Bloomberg Intelligence

Bloomberg
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May 9, 2019 • 27min

Anadarko Will Be Huge Stretch For Occidental's Coffers

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.See omnystudio.com/listener for privacy information.
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May 8, 2019 • 25min

Streaming Could Kill Cable In 4-5 Years: Porter Bibb

Porter Bibb, Managing Partner for MediaTech Capital Partners, on Disney and an overview of the digital media sector, which is in sustained transition. Randy Brown, CIO of Sun Life and Head of Investments for Sun Life Investment Management, on the increase in institutional investment in private debt. Ariel Cohen, Senior Fellow at the Atlantic Council, on Iran setting a 60-day deadline for its nuclear deal counterparts to abide by their commitments on oil and banking. Molly Smith, Corporate Finance Reporter for Bloomberg, on the IBM deal, and more big debt deals on the way. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.
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May 7, 2019 • 29min

EU Growth is OK for Credit, Not So Much For Stocks

Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund and a Bloomberg Opinion columnist, on the European Commission cutting growth forecasts. Matt Maley, Chief Equity Strategist for Miller, Tabak & Co., on the China trade deal looming over markets, and the quality of earnings. Chris McCann, CEO, 1-800-FLOWERS.COM, Inc, on the Mother's Day gifting season and company outlook. Dr. Henry Huiyao Wang, founder and president of the Center for China and Globalization, on what's holding back the China trade talks. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.
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May 6, 2019 • 25min

M&A Pipeline Is More Robust In 2020: Citizens' McCree

Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Financial Group, discusses the robust M&A market for small and mid-sized companies. Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on oil markets, as the U.S. amps up pressure on Venezuela and Iran. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on how soft commodities have become a macro bet. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on Trump threatening an escalation of tariffs on China. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.
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May 6, 2019 • 28min

Strength In All 13 Job Sectors Of Economy: Manpower

Becky Frankiewicz, President of ManpowerGroup North America, discusses the jobs landscape and what industries are showing the strongest hiring. David Dietze, Founder, President and Chief Investment Strategist of Point View Wealth Management, and  Peggy Collins, U.S. Investing team leader, on the annual Berkshire Hathaway meeting and Buffett taking a stake in Amazon. Kristina Hooper, Chief Global Market Strategist at Invesco, on jobs data, central banks, and how different global elections and events could rattle markets. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses Fed pick Moore dropping out, the state of the White House and AG Barr.  Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.
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May 2, 2019 • 30min

Commercial Real Estate Market Is Sizzling: Lowenberg

Susan Lowenberg, President of the Lowenberg Corporation, on the booming commercial real estate market.  Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, with a "halftime report" for earnings season. Elton Kwok, General Manager: Northern California Region at WeWork, discusses the company's business model and the market for shared workspace. Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on Tesla planning to raise $2 billion. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.
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May 2, 2019 • 29min

Investors Fail To Ask Apple Most Fundamental Question

Shira Ovide, Bloomberg Opinion technology columnist, on the existential problem of Apple's declining iPhone sales. Harley Finkelstein, COO of Shopify, discusses earnings and why the direct to consumer movement is the future of retail. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the $2 trillion proposed infrastructure plan. Ken Monaghan, Amundi Pioneer Co-Director of High Yield, discusses the high yield landscape. Bloomberg Markets AM with Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.
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Apr 30, 2019 • 27min

Leveraged Loans Offering Better Risk-Reward: Finke

Tom Finke, Chairman and CEO of Barings, on the Milken conference and his current investment strategy and outlook. Nell Abernathy, Vice President of Policy and Strategy at the Roosevelt Institute, on why markets alone can't correct the imbalance of income and power in the economy. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on Alphabet's revenue miss. Sam Fazeli, Director of Research for Bloomberg Intelligence, on big pharma earnings today: Pfizer, Eli Lilly and Merck & Co. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.
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Apr 29, 2019 • 22min

Zoom CFO: Primary Goal Post-IPO Is Organic Growth

Kelly Steckelberg, CFO of Zoom, on going public and the company outlook. Clive Gillmore, CEO and Group CIO of Mondrian Investment Partners, to discuss international equities and emerging markets, and what it means for US investors.  Bruce Levine, the Barbara and Edward Netter Professor in Cancer Gene Therapy at the Center for Cellular Immunotherapies at Penn, and co-founder of TMunity, discusses the latest gene therapy technologies, TMunity product pipeline, and acquisition goals. Patrick Clark, Bloomberg hotel reporter, on Marriott expanding its home-sharing business to compete with Airbnb. Hosted by Paul Sweeney and Lisa Abramowicz.See omnystudio.com/listener for privacy information.
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Apr 26, 2019 • 27min

AutoNation Looks Toward Used Cars Ahead of Downturn

Carl Liebert, President and CEO of AutoNation, on earnings and outlook, and the health of the auto loan landscape. Paul Galvin, head of sustainable construction company SG Blocks, which repurposes shipping containers into living and working environments.  Tom Atteberry, Portfolio Manager for FPA, on the Fed, fixed income, and the economic slowdown. Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, and Olivia Zaleski, Bloomberg deals reporter, on Uber's IPO filing and Slack's impending listing. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

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