. rész
Bloomberg's Joe Mysak gives an update on Puerto Rico's credit, as the island recovers from Hurricane Maria. Ping Wei, CFO of RYB Education, talks about the company's IPO launch in the U.S. this week and the growth potential of Chinese education. Demetri Argyropoulos, founder and CEO of Avant Global, tells Pimm Fox and Lisa Abramowicz how his company is connecting billionaires and helping legacy companies, as well as startups, develop strategic business relationships. Finally, David Katz, president and CIO of Matrix Asset Advisers, talks about his current stock picks and cautions against putting new money into utilities.
How E-Commerce Is Changing Commercial Real Estate
28 perc
1066. rész
Larry Silverstein, chairman of Silverstein Properties, talks about how e-commerce is spurring a shift from retail to food. Former Governor of New York David Paterson discusses terrorism and security in New York City. EisnerAmper CEO Charly Weinstein talks about the role that blockchain could play in real estate. Finally, Mark Grant, the chief strategist at Hilltop Securities, tells Pimm Fox and Lisa Abramowicz why we won't see a big reversal in yields.
U.S. Needs to Move Fast and Appoint a Czar to Puerto Rico, Rhodes Says
33 perc
1065. rész
Bill Rhodes, president and CEO of William Rhodes Global Advisors, talks about the dire situation in Puerto Rico and says the U.S. needs to send an official to make sure aid gets there. Sheila Bair, the former chairman of the FDIC, discusses President Trump's tax plan and says the pass-through tax cut mostly benefits the super wealthy. Andrew Mayeda, a Bloomberg trader reporter, and Bloomberg Intelligence's George Ferguson, talk about news that Bombardier is being slapped by a punitive trade ruling by the U.S. Commerce Department. Finally, Bloomberg's Matt Townsend says Nike is losing the war of coolness to Adidas.
Holt Expects Booming Job Market and Cooling Housing Market in Canada
28 perc
1064. rész
Scotiabank's Derek Holt talks to Pimm Fox and Lisa Abramowicz about Canada's housing and economic outlook. Bloomberg's Jennifer Surane discusses the exit of Equifax CEO Richard Smith. Brendan Ahern, CIO of KraneShares, talks about Chinese markets and the impact of tighter housing curbs. Finally, Carlos Capistran, the head of Canada and Mexico economies at Bank of America Merrill Lynch, says a U.S. corporate tax cut poses a risk to those two countries.
NFL Advertisers Will Have an 'Ebullient' Year, Porter Bibb Says
28 perc
1063. rész
Mediatech Capital Partners' Porter Bibb predicts an ebullient year for the NFL's advertisers, even as the league is embroiled in a Twitter war with President Trump. Laura Davison, a Capitol Hill reporter for Bloomberg BNA, discusses the corporate tax cuts President Trump and GOP lawmakers are weighing. John Augustine, CIO at Huntington National Bank, gives an outlook for U.S. markets and his current stock picks. Finally, Bloomberg's Alex Webb tells Pimm Fox and Lisa Abramowicz how Apple suppliers are faring after the launch of the new iPhone 8 and the upcoming iPhone X.
Is Trump on a Collision Course With California Over Emissions?
30 perc
1062. rész
Mary Nichols, the chair of the California Air Resources Board, is bracing for a battle with the Trump administration and automakers over keeping tough fuel economy rules in place. PwC International's Bob Moritz tells Pimm Fox and Lisa Abramowicz how his company is moving towards pay parity between women and men. There's a low probability of military conflict on the Korean peninsula, Scott Seaman, the director for Asia at the Eurasia Group, says. Finally, Craig Giammona, a consumer reporter at Bloomberg, discusses Amazon's push to expand into delivery from restaurants.
Why Poland Is Talking About $1 Trillion in German Reparations
30 perc
1061. rész
Witold Waszczykowski, Poland's minister of foreign affairs, discusses relations with the E.U. And Poland's request for war reparations from Germany. Chapdelaine & Co.'s Doug Borthwick tells Pimm Fox and Lisa Abramowicz why the dollar will continue to weaken. Max Chafkin, a technology reporter for Bloomberg Businessweek, talks about his cover story, "Mark Zuckerberg's Political Awakening." Finally, Phil Orlando, the chief equity strategist at Federated Investors, weighs in on the stock market, investments and why he's bullish on banks.
Fed Should Get Out of the Business of Setting Rates, Forbes Says
31 perc
1060. rész
Steve Forbes, chairman and editor-in-chief of Forbes Media, says the Federal Reserve should let borrowers and lenders set interest rates. Until then it's still the Fed, and Carl Riccadonna, the chief U.S. economist at Bloomberg Intelligence, gives his outlook for rate increases. Michelle Kaske, a reporter at Bloomberg, talks about Hurricane Maria's potential to inflict $30 billion in damages on Puerto Rico. Finally, Ira Jersey, the chief U.S. interest rate strategist at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz why it's optimistic to think the Fed will raise rates this year.
Restraints on Immigration Will Hurt the Economy, Carbonite's Ali Says
20 perc
1059. rész
Mohamad Ali, the president and CEO of Carbonite, says he's worried about how immigration and H1B1 restraints will hurt his business and the economy. Drew Beja, a portfolio manager at Granahan Investment Management, tells Pimm Fox and Lisa Abramowicz about his collection of "desert island" companies, small-cap growth companies that will be much more valuable years down the line. Finally, Bloomberg's Margaret Talev discusses President Trump's UN address and says that Trump had to talk to both the world and his own base, which is inhernetly skeptical of the value of the UN.
The Market Isn't Correctly Pricing In Climate Risk, Samama Says
30 perc
1058. rész
Amundi's Fred Samama discusses the importance of investing responsibly and how the market isn't pricing in climate risk right. Brad McMillan, the chief investment officer at Commonwealth Financial Network, tells Pimm Fox and Lisa Abramowicz whether investors should be worried about North Korea and why he's bullish on markets in the short-term. Bloomberg Intelligence's Brian Egger talks about how Hurricane Irma's devastation in the Caribbean has affected hotel and cruise stocks. Finally, Jack Ablin, the chief investment officer at BMO Wealth Management, gives his outlook for financial markets and what the credit cycle could signal.
A Big Risk to Internet Companies
29 perc
1057. rész
Government and regulatory agencies have Internet companies like Google and Facebook in their cross-hairs, a potentially huge risk to the big tech stocks, Bloomberg Gadfly's Shira Ovide says. Henry Peabody, a co-manager of the Eaton Vance Multi-Sector Bond Fund, tells Pimm Fox and Lisa Abramowicz why investors should hold cash to prepare for a credit unwind. Vincent Cignarella, a global macro strategist at Bloomberg, says the dollar will weaken as tax reform sinks. Finally, Frank Holmes, CEO and CIO of U.S. Global Investors, gives an outlook for gold and talks about how blockchain technology and cryptocurrencies are moving the yellow metal.
How Equifax Missed Its Chance to Prevent the Massive Hack
27 perc
1056. rész
Vinny Troia, CEO of Night Lion Security, and Bloomberg's Jordan Robertson tell Pimm Fox and Lisa Abramowicz that Equifax failed to fix a flaw that computer experts had flagged earlier in the year. Insurers have an appetite for flood risk, David Sampson, CEO of the Property Casualty Insurers Association of America, says. Bloomberg's Anand Srinivasan and Alex Sherman talk about how Apple could be locking up the supply chain with its reported involvement in Bain Capital's bid for Toshiba's memory chip business. Finally, Laura Litvan, a congressional reporter at Bloomberg, discusses the meal President Trump took with Democratic leaders Nancy Pelosi and Chuck Schumer to wrangle with DACA--same food, different stories.
Are Bank Jobs at Risk From Technology?
28 perc
1055. rész
Greenwich Associates' Kevin McPartland says technology signals a change in banking jobs, not a loss. Storm recovery and cleanup companies are making billions off of more frequent natural disasters, Bloomberg's Prashant Gopal says. Lionel Laurent, a Bloomberg Gadfly columnist covering finance, discusses his skepticism of "hyped-up millennial alternative" asset classes like Bitcoin and cannabis. Finally, Bloomberg Gadfly's Shira Ovide explains why people might well pay $1,000 for the new iPhone and not think twice about it.
It's Like Nordstrom Without the Clothes
28 perc
1054. rész
It is Nordstrom without the clothes. Poonam Goyal, a senior retail analyst at Bloomberg Intelligence, talks about the retailer's new window-shopping concept. Mark Yusko, CEO and CIO at Morgan Creek Capital Management, tells Pimm Fox and Lisa Abramowicz about his new actively managed ETF that will cull from the firm's "10 best ideas." Bloomberg Intelligence's John Butler talks all things Apple on unveil day for the new iPhones. Finally, an update on Florida power utilities following Hurricane Irma, from Kit Konolige, a senior utilities analyst at Bloomberg Intelligence.
Yields Aren't Likely to Rise Until the Fed Resolves Its Balance Sheet, CIBC's Tucci Says
30 perc
1053. rész
Tom Tucci, the head of U.S. Treasury trading at CIBC World Markets, offers his outlook on the bond market. Teva's naming of Kaare Shultz as CEO comes in for analysis by Koby Benmeleh, a Bloomberg reporter in Tel Aviv, and Liz Krutoholow, a specialty pharma and biotech analyst at Bloomberg Intelligence. Bloomberg's Jamie Butters discusses the impact of China's effort to go all electric on cars. Finally, Regina Mayor, KPMG's global sector leader for energy and natural resources, talks about how major weather events affect the energy markets.
Florida Nuclear Plants Say They're Not at Risk From Irma
30 perc
1052. rész
Bloomberg's Brian Sullivan and Jack Kaskey talk about Hurricane Irma's destructive path and potential chemical fallout. Scott Painter, founder and former CEO of TrueCar, discusses Fair, his new "car-as-a-service" startup. Lamine Zarrad, CEO of Tokken, talks about how blockchain is working for the cannabis industry. Finally, Amnon Bar-Lev, president of Check Point Software, and Michael Riley, a cybersecurity reporter at Bloomberg, discuss Equifax's historic breach that may have exposed half of Americans.
Hurricane Irma Threatens $1.2 Billion of Florida Crops, Bjerga Says
29 perc
1051. rész
Alan Bjerga, an agriculture reporter at Bloomberg, says Hurricane Irma threatens $1.2 billion of Florida crops. Craig Johnson, president of Customer Growth Partners, talks about how hurricanes like Harvey and Irma impact retail. Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses news that Amazon is shopping for a second U.S. headquarters with as many as 50,000 employees. Finally, Marvin Loh, a senior global markets strategist at BNY Mellon, talks about central banks and risk asset response to geopolitics.
Russian Tech Is Leaking Into North Korea, Atlantic Council's Cohen Says
29 perc
1050. rész
Ariel Cohen, a senior fellow at the Atlantic Council and the director of the Center for Energy, Natural Resources and Geopolitics at the IAGS, talks about China and Russia's strategies for North Korea. Shunondo Basu, a meteorologist and gas analyst at Bloomberg New Energy Finance, discusses the impact of Hurricane Irma. Jonathan Adams, a senior insurance industry analyst at Bloomberg Intelligence, talks about how insurers are bracing for Hurricane Irma, as well as the impact from Harvey. Finally, Larry Tabb, chairman and founder of the Tabb Group, discusses news that the SEC is working on a carve-out policy against upcoming MiFID rules.
Aerospace Bulks Up
21 perc
1049. rész
The combination of UTX and Rockwell Collins creates an aerospace-supplier giant, Bloomberg Intelligence's Doug Rothacker says. Tom Hainlin, a global investment strategist at Ascent Private Capital Management, says the U.S. consumer supports a bull market for stocks. Finally, Dr. Robert Pape, a political science professor at the University of Chicago, says without China and Russia's support, the U.S. needs to restart Big 6 talks with North Korea.
Harvey Endangered World's Most Important Chemical
31 perc
1048. rész
Hurricane Harvey destroyed large stocks of ethylene, the world's most important chemical, Bloomberg Intelligence's Jason Miner and Houston-based Bloomberg reporter Jack Kaskey tell Pimm Fox and Lisa Abramowicz. Miller Tabak & Co. equity strategist Matt Maley provides a macro look at the equity markets, the dollar and jobs. Bloomberg senior White House correspondent Margaret Talev discusses Trump attempt to tie a debt-limit boost to the Harvey aid package. Finally, Jessica Caldwell, executive director of industry analysis at Edmunds, discusses August auto sales and the impact from Harvey.
Refineries Still Operating Will Benefit Most From Harvey, Lipow Says
31 perc
1047. rész
Andy Lipow, president of Houston-based Lipow Oil Associates, talks about the impact of Hurricane Harvey on Houston's energy industry and gas prices. Bloomberg Businessweek's David Kocieniewski discusses his article, "Deep In Debt, The Kushners Hunted for Cash Across the Globe." Amnon Bar-Lev, president of Check Point Software, talks about nation-focused cyber attacks and new industries undergoing cyber-shifts. Finally, Ed Ludlow, a U.K. correspondent at Bloomberg, discusses where the U.K. stands with Brexit negotiations.
Doritos Goes Organic to Break Into Amazon's Whole Foods, Kaplan Says
32 perc
1046. rész
Jenny Kaplan, a consumer reporter at Bloomberg, says PepsoCo.'s Frito-Lay is aiming to break into Amazon's Whole Foods with its organic Doritos and chips line. Sal Gilbertie, the president and founder of Teucrium Trading LLC, and Mike McGlone, a commodity strategist at Bloomberg Intelligence, discuss Hurricane Harvey's impact on agricultural crops and commodities. Hugh Johnson, chairman and CIO of Hugh Johnson Advisors, talks about his economic outlook, forecast for stock prices and investment strategy. Finally, Carl Riccadonna, the chief U.S. economist at Bloomberg Intelligence, discusses GDP and how Hurricane Harvey could impact growth.
Houston Police Chief Says Challenge Is Getting Resources
31 perc
1045. rész
Houston Police Chief Art Acevedo discusses rescue and relief efforts after Hurricane Harvey and says there are challenges getting adequate resources to the city. Stephen Schork, president of the Schork Group, talks about how the $40 oil price barrier may be tested if Harvey's effects are prolonged. Bloomberg View columnist Brad Taylor, a retired Special Forces lieutenant colonel and author of "Ghosts of War" discusses how to beat North Korea at nuclear blackmail. Finally, Bob Shullman, the founder of the Shullman Research Center, talks about the latest luxury trends in the affluent world.
Gas, Crude Markets at Odds After Harvey, Cushing's Toudouze Says
27 perc
1044. rész
Libby Toudouze, a partner and portfolio manager at Cushing Asset Management, talks about the impact that Hurricane Harvey is having on oil assets in the Gulf. Jonathan Adams, an insurance analyst at Bloomberg Intelligence, discusses Hurricane Harvey's impact on insurers and how most people weren't insured for flood damage. Scott Mushkin, a senior retail analyst at Wolfe Research, talks about Amazon's decision to start price cuts at Whole Foods today. Finally, Mandeep Singh, a technology analyst at Bloomberg Intelligence, discusses news that Uber is hiring Expedia CEO Dara Khosrowshahi to be the new CEO and what that implies for both companies.
Venezuela Debt Gets China Support, AllianceBernstein's Khan Says
31 perc
1043. rész
Shamaila Khan, the director of emerging market debt at AllianceBernstein, discusses the sanctions on Venezuela that the Trump administration unveiled today, potential impact on the country's debt, and China's involvement in the debt. Bloomberg Gadfly columnists Shira Ovide and Sarah Halzack talk about Amazon quickly using its ruthless playbook to cut prices at Whole Foods and the logistical challenges ahead for Amazon's grocery business. Shunondo Basu, a meteorologist and gas analyst for Bloomberg New Energy Finance, talks about Hurricane Harvey and its effect on the energy industry. Finally, David Ader, the chief macro strategist for Informa Financial Intelligence, discusses market uncertainty, the outlook for bond yields and current investment strategy.
U.S. Won't Default on Debt, But Expect a Shutdown, Steve Bell Says
28 perc
1042. rész
Steve Bell, a senior adviser at the Bipartisan Policy Center and former Senate Budget Committee staff director, tells Pimm Fox and Lisa Abramowicz why he believes a government shutdown is inevitable. Rania Sedhom, a managing partner at Sedhom Law Group, talks about three new employment-law changes in New York, how businesses could be affected and what it means for the rest of the country. Matthew Boyle, a U.S. retail reporter at Bloomberg, discusses how Costco's laissez-faire approach to online shopping could prove dangerous in the long term. Finally, Steven Englander, the head of research and strategy at Rafiki Capital, talks about currencies and whether central bankers still have power to sway markets.
Berg Says Short Stock Rally May Be Followed by Long Bear Market
24 perc
1041. rész
Milton Berg, CEO and founder of Milton Berg Advisors, discusses his bearish tones on the late-stage bull market and why he's bullish on gold. Bloomberg's Yalman Onaran talks about how big banks could see profit jump 20 percent with Trump-era deregulation. Rebecca Kern, an energy policy reporter at Bloomberg BNA, discusses news that the White House is denying requests for emergency orders to keep Murray Energy Corp. and FirstEnergy Corp.'s coal operations running and out of bankruptcy, despite Trump's campaign pledges. Finally, Leila Abboud, a Bloomberg Gadfly columnist covering technology, media and telecommunications, talks about how ad giant WPP's slumping sales indicate a larger problem for advertising companies.
Cheerleading Is a $2 Billion U.S. Industry, Untapped Worldwide, Varsity Says
31 perc
1040. rész
Jeff Webb, founder and chairman of Varsity Spirt, the world's largest cheerleading-uniform company, talks about being the biggest company in the $2 billion industry and his plans for an untapped global market. Bob Guccione Jr., the creator of Spin, Gear and Discover Media, discusses his new travel site, WONDERLUSTtravel.com. Hernan Rincon, CEO of Avianca Holdings, talks about taking the company completely digital and its strategic alliance with United Continental. Finally, Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence, discusses how ETF issuers are looking to save on indexing fees, as well as why active bond funds outperform ETFs.
Coal Stocks Trading at Cheap Valuations in Distressed Universe, Schultze Says
31 perc
1039. rész
Schultze Asset Management's George Schultze talks about bankruptcy and distressed investing and where he's finding value. Bloomberg's Matt Townsend and Mario Parker talk about news that Herbalife is ending talks to go private and entering a pact with Carl Icahn and that Icahn is ending his White House role amid conflict of interest issues. Jared Hecht, co-founder and CEO of Fundera, discusses what to expect from the future of online lending. Finally, Sarah Jones, a U.K. finance reporter at Bloomberg in London, talks about the unintended consequences of MiFID: job losses and trading turmoil.
The White House's Impact on the Corporate Community
28 perc
1038. rész
Rick Helfenbein, the president and CEO of the American Apparel and Footwear Association, discusses retail earnings, Nafta negotiations and the impact of White House actions on the corporate community. Anurag Rana, a senior analyst of software and IT services at Bloomberg Intelligence, talks about Infosys CEO Vishal Sikka resigning amid acrimony between the board and a cohort of founders led by ex-chairman Narayana Murthy. Mike Buchanan, the deputy chief investment officer at Western Asset Management, gives his current outlook for the bond market and yield spreads. Finally, John Streur, the CEO of Calvert Research and Management, talks about responsible investing and ESG trends in 2017.
Three Percent Inflation Looks Likely, Leuthold's Paulsen Says
26 perc
1037. rész
Jim Paulsen, the chief investment strategist at the Leuthold Group, says three percent inflation looks likely. Chapdelaine & Co's Doug Borthwick talks about how the ECB is expressing concern over Euro appreciation and gives an outlook for the dollar. Sarah Halzack, a Bloomberg Gadfly columnist covering retail, discusses Walmart's tough battle ahead. Finally, Mike McDonough, the global director of economic research and chief economist at Bloomberg Intelligence, talks about how Trump's race remarks imperil the economic agenda.
Year-End Bloodbath Coming for Target, Amazon and Walmart, Mushkin Says
30 perc
1036. rész
Scott Mushkin, a senior retail analyst at Wolfe Research, gives an outlook for the retail sector. Josh Dettman, the president of Fintech Investment Group, talks about the soaring price of bitcoin. Adam Tempkin, a structured finance reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz how "deep" subprime auto loans are hitting crisis levels. Finally, Stephen Smith, the CEO and president of Equinix, and Josh Yatskowitz, a media and cable analyst at Bloomberg Intelligence, discuss how companies are dealing with digital trends and using private interconnections to transform business.
Two Percent Growth is the New 3 Percent, So Invest Accordingly, Rhame Says
31 perc
1035. rész
Lara Rhame, a senior economist in fund strategy at FS Investments, talks about retail sales, consumer spending and economic growth expectations. Seema Shah, a consumer discretionary analyst at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz why legacy retailers will continue to struggle. Norm Champ, the former director of the division of investment management at the U.S. Securities and Exchange Commission, talks about his new book, "Going Public: My Adventures Inside the SEC and How to Prevent the Next Devastating Crisis." Finally, Noel Hebert, a senior U.S. credit analyst at Bloomberg Intelligence, discusses reports that Amazon is planning a bond sale to fund its purchase of Whole Foods.
Former Acting CIA Director Devine Is 'Very Concerned' About Korea
29 perc
1034. rész
Jack Devine, the former acting director of the CIA and founding partner and of the Arkin Group, tells Pimm Fox and Lisa Abramowicz why it's time for negotiation, not military action, with North Korea. Lionel Laurent, a Bloomberg Gadfly columnist covering finance and markets, talks about why Angry Birds maker Rovio Entertainment's planned IPO comes with risks. Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence, discusses Vanguard's growing dominance in asset management and how ETF inflows this year have already eclipsed last year's annual record. Finally, Mike McDonaugh, the global director of economic research and chief economist at Bloomberg Intelligence, talks about why NAFTA renegotiations are expected to be painless.
Programmatic Advertising Is the Future, Trade Desk CEO Says
28 perc
1033. rész
Jeff Green, CEO of Trade Desk, talks about the company's earnings and performance, going public and the landscape of the digital ad space. Craig Johnson, president of Customer Growth Partners, discusses retail earnings and the outlook for malls. Bill Faries, Bloomberg's team leader for national security, talks about Trump's intensified warnings to North Korea amid rising tensions in the region and how Guam is preparing itself. Finally, Frank Mecum, the director of consignment at Mecum Auctions, discusses the collector car auction market, trends and the upcoming Mecum Monterey 2017 during the famed Monterey Car Week.
China Can Be Pressured on Korea Prior to Crucial Party Congress, Rhodes Says
35 perc
1032. rész
Bill Rhodes, president and CEO of William Rhodes Global Advisors, talks about potential actions that could force China's hand on North Korea. George Mathew, CEO and chairman of Kespry, discusses the impact drones are having on changing blue-collar work, partnerships with Farmers Insurance and Deere and what lies ahead for the commercial drone industry. Jackie Baumgarten, CEO of Boatsetter, talks about the boat-sharing business and becoming the Airbnb for boats. Finally, Alex Barinka, an IPO reporter at Bloomberg, discusses how Blue Apron is losing customers after cutting spending.
Tellurian's Souki Expects Higher LNG Prices Globally in Two Years
32 perc
1031. rész
Charif Souki, founder of Cheniere and chairman of Tellurian, discusses the LNG and potentially being sued by his former company. Burt Flickinger, managing director of Strategic Resource Group, provides an outlook for the retail industry and talks about which major retailers will survive the "retail Ice Age." Joel Beam, managing director and senior portfolio manager at Salient, discusses opportunities in REITS and the global real estate market. Finally, Eric Lascelles, chief economist at RBC Global Asset Management, talks about the Fed, NAFTA and low wage growth.
EM Spreads Are Embedded to Sovereign Risk, Sassower Says
33 perc
1030. rész
Damian Sassower, a fixed-income strategist at Bloomberg Intelligence, talks about how EM sovereign spreads are driving energy industry debt valuations, exposing issuers to political risks. Dan Wasiolek, a senior equity analyst at Morningstar, discusses Marriott earnings, previews Priceline and gives a general overview of the hospitality industry. David Kudla, the CEO and chief investment strategist of Mainstay Capital, talks about markets, Tesla and his current investment strategies. Finally, Bloomberg Prophet Danielle Dimartino Booth, the founder of Money Strong LLC and a former adviser to the Dallas Fed, discusses retail pain, China's widening trade surplus and rate hikes.
United Technologies-Rockwell Collins Deal Defends Against Boeing, Rothacker Says
32 perc
1029. rész
Bloomberg Intelligence's Joel Levington and Douglas Rothacker discuss the structural and strategic implications for a $40 billion United Technology-Rockwell Collins deal. Paul Sweeney, the U.S. director of research and senior media and Internet analyst at Bloomberg Intelligence, previews big media earnings this week from CBS, Disney and Fox. Tara Lachapelle, a Bloomberg Gadfly columnist covering deals, talks about Berkshire-Hathaway's disappointing earnings and why the company needs to work some deal magic with its excess cash. Finally, Alex Sherman, a deals reporter at Bloomberg, discusses news that Sprint is said to resume early talks on a merger with T-Mobile and gives an outlook for SoftBank-Charter.
Abandon 'One Korea' Policy, Lefkowitz Says
30 perc
1028. rész
Jay Lefkowitz, former U.S. special envoy for human rights in North Korea and a partner at Kirkland and Ellis, tells Pimm Fox and Lisa Abramowicz why we need a radical new approach on North Korea. Bloomberg's Chris Strohm talks about Jeff Sessions' briefing on leaks and news that Robert Mueller is establishing a Washington grand jury in the Russia probe. Chris Lu, the former deputy secretary of labor, discusses the July jobs report and why cutting immigration won't build job growth. Finally, Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence, talks about activist investor Paul Singer's comments that passive investing is "devouring capitalism."
Netflix's Business Model Is a Ticket to Bankruptcy, Bibb Says
30 perc
1027. rész
Mediatech Capital Partners' Porter Bibb talks about cable losing to on-demand, media earnings and the continued hemorrhage in print ad revenue. Ron Biscardi, co-founder and CEO of Context Capital Partners, discusses the health of the hedge fund industry, "speed dating" for hedge funds and key findings in their European Allocator Trends Report. Marc Chandler, the global head of currency strategy at Brown Brothers Harriman, talks about the BOE, the dollar and the pound. Finally, Bloomberg Intelligence's Caitlin Webber tells Pimm Fox and Lisa Abramowicz how consumer goods could be collateral damage if China trade talks fail.
Poor Risk-Reward Ratio Now in High Yield, Maglan's Tawil Says
26 perc
1026. rész
Maglan Capital President David Tawil discusses tightening spreads and growing risks in the high yield market. Sid Verma, a markets reporter at Bloomberg in London, tells Pimm Fox and Lisa Abramowicz how the Big Three credit raters ducked reform after the subprime mortgage crisis and have a tighter grip on business than before. Shira Ovide, a Bloomberg Gadfly columnist covering technology, talks about how Apple investors have been so trained to look ahead that they're ignoring the pedestrian present. Finally, Tom Orlik, chief Asia economist at Bloomberg Intelligence, discusses reports that the White House is preparing a trade case against China.
Howard Marks Says to Expect 5% Returns Now If You Start From Scratch
29 perc
1025. rész
Howard Marks, co-chairman and co-founder of Oaktree Capital Group, talks about using leverage in today's markets and what kind of returns investors should expect. Chris Ailman, chief investment officer at CalSTRS Investments, tells Pimm Fox and Lisa Abramowicz why he's been taking profit and de-risking assets and using private equity. Finally, John Butler, a senior telecom services and equipment analyst at Bloomberg Intelligence, talks about Sprint earnings and gives a preview of Apple earnings.
China Clampdown Could Reverse Global Real Estate Prices, Orlik Says
30 perc
1024. rész
Tom Orlik, chief Asia economist at Bloomberg Intelligence, talks about reports that China is pressuring Anbang to sell its offshore assets and bring proceeds home in a clampdown on the nation's biggest overseas dealmakers. Richard Conn, a managing partner at Eurasia Advisors, discusses the Trump-Russia controversy. Phil Orlando, chief equity strategist at Federated Investors, weighs in on the stock markets, valuations and earnings. Finally, Paul Sweeney, U.S. director of research and senior media/internet analyst at Bloomberg Intelligence, talks about news that Discovery is buying Scripps for $11.9 billion to form a cable giant and that SoftBank is said to be planning a direct offer for Charter.
Audible Gasps in Chamber, Republicans Dazed After Obamacare Vote: Dennis
29 perc
1023. rész
Bloomberg’s Stephen Dennis, congressional reporter, and Zach Tracer, health care reporter, on the Senate’s failure to repeal Obamacare, as McCain blocks bill. Anna Edney, health care reporter for Bloomberg, on FDA looking to cut cigarette nicotine, in a blow to the tobacco industry. David Garrity, CEO of GVA Research and columnist at Investopedia, on Amazon disappointing, this week’s tech earnings highlights, and outlook for the sector. Liam Denning, Bloomberg Gadfly columnist covering energy, on oil markets and earnings: Exxon, Chevron.
Southwest’s Kelly Sees Proportion of Larger Aircraft In Fleet Growing
31 perc
1022. rész
Gary Kelly, CEO of Southwest Air, on earnings, pricing and demand, capacity and fuel prices. Cliff Noreen, Deputy Chief Investment Officer for MassMutual, on the debt markets and insatiable demand for US corporate bonds. Rick McVey, Chairman and CEO of MarketAxess, on how the arrival of "all to all" electronic trading is remaking global bond markets. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Verizon’s blowout earnings and outlook.
Copper Has More Room -- And Momentum -- to Soar, Dudas Says
29 perc
1021. rész
Mike Dudas, a metals and mining analyst at Vertical Research, talks about copper's hot streak and mining companies' earnings. Ward McCarthy, the chief financial economist at Jefferies, provides an outlook for the Fed balance sheet. Jess Shankleman, a renewables reporter at Bloomberg in London, talks about news that the U.K. will ban the sale of fossil fuel cars by 2040. Finally, Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses the big tech earnings this week from Amazon, Facebook and Twitter.
'Everyone's Back in the Pool' on Greek Debt Deal, Ballard Says
31 perc
1020. rész
Simon Ballard, a Bloomberg credit strategist in London, talks about Greece returning to the debt markets. Steven Oh, the global head of credit and fixed-income at PineBridge Investments, tells Pimm Fox and Lisa Abramowicz why investors should consider a shift in allocations to emerging markets. Michael Halen, a senior restaurant analyst at Bloomberg Intelligence, talks about McDonald's strong earnings report, Domino's shrinking margins and provides preview of tonight's Chipotle report. Finally, Sarah Halzack, a Bloomberg Gadfly columnist covering retail, discusses news that Michael Kors is buying Jimmy Choo for $1.2 billion.
A Collapsing Venezuela Could Jolt Oil Market, Denning Says
29 perc
1019. rész
Bloomberg Gadfly's Liam Denning talks about how a collapsing Venezuela could jolt the oil market. Dr. Stafford Broumand, a plastic surgeon at 740 Park Plastic Surgery and the former president of the American Society of Plastic Surgeons, discusses the growth of the plastic surgery industry and the companies that could benefit. Paul Sweeney, U.S. director of research and a senior media and Internet analyst at Bloomberg, gives a preview of Google earnings and talks about Disney's worker strike. Finally, Ira Jersey, an interest rate strategist at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz how a Fed runoff could significantly increase volatility in the mortgage-backed market.
How Sinclair Broadcasting Is Delivering Trump's Message
29 perc
1018. rész
Bloomberg Businessweek's Felix Gillette tells Pimm Fox and Lisa Abramowicz how the Sinclair Broadcasting group -- the largest owner of broadcast TV stations -- is becoming the unofficial arm of the Trump/TV industrial complex. Cord Christensen, co-founder and CEO of PetIQ, discusses the company's IPO and plans for continued growth as a public company. Yalman Onaran, a senior banking and finance writer at Bloomberg, says banks are posting record profits despite claims that regulation has held them back. Finally, Bob Crandall, the former CEO of American Airlines, talks about overcrowding and the need for air traffic reform.
Mueller Expands Probe Into Trump's Business, While Sessions Labors On
24 perc
1017. rész
Bloomberg's Christian Berthelsen, Bloomberg View columnist Al Hunt and national security editor Larry Liebert talk about the Bloomberg scoop that U.S. Special Counsel Robert Mueller is said to be expanding his probe into Trump's business transactions. They also discuss why Jeff Sessions says he doesn't intend to resign after Trump's scathing comments about him to the New York Times.
McCormick-Reckitt Could Be Kraft-Heinz's Worst Nightmare, Flickinger Says
32 perc
1016. rész
Burt Flickinger, the managing director at Strategic Resource Group, talks about McCormick & Co. acquiring Reckitt Benckiser Group Plc's food business for $4.2 billion. Frank Bien, CEO of Looker, and Mandeep Singh, a technology analyst at Bloomberg Intelligence, discuss unlocking big data without having to extract it, creating easier experiences for the end user, the cloud and AI. Alex Sherman, a technology, media and telecom M&A reporter at Bloomberg, talks about news that Discovery and Viacom are said to have held separate talks to combine with Scripps Networks. Finally, KC Mathews, an economist and chief investment officer at UMB Bank, discusses earnings, interest rates and the Fed's impact.
Why Intrepid's Travis Likes Leucadia
26 perc
1015. rész
Mark Travis, president and CEO of Intrepid Capital, tells Pimm Fox and Lisa Abramowicz his current stock picks and why he likes Leucadia National. Erik Hirsch, the vice chairman and head of strategic initiatives at Hamilton Lane, talks about the pendulum shifting for investors to accept illiquidity. Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses Netflix earnings and why the company is burning more cash than Tesla. Finally, Bloomberg's Laura Litvan talks about McConnell's failure to replace Obamacare.
Why Carson Block's Short on Bank of Ozarks Has Failed
29 perc
1014. rész
George Gleason, CEO and chairman of Bank of the Ozarks, talks about the bank's growth and high safety standards, defying Carson Block's 2016 SOHN conference short idea. Bloomberg's Gabrielle Coppola discusses the fallout from the U.S.'s new subprime boom: soaring auto defaults. Selina Wang, a technology reporter at Bloomberg, talks about Blue Apron tanking after Amazon filed a trademark application for prepared food kits. Finally, Ann Selzer, president of Selzer & Company, a Des Moines-based public opinion research firm, discusses results of a broad poll on President Trump.
Bond Market Is Detaching From U.S. Policy and Looking Globally, Vogel Says
31 perc
1013. rész
Jim Vogel, an interest rate strategist at FTN Financial, discusses the bond market, inflation and rates outlook. Bob Eisenbeis, the vice chairman and chief monetary economist at Cumberland Advisors and the former director of research at the Atlanta Fed, talks about the Fed and the top picks if Fed Chair Yellen is replaced. Seema Shah, a consumer discretionary analyst at Bloomberg Intelligence, and Christian Magoon, CEO of Amplify Investments, discuss retail sales and why it makes sense for Amazon to buy struggling Macy's. Finally, Steve Dennis, a congressional reporter at Bloomberg, says the Republican health-care bill is destined for another rewrite.
Revised GOP Bill Looking More Like Obamacare, Nisen Says
19 perc
1012. rész
Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about the GOP's newly revised Trumpcare bill. Carl Riccadonna, the chief U.S. economist for Bloomberg Intelligence, weighs in on Fed Chair Yellen's testimony to the Senate Banking Committee.
Inflation Objectives Unlikely if Tightening Accelerates, Riccadonna Says
14 perc
1011. rész
Mike Regan, the lead blogger for Bloomberg's Markets Live blog, Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, and Chris Condon, a Fed reporter at Bloomberg, talk about Fed Chair Yellen's testimony to Congress and reports that National Economic Council Director Gary Cohn is said to be the leading candidate to replace Janet Yellen as Fed chair next year.
Fed Warnings on Asset Prices Could Sour Market, Maley Says
28 perc
1010. rész
Matt Maley, an equity strategist at Miller Tabak & Co., talks about bank earnings and why Congress needs to shoulder responsibility for the lack of fiscal policy. Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about news that Senator McConnell is floating a potential bipartisan fix of Obamacare. Sal Gilbertie, the president and founder of Teucrium Trading LLC, and Mike McGlone, a commodity strategist at Bloomberg Intelligence, discuss agricultural commodities and how the drought and demand could impact wheat and corn prices. Finally, Bloomberg's Laura Keller says Wall Street is dulled by a renewed trading slump.
Central Banks Going Too Far With Tightening, Bianco Says
30 perc
1009. rész
Jim Bianco, the president and founder of Bianco Research, talks about the fixed income market, investing, inflation and the Fed. Jitendra Waral, a global Internet and consumer electronics analyst at Bloomberg Intelligence, previews Amazon Prime Day. Andy Steuerman, the head of middle market lending and late state lending groups at Golub Capital, discusses their recent PetVet loan facility deal and trends in the private equity landscape. Finally, Damian Sassower, a fixed income strategist at Bloomberg Intelligence, talks about the recent weakness in emerging market debt.
Trump and Brexit Are Driving Germany and France to Power, Rahman Says
28 perc
1008. rész
Eurasia Group's Mujtaba Rahman talks about the power shift taking place at the G-20 summit in Hamburg, Germany. Joe Deaux, a metals and mining reporter at Bloomberg, tells Pimm Fox how Americans will pay the price if Trump taxes foreign metals. Andrew Chamberlain, the chief economist at Glassdoor, discusses the June jobs report, trends in hiring and the dominance of the health-care sector on jobs. Finally, Michael Riley, a cybersecurity reporter at Bloomberg, talks about the news that Russians are said to be suspects in nuclear site hackings -- attacks that could pave the way to disrupt the U.S. electric grid.
Electric Cars Will Dominate Market by 2040, New Energy Finance's Morsy Says
29 perc
1007. rész
Salim Morsy, an advanced transport analyst at Bloomberg New Energy Finance, says electric cars will be dominating the market by 2040. Thierry Wizman, a global interest-rate strategist at Macquarie Capital, tells Pimm Fox why the drop in oil prices will suppress an upturn in 10-year bond yields, even if the Fed continues with its plans to raise rates. Tom Orlik, the chief Asia economist at Bloomberg Intelligence, talks about China, G-20 and the Fed. Finally, Eli Lake, a Bloomberg View columnist, discusses the options the U.S. has with North Korea: acquiescence or war.
Stephen Schork's Oil Outlook
25 perc
1006. rész
Stephen Schork, president of the Schork Group, gives his oil outlook and technical analysis of the energy markets. Eric Balchunas, an ETF analyst at Bloomberg Intelligence, discusses next-generation China ETFs and how they can provide easy exposure to investing opportunities. Finally, George Young, a partner and portfolio manager at Villere Funds, talks about U.S. equities and current stock picks.
The 'Sidelining' of the U.S. State Department
38 perc
1005. rész
Nick Wadhams, a foreign policy reporter at Bloomberg, says we are seeing a "sidelining" of the U.S. State Department. Joe Mysak, an editor at Bloomberg Brief, discusses news that Illinois is racing to cobble together a budget deal as a downgrade to junk looms. James Manyika, a senior partner at McKinsey & Co. and chairman of McKinsey Global Institute, says America can bring back factories, but not jobs. Finally, Bill Smead, CEO of Smead Capital Management, talks about the competitive landscape of business in the U.S.
How Trump's Proposed Travel Ban Hurts Tourism
30 perc
1004. rész
Brian Egger, senior gaming and lodging analyst at Bloomberg Intelligence, says Marriott has had a 20 percent inbound decline from Mexico and the Middle East since Trump announced plans for a travel ban. Bloomberg's Robert Langreth talks about the IRS probe into a charity funded by drugmakers. Ex-U.S. Transportation Secretary James Burnley tells Pimm Fox and Lisa Abramowicz why privatizing air traffic control will be positive. Finally, Brooke Sutherland, a Bloomberg Gadfly columnist covering deals, talks about why Walgreens scrapped its Rite-Aid takeover and will buy 2,186 stores instead and why Sycamore is getting a rock-bottom price for Staples.
The Hot New Thing in Tax Avoidance
28 perc
1003. rész
Tom Metcalf, a financial reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz about the hot new thing in tax avoidance: insurance dedicated funds that are gaining popularity among the wealthy. Robert Knapp, CEO of Cyberghost, talks about why government national security agencies are to blame for the Petya malware cyberattack that has spread globally. Joe Mysak, a municipal bond editor at Bloomberg Brief, discusses the latest news in Puerto Rico, including government lawyers claiming they have no fiduciary duty to protect creditors and should protect residents first. Finally, Charles Biderman, founder of TrimTabs Asset Management, talks about launching the TrimTabs All Cap International Free-Cash-Flow ETF and why companies that fund their buybacks with free cash flow over debt tend to outperform.
How Avis-Waymo and Hertz-Apple Partnerships Affect Driverless Future
30 perc
1002. rész
Alan Baum, principal at Baum and Associates, and Bloomberg Intelligence's Anand Srinivasan discuss how the Avis-Waymo and Hertz-Apple partnerships are gathering critical data for a driverless future. Tom Hoops, executive vice president and head of business development at Legg Mason, talks about how active managers have to step it up to remain relevant and how new active ETFs are key to the future. Bloomberg Intelligence's Josh Yatskowitz and Matthew Kanterman discuss Sprint's reported talks with Charter and Comcast on a wireless deal. Finally, Simon Ballard, a global credit strategist at Bloomberg in London, talks about Mario Draghi signaling that the ECB will be paring down its bond buying program.
GOP Needs a Return to Wishes of the Common Man, Olsen Says
32 perc
1001. rész
Henry Olsen, a senior fellow at the Ethics & Public Policy Center, talks about his new book, "The Working Class Republican: Ronald Reagan and the Return of Blue-Collar Conservatism." Mike Buchanan, deputy chief investment officer at Western Asset Management, tells Lisa Abramowicz why income investors need to look beyond traditional bond portfolios. Bloomberg’s Lynnley Browning says the corporate tax rate is likely to land at 28 percent instead of the historic 15 percent President Trump has promised. Finally, Bloomberg Gadfly columnist Lionel Laurent discusses news that Italy is committing $19 billion for Veneto banks in its biggest bank rescue on record.
