Taking Stock
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 664:50:13
- More information
Informações:
Synopsis
Carol Massar and Michael McKee speak with analysts and fund managers who advise investors on stock picks. Drawing upon Bloomberg news and data, timely investment strategies are analyzed and debated by the top minds on Wall Street. Breaking news,earnings reports and market updates round out an informative and compelling wrap-up to the day's action. Hosted by Michael McKee, Kathleen Hays
Episodes
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Palantir Is Bad-Mouthing Big Tech While Taking Its Tech Public: Chafkin
18/09/2020 Duration: 31minMax Chafkin, Features Editor for Bloomberg Businessweek, discusses his story: "Palantir Is Bad-Mouthing Big Tech While Taking Its Tech Public." Yousef Abbasi, Global Market Strategist at StoneX Group, on the best value-growth barbell strategy. Sarah Halzack, Bloomberg Opinion retail columnist, discusses her column: "Amazon Beats Walmart Again in Latest Showdown." Nick Wadhams, foreign policy reporter for Bloomberg, on the U.S. moving to expel the Chinese-owned WeChat and TikTok apps. Hosted by Paul Sweeney and Vonnie Quinn.
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Trump's Crony Capitalism Fouls TikTok-Oracle Deal: Nocera
17/09/2020 Duration: 31minJoe Nocera, Bloomberg Opinion columnist, discusses his column, "Oracle-TikTok Deal Pours Trump Toxin Into Capitalism." Frank Sorrentino, CEO of ConnectOne Bank, on New Jersey's new millionaire tax, and how small businesses are struggling. Kathryn Anne Edwards, Professor at the Pardee RAND Graduate School, on her recent paper that examines what rising inequality has cost Americans in lost income. Marvin Loh, Senior Global Macro Strategist at State Street Global Markets, on why he's looking at emerging markets. Hosted by Paul Sweeney and Vonnie Quinn.
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SPACs Capitalize on Private Market Boom: Evercore's Schlosstein
16/09/2020 Duration: 32minRalph Schlosstein, Co-Chairman and Co-CEO of Evercore, on the spate of new deals and use of SPACs. Claudia Sahm, former Federal Reserve economist and creator of the recession indicator, Sahm rule, discusses her column: "Widening Education Gap May Tear the Economy Apart." Michael O'Leary, former economic policy advisor in the United States Senate and founding team of Bain Capital's social impact fund, discusses the new book he co-authored: "Accountable: The Rise of Citizen Capitalism." Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, and Bloomberg Opinion columnist, on what she's expecting from this week's FOMC meeting. Hosted by Paul Sweeney and Vonnie Quinn.
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We Need To Feel Each Other's Pain: Northern Trust's Thomas
15/09/2020 Duration: 31minShundrawn Thomas, President of Northern Trust Asset Management, discusses his letter to Corporate America, “I Can’t Feel My Pain,” a reflection on race relations and combating systemic racism. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discusses her column: "Is OPEC’s Power Over the Oil Market Broken?" David Kudla, Founder, CEO and Chief Investment Strategist at Mainstay Capital Management, on why he's sticking with tech. Alison Williams, Senior Analyst: Global Investment Banks and Asset Management for Bloomberg Intelligence, on a potential UBS-Credit Suisse merger. Hosted by Paul Sweeney and Vonnie Quinn.
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Bonus: Game Changers, Part 1
15/09/2020 Duration: 14minAs the earth is facing an increasingly consequential climate crisis, inquisitive minds all over the globe are hard at work trying to find solutions. Many of them have been able to translate their eureka moments into action at a greater pace and scope than the sometimes gloomy headlines will have us think. In this four part miniseries we'll meet the visionary minds who attempt to sculpture the future of sustainable energy and global resources. We'll get a peek behind the curtains of their factory floors, hear of the sometimes surprising origins of their ideas, and be introduced to a potentially greener tomorrow. In this first episode: Transportation.
