Bloomberg Intelligence

Bloomberg
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Jul 26, 2018 • 29min

Facebook Is Real Business, But Google Is Better For Ad Exposure

Colin Gillis, Director of Research at CR Partners, discusses Facebook plunging, and previews Amazon and Apple. Prashant Gopal, US real estate reporter for Bloomberg, on how the US housing market appears to be headed for the broadest slowdown in years. Rishi Gautam, Executive Chairman of Mjardin Group, on their full-scall cannabis business model, the company’s upcoming IPO in Canada, and market growth. Automotive entrepreneur Scott Painter, CEO and co-Founder of Fair and former CEO of TrueCar, on new ownership models in the auto industry, and how tariffs are impacting consumer spending on cars.See omnystudio.com/listener for privacy information.
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Jul 26, 2018 • 29min

Eaton Vance’s Gaffney Sees Opportunities In Mexico, Brazil Debt

Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on finding value in emerging market fixed income.David Garrity, CEO of GVA Research, on why the underpinnings for Facebook are weakening. Rick Calder, CEO of GTT Communications (NYSE: GTT), on their acquisitions, the cloud marketplace, and international growth. Author and historian Steven Ujifusa discusses his new book, "BARONS OF THE SEA And their Race to Build the World’s Fastest Clipper Ship."See omnystudio.com/listener for privacy information.
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Jul 24, 2018 • 29min

Iran Is The Thing That Keeps Me Up At Night: Former CIA Officer

Jack DeVine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, on Iran, Russia, and Trump's relationship with the intel community. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on Turkey stocks and lira plunging after the central bank defied market expectations to hold interest rates unchanged. Will Rhind, CEO of GraniteShares, on Iran impact on oil markets and outlook for commodities. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Verizon seeking to partner with Google or Apple to provide television when it launches 5G service.Samara LengaSee omnystudio.com/listener for privacy information.
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Jul 23, 2018 • 30min

Five Things The U.S. Can Do To Prepare For Iran: Adm. Stavridis

Admiral James Stavridis, former military commander of NATO, Dean of the Fletcher School at Tufts University and Bloomberg Opinion columnist, on President Trump amping up rhetoric against Iran on Twitter. Vincent Cignarella, Global macro strategist for Bloomberg, on the dollar and global currency markets reacting to President Trump's tweets on the Fed and currency manipulation. Kevin Murphy, CEO, Acreage Holdings, on completing the largest capital raise in U.S. cannabis history, and their plans for an IPO later this year.  Howard Yu, LEGO professor of management and innovation at the IMD Business School in Switzerland, discusses his new book "LEAP: How to Thrive in a World Where Everything Can Be Copied." See omnystudio.com/listener for privacy information.
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Jul 20, 2018 • 31min

We’re Fighting the Trade Wars of the 70s & 80s: IIF’s Tim Adams

Tim Adams, President and CEO of the IIF and Former Under Secretary of Treasury for International Affairs, on Trump’s new $500 billion tariffs threat to China, and how trade risks and global debt are threats to the global economy. Toby Harshaw, Bloomberg Opinion editor covering national security, on Dan Coats being unaware of Trump inviting Vladimir Putin to the White House, following the disastrous summit in Helsinki. Rick Helfenbein, President and CEO of the American Apparel & Footwear Association, on the impact of tariffs on American consumers and manufacturers. Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on GE and Honeywell earnings.See omnystudio.com/listener for privacy information.
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Jul 19, 2018 • 28min

Short-Term Debt Is Best Fixed-Income Bet: BlackRock’s Rosenberg

Jeffrey Rosenberg, Chief Fixed Income Strategist at Blackrock, on their 2018 mid-year investment outlook. Richard Conn, Managing Partner of Eurasia Advisors, on the fallout of President Trump’s meeting with Vladimir Putin in Helsinki.Win Thin, Global Head of Emerging Markets F/X, on China’s central bank showing little signs of intervening in the yuan slumping.Susan DeVore, CEO of Premier, Inc (Nasdaq:PINC), on drug pricing and outlook for Obamacare.See omnystudio.com/listener for privacy information.
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Jul 18, 2018 • 22min

Yield Curve Front And Center For Fed Chair Powell: BI’s Jersey

 Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on what Federal Reserve Chairman Jerome Powell’s testimony before lawmakers means for the economy and the yield curve. Market Drivers with Bloomberg stocks editor Dave Wilson, and Shira Ovide, Bloomberg Opinion technology columnist, on why EU regulators will have a tough time breaking up the status quo of Google's power in smartphones.See omnystudio.com/listener for privacy information.
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Jul 17, 2018 • 11min

Fed Watchers Will Look For Clues On Hikes, Wages, Trade War

Bloomberg’s David Wilson, stocks editor, and Matt Boesler, Fed reporter, along with Carl Riccadonna, Chief US Economist for Bloomberg Intelligence, discuss what to expect from Federal Reserve Chairman Jerome Powell’s testimony to lawmakers.See omnystudio.com/listener for privacy information.
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Jul 17, 2018 • 29min

BlackRock CEO Larry Fink: Clients Don't Want Exposure To Crypto

Bloomberg's Erik Schatzker discusses his interview with BlackRock CEO Larry Fink.  Gymboree CEO Daniel Griesemer discusses the company's new apparel line and turnaround, after emerging from bankruptcy last year.  Seema Shah, senior consumer discretionary analyst for Bloomberg Intelligence, on retail sales, and how consumers are doing most of their purchasing on credit. See omnystudio.com/listener for privacy information.
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Jul 13, 2018 • 29min

Bank Stock Weakness Is Signalling Upcoming Downturn: Peabody

Charles Peabody, President of Portales Partners LLC, on bank earnings and why bank stocks have peaked. Ariel Cohen, Senior Fellow at the Atlantic Council, on Trump’s upcoming summit with Putin. Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, on Theresa May’s white paper and how Trump’s comments may impact Brexit negotiations with EU. Mary Ann Halford, Global Media & Entertainment Strategist at OC&C Strategy Consultants, on the Justice Department filing to appeal the AT&T- Time Warner decision.See omnystudio.com/listener for privacy information.

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