Bloomberg Intelligence

Bloomberg
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Apr 25, 2019 • 25min

Macri Frittered Away His Time To Make Reforms: Rhodes (Podcast)

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on Argentina and Venezuela. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, previews Intel and discusses the rally in semiconductor stocks. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Ford and Tesla. Brian Chappatta, Bloomberg Opinion debt columnist, discusses why the Fed should buy muni bonds in the next recession. See omnystudio.com/listener for privacy information.
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Apr 24, 2019 • 27min

Facebook Ad Spending Is Solid Despite Privacy Issues (Podcast)

Mark Douglas, CEO of SteelHouse, on the ad landscape for Facebook and Twitter. Gilda Perez-Alvarado, CEO of JLL Hotels & Hospitality, discusses where investors are flocking, and what's driving M&A in the hotel space. Welles Fitzpatrick, Managing Director: E&P Research at SunTrust Robinson Humphrey, on how Occidental's bid for Anadarko compares to Chevron's. Liam Denning, Energy, Mining and Commodities columnist for Bloomberg Opinion, previews what to expect from Tesla earnings. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.
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Apr 22, 2019 • 26min

Bolton's Desire For Iran Regime Change Hits Oil Market

John Kilduff, Founding Partner of Again Capital, on the Trump Administration eliminating Iran oil sanction waivers. Max Chafkin, Bloomberg Businessweek Features Editor, on Tesla: investor day, earnings, SEC case and feud with Panasonic. David Loevinger, Sovereign Analyst and China Expert at TCW, and former Senior Coordinator for China at the Treasury Department, on the trade war and broader implications for emerging markets investing. Brian Deese, Global Head of Sustainable Investing at BlackRock, discusses the investment implications for climate-related risks on Earth Day.See omnystudio.com/listener for privacy information.
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Apr 18, 2019 • 29min

Barr Broke From Mueller On Who Calls Obstruction: Mintz

Bob Mintz, former federal prosecutor and Partner at McCarter & English, with legal analysis of the Mueller report. Karen Ubelhart, Senior Industrials analyst for Bloomberg Intelligence, on Honeywell earnings and outlook for industrials. Jacob Frenkel, former federal prosecutor with an Independent Counsel, now partner at Dickinson Wright, discusses Attorney General Barr's handling of the Mueller report. Kristine Owram, on discuss Canopy Growth Corp. buying Acreage Holdings Inc. for about $3.4 billion, in what would be the first major cross-border cannabis merger. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.
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Apr 16, 2019 • 27min

The Ultra-Wealthy Favor Private Corporate Investments

Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing after Q1. Michael Terwilliger, Portfolio Manager for the Resource Credit Income Fund, on how a new 48-hour trade reporting delay for corporate bonds could impact the market. Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, on Johnson & Johnson’s better than expected drug sales, and UnitedHealth raising their outlook. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on how Venezuela sanctions are keeping investors away.  Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.
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Apr 15, 2019 • 24min

Tiger Woods Is Once Again Golf's Biggest Star (Podcast)

Eben-Novy Williams, Bloomberg sports reporter, on the ripple effect of Tiger Woods winning the Masters. Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on Citigroup and Goldman Sachs earnings. Laura Davison, Congressional Tax Reporter for Bloomberg, on how most taxpayers felt no benefit from the Trump tax cut. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on the China trade deal. See omnystudio.com/listener for privacy information.
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Apr 12, 2019 • 27min

Banks Reveal Concerning Credit Deterioration: Peabody

Charles Peabody, President of Portales Partners LLC, on bank earnings and why the picture isn't as rosy as the market seems to think. Tara Lachapelle, Deals, Telecom and Media Columnist for Bloomberg Opinion columnist, on Disney's new video service which undercuts Netflix. Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on credit markets, the Fed, and the firm's new global outlook. Shira Ovide, Bloomberg technology columnist, on why investors are going to have a hard time valuing Uber.See omnystudio.com/listener for privacy information.
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Apr 11, 2019 • 29min

How Science Can Jumpstart Economy: MIT Economists

Jonathan Gruber, Professor of Economics at MIT and the key architect of both Romneycare and Obamacare, and Simon Johnson, Professor of Entrepreneurship at MIT and former chief economist to the IMF, discuss their new book: "Jumpstarting America: How Breakthrough Science Can Revive Economic Growth and the American Dream." RJ Gallo, Senior Portfolio Manager: Fixed Income at Federated, on why he's not worried about the Fed balance sheet. Lionel Laurent, Bloomberg Opinion columnist covering finance and markets, on Theresa May dragging Europe into Brexit's quicksand. John Butler, Senior telecom analyst for Bloomberg Intelligence, on why T-Mobile's proposed deal to buy Sprint stands on shaky ground.  Hosted by Paul Sweeney and Lisa Abramowicz (Vince Cignarella filling in for Lisa Abramowicz.)See omnystudio.com/listener for privacy information.
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Apr 10, 2019 • 35min

Bank CEO Hearings Put Spotlight On Forced Arbitration

Max Abelson, money and power reporter for Bloomberg, discusses the big U.S. bank CEOs testifying in today's “Holding Megabanks Accountable" hearing before Congress. Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, on why investors should follow the money flows. Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, on Uber's IPO and outlook for food delivery ride-hailing apps. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on forex and monetary policy.  Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.
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Apr 9, 2019 • 26min

Trade and Tariff Disputes Between the U.S. and EU (Podcast)

Shawn Donnan, Bloomberg Senior Trade Reporter, discussing the EU and U.S. trade and tariff disputes. We also have David Dietze, President and Chief Investment Strategist at Point View Wealth Management, discussing markets and investing. Also joining in on the conversation is Adam Tempkin, reporter covering structured finance for the Bloomberg credit team, on his recent story "Inflated Credit Scores Leave Investors in the Dark on Real Risks". Also, we have Maggie Johndrow, Financial Advisor and Founder of Johndrow Wealth Management, on new tax law changes around alimony and child support, as the April 15th tax deadline approaches. Hosts: Lisa Abramowicz and Paul SweeneySee omnystudio.com/listener for privacy information.

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