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Why TikTok May Prefer A Weaker U.S. Partner: Howard Yu
14/09/2020 Duration: 29minHoward Yu, LEGO professor of management and innovation at the IMD Business School in Switzerland, discusses why the Oracle-TikTok deal spotlights the challenge for multinationals to appease governments. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on Nvidia buying Softbank’s chip division Arm for $40 billion. Doug Borthwick, Chief Marketing Officer and Head of Business Development at INX, on how their new exchange will allow 24/7 trading of equities. Peter Kenny, founder of Kenny's Commentary and Strategic Board Solutions, on merger mania, and why it's time to get defensive ahead of the election. Hosted by Paul Sweeney and Vonnie Quinn.
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"We're Halfway There" to 10-15% Correction: Jim Bianco
11/09/2020 Duration: 35minJim Bianco, Founder and President of Bianco Research, on his current market outlook. Crystal Tse, Bloomberg IPO reporter, on the new SPAC barons, from Bill Ackman to Billy Beane. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column: "Of Course Trump Couldn’t Resist Bob Woodward." Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the coronavirus: flu season, AstraZeneca vaccine trial pause, and the China vaccine. Hosted by Paul Sweeney and Vonnie Quinn.
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Weak Oil Demand May Push Price Back Near $30: Schork
10/09/2020 Duration: 27minStephen Schork, President of the Schork Group, on why oil is a demand story right now. Michelle Davis, Bloomberg finance reporter, on JP Morgan employees pocketing covid-relief funds for themselves. Steve Blitz, Chief U.S. Economist for TS Lombard, on why permanent job loss is a key metric. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on his current investment outlook, and thoughts on the tech sector and Apple. Hosted by Paul Sweeney and Vonnie Quinn.
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Tesla Is A Busted Growth Story, Like AOL: Gordon Johnson
09/09/2020 Duration: 29minGordon Johnson, CEO and Founder of GLJ Research, discusses why he has a $19 price target on Tesla. Jim Vogel, Interest Rate Strategist for FHN Financial, on what's going on in bond markets. Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, on why there's little evidence the bull market is ending. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research for Bloomberg Intelligence, on AstraZeneca halting its vaccine trial. Hosted by Paul Sweeney and Vonnie Quinn.
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Why Fundamentals Are Driving Currency Investment: BBH's Thin
08/09/2020 Duration: 31minDr. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on his current outlook for markets. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, on why the market ebullience may ebb this fall. Therese Raphael, Bloomberg Opinion columnist, discusses her column: "Boris Johnson Takes Brexit in a Crazy Direction." David Welch, Detroit Bureau Chief for Bloomberg, on GM taking a $2 billion stake in Nikola. Hosted by Paul Sweeney and Vonnie Quinn (Paul Sweeney is out.)
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Being Black on Wall Street: A Bloomberg Radio Special
28/08/2020 Duration: 31minOn Wall Street, being Black often means being alone, held back and deprived of the best opportunities. This special podcast from Bloomberg Radio tells the stories of Black men and women, in their own words. Host: Sonali Basak Producer: Colin Tipton
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Not Confident on the U.S. Recovery or Dollar: BBH's Thin
21/08/2020 Duration: 30minDr. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on the dollar and emerging markets. Chris Lu, Former Deputy Secretary of Labor under Obama and Senior Fellow at the University of Virginia Miller Center, discusses Biden's performance and key takeaways from the Democratic National Convention. Randy Frederick, VP of Trading and Derivatives at the Schwab Center for Financial Research, on their new survey of trader perceptions of current market conditions. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column: "23 Questions for the Postmaster General." Hosted by Paul Sweeney and Vonnie Quinn.
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The Value Gap To Growth Is About To Close: Federated's Orlando
20/08/2020 Duration: 29minPhil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on equity markets and his current investment strategy. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at The Conference Board, on why the Leading Index points to the recovery losing steam. Natalie Wong, Bloomberg U.S. commercial real estate reporter, on desperate NYC landlords pressing the city's biggest employers to bring their employees back to the office. Max Nisen, Bloomberg Opinion Biotech, Pharma and Health Care Columnist, discusses his new column: "SalivaDirect Could Kick Off a U.S. Testing Turnaround." Hosted by Paul Sweeney and Vonnie Quinn.
