Bloomberg Intelligence

Bloomberg
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Nov 16, 2018 • 26min

The Bottom Line Is California Won't Allow PG&E To Fail

Kit Konolige, Senior Industrials and Utilities Analyst for Bloomberg Intelligence, on PG&E soaring after regulator signals it doesn’t have bankruptcy interest.  Brendan Brown, Chief Economist and Head of Economic Research at Mitsubishi UFJ Securities, discusses Brexit, the global economy, and themes from his new book, "The Case Against 2 Per Cent Inflation." Adnan Durrani, CEO and Founder of Saffron Road, on the global shift away from processed food, and towards smaller, organic brands.  Therese Raphael, Bloomberg Opinion Editor, discusses her column, "The Problem Isn’t Theresa May. It’s Brexit."See omnystudio.com/listener for privacy information.
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Nov 15, 2018 • 31min

People Voted On Health Care, Not The Economy: Rep. Eshoo

Rep. Anna Eshoo, D-CA, discusses health care legislation and what the Democrats have in store when they take over the House in January. Chris Ailman, Chief Investment Officer at CalSTRS Investments, on banding together with other investors representing more than $4.8 trillion in assets to pressure gun manufacturers and sellers on gun safety. Tom Gann, Chief Public Policy Officer at McAfee, on why financials and the government face the biggest cyber risk. Kevin Murphy, CEO of Acreage Holdings, on going public in Canada,  their acquisition push, and the future of cannabis legislation in the U.S. Broadcasting live from Bloomberg’s Government Next.2018 conference in Washington DC.See omnystudio.com/listener for privacy information.
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Nov 14, 2018 • 29min

Permanente Sees Health Care Shifting From Hospital To Home

See omnystudio.com/listener for privacy information.
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Nov 13, 2018 • 29min

France Wouldn't Consume More U.S. Wine, Even With Zero Tariffs

Tom Gearing, Managing Director and co-Founder of Cult Wines, on Trump's wine tweets, and investing in wine. Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on the mounting pressure on Theresa May to abandon her Brexit plan, as well as a look at Italy's budget. Petco CEO Ron Coughlin discusses the company’s new standards for pet nutrition and potential impact to its annual sales. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses how the deficit will require more funding. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.
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Nov 12, 2018 • 29min

State-Approved Cannabis Will Become Permanent in 2019

Adam Bierman, CEO and co-founder of MedMen, on their recent acquisition of PharmaCann, and how this year’s midterms will impact the cannabis industry.  Gary Shilling, President of A. Gary Shilling, on the dollar and a looming recession. John Kilduff, Founding Partner of Again Capital, to discuss current outlook for oil price and markets, following Saudi's announcement of cutting back supply. Jay Stein, CEO of Dream Hotels, on hotel industry trends, the effect of Airbnb on the hospitality sector, and AI driving customer experiences.  Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.
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Nov 9, 2018 • 30min

Signs of Credit Stress Pose A Big Challenge to Emerging Markets

Damian Sassower, Chief EM Credit Strategist for Bloomberg Intelligence, on tight conditions shifting the returns on EM, and the current outlook for EM markets. Greg Gohr, Senior Vice President, Wealth Management, Commonwealth Financial Network, discusses momentum towards fee-only advisory business and the fee-only landscape. Julian Lee, Bloomberg oil strategist, on oil entering a bear market. Maggie Johndrow, financial advisor and Founder of Johndrow Wealth Management, on guiding millennials’ investing. Broadcasting Live from the Commonwealth Financial Networks Annual National Conference of Advisors, from the Marriott in Austin, Texas.See omnystudio.com/listener for privacy information.
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Nov 8, 2018 • 30min

We've Been Reducing Risk As Cycle Nears Peak: Commonwealth CIO

Brad McMillan, Chief Investment Officer at Commonwealth Financial Network, on markets and investments. Kristina Hooper, Chief Market Strategist, Invesco, on how the election outcome will impact investing strategy. Larry Liebert, National Security Editor for Bloomberg, on what to expect after the firing of Jeff Sessions.  Virgil Kahl, President and Owner, Spring Ridge Financial Group, LLC, discusses the active vs. passive debate, and the use of ETFs vs mutual funds. Broadcasting live from Commonwealth Financial Network’s National Conference 2018 in Austin, Texas.See omnystudio.com/listener for privacy information.
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Nov 7, 2018 • 32min

Stock Rally Is More A Sign of Relief Than Cheering Gridlock

Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on what the midterm elections mean to markets and investors. Steve Dennis, Senate reporter for Bloomberg, on the new Senate makeup, and Mitch McConnell’s goals. Bloomberg's Billy House, Congressional Reporter, and Toluse Olorunnipa, on what to expect from the Democratic House and their subpoena power.  Amanda Albright, muni reporter for Bloomberg, on the bond sales that voters approved in the midterms, and how it could impact infrastructure around the country.See omnystudio.com/listener for privacy information.
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Nov 6, 2018 • 27min

Florida Is Delivering The Drama To Election Junkies

Al Hunt, Bloomberg Opinion columnist, discusses the key races to watch in the midterm elections. Schwark Satyavolu, Trinity Ventures General Partner, on investment opportunities in fintech. Brian Rye, Senior Government analyst for Bloomberg Intelligence, on the impact the midterm elections could have on major policies, ranging from healthcare to energy. Noel Hebert, Director of Credit Research for Bloomberg Intelligence, on Sears creditors asking a court to probe Eddie Lampert’s transactions that they say may have bilked them of $2.6 billion. See omnystudio.com/listener for privacy information.
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Nov 5, 2018 • 29min

A Big Red Flag In Nat Gas Is Exposed As Inventory Dwindles

Stephen Schork, President of the Schork Group, on the imbalance in the natural gas markets, and how Iran sanctions will play out on oil price. Adam Ereli, former US Ambassador to Bahrain and deputy State Department spokesman, on Iran sanctions and the power shift in Saudi Arabia. John Authers, Senior Editor for Bloomberg Markets, on why a Democratic midterms win would be good for the bond markets. Gilda Perez-Alvarado, CEO of JLL’s Hotel & Hospitality group, discusses the recovering hotel market. See omnystudio.com/listener for privacy information.

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