Bloomberg Intelligence

Bloomberg
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Oct 22, 2018 • 27min

Ford Bonds Are A Golden Opportunity If Rating Holds Up

Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on whether Ford credit could get cut to a junk rating. Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan Stanley, on how the midterms could impact investing decisions. Gillian Tan, Senior Reporter for Bloomberg, on how Blackstone landed $20 billion from the Saudis for their new fund. Raj Sabharwal, Founding Partner and Managing Director at Glass Revolution Imports, on the growth of whiskey, new imports from India, and the impact of tariffs. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.
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Oct 19, 2018 • 28min

EM Investors Are Very Worried About China: Van Eck’s Fine

Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on emerging markets, China fears and the IMF. Marty Schenker, Chief Content Officer for Bloomberg News, on the political tightrope that Trump is facing in dealing with the Saudis and the Prince. Richard Lark, CFO at Gol Airlines, on Brazil’s economy post-election, using cash to delever, and why their new plans are saving them money. Sarah Halzack, Bloomberg Opinion consumer columnist, on what P&G's earnings surprise says about consumers.See omnystudio.com/listener for privacy information.
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Oct 18, 2018 • 26min

The Smart Money May Be Getting Out of the Market Now: Booth

Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, and a Bloomberg Opinion columnist, discusses red flags in the economy. Dr. Ellen Wald, President of Transversal Consulting and author of "Saudi, Inc.," discusses US-Saudi relations, and impact to oil markets and MBS’ tech investments. Peggy Collins, U.S. Investing team leader, on Invesco buying Oppenheimer Funds. Steve Englander, Global Head of G10 FX Research and North America Strategy for Standard Chartered Bank, and a Bloomberg Opinion columnist, on the U.S. Treasury’s foreign-exchange policy report to Congress.See omnystudio.com/listener for privacy information.
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Oct 17, 2018 • 26min

Digital Currencies Are Entering A Third Phase: CoinShares Chair

CoinShares Chairman Danny Masters discusses Fidelity’s new client offering, and the outlook for crypto currencies. Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, discusses her outlook for fixed income and why emerging markets are looking attractive. Anurag Rana, Senior Software & IT services analyst for Bloomberg Intelligence, on why Shopify will benefit from Canada's legalization, and IBM shares tanking after disappointing earnings. Hal Brands, Henry A. Kissinger Distinguished Professor at Johns Hopkins University and Bloomberg Opinion columnist, discusses the Saudi Arabia crisis, and his column: "The U.S. Needs a New Way to Deal With Dictators." See omnystudio.com/listener for privacy information.
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Oct 16, 2018 • 28min

The Saudis Need To Pick A Fall Guy: CIA Veteran Devine

Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the escalating crisis in Saudi Arabia.  Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and outlook.  Paul Sweeney, U.S. Director of Research and Senior Media & Internet Analyst for Bloomberg Intelligence, previews Netflix earnings. Aaron Brown, Bloomberg Opinion columnist and former head of financial market research at AQR Capital Management, on how Fidelity starting a crypto business for clients will impact the market.See omnystudio.com/listener for privacy information.
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Oct 15, 2018 • 30min

Trump Steering Economy To An Outdated Model: Joe Stiglitz

Guests: Joe Stiglitz, Nobel Laureate in Economics and Professor at Columbia University, discusses the deficit, trade wars, and how America must be lead towards the new, service economy. Noel Hebert, Director of Credit Research for Bloomberg Intelligence, on 125-year old iconic retailer Sears filing for bankruptcy. Ali Al-Ahmed, founder and director of The Institute for Gulf Affairs, and Toby Harshaw, Bloomberg Opinion editor, to discuss the missing Saudi journalist Khashoggi, and impact on US-Saudi relations. See omnystudio.com/listener for privacy information.
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Oct 12, 2018 • 28min

Avoid Banks, More Downside Coming: Charles Peabody (Podcast)

Charles Peabody, President of Portales Partners LLC, on bank earnings and why it’s not a good time to buy the sector. Nokia Chairman Risto Siilasmaa, discusses his new book, " Transforming NOKIA: The Power of Paranoid Optimism to Lead Through Colossal Change." Bobby Ghosh, Bloomberg Opinion editor, discusses the editorial:  "Saudi Arabia Must Explain What Happened to Khashoggi." Amanda Albright, muni bond reporter for Bloomberg, discusses Los Angeles considering creating a public bank. Hosted by Pimm Fox and Lisa Abramowicz. See omnystudio.com/listener for privacy information.
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Oct 11, 2018 • 30min

The Fed Isn’t Crazy, Trump’s Trade War Is: David Kotok

David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on the market selloff, Trump blaming the Fed, and his current economic outlook. Will Hares, European energy analyst for Bloomberg Intelligence, on OPEC cutting its estimate for global demand for crude next year. Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on the market rout and whether it's a buying opportunity. Ernest Loumaye, CEO of Women’s Health biopharma ObsEva (NASDAQ: OBSV), on their pipeline of drugs aimed at targeting conditions that impact womens' fertility. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.
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Oct 10, 2018 • 29min

China Must Decide On Growth Or Deleveraging: Magnus

George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on his new book, "Red Flags: Why Xi’s China is in Jeopardy."Matt Chiodi, Vice President and Chief Information Security Officer at RedLock, on a major U.S. telecom company discovering more manipulated hardware from China’s Super Micro Computer Inc.  Molly Smith, corporate finance reporter for Bloomberg, on Tesla's bonds showing no signs of default anytime soon. Jim Paulsen, Chief Investment Strategist at Leuthold, discusses why concerns that the U.S. economy will overheat and inflation will accelerate is becoming “the prevailing attitude of Wall Street." Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.
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Oct 9, 2018 • 34min

Three Reasons Why U.S. Stocks Are Going Up: Orlando (Podcast)

Phil Orlando, Chief Equity Market Strategist at Federated Investros, on jobs, the stocks market and current investment strategy.   Carl Weinberg, Chief Economist at High Frequency Economics, on the IMF outlook.  Mark Lindbloom, Portfolio Manager for Western Asset Management, on the bond market selloff and the launch of their new fixed income ETF.  Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the China yuan and outlook for emerging markets.See omnystudio.com/listener for privacy information.

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