Amazon’s Growth Boils Down to Two Words: ’Alexa Listening,’ Garrity Says
33 perc
1000. rész
David Garrity, CEO of GVA Research and a columnist at Investopedia, talks about the outlook for Amazon and how it could exploit its predatory pricing position. Alan McKnight, CIO of wealth management at Regions Bank, discusses current investment strategy and the disconnect between investor expectations and market realities. Jonathan Gruber, an Obamacare architect and economics professor at MIT, tells Pimm Fox and Lisa Abramowicz why the Senate Trumpcare bill accomplishes nothing except a giant tax break for the wealthy. Finally, Thomas Black, an industrial reporter at Bloomberg in Dallas, talks about CSX CEO Hunter Harrison moving trains to be faster and on time, and the push for automation.
Trumpcare Bill Doesn't Age Well, Nisen Says
26 perc
999. rész
Max Nisen, a Bloomberg Gadfly columnist covering health care, says the Senate Trumpcare bill doesn't age well. John Kilduff, a founding partner of Again Capital, tells Pimm Fox and Lisa Abramowicz why oil will likely dip into the $30 range. Bloomberg's Michael Sasso and Deena Kamel discuss news that Qatar Airways is taking a state in American Airlines. Finally, Brendan Brown, chief economist and head of economic research at Mitsubishi UFJ Securities, talks about asset price inflation and how Trump and the GOP have squandered the opportunity to tackle monetary disorder.
Western Union's Looking at Digital Currency, But Not Ready Yet
28 perc
998. rész
Odilon Almeida, the president of global money transfer at Western Union, discusses his outlook for the rapidly expanding role of digital global money transfer. Logan Mohtashami, a senior loan officer at AMC Lending Group, tells Pimm Fox and Lisa Abramowicz why he doesn't anticipate any housing crash. Brendan Ahern, the chief investment officer at KraneShares, discusses the impact of China stocks winning MSCI inclusion. Finally, David Kudla, CEO and chief investment strategist at Mainstay Capital, talks about markets and investments, the Fed and where he's seeing value.
How The Shrinking Immigrant Pool Is Creating a Labor Shortage
21 perc
997. rész
Bloomberg's Michelle Jamrisko tells Pimm Fox and Lisa Abramowicz how the shrinking pool of undocumented immigrants is creating a growing shortage of agriculture workers in the U.S. Then, Vincent Piazza, a senior equity energy analyst and global sector leader at Bloomberg Intelligence, talks about oil prices and the EQT-Rice Energy deal. Simon Ballard, a global credit strategist at Bloomberg in London, discusses new issue volumes and why he sees red flags with investors chasing yield in sub-investment grade credits. Finally, Cory Johnson, an editor-at-large at Bloomberg and co-host of Bloomberg Markets, talks about Blue Apron's IPO and outlook.
Fed Won't Have Your Back, Salient's Hunt Says
25 perc
996. rész
Salient's Ben Hunt talks about how the Fed's new "reaction function" to data won't be as investor-friendly as was before. Stephen Gandel, a Bloomberg Gadfly columnist, tells Pimm Fox why there's little reason to fear an "Amazonopoly" with the Whole Foods deal. Bloomberg IPO reporter Alex Barinka talks about Blue Apron's IPO and how the Amazon-Whole Foods deal may have impacted the offering. Finally, Bloomberg's Yalman Onaran discusses how easier bank stress tests could mean U.S. banks will put about $30 billion more cash in shareholder's pockets.
What Whole Foods Means for Amazon's Foray Into Food
28 perc
995. rész
Bloomberg Gadfly columnist Shira Ovide talks about Amazon's deal to buy Whole Foods and what it means for Amazon's foray into food. Bloomberg's Katherine Chiglinsky discusses GE's $31 billion pension shortfall. Michael Rea, the founder and CEO of RX Savings Solutions, talks about news that Nevada is forcing drugmakers to reveal insulin pricing. Finally, Terrell Gates, the founder and CEO of private equity firm Virtus Real Estate Capital, discusses home prices and issues of quality affordable housing, as rental rates outpace real wage growth.
American Airlines CEO on Fast Flights With Private Air Traffic
27 perc
994. rész
Live from Pershing's INSITE 2017 conference at the Manchester Grand Hyatt in San Diego. Doug Parker, American Airlines chairman and CEO, talks about the outlook for the airline industry, privatizing air traffic control and the impact of the travel ban. David Mazza, the head of beta solutions investment marketing and ETF specialists at Oppenheimer Funds, discusses smart beta and multi-factor strategies and how they will affect the industry in the future. Finally, Marvin Loh, a senior global market strategist at BNY Melon, talks about the debate over whether interest rates are heading up or down.
Lack of Talent's the Main Challenge in Advisory, Tibergien Says
24 perc
993. rész
Mark Tibergien, CEO of Pershing Advisor Solutions, discusses advisory trends, the needs of high net-worth investors and the future of the financial services industry. Simon Roy, the president and CEO of Invesco's robo-adviser, Jemstep, talks about upending the wealth management industry and why the financial future lies with bionic advisers.
What Happens to Economic Growth if Trumponomics Is Trampled?
27 perc
992. rész
Carl Riccadonna, the chief U.S. economist at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz why he's downgrading the medium-term outlook for U.S. economic growth and asks what remains if Trumponomics is trampled. Former Sears Canada CEO Mark Cohen, the director of retail sales and an adjunct professor at Columbia Business School, talks about Sears and why it has completely lost its viability. John Veihmeyer, KPMG's global chairman, discusses KPMG's CEO outlook report, which details CEO top priorities over the next three years. Finally, Jim Paulsen, the former chief investment strategist at Wells Capital Management, says he still sees more upside to the market.
Apple at Risk if iPhones Don't "Sell Like Hotcakes," Ovide Says
27 perc
991. rész
Shira Ovide, a technology columnist at Bloomberg Gadfly, talks about the technology rout and the expectations for Apple's next iPhone. Damian Sassower, a fixed income strategist at Bloomberg Intelligence, discusses the deteriorating credit quality in emerging markets. Jeff Korzenik, the chief investment strategist at Fifth Third Bank, talks about the divide between big business and small business. Finally, Andrew Essex, CEO of Tribeca Enterprises, discusses his new book, "The End of Advertising: Why It Had to Die, and the Creative Resurrection to Come."
U.K. Election Raises Power of the Remainers, Blanchflower Says
27 perc
990. rész
Danny Blanchflower, a professor of economics at Dartmouth College, talks about the geopolitical and economic outlook following the U.K. election. Doug Ciocca, CEO and partner at Kavar Capital, discusses the malaise in the markets after major geopolitical events. John Butler, a senior telecom services and equipment analyst at Bloomberg Intelligence, talks about how Apple's new iPhone is missing out on higher-speed data links and Verizon's decision to cut 2,100 jobs after its merger with Yahoo. Finally, Jenna Giannelli, a high-yield analyst at Citibank, gives a macro look at Nordstrom's privatization.
Cities Get Incentives for Working With PE, Carlyle COO Says
28 perc
989. rész
Glenn Youngkin, president and chief operating officer of the Carlyle Group, talks about incentives that cities get by forming partnerships with private equity to fund infrastructure spending. Kristi Mitchem, CEO of Wells Fargo Asset Management, discusses passive versus active investing and the impact of geopolitics on markets. Emmanuel Sharef, a residential housing analytics specialist at PIMCO, talks about the U.S. housing market and how to use artificial intelligence to build and protect assets. Finally, Larry Leibert, a Bloomberg national security editor in Washington, discusses the impending Comey hearings, the new FBI nominee and reports that Jeff Sessions suggested he resign.
Peter Kenny Says Underperforming Sectors Will Catch Up to Tech
28 perc
988. rész
Peter Kenny, a senior market strategist at Global Markets Advisory Group and an independent market strategist for Kenny & Co. LLC, tells Pimm Fox and Lisa Abramowicz why he expects underperforming industries to catch up with technology. Simon Ballard, a Bloomberg global credit strategist in London, talks about the risk of the U.K. election, the ECB meeting and the Comey hearing may have on credit markets. Ford's Mark LaNeve discusses the outlook for cars and trucks. Finally, Caitlin Webber, a government analyst at Bloomberg Intelligence, talks about the outlook for H1-B visa workers as Trump and congress target companies that are heavy users.
What Trump's Tax Proposal Means for Retirement Plans
35 perc
987. rész
Live from Commonwealth Financial Network's 2017 Retirement Symposium in Boston. Peter Fendler, a principal at Hub International New England, discusses retirement funding, the age of the Fiduciary Rule and fund selection. Javier Blas, the chief energy correspondent at Bloomberg Intelligence, talks about the impact to oil markets after a Saudi-led alliance has cut off ties to Qatar as punishment for its relationship with Iran. George Ferguson, the senior aerospace, defense and airline analyst at Bloomberg Intelligence, discusses Trump's proposal to privatize air traffic control. Finally, Marcy Supovitz, a principal at Boulay Donnelly & Supovitz Consulting Group Inc, talks about retirement planning, HSAs and what Trump's tax proposal means for retirement plans.
What the Market Really Thinks About the May Jobs Report
22 perc
986. rész
Mark Grant, the chief strategist at Hilltop Securities, and Neil Dutta, the head of U.S. economics at Renaissance Macro Research LLC, discuss the May jobs report and how the market's reacting. Then, Rob Barnett, Bloomberg Intelligence's senior energy policy analyst, talks about America's decision to pull out of the Paris climate pact.
How Bob Inglis Went From Climate Change Denier to Activist
28 perc
985. rész
Former South Carolina Republican Congressman Bob Inglis, executive director of republicEn.org, talks about going from a climate change denier to an activist and why pulling out of the Paris Accord is a bad idea. Chris Russo, the head of sports practice at Houlihan Lokey, discusses M&A trends in the sports world, video streaming and professional sports, and the Tiger Woods brand. Michael Cuggino, the president the Permanent Portfolio Family of Funds, talks about markets, equities, bonds and gold. Finally, Bloomberg's Laura Keller discusses continued low volatility and trading volume throughout Wall Street.
Politics Are Sideshow to Stock Valuations, Lieberman Says
30 perc
984. rész
Chuck Lieberman, the chief investment officer at Advisors Capital Management LLC and a Bloomberg View columnist, discusses his column, "Stocks Rally as D.C. Burns and That's Not Odd." Patrick Donahue, a government reporter at Bloomberg in Berlin, talks about President Trump blasting Germany on trade. Harvard University's Mihir Desai discusses his new book, "The Wisdom of Finance: Discovering Humanity in the World of Risk and Return," which advocates a return to humanity in finance. Finally, Anand Srinivasan, a senior semiconductor and hardware analyst at Bloomberg Intelligence, talks about Intel's new chip for gamers.
Venezuela Bondholders Shouldn't Abet Bad Regime, Hausmann Says
28 perc
983. rész
Ricardo Hausmann, the director of the Center for International Development at Harvard's Kennedy School and Venezuela's former planning minister, discusses Venezuela's debt outlook and political climate. Ariel Cohen, a senior fellow at the Atlantic Council, grades Donald Trump's NATO visit and foreign tour. Bloomberg Intelligence's Vincent Piazza talks about his oil outlook following the OPEC meeting and ahead of the summer driving season. Finally, Ravi Saligram, CEO of Ritchie Bros. Auctioneers, discusses the recent acquisition of IronPlanet.
Bitcoin Craze Stems From Institutional Buying, Quaranta Says
34 perc
982. rész
Ron Quaranta, chairman of the Wall Street Blockchain Alliance, discusses the state of the blockchain world in financial markets and the surge in demand for bitcoin. Joseph Feldman, the senior managing director and retail analyst at Telsey Group, talks about how Best Buy was able to leverage both its physical and online retail channels to success. Carl Riccadonna, the chief U.S. economist at Bloomberg Intelligence, discusses key takeaways from the Fed minutes. Finally, Chris Strohm, a national security reporter at Bloomberg, says former FBI head James Comey's testimony faces White House roadblocks.
U.S. Economy Has Peaked So Don't Expect Fast Growth, Ramos Says
29 perc
981. rész
Ernesto Ramos, the head of equities at BMO Global Asset Management, discusses his contrarian view that the U.S. economy has peaked and that we aren't in a higher-growth environment. Patrick Chovanec, chief strategist at Silvercrest Asset Management, talks about Moody's decision to downgrade China. Bloomberg's Mario Parker discusses how Carl Icahn reaped a $60 million windfall in his energy company after using his position as a Trump adviser to influence regulations. Finally, Joel Stern, the chairman and CEO of Stern Value Management, talks about Fed policy, excessive regulation and the outlook for inflation.
USPS' Seaver Sees Cases for Autonomous and Drone Delivery
37 perc
980. rész
Live from the National Postal Forum in Baltimore, Maryland. Kristin Seaver, chief information officer and executive vice president of the United States Postal Service, discusses mail intelligence engineering platforms, staying competitive and new technology. Bloomberg BNA's Jonathan Nicholson talks about Trump's budget proposal and highlights from Mick Mulvaney's briefing. Chris Hewlett, the manager of U.S. drone powered solutions at Pricewaterhouse Coopers, discusses drones and how they will matter to businesses. Finally, Pritha Mehra, the vice president of mail entry and payment technology at USPS, talks about USPS' payment systems and how it is modernizing and enhancing the customer experience.
Fed Could Lose a Tool With Balance Sheet Cut, Kocherlakota Says
28 perc
979. rész
Narayana Kocherlakota, a Bloomberg View columnist and the former Minneapolis Fed president, discusses what he calls the Fed's $2 trillion mistake and why economic forecasting is still broken. Michael Arnold, Bloomberg's bureau chief for Israel and Palestinian territories, talks about President Trump's trip to the Middle East. David Zervos, the chief market strategist at Jefferies LLC, discusses how excessive regulation has stymied GDP growth. Finally, Keith Naughton, auto editor-at-large at Bloomberg in Detroit, talks about Ford CEO Mark Fields being replaced by turnaround specialist Jim Hackett, the head of Ford's Smart Mobility subsidiary.
Contagion From Brazil to EM Is Relatively Limited, Dennis Says
27 perc
978. rész
Geoffrey Dennis, the head of global emerging market strategy at UBS Securities, discusses emerging markets and Brazil. Mike McGlone, a commodities strategist at Bloomberg Intelligence, talks about the "stars aligning" for commodities. Bloomberg Intelligence's Nathan Dean discusses tax reform, Steven Mnuchin's testimony on Glass-Steagall and Republican efforts to reform the Fed. Finally, Marty Schenker, senior executive editor of global economics and government at Bloomberg, talks about Trump's middle east trip and the "swamp striking back" with the appointment of special counsel Robert Mueller.
How Brazil's Corruption Crises Are Roiling Markets
10 perc
977. rész
Bloomberg's David Wilson and Vivianne Rodrigues tell Lisa Abramowicz explain how Brazil's corruption crises are roiling the markets. Then, Max Abelson, a Bloomberg finance reporter, talks about the key takeaways from Steven Mnuchin's testimony before Congress.
The Real Move Is From High to Low Cost Funds, Kapoor Says
31 perc
976. rész
Kunal Kapoor, CEO of Morningstar Inc., discusses passive vs. active funds and the financial services industry. Doug Borthwick, the managing director and head of FX at Chapdelaine & Co., talks about the dollar's reaction to the continued chaos in the White House. Andrew Martin, a legal editor at Bloomberg News, talks about how the Comey memo could thrust President Trump into a legal quagmire. Finally, Srinivas Thiruvadanthai, the director of research at the Jerome Levy Forecasting Center, discusses the Fed dilemma, high yield bonds and housing bubbles in Canada and Australia.
It's the President's Choice to Disclose Info, Ex-CIA Head Says
29 perc
975. rész
Jim Woolsey, former director of the CIA, gives an insider's perspective on Trump's reported leak of highly classified intelligence to Russian diplomats. Bloomberg's Steven Dennis talks about how Senate Majority Leader Mitch McConnell is playing sheriff to White House spending. Damian Sassower, a fixed-income strategist at Bloomberg Intelligence, discusses emerging market energy debt and why investors still like EM debt. Finally, former U.S. Secretary of Transportation Ray LaHood and former Pennsylvania Governor Ed Rendell discuss the latest bipartisan efforts to increase investment in America's transportation, water, technology and energy systems.
Cybersecurity's a Race to Install Microsoft Patches, Coden Says
30 perc
974. rész
Michael Coden, who heads the cybersecurity practice at BCG Platinion and is also associate director of the MIT Cybersecurity Research Consortium, discusses the WannaCry pandemic. Toluse Olorunnipa, a White House reporter at Bloomberg, talks about reports that White House staff are on the chopping block and U.S. lawmakers are requesting Comey-related tapes. David G. Dietze, the president and chief investment strategist at Point View Wealth Management, discusses the outlook for markets and current investment strategy. Finally, Karen Mills, the former SBA administrator and a senior fellow at Harvard Business School, talks about the need for bipartisan small business legislation and the impact that Dodd-Frank reform could have on small businesses.
Canadian Consumer Debt Has Never Been This High, Beattie Says
34 perc
973. rész
David Beattie, a senior vice president at Moody's, discusses Moody's decision to cut Canadian bank ratings. Ken Doyle, a senior editor at Bloomberg BNA's Money and Politics Report, talks about Trump's order to Kris Kobach, a well-known advocate for reduced immigration, on a new panel to probe fraudulent voting. Seema Shah, a consumer analyst at Bloomberg Intelligence, and Burt Flickinger, a managing director at Strategic Resource Group, discuss April retail sales, JC Penney earnings and Walmart turning the heat on Target. Finally, Jim Riccitelli, co-CEO of Unison Home Ownership Investors, talks about institutional investors helping homeowners with downpayments.
Silver Supply Expected to Decline While Usage Grows, Krebs Says
29 perc
972. rész
Mitchell Krebs, president of The Silver Institute and president/CEO of Coeur Mining, Inc., discusses the state of silver and the global ramification of the annual World Silver Survey. John Butler, senior telecom services and equipment analyst at Bloomberg Intelligence, talks about Verizon beating out AT&T to buy Straight Path for $3.1 billion and what it means for the telecommunications landscape. Craig Bouchard, CEO of Braidy Industries, discusses his company's $1.3 billion investment to build an aluminum rolling mill in Kentucky. Finally, Keith Naughton, Bloomberg's auto editor at large, says Ford is turning up the heat on CEO Mark Fields.
FBI Acting Director McCabe "Has No Chance," Eli Lake Says
33 perc
971. rész
Eli Lake, a Bloomberg View columnist, tells Pimm Fox and Lisa Abramowicz what FBI Director James Comey's dismissal means for national security. Roberto Croce, a senior money manager and head of quantitative strategies at Salient Partners, discusses risk parity strategies. Bloomberg's Ed Hammond talks about a potential Pret a Manger IPO and the outlook for a merger between AT&T and Sprint. Finally, Paul Sweeney, U.S. director of research and senior media/internet analyst at Bloomberg Intelligence, discusses today's big media earnings from 21 Century Fox, Time and Tribune Media.
Wall Street's Vulnerable to Downturn, Summers Says
34 perc
970. rész
Former Treasury Secretary Larry Summers, president emeritus and Charles W. Eliot University professor at Harvard University, discusses bank regulation, U.S. Treasury policies and an outlook for recession. Matt Freund, co-chief investment officer and head of fixed income strategies at Calamos Investments, tells Lisa Abramowicz why he expects rates to re-test lows in the next recession. Alicia Garcia Herrero, chief economist for the Asia Pacific region at Natixis, discusses the outlook for China and Asia markets. Finally, Max Nisen, a Bloomberg Gadfly columnist, talks about insurers raising Obamacare premiums as they fret over the bill's shaky future.
France's Economy Is Recovering in Slow Motion, Sbaihi Says
30 perc
969. rész
Live from the Atlanta Fed's 22nd Annual Financial Markets Conference in Amelia Island, Florida. Bloomberg Intelligence's Maxime Sbaihi discusses the economic impact of Emmanuel Macron's Presidential win in France and what challenges lie ahead on getting his reform agenda approved. Bloomberg Gadfly columnists Shelly Banjo and Tara LaChapelle talk about Coach buying Kate Spade in a deal valued at $2.4 billion, Verizon bidding for Straight Path and Sinclair buying Tribune. Paula Tkac, vice president and senior economist at the Atlanta Fed, discusses key themes to be explored at the conference. Finally, Bloomberg's Noah Buhayar talks about the company's annual meeting, Warren Buffet and Charles Munger's comments on why Republicans are "bonkers" on deregulation.
Is the Health-Care Bill Dead on Arrival?
31 perc
968. rész
Bloomberg Gadfly columnist Max Nisen talks about what can be expected in the Senate after the House passed the American Health Care Act. John Cochrane, a senior fellow at the Hoover Institution, discusses wage growth and monetary policy. Bloomberg's Ira Jersey says yields won't necessarily move higher when the Fed shrinks its balance sheet. Finally, Joe Mysak, a municipal bond editor at Bloomberg Briefs, discusses Puerto Rico.
Oil Could Revisit Lows of $42 on Supply Glut, Kilduff Says
32 perc
967. rész
John Kilduff, founding partner of Again Capital, talks about oil prices hitting below $50. David Hammer, head of municipal bonds in New York for Pacific Investment Management, discusses Puerto Rico's backruptcy. Matthew Mish, executive director of global credit strategy at UBS, talks about auto loan defaults and whether they signal broader U.S. consumer loan stress. Ning Tang, CEO and founder of CreditEase, discusses Chinese investors' growing appetite for U.S. investment, the financial technology IPO pipeline and outlook for the credit cycle.
Markets Must Support Treasuries as Fed Exits, Whalen Says
22 perc
966. rész
Chris Whalen, chairman of Whalen Global Advisers and the author of "Ford Men," discusses the Fed's relationship with the Treasury and how it affects the markets. Bloomberg's Michelle Kaske talks about Puerto Rico's bankruptcy-like filing to cut the island's debt. Finally, Eli Lake, a Bloomberg View contributor, discusses President Trump's "giddiness" to cut deals with unsavory despots.
Treasuries Reflect Doubt About Trump, Fiduciary CIO Says
23 perc
965. rész
Live from the 2017 Red Hat Summit in Boston, Fiduciary Trust CIO Peter Andersen says Treasuries reflect doubt that's creeping into the market and forcing people to take a second look at Trump's promises. Joe Fitzgerald, vice president of the management business unit at Red Hat, says companies need automation to survive. Finally, Bloomberg's Michelle Kaske discusses Puerto Rico's liabilities and incoming litigation.
Why It's Time to Sell High Yield
28 perc
964. rész
Peter Tchir, head of macro strategy for Brean Capital, tells Pimm Fox and Lisa Abramowicz why it's time to sell high yield. Bloomberg's Jamie Butters talks about declining U.S. auto sales. Bloomberg's Erik Wasson, discusses the Congressional spending bill that abandons some of Trump's priorities. Finally, Paul Sweeney, senior media and Internet analyst for Bloomberg Intelligence, discusses news that 21st-Century Fox is teaming with Blackstone for a bid to buy Tribune Media.
Amazon & Google Are Defining Consumerism's Future, Munster Says
28 perc
963. rész
Gene Munster, co-founder of Loup Ventures, says Amazon and Google are defining the way consumers expect retail and media to evolve. Constance Hunter, chief economist at KPMG, says we're in the eighth inning of the business cycle. Sheryl Palmer, president and CEO of Taylor Morrison Home Corp, says confident consumers are creating optimism in the housing business. Finally, John Bartlett, a money manager at W.H. Reaves & Co., discusses utilities stocks.
What's Happening to the Retail Industry?
25 perc
962. rész
Chris Volk, CEO of Store Capital, tells Pimm Fox and Lisa Abramowicz what's happening in the shifting retail landscape and how that may hurt commercial real estate. Bloomberg's Doug Alexander talks about his story on why Home Capital shares dropped by the most on record in Toronto. Finally, Ford CFO Bob Shanks discusses first-quarter earnings.
NBA's Byron Scott on Leadership On and Off The Court
23 perc
961. rész
Former LA Lakers coach Byron Scott and Freshpet Chairman Charles Norris discuss their book, "Slam-Dunk Success: Leading From Every Position on Life's Court." Dor Skuler, CEO of Intuition Robotics, talks about his startup's social companion AI technology. Finally, Bloomberg Intelligence's Ryan O'Connell discusses rising credit card charge-offs after Capital One and Discover earnings.
The Future of Energy
21 perc
960. rész
Live from the 2017 Future of Energy Summit, Christopher Ailman, the CIO of the California State Teachers' Retirement System, discusses the divestment of fossil fuels. Ralph Izzo, the chairman, president and CEO of Public Service Enterprise Group Incorporated, talks about the profitability of existing and planned nuclear reactors and government support for advanced reactor technologies. Finally, Barbara Buchner, the executive director of the Climate Finance Program at the Climate Policy Initiative, discusses international climate and energy policy, along with the state of climate and energy finance.
Will Trump's 100th Day Be Greeted With a Shutdown?
23 perc
959. rész
Bloomberg's Laura Litvan discusses the possibility of a government shutdown and whether Trump's border wall demands will be a factor. Carl Pope, a Bloomberg View contributor and the former executive director and chairman of the Sierra Club, talks about mitigating the worst effects of man-made climate change. Finally, Auke Lont, president and CEO of Statnett, discusses grids, storage and the future of electricity.
Issuance Process for 100-Year Bonds Is Too Risky, Cloherty Says
29 perc
958. rész
Michael Cloherty, the head of U.S. interest-rate strategy at RBC Capital Markets, says the issuance process for U.S. 100-year bonds is too risky as he talks about Treasury Secretary Steve Mnuchin's idea for ultralong bonds. Sandy Miller, a general partner at IVP, tells Pimm Fox and Lisa Abramowicz why he predicts a torrent of tech IPOs for 2017. Irene Finel-Honigman, an adjunct professor of international affairs at Columbia University, talks about the upcoming French elections. Finally, Jim Fish, CEO of Waste Management Inc., discusses the outlook for the recycling business and his vision as the company's new leader.
Johnson Says He Would Short Steel Based on Trump Protectionism
31 perc
957. rész
Axiom Capital's Gordon Johnson says he would be shorting steel stocks based on Trump's protectionism. David Congdon, CEO of Old Dominion Freight Line, discusses working with Trump on infrastructure renewal and ways to improve the trucking industry and roads. Christina Lomasney, CEO of Modumetal, talks about Modumetal's technology and how it's being used to replace aging roads, bridges and oil and gas infrastructure. Finally, Nathan Dean, a government analyst for Bloomberg Intelligence, says House Republicans have unveiled a draft of their Dodd-Frank Act replacement effort, the Financial Choice Act.
China's Savings Surplus Must Find a Home, Bannister Says
32 perc
956. rész
Barry Bannister, the chief equity strategist at Stifel Nicolaus, discusses his markets forecast and investment opportunities. Dr. Chris Chen, CEO of ChenMed, a physician-led primary care practice delivering affordable care to seniors, talks about how ChenMed's business model saves hospitalization costs. Bloomberg's Joe Light says homebuilders could be losers in early tests of Trump's trade policy. Finally, Ken Monaghan, the head of global high yield at Amundi Smith Breeden, discusses credit markets and opportunities and risks in the high-yield market.
Bill Rhodes: China Will Squeeze Shadow Banking to Avoid Crisis
30 perc
955. rész
Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on risks to China's banking system. Michael Shaulov, Head of Products: Mobile Security for Check Point Software and former CEO and co-founder of Lacoon Mobile Security, on the growing security risks to mobile phone users. Molly Smith, corporate finance reporter for Bloomberg, on Avis and Hertz debt tumbling to new lows, amid signs that used-vehicle prices are dropping twice as much as expected. Joe Jackson, Chairman and CEO of WageWorks, on how a new healthcare bill could impact the company.
Nobody Should Be Killed in a Volvo by 2020, CEO Says
30 perc
954. rész
Lex Kerssemakers, CEO of Volvo Cars of North America, says Volvo's vision is that by 2020, nobody should be killed or heavily injured in a Volvo and self-driving cars are an integral part of that goal. Sam Abuelsamid, a senior analyst at Navigant Research, discusses the leading companies with automated driving systems. Bloomberg's Michele Kaske says Puerto Rico bondholder losses could be bigger than ratings suggest. Finally, Bob Sinche, a global strategist at Amherst Pierpont Securities, discusses the dollar, currencies and the impact of Trump's comments on markets.
Putin Is Doubling Down on Support of Assad, Ariel Cohen Says
31 perc
953. rész
Ariel Cohen, a senior fellow at the Atlantic Council, says Putin is doubling down on his support of Bashar al-Assad and probably didn't expect Trump to turn against Russia's alliance with the Syrian leader. BMW Motors' Ian Robertson says he doesn't expect much upside to U.S. market this year. Michael Scanlon, a money manager at Manulife Asset Management, discusses bank earnings. Finally, Mecum Auctions' Dave Magers and Frank Mecum talk to Pimm Fox and Lisa Abramowicz about the collector car auction market and their upcoming Spring Classic muscle car auction.
The Long Bond Is in The Danger Zone, Loomis' Dan Fuss Says
31 perc
952. rész
Dan Fuss, the vice chairman of Loomis Sayles, discusses the yield curve and the outlook for bond markets. BlackRock's Matt Tucker says ETFs are filling a need in the high-yield market. Shira Ovide, a Bloomberg Gadfly columnist, discusses news that Qualcomm is accusing Apple of lying to regulators to spur investigations of the chipmaker and how the legal battle will challenge Qualcomm's intellectual property business model. Finally, Frank Sorrentino, CEO of ConnectOne Bank, talks about how community banks will benefit from deregulation.
Lawrence Golub Sees Mixed Picture in Middle Market Earnings
26 perc
951. rész
Lawrence Golub, president of Golub Capital, discusses the highlights and trends from its middle market report. John Whelen, CFO of Enbridge, talks about Enbridge's acquisition of Spectra Energy, building energy infrastructure and renewable business in wind farms. Eli Casdin, a managing partner at Casdin Capital, discusses biotechnology, drug pricing and the impact policy will have on the FDA approval process. Finally, Bloomberg's Brian Chappatta talks about his article, "A Foreign Threat to U.S. Treasuries That Dwarfs Fed's Debt Hoard."
Xi Will Welcome Distraction of U.S. in Middle East, Cook Says
27 perc
950. rész
Steven Cook, a senior fellow for Middle East studies at the Council on Foreign Relations, talks about the geopolitical and security situation for the U.S. and Syria, following the U.S. air strikes. Bloomberg's Tony Capaccio discusses how the strike raises the stakes for Russia. Al Angrisani, the former assistant labor secretary under President Reagan, and Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, discuss jobs and why Angrisani says wage growth should be the Trump administration's priority. Finally, Vincent Reinhart, chief economist at Standish Mellon Asset Management, talks about job numbers, the Fed and the outlook for Trump's fiscal policy.
World Freeloads Off U.S. on Drug Pricing, Miller Says
31 perc
949. rész
Live from the National Medicare Advantage Summit in Arlington, Virginia. Dr. Steve Miller, chief medical officer at Express Scripts, says the high price of prescription drugs in the U.S. means Americans are funding innovation for the rest of the world. Tom Scully, the former administrator of the Centers for Medicare and Medicaid Services, talks about the outlook for policy. Dr. Kavita Patel, a senior fellow at Brookings Institution and former adviser to the Obama White House who worked on the Affordable Care Act, weighs in on the politics and policy of healthcare under Trump. Finally, Brendan Ahern, chief investment officer at KraneShares, discusses Trump's meeting with President Xi Jinping and the impact to investing in China.
Ed Goldberg and Alex Wayne Discuss Bannon Losing NSC Role
29 perc
948. rész
NYU's Ed Goldberg and Bloomberg's Alex Wayne talk about the news that Steve Bannon has been removed from the National Security Council and what that means for President Trump's upcoming meeting with China's President Xi. Bloomberg's Rachel Evans and Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence, discuss how bond ETFs are revolutionizing the fixed income market. Paul E. Adornato, a senior REITS analyst at BMO Capital Markets, talks about commercial real estate. Finally, John Augustine, chief investment officer at Huntington National Bank, discusses the Fed, bond yields and asset allocation.
Trump Visa Crackdown Could Ship Work Offshore, Anurag Rana Says
28 perc
947. rész
Bloomberg Intelligence's Anurag Rana says Trump's crackdown on the H-1B visa program could mean Silicon Valley will ship work offshore. Tom Murn, CEO of ViaTouch Media, discusses the "Lisa" vending machine, challenging Amazon in grab-and-go shopping. John Groton, director of equity research at Thrivent Asset Management, tells Pimm Fox and Lisa Abramowicz why he favors the Permian Basin energy companies. Finally, Damian Sassower, a fixed-income strategist at Bloomberg Intelligence, discusses South Africa's debt and credit rating outlook.
Fiduciary's Andersen Assesses the Trump Speculation Premium
28 perc
946. rész
Peter Andersen, CIO of Fiduciary Trust, talks about the effect that the Trump administration could have on the fixed-income market. Holly Liss, a managing director at BTIG, discusses the bond market and the Fed. Kevin Tynan, a senior auto analyst at Bloomberg Intelligence, talks about March auto sales and Tesla's ability to beat estimates. Finally, Bloomberg BNA's Kimberly Robinson discusses the Senate Judiciary Committee's vote on Neil Gorsuch.
Nick Colas Says Public Equity Market May Be a Broken Concept
31 perc
945. rész
Nick Colas, chief market strategist at Convergex, says David Einhorn's General Motors plan exposes broken public equity markets. Dawn Sandoval, COO at Kalyx Development, discusses the current outlook for the cannabis real estate market and the impact of Attorney General Jeff Sessions' anti-drug stance. Stephen Jones, CEO at Covanta, talks about the waste-to-energy process. Finally, Bloomberg's Laura Keller discusses her article, "Wall Street's WhatsApp Secret: Illegal Texting Is Out of Control."
Health Care Must Insure the Young to Make it Work, Miller Says
28 perc
944. rész
Alan Miller, CEO of Universal Health Services, discusses the outlook for hospitals and the impact of efforts to repeal Obamacare. David Lebovitz, JPMorgan's global market strategist, gives an outlook for global markets. Bloomberg's Craig Giammona discusses Amazon's plan to persuade brands like Cheerios and Oreos to bypass chains such as Wal-mart and Target and ship products directly to consumers instead. Finally, Mark Gabbay, Asia-Pacific CEO at LaSalle Investment Management, talks about real estate in the region.
Golfer Greg Norman Uses Tech to Bring Millennials Back to Game
28 perc
943. rész
Famed golfer Greg Norman, who also founded Great White Shark Enterprises, discusses his company's new partnership, athlete brand-building and outlook for the industry. Kathleen Gaffney, co-director of diversified fixed income at Eaton Vance, talks about keeping a flexible investment strategy, the shift from monetary to fiscal policy and increasing volatility. Bloomberg's Brian Gruley says globalization and technology are killing jobs at UTC Carrier, despite Trump's campaign rhetoric. Finally, Rob Barnett, a senior energy policy analyst at Bloomberg Intelligence, discusses the future of power plant carbon regulations after Trump signed an executive order to roll back climate change policies.
Former CIA Acting Director Forecasts Global Risks (Correct)
26 perc
942. rész
Jack Devine, former acting director of the CIA and founding partner and president of the Arkin Group, provides his spring 2017 forecast for global risks. Carl Eichstaedt, a senior money manager at Western Asset Management, discusses the bond market and rate outlook. Former U.S. Congressman Rick Lazio, now senior vice president at Alliantgroup, talks about the top agenda for the Trump administration: Tax reform. Finally, Bloomberg’s Katherine Greifeld and David Wilson discuss how hospital stocks are rallying after the failed American Health Care bill -- even though fundamentals remain challenged.
(Corrects attached audio file.)
Agrochemical Mega-Deals Could Reshape Industry, BI's Miner Says
29 perc
941. rész
Jason Miner, a senior global chemical analyst at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz how mega-deals could reshape the agrochemicals industry. Rick Selvala, CEO and co-founder of Harvest Volatility Management, discusses his company's strategy for trading U.S. equity index volatility. Bloomberg's Brian Chappatta talks about how Japan, the U.S.'s biggest foreign creditor, is unloading U.S. debt. Finally, Bloomberg's Elizabeth Dexheimer discusses her article, "Caught Between JPMorgan and Wal-Mart, Congress Avoids Swipe."
Moody's Carlson on the Direction of the U.S. Credit Rating
38 perc
940. rész
Sarah Carlson, a senior vice president at Moody's Investors Service, discusses the White House budget proposal and the direction of the U.S. credit profile. Bloomberg's Meenal Vamburkar talks about Trump's decision to grant a U.S. permit to Transcanada for its Keystone XL pipeline. Joel Levington, a senior credit analyst at Bloomberg Intelligence, discusses BI's activist audit model, which helps signal companies that may be exposed to rising credit risk. Finally, Frank Holmes, CEO and CIO of U.S. Global Investors, explains to Pimm Fox and Lisa Abramowicz why he still likes airlines.
Russia's a Clear And Present Danger, Ambassador Ereli Says
28 perc
939. rész
Adam Ereli, who was a U.S. ambassador to Bahrain and State Department deputy spokesman, discusses the Russia investigation, U.S.-Russia relations and Rex Tillerson's meeting with NATO. Stephen Guilfoyle, the founder and president of Sarge986, talks to Pimm Fox and Lisa Abramowicz about markets, valuations, the economy and headline risk. Bloomberg Intelligence's Paul Sweeney talks about Disney's decision to extend Bob Iger's contract as chairman and CEO for another year. Finally, Kevin Whitelaw, Bloomberg's Congress editor, discusses the GOP negotiations to pass the American Health Care Act.
Political Risk Not a Major Threat to Globalization, Datta Says
28 perc
938. rész
Tapan Datta, the chief economist at Aon Hewitt, talks about the impact of political events on the Eurozone economy. Bloomberg Intelligence's Ryan O'Connell discusses Ally Financial and the deepening angst in the auto-loans industry. Ethan Brown, CEO of Beyond Meat, speaks with Pimm Fox and Lisa Abramowicz about the company's outlook, Tyson's investment in Beyond Meat and the future of protein. Finally, Dr. Richard Newell, the president of Resources for the Future, discusses the Trump administration's rollback of emissions standards, renewed push into fossil fuels and the direction of the energy economy.
Is There Value in Gorsuch's Congressional Hearings?
13 perc
937. rész
Greg Stohr, a Supreme Court reporter at Bloomberg, says 90 percent of Neil Gorsuch's answers at his Congressional hearings are predictable, but there's real substance in the nitty-gritty of what he says. Then, Anna Edney, a Bloomberg health-care reporter, discusses GOP leaders trying to gain support for their American Health Care Act plan.
Bloomberg's Olorunnipa on Comey's Testimony on Russia Investiga
20 perc
936. rész
Toluse Olorunnipa, White House Correspondent, on FBI Director James Comey testifying at a congressional hearing on the investigation into Russia's alleged meddling in the 2016 election. Ian Wishart, European Government reporter for Bloomberg, on the UK triggering Brexit.
EU's Harkin: EU Nations in Free-For-All Fight for UK Companies
30 perc
935. rész
Marian Harkin, member of the EU Parliament’s Economic and Monetary Affairs Committee and former member of Ireland’s parliament, on Brexit, companies shifting out of the UK, and the future of the EU. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on New Jersey's growing pension deficit and Amtrak’s Gateway project imperiled by Trump’s budget slashing. Brian Reardon, former special assistant for economic policy and a staff member of the National Economic Council under President George W. Bush, on tax reform and why he supports a border adjustment. David Scanlan, Managing Editor Canada for Bloomberg, on the Canada Goose IPO which vaulted CEO Dani Reiss into a millionaire.
Borthwick Looks for Weaker Dollar, Sees Strong China Currency
29 perc
934. rész
Douglas Borthwick, head of foreign exchange at Chapdelaine & Co., discusses currencies following the Fed hike, the Dutch elections and the Bank of England and Bank of Japan rate decisions. Citigroup's Jenna Giannelli she sees more pain to come in retail but it's not "the big short." Jamie Murray, chief economist at Bloomberg Intelligence in London, says Italy is the biggest risk to the Eurozone. Finally, Hugh Johnson, chairman and CIO of Hugh Johnson Advisors, discusses the Fed rate decision, his market outlook for 2017 and current investment ideas.
(Corrects employment status of Douglas Borthwick)
Kocherlakota Sees Labor Market Slack, Calls for Hike Caution
29 perc
933. rész
Narayana Kocherlakota, a Bloomberg View columnist and former Minneapolis Fed president, tells Pimm Fox and Lisa Abramowicz why the Fed should display more patience on a rate hike. Washington D.C. Mayor Muriel Bowser comments on reaction to Donald Trump's EPA cuts and predicts women's leadership will make a difference in the fight against climate change. Marc Stefanski, chief executive officer of Third Federal Savings & Loan, discusses the housing market and outlook for rate increases. Finally, Alexandra Palt, chief sustainability officer at L'Oreal, expounds on sustainability and delivering on the Paris agreement.
Eisenbeis Doesn't Expect Fed to Sell Off Mortgage Assets
26 perc
932. rész
Bob Eisenbeis, vice chairman and chief monetary economist at Cumberland Advisors and the former director of research at the Atlanta Fed, previews what to expect from the Fed and gives an outlook for rate hikes. Anna Edney, a Bloomberg health-care reporter, says the American Health Care Act is taking a hit with CBO's dire estimates. Dan Solender, the lead money manager of municipal bonds at Lord Abbett, discusses Puerto Rico's oversight board decision to approve the governor's debt plan. Finally, Rob Barnett, a senior energy policy analyst at Bloomberg Intelligence, discusses how a Trump tax cut could save oil drillers billions of dollars.
