Bloomberg Intelligence

Bloomberg
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Mar 11, 2019 • 26min

It's Always Time to Talk Donuts

Seema Shah, Senior Consumer Analyst for Bloomberg Intelligence  has her retail preview ahead of retail sales data release. Also in studio is Buzzy Geduld, CEO of Cougar Capital and Nancy Geduld Vice President and manager of the new Donut Pub. George Ferguson, Bloomberg Intelligence Senior Aerospace/Defense and Airline Analyst discusses the recent tragic events for the Boeing Max 737. Also joining in the studio is Bruce Linton, CEO of Canopy Growth, the largest Marijuana stock. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.
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Mar 8, 2019 • 29min

Economy Is Strong But Beware Of Auto Tariffs: BNY's Levine:

Alicia Levine, BNY Mellon Chief Strategist: Investment Management, discusses market reaction to jobs data and outlook for global markets. Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on oil markets in a holding pattern. Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on bond markets and investing outlook. Amanda Albright, Muni reporter for Bloomberg, discusses the SALT cap, and NJ's dismal weed tax forecast. (Alix Steel filling in for Lisa Abramowicz). See omnystudio.com/listener for privacy information.
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Mar 7, 2019 • 28min

We're Pretty Late In The Credit Cycle: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit market and current investment strategy. Shira Ovide, Bloomberg Opinion technology columnist, discusses why the business of Lyft and Uber are getting muddier to model. Bill Smead, CEO and CIO of Smead Capital Management, on how Kroger is investing in the customer of the future. Hosted by Abramowicz and Paul Sweeney. Amy Webb, professor of strategic foresight at the NYU Stern School of Business and the Founder of the Future Today Institute, discusses her new book, "THE BIG NINE: How the Tech Titans and Their Thinking Machines Could Warp Humanity."See omnystudio.com/listener for privacy information.
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Mar 6, 2019 • 28min

2008 Crisis Lesson: Be Greedy When Others Are Fearful

Charlie Bobrinskoy, Vice Chairman, Head of the Investment Group and Portfolio Manager at Ariel Investments, discusses markets, and weathering a downturn. Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on GE's power unit facing a multi-year slump. Max Nisen, Bloomberg Opinion health care columnist, on JNJ's new nasal spray for depression. Carl Riccadonna, Chief US Economist for Bloomberg Economics, on former NY Fed President Bill Dudley's column, "Don’t Assume The Fed Is Done Raising Rates." Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.
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Mar 5, 2019 • 29min

Target Will Benefit Most From Retailer Bankruptcies (Podcast)

Burt Flickinger, Managing Director for Strategic Resource Group, on Target and Kohl's, and the retail landscape.  Atish Davda, CEO of EquityZen, on the Lyft roadshow and upcoming IPOs. Shawn Matthews, CEO of Hondius Capital Management, on why it's a good time to sell into any good China trade deal news. Brendan Ahern, CIO of KraneShares, on why the rumors of the death of the Chinese consumer is exaggerated.See omnystudio.com/listener for privacy information.
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Mar 4, 2019 • 26min

Market Surprise Will Be A Blowup From Europe: Ezrati

Milton Ezrati, independent economics and investment strategy consultant and chief economist for Vested, discusses why Europe is a slow-moving car crash. Greg La Blanc, Lecturer at Haas School of Business and Berkeley Law School at the University of California Berkeley, discusses fintech innovation in the asset management industry. Steve Meyer, Head of Global Wealth Management Services at SEI, on the big changes in the financial services industry. Tom Orlik, Chief Economist for Bloomberg Economics, discusses the latest news on the US-China trade deal, and China's planned cut to the VAT for factories.  Hosted by Lisa Abramowicz and Paul Sweeney, broadcasting live from the SEI Executive Conference in Scottsdale, AZ.See omnystudio.com/listener for privacy information.
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Mar 1, 2019 • 29min

We Are In The Age of Surveillance Capitalism: Zuboff (Podcast)

Shoshana Zuboff, Profesor Emerita At Harvard Business School, discusses her new book THE AGE OF SURVEILLANCE CAPITALISM: The Fight for a Human Future at the New Frontier of Power.  Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, on Lyft's IPO.  Victor Garcia,  CEO Of CAI International (NYSE: CAI), on impact of tariffs, and how the rise of e-commerce has changed the landscape for shipping and logistics companies. Phil Orlando, Chief Equity Market Strategist at Federated Investors, on markets, the Fed and current investment strategy. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.
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Feb 28, 2019 • 27min

Hi-Yield Opportunity In Beat-Down California Utilities (Podcast)

Greg Hahn, President and CIO of Winthrop Capital Management, on his current investment outlook and opportunities in high yield. Dr. Sam Natapoff, President of Empire Global Ventures, on China trade talks following Lighthizer's hearing. Evan Clark, Deputy Managing Editor for WWD, on retailers searching for the model of the future. David Welch, Detroit Bureau Chief, on how new forms of mobility are making privately owned cars obsolete. Hosted by Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.
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Feb 25, 2019 • 28min

GE's Danaher Deal Doesn't Solve Its Problem With Growth

Brooke Sutherland, Bloomberg Opinion industrials columnist, on GE selling its BioPharma business to Danaher for $21.4 billion. Leland Miller, CEO of China Beige Book International, on the progress in US-China trade talks and deleveraging in China. John Kilduff, Founding Partner at Again Capital, on how Trump's tweet criticizing high oil prices may indicate a softening towards clamping down on Iranian sanctions waivers. Katherine Chiglinsky, U.S. finance reporter, on Berkshire Hathaway's annual letter and earnings results. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.
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Feb 23, 2019 • 29min

Mueller Report Likely To Impugn The President: Waxman (Podcast)

Seth Waxman, former federal prosecutor and Partner at Dickinson Wright, on the legal issues swirling around the Mueller report, reported to be filed as early as next week.  Chris Greiner, CFO of LivePerson, on how robots will increasingly answer corporate calls. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on the VRDO price-fixing lawsuits against major banks. Rob Waldner, Chief Strategist and Head of Multi-Sector Invesco Fixed Income, on bond markets and his 2019 outlook. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

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