Podcasts about bloomberg gadfly

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Best podcasts about bloomberg gadfly

Latest podcast episodes about bloomberg gadfly

P&L With Paul Sweeney and Lisa Abramowicz
Ludicrous To Attack China For Supporting Its Own Economy: Roach

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later May 1, 2018 28:12


Stephen Roach, Senior Fellow and lecturer at Yale University and a Bloomberg View columnist, discusses whether China has the edge in US trade negotiations. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Gadfly, on how US supply and geopolitics are impacting oil prices. Steve Milunovich, analyst at UBS Securities, on what to expect from Apple earnings. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on quarterly refunding by the Treasury.

Bloomberg Surveillance
The Fed Will Remain the Fed, Bandholz Says

Bloomberg Surveillance

Play Episode Listen Later Apr 27, 2018 34:20


Harm Bandholz, Unicredit Chief U.S. Economist, says he has a hard time imagining a scenario where the Fed would do 5 rate hikes. Gideon Rose, Foreign Affairs Magazine Editor, is worried about what's happening in Eastern Europe. Neil Shearing, Capital Economics Chief Emerging Markets Economist, says the European economy seems to have lost some steam. Timothy L. O'Brien, Bloomberg Gadfly & Bloomberg View Executive Editor, says on a day to day basis, we need to adhere to the facts when it comes to Mueller's investigation and Michael Cohen.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
The Fed Will Remain the Fed, Bandholz Says

Bloomberg Surveillance

Play Episode Listen Later Apr 27, 2018 33:35


Harm Bandholz, Unicredit Chief U.S. Economist, says he has a hard time imagining a scenario where the Fed would do 5 rate hikes. Gideon Rose, Foreign Affairs Magazine Editor, is worried about what's happening in Eastern Europe. Neil Shearing, Capital Economics Chief Emerging Markets Economist, says the European economy seems to have lost some steam. Timothy L. O'Brien, Bloomberg Gadfly & Bloomberg View Executive Editor, says on a day to day basis, we need to adhere to the facts when it comes to Mueller's investigation and Michael Cohen. 

P&L With Paul Sweeney and Lisa Abramowicz
Fiat Chrysler Ahead Of The Pack In Transition To SUVs: Kudla

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Apr 26, 2018 31:06


(Bloomberg) -- Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz. Guests:David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on auto earnings, and a broader look at the auto industry. Yalman Onaran, Senior Writer: Banking and Finance for Bloomberg, on why he’s skeptical that Deutsche Bank can execute its latest plan. Scott Li, principal at CRG, a healthcare private investment firm, discusses investment opportunities in the healthcare landscape. Shira Ovide, Bloomberg Gadfly technology columnist, on Facebook, Amazon, and a look at investor jitters abvout Apple.

P&L With Paul Sweeney and Lisa Abramowicz
Higher U.S. Yields Are Shifting The Risk-Reward in EM: Sassower

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Apr 24, 2018 28:03


FOCUS ON FIXED INCOME: Damian Sassower, fixed income strategist for Bloomberg Intelligence, on emerging market debt and what higher US yields mean for EM.Jason Trennert, Chairman and Chief Investment Officer of Strategas Research Partners, on why the real economy will outperform the market in 2018.Alex Webb, Bloomberg Gadfly columnist covering technology, on Google's spending surge and Apple manufacturers signaling slowdown in iPhone demand.Max Nisen, Bloomberg Gadfly health care columnist, on Takeda close to buying Shire, and today's big health care earnings.

P&L With Paul Sweeney and Lisa Abramowicz
Credit Investors See Highest Rate Risk Exposure Ever: Dhulipala

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Apr 20, 2018 31:46


Srinivas Dhulipala, founder of credit hedge fund Kildonan Castle Asset Management, on why rate volatility presents the single-biggest risk to the high-yield credit market. Shira Ovide, Bloomberg Gadfly technology columnist, on Amazon CEO Jeff Bezos' annual shareholder letter, and Facebook building a team to design its own chips. Frank Holmes, CEO and CIO of US Global Investors, on the case for gold. Richard Conn, Managing Partner of Eurasia Advisors, on US-Russia relations, impact of sanctions, ruble outlook, and what response would be effective in dealing with Moscow.

Trillions
The Mystery of Smart-Beta, Explained

Trillions

Play Episode Listen Later Apr 19, 2018 29:37


Smart-beta is one of the hottest trends in not just ETFs but all of investment management. Assets in the category have grown from $0 to almost $1 trillion in barely a decade. But what is it, exactly?  On this week's Trillions, Joel and Eric explore the mysteries of smart-beta. To some, it's all a mutation of passive indexing; to others, it's a better, cheaper version of active management. "Imagine R2D2 with the head of Peter Lynch," says Eric.  And to help you understand how investors can use the products, Nir Kaissar, a Bloomberg Gadfly columnist and financial advisor, and Tom Psarofagis, an ETF analyst with Bloomberg Intelligence and former issuer of smart-beta ETFs, join to offer their perspectives.See omnystudio.com/listener for privacy information.

Trillions
The Mystery of Smart-Beta, Explained

Trillions

Play Episode Listen Later Apr 19, 2018 31:22


Smart-beta is one of the hottest trends in not just ETFs but all of investment management. Assets in the category have grown from $0 to almost $1 trillion in barely a decade. But what is it, exactly?    On this week’s Trillions, Joel and Eric explore the mysteries of smart-beta. To some, it's all a mutation of passive indexing; to others, it's a better, cheaper version of active management. "Imagine R2D2 with the head of Peter Lynch," says Eric.    And to help you understand how investors can use the products, Nir Kaissar, a Bloomberg Gadfly columnist and financial advisor, and Tom Psarofagis, an ETF analyst with Bloomberg Intelligence and former issuer of smart-beta ETFs, join to offer their perspectives.