The 2016 Car Swoon Is Turning Into a Skid in 2017, Tynan Says
30 perc
931. rész
Kevin Tynan, senior auto analyst at Bloomberg Intelligence, says the 2016 car swoon is turning into an uncontrollable skid this year. Tyler Benster, a general partner at Asimov Ventures, and Shamil Hargovan, CEO of Wiivv, discuss the annual 3D Printing Conference in NYC, the biggest 3D trends and using 3D printing to manufacture goods in the U.S. Then Cass Sunstein, a Bloomberg View contributor and the Robert Walmsley University Professor at Harvard Law School, discusses his new book, "#Republic: Divided Democracy in the Age of Social Media." Finally, Anand Srinivasan, the senior semiconductor and hardware analyst at Bloomberg Intelligence, discusses Intel's plan to buy Mobileye for $15.3 billion.
NAFTA Trade Issues Baked Into TPP Are Now Gone, Froman Says
27 perc
930. rész
Michael Froman, a former U.S. trade representative and distinguished fellow at the Council on Foreign Relations, discusses the future of global trade, TPP and renegotiating NAFTA. Axel Merk, president of Merk Investments, discusses the economic recovery and why the Fed is behind the curve. Joe Mysak, an editor for the Bloomberg Briefs Municipal Market newsletter, says Illinois' revenue is experiencing a February freefall. Finally, Ian Wishart, a European government reporter at Bloomberg, says the E.U. is taking a hard line towards Theresa May on Brexit talks.
Dodd-Frank Repeal Won't Happen This Year, Nathan Dean Says
28 perc
929. rész
Bloomberg Intelligence's Nathan Dean says key Republicans are turning away from rolling back Dodd-Frank and turning towards easier things to tackle. Richard Conn, a managing partner at Eurasia Advisors, discusses the selection of Jon Huntsman as U.S. ambassador to Russia. David Garrity, CEO of GVA Research, discusses Alphabet's push into android messaging. Finally, Noah Smith, a Bloomberg View columnist, tells Pimm Fox and Lisa Abramowicz why the border tax isn't the biggest Republican tax idea.
Should the Real Price of Oil Be $20 a Barrel? Smead Asks
28 perc
928. rész
Bill Smead, CEO of Smead Capital Management, discusses what would happen if oil was priced at $20 a barrel. Bloomberg's Chris Reiter discusses a study from consultant firm Roland Berger that says a U.S. border tax will make most automakers unprofitable and lead to job losses. Bill Sandbrook, CEO of U.S. Concrete Inc., discusses the process of submitting proposals to build Trump's border wall. Finally, Tom Tucci, the head of U.S. treasury trading at CIBC World Markets, says tax policy will drive the next leg of the market.
Travel Ban Puts $1 Billion of Tourism at Risk, Mayor Walsh Says
31 perc
927. rész
In this special episode of P&L, recorded live at Symphony Hall in Boston, we take a look at the city in the age of Trump. First up: Mayor Marty Walsh talks about the potential impact of an immigration ban on tourism and what it means for employee recruitment by tech companies. Also, Bloomberg Intelligence's Brian Rye discusses the GOP's new health-care proposal. Then, Boston Pops conductor Keith Lockhart discusses the future of classical music and the importance of arts funding. Finally, Tom Faust, CEO of Eaton Vance, discusses his firm's sponsorship of the Boston Pops fireworks.
Eric Balchunas on How Important Fees Are to Fund Performance
28 perc
926. rész
Eric Balchunas, an ETF analyst at Bloomberg Intelligence, discusses active versus passive management and the ongoing pressure on fees at asset managers. Joe Mysak, an editor at Bloomberg Briefs Municipal Market, tells Pimm Fox and Lisa Abramowicz what higher rates mean for the municipal market. Cathy O'Neil, a mathematician and Bloomberg View contributor, discusses her column "In The World of Big Data, More Isn't Always Better." Finally, Hector Barreto, the chairman of the Latino Coalition and the former U.S. Small Business Administrator, discusses how the Latino community is reacting to the immigration crackdown and gives an outlook for business owners.
Math Doesn't Add Up on Trump's Infrastructure Plan, Sen Says
27 perc
925. rész
Conor Sen, a Bloomberg View columnist and money manager at New River Investments, says Donald Trump's infrastructure plan would require an additional 570,000 construction workers. David Kudla, CEO and chief investment strategist of Mainstay Capital, discusses markets and investments, the Fed and his current stock picks. Max Nisen, a Bloomberg Gadfly columnist, discusses Roche's successful patient study on its breast cancer drug and the outlook for Valeant. Finally, Rob Barnett, a senior energy policy analyst at Bloomberg Intelligence, discusses the Trump administration's proposal to slash the EPA's budget by 25 percent.
WSJ Coverage Boosted Fed 'Message' on March Hike, Reinhart Says
26 perc
924. rész
Vincent Reinhart, the chief economist at Standish Mellon Asset Management, says the Wall Street Journal's coverage of the Fed's January meeting shaped the probability of a March rate hike. Neil Dwane, a global strategist at Allianz Global Investors, discusses Donald Trump's speech to the joint session of Congress. Bloomberg Intelligence's Paul Sweeney discusses Snap's IPO. Finally, Bloomberg's Erik Schatzker discusses the management shake-up at the world's biggest hedge fund, Bridgewater, as Ray Dalio steps down as interim co-CEO and co-CEO Jon Rubenstein exits after 10 months on the job.
Eaton Vance's Peabody Sees Opportunities in High-Yield
28 perc
923. rész
Burt Flickinger, managing director at Strategic Resource Group, discusses Target's earnings and outlook. Henry Peabody, co-manager of the Eaton Vance Multi-Sector Bond Fund, discusses the fixed-income markets and opportunities in high yield. Bloomberg reporter Laura Keller discusses CLSA Ltd.'s decision to shut its U.S. equity research staff and dismiss analysts including Mike Mayo. Finally, Bloomberg's John Butler discusses Apple's annual shareholder meeting, highlights from the Mobile World Congress and the new Nokia phone.
Premier CEO Expects Obamacare Replacement to Take Three Years
33 perc
922. rész
Premier CEO Susan DeVore discusses the impact on hospitals of the Trump administration's plan to overhaul the Affordable Care Act. Bloomberg's Noah Buhayar discusses Warren Buffett's annual letter to shareholders and Berkshire Hathaway's earnings. Brendan Brown, the chief economist and head of economic research at Mitsubishi UFJ Securities, tells Pimm Fox and Lisa Abramowicz how Donald Trump can win the currency war. Finally, Eric Martin, a Bloomberg reporter based in Mexico City, discusses Mexico's warning to the U.S. that it will cut off NAFTA talks if tariffs are proposed.
Obamacare Replacement to Cover Fewer People, Sparking Blowback
23 perc
921. rész
Zach Tracer, a health care reporter at Bloomberg, says blowback from constituents is growing as the GOP's Obamacare replacement will result in fewer Americans being covered by health insurance. Poonam Goyal, a retail analyst at Bloomberg Intelligence, discusses JC Penney's announcement that it will close up to 140 stores. Finally, Bloomberg's Toluse Olorunnipa discusses President Trump's speech at the Conservative Political Action Conference.
Most of Tesla's Value Lies in Its Expectations, Denning Says
29 perc
920. rész
Liam Denning, a Bloomberg Gadfly energy columnist, says most of Tesla's value lies in what people expect the company to be doing five or 10 years from now. Krishna Memani, chief investment officer at Oppenheimer Funds, discusses long bonds, growth, reflation and leveraged loans. Craig Johnson, president of Customer Growth Partners, says department stores make up 1.6 percent of the retail market, down from 10 percent a generation ago. Finally, Bloomberg's Saleha Mohsin discusses U.S. Treasury Secretary Steve Mnuchin's comments on the yuan, NAFTA and the long bond.
First-Time Home Purchases Keep Rising, Mohtashami Says
21 perc
919. rész
The number of first-time home buyers is rising, reflecting millennials who are the single biggest group of U.S. purchasers, says Logan Mohtashami, a senior loan officer at AMC Lending Group. Joel Levington, a senior credit analyst at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz why share repurchases would be a better use of capital than acquisitions. Finally, Bloomberg's Leslie Patton discusses McDonald's plan to cut prices on drinks as the fast-food industry slumps.
Hacking the President's Phone is Straightforward, Weaver Says
27 perc
918. rész
Nicholas Weaver, a security researcher at the International Computer Science Center at Berkeley, says it would be simple to hack Donald Trump's phone. Bloomberg's Ed Hammond discusses Unilever's decision to rebuff a $143 billion takeover bid from Kraft Heinz. Ken Goldstein, an economist at the Conference Board, speaks with Pimm Fox and Lisa Abramowicz about the latest Index of Leading Economic Indicators. Finally, Bloomberg's Matt Miller discusses the latest news from the Munich Security Conference.
Boeing Listened to Trump's F-35 Pentagon Calls, Capaccio Says
29 perc
917. rész
Bloomberg's Tony Capaccio says Boeing's CEO was in the room listening to Donald Trump's calls to the Pentagon about the Lockheed Martin F-35 jet. Ward McCarthy, the chief financial economist at Jefferies, discusses rates, fixed income and the Fed. Jonathan Gruber, a professor of economics at MIT who is considered a key architect of Obamacare, discusses the Trump administration's proposed changes to health care. Finally, Bloomberg's Yalman Onaran tells Pimm Fox and Lisa Abramowicz that Trump's tax cuts could boost profit at the six largest U.S. banks by $12 billion.
Bloomberg's Riccadonna and Dean on Yellen and Dodd-Frank
14 perc
916. rész
Bloomberg Intelligence's Carl Riccadonna and Nathan Dean discuss Janet Yellen's testimony to Congress and the state of play for Dodd-Frank. Then Ken Shea, a food, beverage and tobacco analyst at Bloomberg Intelligence, discusses earnings and provides an outlook for the spirits industry.
Flynn Not First Time U.S. Had Secret KGB Contact, Cohen Says
22 perc
915. rész
Ariel Cohen, a senior fellow at the Atlantic Council, discusses the fallout of General Flynn's resignation and relations between Russian and the U.S. Then, Alex Nowrasteh, an immigration policy analyst at the Center for Global Liberty and Prosperity at the Cato Institute, discusses the outlook and issues surrounding the Trump administration's immigration policies. Finally, Phil Orlando, the chief equity strategist for Federated Global Investment Management, discusses markets, current investment strategy and the Fed.
Emerging Market FX Reserves Are Declining, Sassower Says
30 perc
914. rész
Damian Sassower, a fixed income strategist for Bloomberg Intelligence, discusses declining foreign currency reserves held by emerging-market nations. Jeff Weiss, the chief technical analyst at Clearview Trading Advisors, and Bloomberg Intelligence's Yelena Shulyatyeva, compare technical analysis to economic forecasts for the markets. Lucas Shaw, a Bloomberg media and entertainment reporter, says Facebook is trying to break into the music industry and offer labels an alternative to YouTube. Finally, Brian Chappatta, a Bloomberg bond reporter, discusses his story about how America's biggest foreign creditors are dumping Treasuries.
China Isn't Ready to Make Concessions on Trade, Magnus Says
30 perc
913. rész
George Magnus, a Bloomberg View columnist and an associate at Oxford University's China Centre, says China isn't ready to make the concessions the U.S. wants on trade policy. June Grasso, co-host of "Bloomberg Law," discusses the next steps for the Trump administration after an appeals court refused to reinstate the travel ban. Art Hogan, the chief market strategist at Wunderlich Capital Markets, speaks with Pimm Fox and Lisa Abramowicz about the markets and his investment strategy. Finally, Brian Rye, the senior healthcare policy analyst for Bloomberg Intelligence, discusses how Tom Price's confirmation as Secretary of Health and Human Services will affect Obamacare and its repeal.
Ten-Year Yield Could Fall Before Rising, Bianco Says
27 perc
912. rész
Jim Bianco, president and founder of Bianco Research, says 10-year Treasury yields could fall below 2.3% before rising to 3%. Alex Zozaya, CEO of Apple Leisure Group, discusses investment opportunities for tourism and travel in Central America and Donald Trump's potential effect on the travel industry. Sarah Jane Mahmud, a government analyst for Bloomberg Intelligence in London, discusses the passage of Theresa May's Brexit bill. Finally, Shruti Singh, an agriculture companies reporter for Bloomberg, says the meat industry is bracing for a shortage of refugees needed to cut steaks.
Vogel Expects Fed Plan for Treasury Holdings by Year's End
27 perc
911. rész
Jim Vogel, an interest rate strategist at FTN Financial, says he expects a plan from the Federal Reserve for its $400 billion of Treasury holdings by the end of 2017. Bloomberg Intelligence's Paul Sweeney discusses Disney and Time Warner. Alan Baum, a principal at Baum and Associates, a Michigan-based research firm, says the price of some cars could rise by $17,000 because of a border tax. Finally, Ruth David, an IPO and deals reporter for Bloomberg, discusses Saudi Aramco hiring Moelis to advise on what may be a $100 billion IPO.
Again Capital's Kilduff Expects Oil Prices to Fall to $42
27 perc
910. rész
John Kilduff, a founding partner of Again Capital, says oil prices could fall to as low as $42. Tony Dwyer, Canaccord Genuity's chief market strategist, discusses markets and investing and why he's calling for stocks to fall in the "near term." Jordan Robertson, a Bloomberg technology reporter, says cybersecurity fears are creating a desire for alternative network equipment. Finally, Bloomberg's David Welch discusses GM's earnings and outlook.
Fox Has Best Exposure to Global Growth of Pay TV, Sweeney Says
29 perc
909. rész
Paul Sweeney, director of North American research and a media analyst for Bloomberg Intelligence, discusses media earnings and says 21st Century Fox has the best exposure to the global growth of pay TV. Scott Rothbort, president of Lakeview Asset Management, tells Pimm Fox and Lisa Abramowicz why he is short Chipotle. John Wobensmith, president of Genco Shipping, discusses dry bulk commodities in China and the supply-demand outlook for 2017. Finally, Charles Peabody, the managing director at Compass Point Research & Trading, discusses the possibility of U.S. banks returning more than $100 billion in capital to investors if Donald Trump succeeds in loosening regulation.
Trump Agenda Would Radically Alter U.S. Economy, Millstein Says
28 perc
908. rész
Jim Millstein, CEO of Millstein & Co, says Donald Trump's agenda would be a radical refashioning of America's place in the world's economy. Ross Levinsohn, the executive chairman of Mundo Media and formerly Yahoo's interim CEO, says the most important thing media companies need to figure out is a distribution strategy. Peter Dugas, former deputy assistant secretary of the U.S. Treasury, discusses the tech and business implications of a Dodd-Frank repeal. Finally, Alison Williams, the senior bank analyst at Bloomberg Intelligence, discusses potential repeals of the Dodd-Frank and fiduciary rules.
We Are Being Choked by Regulatory Environment, Stefanski Says
29 perc
907. rész
Marc Stefanski, CEO of Third Federal Savings & Loan, says small and mid-size banks are being choked by the regulatory environment. Bloomberg's Marty Schenker discusses whether Donald Trump will damage long-standing alliances. BNP Paribas' Paul Mortimer-Lee speaks with Pimm Fox and Lisa Abramowicz about rates and the global economy. Finally, Matt Levine, a columnist for Bloomberg View, discusses his column, "Stability Is Good For Business. Trump's Whims Threaten It."
Infrastructure is Useful But Doesn't Change Economy, Dwane Says
26 perc
906. rész
Neil Dwane, a global strategist for Allianz Global Investors, discusses investment strategies for Donald Trump's policies and says infrastructure doesn't change the growth rate of the underlying economy. Bloomberg's John Lippert tells Pimm Fox and Lisa Abramowicz that Ford will have an edge over other automakers in the face of Trump's proposed border tax. Brown Brothers Harriman's Scott Clemons discusses Trump, tariffs and trade economics. Finally, Kimberly Robinson, a Supreme Court reporter for Bloomberg BNA, discusses Trump's Supreme Court nominee, Neil Gorsuch.
Cushing's Toudouze Discusses Energy 'Renaissance'
27 perc
905. rész
Libby Toudouze, a partner and money manager at Cushing Asset Management, says Williams Partners is in the sweet spot of the energy "renaissance." Michael Scanlon, a money manager at Manulife Asset Management, previews Apple earnings. Max Nisen, a Bloomberg Gadfly columnist covering health care, discusses Eli Lilly and Pfizer earnings, Teva's plunge after patents were invalidated and Donald Trump's meeting with the pharmaceutical industry representatives today. Finally, Patrick Donahue, a German government reporter for Bloomberg in Berlin, discusses Trump adviser Peter Navarro criticizing Germany for exploiting an "undervalued" euro.
Bannon's Addition to NSC Raises Questions, Bloomfield Says
28 perc
904. rész
Former Assistant Secretary of State Lincoln Bloomfield, chairman emeritus of the Stimson Center, says Donald Trump's decision to elevate chief strategist Steve Bannon to the National Security Council and demote the director of National Intelligence and the chairman of the Joint Chiefs of Staff raises questions. Gerardo Rodriguez, a managing director and money manager at BlackRock Financial Management, discusses the outlook for Mexico and the peso in the face of NAFTA restructuring and a proposed border wall. Bloomberg's Shira Ovide speaks with Pimm Fox and Lisa Abramowicz about Trump's immigration ban and plans to overhaul the work-visa programs, and how it could affect technology companies. Finally, Bloomberg's Justin Sink and Nathan Dean discuss migrant policy and Trump's declaration that he will dismantle Dodd-Frank.
U.S. Concrete CEO Sandbrook Expects Big Demand from Border Wall
27 perc
903. rész
Bill Sandbrook, CEO of U.S. Concrete Inc., gives an outlook on infrastructure and says a border wall will need a significant amount of concrete. Leonid Bershidsky, a Bloomberg View columnist in Berlin, discusses his column, "Trump Is a Master of Diversion." Bloomberg's Eric Martin talks about deteriorating U.S.-Mexico relations amid a trade and border wall clash. Nancy Havens-Hasty, president and CIO of Havens Advisors, gives an M&A outlook for 2017.
Bloomberg's Orlik Says China to Lose on Trade as U.S. Exits TPP
28 perc
902. rész
Bloomberg Intelligence's Tom Orlik discusses how Asia economies will shape up under a U.S.-less TPP and says losing U.S. trade will hurt China. Bob Shanks, CFO of Ford Motor Company, discusses fourth quarter earnings. Peter Andersen, CIO of Fiduciary Trust, talks about his investment strategy in times of uncertainty. Finally, Max Abelson, a finance reporter for Bloomberg, discusses his Businessweek article, "Billionaire Ross Spearheads Trump’s Plan for Rule by the Rich."
Bloomberg's Nocera Says Tom Price's Stock Trades Are Unethical
28 perc
901. rész
Bloomberg's Joe Nocera tells Pimm Fox and Lisa Abramowicz why Tom Price's stock trades flunk the smell test. Jamie Butters, a U.S. auto reporter for Bloomberg, discusses why Donald Trump has picked a bad time to push for new U.S. auto factories. Bloomberg Gadfly's Tim Culpan discusses Foxconn Technology's plans for a U.S. plant that might create 30 thousand to 50 thousand jobs. Finally, Ron Williams, the chairman and CEO of RW2 Enterprises, discusses how the millennial generation will steer an $18 trillion economy.
P&L: New Border Taxes Are Biggest Risk to Canada, Wingrove Says
27 perc
900. rész
Bloomberg's Josh Wingrove discusses Canada signaling a possible U.S. trade deal that excludes Mexico. Michael Halen, a consumer analyst at Bloomberg Intelligence, speaks with Pimm Fox and Lisa Abramowicz about McDonald's earnings and seismic shifts in restaurant demographics. Lawrence Golub, CEO of Golub Capital, discusses the outlook for markets. Finally, Jennifer Jacobs, Bloomberg's senior political correspondent, discusses today's political news: President Trump's plan to end trade deals, meeting with Dow Chemical and labor leaders and Sean Spicer's statements on crowd size.
P&L: Bloomberg's Sink on Trump's Immediate Challenges
20 perc
899. rész
Justin Sink, a U.S. government reporter for Bloomberg, tells Pimm Fox and Lisa Abramowicz about Donald Trump's immediate challenges after taking office. Doug Borthwick, the managing director and head of FX at Chapdelaine & Co, discusses Trump signaling that he will abandon the "strong dollar" policy in the U.S. Finally, Matt Freund, the co-CIO and head of fixed income strategies at Calamos Investments, discusses the bond market, rising rate climate and strategies for fixed income investors.
P&L: Bloomberg's Meyer on the Sense of Growing Alarm in Kremlin
26 perc
898. rész
Henry Meyer, a politics reporter for Bloomberg in Moscow, discusses the Kremlin's growing fears that a meaningful detente with the U.S. may not be achieved. John Augustine, CIO of Huntington Bank, discusses the Fed, the economy and investing under a Donald Trump administration. Jonathan Bernstein, a columnist for Bloomberg View, tells Pimm Fox and Lisa Abramowicz why hundreds of still-empty staff positions could cause Trump's administration to struggle. Finally, Alan Bjerga, co-host of Bloomberg Radio's "Politics Policy and Power," discusses Sonny Perdue being nominated for agriculture secretary, key issues for the agriculture sector and Steven Mnuchin's confirmation hearing.
P&L: Puzder May Drop Out, BNA's Ognanovich says (Correct)
25 perc
897. rész
Nancy Ognanovich, a senior reporter at Bloomberg BNA, discusses the Senate hearings on Donald Trump's cabinet picks and tells co-hosts Pimm Fox and Lisa Abramowicz that Andrew Puzder may drop out of the running for Labor Secretary. Ira Millstein, a senior partner at Weil, Gotshal & Manges LLP and an adjunct professor at Columbia Law School, talks about his new book, "The Activist Director: Lessons From the Boardroom and the Future of the Corporation." Julian Lee, an oil strategist for Bloomberg in London, discusses OPEC's pricing bubble. Finally, Paul Sweeney, the director of North American research and media analyst for Bloomberg Intelligence, previews Netflix's earnings.\u0010\u0010(Corrects headline to attribute speculation about Andrew Puzder to Nancy Ognanovich, a senior reporter at Bloomberg BNA)
Bloomberg’s Welch on GM: Already in the Works, Mostly Posturing
26 perc
896. rész
David Welch, Detroit Bureau chief for Bloomberg, on GM announcing $1 billion in US investments, answering to pressure from Trump. Rob Hutton, UK government and politics reporter for Bloomberg, on Theresa May's outline to take the UK out of the single market. Joe Carroll, Energy Americas reporter for Bloomberg, on Exxon buying Permian Basin assets from the Bass Family. Mike Bailey, CFA, Director of Research at FBB Capital Partners, on his bullish outlook for healthcare and industrials.
P&L: Fed Won't Be in a Position to Raise Rates in February
24 perc
895. rész
Ward McCarthy, the chief economist at Jefferies, discusses the Fed and gives his global economic outlook for 2017. John Lauerman, a health care reporter for Bloomberg, tells Pimm Fox and Lisa Abramowicz about the dwindling number of hospitals in America and how undoing Obamacare could make it worse. Alison Williams, a senior banks analyst for Bloomberg Intelligence, discusses bank earnings. Finally, Bloomberg's Jamie Butters talks about potential penalties for emissions cheating charges for Fiat Chrysler.
P&L: Apple Could Bundle New Original Content Business
26 perc
894. rész
John Petrides, a managing director and portfolio manager at Point View Wealth Management, says Apple could build a significant new business in original shows and movies. Liz Ann Sonders, chief investment strategist at Charles Schwab & Co, gives her 2017 market outlook. Bloomberg's Max Nisen discusses biotech and pharma investors continually getting blindsided by Donald Trump. Finally, Brian Rye, a senior health care policy analyst for Bloomberg Intelligence, discusses Senate republicans taking first measures for an Obamacare repeal.
P&L: Tough Questioning in Tillerson Hearing is Bipartisan
31 perc
893. rész
Bloomberg's Steven Dennis discusses the Congressional hearings for Donald Trump's cabinet picks. Mike Materasso, senior vice president and co-chair of Franklin Templeton's Fixed Income Policy Committee, talks to Pimm Fox and Lisa Abramowicz about monetary/fiscal policy and geopolitical risks on the fixed income and currency markets. Chris Strohm, a national security reporter for Bloomberg, discusses President-elect Trump being informed that he was compromised by the Russians in an unsubstantiated intelligence report. Finally, James Crombie, editor of Bloomberg Briefs, talks about the top-ranked forecasters' predictions for U.S. growth, inflation, trade and Trump.
P&L: The Global Nature of the Auto Industry
23 perc
892. rész
Bob Carter, president of Toyota North America, discusses the new Camry and the global nature of the auto industry. Nancy Ognanovich, a senior reporter at Bloomberg BNA, talks to Pimm Fox and Lisa Abramowicz about the Senate hearings on Donald Trump's cabinet picks. Johan de Nysschen, president of Cadillac, discusses Cadillac's new car subscription service in NYC and the importance of the V-series to the brand. Joe Hinrichs, president of the Americas at Ford, discusses new electrified vehicles and investment in new jobs in Michigan.
P&L: Volvo Will Start Producing Cars in U.S. by Mid-2018
26 perc
891. rész
Volvo's Lex Kerssemakers discusses Volvo's comeback and says the company will start producing cars in the U.S. by mid-2018. Kevin Tynan, a senior auto analyst for Bloomberg Intelligence, and Bloomberg Detroit Bureau Chief David Welch talk to Pimm Fox and Lisa Abramowicz about the themes and highlights from the auto industry at the North American International Auto Show. Sam Slaughter, chairman of the show, discusses Automobili-D, displaying the connected, high-tech, automotive digital future. Finally, Alan Batey, GM's executive vice president and president for North America, discusses Mexico manufacturing and Chevrolet's business health.
P&L: AT&T-Time Warner Will Merge, But Will Be Dwarfed by Rivals
26 perc
890. rész
Porter Bibb of Mediatech Capital Partners gives an outlook for the AT&T-Time Warner merger and discusses Megyn Kelly and Greta Von Susteren moving to NBC from Fox. Dr. Alex Lidow, CEO and co-founder of Efficient Power Conversion, talks about EPC's chips being used in wireless consumer electronics and the future of car technology. Bloomberg's Daniel Moss speaks with Pimm Fox and Lisa Abramowicz about China preparing to retaliate if Donald Trump raises trade barriers. Finally, Urs Dur, CFO of TBS Ocean Logistics, discusses the outlook for global bulk and shipping in 2017.
P&L: 2017's 'Bunny' Market That Hops Around But Doesn't Get Far
31 perc
889. rész
Jim Paulsen, chief investment strategist and economist at Wells Capital Management, sees a "bunny" market in 2017. Ellen Zentner, chief U.S. economist at Morgan Stanley, gives her 2017 U.S. consumer outlook. Bloomberg's Vincent Cignarella discusses five ways the dollar rally may end if Donald Trump's policies fail. Finally, Willis Sparks, the director of global macro at Eurasia Group, tells Pimm Fox and Lisa Abramowicz the top risks for 2017 and why we are entering a global geopolitical recession.
P&L: Trump's Tariff Threat Would Violate NAFTA
28 perc
888. rész
Bloomberg's Shannon Pettypiece says that Donald Trump will violate NAFTA if he follows through on his promise to put a tax on goods coming in through Mexico. Then Frank Sorrentino, CEO of ConnectOne Bank, gives an outlook for banking and rates as the Fed says four hikes are on the table this year. Brian Rye, a senior health-care policy analyst at Bloomberg Intelligence, discusses Senate Republicans putting out a budget resolution to partly repeal Obamacare. Finally, Sandy Rowland, CFO of Harman, tells Pimm Fox about Harman's view of the future of the connected/autonomous car and the innovations debuting at CES 2017.
P&L: Where China Comes Into Play in U.S.-Russia Relations
26 perc
887. rész
Ariel Cohen, a senior fellow at the Atlantic Council and director of the Center for Energy, Natural Resources and Geopolitics says he suspects that Donald Trump is trying to butter up Vladimir Putin to detach Russia from China. Then, Anand Srinivasan, senior semiconductor and hardware analyst for Bloomberg Intelligence, discusses President Obama's upcoming report on protecting the U.S. chip industry from China trade pressure. Also, Bloomberg's David Welch talks to Pimm Fox about Trump tweeting that GM should make its Cruze model in the U.S. or pay U.S. taxes. Finally, David Garrity, CEO of GVA Research, previews the 2017 Consumer Electronics Show in Las Vegas.
P&L: MIT's Gruber on How to Restore Obamacare to Initial Vision
28 perc
886. rész
Jonathan Gruber, a professor of economics at MIT and considered a key architect of Obamacare, tells Pimm Fox how the Affordable Care Act could be fixed to function as it was written. Nick Wadhams, a foreign policy reporter for Bloomberg, discusses Obama's sanctions against Russia and Donald Trump's tough choice on whether to support the sanctions when he takes office. Kimberly Robinson, a Supreme Court reporter for Bloomberg BNA, discusses Trump's possible SCOTUS picks. Finally, Chuck Lieberman, CIO and a managing partner at Advisors Capital Management, talks about markets, investing and which financials look attractive.
P&L: Sears Will Get One Last Chance for Turnaround in 2017
29 perc
885. rész
Burt Flickinger, a managing director at Strategic Resource Group, gives his outlook for the retail industry. David Howell, executive vice president and CIO of McEnearney Associates, discusses the impact of interest rates and the new Donald Trump administration on D.C.-area rentals and home sales. Bloomberg's Katherine Burton talks to Pimm Fox about the client revolt from hedge funds. Finally, Doug Ciocca, CEO and partner of Kavar Capital, gives his predictions for markets and assets in 2017.
P&L: Investing in a Trump Presidency
23 perc
884. rész
David Kudla, CEO and chief investment strategist of Mainstay Capital, talks to Pimm Fox about investing in a Donald Trump presidency and gives his 2017 outlook for a variety of asset classes. Jason McGorman, a healthcare services analyst for Bloomberg Intelligence, gives an outlook for health care companies as Obamacare faces a repeal from the GOP. Finally, Kit Konolige, senior utilities analyst for Bloomberg Intelligence, discusses how Toshiba's record fall highlights risks in nuclear project construction.
P&L: Schork Says Oil Prices in Mid-50s Are 'Testing the Highs'
24 perc
883. rész
Stephen Schork, president of the Schork Group, talks to Pimm Fox about the oil and gas markets. Lynn Franco, director of economic indicators of the Conference Board, gives an overview of the December consumer confidence index report. Chiara Albanese, a Rome-based markets reporter for Bloomberg, discusses the ECB saying Monte di Paschi needs $9.2 billion in capital. Finally, David Glickman, CEO of Ultra Mobile, discusses his company, which provides a SIM card-based, international wireless service that can be individually customized.
P&L: GOP Is Pushing Trump to Cut Obamacare Benefits
28 perc
882. rész
Bloomberg's Zachary Tracer discusses the future of Obamacare under a Donald Trump presidency. David Kotok, chairman and CIO of Cumberland Advisors, says he sees value in high-quality 30-year municipal bonds. George Ferguson, senior aerospace and defense analyst for Bloomberg Intelligence, talks to Pimm Fox and Lisa Abramowicz about Trump seeking a larger U.S. nuclear arsenal. Finally, Henley Smith, senior vice president at Vanderbilt Avenue Asset Management, discusses money market concerns.
P&L: Cyberattacks Are the Biggest Threat to the Global Economy
24 perc
881. rész
Bloomberg's Anurag Rana gives an outlook for software and IT services in 2017 and discusses the threat cyberattacks pose to the global economy. Sal Gilbertie, president and founder of Teucrium Trading LLC, and Bloomberg's Mike McGlone discuss agricultural commodities. Keri Geiger, a financial crimes reporter for Bloomberg, talks to Pimm Fox and Lisa Abramowicz about Donald Trump's $300 million loan with Deutsche Bank and a possible conflict of interest with his role as president. Finally, Bloomberg's Mike Dorning discusses the news that Trump has named billionaire investor Carl Icahn a special adviser.
P&L: This Holiday May Be the Best in a Decade for Retailers
27 perc
880. rész
Craig Johnson, president of Customer Growth Partners, discusses retail earnings and tells Pimm Fox and Lisa Abramowicz why this holiday may be the best in a decade for retailers. Then, Satish Jindel, president of SJ Consulting Group, talks about the complexity of global shipping networks. Also, Bloomberg's Shahien Nasiripour discusses the Obama administration actively seeking loan payments from thousands of former students eligible for a debt-forgiveness program. Finally, Dan Fuss, vice chairman of Loomis Sayles, gives an outlook for rates and bond yields.
P&L: Trump Faces Difficulty in Forming Russia Strategy
29 perc
879. rész
Richard Conn, a managing partner at Eurasia Advisors, discusses Russia's relations with Turkey and the U.S. and the implications of the assassination of the Russian ambassador. Then, Pimm Fox and Lisa Abramowicz talk to Billy House, Bloomberg's White House reporter, about Donald Trump picking Mick Mulvaney for director of the Office of Management and Budget. Also, Bloomberg View's Tyler Cowen discusses his column, "Expect Trump's Appointees to Have a Big Impact." Finally, TransUnion's senior director of research and consulting, Nidhi Verma, discusses its 2017 consumer credit market forecast.
P&L: Making America Great Again Will Need a Weaker Dollar
26 perc
878. rész
Doug Borthwick, managing director at Chapdelaine & Co., discusses the weakening\u0010of China's yuan versus Japan's yen, and gives an outlook for the dollar. Then,\u0010Bloomberg's Zeke Faux talks to Pimm Fox and Lisa Abramowicz about the news that\u0010Platinum Partners' co-founder has been charged with fraud. Also, Joel Stern,\u0010chairman and CEO of Stern Value Management, discusses growth outlook and interest rates. Finally, Bloomberg Intelligence's Matt Larson says the $14.5 billion in Irish back taxes\u0010that the EU has ordered Apple to pay is just a fraction of Apple's liability.
P&L: Yahoo Security Breach Could Cost Shareholders $1 Billion
26 perc
877. rész
Bloomberg Gadfly columnist Shira Ovide tells Pimm Fox and Lisa Abramowicz how much the hack could cost shareholders if it leads to the collapse of the Verizon deal. Then, Nav Athwal, CEO of RealtyShares, talks about housing under a Donald Trump presidency and whether the recent trend of foreclosures is here to stay. Also, Constance Hunter, KPMG's chief economist, discusses China's monetary policy and its impact on the economy. Finally, Rob Tricchinelli, senior legal editor for Bloomberg BNA, examines whether Trump's market-moving tweets could trigger SEC oversight.
P&L: Could See Mid- to Low-90s for the Euro-Dollar in 2017
27 perc
876. rész
Doug Ramsey, CIO of the Leuthold Group, gives his outlook for markets and the dollar. Then, Bloomberg's Mark Gilbert tells Pimm Fox and Lisa Abramowicz why post-Brexit Britain may face a wage squeeze next year. Also, Eric Stein, co-director of global fixed income at Eaton Vance, discusses the bond markets and the reaction to the FOMC meeting. Finally, Joe Davis, Vanguard's chief global economist, gives an outlook for the economy under Donald Trump's presidency.
P&L: We Need to Deploy New Tech Faster to Prevent Cyber Attacks
17 perc
875. rész
Gil Shwed, CEO of Check Point Software, tells Pimm Fox and Lisa Abramowicz what the U.S. government needs to do to prevent future cyber attacks. Then, Bloomberg's Jing Cao discusses IBM's plan to hire 25,000 people in the U.S. Finally, BNY Mellon's Marvin Loh discusses the impact of a rate hike and gives an outlook for fixed income assets.
P&L: Former Acting Director of the CIA Discusses Russian Hack
22 perc
874. rész
Jack Devine, former acting director of the CIA and president of the Arkin Group, talks to Pimm Fox and Lisa Abramowicz about the Russian hack and the impact of Donald Trump's recent dismissive comments about the CIA. Then, Hugh Johnson, chairman and CIO of Hugh Johnson Advisors, gives his market outlook for 2017. Finally, Karen Mills, a senior fellow at Harvard Business School, discusses what small businesses should expect from the Trump administration.
P&L: Fed Should Do at Least Four Hikes in 2017
25 perc
873. rész
Bob Michele, JPMorgan's chief investment officer, says the Fed should make the December meeting an event to show what they want to do in 2017. Then, Bloomberg's Alex Sherman tells Pimm Fox and Lisa Abramowicz why the Viacom/CBS deal fell through and why Les Moonves may have played a role. Also, Patrick Chovanec, Silvercrest Asset Management's chief strategist, discusses the significance of the One China policy. Finally, John Kilduff, a founding partner of Again Capital, gives an outlook on oil markets.
P&L: Some Italian Banks Should Die, "Zombie Banks" Author Says
26 perc
872. rész
Bloomberg's Yalman Onaran, author of "Zombie Banks," discusses Italian banks and the ECB's decision to reject Monte Paschi's bid for more time on capital. Then, Pimm Fox and Lisa Abramowicz talk to Jim Murren, chairman and CEO of MGM Resorts, about MGM's new gaming resort in Washington and why public perception of gaming is at an all-time high. Also, Bloomberg's Catherine Traywick discusses Donald Trump's transition team's energy policy, which includes ways to keep nuclear power generators alive. Finally, Frank Holmes, CEO of U.S. Global Investors, says airlines have become an oligopoly.
P&L: How Blockchain Will Affect Market Structures
27 perc
871. rész
Pimm Fox and Lisa Abramowicz talk to Christian Catalini, a professor at MIT, about Blockchain and why cryptocurrencies such as bitcoin could be widespread and disruptive. Then, John Stoltzfus, Oppenheimer's chief investment strategist, says he's still bullish on U.S. equities and the Asia region. Also, Bloomberg's Max Chafkin tells Pimm and Lisa why Google has never had to worry about financial disciple until now. Finally, Maxime Sbaihi, a Euro-area economist for Bloomberg Intelligence, discusses the ECB rate decision and its impact on markets.
P&L: Chipotle Has Lost Its Way
27 perc
870. rész
Scott Rothbort, president of LakeView Asset Management, talks about the changing nature of the retail industry, Wal-Mart's outlook and why Chipotle has lost its way. Then, Pimm Fox and Lisa Abramowicz talk to Max Nisen, a Bloomberg Gadfly columnist, about pharma and biotech stocks sinking after Donald Trump's tweet to "bring down drug prices." Also, Brandon Barnes, senior litigation analyst for Bloomberg Intelligence, discusses why the Dakota Access pipeline owners have a strong chance to reverse the Army Corps of Engineer's refusal to grant the final permit needed. Finally, Shira Ovide, a Bloomberg Gadfly columnist, goes over tech news, including Trump saying SoftBank will create 50,000 jobs in the U.S.
P&L: The Bloomberg Pessimist's Guide to 2017
27 perc
869. rész
John Fraher, Bloomberg's executive editor for international government, discusses Bloomberg's Pessimist's Guide to 2017. Then, Pimm Fox and Lisa Abramowicz speak with Irene Finel-Honigman, an adjunct professor at Columbia University's School of International and Public Affairs, about the impact of civil unrest on markets. Also, Arthur Kroeber, a fellow of the Brookings-Tsinghua Center for Public Policy, says the U.S. has more to lose in a trade war with China than China. Finally, Shelly Banjo, a Bloomberg Gadfly columnist, discusses why retailers should fear Amazon's push into grocery stores.
P&L: Lieberman Says We'll See a Strong Third Party Before 2020
27 perc
868. rész
Former Senator Joe Lieberman, co-chairman of the nonpartisan advocacy group "No Labels," discusses the emergence of a center-left and center-right coalition after a divisive 2016 election. Then, Lananh Nguyen, a Bloomberg FX reporter, says Wall Street analysts are writing "bold and funny" notes to engage more readers. Also, Marcus Ashworth, a Bloomberg Gadfly columnist covering European markets, discusses the Italian referendum and its impact on banks and Euro markets. Finally, Brown Brothers Harriman's Marc Chandler, tells Pimm Fox and Lisa Abramowicz why the Euro didn't sell off more after the referendum.
P&L: Training for Modern Jobs Is the Answer to Wage Stagnation
26 perc
867. rész
Pimm Fox and Lisa Abramowicz talk to Chris Lu, deputy secretary for the Department of Labor, about the November jobs report. Then, Global Markets' Peter Kenny discusses why the infrastructure sector is overbought. Also, Algebris Investments' Alberto Gallo talks about the ECB and whether it will be tapering its bond purchasing program. Finally, Shelly Banjo, a columnist for Bloomberg Gadfly, gives an outlook for Starbucks after CEO Howard Schultz's announcement that he's stepping down.
P&L: Trump Can't Micromanage a Manufacturing Revival
27 perc
866. rész
Brooke Sutherland, a columnist for Bloomberg Gadfly, says that Donald Trump won't be able to stop the broader trends eroding manufacturing jobs, despite United Technologies' decision to keep 1,000 jobs in Indiana. Then, Eric Marshall, president of Hodges Capital Management, tells hosts Pimm Fox and Lisa Abramowicz what to look for in small-cap stocks. Also, Greg Stento, managing director of Harbourvest, gives an outlook for private equity and venture capital. Finally, Kevin Tynan, Bloomberg Intelligence's senior auto analyst, discusses how good the November auto sales were and whether they can last.
P&L: Trump's Treasury Secretary Pick Is a Perfect Trump Villain
26 perc
865. rész
Pimm Fox and Lisa Abramowicz talk to Bloomberg's Max Abelson and Justin Sink about Donald Trump's latest cabinet appointments and how Steven Mnuchin's elite background makes him a surprising pick for Treasury Secretary. Then, Joe Light, a Bloomberg government reporter, discusses how Fannie Mae and Freddie Mac shares have soared following Mnuchin's comments on privatizing the two. Also, Jason Schenker, the president of Prestige Economics, discusses OPEC's agreement to cut output. Finally, Axel Merk, the president and CIO of Merk Investments, says risk assets will suffer under Trump's administration.
