Bloomberg Intelligence

Bloomberg
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May 11, 2017 • 28min

Silver Supply Expected to Decline While Usage Grows, Krebs Says

Mitchell Krebs, president of The Silver Institute and president/CEO of Coeur Mining, Inc., discusses the state of silver and the global ramification of the annual World Silver Survey. John Butler, senior telecom services and equipment analyst at Bloomberg Intelligence, talks about Verizon beating out AT&T to buy Straight Path for $3.1 billion and what it means for the telecommunications landscape. Craig Bouchard, CEO of Braidy Industries, discusses his company's $1.3 billion investment to build an aluminum rolling mill in Kentucky. Finally, Keith Naughton, Bloomberg's auto editor at large, says Ford is turning up the heat on CEO Mark Fields.See omnystudio.com/listener for privacy information.
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May 10, 2017 • 32min

FBI Acting Director McCabe "Has No Chance," Eli Lake Says

Eli Lake, a Bloomberg View columnist, tells Pimm Fox and Lisa Abramowicz what FBI Director James Comey's dismissal means for national security. Roberto Croce, a senior money manager and head of quantitative strategies at Salient Partners, discusses risk parity strategies. Bloomberg's Ed Hammond talks about a potential Pret a Manger IPO and the outlook for a merger between AT&T and Sprint. Finally, Paul Sweeney, U.S. director of research and senior media/internet analyst at Bloomberg Intelligence, discusses today's big media earnings from 21 Century Fox, Time and Tribune Media.See omnystudio.com/listener for privacy information.
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May 9, 2017 • 34min

Wall Street's Vulnerable to Downturn, Summers Says

Former Treasury Secretary Larry Summers, president emeritus and Charles W. Eliot University professor at Harvard University, discusses bank regulation, U.S. Treasury policies and an outlook for recession. Matt Freund, co-chief investment officer and head of fixed income strategies at Calamos Investments, tells Lisa Abramowicz why he expects rates to re-test lows in the next recession. Alicia Garcia Herrero, chief economist for the Asia Pacific region at Natixis, discusses the outlook for China and Asia markets. Finally, Max Nisen, a Bloomberg Gadfly columnist, talks about insurers raising Obamacare premiums as they fret over the bill's shaky future.See omnystudio.com/listener for privacy information.
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May 8, 2017 • 30min

France's Economy Is Recovering in Slow Motion, Sbaihi Says

Live from the Atlanta Fed's 22nd Annual Financial Markets Conference in Amelia Island, Florida. Bloomberg Intelligence's Maxime Sbaihi discusses the economic impact of Emmanuel Macron's Presidential win in France and what challenges lie ahead on getting his reform agenda approved. Bloomberg Gadfly columnists Shelly Banjo and Tara LaChapelle talk about Coach buying Kate Spade in a deal valued at $2.4 billion, Verizon bidding for Straight Path and Sinclair buying Tribune. Paula Tkac, vice president and senior economist at the Atlanta Fed, discusses key themes to be explored at the conference. Finally, Bloomberg's Noah Buhayar talks about the company's annual meeting, Warren Buffet and Charles Munger's comments on why Republicans are "bonkers" on deregulation.See omnystudio.com/listener for privacy information.
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May 5, 2017 • 30min

Is the Health-Care Bill Dead on Arrival?

Bloomberg Gadfly columnist Max Nisen talks about what can be expected in the Senate after the House passed the American Health Care Act. John Cochrane, a senior fellow at the Hoover Institution, discusses wage growth and monetary policy. Bloomberg's Ira Jersey says yields won't necessarily move higher when the Fed shrinks its balance sheet. Finally, Joe Mysak, a municipal bond editor at Bloomberg Briefs, discusses Puerto Rico.See omnystudio.com/listener for privacy information.
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May 4, 2017 • 32min

Oil Could Revisit Lows of $42 on Supply Glut, Kilduff Says

John Kilduff, founding partner of Again Capital, talks about oil prices hitting below $50. David Hammer, head of municipal bonds in New York for Pacific Investment Management, discusses Puerto Rico's backruptcy. Matthew Mish, executive director of global credit strategy at UBS, talks about auto loan defaults and whether they signal broader U.S. consumer loan stress. Ning Tang, CEO and founder of CreditEase, discusses Chinese investors' growing appetite for U.S. investment, the financial technology IPO pipeline and outlook for the credit cycle.See omnystudio.com/listener for privacy information.
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May 3, 2017 • 21min

Markets Must Support Treasuries as Fed Exits, Whalen Says

Chris Whalen, chairman of Whalen Global Advisers and the author of "Ford Men," discusses the Fed's relationship with the Treasury and how it affects the markets. Bloomberg's Michelle Kaske talks about Puerto Rico's bankruptcy-like filing to cut the island's debt. Finally, Eli Lake, a Bloomberg View contributor, discusses President Trump's "giddiness" to cut deals with unsavory despots.See omnystudio.com/listener for privacy information.
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May 2, 2017 • 23min

Treasuries Reflect Doubt About Trump, Fiduciary CIO Says

Live from the 2017 Red Hat Summit in Boston, Fiduciary Trust CIO Peter Andersen says Treasuries reflect doubt that's creeping into the market and forcing people to take a second look at Trump's promises. Joe Fitzgerald, vice president of the management business unit at Red Hat, says companies need automation to survive. Finally, Bloomberg's Michelle Kaske discusses Puerto Rico's liabilities and incoming litigation.See omnystudio.com/listener for privacy information.
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May 1, 2017 • 27min

Why It's Time to Sell High Yield

Peter Tchir, head of macro strategy for Brean Capital, tells Pimm Fox and Lisa Abramowicz why it's time to sell high yield. Bloomberg's Jamie Butters talks about declining U.S. auto sales. Bloomberg's Erik Wasson, discusses the Congressional spending bill that abandons some of Trump's priorities. Finally, Paul Sweeney, senior media and Internet analyst for Bloomberg Intelligence, discusses news that 21st-Century Fox is teaming with Blackstone for a bid to buy Tribune Media.See omnystudio.com/listener for privacy information.
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Apr 28, 2017 • 27min

Amazon & Google Are Defining Consumerism's Future, Munster Says

Gene Munster, co-founder of Loup Ventures, says Amazon and Google are defining the way consumers expect retail and media to evolve. Constance Hunter, chief economist at KPMG, says we're in the eighth inning of the business cycle. Sheryl Palmer, president and CEO of Taylor Morrison Home Corp, says confident consumers are creating optimism in the housing business. Finally, John Bartlett, a money manager at W.H. Reaves & Co., discusses utilities stocks.See omnystudio.com/listener for privacy information.

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