Bloomberg Intelligence

Bloomberg
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Dec 30, 2019 • 30min

Why China's Economy Is Best Revealed Through Credit Markets

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 LengaSee omnystudio.com/listener for privacy information.
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Dec 27, 2019 • 26min

Big Banks' Announced Job Cuts Don't Match The Reality

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.See omnystudio.com/listener for privacy information.
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Dec 26, 2019 • 27min

Top Market Worries Are Behind Us: State Street's Loh

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.See omnystudio.com/listener for privacy information.
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Dec 24, 2019 • 30min

Admiral Stavridis: It's Good Time For The Space Force

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).See omnystudio.com/listener for privacy information.
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Dec 23, 2019 • 30min

DraftKings Going Public As Legalization Fuels Growth

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.See omnystudio.com/listener for privacy information.
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Dec 20, 2019 • 29min

Apple Eyes Satellites As Way To Beam Data To Devices

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.See omnystudio.com/listener for privacy information.
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Dec 19, 2019 • 29min

Debt Capital Will Flow Into Cannabis: Canaccord CEO

 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.See omnystudio.com/listener for privacy information.
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Dec 18, 2019 • 24min

The Death Bell Is Tolling For Small Private Colleges

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.See omnystudio.com/listener for privacy information.
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Dec 17, 2019 • 29min

Trump's Bi-Lat Trade Strategy Failed With China Deal

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.See omnystudio.com/listener for privacy information.
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Dec 16, 2019 • 29min

Tech Poised For 5-7% Year-End Rally: Wedbush's Ives

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 SweeneySee omnystudio.com/listener for privacy information.

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