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WalMart Is The Buy Of The Decade After Stock Plunge: Flickinger 20.02.2018 30:50
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...
Local Currency EM Debt Is A Good Play On Weaker Dollar: Stein 16.02.2018 25:29
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 i...
Lack of Bids For EM High Yield Debt: Bloomberg's Sassower 15.02.2018 33:24
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. Rob...
Time to Keep Reducing Risk, Particularly EM, Some Stocks: Tchir 14.02.2018 30:20
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...
Banks Are Still Reducing Energy Exposure: BlackGold’s Honari 13.02.2018 27:04
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. J...
Extremely Low Odds For Infrastructure Bill Becoming Law: Dean 12.02.2018 26:57
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 lebu...
Treasury ETFs See Big Inflows, Hot Money Is Spooked: Balchunas 09.02.2018 25:08
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 serv...
Tesla Provides No Answers On Model 3 Production Issues: Denning 08.02.2018 30:14
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...
Western Asset Adding Junk Bonds, Local Currency EM: Buchanan 07.02.2018 29:08
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...
Stock Drop Bears Markings of a Flash Crash: ISI’s DeBusschere 06.02.2018 26:55
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...
Bond Selloff Forces Funds to Reassess Strategy: FTN's Vogel 05.02.2018 27:42
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...
Apple Too Dependent on iPhone Cycle, Needs AI, Software: Gillis 02.02.2018 28:21
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 Bloomb...
Both Administrations Claim Economy But It’s Yellen’s: Eisenbeis 01.02.2018 26:05
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 Intellig...
Wingstop Expanding Globally, Aims To Be A Top Ten Brand: CEO 01.02.2018 27:09
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...
AMZN, JPM, BRK Health Care Venture May Pioneer New Model: Nisen 30.01.2018 30:03
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 STAT...
NAFTA Will Happen, But It May Take More Time: Bill Rhodes 29.01.2018 22:41
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 broadb...
Lot of Opportunities In Mexico's Energy Sector: IMF's Werner 26.01.2018 26:39
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. A...
Economy Appears to Have At Least 6 More Solid Months: Goldstein 25.01.2018 27:34
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 Cont...
After Selling Patron, John Paul DeJoria Turns To Rok Mobile 24.01.2018 28:58
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 und...
Solar Cost Declines To Persist Despite Tariff Disruption: Evans 23.01.2018 28:20
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,...
Big Tech Unlikely To Truly Challenge Wall Street: Ex-OCC Chair 22.01.2018 26:38
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...
Bitcoin ETF Race Is Heating Up Despite SEC Oversight: Balchunas 19.01.2018 40:03
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 o...
Amazon Is Now Competing For Advertising Dollars: Soper, Ovide 19.01.2018 26:59
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)...
Dollar Will Likely Resume Weakening Trend: BBH's Chandler 16.01.2018 26:53
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 bal...
Climate Change Is America's Most Pressing Threat: Admiral Stavridis 12.01.2018 27:36
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 in...
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