P&L: Consumer Confidence's Nine-Year High Is 'Screamingly Good'
25 perc
864. rész
Pimm Fox and Lisa Abramowicz talk to Lynn Franco, the director of economic indicators at the Conference Board, about the latest reading of consumer confidence, which reached the highest level since July 2007. Then, Bloomberg News reporter Annmarie Hordern and Rich Pantillo, a senior advisory services analyst at Nasdaq Corporate Solutions, discuss the talks between OPEC producers about freezing or cutting oil output. Also, Chris Ailman, the CIO at the California State Teachers' Retirement System, questions the worth of active management in retirement. Finally, Kathleen Sebelius, the former secretary of Health and Human Services, discusses Donald Trump's appointment of Tom Price to her former position.
P&L: Why Fake News Is A Global Problem
27 perc
863. rész
David Garrity, the CEO of GVA Research, says we could see more advertisers pushing back against fake news on the Internet. Then, Pimm Fox and Lisa Abramowicz talk to Bloomberg Intelligence's Jonathan Tyce about the risks to Italian banks ahead of the Italian referendum. Also, Kun Gao, the co-founder and general manager of Crunchyroll, a streaming service for anime, discusses trends in the anime industry and what Crunchyroll offers its users. Finally, Christian Magoon, the CEO of Amplify Investments, says that extended discount deals have hurt sales for Black Friday and Cyber Monday.
P&L: How Zara Is Dominating The Fast Fashion World
20 perc
862. rész
Lisa Abramowicz and Carol Massar, filling in for Pimm Fox, talk to Bloomberg's Stephanie Baker about how Zara's social media presence sets the company apart from the rest of the fashion world. Then, Kroll Bond Rating Agency's Chris Whalen says it takes a long time to get the benefits of higher interest rates. Finally, Greg Viscusi, a Bloomberg News reporter in Paris, discusses the upcoming French election and says that the economy is the most important issue for voters.
P&L: The Thanksgiving Price War
25 perc
861. rész
Lisa Abramowicz talks to Jen Bartashus, a U.S. food and drug retail analyst for Bloomberg Intelligence, about food deflation and how it's affecting food prices across different stores. Then, David Kudla, CEO of Mainstay Capital Management, discusses markets and investing in the new Donald Trump landscape. Also, Ben Brody, a politics reporter for Bloomberg, recaps Trump's meeting with the New York Times. Finally, Karen Ubelhart, an industrials analyst for Bloomberg Intelligence, says that John Deere is nearing the end of cost-cutting.
P&L: How Do We Replace Obamacare With Something That Works?
29 perc
860. rész
Lisa Abramowicz and Mike Regan, filling in for Pimm Fox, talk to Susan DeVore, CEO of Premier Inc., about the future of Obamacare under Donald Trump. Then, Mike Underhill, a money manager at RidgeWorth Capital Innovations, discusses the landscape for commodities. Also, Max Abelson, a Bloomberg finance reporter, talks about why the bankers who Trump ridiculed on the campaign trail are now embracing his future administration. Finally, Logan Mohtashami, a senior loan officer at AMC Lending Group, gives an outlook for mortgage rates and the housing market.
P&L: What President Trump Means For U.S.-Russia Relations
27 perc
859. rész
Lisa Abramowicz and Mike Regan, filling in for Pimm Fox, talk to Richard Conn, a managing partner at Eurasia Advisors, about the global implications of a possible closer relationship between Russia and the U.S. under Donald Trump. Then, they discuss mobile banking with Richard Thies, a portfolio manager for Driehaus Capital Management. Also, Jim Rickards, author of "The Road to Ruin," says corporate debt is creating a global dollar shortage. Finally, Andrea Felsted, a Bloomberg Gadfly columnist in London, discusses how U.K. supermarkets are bracing for a food price hike.
P&L: The Biggest Risk Is a Trade War, Nick Sargen Says
29 perc
858. rész
Nick Sargen, author of the new book, "Global Shocks," discusses whether Donald Trump's election is the next global shock. Then, Lacy Hunt, Hoisington Investment Management Co.'s chief economist, talks about Janet Yellen's testimony and gives an outlook for the long bond. Also, Craig Torres, an economy and Federal Reserve reporter for Bloomberg, discusses Paul Romer taking a job as the World Bank's chief economist after writing a paper trashing macroeconomics. Finally, Tom McGee, CEO of the International Council of Shopping Centers, gives a Black Friday sales forecast.
P&L: Does The Fed Still Matter to Equity Traders?
7 perc
857. rész
Lisa Abramowicz talks to Miller Tabak's Matt Maley about markets and leverage -- and whether the Fed still matters.
P&L: TPP Is Dead, Former Adviser to Bill Clinton Says
29 perc
856. rész
Robert Lawrence, a professor of International Trade and Investment at the Harvard Kennedy School and former economic adviser to Bill Clinton, discusses the outlook for trade as Donald Trump pledges to tear up NAFTA and TPP. Then, Pimm Fox and Lisa Abramowicz talk to Javier Blas, the chief energy correspondent for Bloomberg, about oil outlook and OPEC dynamics. Also, Lowell Yura, the head of multi-asset solutions at BMO Global Asset Management, discusses why Europe remains the greatest risk to portfolios. Finally, Mark Niquette, a politics and national government reporter for Bloomberg News, says one of the more interesting names being floated around for Trump's cabinet is Ted Cruz for attorney general.
P&L: No Need For More Trade Restrictions, Paul Christopher Says
27 perc
855. rész
Pimm Fox and Lisa Abramowicz talk to Paul Christopher, the head global market strategist for Wells Fargo Investment Institute, about how markets are anticipating Donald Trump's administration. Then, Shira Ovide, a Bloomberg Gadfly columnist, discusses why Apple is losing its crown as a technology trendsetter. Also, Kartikay Mehrotra, a legal reporter for Bloomberg, talks about the news that Dodge truck owners are suing Fiat Chrysler for emissions cheating. Finally, Carl Riccadonna, the chief U.S. economist for Bloomberg Intelligence, says that if the Fed wants to remain politically independent, Janet Yellen will say that she will stay as Fed Chair after her term expires in 2018.
P&L: How Donald Trump May Save Banks Billions
27 perc
854. rész
Pimm Fox and Lisa Abramowicz talk to Silla Brush, a financial regulation reporter for Bloomberg, about how Donald Trump could disrupt global banking rules. Then, they discuss the global bond rout with Eaton Vance's Eric Stein. Also, Alex Sherman, an M&A reporter for Bloomberg, tells Pimm and Lisa how a Trump presidency could affect deals between China and the U.S. Finally, Eric Ervin, CEO of Reality Shares, gives an outlook for dividend stocks.
P&L: O'Brien on "Trump, the Conflicts-of-Interest President"
27 perc
853. rész
Pimm Fox and Lisa Abramowicz talk to Bloomberg's Timothy O'Brien, author of "TrumpNation," about how Donald Trump's election will affect his business and legal interests. Then, Nathan Dean, a government analyst for Bloomberg Intelligence, discusses Trump's plan to dismantle Dodd-Frank. Also, Burt Flickinger, the managing director of Strategic Resource Group, tells Pimm and Lisa why 2017 will be the most troubling year for retail in a decade -- and 2018 will be worse. Finally, author David Bodanis discusses his latest book, "Einstein's Greatest Mistake: A Biography."
P&L: Trump Tends to Aim High, Then Fall Back
19 perc
852. rész
Pimm Fox and Lisa Abramowicz talk to Peter Coy, economics editor of Bloomberg Businessweek, about his article, "Trump's Big Challenge: Getting Things Done Without Money." Then, Rick Byrd, CEO and executive chairman of PureAgro, gives an outlook for marijuana legalization and the cannabis industry as an anti-drug GOP controlled government takes power. Finally, Poonam Goyal, senior U.S. retail analyst for Bloomberg Intelligence, talks about how decreasing department store inventories made earnings "less bad."
P&L: How Did The Polls Get it So Wrong?
37 perc
851. rész
Pimm Fox and Lisa Abramowicz discuss Donald Trump's surprise victory with Bloomberg News' politics and national government reporter, Mark Niquette. Then, Hilltop Securities' Mark Grant, who correctly predicted a Trump victory yesterday, gives his outlook for bonds. Finally, Bloomberg Intelligence's Carl Riccadonna and Miller Tabak's Matt Maley give a post-election macro look at the equity markets, the Fed and inflation.
P&L: Putin Wants the U.S. Election to Go Wrong, Greeley Says
27 perc
850. rész
Mark Niquette, a politics and national government reporter for Bloomberg News, and Bloomberg’s Brendan Greeley, provide U.S. election coverage and perspectives from around the globe. Then, Mark Grant, chief fixed income strategist at Hilltop Securities, predicts that Donald Trump will win the election -- and why that will be positive for stock markets. Also, Pimm and Lisa talk to Jay Rollins, co-founder of commercial real estate firm JCR Capital, about why we are in the top of the commercial real estate bubble. Finally, Adam Bierman, co-founder and CEO of MedMen, discusses how the various marijuana legalization ballot measures being voted on across the country could create a flood of capital into the industry.
P&L: The Restaurant Industry Is in a Perfect Storm of Problems
29 perc
849. rész
Pimm Fox and Lisa Abramowicz talk to Jonathan Segal, founder and CEO of The ONE Group and STK restaurants, about the impact that uncertainty over Brexit and the election has had on the hospitality industry. Then, Mark Niquette, a politics and national government reporter for Bloomberg News, previews election day. Also, Poonam Goyal, senior U.S. retail analyst for Bloomberg Intelligence, gives a holiday retail forecast and says warm weather could affect department stores' 3Q earnings. Finally, Bloomberg News' Mike McGlone discusses how the election will weigh on commodities.
P&L: Wall Street's Bro Culture Has Been Emboldened by Trump
29 perc
848. rész
Bloomberg's Katia Porzecanski tells Lisa Abramowicz and Alex Sherman, filling in for Pimm Fox, about the women who are enduring Wall Street's bro culture in the age of Donald Trump. They also talk to Labor Secretary Tom Perez's chief economist, Heidi Shierholz, about today's job report. Then, Bloomberg's Lananh Nguyen says that traders aren't taking anything for granted as the election approaches. Finally, Craig Johnson, president of Customer Growth Partners, discusses the holiday retail forecast and says that virtual reality technology is driving a lot of interest.
P&L: Hologic's 3D Technology Finds Early Stage Cancer, CEO Says
28 perc
847. rész
Stephen MacMillan, CEO of Hologic, says that his company's 3D technology addresses the key issues in mammograms. Then, Laura Keller, a Bloomberg finance reporter, and Elliot Stein, a senior litigation analyst for Bloomberg Intelligence, discuss Wells Fargo's sales abuse culture and the SEC investigation. Kit Chellel, a legal reporter for Bloomberg in London, discusses today's U.K. court decision, which rules that the U.K. must now hold a vote in Parliament before starting the Brexit process. John Campbell, chief investment officer of Cornerstone Investment Partners, covers earnings and outlook for small-cap stocks.
P&L: Trump Has an Uphill Climb to 270 Electoral Votes
24 perc
846. rész
Pimm and Lisa talk to Bloomberg News' Mark Niquette about a new Bloomberg poll that shows independents favor Clinton by a small margin. Jim Bianco, president and founder of Bianco Research, discusses his outlook for bond yields and gives a big picture look at inflation and growth. Then, Paul Sweeney, director of North American research and media analyst for Bloomberg Intelligence, discusses Time Warner, Twentieth Century Fox and Facebook's media earnings. Finally, TE Connectivity's incoming CEO, Terrence Curtin, and outgoing CEO, Tom Lynch, discuss Q4 earnings and the 2017 outlook.
P&L: Josh Green Goes Inside The Trump Bunker
25 perc
845. rész
Joshua Green, a Bloomberg national correspondent, says Trump's campaign could use their massive list of supporters to build an audience for a possible media venture. Then, Pimm and Lisa discuss the collapse of the Gannett-Tronc deal with Alex Sherman, a Bloomberg deals reporter and host of Bloomberg's Deal of the Week podcast, who says it could be a Harvard case study on how not to do M&A. Rick Bergman, president of Synaptics, says 3D gesture technology would be a natural acquisition for his user interface solutions company. Finally, Laura Blewitt, a Bloomberg oil products reporter, says yesterday's Colonial Pipeline explosion could cause the line to be shut down for weeks, having a huge impact on drivers along the eastern seaboard.
P&L: Deals Mania With GE-Baker Hughes And CenturyLink-Level 3
29 perc
844. rész
It was a big weekend for big deals. Pimm and Lisa talk to Rick Clough, a Bloomberg industrials reporter, about GE merging its oil division with Baker Hughes. Then, they discuss CenturyLink's $34 billion deal to buy Level 3 Communications with Alex Sherman, a Bloomberg deals reporter and host of Bloomberg's Deal of the Week podcast. They also talk to Brendan Brown, chief economist and head of economic research at Mitsubishi UFJ Securities, about why Janet Yellen needs to go. Finally, Marc Levine, chairman of the Illinois State Board of Investment, defends index investing vs active investing.
P&L: Be Skeptical of Eco Sentiment Data Before U.S. Election
27 perc
843. rész
Yelena Shulyatyeva, a senior U.S. economist at Bloomberg Intelligence, discusses the U.S. GDP report and why sentiment data can be distorting. Vincent Piazza, a senior U.S. oil and gas analyst at Bloomberg Intelligence, gives an oil outlook and overview of Exxon Mobil and Chevron earnings. Tony Roth, chief investment officer at Wilmington Trust, discusses the global economy, income returns and investing opportunities. Mike Jackson, CEO of AutoNation, says the auto industry is plateauing.
P&L: We're In a Healthy But Maturing Part of Cycle, Shanks Says
23 perc
842. rész
Bob Shanks, CFO of Ford Motor Co., on Ford's 3Q earnings. Barrington Pitt Miller, an equity analyst and Euro market expert at Janus Capital, and Laura Keller, a Bloomberg finance reporter, on Deutsche Bank earnings and the company's lack of a cohesive strategy. Ben Brody, a Bloomberg politics reporter, on how a Clinton aide boasted about how he helped the foundation prosper.
P&L: We'll See A Massive Disruption in Society, Scaramucci Says
28 perc
841. rész
Anthony Scaramucci, founder of SkyBridge Capital and economic adviser to Donald Trump, on the economic discontent in the U.S., and his new book, "Hopping Over the Rabbit Hole." Feike Sijbesma, CEO of Royal DSM, on the outlook in China and what lies ahead for the European Union. Michael Zezas, chief municipal strategist at Morgan Stanley, on how the election will impact muni bonds. And Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses her piece on Apple: "It's Too Soon to Judge Apple's Less-Supercharged Normal."
P&L: Venezuela Is Going to Collapse, New America's CEO Says
30 perc
840. rész
Anne-Marie Slaughter, president and CEO of New America and the former director of policy planning for the U.S. State Department, lists her three top global hot spots. Valerie Jarrett, senior adviser to President Barack Obama, speaks about the administration's achievements in improving the workplace. Andrea Illy, chairman of Illycaffè SpA, weighs in on the environmental challenges of growing coffee. And David Garrity, CEO of GVA Research, previews Apple earnings and explains why 2017 will be the year everyone looks back at Twitter in the rear view mirror.
P&L: Bloomberg's Sherman and Smith on AT&T-Time Warner Deal
22 perc
839. rész
John Vail, chief global strategist for Nikko Asset Management, discusses global equities and the Bank of Japan. Alex Sherman, Bloomberg M&A reporter, and Gerry Smith, Bloomberg media reporter, outline how the AT&T-Time Warner deal got struck, and regulatory hurdles the companies may face. Bloomberg View columnist Mark Gilbert discusses how pessimism is growing about the economic consequences of leaving the European Union.
Special Announcement From Bloomberg Podcasts
1 perc
838. rész
Thanks for listening to the Taking Stock podcast. This podcast will be taking a break for two weeks and returning with a new format, featuring co-host Lisa Abramowicz.
Loot Crate's Davis on New Partnership With Harry Potter (Audio)
7 perc
837. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Chris Davis, CEO and co-Founder of Loot Crate, a subscription box service for gamers, on announcing a new partnership with Harry Potter at this year’s New York Comic Con.
Customer Growth's Johnson: Fast Fashion is Dying (Audio)
12 perc
836. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Craig Johnson, President of Customer Growth Partners, on retail stocks: WMT, Amazon, US brands in Europe, and an early Christmas outlook.
Bloomberg's Ciolli on Winners, Losers, Stock of the Day (Audio)
13 perc
835. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks reporter Joe Ciolli on today's market winners, losers, and Stock of the Day: The Gap (GPS).
SocGen's Juckes on Brexit Flash Crash: Lack of Liquidity(Audio)
6 perc
834. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Kit Juckes, Global Head of Foreign Exchange Strategy at Societe General, on the Brexit flash crash.
LaSalle's Gimbel: Overtime Rule Could Hurt Sweat Equity (Audio)
8 perc
833. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Tom Gimbel, founder & CEO of LaSalle Network, on the jobs report, and employment and labor market trends.
Chef Vivian Howard on New Cookbook, 'Deep Run Roots' (Audio)
8 perc
832. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Peabody, Emmy, and James Beard award-winning Chef Vivian Howard, host of PBS’ “A Chef’s Life,” on launching a line of rubs and sauces with Williams-Sonoma and her upcoming first cookbook.
Bloomberg's Shah on Home Improvement, Housing Trends (Audio)
7 perc
831. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Seema Shah, Consumer Discretionary analyst for Bloomberg Intelligence, on trends in the housing/home improvement market. (Taped on 9/30/16).
Brigadier General LeBoeuf on Women and Leadership (Audio)
7 perc
830. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Brigadier General Maureen LeBoeuf (RET.), on being the first female department head at the United States Military Academy, and her philosophy on leadership.
Bloomberg's Silver On Deutsche Bank Mismarking (Correct)(Audio)
7 perc
829. rész
(Corrects spelling in title)\u0010 (Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Vernon Silver, Bloomberg News Investigations reporter in Rome, on Deutsche Bank AG mismarking 37 deals on its own books, including Italian lender Banca Monte dei Paschi di Siena SpA.
Bloomberg's Wilson on Stock of the Day: Cato (CATO) (Audio)
2 perc
828. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Bloomberg stocks editor David Wilson on his Stock of the Day: Cato (CATO).
Fiduciary's Andersen: US Market Still Best Game in Town (Audio)
7 perc
827. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Peter Andersen, Chief Investment Officer at Fiduciary Trust in Boston, on the markets and where he is investing.
CFRA's Agnese on Wal-Mart: E-Commerce Push is Positive (Audio)
7 perc
826. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Joe Agnese, Equity Analyst at CFRA Research, on Wal-mart.
Bloomberg's McGlone on Gold Correction and Oil Glut (Audio)
8 perc
825. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on oil and gold.
Bloomberg's Nizza on Trump Reversing Muslim Ban Stance (Audio)
6 perc
824. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Mike Nizza, Executive Editor for Bloomberg Politics, on today's political news: Trump reversing stance on Muslim ban.
Bloomberg's Shah on Hurricane Matthew Impact to Retail (Audio)
5 perc
823. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Seema Shah, Consumer Discretionary Analyst for Bloomberg Intelligence, on Hurricane Matthew and potential impact to retail.
Raymond James' Starner on Women in Financial Industry (Audio)
12 perc
822. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Margaret Starner, Senior Vice President, Financial Planning, at the Starner Group of Raymond James, can discuss women investors and advisers, Holistic financial planning, and behavioral finance.
Hugh Johnson: Energy Sector Very Attractive, Likes XOM (Audio)
11 perc
821. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on global markets, earnings, oil, and the Fed.
UMB Healthcare's Klumb on Maximizing HSA Investments (Audio)
7 perc
820. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Begonya Klumb, CEO of UMB Healthcare Services (Nasdaq: UMBF), on investment and savings options with an HSA , and considerations during the upcoming open enrollment.
Veolia's DiCroce on Getting Ahead of 'Sustainable' Curve(Audio)
8 perc
819. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bill DiCroce, President & CEO of Veolia North America, on how sustainable strategies are reshaping business and mainstreaming the circular economy.
JSE's Newton-King: Mining Is No Longer Only Opportunity (Audio)
12 perc
818. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
CEO of the Johannesburg Stock Exchange, Nicky Newton-King, discusses the impact of a US rate hike on South African asset classes, the threat of a credit downgrade, and opportunities for investment.
Halstead's Grossman on Opportunities in NY Real Estate (Audio)
12 perc
817. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Richard Grossman, President of Halstead Property, on the impact to NY residential real estate as the Fed gears up for an interest rate increase, and opportunities for investment.
Narayana Kocherlakota: Fiscal Stimulus Can Be Effective (Audio)
8 perc
816. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Narayana Kocherlakota, Blooomberg View columnist and former Minneapolis Fed President, on the economy, the Fed, and why Americans feel poor.
Chapdelaine's Borthwick Says Fade EUR/GBP: Overdone (Audio)
8 perc
815. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, with a look at the pound and the euro, after Theresa May said she would offer no special favors to British financial services companies in Brexit negotiations.
Bloomberg's Wilson on Stock of the Day: Green Plains (Audio)
2 perc
814. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Bloomberg stocks editor David Wilson's discusses his Stock of the Day: Green Plains (GPRE).
Apttus' Krappe on Launching 'Max' AI Sales Technology (Audio)
7 perc
813. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Kirk Krappe, CEO of Apttus and author of the book "Intelligent Quote-to-Cash," on the company's new "MAX" AI sales technology, and plans for a possible IPO in early 2017.
Richard Conn on Russia: Trump Presents 'Dream Scenarios'(Audio)
6 perc
812. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Richard Conn, Managing Partner at Eurasia Advisors, analyzes the current status of US-Russia relations and Russia's view of the U.S. election.
Bloomberg's Halen on Growth of Automation in Restaurants(Audio)
8 perc
811. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mike Halen, Bloomberg Intelligence Senior Restaurant Analyst, on federal policies and their potential impacts on restaurants, as well as the growth of automation.
Bloomberg's Campbell on WFC; Olorunnipa on VP Debate (Audio)
12 perc
810. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Elizabeth Campbell, Bloomberg muni-bonds reporter based in Chicago, on Chicago's treasurer planning to divest $25 million of investments from Wells Fargo.
Toluse Olorunnipa, US Government reporter at Bloomberg, is on location at Longwood University in Farmville, VA, for a preview of the Vice Presidential debate.
Dialpad's Walker on Shifting Desk-Based Phone to Cloud (Audio)
12 perc
809. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Craig Walker, Founder and CEO of Dialpad and creator of Google Voice, with highlights from the Dreamforce conference, and his plans to take down the $42.4B communications market.
Gene Munster on GOOGL: VR Is Big Theme For Next Decade (Audio)
8 perc
808. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Gene Munster, Managing Director at Piper Jaffray, on the new Google phone and home products announced at their event today.
FNB Pandora's Mason, ULA's Megenhardt, on Cleveland Fed (Audio)
12 perc
807. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
ROUNDTABLE: Cleveland Fed board members Todd Mason, CEO of First National Bank of Pandora, and David Megenhardt, Executive Director of the United Labor Agency, discuss the Fed, banking and Dodd-Frank, and the labor market
Fed's Mester: Compelling Case To Move Rates Gradually (Audio)
32 perc
806. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Loretta Mester, President of the Federal Reserve Bank of Cleveland, dissented at the September FOMC meeting, and will explain why she believes the economy is strong enough for a rate hike. Live from the Federal Reserve Bank of Cleveland.
Cleveland Clinic's Cosgrove on Medical Innovation Impact(Audio)
12 perc
805. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Dr. Toby Cosgrove, CEO of the Cleveland Clinic, on the impact of medical innovation on economies, and outlook for Obamacare.
Cavaliers' Komoroski on Economic Growth in Cleveland (Audio)
8 perc
804. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Cleveland Cavaliers and Quicken Loans Arena CEO Len Komoroski on the upcoming season, and the business landscape and economic growth in Cleveland.
Miller Tabak's Maley: Plan For Post-Election Market Move(Audio)
11 perc
803. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Matt Maley, Equity Strategist at Miller Tabak, with a macro look at the markets and why he expects a big post-election market move
Peter Anderson on John Stumpf Congressional Testimony (Audio)
12 perc
802. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Peter Andersen, chief investment officer at Fiduciary Trust Company, discusses Wells Fargo's recent troubles with accounts and John Stumpf's testimony before the House of Representatives.
Mike Virdi & Narinder Chadha on OurBus Transportation (Audio)
12 perc
801. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mike Virdi and Narinder Chadha, Co-Founders of OurBus, a transit technology startup that allows riders to create their own demand-based bus routes.
Brean's Tchir Says Deutsche Bank Not a Systemic Risk (Audio)
11 perc
800. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Peter Tchir, Head of Macro Strategy at Brean Capital, on global markets, Deutsche Bank, and the BOJ.
Kiip CEO Brian Wong on New Book, 'The Cheat Code' (Audio)
8 perc
799. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brian Wong, CEO and Co-Founder of mobile advertising network Kiip, discusses his new book, "The Cheat Code."
Bloomberg's Wilson on Stock of the Day: Stein Mart (Audio)
2 perc
798. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Bloomberg stocks editor David Wilson on his Stock of the Day: Stein Mart (SMRT).
Again's Kilduff on OPEC Cut: Oil Still Going Below $40 (Audio)
12 perc
797. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Kilduff, Founding partner of Again Capital, on the oil markets, and OPEC curtailing output.
Rx Savings' Rea on Wide Gaps in EpiPen Drug Pricing (Audio)
8 perc
796. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
HEALTHCARE: Michael Rea, CEO of Rx Savings Solutions, to discuss the wide gap in Mylan's EpiPen drug pricing between the UK ($69) and the US ($600.)
Bloomberg's Daly on FCC, Niquette on Clinton, Millenials(Audio)
12 perc
795. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Kyle Daly, Senior Reporter for Bloomberg BNA, on The Federal Communications Commission delaying today's vote on a contentious proposal to open the pay-TV set-top box market to competition.
Mark Niquette, Politics and National Government reporter for Bloomberg News, on today's political news: Bloomberg poll, Clinton outreach to millennials, Congress bill avoids shutdown.
Bill Rhodes Says Bank Culture is the 'Key' to Conduct (Audio)
9 perc
794. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Banker to the world Bill Rhodes, of William Rhodes Global Advisors, on Wells Fargo, global banks, and bank culture.
Mediatech's Bibb: Moonves Best Option to Run CBS-Viacom (Audio)
8 perc
793. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on Viacom and CBS to explore a merger, and the FCC voting on whether the cable industry will be able to charge for set top boxes.
Eurasia Group's Sankaran: Impact of Energy Markets on EM(Audio)
11 perc
792. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Karthik Sankaran, Director of Global Strategy, Eurasia Group, on the outlook for global and emerging markets.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
791. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Dillard's (DDS).
Princeton's Krueger Sees 'Moderation in Globalization' (Audio)
12 perc
790. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Alan Krueger, Former Head of the Council of Economic Advisors and Professor at Princeton University, discusses whether the sun is setting on globalization.
Bloomberg's Butler on Blackberry: Shrinking to Grow (Audio)
8 perc
789. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Butler, Senior Telecoms Analyst for Bloomberg Intelligence, on Blackberry pulling out of the smartphone market, as sales miss estimates.
BMO's Ablin: Correlation Between Trump and Mexican Peso (Audio)
12 perc
788. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jack Ablin, Chief Investment Officer for BMO Private Bank, weighs in on banks, and the correlation between Trump and the peso.
PIMCO's Clarida on Rate Hike: Fed Should Get On With It (Audio)
20 perc
787. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Richard Clarida, Global Strategic Adviser at Pimco, on the Fed's rate hiking path, and the Bank of Japan.
Frost's Stringfellow: Consumer Sectors Still Attractive (Audio)
12 perc
786. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Tom Stringfellow, Chief Investment Officer of Frost Investment Advisors, on the impact of the debate on markets, outlook for the labor market, and where to invest.
OpCo's Gheit on OPEC: Lower Oil Prices Are Here To Stay (Audio)
12 perc
785. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Fadel Gheit, Senior Analyst at Oppenheimer & Co, for a look at oil prices, and the impact of Iran and Saudi Arabia's opposing views on an output freeze.
Bloomberg's Barnes: Obama's Clean Power Plan Could Stay (Audio)
8 perc
784. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brandon Barnes, Senior Energy Litigation Analyst for Bloomberg Intelligence, on outlook for Obama's Clean Power Plan, in court today.
Kroll's Whalen on Deutsche: Banks Are Over Regulated (Audio)
12 perc
783. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Chris Whalen, Senior Managing Director & Head of Research at Kroll Bond Rating Agency, on potential contagion surrounding Deutsche Bank, as shares have fallen 55 per cent in the last year.
Bloomberg's Talev on Clinton Getting Under Trump's Skin (Audio)
12 perc
782. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Margaret Talev, White House correspondent for Bloomberg, on Donald Trump letting Hillary Clinton get under his skin at the presidential debate.
Conference Board's Franco: Economy Is On Solid Footing (Audio)
8 perc
781. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Lynn Franco, Director of Economic Indicators of the Conference Board, with an overview of their September CCI (Consumer Confidence Index) report.
Megalith's Sidhu on Real Estate: Buyer Pool Has Shrunk (Audio)
6 perc
780. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Sam Sidhu, Founder and CEO of Megalith Capital Management, on foreign investment in the NY real estate market, and outlook for the residential and condo market.
EisnerAmper's Weissenberg on Owners Renting Out Condos (Audio)
8 perc
779. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ken Weissenberg, Tax Partner and Partner-in-Charge of the Real Estate Services Group at EisnerAmper, on their upcoming private equity summit, the NYC market, and the best opportunities for real estate investors.
Daren Hornig on Investing in the NY Real Estate Market (Audio)
8 perc
778. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Daren Hornig, Managing Partner at Hornig Capital, on the NY real estate market and investing in the outer boroughs.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
777. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers and Stock of the Day: Lands' End (LE).
Loomis' Fuss Sees Quarter Point Rate Hike in December (Audio)
11 perc
776. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Dan Fuss, Vice Chairman of Loomis Sayles, on the markets and outlook for bonds and the Fed.
Leslie Himmel: Opportunity in Real Estate Asset Bubble (Audio)
12 perc
775. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Leslie Himmel, Managing Partner and Founder, Himmel and Meringoff Properties, on financing in the NYC commercial real estate market.
EisnerAmper's Weinstein: Tax Reform To Accelerate Deals (Audio)
8 perc
774. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Charly Weinstein, CEO of EisnerAmper, on the company's upcoming private equity summit, and the potential impact for real estate tax reform.
Bloomberg's Niquette Previews the Presidential Debate (Audio)
12 perc
773. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mark Niquette, Politics and National Government reporter for Bloomberg News, on today's political news: Presidential debate preview.
Jim Felt on High-End Racing Bikes (Audio)
6 perc
772. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Felt Bicycles founder Jim Felt on the company's bicycles, their role in the racing world, and their new push toward electric-powered bikes.
Anthony and Elain Lassman on Luxury Travel (Audio)
6 perc
771. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUESTS:\u0010Anthony and Elaine Lassman, co-Founders of Nota Bene, discuss trends in luxury travel and the post-brexit travel market.
John Micklethwait on Erdogan Interview (Audio)
7 perc
770. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010John Micklethwait, Bloomberg News editor-in-chief, on his interview with Turkish president Recep Tayyip Erdogan.
Steve Majoros on Chevrolet's Business Health (Audio)
7 perc
769. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Steven Majoros \u0010Marketing Director \u0010Chevrolet Cars and Crossovers \u0010Will discuss Chevrolet's business health.
Farr on Impact of FOMC Decision (Audio)
10 perc
768. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Michael K Farr \u0010President/CEO/Co-Founder \u0010Farr Miller & Washington LLC \u0010Will discuss his current investment outlook and impact from the FOMC rate decision.
Isenberg on Role of White Poor in American History (Audio)
7 perc
767. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Nancy Isenberg \u0010Professor / Academic \u0010Louisiana State University Baton Rouge \u0010Will discuss her book White Trash: The 400-Year Untold History of Class in America, and the role of the white poor in American history.
Lounibos on SOASTA Technology (Audio)
6 perc
766. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Thomas M Lounibos "Tom" \u0010President/CEO \u0010Soasta Inc \u0010will discuss how SOASTA's technology improves how web and mobile sites perform.
Mark Bohlund on Africa and the Global Economy (Audio)
4 perc
765. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Mark Bohlund \u0010Economist:Africa & Middle East \u0010Bloomberg Intelligence \u0010Will discuss Africa and the global economy.
Vincent Reinhart on the Fed Decision (Audio)
10 perc
764. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Vincent Reinhart \u0010Chief Economist \u0010Standish Mellon Asset Mgmt Co LLC \u0010Will discuss the FOMC outcome.
Mike Nizza on New Presidential Polls (Audio)
6 perc
763. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Mike Nizza \u0010Executive Editor:BloombergPolitics.com \u0010Bloomberg Editorial \u0010Will highlight today's political news: including new polls out, and Monday's Presidential debate.
Ken Goldstein on August LEI Index (Audio)
7 perc
762. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Kenneth Goldstein \u0010Economist \u0010Conference Board Inc \u0010Will discuss the August LEI index and FOMC decision.
Steve Cook on Impact of DOL Rule (Audio)
7 perc
761. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Steve Cook \u0010Manaing Director \u0010BNY Mellon \u0010Will discuss impact of DOL rule on ETF industry at the BNY Mellon ETF Symposium.
Marvin Loh on the Bond Markets (Audio)
11 perc
760. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Marvin Loh \u0010Senior Fixed Income Strategist \u0010BNY Mellon Capital Market LLC \u0010Will discuss the bond markets at the BNY Mellon ETF Symposium.
Emanuel on ETF Strategies for Today's Changing Markets (Audio)
7 perc
759. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Joshua Emanuel \u0010Chief Investment Officer \u0010Wilshire Funds \u0010Will discuss important ETF strategies for today's changing markets at the BNY Mellon ETF Sympsium.
Kudla on the Fed and BOJ (Audio)
6 perc
758. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010David Kudla \u0010CEO/Chief Invsmt Strategist \u0010Mainstay Capital Management LLC \u0010Will discuss analysis of how the Fed, BOJ, and central bank are affecting the stock market.
Moriarity on ETFS and Bitcoin (Audio)
10 perc
757. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Kathleen Moriarity \u0010Partner \u0010Kayle Scholer \u0010Will discuss the regulation of ETFs and Bitcoin at the BNY Mellon ETF Symposium.
Kirwan on Smart Beta ETFs (Audio)
7 perc
756. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Kieran Kirwan \u0010Senior Investment Strategist \u0010ProShares \u0010Will discuss how Smart Beta ETFs have been highlighted as a primary driver of future growth in the ETF industry at the BNY Mellon ETF Symposium.
LaSalla on Adding Allocations to Alternatives (Audio)
10 perc
755. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Frank Lasalla \u0010Managing Director \u0010Bank of New York Mellon Corp The \u0010Will discuss why investors are continuing to add allocations to alternatives at the BNY Mellon ETF Symposium.\u0010\u0010\u0010\u0010\u0010\u0010\u0010\u0010\u0010\u0010\u0010\u0010\u0010\u0010\u0010\u0010\u0010\u0010Will discuss why investors are continuing to add allocations to alternatives at the BNY ETF Symposium.
Timblerlake on V-GO Insulin Delivery Device (Correct) (Audio)
6 perc
754. rész
(Bloomberg) -- Corrects description for V-GO\u0010\u0010Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST: John Timberlake on getting FDA approval for the V-GO, the only wearable, fully disposable insulin delivery device in the world.
Vinnie Schoenfelder on Keeping Companies Safe (Audio)
6 perc
753. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Vinnie Schoenfelder on the digital transformation of the company, and also how it is representing government, banks, and big businesses in the face of security hacks.
Shep Gordon on Being a `Supermensch' (Audio)
6 perc
752. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Shep Gordon on his new book:"THEY CALL ME SUPERMENSCH: A Backstage Pass to the Amazing Worlds of Film, Food, and Rock’n’Roll."
Melissa Brown on Smart Beta ETFs (Audio)
8 perc
751. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Melissa Brown, Senior Director of Applied Research at Axioma, on their "buyer beware" research on smart beta ETFs.
Ciocca on Relationship Between D.C. and Wall Street (Audio)
12 perc
750. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Doug Ciocca CEO and Partner of Kavar Capital, on markets, investments and the tightrope between Washington and Wall Street.
Jan Ryde from Hästens on High End Mattresses (Audio)
12 perc
749. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jan Ryde, owner of Hästens, on why you should invest in a $100k mattress.
Kate Richard on Oil Market Indicators (Audio)
8 perc
748. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Kate Richard, CEO of Warwick Group, on the three key indicators that will better predict the oil price than supply and demand.
Mark Vitner on Federal Reserve and U.S. Economy (Audio)
12 perc
747. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mark Vitner, senior economist at Wells Fargo Securities, on CPI, Fed, and U.S. Eco.
Elliott Stein on Deutsche Bank $14 Billion Suit (Audio)
8 perc
746. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Elliott Stein, senior litigation analyst for Bloomberg Intelligence, on the Deutsche Bank RMBS probe and corresponding $14 billion fine.
Kit Juckes on Bank of England Decision (Audio)
6 perc
745. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Kit Juckes \u0010Global Strategist \u0010Societe Generale \u0010Will discuss today's BOE decision and what happens next.
Greg Woodard Discusses the Equity Market (Audio)
11 perc
744. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Greg Woodard \u0010Portfolio Strategist \u0010Manning & Napier \u0010Will discuss the equity market, investments and his current picks.
Mark Vergnano on Chemours (Audio)
7 perc
743. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Mark P Vergnano \u0010President/CEO \u0010Chemours Co/The \u0010Will discuss Chemours progress since its split from DuPont, new business line, and expansion of its plant in Mexico.
Kristin Bentz on Today's Retail Numbers (Audio)
6 perc
742. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Kristin Bentz \u0010President \u0010Talented Blonde LLC \u0010Will discuss today's retail sales numbers.
Wilbur Ross on Trump's Economic Speech (Audio)
10 perc
741. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Wilbur Louis Ross Jr \u0010Chairman \u0010WL Ross & Co LLC (PE General Partner) \u0010Will give reaction to Donald Trump's eco speech today.
Brad Gartman on Flag and Anthem (Audio)
6 perc
740. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Brad Gartman \u0010CO-Founder \u0010Flag and Anthem \u0010Will discuss the men's fashion industry and filling the void in the millennial marketplace, and plans for growth.
Purves on Oil and Implications for SPX (Audio)
7 perc
739. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Michael Purves \u0010Chief Global Strategist \u0010Weeden & Co LP \u0010Will discuss his take on oil, and implications for SPX.
Stew Leonard on Grocery Store Space (Audio)
7 perc
738. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Stewart Leonard Jr "Stew" \u0010President/CEO \u0010Stew Leonard's-Danbury LLC \u0010Will discuss the grocery space and company expansion.
Perrella on Bayer Agreeing to Buy Monsanto (Audio)
10 perc
737. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Christopher Perrella \u0010U.S Chemicals Analyst \u0010Bloomberg Intelligence \u0010will discuss Bayer agreeing to buy Monsanto in a deal valued at $66 billion.
Wiener on Passive Versus Active Management (Audio)
7 perc
736. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Daniel P Wiener "Dan" \u0010Chairman/CEO/Co-Founder \u0010Adviser Investments \u0010Will discuss Active versus Passive Management and Vanguard.
Beasley on Transportation Ballot (Audio)
6 perc
735. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Stephanie Beasley \u0010Reporter II \u0010Bureau of National Affairs Inc \u0010Will discuss U.S voters considering ballot measures that could raise $200 billion for transportation on Election Day.
Wayne on Latest Political News (Audio)
7 perc
734. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Alex Wayne \u0010White House Editor \u0010Bloomberg/ Washington DC \u0010Highlights political news: New Bloomberg Trump poll, Obama on the trail for Clinton, and NY AG opening an investigation of Trump foundation.
Boston on Investors Buying New Junk Bonds (Audio)
4 perc
733. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Claire Boston \u0010Reporter \u0010Bloomberg Editorial \u0010Will discuss how concerns about the credit market have done little to deter investors from buying new junk bonds.
Bill Poole on Fed Meetings (Audio)
13 perc
732. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010William Poole "Bill" \u0010Senior Fellow \u0010Cato Inst \u0010Will discuss Federal Reserve meetings next week and the stream of hints about fed policy.
McAlinden on Market News (Audio)
7 perc
731. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Joseph McAlinden \u0010Chairman/Chief Invst Ofcr/Founder \u0010Catalpa Capital LLC \u0010Will discuss the markets.
Bruce Anderson on Manulife (Audio)
10 perc
730. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Bruce Anderson \u0010Managing Director, Project Finance and Infrastructure \u0010Manulife \u0010Will discuss Manulife’s participation in the development and financing of projects in the infrastructure, renewable energy and public-private partnership sectors at the National Bank of Canada Fixed Income Conference at Bloomberg\u0010World Headquarters in NYC.
Peter Rutledge on Banking Regulation (Audio)
6 perc
729. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Peter Rutledge \u0010Managing Director, Financial Services Research \u0010National Bank Financial Inc (PE Limited Partner) \u0010Will discuss Canadian banking regulation.
Marion on Economic Outlook for Canada (Audio)
6 perc
728. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Stefane Marion \u0010Chief Economist & Strategist \u0010Natl Bank Financial Inc \u0010Will discuss the economic outlook for Canada at the National Bank of Canada Fixed Income Conference at Bloomberg\u0010World Headquarters in NYC.