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Krispy Kreme CEO: U.S. Top-Line Up Double Digits Thru Pandemic
19/08/2020 Duration: 30minMike Tattersfield, President and CEO of Krispy Kreme Doughnuts, discusses performance during the pandemic, and opening its global flagship shop in Times Square. Wendy Schiller, Chair of Political Science at Brown University, discusses the Democratic National Convention and her outlook for the election. Bloomberg Opinion columnist Scott Duke Kominers, Associate Professor at Harvard Business School, discusses his column: "Resilient Vaccine Supply Chain Starts Now." Burt Flickinger, Managing Director at Strategic Resource Group, on the "retail renaissance" for Target, Walmart and Lowe's. Hosted by Paul Sweeney and Vonnie Quinn.
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Market Is Ripe For A Near-Term Pullback: Miller Tabak's Maley
18/08/2020 Duration: 30minMatt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, and Founder of TheMaleyReport, on what's driving equity markets, and how markets view the election. Sarah Halzack, Bloomberg Opinion consumer columnist, on big retailer earnings results: Walmart, Home Depot, and Kohl's. Sherry Chris, President and CEO of Realogy Expansion Brands Portfolio, which includes Better Homes and Gardens Real Estate and ERA, on why the housing market is seeing a boom. Josh Duitz, Senior Portfolio Manager at Aberdeen Standard Investments, on the opportunities in infrastructure investing. Hosted by Paul Sweeney and Vonnie Quinn.
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Trump Is Derailing, Perverting the Mission of the USPS: O'Brien
17/08/2020 Duration: 29minTimothy O'Brien, Senior Columnist for Bloomberg Opinion, on Trump's attacks to derail the U.S. Post Office. Nick Colas, co-Founder of DataTrek Research, on what's driving equity markets, and risks from the election. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the glaring divergence between AMD and Intel. Ted Koenig, President and CEO of Monroe Capital, on the PE landscape and private lending, as capital becomes scarce for small businesses. Hosted by Paul Sweeney and Vonnie Quinn.
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US-China Relations Are The Worst I've Ever Seen: Stephen Orlins
15/08/2020 Duration: 29minStephen Orlins, President of the National Committee on U.S.-China Relations and former head of Carlyle Asia and Lehman Brothers Asia, discusses the current state of U.S.-China relations. Craig Johnson, President of Customer Growth Partners, on what's under the hood on retail sales numbers. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the Russia vaccine and why phase 3 trials are imperative. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses the stimulus deal stuck on state aid. Hosted by Paul Sweeney and Vonnie Quinn.
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Apple Makes the Right Move at the Right Time: Wedbush's Ives
13/08/2020 Duration: 28minDan Ives, Equity Analyst at Wedbush Securities, on Apple's new bundling service, and Uber warning it may shut down its app in California. Niall Ferguson, Senior Fellow at Hoover Institution and a Bloomberg Opinion columnist, discusses his column: "TikTok Is a Superweapon in China’s Culture War." Sally Bakewell, Bloomberg corporate finance reporter, on how most of America's small businesses are being shut out of the greatest borrowing binge ever. Women's Wear Daily Executive Editor, Arthur Zaczkiewicz, discusses back-to-school retail in the age of covid. Hosted by Paul Sweeney and Vonnie Quinn.
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Big 10 Defies Money, Politics to Protect Athletes: Nocera
12/08/2020 Duration: 29minJoe Nocera, Bloomberg Opinion columnist, on his column: "Big 10 Defies Money and Politics to Protect Athletes." Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on why the economic damage has only just begun. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, on why gold could easily reach $4000 over next 3 years. Satish Jindel, President of SJ Consulting, discusses the structural changes at the U.S. Postal Service, and why it can handle increased election volume.
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Biz Travel Downtrend Benefits Our Model: Booking CEO Fogel
11/08/2020 Duration: 31minGlenn Fogel, President and CEO of Booking Holdings, on the status of their cost controls and outook for the travel industry. New PGA Champion Collin Murikawa discusses his historic win, and what's next. Peter Coy, Economics Editor of Bloomberg Businessweek magazine, on his story: "Where We Are on the Path to a Covid Vaccine, and What Comes Next." Andy Feltus, Co-Director of High Yield at Amundi Pioneer Asset Management, on opportunities in high-yield for select pickers. Hosted by Paul Sweeney and Vonnie Quinn.