Taking Stock

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 664:50:13
  • Mais informações

Informações:

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

  • Jobs Print Takes 50bp July Rate Cut Off Table: Dudley

    05/07/2019 Duração: 35min

    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

    03/07/2019 Duração: 27min

    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

    02/07/2019 Duração: 27min

    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)

    01/07/2019 Duração: 33min

    "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

    28/06/2019 Duração: 28min

    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

    27/06/2019 Duração: 29min

    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

    26/06/2019 Duração: 30min

    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

    25/06/2019 Duração: 27min

    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’

    24/06/2019 Duração: 29min

    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)

    21/06/2019 Duração: 30min

    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

    20/06/2019 Duração: 29min

    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

    19/06/2019 Duração: 26min

    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

    18/06/2019 Duração: 20min

    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

    17/06/2019 Duração: 27min

    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

    14/06/2019 Duração: 32min

    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

    13/06/2019 Duração: 31min

    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

    12/06/2019 Duração: 29min

    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)

    11/06/2019 Duração: 28min

    (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

    10/06/2019 Duração: 29min

    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.

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