Jean & Turner on Millennials (Audio)
10 perc
727. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUESTS: \u0010Billie Jean King \u0010Former Professional Tennis Player \u0010Women's Tennis Association \u0010Will discuss the latest findings on Millennials in the workforce at the National Bank of Canada Fixed Income Conference at Bloomberg World Headquarters in NYC. \u0010 \u0010Stephanie Turner \u0010Manager \u0010Deloitte's Survey Research and Analytics Center \u0010Will discuss discuss the latest findings on Millennials in the workforce at the National Bank of Canada Fixed Income Conference at Bloomberg World Headquarters in NYC.
Nanos on Canada's Economy (Audio)
6 perc
726. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Nikita Nanos "Nik" \u0010President/CEO \u0010Nanos Research \u0010Will discuss the US election and impact to Canada's economy at the National Bank of Canada Fixed Income Conference at Bloomberg World Headquarters in NYC.
Jim Prentice on State of Banking (Audio)
10 perc
725. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Jim Prentice \u0010Industry Advisor \u0010Warburg Pincus LLC (PE General Partner) \u0010He will discuss the state of banking at the National Bank of Canada Fixed Income Conference at Bloomberg\u0010World Headquarters in NYC.
Ted Jadick on Hanjin and Global Shipping (Audio)
7 perc
724. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUESTS:\u0010Theodore Jadick, Managing Director, CEO and President of DNB Markets, and Chairman of this week's New York Maritime Forum, on trends and developments in the global shipping industry.
Chuck Lieberman Digs Through Eco Data (Audio) (Correct)
7 perc
723. rész
(Bloomberg) -- Corrects guest information \u0010\u0010Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Charles Lieberman, chief investment officer at Advisors Capital Management, discusses Friday's market selloff, market fundamentals, and the fed.
Jeff Carbone Advises Investors For Porfolio Breakup (Audio)
9 perc
722. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010\u0010\u0010GUEST:\u0010Jeff Carbone, Co-Founder and Managing Partner of Cornerstone Financial Partners, on the markets and how investors should prepare their portfolios for a “breakup” from the bull market.
Miramar Labs Wipes Away Sweat Glands and Odor (Audio)
6 perc
721. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010\u0010GUEST:\u0010Miramar Labs CEO Michael Kleine, on their MiraDry technology which wipes out underarm sweat glands and odor, and the company's place in this $20-billion-dollar market.
Gene Tannuzzo Predicts One Fed Hike in 2016 (Audio)
10 perc
720. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Gene Tannuzzo, senior fixed-income portfolio manager at Columbia Threadneedle Investments, discusses his outlook for the Fed and the bond markets
Tim Smith on the Pitfalls of Pricing (Audio)
7 perc
719. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Tim Smith, founder and CEO of Wiglaf Pricing, and an adjunct professor of marketing and at DePaul University, on his new book, "Pricing Done Right: The Pricing Framework Proven Successful by the World’s Most Profitable Companies."
Margaret Talev: Clinton Promises Transparency (Audio)
7 perc
718. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010\u0010GUEST:\u0010Margaret Talev on Clinton's health problems and Trump camp's response.
Bloomberg's Shah on Retail: Too Many Stores, Categories (Audio)
8 perc
717. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Seema Shah, Consumer Discretionary Analyst for Bloomberg Intelligence, on retailers getting hit and why the consumer is actually weaker than a majority of people think.
Bloomberg's Fieser on Coconuts, Niquette on China in US (Audio)
11 perc
716. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Ezra Fieser, Caribbean correspondent in Santo Domingo for Bloomberg News, on the Caribbean running out of coconuts.
Mark Niquette, Politics and National Government reporter for Bloomberg News, on today's political news: China reviving the heartland; Korean nuke test; Trump's infatuation with Russia.
GMM Nonstick Coating's Gandhi on Doing Business in China(Audio)
12 perc
715. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ravin Gandhi, Founder & CEO of GMM Nonstick Coatings, a global provider of nonstick coatings for bakeware and pots/pans based in China, discusses the local Chinese market and the company's consistent double digit growth.
Lakeview's Rothbort on Kroger: Much Better Buy Than WFM (Audio)
8 perc
714. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Scott Rothbort, President and Founder of Lakeview Asset Management, on Kroger earnings, and the grocer space.
Sage's Kelly: 'Digital Heartbeat' of Small Businesses (Audio)
8 perc
713. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Stephen Kelly, CEO of Sage, on this year's Sage Summit, tech companies in the US vs the UK, and transitioning small businesses to the cloud.
HighTower's Weissbluth on Need For Solid Financial Plan (Audio)
12 perc
712. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Elliot Weissbluth, Founder and CEO of HighTower, on investments, financial wellness and 401k's.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
711. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: La Jolla Pharmaceutical (LJPC).
Coldwell Banker's Young on 2016 Home Listing Report (Audio)
12 perc
710. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Charlie Young, Coldwell Banker's new incoming CEO, on the housing market and their 2016 Home Listing report, which reveals the most expensive and affordable real estate markets.
Satish Jindel on Suppliers Hurt By Hanjin Shipping Woes (Audio)
8 perc
709. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Satish Jindel, President of SJ Consulting Group, on how the collapse of Hanjin shipping company left an estimated $14 billion of goods adrift, leaving suppliers scrambling.
Bloomberg's Sweeney on Liberty Media, Niquette on Polls (Audio)
12 perc
708. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Paul Sweeney, Director of North American Research and Media analyst for Bloomberg Intelligence, on Liberty Media Corp. acquiring Formula One racing for $4.4 billion, in a plan to revive global interest in the sport.
Mark Niquette, Politics and National Government reporter for Bloomberg News, on today's political news: Trump and Clinton at military forum; Bloomberg poll showing Trump winning uneducated whites.
The Acerras on Creating Educational Play Tool: Lux Blox (Audio)
6 perc
707. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010SMALL BUSINESS IN FOCUS: Mike and Heather Acerra, on creating Lux Blox, an innovative, educational play tool composed of bendable blocks.
Danny Blanchflower on Global Markets: A Shock Is Coming (Audio)
8 perc
706. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Leading labour economist Danny Blanchflower, Professor of Economics at Dartmouth College, on the ECB leaving rates unchanged.
Fashion to Figure's Kaplan on Growing Plus-Sized Market (Audio)
8 perc
705. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Michael Kaplan, CEO and Co-Founder of Fashion to Figure, discusses how his plus-sized brand, along with many other major retailers, are transforming the advertising industry, and the growth of the company using multi-channel retailing.
Louis Navellier Sees Oil Price Collapsing: Avoid Sector (Audio)
11 perc
704. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Louis Navellier, Chairman, CEO and CIO for Navellier & Associates, on the imminent flight to quality in stocks, and why the price of oil will soon collapse.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
703. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Beazer Homes USA (BZH).
Bloomberg's Giammona on Whole Foods Expansion Problems (Audio)
8 perc
702. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Craig Giammona, Consumer Reporter for Bloomberg News, on Whole Foods expansion problems, Sprouts getting hit on lowered earnings guidance, and a look at Starbucks new media plans.
John McAfee on U.S. Cybersecurity: We Are Not Number One(Audio)
11 perc
701. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Cybersecurity pioneer John McAfee on the landscape of cybersecurity, his new company MGT Capital Investments, and suing Intel. Joined by David Garrity, Principal at GVA Research.
Fannie Mae's Duncan: Home Buyers Say Good Time to Buy (Audio)
12 perc
700. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Doug Duncan, Chief Economist for Fannie Mae, discusses their newly released consumer survey of attitudes on housing, the housing market, and implications for the Fed.
JP Morgan's Kasman: Problem With Lack of New Investments(Audio)
10 perc
699. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010FED IN FOCUS: Bruce Kasman, Chief Economist for JP Morgan, on the Beige Book and what it means for the Fed.
Thornburg's Wilson on Opportunities in Emerging Markets (Audio)
8 perc
698. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Charlie Wilson, co-manager of Thornburg Developing World Fund, on opportunities in emerging markets.
Intrepid's Travis Likes: Fenner, Corus, Oaktree Capital (Audio)
12 perc
697. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mark Travis, President of Intrepid Capital Funds, on the markets, the disconnect between price and value, and his current picks.
Vanderbilt's Smith on Planning for Money Market Reforms (Audio)
12 perc
696. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Henley Smith, Senior Vice President of Vanderbilt Avenue Asset Management, on the growing attraction to money market assets and planning for reform in the sector.
Bloomberg's Barnett on Fracking Backlash in Oklahoma (Audio)
8 perc
695. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Rob Barnett, Senior Energy Policy Analyst for Bloomberg Intelligence, on the Oklahoma earthquake and impact to fracking.
Bloomberg's Loh on Enbridge Deal, Niquette on Ohio Race (Audio)
12 perc
694. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Tim Loh, Energy reporter for Bloomberg News, on Canada's Enbridge Inc. buying Houston-based Spectra Energy Corp. in a $28 billion deal that will create the largest energy pipeline and storage company in North America.
Mark Niquette, Politics and National Government reporter for Bloomberg News, on Trump and Clinton focusing on battleground states like Ohio.
Alan Baum on Tesla's Huge Need to Raise Money for Capex (Audio)
12 perc
693. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Alan Baum, Principal at Baum and Associates, a West Bloomfield, Michigan based research firm focused on automotive, on Volkswagen buying a stake in Navistar to enter the US truck market, and Elon Musk's plea to employees to cut costs.
Sanford's Oxgaard on Hurdles to the Bayer-Monsanto Deal(Audio)
8 perc
692. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jonas Oxgaard, Chemicals Equity Analyst at Sanford Bernstein, on Bayer's sweetened bid for Monsanto, as Monsanto mulls options.
Tennis Channel's Solomon: Will Reach 60 Million Homes (Audio)
8 perc
691. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ken Solomon, CEO and Chairman of The Tennis Channel, recaps the US Open, and how the Tennis Channel could reach 60 million homes by 2017. Live from the 2016 US Tennis Open in Flushing, Queens NY.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
690. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Liberty Tax Service (TAX).
Miller Tabak's Maley on Markets; Red Cross's Kieserman (Audio)
12 perc
689. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Matt Maley, Equity Strategist at Miller Tabak, with the market reaction to today's jobs numbers, and what this implies for the Fed.
Brad J. Kieserman, Vice President, Disaster Operations & Logistics, American Red Cross National Headquarters, to discuss the Louisiana floods and current response by the American Red Cross.
DHR's Branthover: Highly Skilled Tech Workers in Demand (Audio)
11 perc
688. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Jeanne Branthover, Partner at executive search company DHR International, on job sectors and hiring trends. Joined by author Richard Kent. Live from the 2016 US Tennis Open in Flushing, Queens NY.
USTA's Sherr on Revenue Drivers, Luxury, at the US Open (Audio)
12 perc
687. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
LUXURY: Lew Sherr, Chief Revenue Officer for the USTA, on the luxury boxes and experiences at the US Tennis Open, and revenue drivers for the event. Live from the 2016 US Open in Flushing, Queens.
IBM's O'Brien on the Watson AI Technology at the US Open(Audio)
8 perc
686. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Elizabeth O'Brien, Program manager, Worldwide Sponsorship Strategy and Marketing, at IBM, on the interactive technologies that IBM created for fans to utilize at the US Open.
Alan Krueger: Congress Should Invest In Infrastructure (Audio)
12 perc
685. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Alan Krueger, Former Head of the Council of Economic Advisors and Professor at Princeton University, on today's jobs numbers, economic outlook, and what could drive productivity. Live from the 2016 US Tennis Open.
Author Richard Kent on First U.S. Open Without Federer (Audio)
8 perc
684. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Richard Kent, author of "Federer-Nadal," discusses the first US Open without Roger Federer since the 1998 Juniors, as well as look at 6th seeded Venus Williams. Joined by Jeanne Branthover, Partner at executive search company DHR International. Live from the 2016 US Tennis Open in Flushing, Queens NY.
Jeanne Branthover
Executive Recruiter
Dhr Intl Inc
Jeanne Branthover, Partner at executive search company DHR International, on job sectors and hiring trends. Live from the 2016 US Tennis Open in Flushing, Queens NY
Houlihan Lokey's Russo on Impact of Streaming at US Open(Audio)
8 perc
683. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Chris Russo, Managing Director in the Tech/Media/ Telecom Group at Houlihan Lokey and expert in digital sports media, on the business of the US Open, and impact of technology on tennis. Live from the 2016 US Tennis Open.
Cumberland's Mousseau on Munis: Cautions on Storm Preparedness
12 perc
682. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Mousseau, Executive VP and Director of Fixed Income at Cumberland Advisors, for a look at the bond markets, the Fed, and what concerns him about municipalities. Live from the 2016 US Tennis Open.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
681. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Ollie's Bargain Outlet Holdings (OLLI).
Coaching Legend Bolletieri: No Room For Any Weaknesses (Audio)
12 perc
680. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Legendary tennis coach Nick Bolletieri, the creator of the tennis academy concept and Founder of the IMG Academy, discusses what it takes to be a champion player today compared to when he started, and who can win this year's US Open. Live from the 2016 US Tennis Open.
Bloomberg's Nizza on Trump Reaffirming Anti-Immigration (Audio)
8 perc
679. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mike Nizza, Executive Editor for Bloomberg Politics, on Trump's visit to Mexico and immigration speech.
PNC's Stone: Likes Financials Now, Adding to Technology (Audio)
12 perc
678. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bill Stone, Chief Investment Strategist, PNC Asset Management Group, for a look at the markets, the economy and where he is investing. Live from the 2016 US Tennis Open.
Bloomberg's Soshnick, Novy-Williams, on US Open Branding(Audio)
12 perc
677. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bloomberg Sports columnists Scott Soshnick and Eben Novy-Williams discuss the importance of branding and sponsorships surrounding the US Tennis Open. Live from the 2016 US Open.
USTA's Zausner: New Retractable Roof Used For First Time(Audio)
8 perc
676. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Danny Zausner, Chief Operating Officer of the USTA Billie Jean King National Tennis Center, on the new retractable roof at Arthur Ashe Stadium and other USTA improvements. Live from the 2016 US Open.
Bloomberg's Nizza on Trump's Visit With President Nieto (Audio)
8 perc
675. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mike Nizza, Executive Editor for Bloomberg Politics, on Trump's visit to Mexico to meet with President Enrique Pena Nieto.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
674. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Intrawest Resorts Holdings (SNOW),
Bill Smead: Nesting Millenials to Power Economy, Stocks (Audio)
12 perc
673. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bill Smead, CEO and Chief Investment Officer of Smead Capital Management, on why he sees millennials powering an economic turnaround and boosting stocks.
Teneo's Marconini: Brazil's Temer Is Best for Situation (Audio)
6 perc
672. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Mario Marconini, Managing Director of LatAM at Teneo Intelligence, based in Brazil, on the economic and geopolitical impact of the outcome of Roussef's impeachment trial.
Wells Fargo's LaForge on New Real Estate Sector in S&P (Audio)
8 perc
671. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John LaForge, Head of Real Assets Strategy at Wells Fargo Institute, to discuss the launch of the new real estate sector in the S&P 500.
Trillium's Friedman on IEX's Business Model (Correct)(Audio)
6 perc
670. rész
(Corrects title)\u0010 (Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Michael Friedman, General Counsel & Chief Compliance Officer of Trillium, to discuss IEX and if their current business model is sustainable as they gain market share.
Ambassador Mamet: Argentina Seeking Foreign Investment (Audio)
12 perc
669. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Noah Mamet, US Ambassador to Argentina, discusses changes in Argentina since the election of President Macri, the new U.S.-Argentina bi-lateral relationship, and investment in the country.
Hilltop's Grant: 'Huge' Mistake for Fed to Raise Rates (Audio)
12 perc
668. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Mark Grant, Chief Fixed Income Strategist at Hilltop Securities, for a macro look at the fixed income markets and the Fed.
LaSalle's Gimbel Seeing No Signs of Slowdown for Hiring (Audio)
8 perc
667. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
National labor market expert, Tom Gimbel, founder & CEO of LaSalle Network, looks ahead to jobs day, weighing in on hiring trends and health of the market.
Stephen Schork on Oil: Supply Glut, Sees Oil Under $40 (Audio)
13 perc
666. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Stephen Schork, President of the Schork Group, with a look at the oil and gas markets--and why he's looking to get short.
Bloomberg's Larson on Apple's $14 Billion Back Tax Bill (Audio)
8 perc
665. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Matt Larson, Litigation Analyst at Bloomberg Intelligence, on Apple being ordered by the EU to pay as much as $14.5 billion in Irish back taxes.
MUFG's Brown: Real Estate Investors Reluctant To Sell (Audio)
6 perc
664. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Brendan Brown, Chief Economist and Head of Economic Research at Mitsubishi UFJ Securities (MUFG), weighs in on the Case-Schiller numbers and the real estate price bubble.
Sharkreach's Smith, Harrington, on Influencer Marketing (Audio)
11 perc
663. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Sharkreach CEO Steve Smith and board member Kevin Harrington - original Shark from ABC's "Shark Tank" - discuss the boom in “influencer marketing,” reaching millenials, and their latest acquisition of Mastermind.
Conference Board's Franco Sees 'Positive News' in CCI (Audio)
8 perc
662. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Lynn Franco, Director of Economic Indicators of the Conference Board, with an overview of their August CCI (Consumer Confidence Index) report.
Matrix's Katz on Utilities: Declare Victory and Sell (Audio)
11 perc
661. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David Katz, President and CIO of Matrix Asset Advisors, with a look at markets and investments, his current stock picks, and why he is selling utilities.
Ward McCarthy: Fed's Jackson Hole Message 'Friendly' to Bonds
7 perc
660. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Dr. Ward McCarthy, Chief Financial Economist at Jefferies, for a macro look at the bond market and the economy, following the Jackson Hole symposium and ahead of the jobs day.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
659. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Core-Mark Holding (CORE).
Bloomberg's Krutoholow on Mylan To Sell Generic EpiPen (Audio)
6 perc
658. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010HEALTHCARE IN FOCUS: Liz Krutoholow, Specialty Pharma and Biotech Analyst for Bloomberg Intelligence, on Mylan selling a generic version of EpiPen to quell outcry over pricing.
Bloomberg's Doyle, BNA's Bell, on Apple's Irish Tax Bill(Audio)
7 perc
657. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Dara Doyle, Bloomberg's Dublin Bureau Chief, and Kevin Bell, Bloomberg BNA's Senior International Tax Reporter, on Apple facing a potential tax bill of billions of euros in Irish tax case arrears.
Bloomberg's Church on Caesars Facing Bondholder Lawsuits(Audio)
4 perc
656. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Bloomberg Bankruptcy reporter Steven Church on Caesars Entertainment Corp. stock tumbling after a judge ruled that the casino company must face bondholder lawsuits that could force it into bankruptcy.
AT Kearney's Heinroth: Supply Reserves Will Curtail OPEC(Audio)
12 perc
655. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Sean Heinroth, Principal, Oil & Gas, at global consulting firm A.T. Kearney, on the state of energy markets and why demand for crude will continue to be slow to recover.
Wells Fargo's Viloria: Kuroda Easing Could Weigh on Yen (Audio)
8 perc
654. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Eric Viloria, Currency Strategist at Wells Fargo Securties, to comment on Kuroda's remarks over the weekend on easing, and how they are affecting dollar and the yen.
BlackRock's Tighe: Fundamentals Are There To Make Hike (Audio)
12 perc
653. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Heather Loomis Tighe, Market Strategist for BlackRock’s Family Office, Foundations and Endowments Group, on the stock and bond markets' reaction to Yellen's speech, and investment outlook.
Bloomberg's Jackson on Winners, Losers, Stock of the Day(Audio)
13 perc
652. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg Stocks reporter Anna-Louise Jackson on today's market winners, losers, and Stock of the Day: Craft Brew Alliance (BREW).
Booth's Kroszner Says Hike Likely Before End of Year (Audio)
8 perc
651. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Randy Kroszner, Former Fed Governor and Professor of Economics at the Chicago Booth School, dissects the main themes coming out of the Jackson Hole Fed symposium.
Hughes-Cromwick on Economy: Early Signs of Improvement (Audio)
12 perc
650. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ellen Hughes-Cromwick, Chief Economist at the US Department of Commerce, on the economy, GDP numbers, and their work in improving economic statistics.
Robb Report's Malcolmson on Rare Minute Repeater Watches(Audio)
8 perc
649. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
LUXURY: Robb Report’s Watch Editor, James Malcolmson, on rare minute repeater watches, and why these are opportune collectible and investment pieces.
Bullard: There Is A Bit Of A Rethink Situation Going On (Audio)
16 perc
648. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Jim Bullard, President and CEO of the Federal Reserve Bank of St Louis, discusses a potential rethink on the Fed's approach to monetary policy, and his thoughts on negative interest rates.
Grand Teton's White on National Park Service Turning 100(Audio)
8 perc
647. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Andrew White, Public Affairs Officer at Grand Teton National Park, on the 100th Anniversary of the National Park Service, and issues surrounding funding and corporate sponsorship at the park.
Fed's Kaplan on Rate Hike: We Can Afford To Be Patient (Audio)
22 perc
646. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Robert Kaplan, President and CEO of the Federal Reserve Bank of Dallas, on what economic indicators he is focusing on, following recent comments that a September rate hike is on the table. Live from the Jackson Hole Economic Symposium sponsored by the Kansas City Fed.
CIBC's Tucci: Fed Raising Rates Is About Asset Prices (Audio)
8 perc
645. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Tom Tucci, Head of US Treasury Trading at CIBC World Markets Corp, on the bond markets and the Fed.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
644. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Horizon Global (HZN).
Jacob Frenkel: Doesn't Expect Fed to Raise In September (Audio)
12 perc
643. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jacob Frenkel, Chairman of JP Morgan Chase International, explains why the Jackson Hole Symposium topic, "Designing Resilient Monetary Policy Frameworks for the Future," hits on the hot Fed debate over the need for a major policy rethink.
Triton's Rosenthal on Navigating Health Insurance Shifts(Audio)
8 perc
642. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
SMALL BUSINESS IN FOCUS: Steve Rosenthal, President and CEO of human resource and benefits consulting company Triton HR, discusses navigating the changing health insurance landscape, using technology, and the importance of wellness programs.
FDIC's Hoenig: A Myth That Capital Undermines Growth (Audio)
12 perc
641. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Thomas Hoenig, Former President of the Kansas City Fed and current Vice Chair of the FDIC, will explain why US banking regulation needs to be eased for banks engaged mostly in traditional banking activities
Bloomberg's Srinivasan on HP: Printing Dragging Down EPS(Audio)
8 perc
640. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on HP Inc.'s earnings and guidance.
Point View's Dietze Likes: Financials, Energy, Lat Am (Audio)
12 perc
639. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David G. Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, with a market outlook and his three great investment opportunities.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
638. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Lannett (LCI).
Macom's Croteau: Company Benefits From Expanding Cloud (Audio)
12 perc
637. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Croteau, CEO of semiconductor company Macom, on their 5G wireless technologies, and powering the fiber optic networks for the "cloud" economy.
KeyBanc's Gibbs Advises Broader Caution on Steel Demand (Audio)
8 perc
636. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Phil Gibbs, Metals and Mining Analyst with KeyBanc Capital Markets, on Glencore's earnings, and a macro look at the steel sector.
Bloomberg's Orr on Viacom Debt, Nizza on Nigel Farage (Audio)
12 perc
635. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Emma Orr, Corporate Finance reporter for Bloomberg News, on Viacom facing a decision to let ratings drop on its debt -- or take dramatic steps like cutting its dividend or selling off assets.
Mike Nizza, Executive Editor for Bloomberg Politics, on today's political news: Nigel Farage's involvement with Trump.
Cambridge Payments' Casey Sees Lower Euro-Dollar Rate (Audio)
12 perc
634. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Steve Casey, FX Trader and Senior Market Analyst at Cambridge Global Payments, on policy makers' approach to monetary policy, and a look at currencies.
Rx Savings' Rea on Mylan Under Scrutiny for EpiPen Price(Audio)
8 perc
633. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Michael Rea, CEO of Rx Savings Solutions, to discuss Mylan's EpiPen price hike, currently under scrutiny.
Seneca Women's Ambassador Verveer on Economic Progress (Audio)
8 perc
632. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ambassador Melanne Verveer, Co-Founder of Seneca Women and co-author of "Fast Forward: How Woman Can Achieve Power and Purpose," on the progress of women in the economy and breaking the glass ceiling in businesses.
Miller Tabak's Maley Cautions on Gold as Silver Drops (Audio)
11 perc
631. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Matt Maley, Equity Strategist at Miller Tabak, on Janet Yellen and the Fed, earnings, the tech sector and silver.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
630. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers and Stock of the Day: Shoe Carnival (SCVL).
Penrose's Chung on Google's Daydream VR Platform Debut (Audio)
12 perc
629. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Eugene Chung, CEO and Founder of VR film company, Penrose Studios, on the upcoming debut of Google's Daydream virtual reality service.
Bloomberg's Larson on the Cisco-Arista Patent Litigation(Audio)
8 perc
628. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Matt Larson, Litigation Analyst for Bloomberg Intelligence, on the Cisco-Arista patent litigation, as well as a potential import ban on Fitbit.
Bloomberg's McCracken on Monsanto, Nizza on Trump Pivot (Audio)
12 perc
627. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Jeff McCracken, Managing Editor of Global M&A for Bloomberg, on Monsanto and Bayer said to be moving closer to a deal.
Mike Nizza, Executive Editor for Bloomberg Politics, on Trump pivoting off his mass deportation immigration proposal.
Avison Young's Kevill: Urbanization Causes Rental Growth(Audio)
12 perc
626. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Kevill, Head of US Capital Markets for Avison Young, on the commercial real estate outlook, the future for the Washington DC market, and what types of buildings are selling.
Bloomberg's Townsend on Best Buy Boosted By Wearables (Audio)
8 perc
625. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Matt Townsend, Retail Reporter for Bloomberg News, on Best Buy earnings and boosting confidence that CEO Joly can return the largest U.S. electronics retailer to consistent growth.
Levin on Rio Olympics Providing Distraction (Audio)
7 perc
624. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Jonathan Levin \u0010Reporter \u0010Bloomberg LP \u0010Will discuss his story about the Rio Olympics games being a distraction from some of the problems affecting Olympians and tourists in the country.
Paulsen on Outlook for Financial Markets (Audio)
11 perc
623. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Jim Paulsen \u0010Chief Investment Strategist \u0010Wells Capital Management \u0010Will discuss the global economy, and outlook for financial markets.
Patricof on Key Industry Trends (Audio)
7 perc
622. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Mark Patricof \u0010Mng Dir/Co-Head:TMT \u0010Houlihan Lokey Financial Advisors Inc \u0010Will discuss key trends in the industry
Raanes on Rollout of Cancer Treatment (Audio)
6 perc
621. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Chris A Raanes \u0010President/CEO \u0010Viewray Inc \u0010Will discuss the rollout of their cancer treatment, MRIdian, which can both image, and treat cancer patients at the same time.
Stiglitz on Common Currency Threatening Europe Future (Audio)
10 perc
620. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Joseph E Stiglitz "Joe" \u0010Professor:Economics \u0010Columbia University \u0010Will discuss his new book"The Euro: How a Common Currency Threatens the Future of Europe."
Nizza on Trump's Campaign Reboot (Audio)
6 perc
619. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Mike Nizza \u0010Executive Editor:BloombergPolitics.com \u0010Bloomberg Editorial \u0010Highlights the day's political news, including Donald Trump's attempt at a campaign reboot.
Koons on Pfizer Agreeing to Buy Medivation (Audio)
7 perc
618. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. \u0010 \u0010GUEST: \u0010Cynthia Koons \u0010Health Care Reporter \u0010Bloomberg Editorial \u0010on Pfizer beating out rivals to buy biopharmaceutical company, Medivation, and its blockbuster cancer drug for $14 billion.
Kilduff on Oil Markets (Audio)
7 perc
617. rész
(Bloomberg) -- Taking Stock with Pimm Fox. \u0010 \u0010GUEST: \u0010John Kilduff \u0010Founding Partner \u0010Again Capital LLC \u0010Will discuss the oil markets, and whether the recent rally is sustainable.
Dolfi on Investment in Fashion & Lifestyle (Audio)
10 perc
616. rész
(Bloomberg) -- Taking Stock with Pimm Fox.\u0010\u0010GUEST:\u0010Martin Dolfi\u0010Managing Partner\u0010M3 Ventures\u0010Will discuss investment opportunities in the fashion and lifestyle space.
Deussen on Wines From Republic of Georgia (Audio)
7 perc
615. rész
(Bloomberg) -- Taking Stock with Pimm Fox. \u0010 \u0010GUEST: \u0010Christine Deussen \u0010President \u0010Deussen Global Communications \u0010Will discuss wines from the Republic of Georgia.
Smith on Rio Broadcast Ratings Being Down (Audio)
6 perc
614. rész
(Bloomberg) -- Taking Stock with Pimm Fox.\u0010\u0010GUEST:\u0010Gerry Smith\u0010Media Reporter\u0010Bloomberg Editorial\u0010Will discuss his story about Rio Olympic broadcast ratings being down 25% among 18 to 49 year olds.
Wayne on Manafort Resignation & Trump Campaign (Audio)
5 perc
613. rész
(Bloomberg) -- Taking Stock with Pimm Fox.\u0010\u0010GUEST:\u0010Alex Wayne\u0010White House Editor\u0010Bloomberg/ Washington DC\u0010Highlights the day's political news.
Harris on Morgan Stanley Accusation (Audio)
6 perc
612. rész
(Bloomberg) -- Taking Stock with Pimm Fox.\u0010\u0010GUEST:\u0010Andrew M Harris\u0010Legal Reporter\u0010Bloomberg/ Washington DC\u0010Will discuss Morgan Stanley being accused of mismanaging the firm's 401k retirement plan.
Magoon on Opportunities in Retail Sector (Audio)
6 perc
611. rész
(Bloomberg) -- Taking Stock with Pimm Fox.\u0010\u0010GUEST:\u0010Christian Magoon\u0010Chief Executive Officer\u0010Amplify Investments LLC\u0010Will discuss opportunities in the online retail sector.
Dejoria on Newest Business Venture (Audio)
7 perc
610. rész
(Bloomberg) -- Taking Stock with Pimm Fox. \u0010 \u0010GUEST: \u0010John Paul Dejoria \u0010CO Founder & Owner \u0010Patron Spirits Co/The \u0010Will discuss his latest business ventures and being featured in a documentary about his life, Good Fortune.
Agecroft's Steinbrugge on Outlook for Hedge Fund Fees (Audio)
8 perc
609. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Donald A. Steinbrugge, Managing Partner of Agecroft Partners, LLC, on the outlook for hedge fund fees.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
608. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: OncoMed Pharmaceuticals (OMED).
SRG's Flickinger on Walmart: Best Leadership in 20 Years(Audio)
12 perc
607. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Burt Flickinger, Managing Director, Strategic Resource Group, on Walmart earnings and outlook, and overview of the retail space.
PIIE's Kirkegaard: Brexit Won't Damage Europe Economy (Audio)
12 perc
606. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jacob Kirkegaard, Senior Fellow at the Peterson Institute for International Economics, on whether the strong UK retail sales and jobs report are reflecting the impact of Brexit to the UK economy.
Bloomberg's Talev on Clinton Campaign Post Trump Shakeup(Audio)
8 perc
605. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Margaret Talev, Senior White House correspondent for Bloomberg, on Clinton allies bracing for rough campaign after Trump shakeup.
Bloomberg's Chafkin on Uber's Self-Driving Fleet Launch (Audio)
6 perc
604. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Max Chafkin, Technology reporter for Bloomberg Businessweek, on Uber's first self-driving fleet launching this summer in Pittsburgh.
Conference Board's Goldstein on the July LEI Index (Audio)
5 perc
603. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Ken Goldstein, Economist with the Conference Board, on the July LEI index.
Designers On A Dime's Cole on Global Consignment Company(Audio)
12 perc
602. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
SMALL BUSINESS: Victoria Cole, CEO of Designers On A Dime, on her global consignment business, which sells merchandise via an e-commerce platform.
Trinity's Tai: Large Companies Risk Becoming Dinosaurs (Audio)
8 perc
601. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Gus Tai, General Partner at Trinity Ventures, on mergers and acquisitions: which sectors will have more on the way, which startups are good acquisition targets, and the need for companies to integrate data to keep competitive.
Brooks' Weber: Olympic Sponsorship Ban Hurting Athletes (Audio)
8 perc
600. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jim Weber, CEO of Brooks Running, the Seattle-based Berkshire Hathaway company, on issues surrounding the sponsorship ban on athletes during the Olympics.
Peter Kenny: Could See A 5% Correction Before Election (Audio)
12 perc
599. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Peter Kenny, Senior Market Strategist, Global Markets Advisory Group and Independent Strategist for Kenny & Co., on markets, stocks, and investment outlook.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
598. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: SiteOne Landscape Supply (SITE).
Wolfe's Mushkin: Leery of Anything in Food, Broadline Sectors
12 perc
597. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on Target and Lowe's earnings, and his outlook for the sector.
Bloomberg's Townsend on BKS: CEO Ouster, Company Outlook(Audio)
8 perc
596. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Matt Townsend, Retail Reporter for Bloomberg, on Barnes & Noble plunging after ousting CEO Ron Boire.
Bloomberg's Adragna on Emissions, Wayne on Trump Staff (Audio)
11 perc
595. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Anthony Adragna, Capitol Hill Environmental Reporter for Bloomberg BNA, on trucks having to meet tightened gas emissions and fuel standards, and companies impacted.
Alex Wayne, White House Editor for Bloomberg, on the Trump staff shake-up, and Trump aide Manafort's Ukraine ties.
Kevin Giddis on Bonds: Shorten Duration, Ride It Out (Audio)
12 perc
594. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Kevin Giddis, Head of Fixed Income at Raymond James, on the bond market reaction to the Fed minutes, and investment outlook.
FTN's Low: Disagreement in Fed Continues Along Same Line(Audio)
8 perc
593. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Chris Low, Chief Economist at FTN Financial, with analysis of the FOMC minutes and the economy.
CUI Global's Clough on Capturing Global Gas Meter Market(Audio)
9 perc
592. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Bill Clough, CEO of CUI Global, on the company's new contract with Italian gas company SNAM RETE Gas, and how their technology will help capture a large share of the global gas meter market.
Summit's Harden on Low Volatility Investment Strategy (Audio)
8 perc
591. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David Harden, president and CIO of Summit Global Investments, discusses his low volatility investment strategy.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
590. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on winners, losers, and Stock of the Day: Fabrinet (FN).
Bloomberg's Naughton on Ford's Plan for Autonomous Car (Audio)
8 perc
589. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Keith Naughton, Auto Editor-At-Large in Detroit for Bloomberg News, on Bloomberg TV's interview with Ford CEO Mark Fields, detailing Ford's plans for autonomous vehicles.
LED's Pierson on Economic Impact of the Louisiana Flood (Audio)
8 perc
588. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Don Pierson, Louisiana’s Secretary of Economic Development, on the economic impact of the Louisiana flooding.
Bloomberg's Hammond on Praxair, Wayne on Trump's Bad Deals(Aud)
11 perc
587. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Ed Hammond, Deals Reporter for Bloomberg News, on Praxair Inc. and Linde AG holding talks to combine, in a deal that could create the largest supplier of industrial gases.
Alex Wayne, White House Editor for Bloomberg, highlights political news: Trump's deal style may sour foreign policy.
E Squared's Funtleyder on Aetna Exiting Obamacare Plans (Audio)
12 perc
586. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Les Funtleyder, Portfolio Manager at E Squared Asset, on Aetna Inc. exiting most Obamacare markets, joining other major insurers.
HomeAdvisor's Hunter Sees Top of Multi-Family in 2017 (Audio)
8 perc
585. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brad Hunter, Chief Economist at HomeAdvisor, on Home Depot earnings, and an overview of home improvement and housing starts numbers.
Kabbage's Petralia on Licensing Fintech to Global Banks (Audio)
8 perc
584. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Kathryn Petralia, Co-Founder of Kabbage, on how global banks like ING and Scotiabank are leveraging Kabbage’s data and technology platform to give small businesses access to capital.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
583. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Select Comfort (SCSS).
RBC's Golub: Fed Rate Hike Will Be Positive For Market (Audio)
11 perc
582. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jonathan Golub, Chief US Market Strategist for RBC Capital Markets, on earnings growth and investment guidance for likely policy actions.
GVA's Garrity on Election Cybersecurity: Is It Hackable?(Audio)
12 perc
581. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David Garrity, Principal at GVA Research, on election cybersecurity and outdated voting machines: is the election hackable?
Ennaid's Harrison on Developing Cure for the Zika Virus (Audio)
8 perc
580. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
HEALTHCARE: Former microbiologist Darnisha Grant Harrison, CEO of Ennaid Therapeutics, on developing a technology that shows 99% effectiveness against the Zika virus, and the company's plans to be the first-to-market with a cure.
McDonough School's Quinn: Relation of Trade to Election (Audio)
12 perc
579. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Dennis Quinn, Professor of International Political Economy at Georgetown University’s McDonough School of Business, on new study: “Winners and Losers in International Trade: Effects on U.S. Presidential Voting."
RetailMeNot's Di Valerio: App, In-Store Ads To Grow EPS(Audio)
12 perc
578. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
RetailMeNot CFO Scott Di Valerio, on Q2 earnings, current project pipeline, and outlook for back-to-school shopping.
Teneo's Harris: Abe's Hands Are Tied to Course of Action(Audio)
8 perc
577. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Tobias Harris, Japan Analyst at Teneo Intelligence, on Japan's GDP and monetary policy, and the government's stock buying spree.
WBB's Brozak on Biotech Picks: CEMP, TTOO, OMER (Audio)
8 perc
576. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Steve Brozak, President of WBB Securities, with a look at biotech stocks, and his current investment recommendations.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
575. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Planet Fitness (PLNT).
A&G's Kramer on Stocks: Favorite Pick is Arista Networks(Audio)
12 perc
574. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Hilary Kramer, President and Chief Investment Officer of A&G Capital, discusses the impact of the Rio Olympics on US advertisers, sponsors and Brazil stocks, and gives her current favorite U.S. equities.
DSTLD's Lynn, SeedInvest's Feit, on Investor Web Portal (Audio)
12 perc
573. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
LUXURY: Mark Lynn, CEO of DSTLD, a direct-to-consumer luxury e-commerce brand, and Ryan Feit, SeedInvest CEO, on the company's investor portal and plans for growth.
Acacia's Gavin on EPS: Global Explosion for Bandwidth (Audio)
8 perc
572. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Gavin, CFO of Acacia Communications, on their first reported earnings, and performance since IPO'ing this May.
Bloomberg's Nizza on Clinton Tax Return, Trump Polls (Audio)
12 perc
571. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mike Nizza, Executive Editor for Bloomberg Politics, on the Clintons' tax return, and the latest battleground polls, which are brutal for Trump.
Cannabase's Beck: Growing Online Marijuana Marketplace (Audio)
12 perc
570. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jennifer Beck, Co-Founder and Managing Director of Cannabase, on creating an online wholesale marijuana marketplace that connects commercial growers with retailers and dispensaries.
Bloomberg's Goyal on JCP: Managing Debt, Moving Forward (Audio)
8 perc
569. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Poonam Goyal, Senior US Retail Analyst for Bloomberg Intelligence, on JC Penney 2Q results.
Bloomberg's Nicholson on Trump and Treasury (Correct)(Audio)
8 perc
568. rész
(Corrects spelling in description)
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jonathan Nicholson, Capitol Hill Budget reporter for Bloomberg BNA, on a Trump economic advisor saying the Treasury Department should take advantage of low rates by issuing more long-term debt.
Author Barbassa on Book About Rio's Challenge With the Olympics
8 perc
567. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Author Juliana Barbassa, on her book, "Dancing With The Devil In The City of God," an account of the struggle Rio de Janeiro faces on the brink of the 2016 Olympics.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
566. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, Stock of the Day: Masonite International (DOOR).
Cowen's Chen: We Are Seeing the Modernization of Macy's (Audio)
11 perc
565. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Oliver Chen, Senior Retail Analyst at Cowen and Company, on the big retail earnings today: Macy's, Nordstroms, Kohl's.
Marrone Bio's CEO on Developing Biological Pesticides (Audio)
12 perc
564. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Dr. Pam Marrone, Founder & CEO of Marrone Bio Innovations (Nasdaq: MBII), on Q2 earnings, and developing environmentally biological products for pest management and plant health.
KraneShares' Ahern on Alibaba Earnings, Stock Buyback (Audio)
12 perc
563. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brendan Ahern, CIO of KraneShares, on Alibaba earnings and outlook, as well as other China stock picks.
Tidal New York's Gibb Brothers Make Flip-Flops in USA (Audio)
12 perc
562. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
SMALL BUSINESS FOCUS: Tim and Tommy Gibb, Founders of Tidal New York, will discuss starting their own flip flop company, and why America can once again become a player in footwear manufacturing.
Taboola's Singolda: Advertising Shift to 'Storytelling' (Audio)
8 perc
561. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Adam Singolda, Founder and CEO of Taboola, on the company's recent acquisition, and the Internet ad space.
Fiduciary's Andersen: Attractive Time for US High Yield (Audio)
11 perc
560. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Peter Andersen, Chief Investment Officer at Fiduciary Trust in Boston, on markets and investing.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
559. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: American Public Education (APEI).
Bob Robotti Says Subsea 7 Is a Compelling Investment (Audio)
12 perc
558. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bob Robotti, Founder and President of Robotti & Co., on risks and opportunities in MLPS and oil drilling stocks.
