Sinopse
Carol Massar and Michael McKee speak with analysts and fund managers who advise investors on stock picks. Drawing upon Bloomberg news and data, timely investment strategies are analyzed and debated by the top minds on Wall Street. Breaking news,earnings reports and market updates round out an informative and compelling wrap-up to the day's action. Hosted by Michael McKee, Kathleen Hays
Episódios
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Dislocation In Credit Spreads Poses Risk For Market: Booth
12/12/2019 Duração: 31minDanielle 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.
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Silicon Valley Is Listening To Your Intimate Moments0-
11/12/2019 Duração: 30minAustin 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.
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Netflix Must Cut Prices To Compete: Needham's Martin
10/12/2019 Duração: 29minLaura 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.
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Justice Roberts Will Avoid Partisanship At All Cost
09/12/2019 Duração: 27minNoah 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.
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Chances Are High That Bullish Cycle Extends: Authers
06/12/2019 Duração: 28minCarl 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.
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Far More Downside Than Upside, Says Natixis' Lafferty
05/12/2019 Duração: 26minDavid 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.
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Liquidity Crisis Is Coming To Credit Markets: TCW's Rivelle
04/12/2019 Duração: 28minTad 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.
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The Amazon Threat Forces Grocers To Go High-Tech
03/12/2019 Duração: 28minMatt 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.
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Revival Of Steel Tariffs May Be A Signal To China
02/12/2019 Duração: 29minBrendan 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.
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Eco Data, Black Friday, Venture Capital
27/11/2019 Duração: 25minDan 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.
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Economy, UK Election, Home Sales
27/11/2019 Duração: 30minChris 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.
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Markets, Trade Negotiations, & Uber
25/11/2019 Duração: 26minDrew 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.
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Trade, Fixed Income, Kelley Blue Book
22/11/2019 Duração: 28minBrendan 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.
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Stocks Slip from Records; U.S. Consumer Comfort Climbs
21/11/2019 Duração: 26minDanielle 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.
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Stocks Slip on Trade Concerns
20/11/2019 Duração: 19minBen 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.
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Gol's Lark on Airline Business in Brazil
19/11/2019 Duração: 26minRichard 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.
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Stocks Trade Near Record Highs
18/11/2019 Duração: 23minGeoff 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.
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Mark Vitner, senior economist at Wells Fargo Securities,
15/11/2019 Duração: 29minMark 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.
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Powell's Testifies and Impeachment Hearings (Podcast)
13/11/2019 Duração: 20minDiane 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.
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Stocks Rise Before Trump Speech
13/11/2019 Duração: 27minIra 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.