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

  • Why The US Dollar Is Poised to Weaken Vs Euro

    06/06/2019 Duração: 29min

    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

    05/06/2019 Duração: 36min

    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

    04/06/2019 Duração: 29min

    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

    03/06/2019 Duração: 30min

    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

    31/05/2019 Duração: 28min

    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

    30/05/2019 Duração: 28min

    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

    29/05/2019 Duração: 33min

    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)

    28/05/2019 Duração: 29min

    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

    24/05/2019 Duração: 28min

    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

    23/05/2019 Duração: 30min

    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

    22/05/2019 Duração: 25min

    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

    21/05/2019 Duração: 28min

    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

    20/05/2019 Duração: 27min

    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)

    20/05/2019 Duração: 30min

    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

    16/05/2019 Duração: 29min

    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)

    15/05/2019 Duração: 29min

    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

    14/05/2019 Duração: 30min

    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

    13/05/2019 Duração: 27min

    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

    10/05/2019 Duração: 29min

    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

    09/05/2019 Duração: 29min

    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.

página 28 de 101