Dana Telsey on Retailers Entering Multiple Categories (Audio)
8 perc
557. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Dana Telsey, CEO of Telsey Advisory Group, on retail: this week's big earnings and outlook for the sector.
Hoover's Kori Schake on Turkey/Russia: We Can Be Trouble(Audio)
12 perc
556. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Kori Schake, Former White House Director at the National Security Council and Research Fellow at the Hoover Institution, with a geopolitical look at Russia and Turkey, and why she was one of the 50 GOP security experts to sign a letter opposing Trump.
Kroll's Whalen Says It's Hard To Get Bid For Ginnie Maes(Audio)
12 perc
555. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Chris Whalen, Senior Managing Director at the Kroll Bond Rating Agency, on mortgage rates, the BOE bond buying shortfall, and the Fed.
Bloomberg's Sasso on Delta's Worldwide Computer Failure (Audio)
8 perc
554. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Michael Sasso, Airline reporter for Bloomberg, discusses the Delta Air Line's worldwide computer failure.
Bloomberg's Ranganathan on Disney's EPS, BAMtech Stake (Audio)
8 perc
553. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Geetha Ranganathan, Bloomberg Intelligence Technology and Media Analyst, on Disney earnings.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
552. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Nevro (NVRO).
AAM's Colyer on Equities: Avoid Defensive and Expensive (Audio)
12 perc
551. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Scott Colyer, CEO and Chief Investment Officer of Advisors Asset Management (AAM), on his investment and economic outlook.
HSBC's Bowers on Opportunities in the High Yield Market (Audio)
12 perc
550. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mary Bowers, Senior Portfolio Manager at HSBC Global Asset Management (GAM), on why the 2016 high yield run is not likely to abate in the foreseeable future.
Bloomberg's Rye on Congressional Fight Over Zika Funding(Audio)
8 perc
549. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brian Rye, Senior Health-Care Policy Analyst for Bloomberg Intelligence, on how the Olympic Zika threat could bite Congress during their summer recess.
Bloomberg's Krutoholow on Valeant, Halperin on Election (Audio)
11 perc
548. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Liz Krutoholow, Specialty Pharma and Biotech Analyst for Bloomberg Intelligence, on Valeant earnings and outlook.
Mark Halperin, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: Trump's economic speech; status of GOP defections; Independent candidate Evan McMullin.
Iridium's Desch: NEXT Satellite Launch Will Boost Growth(Audio)
12 perc
547. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Matt Desch, CEO of Iridium, on launching its NEXT generation constellation of satellites with SpaceX, which will make it the largest commercial constellation in space.
Louisiana's Pierson: Developing Workforce with FastStart(Audio)
8 perc
546. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Don Pierson, Louisiana’s Secretary of Economic Development, on LED FastStart, a workforce development initiative that’s helping Louisiana grow its economy while serving as a model for the nation.
Pershing's Nagappan on Fintech: Disruptive vs. Enhancing(Audio)
8 perc
545. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ram Nagappan, Chief Information Officer of Pershing, on fintech and the era of the digital advisor.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
544. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Boise Cascade (BCC).
Fiduciary's Sanchez on Investing in a Tortoise Economy (Audio)
12 perc
543. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ron Sanchez, Chief Investment Officer of Fiduciary Trust Company International, with his investment and economic outlook, and finding stocks in a "tortoise" economy.
Mosaic's Rosen on Lending Money to Solar Homeowners (Audio)
12 perc
542. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Dan Rosen, Co-Founder and President of Mosaic, on the companye's recent funding of $220 million, and how the company makes money lending to solar homeowners.
Life Extension's Faloon on Science Behind Age Reversal (Audio)
8 perc
541. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
HEALTHCARE: Bill Faloon, Co-Founder of the Life Extension Foundation, on the RAAD Fest, the world's largest gathering of life extension enthusiasts, and the science behind age reversal.
David Malpass: Trump's Tax Cut To Increase Median Income(Audio)
12 perc
540. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David Malpass, founder of the consulting firm Encima Global and a veteran of the Reagan and second Bush administrations, is part of Trump's new economic team and will discuss Trump's economic agenda.
SJ's Jindel on Walmart Buying Jet.com: Insulting Mistake(Audio)
12 perc
539. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Satish Jindel, President of SJ Consulting Group, discusses why Walmart buying Jet.com for $3.3 billion is a bad deal.
Bloomberg's Butler on Potential of New Apple iPhones (Audio)
8 perc
538. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on the new Apple iPhone, which touts new advances in the camera.
Bloomberg's Levin on Issues Surrounding Rio Olympics (Audio)
8 perc
537. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jonathan Levin, Latin America M&A reporter for Bloomberg, reporting from Rio de Janeiro, on the social and economic outlook for the Rio Olympic Games.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
536. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Shenandoah Telecommunications (SHEN).
Advisors' Chuck Lieberman Likes Exxon Mobil, Citigroup (Audio)
12 perc
535. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Chuck Lieberman, Chief Investment Officer & Managing Partner at Advisors Capital Management LLC, on markets and investing.
Bloomberg's Halperin on Trump's Economic Team Picks (Audio)
12 perc
534. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mark Halperin, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: Trump picks economic team; Trump sinking in polls; candidates' fundraising.
Marcus & Millichap's Nadji on Q2 Earnings, Real Estate (Audio)
8 perc
533. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Hessam Nadji, CEO of Marcus & Millichap, on the company's earnings, and how jobs are impacting demand for commercial real estate.
Former Prime Minister of Pakistan Aziz on New Memoir (Audio)
12 perc
532. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Former Prime Minister of Pakistan Shaukat Aziz shares stories from his new book, "From Banking To The Thorny World Of Politics."
Indeed.com's Sinclair Sees Discontent in Labor Market (Audio)
12 perc
531. rész
(Bloomberg) -- Taking Stock with Pimm Fox and Matt Miller.
GUEST:
Tara Sinclair, Chief Economist at Indeed.com, on the jobs numbers and a recent report uncovering worker discontent in the US despite a strong job market.
DOL's Lu on Jobs: Good Report, But Unemployment a Focus (Audio)
8 perc
530. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Chris Lu, Deputy Secretary at the Department of Labor, on the July jobs report.
`
BNY's Marvin Loh Expects More Central Banks as Dovish (Audio)
13 perc
529. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Marvin Loh, Senior Global Markets Strategist at BNY Mellon, on the bond markets, following the BOE's rate cut and stimulus package.
Bloomberg's Greiling Keane on Obama's ISIS Strategy (Audio)
13 perc
528. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Angela Greiling Keane, White House reporter for Bloomberg News, previews Obama's press conference at the Pentagon, following a National Security Council Meeting on the counter-Islamic State campaign.
Altegris' Rivkin: Robo Investors Outpacing Fundamentals (Audio)
12 perc
527. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jack Rivkin, CEO and Chief Investment Adviser for Altegris, on the markets and investing.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
526. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Houghton Mifflin Harcourt (HMHC).
HFE's Weinberg Still Forecasts Global Economic Downturn (Audio)
20 perc
525. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Carl Weinberg, Chief Economist and Managing Director for High Frequency Economics, on the BOE's rate cut and stimulus package, and outlook for the global macro economy.
Bloomberg's McLoughlin on Gun Tax, McCormick on Trump (Audio)
11 perc
524. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Jennifer McLoughlin, tax reporter for Bloomberg BNA, on the debate shift in gun control: whether states and local tax laws can target firearms and ammunition.
John McCormick, Bloomberg politics reporter, on the latest election polls, the state of the Trump campaign, and the Clinton campaign looking to court Republicans.
Arrowsight's Aronson: Remote Video Auditing for Health (Audio)
12 perc
523. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
SMALL BUSINESS: Adam Aronson, CEO of Arrowsight, on optimizing worker productivity using third-party video surveillance or remote video auditing (RVA) technology- one of the fastest growing areas of security.
Miller Samuels' Miller: Real Estate Market Soft at Top (Audio)
8 perc
522. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jonathan Miller, President and CEO of Miller Samuel, on the Manhattan luxury-condo glut ending the developer rush for land deals.
BNEF's Morsy on Tesla: Investors Want Numbers vs. Vision(Audio)
8 perc
521. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Salim Morsy, Advanced Transport Analyst for Bloomberg New Energy Finance, on Tesla's earnings and outlook for the company.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
520. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Nationstar Mortgage (NSM).
Harvard's Lawrence: Without TPP, China Will Set Rules (Audio)
12 perc
519. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Economist Robert Lawrence, the Albert L Williams Professor of International Trade and Investment at Harvard Kennedy School, on the pros and cons of the TPP trade agreement, and why the U.S. needs to participate. Live from Smith & Wollensky in Boston.
Eaton Vance's Allison Sees Dividend Stocks as Expensive (Audio)
12 perc
518. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mike Allison, Equity Portfolio Manager at Eaton Vance Management, on dividend investing and global uncertainty. Live from Smith & Wollensky in Boston.
Bloomberg's Heilemann on Trump, Fracture of Republicans (Audio)
8 perc
517. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Heilemann , co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: Trump refuses to endorse Ryan/McCain; George Bush criticizes Trump; Clinton campaign.
Commonwealth's Birke: Millenials Miss the Human Touch (Audio)
12 perc
516. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Kol Birke, Senior Vice President, Technology Strategy and Financial Behavior Specialist at Commonwealth, on technology innovation and spending patterns of millennials. Live from Smith & Wollensky in Boston.
Smith & Wollensky's Kim Lapine on Expanding the Brand (Audio)
8 perc
515. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Kim Lapine, Senior VP of Marketing at Smith & Wollensky, on the company outlook and their recent sale to Irish investment company, Danu. Broadcasting live from Smith & Wollensky in Boston.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
514. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Texas Roadhouse (TXRH).
Newton's Markham Recommends International Equities (Audio)
11 perc
513. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Paul Markham, Global Equities Portfolio Manager for Newton/Dreyfus International Equity Fund (Class I SNIEX), on why now is the time to increase exposure to international equities.
Bloomberg's Halperin on Trump's Ongoing Fight with Khans(Audio)
12 perc
512. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mark Halperin, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: Khan/Trump, House Republican supports Hillary.
Bloomberg's Konolige on NY Approving Nuclear Subsidies (Audio)
8 perc
511. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Kit Konolige, Senior Industry Analyst for Bloomberg Intelligence, on NY regulators approving nuclear subsidies, and mandating 50% of the state’s electricity to come from renewable energy sources by 2030.
Actor Adam Driver on Bringing Theater to the Military (Audio)
11 perc
510. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Actor and former marine, Adam Driver (Star Wars, Girls), is also the Founder of Arts in the Armed Forces (AITAF), which brings the best modern American theater to the military free of charge.
Waste Management's Fish on Adapting to Recycling Crisis (Audio)
12 perc
509. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Jim Fish, President of Waste Management, on the company's earnings, the recycling “crisis” and where the company is headed to overcome and adapt.
Edmunds' Caldwell: Automakers Using Attractive Financing(Audio)
8 perc
508. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jessica Caldwell, Executive Director of Industry Analysis for Edmunds.com, on July auto sales.
Axiom's Johnson on Solar Market: Weakening U.S. Demand (Audio)
8 perc
507. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Gordon Johnson, Head of Alternative Energy, Metals & Mining & Equip and Managing Director at Axiom Capital Management on solar: Tesla lowering bid for SolarCity, Trina Solar going private, and weakening US solar demand.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
506. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Insperity (NSP).
Federated's Orlando: Market Feels Similar to Tech Bubble(Audio)
11 perc
505. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Phil Orlando, Chief Equity Strategist at Federated Investors, weighs in on the stock market, investments, oil and the Fed.
Allied Universal's Jones: Remote Video Monitoring Growth(Audio)
12 perc
504. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Steve Jones, CEO of Allied Universal, on the completion of their merger--creating the largest security company in North America--and future opportunities in the industry.
Columbia's Finel-Honigman on the DNC, Election Outlook (Audio)
7 perc
503. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on the DNC and how Hillary Clinton will incorporate Bernie Sanders' platform.
KraneShares' Ahern: China's Domestic Consumption Economy(Audio)
12 perc
502. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brendan Ahern, Chief Investment Officer of KraneShares, on China's July PMI and China's Didi Chuxing acquiring Uber's operations in the country.
Cantel's New CEO Hansen on Growth: New Products, M&A (Audio)
12 perc
501. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jorgen Hansen, CEO of Cantel Medical Corp (NYSE: CMN), on the future plans for the company as he takes the helm today.
ISM's Holcomb on July Report: Growing But Decelerating (Audio)
8 perc
500. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brad Holcomb, Chairman of the Manufacturing Business Survey at the Institute for Supply Management, on the July ISM report.
Team Rotondo on The Delicate Art of Handicapping Horses
8 perc
499. rész
(Bloomberg) -- Taking Stock with Pimm Fox and Matt Miller.
GUESTS
Lee Davis and Peter Rotondo
Handicappers
Team Rotondo
Bill Fitzpatrick: Central Banks May Be Coming To Their Senses
11 perc
498. rész
(Bloomberg) -- Taking Stock with Pimm Fox and Matt Miller.
GUEST:
Bill Fitzpatrick
Global Equity Analyst
Manulife Asset Management
Joe Turcotte on The Classic Speed and Style of Gar Wood Boats
12 perc
497. rész
(Bloomberg) -- Taking Stock with Pimm Fox and Matt Miller.
GUEST
Joe Turcotte
Gar Wood Custom Boats
Betsy Babcock on The Changing American Egg Industry
8 perc
496. rész
(Bloomberg) -- Taking Stock with Pimm Fox and Matt Miller.
GUEST
Betsy Babcock
Co-Founder
Handsome Brook Farm
Wendy Schiller: Republicans and The Politics of Fear
12 perc
495. rész
(Bloomberg) -- Taking Stock with Pimm Fox and Matt Miller.
GUEST:
Wendy Schiller
Professor of Political Science
Brown University
Brendan Brown on The BOJ's Bloated Balance Sheet
12 perc
494. rész
(Bloomberg) -- Taking Stock with Pimm Fox and Matt Miller.
GUEST:
Brendan Brown
Chief Economist and Head of Economic Research
Mitsubishi UFJ
Talend CEO Mike Tuchen On The Company's $94 Million IPO
8 perc
493. rész
(Bloomberg) -- Taking Stock with Pimm Fox and Matt Miller.
GUEST:
Mike Tuchen
Chief Executive Officer
Talend Inc.
producer Darius Rafieyan +1-212-617-2984 drafieyan@bloomberg.net
Roger McNamee: Tech is the Oasis In a Boring Market (Audio)
12 perc
492. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Roger McNamee, Founding Partner of venture capital firm Elevation Partners, on the markets and a look at the technology landscape.
SRG's Flickinger on Amazon: Harvesting Capex (Correct)(Audio)
7 perc
491. rész
(Corrects initials in headline)\u0010 (Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Burt Flickinger, Managing Director, Strategic Resource Group, on Amazon earnings, and why the company is unstoppable.
Bloomberg's Ciolli on Winners, Losers, Stock of the Day (Audio)
13 perc
490. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor Joe Ciolli on today's market winners, losers, and Stock of the Day: Whole Foods Market (WFMI).
Bloomberg's Rana on Oracle Buying Cloud Market Share (Audio)
8 perc
489. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Anurag Rana, Senior Analyst of Software & IT Services for Bloomberg Intelligence, on Oracle buying NetSuite in deal valued at $9.3 billion.
Actress Anna Gunn on New Wall Street Film, 'Equity' (Audio)
12 perc
488. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Actress Anna Gunn, star of "Breaking Bad," will discuss her upcoming film, "EQUITY," the first female driven Wall Street film, opening July 29th.
B-Line Medical's Thompson on Video-Based Health Safety (Audio)
12 perc
487. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
SMALL BUSINESS FOCUS: Hartley Thompson, President of B-Line Medical, on providing medical schools, training schools, and other hospitals with a video-based technology to improve patient safety.
Ford's Shanks on EPS and Launch of New Super Duty Truck (Audio)
8 perc
486. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bob Shanks, CFO of Ford Motor Co., on 2Q earnings, the upcoming launch of their new super duty truck, and Ford credit.
Bloomberg's Waral on Facebook: Ad Metrics Tough to Beat (Audio)
8 perc
485. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jitendra Waral, Global Internet and Consumer Electronics Analyst for Bloomberg Intelligence, on Facebook earnings.
Bloomberg's Ciolli on Winners, Losers, Stock of the Day (Audio)
13 perc
484. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks reporter Joe Ciolli on today's market winners, losers, and Stock of the Day: Coca-Cola Co. (KO).
Michael Cuggino on Facebook: So Many Avenues to Monetize(Audio)
12 perc
483. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Michael Cuggino, President and Portfolio Manager of Permanent Portfolio Family of Funds, with a broad look at the markets and the big tech earnings this week, including Apple and Facebook.
Plosser on Fed: Data Reliance Fluctuates, No Strategy (Audio)
12 perc
482. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS- Charles Plosser, former President of the Philadelphia Fed, weighs in on the FOMC meeting and rate decision, and what lies ahead for the economy.
S&P's Zino on AAPL: Need to Stabilize Replacement Cycle (Audio)
8 perc
481. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Angelo Zino, equity analyst for S&P Global Market Intelligence, with an Apple earnings preview.
Bloomberg's Ciolli on Winners, Losers, Stock of the Day (Audio)
13 perc
480. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks reporter Joe Ciolli on today's market winners, losers, and Stock of the Day: Centene (CNC).
PureFunds' Chanin Sees Non-Gaming Companies Adopting AR (Audio)
12 perc
479. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Andrew Chanin, CEO of PureFunds, discusses investing in video gaming and drones, Nintendo earnings preview, and how augmented reality--spurred on by Pokemon GO!--will be used by all kinds of business going forward.
CUNY's Brown: 'Messiness, Reconciliation' at Conventions(Audio)
12 perc
478. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Heath Brown, Assistant Professor of Public Policy at the City University of New York (CUNY), weighs in on the DNC, and the political process at the conventions.
Conference Board's Franco, Zillow's Gudell, on Economy (Audio)
7 perc
477. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Lynn Franco, Director of Economic Indicators of the Conference Board, with an overview of their July CCI (Consumer Confidence Index) report, and Svenja Gudell, Chief Economist of Zillow, on today's housing numbers.
Chapdelaine's Borthwick Sees USD/JPY at 95 in Next Month(Audio)
8 perc
476. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, on currencies: the soaring yen and outlook for sterling.
LakeView's Rothbort: McDonald's Is Substitute For Bonds (Audio)
7 perc
475. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Scott Rothbort, Founder and President of LakeView Asset Management, on McDonald's earnings and the fast-food space.
USCF's Love Sees Oil Glut Likely To Persist in Near Term(Audio)
8 perc
474. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Love, President & CEO of USCF (United States Commodities Fund), with an outlook for oil and commodities, and their offering of oil ETFs.
Kiplinger's Housiaux on Candidates and Social Security (Audio)
8 perc
473. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Matthew Housiaux, reporter at The Kiplinger Letter, on how the presidential candidates will impact Social Security.
Bloomberg's Ciolli on Winners, Losers, Stock of the Day (Audio)
13 perc
472. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks reporter Joe Ciolli on today's market winners, losers, and Stock of the Day: E*TRADE Financial.
Brinker's Wilson: Consumer Discretionary Spending Increasing
11 perc
471. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Thomas Wilson, Senior Investment Manager and Managing Director of Wealth Advisory at Brinker Capital, on impact of election on markets, fixed income investment options, and strength of consumers.
BGC's Gillis Downgrades Apple to SELL on Product Pipeline (Aud)
12 perc
470. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Colin Gillis, Director of Research and Senior Technology Analyst at BGC Partners, on Verizon buying Yahoo! for $4.83 billion, and why he downgraded Apple to a SELL.
Premier's DeVore on Healthcare: Improve Clinical Data (Audio)
8 perc
469. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
HEALTHCARE: Susan DeVore, President and CEO of Premier, on drug pricing, outlook for the election, and healthcare priorities for the new administration.
Bloomberg's Murphy: Wasserman Shultz Won't Speak at DNC (Audio)
12 perc
468. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Megan Murphy, Washington DC Bureau Chief for Bloomberg News, with a DNC preview, and the impact of Debbie Wasserman Schultz's resignation.
Le Pain Quotidien's Satzman on New Product Offerings (Audio)
12 perc
467. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Doug Satzman, US CEO of Le Pain Quotidien, on the fast-casual space, the company outlook and new product offerings in development.
SuperData's Van Dreunen on Nintendo: Stick to Content (Audio)
8 perc
466. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Joost van Dreunen, CEO of SuperData Research, on Nintendo stock sinking after company said they wouldn't benefit as much from Pokemon GO! sales.
Patron's Alan on Tequila Becoming an Investment Spirit (Audio)
8 perc
465. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Patron’s in-house mixologist, David Alan, on the premiumization of tequila, the company's collaboration with Amazon Echo, and celebrating National Tequila Day on July 24.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
464. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Supreme Industries (STS).
Joe McAlinden Sees the US Entering a Stagflation Period (Audio)
12 perc
463. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Joe McAlinden, Founder of McAlinden Research Partners, on earnings, markets and stagflation.
Mecum's Murtaugh on Harrisburg Auction of Muscle Cars (Audio)
12 perc
462. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Sam Murtaugh, VP at Mecum Auctions, on their Harrisburg Auction of American muscle cars, and their upcoming Monterey Auction of modern supercars and exotics.
Flamingo Air's MacDonald Offers 'Mile-High-Club' Flights(Audio)
8 perc
461. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
David MacDonald, CEO of Flamingo Air, on offering romantic "mile-high-club" flights for customers, and their drone training school.
Bloomberg's Ubelhart on GE, Honeywell, Industrials Space(Audio)
11 perc
460. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on GE and Honeywell earnings, and the industrial space.
S&P's Amobi on Internet Video Spurring Shift in Pay TV (Audio)
12 perc
459. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Tuna Amobi, Equity Analyst with S&P Global Intelligence, on shifts in the overall U.S. pay TV industry, spurred by an emerging breed of “skinny” bundles of internet video offerings.
Porter Bibb Says CBS' David Rhodes Could Succeed Ailes (Audio)
8 perc
458. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on Roger Ailes' resignation from Fox News, and what will happen with the network's top talent.
A&G's Kramer: Bull Market To Continue, Stay Wary of Fed(Audio)
12 perc
457. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Hilary Kramer, President and Chief Investment Officer of A&G Capital, on the markets, 2Q earnings, and the Dow and S&P 500 setting new records.
Bloomberg's Soper on PayPayl Earnings and Pact With Visa(Audio)
8 perc
456. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Spencer Soper, Tech and E-Commerce reporter for Bloomberg News, on PayPal earnings and their new pact with Visa, as well as a look at eBay.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
455. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Imax (IMAX).
HomeAdvisor's Hunter: Homebuilders Will Feel Squeeze (Audio)
12 perc
454. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brad Hunter, Chief Economist at HomeAdvisor, on existing home sales numbers, home improvement and homebuilder trends.
LCPR's Eppink Says Draghi's Stimulus Plans Will Not Work(Audio)
8 perc
453. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Derk Jan Eppink, former member of the European Parliament, on the ECB meeting and the current challenges facing the EU.
Latino Coalition's Barreto on Appealing to Latino Voters(Audio)
12 perc
452. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Hector Barreto, Chairman of the Latino Coalition and former U.S. Small Business Administrator, is in Cleveland for the RNC, and will discuss where Latinos stand in the election landscape.
HourlyNerd's Biederman on the Future of the Gig Economy (Audio)
6 perc
451. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Rob Biederman, CEO and co-founder of HourlyNerd, on the gig economy and how technology will drive the future of work.
Conference Board's Goldstein on the June LEI Index (Audio)
8 perc
450. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ken Goldstein, Economist with the Conference Board, on the June LEI index.
Ford's Mielewski on Making Auto Parts Out of Agave Plant(Audio)
7 perc
449. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Deborah Mielewski, Senior Tech Leader of Materials Sustainability for Ford Motor Company, on their partnership with Jose Cuervo to make car parts out of agave.
Bloomberg's Srinivasan on Intel EPS: Very Solid Numbers (Audio)
8 perc
448. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on Intel and Qualcomm earnnings.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
447. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Exponent (EXPO).
Axiom's Johnson Sees Oil Price Lower, More Supply Coming(Audio)
12 perc
446. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Gordon Johnson, Head of Alternative Energy, Metals & Mining & Equip and Managing Director at Axiom Capital Management, on oil and what's been driving the commodity stock rally.
Tupperware's Goings: 92% of Business Is Outside the U.S.(Audio)
8 perc
445. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Rick Goings, Chairman and CEO of Tupperware Brands, on the company's robust Q2 earnings driven by international sales, and strategies going forward.
Author Spencer Jakab on Book: 'Heads I Win, Tails I Win'(Audio)
12 perc
444. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Author Spencer Jakab on his new book, "Heads I Win, Tails I Win: Why Smart Investors Fail and How to Tilt the Odds in Your Favor," and why some fund managers are overpaid and don't deserve the media attention and fees they receive.
Bloomberg's Porzecanski on Visium, Kapur on the RNC (Audio)
11 perc
443. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Katia Porzecanski, Hedge Fund reporter for Bloomberg News, on the red flags that presaged the downfall of $8 billion hedge fund Visium.
Sahil Kapur, White House Correspondent for Bloomberg, in Cleveland with the the latest news from the RNC, including the fallout from Melania Trump's speech.
BNY's Loh: Need To Get Used to Lower Yield Environment (Audio)
12 perc
442. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Marvin Loh, Senior Global Markets Strategist at BNY Mellon, on the bond markets, the Eurozone, and his outlook for investors.
Stuart Frankel's Guilfoyle Expects The ECB To Hold Still(Audio)
8 perc
441. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Stephen Guilfoyle, Chief Market Economist at Stuart Frankel & Co., on banks, the ECB meeting, and the Fed.
Bloomberg's Rana on Microsoft Boosted By Cloud Revenue (Audio)
8 perc
440. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Anurag Rana, Bloomberg Intelligence's Senior Software and IT Analyst, on Microsoft exceeding earnings estimates, boosted by cloud revenues.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
439. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Guess? (GES).
Wunderlich's Hogan: Bargains in Financials, Healthcare (Audio)
12 perc
438. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Art Hogan, Chief Market Strategist and Director of Research for Wunderlich Securities, on markets, today's big earnings, and where he is finding value.
Bloomberg's Sink on the Melania Trump Speech Controversy(Audio)
12 perc
437. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Justin Sink, Government reporter for Bloomberg News, reporting live from the RNC in Cleveland, on the Melania Trump speech controversy.
Bloomberg's Rie on US Antitrust Suits Against ANTM, AET (Audio)
8 perc
436. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jennifer Rie, Litigation Analyst for Bloomberg Intelligence, on US antitrust officials said to be readying suits against the Anthem and Aetna deals.
Kayak's Hafner on Tech Integrations, Terrorism Impact (Audio)
11 perc
435. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Steve Hafner, CEO of Kayak.com, on trends in the travel industry, tech integrations with Slack, Amazon and Facebook, and impact of terrorism and Zika.
Bloomberg's Sherman on the Favored Bidders for Yahoo (Audio)
12 perc
434. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Alex Sherman, M&A reporter for Bloomberg News, on bidders for Yahoo, and how the company is faring.
ZICO Founder Rampolla on New Book: 'High-Hanging Fruit' (Audio)
8 perc
433. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mark Rampolla, Founder and former CEO of ZICO Coconut Water, on his new book, "High-Hanging Fruit" about giving consumers a quality product while helping those in need.
IVA's de Vaulx Likes Astellas Pharma: A Great Bargain (Audio)
11 perc
432. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Charles de Vaulx, CIO of International Value Advisers (IVA), with a macro look at gold, equities - and the stocks he favors.
George Shultz: War and Religion Are Joined, Need to Adapt (Aud)
12 perc
431. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Former Secretary of State George Shultz, Distinguished Fellow at the Hoover Institution, on the US election and his new book, "Blueprint for America."
Bloomberg's Sweeney on Netflix EPS: Slowdown in New Subs(Audio)
8 perc
430. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Paul Sweeney, Director of North American Research and Media analyst for Bloomberg Intelligence, on Netflix's earnings miss, and a Yahoo earnings preview.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
429. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Wesco Aircraft Holdings (WAIR).
BlueStar's Schoenfeld: Israeli Stocks Leading Tech Rally(Audio)
6 perc
428. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Steven Schoenfeld, CIO of BlueStar Indexes, on why Israeli tech stocks are leading the tech rally.
Bloomberg's Bender on RNC Convention Lacking Excitement (Audio)
12 perc
427. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Michael Bender, Senior US Politics reporter for Bloomberg, in Cleveland for a look at the Republican National Convention.
Amicus' Crowley on Expanding Pipeline for Rare Diseases (Audio)
8 perc
426. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
HEALTHCARE: John Crowley, CEO of Amicus Therapeutics, on expanding its pipeline of treatments for rare and orphan diseases.
Gareth Jenkins on Turkey: U.S Relations Will Be Strained(Audio)
11 perc
425. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Gareth Jenkins, Political Security Analyst based in Istanbul, on the geopolitical situation and outlook for Turkey, following the most recent terrorist attack.
Bloomberg's Srinivasan on SoftBank Buying ARM Holdings (Audio)
8 perc
424. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on SoftBank Group agreeing to buy ARM Holdings for 24.3 billion pounds ($32 billion).
ICSVE's Speckhard on Fighting ISIS Using Social Media (Audio)
13 perc
423. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Dr. Anne Speckhard, Adjunct Associate Professor of Psychiatry at Georgetown University School of Medicine and Director of the International Center for the Study of Violent Extremism (ICSVE), on the ISIS video they obtained which suggested various ways of attack-- including running over people.
Bloomberg's Niquette on Trump's VP Pick, RNC Preview (Audio)
8 perc
422. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mark Niquette, Politics and National Government reporter for Bloomberg News, on Trump's VP announcement of Governor Mike Pence and an RNC preview.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
421. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers and Stock of the Day: Straight Path Communications (STRP).
Manulife's Mattioli on Banks: It's Not All About Energy (Audio)
12 perc
420. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mike Mattioli, Portfolio Manager at Manulife Asset Management, on stocks and today's bank earnings: Citigroup, US Bancorp and Wells Fargo.
FJ's Calle on Restoring Vintage Toyota FJ Land Cruisers (Audio)
12 perc
419. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
LUXURY: Nelson Calle, CEO of The FJ Company, on restoring vintage Toyota FJ Land Cruisers, and the value of vintage cars as an investment vehicle.
Ev Ehrlich on How Presidential Election Will Impact Tech(Audio)
12 perc
418. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ev Ehrlich, Former Undersecretary of Commerce for the Clinton Administration, on how this presidential election could affect the future of U.S. technology.
Trinity's Tai on Pokemon Go: Gameplay Is New Blockbuster(Audio)
8 perc
417. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Gus Tai, general partner at Trinity Ventures, on the rise of Pokemon Go, what it means for consumers, Nintendo, and the video game industry at large.
Frank Holmes: Airlines Are Cheapest Industry in S&P 500 (Audio)
8 perc
416. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Frank Holmes, CEO and CIO of US Global Investors, on Delta earnings and airline stocks.
HighTower's Weissbluth Commits to Fiduciary Standards (Audio)
12 perc
415. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Elliott Weissbluth, Founder and CEO of HighTower, on the importance of financial wellness and fiduciary standards.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
414. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: FTD (FTD).
KBW's Cannon: Banks Will All Be Focusing on Expenses (Audio)
8 perc
413. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Fred Cannon, Global Director of Research at KBW, on JPM and bank earnings.
Bloomberg's Halperin on Trump/Pence, Mulvany on Monsanto(Audio)
11 perc
412. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Lydia Mulvany, Agriculture Americas reporter for Bloomberg News, on Bayer raising the bid for Monsanto to $125 a share.
Mark Halperin, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” live weekdays at 5 pm ET/PT, highlights political news: Trump signals Mike Pence as VP pick.
Locus' Welty Builds Warehouse Robots to Work With Humans(Audio)
12 perc
411. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
SMALL BUSINESS: Bruce Welty, Founder of Locus Robotics, on the race to fill the e-commerce warehouse robotics void, and how is company is filling the gap.
Danny Blanchflower on BOE: Big Mistake to Not Cut Rates (Audio)
8 perc
410. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Leading labour economist Danny Blanchflower, Professor of Economics at Dartmouth College and Bloomberg Television Contributing editor, on the Bank of England's rate decision and the new UK leadership.
BMO's Ablin on Corporate Bonds: I Don't See Much Value (Audio)
12 perc
409. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jack Ablin, Chief Investment Officer for BMO Private Bank, on global markets and US stocks and bonds.
Alston & Bird's Shimp on South China Sea Ruling Impact (Audio)
8 perc
408. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Eric Shimp, policy advisor in Alston & Bird’s International Trade & Regulatory Group, on the trade impact of the South China Sea ruling.
Bloomberg's Hutton on the UK Leadership Appointments (Audio)
4 perc
407. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Robert Hutton, UK government and politics reporter for Bloomberg, on the latest UK leadership appointments.
Eurasia Advisors' Conn on Investing in Russia, Ukraine (Audio)
20 perc
406. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Richard Conn, Managing Partner Eurasia Advisors, on investing in Russia, Ukraine and CIS markets, and how Brexit has impacted the region.
Bloomberg's Porter on INTC/McAfee, Heilemann on VP Picks(Audio)
12 perc
405. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Kiel Porter, Deals Americas reporter for Bloomberg, on Intel's McAfee unit drawing interest from private firms, as the company considers selling the business.
John Heilemann, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: Vice President picks and process.
Stifel's Piegza: Could Be Discussing US Recession Again (Audio)
12 perc
404. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Lindsey Piegza, Chief Economist at Stifel Nicolaus & Co., on the Beige Book, the Bank of England, and the Fed.
Eurasia's Rahman: UK Brexit Czar Choice Will Be Critical(Audio)
8 perc
403. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mujtaba Rahman, Practice Head of Europe at Eurasia Group, on Theresa May today taking over from David Cameron to become the 54th British prime minister.
Bloomberg's Goyal, Clavis's Chaudhury: Amazon Prime Day (Audio)
8 perc
402. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Poonam Goyal, Senior Retail Analyst for Bloomberg Intelligence, and Supriya Chaudhury, CMO for Clavis Insight, on the e-commerce performance of Amazon Prime Day.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
401. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Belmond (BEL).
RBC's Golub Favors US Equities In Low Vol Environment (Audio)
12 perc
400. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jonathan Golub, Chief US Market Strategist for RBC Capital Markets, on the markets, earnings, and why the call for lower returns on equity is too early.
Conference Board's Maselli on European Labor Markets (Audio)
12 perc
399. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ilaria Maselli, Senior Economist, Europe, at the Conference Board, on the labor markets and future of employment of Europe.
Bloomberg's Larson: Why Tech Companies Get Sued in China(Audio)
8 perc
398. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Matt Larson, Litigation Analyst for Bloomberg Intelligence, on why tech companies are getting sued in China.
John Sculley Sees $10 Billion in Revenues for RxAdvance (Audio)
11 perc
397. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Former Apple and Pepsi CEO John Sculley on his current entrepreneurial endeavors in healthcare, and the strategies outlined in his new book "Moonshot!: Game-Changing Strategies to Build Billion-Dollar Businesses."
Pemberton's Durcikova: Investing in Toronto Real Estate (Audio)
12 perc
396. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mariana Durcikova, Broker at Pemberton Group, on the benefits to investing in Toronto real estate, compared to NYC.
Shire's Ornskov on $1 Billion Potential for Dry-Eye Drug(Audio)
8 perc
395. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Shire CEO Flemming Ornskov on the outlook for the company after getting FDA approval for Xiidra drops to treat dry-eye disease.
Gong.io's Bendov on Pioneering Intelligence Sales Tool (Audio)
8 perc
394. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Amit Bendov, CEO and Co-Founder Gong.io, will discuss his new sales intelligence tool, the evolution of artificial intelligence, and how different industries are using it.
Columbia's Davis on Finding Quality Dividend Stocks (Audio)
11 perc
393. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Scott Davis, Senior Portfolio Manager and Head of Income Strategies at Columbia Threadneedle Investments, on investing for income in a low yield, low growth environment.
Jefferies' Rubel Likes Boeing Long Term: Well Positioned(Audio)
12 perc
392. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Howard Rubel, Senior Equity Research Analyst of Aerospace & Defense Electronics at Jefferies LLC, with an overview of the aerospace sector, Boeing, and the Farnborough airshow in England.
EnChroma's Schmeder on Bringing Color to the Colorblind (Audio)
8 perc
391. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Andy Schmeder, CEO and Co-Founder of EnChroma, on their eyeglass technology that helps colorblind people see color.
Bloomberg's Hutton on New UK Prime Minister Theresa May (Audio)
12 perc
390. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Rob Hutton, UK government and politics reporter for Bloomberg, on Home Secretary Theresa May to succeed David Cameron as the UK prime minister.
Author Freudenheim on Book: 'The Brooklyn Experience' (Audio)
12 perc
389. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ellen Freudenheim, author of her fourth guidebook, “The Brooklyn Experience,” on the explosion of business, culture and development in Brooklyn.
Macquarie's Young on Impact of Split to Alcoa Earnings (Audio)
8 perc
388. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Anthony Young, Metals & Mining Analyst for Macquarie, on Alcoa earnings - the unofficial kickoff to earnings season.
Houlihan Lokey's Russo on Growing Appeal of Soccer in US(Audio)
8 perc
387. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Digital sports media expert Chris Russo, Managing Director of Houlihan Lokey's Technology•Media•Telecom Group, on the growing appeal of global soccer among U.S. fans and investors.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
386. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, Stock of the Day: PriceSmart (PSMT).
APERS Borromeo Sees Fed on Hold, 'Data Is Not There' (Audio)
12 perc
385. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Carlos Borromeo, Chief Investment Officer of APERS (Arkansas Public Employees Retirement System), on the markets and his bullish call on bonds.
Vintner Kathryn Hall on Hall Wines' Platinum Collection (Audio)
12 perc
384. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
LUXURY: Kathryn Hall, Owner of Hall Wines in Napa Valley --and former United States Ambassador to Austria-- on their new luxury Platinum collection and her new book.
Derrick Parks on the Use of Bomb Robot on Dallas Sniper (Audio)
8 perc
383. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Derrick Parks, CEO of Metropolitan Protective Services Inc. and a former policeman, on the Dallas sniper attacks, and the use of a robot to kill the suspects.
OpCo's Gheit Sees $65 As Long-Term Sustainable Oil Price(Audio)
12 perc
382. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Fadel Gheit, Senior Analyst at Oppenheimer & Co, for a look at the oil markets and impact of Saudi terrorist attacks.
Bofa's Harris Says Bond Market Has Been Too Optimistic (Audio)
12 perc
381. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ethan Harris, Head of BofA Merrill Lynch Global Economics, on the jobs report and what it means for the economy and the Fed.
DOL's Lu on Need for Culture of Continuous Job Training (Audio)
8 perc
380. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Chris Lu, Deputy Secretary at the Department of Labor, on the June jobs report.
Modern Farmer's Miller on Waste of Cold Pressed Juices (Audio)
8 perc
379. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Sarah Gray Miller, Editor-in-Chief of Modern Farmer Magazine, on the "dirty secret" of the cold pressed juice industry.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
378. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers and Stock of the Day: Energizer Holdings (ENR).
BlackRock's Koesterich: Fed Doesn't Feel A Need to Rush (Audio)
12 perc
377. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Russ Koesterich, Head of Asset Allocation for BlackRock’s Global Allocation Fund, on global markets, and outlook on the Fed and Brexit.
Havens-Hasty: Prospects Are Good For WhiteWave-Danone (Audio)
12 perc
376. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Nancy Havens-Hasty, President and CIO for Havens Advisors, on Danone’s $10 billion takeover of WhiteWave Foods Co.
Bloomberg's Rye on Drug Price Battle Shifting to States (Audio)
8 perc
375. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Brian Rye, Senior Healthcare Policy Analyst for Bloomberg Intelligence's Government Team, on how the battle over rising drug prices may shift from the federal level to the states.
Bloomberg's Syeed on Comey, Jacobs on Trump's Campaign (Audio)
12 perc
374. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Nafeesa Syeed, National Security reporter for Bloomberg News, on FBI Chief James Comey's testimony before the House, regarding his recommendation against criminal charges for Hillary Clinton.
Jennifer Jacobs, Senior National Political Reporter for Bloomberg News, on Trump's not-so-secret VP search, and his meeting today with House Republicans.
S&P's Agnese on PepsiCo: New Products Will Boost Revenue(Audio)
12 perc
373. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Joe Agnese, Consumer Staples Equities Analyst at S&P Global Market Intelligence, on PepsiCo earnings.
Oppenheimer's Jersey on US Treasuries: Limit Not Too Far(Audio)
8 perc
372. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ira Jersey, Fixed Income Strategist & Client Portfolio Manager at OppenheimerFunds, on post-Brexit opportunities in fixed income.
Bloomberg's Murphy on FBI Investigaton of Clinton Emails(Audio)
8 perc
371. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Megan Murphy, Bloomberg's Washington bureau chief, highlights political news of the day: fallout of FBI's investigation on Clinton's emails; election update.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
370. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Cavium (CAVM).
Vine Street's Harris on Lack of Quality Assets in Repos (Audio)
12 perc
369. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Yra Harris, Global Macro Trader and in-house analyst for Vine Street Trading, on the markets, and the plunge in bond yields.
Global Risk's Won Cautions Against Brexit Overreaction (Audio)
12 perc
368. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Sam Won, Founder and Managing Director of Global Risk Management Advisors, on managing Brexit risks in investor portfolios.
Bloomberg's Boesler on Impact of May Jobs Report on Fed (Audio)
6 perc
367. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Bloomberg Fed reporter Matt Boesler with insight into the FOMC minutes.
