Bloomberg Intelligence

Bloomberg
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Jul 13, 2018 • 28min

Libya's Returning Supply, Saudi Output, Pushing Oil Price Down

John Kilduff, Founding Partner of Again Capital, on why oil prices are on the way down. Joseph Abboud, designer and Chief Creative Director of Men’s Wearhouse, on growth, manufacturing in the U.S., and how tariffs could impact the apparel industry.Brad Setser, senior fellow for international economics at the Council on Foreign Relations, on the US-China trade war. Scott Lawlor, CEO of Waypoint Residential, on the real estate cycle and housing trends.See omnystudio.com/listener for privacy information.
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Jul 12, 2018 • 32min

Pfizer Reversing Price Hikes After Trump Bullying Won’t Last

Max Nisen, Bloomberg Opinion health care columnist, on Pfizer agreeing to delay price increases after Trump called the company out.Vacit Arat, co-founder and President of HIA Technologies Inc., on creating Digital Avatars, which can carry on a sophisticated conversation with humans on almost any subject in any language.Carl Weinberg, Chief Economist at High Frequency Economics, on how China could hurt the US once it runs out of imports to tax.David Garrity, CEO of GVA Research, on how blockchain is being implemented in the real economy and outlook for Twitter.See omnystudio.com/listener for privacy information.
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Jul 10, 2018 • 27min

Could See A U.S. And Global Recession By End Of 2019: Sri-Kumar

Komal Sri-Kumar, president and founder of Sri-Kumar Global Strategies and Bloomberg Opinion columnist, on how trade wars could spur currency devaluations. Vijay Govindarajan, Coxe Distinguished Professor at Dartmouth's Tuck School, and Ravi Ramamurti, University Distinguished Professor at Northeastern University, discuss their new book, REVERSE INNOVATION IN HEALTHCARE, on how India can be the blueprint for healthcare in the US. Dan Hanson, UK Economist for Bloomberg Economics, on how Brexit is impacting the UK economy and how businesses will react to the uncertainty. Jamie Butters, US Autos editor for Bloomberg in Detroit, on Tesla planning to build a China plant with 500,000 car capacity.See omnystudio.com/listener for privacy information.
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Jul 9, 2018 • 29min

EU Rejection Poses Bigger Danger For May Than Brexit Rebellion

Clive Crook, Bloomberg Opinion Editor, on outlook for Theresa May and Brexit, following the departure of top Brexiter Boris Johnson.Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic advisor to President Bill Clinton, on the global supply chain and whether trade globalization be undone at this point. Alan Bjerga, agriculture reporter for Bloomberg, on how U.S. soybean farmers are being impacted by trade wars. Josh Lohmeier, Head of US Investment Grade Credit at Aviva Investors, on the impact of recent M&A deals and how investors can navigate the corporate credit landscape. See omnystudio.com/listener for privacy information.
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Jul 9, 2018 • 29min

Amazon’s Health Care Threat Just Became A Reality: Ovide, Nisen

Bloomberg Opinion’s Max Nisen, health care columnist, and Shira Ovide, technology columnist, on Amazon buying Pillback.Chris Whalen, Chairman of Whalen Global Advisors, on bank stocks continued losing streak, and the privatization of Fannie and Freddie. Leland Miler, CEO of China Beige Book, on trade with China, and China Q2 economic data. Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, on two new casinos-- Hard Rock and Ocean Resort- opening in Atlantic City.See omnystudio.com/listener for privacy information.
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Jul 6, 2018 • 30min

Chipmakers Could Be Hit With Both U.S. And China Tariffs: Ovide

Shira Ovide, technology columnist for Bloomberg Opinion, discusses how chipmakers are trapped in the US-China crossfire.Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the June jobs report, and Trump’s proposal to combine Labor and Education. Drew Armstrong, health care reporter for Bloomberg, on Biogen seeing positive results in its Alzheimer’s trial.Scott Wren, senior global equity strategist for Wells Fargo Investment Institute, on markets, jobs, and the Fed.See omnystudio.com/listener for privacy information.
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Jul 5, 2018 • 29min

Canada Has Plenty Of Oil But Can’t Bring It To Market: Wihbey

Paul Michael Wihbey, research fellow at the Daniel Morgan Graduate School of National Security and former Vice President of the Liberal Party of Canada, discusses the shifting geopolitics of oil and gas.,Dan Moss, Economics Editor and columnist for Bloomberg Opinion, on the first wave of US tariffs on China exports due to take effect this Friday., Saagar Govil, CEO of Cemtrex, Inc., on their futuristic SmartDesk and the industrial technology landscape., David Katz, President and CIO of Matrix Asset Advisors, on his current stock picks and investment outlook.See omnystudio.com/listener for privacy information.
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Jul 3, 2018 • 29min

Investors Should Short Tesla At This Price: Mainstay's Kudla

David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on markets, current investment strategy, and stock picks.Bob Sinche, Global Strategist for Amherst Pierpont Securities, on what's happening with the China yuan. Brian Manning, co-Founder of Centric Digital and co-author of "Digital Transformation," on the companies that are leading the digital home revolution. Geetha Ranganathan, Technology and Media Analyst for Bloomberg Intelligence, on Comcast racing against the clock to wrest Fox from Disney. See omnystudio.com/listener for privacy information.
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Jul 2, 2018 • 28min

Investor Sentiment Has Moved To The Negative Side: Grohowski

Guests:Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor sentiment and current investment strategy.Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Tesla hitting its Model 3 target.Satish Jindel, President of SJ Consulting, on how Amazon’s new crowd-sharing plan will impact Fedex and UPS.Karl Schamotta, Chief Strategist at Cambridge Global Payments, on Canadian economic outlook following Canada’s retaliatory tariffs.See omnystudio.com/listener for privacy information.
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Jun 28, 2018 • 26min

Yuan Devaluation Unlikely, Don’t Hit Panic Button: BBH’s Thin

Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the China yuan and emerging markets.Justin Gover, CEO of GW Pharmaceuticals (NASDAQ: GWPH and LSE: GWP), on being the first cannabis company to receive FDA approval for their epilepsy drug. Abe Ankumah, CEO of Nyansa, discusses the company's networking technology and how he grew up in Ghana without a computer. Brendan Brown, Chief Economist and Head of Economic Research at Mitsubishi UFJ Securities, on central banks, inflation, Italy and Brexit.See omnystudio.com/listener for privacy information.

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