Bloomberg Intelligence

Bloomberg
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Jul 13, 2017 • 18min

Revised GOP Bill Looking More Like Obamacare, Nisen Says

Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about the GOP's newly revised Trumpcare bill. Carl Riccadonna, the chief U.S. economist for Bloomberg Intelligence, weighs in on Fed Chair Yellen's testimony to the Senate Banking Committee.See omnystudio.com/listener for privacy information.
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Jul 12, 2017 • 12min

Inflation Objectives Unlikely if Tightening Accelerates, Riccadonna Says

Mike Regan, the lead blogger for Bloomberg's Markets Live blog, Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, and Chris Condon, a Fed reporter at Bloomberg, talk about Fed Chair Yellen's testimony to Congress and reports that National Economic Council Director Gary Cohn is said to be the leading candidate to replace Janet Yellen as Fed chair next year.See omnystudio.com/listener for privacy information.
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Jul 11, 2017 • 27min

Fed Warnings on Asset Prices Could Sour Market, Maley Says

Matt Maley, an equity strategist at Miller Tabak & Co., talks about bank earnings and why Congress needs to shoulder responsibility for the lack of fiscal policy. Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about news that Senator McConnell is floating a potential bipartisan fix of Obamacare. Sal Gilbertie, the president and founder of Teucrium Trading LLC, and Mike McGlone, a commodity strategist at Bloomberg Intelligence, discuss agricultural commodities and how the drought and demand could impact wheat and corn prices. Finally, Bloomberg's Laura Keller says Wall Street is dulled by a renewed trading slump.See omnystudio.com/listener for privacy information.
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Jul 10, 2017 • 29min

Central Banks Going Too Far With Tightening, Bianco Says

Jim Bianco, the president and founder of Bianco Research, talks about the fixed income market, investing, inflation and the Fed. Jitendra Waral, a global Internet and consumer electronics analyst at Bloomberg Intelligence, previews Amazon Prime Day. Andy Steuerman, the head of middle market lending and late state lending groups at Golub Capital, discusses their recent PetVet loan facility deal and trends in the private equity landscape. Finally, Damian Sassower, a fixed income strategist at Bloomberg Intelligence, talks about the recent weakness in emerging market debt.See omnystudio.com/listener for privacy information.
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Jul 7, 2017 • 27min

Trump and Brexit Are Driving Germany and France to Power, Rahman Says

Eurasia Group's Mujtaba Rahman talks about the power shift taking place at the G-20 summit in Hamburg, Germany. Joe Deaux, a metals and mining reporter at Bloomberg, tells Pimm Fox how Americans will pay the price if Trump taxes foreign metals. Andrew Chamberlain, the chief economist at Glassdoor, discusses the June jobs report, trends in hiring and the dominance of the health-care sector on jobs. Finally, Michael Riley, a cybersecurity reporter at Bloomberg, talks about the news that Russians are said to be suspects in nuclear site hackings -- attacks that could pave the way to disrupt the U.S. electric grid.See omnystudio.com/listener for privacy information.
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Jul 6, 2017 • 28min

Electric Cars Will Dominate Market by 2040, New Energy Finance's Morsy Says

Salim Morsy, an advanced transport analyst at Bloomberg New Energy Finance, says electric cars will be dominating the market by 2040. Thierry Wizman, a global interest-rate strategist at Macquarie Capital, tells Pimm Fox why the drop in oil prices will suppress an upturn in 10-year bond yields, even if the Fed continues with its plans to raise rates. Tom Orlik, the chief Asia economist at Bloomberg Intelligence, talks about China, G-20 and the Fed. Finally, Eli Lake, a Bloomberg View columnist, discusses the options the U.S. has with North Korea: acquiescence or war.See omnystudio.com/listener for privacy information.
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Jul 5, 2017 • 24min

Stephen Schork's Oil Outlook

Stephen Schork, president of the Schork Group, gives his oil outlook and technical analysis of the energy markets. Eric Balchunas, an ETF analyst at Bloomberg Intelligence, discusses next-generation China ETFs and how they can provide easy exposure to investing opportunities. Finally, George Young, a partner and portfolio manager at Villere Funds, talks about U.S. equities and current stock picks.See omnystudio.com/listener for privacy information.
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Jun 30, 2017 • 37min

The 'Sidelining' of the U.S. State Department

Nick Wadhams, a foreign policy reporter at Bloomberg, says we are seeing a "sidelining" of the U.S. State Department. Joe Mysak, an editor at Bloomberg Brief, discusses news that Illinois is racing to cobble together a budget deal as a downgrade to junk looms. James Manyika, a senior partner at McKinsey & Co. and chairman of McKinsey Global Institute, says America can bring back factories, but not jobs. Finally, Bill Smead, CEO of Smead Capital Management, talks about the competitive landscape of business in the U.S.See omnystudio.com/listener for privacy information.
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Jun 29, 2017 • 28min

How Trump's Proposed Travel Ban Hurts Tourism

Brian Egger, senior gaming and lodging analyst at Bloomberg Intelligence, says Marriott has had a 20 percent inbound decline from Mexico and the Middle East since Trump announced plans for a travel ban. Bloomberg's Robert Langreth talks about the IRS probe into a charity funded by drugmakers. Ex-U.S. Transportation Secretary James Burnley tells Pimm Fox and Lisa Abramowicz why privatizing air traffic control will be positive. Finally, Brooke Sutherland, a Bloomberg Gadfly columnist covering deals, talks about why Walgreens scrapped its Rite-Aid takeover and will buy 2,186 stores instead and why Sycamore is getting a rock-bottom price for Staples.See omnystudio.com/listener for privacy information.
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Jun 28, 2017 • 27min

The Hot New Thing in Tax Avoidance

Tom Metcalf, a financial reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz about the hot new thing in tax avoidance: insurance dedicated funds that are gaining popularity among the wealthy. Robert Knapp, CEO of Cyberghost, talks about why government national security agencies are to blame for the Petya malware cyberattack that has spread globally. Joe Mysak, a municipal bond editor at Bloomberg Brief, discusses the latest news in Puerto Rico, including government lawyers claiming they have no fiduciary duty to protect creditors and should protect residents first. Finally, Charles Biderman, founder of TrimTabs Asset Management, talks about launching the TrimTabs All Cap International Free-Cash-Flow ETF and why companies that fund their buybacks with free cash flow over debt tend to outperform.See omnystudio.com/listener for privacy information.

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