Bloomberg Intelligence

Bloomberg
undefined
Feb 21, 2019 • 29min

Facebook Will Have To Rein In Sale Of Data: McNamee (Podcast)

Tech venture capitalist Roger McNamee, Founder of Elevation Partners, discusses his new book, "ZUCKED: Waking Up to the Facebook Catastrophe." Andy Browne, Editorial Director for Bloomberg New Economy Forum, on U.S.-China trade negotiations, and China banning Australia coal imports as retaliation for Huawei ban. Randy Frederick, VP of Trading and Derivatives at Schwab, discusses market behavior, and current investment outlook.  David Ritter, Payments and Specialty Finance Analyst for Bloomberg Intelligence, on Apple and Goldman testing a jointly developed credit card.  Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.
undefined
Feb 20, 2019 • 27min

EM Optimism Has Been Overblown: Brown Brothers' Thin

Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the U.S. push for a stable yuan, and his outlook for EM. Danielle DiMartino Booth, CEO of Quill Intelligence LLC, author of "FED UP: An Insider’s Take on Why The Federal Reserve is Bad For America," and a Bloomberg Opinion columnist, discusses the Fed’s big policy reversal. Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, discusses how markets were ahead of analysts on the current earnings recession. Shahien Nasripour, reporter for Bloomberg, on how Deutsche Bank weighed restructuring Trump loans on fear of default risks. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.
undefined
Feb 19, 2019 • 26min

Sanders Announces Presidential Run: Greg Valliere

Greg Valliere, chief U.S. policy strategist, AGF Investments, on Senator Bernie Sanders announcing a second White House bid. Burt Flickinger, Managing Director at Strategic Resource Group, discusses Walmart's fourth-quarter earnings report. Bloomberg's Craig Torres on challenges the Fed faces communicating the direction of the economy. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, talks about his outlook for financial markets. Hosted by Alix Steel and Paul Sweeney.See omnystudio.com/listener for privacy information.
undefined
Feb 15, 2019 • 29min

Amazon's Erstwhile NYC Site Will Lure In New Money

Ken Weissenberg, Partner-in-Charge: Real Estate, at EisnerAmper, on how real estate values will react to Amazon backing out of NYC HQ.  Anna Edgerton, congressional reporter for Bloomberg, on Trump invoking emergency powers to build his border wall. Michael Temple, Director of Corporate Credit US at Amundi Pioneer, on global bond markets. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on infrastructure, Amazon, and high speed rail. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.
undefined
Feb 14, 2019 • 25min

Retail Sales Numbers Are Just Wrong: Craig Johnson

Craig Johnson, President of Customer Growth Partners, and Carl Riccadonna, Chief US Economist for Bloomberg Economics, on retail sales posting the worst drop in nine years. Ken DeCubellis, the current CEO of Black Ridge and future CFO of AESE, and Frank Ng, current CEO of Ourgame International and future CEO of AESE, discuss their impending merger and what it will mean for esports and the investment community. Peter Andersen, Founder of Andersen Capital Management, LLC, on markets, current investment strategy, and why Nvidia is a buy. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Airbus scrapping its A380 jumbo plane amid an industry shift to smaller planes. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.
undefined
Feb 13, 2019 • 30min

Teva's Future Lies In Branded Drugs As Generics Sink (Podcast)

Teva Pharmaceutical’s CEO Kare Schultz discusses the earnings shortfall, product pipeline, and moving into biotech drugs.  Matt Rodrigue, Managing Director at Miller Buckfire, a Stifel company, represented the largest organized creditor in the Puerto Rico bankruptcy case and discusses the restructuring plan. Joe Perry, Tax Leader at Marcum, on how the Trump tax cut is creating many surprises for American tax payers. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on outlook for US markets, earnings season and investment strategies. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.
undefined
Feb 12, 2019 • 27min

China's Debt Poses Much Greater Threat Than Trade

John Authers, Senior Editor for Bloomberg Markets, on the China trade negotiations and impact to markets. Bloomberg Opinion columnists Tara Lachapelle and Sarah Halzack discuss how media companies are grappling with pricing and content, in a landscape where consumers continue to choose "free." Chris McCann, Chris McCann, CEO of 1-800-FLOWERS.COM, on Valentine's Day gifting season, incorporating AI technology, and trends in consumer behavior. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on U.S. budget negotiations could impact debt markets, and Fed's Mary Daly's comments on QE. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.
undefined
Feb 11, 2019 • 29min

Home Values Will Decline In Coastal Cities: Mohtashami (Podcast)

Logan Mohtashami, Senior Loan Officer for AMC Lending Group, on the slowdown in the housing market. Peter Tchir, Head of Macro Strategy at Academy Securities, on markets and current investment strategy. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on two large Chinese borrowers missing payment deadlines. Austin Carr, technology reporter for Bloomberg, on why taxpayers have a lot to lose in the Foxconn and Amazon headquarter deals. Hosted by Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.
undefined
Feb 8, 2019 • 29min

Former CIA Ops Chief: In the Long Game, Maduro Goes

Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses North Korea, Venezuela and the mid-east. Burt Flickinger, Managing Director at Strategic Resource Group, on what Eddie Lampert is doing with Sears, and winners and losers in bricks-and-mortar retail. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on the outlook for a China trade deal after Trump calls off his meeting with Xi. Mike McGlone, commodity strategist for Bloomberg Intelligence, on iron ore powering to its highest level since 2014, as the Vale mine crisis intensifies.See omnystudio.com/listener for privacy information.
undefined
Feb 7, 2019 • 29min

BB&T, Suntrust Merger Follows Key Fed Rule Change (Podcast)

Chris Whalen, Chairman of Whalen Global Advisors, and Arnold Kakuda, Senior Credit Analyst: Global Banking Sector for Bloomberg Intelligence, on BB&T Corp.'s merger with SunTrust Banks and what it bodes for the banking sector. Kevin Giddis, Head of Fixed Income at Raymond James, on the Fed, Treasury auctions, and bond markets. Alex Webb, European Technology columnist for Bloomberg Opinion, on Facebook’s advertising model under attack by German antitrust regulators. Ken Shea, Senior Analyst Global Food, Beverages & Tobacco for Bloomberg Intelligenece, on Tyson and Kellogg earnings.  Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app