EU's Harkin: Influx Seeking Irish Citizenship Post Brexit (Aud)
12 perc
366. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Marian Harkin, member of the EU Parliament’s Economic and Monetary Affairs Committee and former member of Ireland’s parliament, the Dail, on the UK succession vote, and impact on Ireland's economy and businesses, as Brexit fallout continues.
Peterson's Gagnon Doesn't Forecast a Rate Hike in 2016 (Audio)
20 perc
365. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Joseph Gagnon, a Senior Fellow at the Peterson Institute for International Economics, helped edit minutes for almost two years as a Fed economist, and will weigh in on the release of the FOMC minutes.
Author Isenberg on New Book on Class: 'White Trash' (Audio)
8 perc
364. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Author Nancy Isenberg, on her new book about the history of class in America, "White Trash: The 400-Year Untold History of Class in America," which obliterates the myth of America as a land of unbounded opportunity and social mobility.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
363. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers and Stock of the Day: American Renal Associates Holdings (ARA).
US Bank's Haworth Favors Dividend Equities Over Debt (Audio)
12 perc
362. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Rob Haworth, Senior Investment Strategist at U.S. Bank Wealth Management, on the equity markets and the commodities complex.
Stroz Friedberg's Software Analyzes Email for Threats (Audio)
12 perc
361. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ed Stroz, Co-Founder and Executive Chairman of security firm Stroz Friedberg, on their psycholinguistic SCOUT software, which detects insider threats using the psychology of language.
Bloomberg's Giammona on Hostess Brands Plan for an IPO (Audio)
8 perc
360. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Craig Giammona, Food and Restaurant reporter at Bloomberg News, on Hostess Brands' plans for an IPO.
Kissinger's Bob Hormats on Lack of European Leadership (Audio)
12 perc
359. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bob Hormats, Vice Chairman of Kissinger Associates, on a Brexit-linked slowdown, and impact on Europe and global markets.
Borthwick: Shrinking Global Influence Powers GBP Plunge (Audio)
12 perc
358. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, with a look at currencies and the sinking pound.
Panmure's Buik: UK Needs a Restoration of Confidence (Audio)
8 perc
357. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David Buik, Market Commentator at Panmure Gordon & Co. in London, on UK and Euro markets, and the UK Prime minister succession balloting.
Prestige's Schenker, Bloomberg's Adams-Heard, on Oil (Audio)
8 perc
356. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jason Schenker, President of Prestige Economics, on what this month's PMI numbers reveal about oil and commodity prices, and Rachel Adams-Heard, Americas oil team for Bloomberg, on the gas demand for July 4 weekend.
Mainstay's Kudla Sees Emerging Equities as Top Performer(Audio)
12 perc
355. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David Kudla, CEO and Chief Investment Strategist of Mainstay Capital Management, on fallout from Brexit on markets and investing.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
354. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Avery Dennison (AVY).
Portero's Clarbour on the Luxury Consignment Industry (Audio)
12 perc
353. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
LUXURY: Alexis Clarbour, Executive Director of Portero, on the pre-owned luxury goods market, and their extensive collection of pristine Hermès Birkin handbags.
Alan Baum Forecasts 2016 Auto Sales: Flat to Last Year (Audio)
8 perc
352. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Alan Baum, Principal at Baum and Associates, a West Bloomfield, Michigan-based research firm focused on automotive, for analysis of June auto sales and Tesla's autopilot car crash.
Dechert's Hood on Navigating the Uncertainties of Brexit(Audio)
12 perc
351. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Andrew Hood, Senior Director and Barrister-at-Law of Dechert LLP in London and former legal advisor to UK Prime Minister Cameron, on navigating the post-Brexit regulatory, business and trade challenges.
Cumberland's Burgess on Puerto Rico Defaulting on Debt (Audio)
12 perc
350. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Shaun Burgess, Portfolio Manager and Analyst, Fixed Income, at Cumberland Advisors, on Puerto Rico defaulting on their debt and what lies ahead.
ISM's Holcomb: All Indices Pointing in Right Direction (Audio)
8 perc
349. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brad Holcomb, Chairman of the Manufacturing Business Survey at the Institute for Supply Management, on the June ISM report.
Author Jake Bright on Race for E-Commerce Into Africa (Audio)
8 perc
348. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jake Bright, Whitehead Fellow of the Foreign Policy Association, and author of "The Next Africa," on eBay moving into Africa, e-commerce, and the continent's first tech unicorn.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
347. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Pier 1 Imports (PIR).
Geneva's Gimbel: 2017 Will Be Very Good Year for Stocks (Audio)
12 perc
346. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Don Gimbel, Portfolio Manager at Geneva Investment Management of Chicago, on how to invest in these unusual times.
Alston & Bird's Shimp on Trade Issues Surrounding Brexit(Audio)
12 perc
345. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Eric Shimp, policy advisor in Alston & Bird’s International Trade & Regulatory Group, outlines the trade issues surrounding Brexit and the EU.
OPKO's Bishop on FDA Approval Of Its Kidney Disease Drug(Audio)
8 perc
344. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Dr. Charles Bishop, CEO of OPKO Health Renal Division, to discuss the FDA’s approval of Rayaldee and the health issues surrounding chronic kidney disease
Bloomberg's Halperin on Bill Clinton Meeting With Lynch (Audio)
5 perc
343. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Mark Halperin, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: GOP Benghazi report; Bill Clinton meeting with Loretta Lynch.
Bloomberg's Sherman on Mondelez-Hershey, and Lions Gate(Audio)
5 perc
342. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Alex Sherman, Technology, Media and Telecom M&A reporter for Bloomberg News, on Lionsgate Buying Starz, and Mondelez bidding for Hershey.
LaSalle's Gimbel: Overtime Rule May Boost Unemployment (Audio)
12 perc
341. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
National labor market expert, Tom Gimbel, founder & CEO of LaSalle Network, on jobless claims and trends in the labor market: the enactment of the new overtime rule and increased minimum wage could cause unemployment to creep up.
HFE's Weinberg Sees BOE Disappointing on July Rate Cut (Audio)
8 perc
340. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Carl Weinberg, Chief Economist and Managing Director for High Frequency Economics, on BOE's Mark Carney promising to cut rates, and Boris Johnson pulling out of the race.
EXIM's Hochberg: Shelby EXIM Block Is Jeopardizing Jobs (Audio)
8 perc
339. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Fred Hochberg, Chairman and President of the Export-Import Bank of the United States (EXIM Bank), on their new competitiveness report, Brexit, and EXIM's 1 year anniversary since the lapse.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
338. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Unifirst (UNF).
Lakeview's Scott Rothbort Likes Glaxo and Whole Foods (Audio)
12 perc
337. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Scott Rothbort, President and Founder of Lakeview Asset Management, on impact of Brexit on the markets, outlook for the 2nd quarter, and his Restaurant and Food report.
Customer Growth's Johnson: Performance Fashion Peaking (Audio)
12 perc
336. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Craig Johnson, President of Customer Growth Partners, with a retail roundup: Back2School preview, Nike earnings, and impact of Primark on US stories.
Bloomberg's Clough: GE Shedding 'Too Big To Fail' Label (Audio)
8 perc
335. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Rick Clough, Industrial reporter for Bloomberg News, on GE winning approval to drop its designation as a too-big-to-fail financial instruction.
Gareth Jenkins Says Turkey Needs to Forge Relationships (Audio)
11 perc
334. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Gareth Jenkins, Political Security Analyst based in Istanbul, on the geopolitical situation and outlook for Turkey, following the most recent terrorist attack.
Raymond James' Giddis on Brexit Underpinning Bond Rally (Audio)
12 perc
333. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Kevin Giddis, Head of Fixed Income at Raymond James, on Brexit, impact on the bond markets and the Fed, and the Fed's bank stress tests.
Kocherlakota Says Fed Should Ease To Stimulate Economy (Audio)
8 perc
332. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Narayana Kocherlakota, Blooomberg View columnist and former Minneapolis Fed President, on Brexit, and why the Fed should be easing.
Morgan Stanley's Hornbach Favors 'Belly' of Yield Curve (Audio)
8 perc
331. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Matthew Hornbach, Global Head of Interest Rate Strategy at Morgan Stanley, on the global bond rally and negative rates.
Brean's Tchir Sees Brexit Risk to High Grade Corporates (Audio)
12 perc
330. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Peter Tchir, Head of Macro Strategy at Brean Capital, on global markets and scenarios for the Brexit fallout.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
329. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Babcock & Wilcox Enterprises (BW).
Baird's Loeb: Hotel REITS At Risk From Brexit Travel Cuts (AUD)
12 perc
328. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David Loeb, Baird Senior Research Analyst, to discuss his outlook on the hotel space as the summer travel season kicks off and Brexit takes hold.
Bloomberg's Ambrosio on VW Settling Cheating Claims (Audio)
8 perc
327. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Patrick Ambrosio, Environmental Reporter for Bloomberg BNA, on VW agreeing to pay $14.7 billion to settle its claims from the cheating scandal, one of the nation’s largest consumer class-action settlements on record.
Ken Fisher: Bureaucrat Negotiations Are Big Brexit Risk (Audio)
12 perc
326. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ken Fisher, Founder of Fisher Investments, on the impact of Brexit and this year's election on capital markets and the global economy.
Conference Board's Franco on the June CCI Report (Audio)
12 perc
325. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Lynn Franco, Director of Economic Indicators with the Conference Board, on the June Consumer Confidence (CCI) report.
Sprott's Smirnova on Gold: Still Seeing Lots of Upside (Audio)
7 perc
324. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Maria Smirnova, Portfolio Manager at Sprott Asset Management, on the latest outlook for gold, metals, and mining stocks.
Smead's Scherrer on Amazon: Won't Be the Death of Retail(Audio)
11 perc
323. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Tony Scherrer, Director of Research at Smead Capital Management, on the US stock market and where to find value in times of uncertainty.
MUFG's Brown: Biggest Risk is Italian Banking Meltdown (Audio)
20 perc
322. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brendan Brown, Chief Economist at MUFG, discusses why Brexit is the start of a European journey away from the failure of the EU.
Bloomberg's Robinson on Supreme Court Abortion Ruling (Audio)
4 perc
321. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Kim Robinson, Supreme Court reporter for Bloomberg BNA, on the Supreme Court striking down Texas abortion limits.
Nota Bene's Lassman: Creating Luxury Travel Experiences (Audio)
12 perc
320. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Anthony Lassman, co-founder of London and NY-based luxury travel company, Nota Bene Global, on creating the ultimate, custom luxury travel experiences.
Teneo's Nickel on the Rise of Populism and Impact to EU (Audio)
8 perc
319. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Carsten Nickel, Deputy Director of Research at Teneo Intelligence, on the future of Britain's leadership and the status of the EU countries.
Bill Rhodes: European Banks Will Be Challenged By Brexit(Audio)
15 perc
318. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Banker to the world Bill Rhodes, of William Rhodes Global Advisors, on Brexit implications for global central banks, trade and finance ministers.
Ed Rendell: Time For Trump To Show Some Specific Plans (Audio)
10 perc
317. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Ed Rendell, Former Pennsylvania Governor and Democratic National Committee Chairman, on the political implications of Brexit on the US election and landscape.
Hilltop's Grant Advises Looking At Closed-End Bond Funds(Audio)
9 perc
316. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Mark Grant, Chief Fixed Income Strategist at Hilltop Securities, for a macro look at the fixed income markets, in the aftermath of the Brexit vote.
S&P's Gunzberg on Brexit: North Sea Oil is Concerning (Audio)
12 perc
315. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jodie Gunzberg, Global Head of Commodities at S&P Dow Jones Indices, on the flight to gold, and a look at commodities.
OpCo's Gheit Sees New Normal of Oil Prices in the 60s (Audio)
9 perc
314. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Fadel Gheit, Senior Analyst at Oppenheimer & Co, for a look at the oil markets following the Brexit vote to "Leave."
Picknation's Budin on Why Bettors Got Brexit So Wrong (Audio)
8 perc
313. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Steve Budin, CEO at Picknation and Vice President of Gaming Nation, on the Brexit bookmaking, and why bettors got it so wrong.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
312. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Chesapeake Utilities (CPK).
Nicholas Colas: If You're Crying, You Should Be Buying (Audio)
12 perc
311. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Nick Colas, chief market strategist at Convergex, a global brokerage company based in New York, on today's market action, and impact from Brexit and the Russell rebalancing.
GlobalReach's Mulhall: 'Leave' Camp Could Be Unprepared (Audio)
20 perc
310. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ciaran Mulhall, Chief Investment Officer at Dublin-based GlobalReach Securities Ltd., on Brexit's impact to Ireland and the UK economy.
EU's Harkin on 'Significant Impact' of Brexit to Ireland(Audio)
12 perc
309. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Marian Harkin, member of the EU Parliament’s Economic and Monetary Affairs Committee and former member of Ireland’s parliament, the Dail, on Brexit and economic impact to Ireland.
Bloomberg's Micklethwait on Brexit Implications for EU (Audio)
12 perc
308. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Micklethwait, Editor-In-Chief for Bloomberg Editorial, on the outlook for the UK and Eurozone following Brexit.
Kit Juckes on Brexit: I Wouldn't Buy Sterling Pound Here(Audio)
8 perc
307. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Kit Juckes, Global Strategist at Societe Generale, for a look at currencies and the UK markets following the Brexit vote.
Bill Poole on Brexit: EU's Regulatory Burden Will Remain(Audio)
10 perc
306. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Bill Poole, former President of the Federal Reserve Bank of St Louis and Senior Fellow at the Cato Institute, on Brexit, the EU and what it all means for the UK economy.
Invesco's Das: UK Remaining in EU Strengthens Germany (Audio)
7 perc
305. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Arnab Das, Head of Emerging Markets Macro for Invesco Fixed Income, on financial and economic impacts of Brexit on global markets.
BBH's Chandler: Slow Money Entering Market Boosts Pound (Audio)
7 perc
304. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman, on the outlook for currencies and global markets following the Brexit vote.
Danny Blanchflower: Cameron's Problems Are Far From Over(Audio)
10 perc
303. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Leading labour economist Danny Blanchflower, Professor of Economics at Dartmouth College, on geopolitical and economic outlook of Brexit, as polls close in the UK.
Kroll's Whalen Sees Fed's Bank Stress Tests as Miguided (Audio)
12 perc
302. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Chris Whalen, Senior Managing Director at the Kroll Bond Rating Agency, on the Fed's stress tests for banks.
Southern Utah's Berri on Las Vegas Getting NHL Team (Audio)
9 perc
301. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Dave Berri, Sports Economist at Southern Utah University, on the business of sports: Las Vegas getting their first pro team, and the NBA draft.
Accenture's Sweet on Q3 Earnings: Driven By Digital (Audio)
8 perc
300. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Julie Sweet, CEO of Accenture North America, on their Q3 earnings, M&A strategy, and progress on the company’s transformation.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
299. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg Stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Kraton Performance Polymers (KRA).
Larry Tabb Sees Problems With Trading Prices and IEX (Audio)
12 perc
298. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Larry Tabb, CEO and Founder of Tabb group, on how the approval of the IEX Exchange will impact US market structure.
Bloom on New Book, 'Eccentric Orbits: The Iridium Story'(Audio)
12 perc
297. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Investigative journalist John Bloom on his new book, "Eccentric Orbits: The Iridium Story," detailing the development, launch, and bankruptcy of Motorola's revolutionary satellite system, Iridium.
Bloomberg's Grasso on Supreme Court Immigration Decision(Audio)
8 perc
296. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Legal expert June Grasso, Host of "Bloomberg Law," gives an overview of the big Supreme Court rulings today: Obama's immigration plan remains blocked 4-4, upholding affirmative action, and drunk driving.
Bloomberg's Morsy on Tesla Bid For SolarCity (Correct)(Audio)
7 perc
295. rész
(Corrects title of guest)\u0010 (Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Salim Morsy, Advanced Transport Analyst for Bloomberg New Energy Finance, on Tesla's $2.8 billion bid for SolarCity.
Bloomberg's Butler on Blackberry, Gordon on House Sit-In(Audio)
12 perc
294. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
John Butler, Senior Telecoms Analyst for Bloomberg Intelligence, on Blackberry earnings.
Craig Gordon, Managing Editor for Bloomberg News in Washington DC, on the Democrat gun vote sit-in on House floor and Bloomberg's exclusive interview with President Obama.
Corinthia Hotel's Naudi on New Hotels in Brussels, Dubai(Audio)
12 perc
293. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Simon Naudi, CEO of luxury hotel group Corinthia Hotels, on expanding the brand's footprint and new properties in Brussels and Dubai.
Conference Board's Goldstein on the May LEI Index (Audio)
8 perc
292. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ken Goldstein, Economist with the Conference Board, on the May LEI index.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
291. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Restoration Hardware (RH).
Wells Fargo's Manley: Sees Earnings Lift, Likes Mid-Caps(Audio)
12 perc
290. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Manley, Chief Equity Strategist at Wells Fargo Funds, on growth outlook for US equities amidst global uncertainties.
Harvard's Scott Says Brexit Could Trigger Market Panic (Audio)
12 perc
289. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Economist Hal Scott, Harvard law professor and expert on international finance and securities regulation, says Brexit could trigger a panic for financial markets.
Late July Snacks' Dawes on Growth of Organic Snack Food (Audio)
8 perc
288. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Nicole Bernard Dawes, CEO of Late July Snacks, on starting the company, and the massive growth of the organic, non-GMO snack food sector.
Bloomberg's Waral on FB, AMC's Mohtashami on Home Sales (Audio)
12 perc
287. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Jitendra Waral, Global Internet and Consumer Electronics Analyst, on Facebook signing deals with celebrities and media companies for Facebook Live.
Logan Mohtashami, Senior Loan Officer, AMC Lending Group, weighs in on home sales and mortgage applications.
MUFJ's Herrmann: Yellen's 'About Face' Is Not A Strategy(Audio)
12 perc
286. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: John Herrmann, Director of Rate Strategy and Mitsubishi UFJ Securities, on Janet Yellen's testimony, and outlook for the economy.
Hoover's Ohanian: Fed Policy is 'Not the Right Medicine'(Audio)
8 perc
285. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Lee Ohanian, Senior Fellow at the Hoover Institution and Professor of Economics at University of California, on Janet Yellen's testimony and outlook for the Fed's policy.
Bloomberg's Matthews on Janet Yellen's Testimony (Audio)
7 perc
284. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Steve Matthews, Bloomberg US Economy reporter based in Atlanta, and Bloomberg stocks editor David Wilson on market drivers and Janet Yellen's testimony.
Hillside's Feingold on Finding Value in Convertibles (Audio)
8 perc
283. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bill Feingold, Co-Founder and Managing Principal, Hillside Advisors LLC, on the convertible and bond markets: current activity, rate environment and where to find value.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
282. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Imperva (IMPV).
Bob Doll: July Hike Not Off Table If Conditions Are Met (Audio)
12 perc
281. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bob Doll, Chief Equity Strategist for Nuveen Asset Management, says the uncertainty of Brexit and the election shouldn't derail the markets, and that corporate earnings remain the key.
Finel-Honigman on Brexit: Migrant Crisis Come to a Head (Audio)
12 perc
280. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, with a geopolitical look at Brexit and impact to the Eurozone.
Bloomberg's Dean on Proposed Regulation for Algo Trading(Audio)
8 perc
279. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Nathan Dean, Government Analyst for Bloomberg Intelligence, on a proposal that would subject algorithmic traders in US derivatives to increased regulation.
Bloomberg's Heilemann on Trump's Firing of Lewandowski (Audio)
6 perc
278. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010John Heilemann, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: fallout from Trump's firing campaign manager; Clinton speech in Ohio; Trump vs. Clinton fundraising.
Bloomberg's Foxman on Death of Visium's Sanjay Valvani (Audio)
5 perc
277. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Simone Foxman, Hedge Fund reporter for Bloomberg News, on the implications to the hedge fund community following the apparent suicide of Visium's Sanjay Valvani.
Algebris' Gallo Sees Weak UK Recovery, Even If 'Remain'(Audio)
12 perc
276. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Alberto Gallo, Portfolio Manager and Head of Macro Strategies at Algebris Investments LLP, on the implications of Brexit for the UK economy and global markets.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
275. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Credit Acceptance (CACC).
Kavar's Ciocca Favors 'Self-Indulgent' Consumer Staples (Audio)
12 perc
274. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Doug Ciocca, CEO and Partner of Kavar Capital, on navigating the global market cross winds.
S&P's Kessler Sees Lots More Growth, Upside To Facebook (Audio)
12 perc
273. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Scott Kessler, Deputy Global Director for Equity Research at S&P Capital, on Facebook's annual meeting.
DreamCo's Correia on NY Vote to Legalize Fantasy Sports (Audio)
8 perc
272. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jay Correia, author of “Daily Fantasy Sports” and member of the legislative affairs committee for the Fantasy Sports Trade Association, on the impact of NY legislators voting to legalize daily fantasy sports contests.
Bloomberg's Gregory on Defamation Protection for Yelpers(Audio)
11 perc
271. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Patrick Gregory, Legal Editor for Bloomberg BNA, on whether Yelp reviewers and users of other review-based websites and apps need greater protection from defamation lawsuits.
Cambridge Global Payments' Casey on Brexit, Currencies (Audio)
12 perc
270. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Stephen Casey, FX Trader and Senior Market Analyst at Cambridge Global Payments, on Brexit impact on currencies, and Yellen's attempts to reset the market.
UBS' Dennis Sees Rajan's Exit As Negative For Markets Audio)
8 perc
269. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Geoff Dennis, Head of Global Emerging Market Strategy at UBS Securities, on India's central bank Governor Rajan departing and Brexit fears easing.
Porter Bibb on Viacom: Dauman Is On The Down Escalator (Audio)
8 perc
268. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on Viacom lowering growth forecasts and Sumner Redstone's moves to regain control.
US Global Investors' Holmes on Global Flight to Gold (Audio)
12 perc
267. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Frank Holmes, CEO and CIO of US Global Investors Funds, with a look at gold, global markets, and airlines.
Nicholson Yacht's Kelly Shea on Yacht Charter Vacations (Audio)
12 perc
266. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Karen Kelly Shea, President and CEO of Nicholson Yachts, on the business of chartering yachts.
BGC's Gillis: Apple's Dependence on China is Concerning (Audio)
8 perc
265. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Colin Gillis, Director of Research and Senior Technology Analyst at BGC Financial, on Apple possibly having to halt iPhone sales in Beijing for patent infringement, and a look at Amazon's grocery business.
Bloomberg's Soshnick Previews NBA Championship Game 7 (Audio)
6 perc
264. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Scott Soshnick, Bloomberg Sports Reporter-at-large, previews Game 7 of the NBA championship between the Cleveland Cavaliers and the Golden State Warriors.
Bloomberg BNA's Gibson on Philadelphia Passing Soda Tax (Audio)
4 perc
263. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Annabelle Gibson, Managing Editor at Bloomberg BNA, on Philadelphia becoming the first US city to pass a soda tax.
Economist Buchholz on New Book: The Price of Prosperity (Audio)
12 perc
262. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Economist Todd G. Buchholz, former White House Director of Economic Policy, on his new book: "THE PRICE OF PROSPERITY: Why Rich Nations Fail and How to Renew Them."
Axioma's Morokoff: Test Shows Brexit Could Trigger Crash(Audio)
8 perc
261. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bill Morokoff, Head of Research at Axioma, on their research report detailing the economic implications of a Brexit.
OPKO's Frost: BioReference Was a Tremendous Acquisition (Audio)
12 perc
260. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Dr. Philip Frost, Chairman and CEO of OPKO Health, on the current landscape for the biotech industry, the company product pipeline, and drug pricing.
GW's Gover on Cannabis-Derived Drug for Rare Epilepsy (Audio)
8 perc
259. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Justin Gover, CEO of GW Pharmaceuticals, on the drug pipeline for the UK- based company which has been developing drug treatments derived from cannabis for decades.
RBC's Golub on Investing in a Slow Growth Environment (Audio)
11 perc
258. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Jonathan Golub, Chief Equity Strategist for RBC Capital Markets, on the equity markets, the Fed, and investing in a slow growth environment.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
257. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Central Garden & Pet (CENTA).
Latino Coalition's Barreto on Latino Entrepreneurs (Audio)
12 perc
256. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Hector Barreto, Chairman of the Latino Coalition and former US Small Business Administrator, on the current state of Latino entrepreneurs and where Latinos stand in the election landscape.
Bloomberg's Lippert on Emissions Issue With Ford F-150 (Audio)
8 perc
255. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
John Lippert, Auto reporter for Bloomberg News, on his story "Ford’s Crown Jewel, the F-150, Has a Big Problem After Overhaul," which states that some versions of the truck don't meet goverment emissions mandates.
HomeStreet's Mason: Bank To Remain Independent For Now (Audio)
12 perc
254. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mark Mason, Chairman, President and CEO of HomeStreet Bank (HMST), on the outlook for regional banks, amidst a potential rate hike and continued consolidation.
PIIE's Kirkegaard: Brexit Driven By Anti-Immigrant Views(Audio)
8 perc
253. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jacob Kirkegaard, Senior Fellow at the Peterson Institute for International Economics, on the Bank of England and Bank of Japan rate decisions.
RealtyShares Sotoodehnia on Mortgage Rates, Fed Impact (Audio)
9 perc
252. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Arash Sotoodehnia, Chief Credit Officer at RealtyShares, on how the Fed will affect the economy and mortgages.
Plosser: Fed's Short Term Focus on Data is Very Risky (Audio)
7 perc
251. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Charles Plosser, former President of the Philadelphia Fed, weighs in on the FOMC meeting and rate decision.
BNY Mellon's Loh Sees Bond Yields Continuing to Fall (Audio)
7 perc
250. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Marvin Loh, Senior Global Markets Strategist at BNY Mellon, on the bond markets and the FOMC decision.
Borthwick Sees Great Dollar Weakness In Next Year Or So (Audio)
10 perc
249. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, with a look at currencies and implications of a Brexit.
Standish's Reinhart: Can't See Fed Raising Twice in 2016(Audio)
12 perc
248. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Vincent Reinhart, Chief Economist, Standish Mellon Asset Management, and former head of the Federal Reserve’s monetary division, on the FOMC outcome, Brexit, and the markets.
Signet CEO Light: We Are Investigating Every Complaint (Audio)
9 perc
247. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mark Light, CEO of Signet Jewelers Ltd., answers to the allegations that the company substituted premium diamonds with cheaper, man-made substitutes.
Jim Bianco on the FOMC Meeting: Fed Confusion Reigns (Audio)
8 perc
246. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jim Bianco, President and Founder of Bianco Research, with a big picture look at the global markets following the FOMC decision.
Larry Rosenthal: Near Term Cautious, More Optimistic Q4 (Audio)
12 perc
245. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Larry Rosenthal, President of Rosenthal Wealth Management Group, on the markets, investing, and why he's short-term cautious.
ACG's McDonald on Central Banks: Witnessing Pure Evil (Audio)
12 perc
244. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Larry McDonald, Head of Global Macro Strategy at ACG Analytics, on the German bund going negative and what it signals to global bond markets.
Bloomberg's Schettenhelm: Court Upholds Net Neutrality (Audio)
8 perc
243. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Matthew Schettenhelm, Communications Litigation Analyst for Bloomberg Intelligence, on a federal court upholding the FCC regulations on Net Neutrality-- a defeat for AT&T, Verizon and Comcast.
Yanos Gramatidis on Founding New Greek Political Party (Audio)
12 perc
242. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Attorney Yanos Gramatidis, Founding Member and leader of the new Greek political party “New Course New Greece,” whose main objective is a new economic model for Greece and roadmap to recovery.
Bloomberg's Micklethwait on Potential Upheaval of Brexit(Audio)
8 perc
241. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Micklethwait, Editor-In-Chief for Bloomberg Editorial, on Brexit and his recent interview with former UK prime minister. Tony Blair.
Anne Speckhard: ISIS Recruits Nonstop on Social Media (Audio)
8 perc
240. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Dr. Anne Speckhard, Adjunct Associate Professor of Psychiatry at Georgetown University School of Medicine and Director of the International Center for the Study of Violent Extremism (ICSVE), on the Orlando attacks and how "lone wolfs" are drawn to ISIS.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
239. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg's Wilson on today's market winners, losers, and Stock of the Day: VirnetX Holding (VHC).
Point View's Petrides: Energy Cos. Should Issue Stock (Audio)
11 perc
238. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Petrides, Managing Director & Portfolio Manager at Point View Wealth Management, on Apple's annual event, the Microsoft/LinkedIn merger, and the energy space.
Talking Rain's Klock: Sparkling Ice's Exponential Growth(Audio)
12 perc
237. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Kevin Klock, President and CEO of Talking Rain Beverage Company, on carving out shelf space in a highly competitive environment, and turning their Sparkling Ice product into an international brand.
Giftagram's Reid on Father's Day Outlook, Funding Round (Audio)
8 perc
236. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jason Reid, CEO and Co-Founder of Giftagram-- a mobile app that sends gifts using only an email address or phone number--discusses outlook for Father's Day sales, the latest round of funding, and plans for growth.
Bloomberg's Rana on Microsoft, Talev on Clinton, Orlando(Audio)
12 perc
235. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Anurag Rana, Senior Analyst of Software & IT Services for Bloomberg Intelligence, on Microsoft buying LinkedIn for $26 billion.
Margaret Talev, Senior White House correspondent for Bloomberg, on Secretary Clinton's Cleveland speech and the candidates' reaction to the Orlando shootings.
Broadway Vet Rudy on Hamilton's Success at The Tonys (Audio)
12 perc
234. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Sam Rudy, Founder of Sam Rudy Media Relations and press rep for Broadway's "Hamilton," on the success of the show and winning 11 Tony awards.
Prestige Lamborghini Super Trofeo Series Racing Drivers (Audio)
8 perc
233. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
The Lamborghini Super Trofeo Racing Series Prestige drivers, Trent Hindman and David Seabrooke, will discuss their involvement in the Series, the cars, and the 2016 season.
Element Pointe's Dominguez: Market Overvalued (Correct)(Audio)
9 perc
232. rész
(Corrects spelling of firm name)\u0010 (Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Carlos Dominguez, Co-Founder, President and CIO of Element Pointe Advisors, on the markets and investment strategy.
Harvard's Karen Mills: Small Businesses Feeling Cautious(Audio)
8 perc
231. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Former SBA Administrator Karen Mills, Senior Fellow at the Harvard Business School, on how a rate increase could affect small business owners and entrepreneurs.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
230. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Bluebird Bio Inc. (BLUE).
Crystal Lagoons' Man on Building Beach Life in Deserts (Audio)
12 perc
229. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Uri Man, CEO of Crystal Lagoons U.S., on enabling developers of master plan communities, resorts and hotels to add beach life anywhere in the world with any source of water.
Bloomberg's Goldman on Broadway Fight for Tax Deduction (Audio)
8 perc
228. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Henry Goldman, Bloomberg's NY City Hall Reporter, on Broadway fighting to keep the same tax deduction as investors in film and TV.
Bloomberg's Srinivasan on Intel, Heilemann on Clinton (Audio)
12 perc
227. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Anand Srinivasan, Semiconductor and Hardware analyst for Bloomberg Intelligence, on Intel getting a chip order for Apple's next iPhone. John Heilemann, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: Clinton endorsements; McConnell on Trump.
Peter Rotondo Jr., Bloomberg's Ettl, on Belmont Stakes (Audio)
8 perc
226. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Peter Rotondo Jr, Vice President of Media & Entertainment at The Breeder's Cup, and Bloomberg racing enthusiast Gary Ettl, on the Belmont Stakes.
CEO James Stone on New Book: Five Easy Theses (Correct)(Audio)
12 perc
225. rész
(Corrects Audio)
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Author James Stone, Founder, Chairman and CEO of the Plymouth Rock group, on his new book, "Five Easy Theses: Commonsense Solutions to America’s Greatest Economic Challenges."
Agecroft's Steinbrugge on Finding Worthwhile Hedge Funds(Audio)
8 perc
224. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Donald A. Steinbrugge, Managing Partner of Agecroft Partners, LLC, with an “under the hood look” at the hedge fund market place.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
223. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Tesco (TESO).
Ruchir Sharma: Time To Distinguish Between EM Countries (Audio)
12 perc
222. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist at Morgan Stanley Investment Management, on his new book on the world economy, "The Rise and Fall of Nations."
Prezi's Peter Arvai on Reinventing Presentation Software(Audio)
12 perc
221. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Peter Arvai, CEO and co-founder of presentation software company Prezi, on how he plans to beat PowerPoint.
Author Rickards on Soros' Gold Bet Amid Global Concerns (Audio)
8 perc
220. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jim Rickards, Editor of Strategic Intelligence Newsletter and Author of the "The New Case for Gold," weighs in on George Soros' reported return to hands-on trading and buying gold.
Bloomberg's Murphy on Obama's Endorsement of Clinton (Audio)
6 perc
219. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Megan Murphy, Bloomberg's Washington bureau chief, highlights political news of the day: Obama's endorsement of Hillary Clinton, outlook for Sanders, and Clinton's reportedly consulting with Elizabeth Warren on Wall Street.
Bloomberg BNA's Sellers on Test To Map Foodborne Illness(Audio)
5 perc
218. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Steve Sellers, Legal Editor for Bloomberg BNA, discusses how a new genetic test that can precisely map foodborne illness outbreak victims to a contaminated source will impact litigation.
Former Ambassador to Japan Roos on Launching VC Fund (Audio)
12 perc
217. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Roos, Founding Partner of VC firm Geodesic Capital and former U.S. Ambassador to Japan, on launching a $335 million growth fund with Mitsubishi to help American growth-stage companies expand into Japan and other countries in the region.
Bloomberg's Gordon on Obama's Endorsement of Clinton (Audio)
8 perc
216. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Craig Gordon, Managing Editor in Washington D.C. for Bloomberg News, on President Obama's endorsement of Hillary Clinton, and Clinton reportedly consulting with Elizabeth Warren on Wall Street.
Federated's Orlando: Germany, Japan Keeping Lid on Yield(Audio)
11 perc
215. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Phil Orlando, Chief Equity Strategist at Federated Investors, weighs in on the stock market, investments, the election and yields. Broadcasting LIVE at Pershing's INSITE 2016 conference in Orlando.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
214. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Dave & Buster's Entertainment (PLAY).
Warby Parker's Blumenthal: Bricks and Clicks Go Together(Audio)
12 perc
213. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Neil Blumenthal, Co-Founder and Co-CEO of Warby Parker, on the company, the transition from online to physical stores, and outlook for profitability. Broadcasting LIVE at Pershing's INSITE 2016 conference in Orlando.
Orange County Mayor Jacobs on Heroin Epidemic in Florida(Audio)
8 perc
212. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Orange County Mayor Teresa Jacobs on the Orlando region’s overall economy, development, and pressing issues. Broadcasting LIVE at Pershing's INSITE 2016 conference in Orlando.
BNY Mellon's Kumar on Financial Tech Trends, Products (Audio)
12 perc
211. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Suresh Kumar, Senior Executive Vice President and Chief Information Officer at BNY Mellon, on technology trends and products, blockchain, and mobile trends.
Bloomberg's Torres on Brutal Journey Back to Work (Audio)
12 perc
210. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Craig Torres, Fed reporter for Bloomberg News, on the brutal journey back to work for millions of Americans. Broadcasting LIVE at Pershing's INSITE 2016 conference in Orlando.
Eaton Vance's Stein: Flatness of Yield Curve Not Healthy(Audio)
8 perc
209. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Eric Stein
FED IN FOCUS: Eric Stein, Co director of Global Fixed Income at Eaton Vance, discusses the ECB bond buying and impact on the bond markets and the Fed. Broadcasting LIVE at Pershing's INSITE 2016 conference in Orlando.
Bloomberg's Bjerga on Immigration Backlash Hurting Crops(Audio)
8 perc
208. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Alan Bjerga, Food and Agriculture reporter for Bloomberg News, on U.S. crops rotting while a Trump-led immigration backlash idles the farm lobby. Broadcasting LIVE at Pershing's INSITE 2016 conference in Orlando
Florida Citrus Sports' Hogan: Pro Bowl Coming to Orlando(Audio)
8 perc
207. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Florida Citrus Sports’ CEO Steve Hogan discusses how he snagged the Pro Bowl to come to Orlando, and other sports entertainment growth in Central Florida. Broadcasting LIVE at Pershing's INSITE 2016 conference in Orlando.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
206. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Navistar International (NAV).
BNY Mellon's Studley on Finding Yield in Global Markets (Audio)
12 perc
205. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ralph Studley, Head of Investment Strategy at BNY Mellon, on his strategy for investing across global asset classes. Broadcasting LIVE at Pershing's INSITE 2016 conference in Orlando.
Bloomberg's Talev on Clinton's Historic Nomination Win (Audio)
12 perc
204. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Margaret Talev, Senior White House correspondent for Bloomberg, on Hillary Clinton clinching a historic Democratic nomination. Broadcasting LIVE at Pershing's INSITE 2016 conference in Orlando.
UCF's Dr. Khaled on Delivering 'Cure' to Cancer Cells (Audio)
11 perc
203. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Dr. Annette Khaled, Cancer Division Head and Associate Professor at the University of Central Florida College of Medicine, discusses the next generation of treatments for cancer. Broadcasting LIVE at Pershing's INSITE 2016 conference in Orlando.
Vestorly's Wisz on Artificial Intelligence for Advisers (Audio)
12 perc
202. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Justin Wisz, co-founder and CEO of Vestorly, on how artificial intelligence can be used by investment advisers to augment profitability.
Pershing's Cirrotti on Outlook for DOL Fiduciary Rule (Audio)
8 perc
201. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Robert Cirrotti, Managing Director, Pershing Mellon LLC, on the outlook and implications for the DOL fiduciary rule. Broadcasting LIVE at Pershing's INSITE 2016 conference in Orlando.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
200. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Barracuda Networks (CUDA).
GVA's Garrity on Using Technology to End Tuberculosis (Audio)
8 perc
199. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David Garrity, Principal at GVA Research, GVA Research, on technology in Africa and other developing countries.
Leo Melamed Sees Potential for a Global Financial Crisis(Audio)
11 perc
198. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Leo Melamed, Chairman and CEO of Melamed & Associates, with insight into the global markets, the Fed, and China.
Truck Hero's Reminder: Exceeding Their Budgeted Demand (Audio)
12 perc
197. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Truck Hero CEO, Bill Reminder, on opportunities in the $14 billion pickup truck accessories market, and timing for a potential IPO following last year's postponed offering.
S&P's Gunzberg on Commodities Rally, Gold Could See 1800(Audio)
8 perc
196. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jodie Gunzberg, Global Head of Commodities at S&P Dow Jones Indices, on why commodities are outperforming stocks.
Bloomberg's Hutton on Skepticism For Brexit Pollsters (Audio)
12 perc
195. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Robert Hutton, UK government and politics reporter for Bloomberg News, on the latest Brexit polls, and why pollsters are feeling bewildered.
MedMen's Bierman on Navigating the Marijuana Industry (Audio)
12 perc
194. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Adam Bierman, Co-Founder and CEO of MedMen, on helping businesses navigate the complexities of the legal marijuana market, and their fund that deploys capital into real estate, building, equipment, and operations.
Jefferies' McCarthy Sees No Rate Hike Until September (Audio)
9 perc
193. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Dr. Ward McCarthy, Chief Financial Economist at Jefferies LLC, weighs in on Janet Yellen's speech, the bond market, and where he thinks rates will go.
Wells Fargo's Wren is 'Leaning Cyclical' Through 2016 (Audio)
12 perc
192. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Scott Wren, Senior Global Equity Strategist at Wells Fargo Investment Institute, on the markets, the weak jobs report, and what it means for the Fed.
Bloomberg's Pettypiece on Walmart, Clark on Tony Fadell (Audio)
8 perc
191. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Shannon Pettypiece, US Consumer reporter for Bloomberg News, on Walmart using Uber and Lyft for deliveries, and highlights from the company's annual meeting, kicking off today.
Jack Clark, Bloomberg reporter in San Francisco, on Tony Fadell stepping down as the head of Nest Labs.
Bloomberg's Regan on Winners, Losers, Stock of the Day (Audio)
13 perc
190. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg Gadly Columnist Mike Regan on today's market winners, losers, and Stock of the Day: Signet Jewelers (SIG).
Nomura's Goncalves: Jobs Report Boosts Bullish Bond Run (Audio)
12 perc
189. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
George Goncalves, Head of U.S. Interest Rates Strategy at Nomura Securities, on the outlook for bond markets after the dismal jobs report.
Bloomberg's Nicholson, Heilemann, on Trump Rhetoric (Audio)
12 perc
188. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jonathan Nicholson, Capitol Hill Budget Reporter, on why Wall Street seems unconcerned by Trump rhetoric on bondholders and a trade war with China.
John John Heilemann, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news.
CohnReznick's O'Keefe: Fed Won't Move Before Election (Audio)
12 perc
187. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Patrick O'Keefe, Director of Economic Research at CohnReznick and Former DOL Deputy Assistant Secretary, weighs in on the jobs report and what it means for the Fed.
DOL's Shierholz: Labor Market Fundamentals Still Strong (Audio)
8 perc
186. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Heidi Shierholz, Labor Secretary Tom Perez's Chief Economist, on today's weak jobs report.
Trinity's Chopra on Uber: I Would Sell Some Shares Now (Audio)
8 perc
185. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ajay Chopra, General Partner at Trinity Ventures, on the Saudi $3 billion investment in Uber, what the June 2 settlement means for drivers, and why Uber will not go public for 2 years.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
184. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: American Woodmark (AMWD).
Carl Weinberg: ECB Steps Won't Work Amidst Sick Banks (Audio)
12 perc
183. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Carl Weinberg, Chief Economist and Managing Director for High Frequency Economics, on the global markets, the ECB rate decision and Brexit.
Boxed's Huang on Amex Investment, Competing With AMZN (Audio)
12 perc
182. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Chieh Huang, CEO of Boxed.com, on the outlook for its bulk delivery business, competing with Amazon-- and why the company will pay for the weddings of all full-time employees.
Kalyx's Sandoval on Real Estate for Cannabis Operations (Audio)
8 perc
181. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Dawn Sandoval, COO of Kalyx Development, on why the big opportunity in cannabis is real estate.
Bloomberg's Wille on Lawsuit Challenging Fiduciary Rule(Audio)
4 perc
180. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest: \u0010Jacklyn Wille, Senior Legal Editor for Bloomberg BNA, on Wall Street groups suing to end the Department of Labor's fiduciary rule.
Prestige's Schenker on OPEC Decision: Bearish for Price (Audio)
12 perc
179. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jason Schenker, President and Chief Economist of Prestige Economics, on the OPEC meeting decision, where members failed to agree on a new output ceiling.
Bloomberg's Singh on Qlik: More Consolidation to Come (Audio)
8 perc
178. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mandeep Singh, Software Analyst for Bloomberg Intelligence, on Qlik being acquired by Thoma Bravo for $30.50 per share, and consolidation trends in the space.
ETF Trends' Lydon on Growing Investment in Bond ETFs (Audio)
8 perc
177. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Tom Lydon, President of Global Trends Investments & ETF Trends, on high-yield ETF's and investors turning to ETFs to sidestep illiquidity in the bond markets.
Advisors' Colyer: Tremendous Amount of Value in Nikkei (Audio)
12 perc
176. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Scott Colyer, CEO and Chief Investment Officer at Advisors Asset Management, on market outlook for the rest of 2016, and opportunities in Europe, China and emerging markets.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
175. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Cracker Barrel Old Country Store (CBRL).
Kia's Sprague on Crossovers Driving Record Sales in May (Audio)
12 perc
174. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Michael Sprague, COO and EVP of Kia Motors America, on May auto sales, new ad campaign, and outlook for the rest of the year.
SRG's Flickinger: More Trouble Ahead in Athletic Retail (Audio)
8 perc
173. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Burt Flickinger, Managing Director at Strategic Resource Group, on Nike and Under Armour getting hit by the Sports Authority bankruptcy, and why there is more bad news coming in the space.
Hoover's Chen on Trump's Success: Ideal for the TV Era (Audio)
6 perc
172. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Lanhee Chen, Research Fellow at the Hoover Institution, and former advisor to the Rubio and Romney campaigns, on the results of the Hoover Golden State Poll of interest, and what it means for the upcoming California primary.
Princeton's Mody Says BOE Brexit Panic is Irresponsible (Audio)
12 perc
171. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Bloomberg View Contributor Ashoka Mody, Visiting Professor at the Woodrow Wilson School of Princeton and a former economist at the International Monetary Fund, weighs in on Brexit warnings and impact to the Fed.
ISM's Holcomb: Manufacturers Won't Be Hurt By Rate Hike (Audio)
8 perc
170. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brad Holcomb, Chairman of the Manufacturing Business Survey at the Institute for Supply Management, on the May ISM report.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
169. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Team Inc. (TISI).
BBH's Scott Clemons: Optimistic on Personal Consumption (Audio)
11 perc
168. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Scott Clemons, Chief Investment Strategist at Brown Brothers Harriman, on the U.S. and global markets,his investment outlook and the Fed.
Cowen's Becker Sees Demand Picking Up For Airlines (Audio)
12 perc
167. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Helane Becker, Senior Analyst at Cowen & Co, on demand for global air travel.
Bloomberg's Rie on Antitrust Issues For Bayer-Monsanto (Audio)
8 perc
166. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jennifer Rie, Senior Litigation Analyst for Bloomberg Intelligence: Bayer's proposed acquisition of Monsanto is likely to face rigorous review by antitrust regulators.
Silvercrest's Chovanec: China's Fundamentals Still Poor (Audio)
7 perc
165. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on the outlook for China, and why the fundamentals are still poor.
Bloomberg's Bain on Cuervo Planning a $1 Billion IPO (Audio)
4 perc
164. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Ben Bain, Emerging Markets: Latin America reporter for Bloomberg News, on Cuervo seeking to raise $1 billion in an IPO planned for the 3rd quarter.
Bloomberg's Tynan on VW and the Future of Diesel in Cars(Audio)
12 perc
163. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Kevin Tynan, Senior Auto analyst for Bloomberg Intelligence, on VW earnings, the future of diesel in cars, and a preview of Tesla's shareholder meeting.
Conference Board's Franco: Consumers Are Still Cautious (Audio)
8 perc
162. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Lynn Franco, Director of Economic Indicators of the Conference Board, with an overview of their May CCI (Consumer Confidence Index) report.
Eurasia's Seaman: Abe Will Stop Consumption Tax Passage (Audio)
8 perc
161. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Scott Seaman, Senior Analyst, Asia, at Eurasia Group, on Obama's historic Hiroshima visit and G7-related issues.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
160. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Vivint Solar (VSLR).
Mainstay's Kudla Favors Tech in a Rate Hike Environment (Audio)
12 perc
159. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David Kudla, CEO and Chief Investment Strategist of Mainstay Capital Management, on the market reaction to Yellen speech, and where he is seeing value.
Skyler's Wahlgren on Anti-Aging Neuropeptide Skin Care (Audio)
12 perc
158. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Paul Wahlgren, Managing Director of Skyler Brand Ventures, on luxury skin care and their patended neuropeptide technology used in a new concentrate for the face: XEP-30.
Indy 500 Driver Stefan Wilson on 'Think Solar' Campaign (Audio)
8 perc
157. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
British racing driver Stefan Wilson will discuss his aims to make his debut in the 100th running of the Indianapolis 500 as a focal point for his "Think Solar" campaign.
Hilltop's Grant Recommends Buying Closed-End Bond Funds (Audio)
12 perc
156. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest: Mark Grant, Chief Fixed Income Strategist at Hilltop Securities, on the fixed income markets, and his forecast for rate hikes.
KPMG's Hunter: Weak Corporate Investment Held Back GDP (Audio)
12 perc
155. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Constance Hunter, Chief Economist at KPMG, with analysis of the first quarter GDP number, and Chair Yellen's remarks at Harvard.
Bloomberg's Condon on Yellen Remarks: More of the Same (Audio)
8 perc
154. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Chris Condon, Bloomberg Fed reporter, for analysis of Janet Yellen's Harvard Club speech.
BlackRock's Tighe Likes Trade: Swap Treasuries for TIPS (Audio)
11 perc
153. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Heather Loomis Tighe, Market Strategist for BlackRock's Family Office: Foundations and Endowments, on the outlook for fixed income and equities.
Varsity Tutors' Cohn on New App for 24/7 Live Tutoring (Audio)
8 perc
152. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Chuck Cohn, CEO and Founder of education startup Varsity Tutors, on the education tech space and his new app for 24/7 live tutoring via a smartphone.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
151. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Pure Storage (PSTG).
Robb Report's Colvin on the 28th 'Best of the Best' List(Audio)
12 perc
150. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Stephen Colvin, CEO of the Robb Report, on building their global brand, and highlights from their 28th annual list of "Best of the Best' award winners.
BBH's Chandler Says Japan Would Favor a U.S. Rate Hike (Audio)
8 perc
149. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman, on the G7 summit and risk of a global crisis.
Bloomberg's Coleman-Lochner on Sears, Gordon on Clinton (Audio)
11 perc
148. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Lauren Coleman-Lochner, Retail reporter for Bloomberg News, on Sears's plans to consider options for its Kenmore, Craftsman and DieHard brands, and Home Services repair business.
Craig Gordon, Managing Editor, DC Bureau at Bloomberg News, on today's political news: Trump crossing delegate threshold, Clinton emails, Sanders/Trump debate.
Atalanta's Solomon on Real Estate Markets: Very Robust (Audio)
12 perc
147. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Rachel Gilbert Solomon, Co-Founder and Managing Partner of Atalanta Advisors, on pending home sales and the landscape of commercial and residential real estate.
S&P's Glickman on Oil Supply, Sees Crude Dipping to $39 (Audio)
8 perc
146. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Stewart Glickman, Equity Analyst and Group Head of Energy and Materials from S&P Capital, on oil hitting above $50 for the first time in six months, and outlook for energy stocks.
FBI's Hart on Cyber Threats: Companies Are Not Prepared (Audio)
8 perc
145. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Arlette Hart, Federal Bureau of Investigation’s Chief Information Security Officer, on how companies can protect themselves from data breaches. Broadcasting Live from the Bloomberg Breakaway Summit in NYC.
Schwab's Kleintop: Avoiding Japan, Likes Europe Banks (Audio)
11 perc
144. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jeff Kleintop, Chief Global Investment Strategist for Charles Schwab on the global markets, Europe, and Japan.
Bloomberg's Condon on China Asking Timing of Fed Hikes (Audio)
12 perc
143. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Chris Condon, Federal Reserve reporter for Bloomberg News, on Fed news: China's plan to ask the US on timing of a Fed rate hike; using AI in setting monetary policy.
Beatrice Mitchell on Lack of Supply in the M&A Space (Audio)
8 perc
142. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Beatrice Mitchell, Co-Founder and Managing Director of Sperry, Mitchell & Co., on the landscape for mergers and acquisitions.
USG CEO Metcalf on Innovation of Bubbles in Wallboard (Audio)
11 perc
141. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jim Metcalf, Chairman, President and CEO of USG Corporation, on the housing cycle, the company's innovative products, and current outlook. Broadcasting Live from the Bloomberg Breakaway Summit in NYC.
ConnectOne's Sorrentino Says Fed Should Not Raise Rates (Audio)
12 perc
140. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Frank Sorrentino CEO of ConnectOne Bank, on the outlook for banking and rates, and the regulatory environment for fintech.
Bloomberg's Rana on Microsoft Paring Back Smartphones (Audio)
8 perc
139. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Anurag Rana, Senior Analyst of Software & IT Services for Bloomberg Intelligence, on consolidation in the IT services business, and Microsoft taking a charge and paring back smartphone ambitions.
Elbow Beach Bermuda's Burns on Tourism and Development (Audio)
3 perc
138. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Ed Burns, Managing Director at the Elbow Beach Bermuda, on the history of the resort and plans for development.
Author Cohen: 'The Sun & The Moon & The Rolling Stones' (Audio)
8 perc
137. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Author Richard Cohen on his new book, "The Sun & The Moon & The Rolling Stones," and what drove the Stones' business success.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
136. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Nordson (NDSN).
UBS' Ryan Says Market Getting Comfortable With Fed Path (Audio)
12 perc
135. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mike Ryan, Chief Investment Strategist at UBS Financial Services, on the markets, the economy and investing.
TIAA's Liberatore on Growing Interest in 'Green' Bonds (Audio)
12 perc
134. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Steve Liberatore, Manager of the TIAA CREF Social Choice Bond Fund, on the drivers impacting the fixed income market and growing interest in "green" bonds.
Bloomberg's McGorman on Doubts Cast on Anthem-Cigna Deal(Audio)
8 perc
133. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jason McGorman, Health Care Analyst for Bloomberg Intelligence, on tension between Anthem and Cigna, amid rising antitrust concerns.
Bloomberg's Townsend on Best Buy, Halperin on McAuliffe (Audio)
11 perc
132. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Matt Townsend, retail reporter for Bloomberg News, on Best Buy earnings and CFO Sharon McCollam departing.
Mark Halperin, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: Hillary's Governor Terry McAuliffe problem.
ICSC's McGee: Shift to Entertainment Retailers in Malls (Audio)
12 perc
131. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Tom McGee, CEO of the International Council of Shopping Centers (ICSC), on retail investment, occupancy, and the future of brick and mortar stores.
Blanchflower: Turmoil Amongst Conservatives on Brexit (Audio)
8 perc
130. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Leading labour economist Danny Blanchflower, Professor of Economics at Dartmouth College, on BOE's Mark Carney defending his 'Brexit' risk stance.
Bloomberg's Crooks: Coca-Cola Halting Ops in Venezuela (Audio)
8 perc
129. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Nathan Crooks, Caracas Bureau Chief for Bloomberg, on sugar being so scarce in Venezuela that Coca-Cola will stop production.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
128. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor on today's market winners, losers, and Stock of the Day: KLX Inc. (KLXI).
BNY's La Salla on Brexit Uncertainty Impacting Investing(Audio)
11 perc
127. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Frank La Salla, Chief Executive Officer, Global Structured Products and Alternative Investment Services for BNY Mellon, on the markets and alternative investments. Broadcasting live from the BNY Mellon Asset Servicing Conference in Tuscon, Arizona.
Hedgemark's Lapkin on Challenges to Hedge Fund Investing(Audio)
12 perc
126. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Andrew Lapkin, CEO of HedgeMark International, on the hedge fund landscape and the top drivers of hedge fund investors. Broadcasting live from the BNY Mellon Asset Servicing Conference in Tuscon, Arizona.
Bloomberg's Damouni on Valeant, Allergan, Medivation (Audio)
8 perc
125. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Sasha Damouni, First Word health care reporter for Bloomberg, on the latest news at the UBS health care conference in NYC: Valeant, Allergan and Medivation. Broadcasting live from the BNY Mellon Asset Servicing Conference in Tuscon, Arizona.
BNY Mellon's Pandiri on Real Time Data For Asset Flows (Audio)
11 perc
124. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Samir Pandiri, Executive Vice President and Global CEO of Asset Servicing at BNY Mellon, on regulation, big data and the fintech challenge. Broadcasting live from the BNY Mellon Asset Servicing Conference in Tuscon, Arizona.
Bloomberg's Miner on Bayer's $62 Billion Monsanto Bid (Audio)
12 perc
123. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jason Miner, Senior Global Chemicals Analyst for Bloomberg Intelligence, on Bayer's $62 billion cash bid for Monsanto. Broadcasting live from the BNY Mellon Asset Servicing Conference in Tuscon, Arizona
BNY Mellon's Shea: Enabling Global Investment in China (Audio)
21 perc
122. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brian Shea, Vice Chairman of BNY Mellon and Chief Executive Officer of Investment Services, on the future vision for the investment industry business model and investing in China. Broadcasting live from the BNY Mellon Asset Servicing Conference in Tuscon, Arizona.
Trulia's McLaughlin on Rise of Million Dollar Homes (Audio)
8 perc
121. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Ralph McLaughlin, Chief Economist at Trulia.com, on million dollar homes becoming commonplace in several of America's largest housing markets.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
120. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Keysight Technologies (KEYS).
Kotok: Puerto Rico Deal Is Pandora's Box for Muni Market(Audio)
12 perc
119. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David Kotok, Chairman and Chief Investment Officer at Cumberland Advisors, on his concern that bondholders will be subordinated to pension holders in Puerto Rico, paving the way for concerns in the muni market.
Blade's Wiesenthal on Partnership with Uber in Boston (Audio)
12 perc
118. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
LUXURY: Rob Wiesenthal, Founder and CEO of Blade, on the company’s new partnership with Uber for Boston service, and the company's business model and outlook.
Leader's Emons on Fed Causing Volatility in Bond Markets(Audio)
8 perc
117. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Ben Emons, Managing Director and Portfolio Manager for Leader Capital, on what the FOMC minutes mean for corporate bonds and spreads.
Bloomberg's Ubelhart on Deere, Kapur on Bernie Sanders (Audio)
12 perc
116. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on Deere earnings and the agricultural equipment space.
Sahil Kapur, Bloomberg politics reporter and producer, on Sanders reassuring the Democratic party on unity.
Hessam Nadji on Commercial Real Estate: Likes Dallas (Audio)
12 perc
115. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Hessam Nadji, CEO of Marcus & Millichap, on the outlook for commercial real estate: he sees value in Dallas and Atlanta.
Breeders' Cup's Rotondo on Preakness Betting Strategies (Audio)
8 perc
114. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Peter Rotondo Jr, Vice President of Media & Entertainment at The Breeders' Cup, and Bloomberg racing enthusiast Gary Ettl, on betting strategies for the Preakness.
VerbalizeIt's Frankel on Smartling Acquiring His Company(Audio)
8 perc
113. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ryan Frankel, CEO of VerbalizeIt, will discuss his translation company being acquired by Smartling.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
112. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg Stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Regis (RGS).
Eaton Vance's Piantedosi: Opportunity in Pinnacle Foods (Audio)
11 perc
111. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Lew Piantedosi, Vice President and Director of Growth Equity for Eaton Vance, for a look at the equity markets and sectors he is investing in.
Bloomberg's House on Puerto Rico Restructuring Debt Bill(Audio)
12 perc
110. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Billy House, Bloomberg Congressional Reporter, on the House reaching an agreement with the Treasury on a Puerto Rico restructuring bill for its $70 billion debt load.
Sanford's Oxgaard: Not Optimistic on Bayer-Monsanto Deal(Audio)
8 perc
109. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jonas Oxgaard, Chemicals Equity Analyst at Sanford Bernstein, weighs in on Bayer AG's bid for Monsanto: he's not optimistic the deal will go through.
Bloomberg's Micklethwait: Merkel Is Europe's Best Hope (Audio)
12 perc
108. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Micklethwait, Editor-In-Chief for Bloomberg Editorial, on Europe, Germany's "fatigue", and Brexit.
Wolfe's Mushkin Sees AMZN Becoming Horizontal Monopoly (Audio)
12 perc
107. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on Walmart earnings, Amazon and the retail space.
Conference Board's Goldstein on the April LEI Index (Audio)
8 perc
106. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ken Goldstein, Economist with the Conference Board, on the April LEI index.
Beaconcrest's Divney Is Avoiding Retail, But Likes Coach(Audio)
11 perc
105. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Kevin Divney, Chief Investment Officer and Founder of Beaconcrest Capital, for a look at the market reaction to the Fed minutes, and what sectors he is deploying capital to.
Bloomberg's Boesler Confirms Fed Open to June Rate Hike (Audio)
7 perc
104. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Bloomberg Fed reporter Matthew Boesler breaks down the April FOMC minutes. Joined by Bloomberg stocks editor David Wilson.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
103. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, Stock of the Day: Castlight Health (CSLT).
UMB's Kemper, Hagedorn: Reserves Protect Energy Exposure(Audio)
12 perc
102. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mariner Kemper, Chairman and CEO of UMB Financial, and Michael Hagedorn, President & CEO of UMB Bank, on their outlook for the banking industry and M&A activity.
Craig Johson: Consumer Is a Lot Worse Than Experts Think(Audio)
8 perc
101. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Craig Johnson, President of Customer Growth Partners, on the retail sector and today's retail eps: Target, Lowes, and Staples.
Bloomberg's Halperin Sees Unruly Democratic Convention (Audio)
6 perc
100. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Mark Halperin, co-author of “Game Change” and co-host of Bloomberg TV’s “With All Due Respect,” highlights political news: Kentucky and Oregon primary results.
Bloomberg BNA's Penn on DOL Ruling on Overtime Threshold(Audio)
5 perc
99. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Ben Penn, Bloomberg BNA Labor reporter, on the Department of Labor's Ruling to double salary threshold for overtime exemption to $47,476.
Stifel's Piegza Sees June Hike Likely If Data Supports (Audio)
12 perc
98. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Lindsey Piegza, Chief Economist at Stifel Nicolaus & Co., on the Fed's April minutes, oil, and China.
Amherst's Stanley on FOMC Minutes: 'Angry Birds' at Fed (Audio)
8 perc
97. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: Stephen Stanley, Chief Economist at Amherst Pierpont Securities, weighs in on the FOMC minutes and the "angry birds at the Fed."
McEnearney's Howell on Urban Housing Shift Back to D.C. (Audio)
8 perc
96. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
David Howell, CIO of McEnearney Associates, a leading Washington DC Metro real estate company, on the housing shift back to the District.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
95. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, Stock of the Day: Red Robin Gourmet Burgers (RRGB).
Dennis Gartman: Negative Population Growth Is Problem (Audio)
12 perc
94. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Dennis Gartman, Economist and Publisher of The Gartman Letter, with a macro look at the markets, the global economy, and gold: he sees the negative population growth around the world as a huge problem.
Alexandria City Manager Jinks on The City of Millenials (Audio)
12 perc
93. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mark Jinks, City Manager for Alexandria, VA, on the city’s economy, tourism positioning and plans for development. Broadcasting live from the Kimpton Morrison House Hotel in Alexandria, Virginia.
Bloomberg's Barker on Upcoming Net Neutrality Decision (Audio)
8 perc
92. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brad Barker, Senior Government Analyst for Bloomberg Intelligence, on the impending court decision on net neutrality.
Bloomberg's Weixel on House Bill to Combat Zika Virus (Audio)
4 perc
91. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Bloomberg BNA reporter Nathaniel Weixel on the House unveiling a $622 million bill to combat the Zika virus.
Amplify's Magoon Says Online Retail Can Double or Triple(Audio)
12 perc
90. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Christian Magoon, CEO of Amplify Investments, on E-commerce retail sales, his predictions on the performance of online retail, and their new Online Retail ETF.
Kimpton's Hurlburt on Renovated Morrison House Hotel (Audio)
8 perc
89. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Matt Hurlburt, Area Director of Operations for Kimpton Hotels & Restaurants, on the hospitality industry and the new Morrison House hotel in Alexandria. Broadcasting live from the Kimpton Morrison House Hotel in Alexandria, Virginia.
GVA's Garrity on AAPL: iPhone Still Drives Profitability(Audio)
8 perc
88. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David Garrity, Principal at GVA Research, GVA Research on Apple: Berkshire's $1 Billion investment in the company and Apple's investment in China's ride-sharing giant Didi.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
87. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Editas Medicine (EDIT).
Commonwealth's McMillan on Need for Consumer Spending (Audio)
12 perc
86. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, on how this week's economic numbers will impact stocks and markets, and his outlook for the Fed.
Trex's Cline on Alternative Decking: Poised For Growth (Audio)
12 perc
85. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jim Cline, CEO of Trex, the biggest alternative decking company in the US, on the impact of the existing home sales market, utilizing recycled materials, and how the industry is poised for growth.
Tradesy's DiNunzio on How Resale is Impacting Fashion (Audio)
8 perc
84. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Tracy DiNunzio, Founder and CEO of Tradesy, on their $30 in Series C Funding, and how resale is affecting the fashion industry.
Bloomberg's Koons on Pfizer, Again's Kilduff on Oil (Audio)
11 perc
83. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUESTS:
Bloomberg healthcare reporter Cynthia Koons on Pfizer buying eczema drugmaker Anacor for $5.2 billion.
John Kilduff, Founding partner of Again Capital, on the oil markets, and the rally: is the global supply glut really over?
Elbow Beach Bermuda's Chef Serge Botelli (Correct)(Audio)
7 perc
82. rész
(Corrects spelling of guest name)\u0010 (Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Executive Chef Serge Botelli, from Elbow Beach Bermuda, discusses the hotel and hospitality industry in Bermuda, and the art of cooking for celebrities- and queens.
76ers' O'Neil, StubHub's Cutler, on New Ads on Jerseys (Audio)
12 perc
81. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Scott O'Neill, CEO of the Philadelphia 76ers and the New Jersey Devils, and Scott Cutler, President and CEO of StubHub, on StubHub placing its logo on the team's jerseys beginning in the 2017-18 season- the first team in the four major US sports to sell an ad on a Jersey.
AMB's Cannon on Revenue Model for Mercedes-Benz Stadium (Audio)
8 perc
80. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Steve Cannon, CEO of AMB Group and former CEO of Mercedes-Benz USA, on the new fan-focused Mercedes-Benz stadium in Atlanta-- and how they will be selling $2 soda and hot dogs.
Bermuda Tourism's Hanbury on Boon of America's Cup 2017 (Audio)
8 perc
79. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bill Hanbury, CEO of the Bermuda Tourism Authority, on the health of the industry and what's driving tourism in Bermuda. Broadcasting live from Elbow Beach Bermuda.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
78. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Teladoc.
Russell Coutts on Improved Televising of America's Cup (Audio)
8 perc
77. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Sailing legend Sir Russell Coutts, CEO of the America's Cup Event Authority (ACEA), the organizing body for the 35th America's Cup, on the 2017 America's Cup in Bermuda.
Merlin's Obuchowski on AAPL: Not Impressed With Tim Cook(Audio)
12 perc
76. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Michael Obuchowski, Founder of Merlin Asset Management, on the markets, where he is finding value, and his views on the tech sector: he's not impressed with Tim Cook leading Apple.
NPD's Cohen: Department Stores Must Change Their Game (Audio)
12 perc
75. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Marshall Cohen, Chief Retail Analyst at NPD Group, for analysis of retail sales numbers, and the recent disappointing earnings from the sector. Broadcasting live from Elbow Beach Bermuda.
Nancy Gosling on Defending 'Dark & Stormy' Trademark (Audio)
12 perc
74. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Nancy Gosling, President and CEO of Gosling's Group of Companies, and daughter Victoria Esposito, Marketing Manager at Gosling's, on their 200 year old family business, the rum industry, and trademarking the Dark and Stormy drink. Broadcasting live from Elbow Beach Bermuda.
Bermuda Premier Dunkley: 'We Won't Let You Hide Things' (Audio)
12 perc
73. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
The Honorable Michael Dunkley, Premier of Bermuda, on the local economy, business and tourism in Bermuda. He also weighs in on the Panama Papers, and how Bermuda has always enforced compliant and transparent business practices. Broadcasting live from Elbow Beach Bermuda.
Saut Discusses Exercising Patience in Investing (Audio)
12 perc
72. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jeffrey D Saut
Mng Dir/Chief Investment Strategist
Raymond James & Assoc Inc
Jeffrey Saut, Chief Investment Strategist at Raymond James, on the US stock market and earnings.
Novak on Culture of Recognition (Audio)
12 perc
71. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David C Novak
Chairman
Yum Brands Inc
David Novak, Former CEO of YUM! Brands, on his new role as founder of OGO (O Great One!), a brand dedicated to helping people through the power of recognition, and his new book.
Teucrium's Gilbertie Sees Continued Strength in Corn (Audio)
12 perc
70. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Sal Gilbertie, President and Founder of Teucrium Trading LLC—which trades corn, wheat, soybeans, sugar – on the jump in soybeans and corn prices, and an update on other agricultural commodities.
GlobalReach's Mulhall on BOE, Sees Further GPB Strength (Audio)
8 perc
69. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Ciaran Mulhall, Chief Investment Officer at Dublin-based GlobalReach Securities Ltd., on the Bank of England’s rate decision and Brexit.
Desh Deshpande: Boston is Blessed With Problem Solvers (Audio)
7 perc
68. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Desh Deshpande, President and Chairman of the Sparta Group LLC and a trustee at the Despande Foundation, on the Boston tech scene and current projects in development.
SRG's Flickinger Says Legal Strategy Erred on ODP-SPLS (Audio)
8 perc
67. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Burt Flickinger, Managing Director, Strategic Resource Group, on Macy's earnings, and the failed Office Depot- Staples merger.
FBB's Bailey Likes Consumer Staples, Looking at Tobacco (Audio)
12 perc
66. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mike Bailey, Director of Research at FBB Capital Partners, on earnings, what’s driving the markets, and the latest in the Google/Oracle case.
Dollar Shave Club's Dubin, Mourad on New Grooming Line (Audio)
12 perc
65. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Michael Dubin, CEO and Co-Founder of Dollar Shave Club, and Fadi Mourad, Chief Product Innovation Officer, on disrupting the razor industry with their straight-to-consumer delivery business, and the company's new personal grooming products.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
64. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Fogo de Chao (FOGO).
Cory Booker on 'Cutting Thru Red Tape' on Tunnel Project(Audio)
8 perc
63. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Senator Cory Booker to discuss the status of the Gateway Rail Tunnel project: his views on the project, potential funding from the government, and cutting through the red tape.
Bloomberg's Colitt on Impeachment of Brazil's Rousseff(Audio)
5 perc
62. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Raymond Colitt, Bloomberg Bureau Chief in Brasilia, on Brazil's looming impeachment of President Dilma Rousseff.
Bloomberg's Cirilli on Trump and the GOP Establishment (Audio)
5 perc
61. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Kevin Cirilli, Bloomberg Politics reporter, on the latest news surrounding Trump and his need to embrace the GOP establishment.
Diane Swonk Sees U.S. Election Driving Bond Prices Lower(Audio)
20 perc
60. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Diane Swonk, Founder of Diane Swonk Economics, on the latest economic data, bond prices, and what she forecasts for the next rate hike.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
59. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: PRA Group (PRAA).
Miller Tabak's Maley: Fed Continues To Bail Out Congress(Audio)
11 perc
58. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Matt Maley, Equity Strategist at Miller Tabak, with a macro look at the equity markets and monetary policy. Broadcasting live from the Boston Convention and Exhibition Center.
Boston Ballet's Nissinen on William Forsythe Partnership(Audio)
8 perc
57. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mikko Nissinen, Artistic Director at the Boston Ballet, on their new partnership with internationally renowned Choreographer William Forsythe. Broadcasting live from the Boston Convention and Exhibition Center.
Margaret Marshall: Bathrooms Are Focus of Segregation (Audio)
12 perc
56. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Margaret Marshall, Former Chief Justice of the Supreme Court of Massachusetts and senior counsel at Choate Hall & Stewart LLP in Boston, discusses her career, her landmark decision legalizing gay marriage, and the U.S. Justice Department suing North Carolina over its bathroom law. Broadcasting live from the Boston Convention and Exhibition Center.
Merrimack's Mulroy on Success of Pancreatic Drug Onivyde(Audio)
12 perc
55. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bob Mulroy, CEO of Merrimack Pharmaceuticals, on biotech earnings, consumer health and oncology, and its product pipeline. Broadcasting live from the Boston Convention and Exhibition Center.
Boston Chamber's Singh on Boston's Thriving Tech Scene (Audio)
8 perc
54. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Nav Singh, Managing Partner at the McKinsey Boston office and Chair of the Boston Chamber of Commerce, on this year's annual event and the evolution of the Boston tech and biotech scene. Broadcasting live from the Boston Convention and Exhibition Center.
Joel Stern Says Fed Raising Rates Will Cause a Recession(Audio)
8 perc
53. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Joel Stern, Chairman and CEO of Stern Value Management, on the Fed's monetary policy, and what he forecasts for the June FOMC meeting.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
52. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, Stock of the Day: Wayfair (W).
Motley Fool's Barker on Stocks: Likes Tractor Supply (Audio)
11 perc
51. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bill Barker, co-portfolio manager of Motley Fool Asset Management, on the markets, their investment strategy and stocks.
Direct Lending's Ross on LendingClub's Loan Sale Abuse (Audio)
12 perc
50. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brendan Ross, Founder and CEO of Direct Lending Investments, LLC, on LendingClub plunging after findings of loan-sale abuse, and a look at the lending landscape.
Bloomberg's Papadopolous on Derby Winning Horse Nyquist (Audio)
8 perc
49. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David Papadopolous, Managing Editor for Bloomberg News, recaps this year's Kentucky Derby and outlook for the winning horse, Nyquist.
Bloomberg's Halen on JAB Holding Buying Krispy Kreme (Audio)
7 perc
48. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Michael Halen, Senior Restaurant analyst for Bloomberg Intelligence, on Krispy Kreme being bought by JAB Holding for $21 a share.
David McCourt on Trends Impacting the Telecom Industry (Audio)
12 perc
47. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David McCourt, Chairman and CEO of Granahan McCourt Capital, on the telecommunications landscape and the three biggest trends that will impact today’s telecom industries.
Logic's O'Neill: Global Oil Demand is Underestimated (Audio)
8 perc
46. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bill O'Neill, Founder and Partner at Logic Advisors, on the oil markets and the new Saudi oil minister's statement that they will not be cutting back on production.
1-800-Flowers.com's McCann on Using AI to Place Orders (Audio)
8 perc
45. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jim McCann, Founder and CEO of 1-800-Flowers.com, on their recent technology announcements with Facebook, Amazon and IBM, and their forecast for Mother's Day.
BlackRock's Winshel: Millenials Driving Impact Investing(Audio)
12 perc
44. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Deborah Winshel, Global Head of Impact Investing for BlackRock Inc., on their new Impact ETF, and why sustainable investing represents a growing portion of the investment universe.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
43. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: DeVry Education Group (DV).
Satish Jindel Says Amazon Will Crush Other Retailers (Audio)
12 perc
42. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Satish Jindel, President of SJ Consulting Group, on what Amazon is doing with its logistics capabilities to change the retail sector.
Starburst's Espahbodi on Growing Investment in Aerospace(Audio)
8 perc
41. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Van Espahbodi, Partner and Co-Founder of Starburst Accelerator, on the state of the aerospace, defence and space markets in the US, and venture capital's growing interest in the market.
Senator Lieberman Advises Against Any Business With Iran(Audio)
12 perc
40. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Former Senator Joe Lieberman, Chairman of UANI-United Against Nuclear Iran, discusses why his organization is warning companies that re-entering the Iranian market is risky business.
DOL's Shierholz: Increase in Hours Offsets Job Growth (Audio)
12 perc
39. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Heidi Shierholz, Labor Secretary Tom Perez's Chief Economist at the Department of Labor, on the April jobs report.
Predicteform's Zucker Favors Nyquist, Outwork for Derby (Audio)
8 perc
38. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Dan Zucker, Co-Founder of Predicteform.com, on what his proprietary models are forecasting for the Kentucky Derby.
Ballotcraft's Jiang on Creating a Fantasy Politics Game (Audio)
8 perc
37. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Dennis Jiang, CEO and Founder of Ballotcraft, a fantasy politics game founded by two Stanford grads, where thousands of players use fake money to buy "shares" in candidates.
Roger McNamee Says Replace Alfalfa Fields With Marijuana(Audio)
11 perc
36. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Roger McNamee, Founding Partner of venture capital firm, Elevation Partners, on Facebook and Apple, why the collapse of the unicorn bubble shouldn't worry investors, and the cannabis industry.
Lord Browne on 'The Glass Closet': Inclusion is the Key (Audio)
12 perc
35. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Lord John Browne, executive chairman of L1 Energy and former CEO of BP, and author of "The Glass Closet" on the business embargo in North Carolina over its current anti-LGBT laws, and why it's good for companies to be LGBT friendly.
Morningstar's Wasiolek Says Priceline is Well Positioned(Audio)
8 perc
34. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Dan Wasiolek, Senior Equity Analyst at Morningstar, on Priceline earnings, how the company benefits from scale and international bookings, and general travel outlook.
Stanford's Taylor Sees Advantage in Normalizing Rates (Audio)
20 perc
33. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
FED IN FOCUS: John Taylor, Professor of Economics at Stanford University and Senior Fellow in Economics at the Hoover Institution, on global financial instability and the roles central banks play.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
32. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, loses, and Stock of the Day: Glaukos (GKOS).
Bloomberg's Halperin on Kasich, Cruz Exiting Race (Audio)
6 perc
31. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Mark Halperin, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: John Kasich and Ted Cruz dropping out of race; Trump moving ahead; Clinton vs Sanders.
Bloomberg's Webb on Apple Revamping Its Music Service (Audio)
4 perc
30. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Alex Webb, Bloomberg Tech reporter covering all things Apple, on revamping Apple music service and the sputtering smartphone market.
Fed's Williams Supports June Hike, Sees 2% GDP Growth (Audio)
27 perc
29. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010John Williams, President and CEO of the San Francisco Federal Reserve Bank, on the economy, rate hikes, inflation and jobs.
Bloomberg's Butler: Cautious of Sprint's Network Upgrade(Audio)
8 perc
28. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Butler, Senior Telecoms Analyst for Bloomberg Intelligence, on Sprint's earnings and the FCC's upcoming spectrum auction.
Pacific Heights' Cuggino Sees Global Growth Long Term (Audio)
12 perc
27. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Michael Cuggino, President of Pacific Heights Asset Management and portfolio manager at Permanent Portfolio Family of Funds, for a look at the markets and where he sees opportunities.
Fed's Fernald on Changing Nature of Productivity in U.S.(Audio)
8 perc
26. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
John Fernald, Senior Research Advisor at the San Francisco Fed, discusses productivity and the economy.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
25. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: P.H. Glatfelter (GLT).
Auto Analyst Alan Baum: Auto Sales To Plateau This Year (Audio)
12 perc
24. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Alan Baum, Principal at Baum and Associates, a West Bloomfield, Michigan based research firm focused on automotive, for analysis of April auto sales.
San Fran Fed's Williams, Daly, on Wage Growth and Labor (Audio)
11 perc
23. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Mary Daly, Senior Vice President and Associate Director of Research at the Federal Reserve Bank of San Francisco, joins Fed President John Williams to discuss wage growth and the labor market.
Lountzis Says Buffett Remains Overwhelmingly Positive (Audio)
8 perc
22. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Paul Lountzis, Founder of Lountzis Asset Management, on Berkshire Hathaway's annual shareholders’ meeting in Omaha, Nebraska.
Noal Goldfarb Doesn't See Much Upside Left to Bonds (Audio)
12 perc
21. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Noel Goldfarb, Financial Advisor with National Financial Network, LLC, on investing for individuals, maximizing wealth, and impact of fiduciary rules.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
20. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Haemonetics (HAE).
Maglan's Tawil on Puerto Rico: Infrastructure at Risk (Audio)
12 perc
19. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David Tawil, President and Co-Founder of Maglan Capital, with analysis of Puerto Rico's default.
S&P's Glickman on Halliburton: US Focus Still Poses Risk(Audio)
8 perc
18. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Stewart Glickman, Equity Analyst and Group Head of Energy and Materials from S&P Capital, on Halliburton and Baker Hughes quitting their $28 Billion merger.
Vertical's Dillon on IP Buying WY Pulp Asset: 'Win Win' (Audio)
5 perc
17. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Chip Dillon, Partner and Head of Global Paper and Packaging Practice at Vertical Research Partners, on International Paper buying Weyerhaeuser's pulp business for $2.2 billion.
Bloomberg's Leonard on New Book, 'Neither Snow Nor Rain'(Audio)
12 perc
16. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Bloomberg Businessweek writer Devin Leonard on his new book "NEITHER SNOW NOR RAIN," a landmark century-spanning social, political, and economic history of the United States Post Office.
ISM's Holcomb: Companies Continuing to Cut Inventories (Audio)
8 perc
15. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brad Holcomb, Chairman of the Manufacturing Business Survey at the Institute for Supply Management, on the April ISM report.
Bloomberg's Chappatta on Puerto Rico's Imminent Default (Audio)
8 perc
14. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Brian Chappatta, Municipal Bond Reporter for Bloomberg news, on which Puerto Rico bond may default next, as the next payment deadline looms on May 1.
Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)
13 perc
13. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Enova International (ENVA).
S&P's Stovall Says Better Off Rotating Than Retreating (Audio)
11 perc
12. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Sam Stovall, US Equity Strategist for S&P Capital IQ, for a look at the US stock market and his current investment strategies.
Cushing's Toudouze: Big Energy Companies Need to Adapt (Audio)
12 perc
11. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Libby Toudouze, Partner and Portfolio Manager at Cushing Asset Management, on Exxon and Chevron earnings.
Coravin's Lambrecht on Pouring Wine Without Pulling Cork(Audio)
8 perc
10. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Greg Lambrecht Founder & Chairman of Coravin, on their technology that allows you to pour your favorite wine by the glass without pulling the cork, and the new Coravin Model Two system.
Bloomberg's Krutoholow on Valeant Filing Annual Report (Audio)
5 perc
9. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Liz Krutoholow, Specialty Pharma and Biotech Analyst for Bloomberg Intelligence, on the statements in Valeant's annual report filed today.
Gavekal's Kroeber: China Needs a Consumer Led Economy (Audio)
12 perc
8. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Arthur Kroeber, Founding Partner of Gavekal Dragonomics, a China-focused economic research consultancy in Beijing, and a fellow of the Brookings-Tsinghua Center for Public Policy, on his new book, "China's Economy: What Everyone Needs To Know."
SG's Juckes Says USD/JPY Could Easily Trade Down to 100 (Audio)
8 perc
7. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Kit Juckes, Global Strategist at Societe Generale, for a look at currencies, and the dollar hitting lows.
WM's Steiner on Earnings, Generating Big Cash (Correct)(Audio)
12 perc
6. rész
(Corrects ticker in headline)
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
David Steiner, CEO of Waste Management, on the company’s strong earnings, and focus to "have destiny in its own hands" by building water treatment plants to tackle leachate.
Bloomberg's Sweeney, Wilson on Amazon's Blowout Earnings(Audio)
13 perc
5. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
Guest:
Paul Sweeney, Director of North American Research and Media analyst for Bloomberg Intelligence, and David Wilson, Bloomberg stocks editor, discuss Amazon's blowout earnings, aided by the growth of its profitable cloud business.
Caprock's Weatherley-White: Plotting for Post-Carbon Era(Audio)
8 perc
4. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Matthew Weatherley-White, Managing director of The Caprock Group and the architect of their Impact Platform, discusses the energy landscape and the emerging outline of a post-carbon era.
Standard Life's Morris Likes Rockwell Collins, Schwab (Audio)
11 perc
3. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Jeff Morris, Head of US Equities at Standard Life Investments, on US Equities, focusing on banking, industrial, and aerospace/defense stocks.
Bloomberg's Halperin on Trump's Appeal: People Like Fun (Audio)
7 perc
2. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Mark Halperin, co-author of “Game Change” and host of Bloomberg TV’s “With All Due Respect,” highlights political news: Boehner won't back "Lucifer" Cruz; the deal to stop Trump may be backfiring; Carly Fiorina joining Ted Cruz.
Bloomberg's Damouni on Abbott's 'Transformational' Deal (Audio)
4 perc
1. rész
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Sasha Damouni, Bloomberg First Word Health Care reporter, on Abbott buying St Jude Medical for $25 Billion in a record deal.