P&L With Paul Sweeney and Lisa Abramowicz
All Eyes Swivel To Washington As Trump Tweets, Ryan To Exit

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Apr 11, 2018 33:15


Marty Schenker, Chief Content Officer for Bloomberg, on headlines moving markets today: U.S. mulling military strategies in Syria, Trump considering firing Rosenstein to end Mueller investigation. Billy House, congressional reporter for Bloomberg, on Paul Ryan's announcement to not seek reelecion, and who could replace him. Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst, on the two big issues that Facebook will need to tackle. Shira Ovide, Bloomberg Gadfly technology columnist, with recap and analysis of Mark Zuckerberg's testimony before Congress.

P&L With Paul Sweeney and Lisa Abramowicz
Hold On To Tesla, As Management Tackles Balance Sheet: Houchois

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Apr 2, 2018 28:41


Guests:Philippe Houchois, equity analyst at Jefferies, on why he thinks investors should hold onto Tesla, as the stock comes under pressure amidst production concerns.Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China tariffs and outlook for trade war.Bloomberg Gadfly’s Max Nisen, health care columnist, and Tara Lachapelle, deals columnist, on why a Walmart-Humana makes sense.Jennifer Bartashus, consumer analyst for Bloomberg Intelligence, on a California ruling that will require coffee sellers and retailers like Starbucks to issue cancer warnings.

P&L With Paul Sweeney and Lisa Abramowicz
Anything Over 3% On 10-Year UST Is Overreaction: PGIM’s Collins

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Mar 29, 2018 30:14


Mike Collins, Senior Investment Officer, Portfolio Manager and at PGIM Fixed Income, on current investment strategy, the yield curve and rate hike outlook. Shira Ovide, Bloomberg Gadfly technology columnist, on Trump’s attacks on Amazon, Apple’s new iPad, and why investors are suddenly concerned about the big tech companies. Jim Nadler, CEO of Kroll Bond Rating Agency (KBRA), on the business outlook and how the US deficit may impact its rating. Michaela Ross, Bloomberg Law technology reporter, on how campaign donations made in bitcoin are raising concerns with finance transparency groups about fraudulent giving.

P&L With Paul Sweeney and Lisa Abramowicz
How Facebook Enabled Scam Advertisers Via Affiliate Marketers

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Mar 27, 2018 28:49


Robert Friedman, Senior Editor, Projects & Investigations for Bloomberg, on how Facebook helps shady advertisers. Jack Devine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, discusses why he supports Trump's CIA director nominee, Gina Haspel.Bloomberg View columnist Jared Dillian, editor and publisher of "The Daily Dirtnap," discusses his column: "Private Equity? It's More Like Pirate Equity."Chris Hughes, deals columnist for Bloomberg Gadfly, discusses Akzo Nobel selling chemicals unit to PE firm Carlyle for $12.5 billion, and Glaxo buying Novartis' consumer health division for $13 billion.

P&L With Paul Sweeney and Lisa Abramowicz
China Tariffs Are Mild, Investors Should Be Relieved: Miller

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Mar 22, 2018 29:12


Leland Miler, CEO of China Beige Book, on Trump set to announce $50 billion of tariffs against China over intellectual-property violations.David Garrity, CEO of GVA Research, on Zuckerberg's apology over Cambridge Analytica crisis, and the importance of quantum computer cybersecurity.Tara Lachapelle, Bloomberg Gadfly deals columnist, on outlook for Time Warner-AT&T, as the CEOs head to court today for the DOJ lawsuit seeking to block the merger. John Love, President and CEO of USCF, discusses commodities, oil and gas, and how their private equity ETFs have performed.

P&L With Paul Sweeney and Lisa Abramowicz
Korea Gesture Is A Blink We Should Take Advantage Of: Devine

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Mar 9, 2018 30:24


Jack Devine, former Acting Director of the CIA and President of security firm The Arkin Group, and Toby Harshaw, Bloomberg View editor, discuss President Trump upcoming meeting with North Korea's Kim Jong Un.Noel Hebert, Director of Credit Research for Bloomberg Intelligence, on Toys R Us said to prepare for a shutdown of its US operations, and Claire's preparing to file bankruptcy. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the bond markets and current investment strategy. Max Nisen, Bloomberg Gadfly columnist covering health care, discuss the health care industry landscape following the Express Scripts-Cigna, and potential anti-trust issues.

Deal of the Week
Over and Out

Deal of the Week

Play Episode Listen Later Mar 7, 2018 30:12


In the final episode of Deal of the Week, Ed Hammond is joined by Bloomberg Gadfly columnist Brooke Sutherland and Ian King to talk about the fallout from the US government’s unexpected decision to review Broadcom’s attempted takeover of rival semiconductor maker Qualcomm on national security grounds. The trio discuss the contrasting cultures of the two tech giants and ask the question of which company is more likely to keep the US at the forefront of the 5G revolution. Finally, they try to predict how Qualcomm’s shareholders are likely to vote if the Committee of Foreign Investment in the United States ever gives them the chance.

P&L With Paul Sweeney and Lisa Abramowicz
Local Currency EM Debt Is A Good Play On Weaker Dollar: Stein

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Feb 16, 2018 27:13


Eric Stein, Co-Director of Global Income at Eaton Vance, on the bond market, the yield curve and EM debt.Max Nisen, Bloomberg Gadfly health care columnist, on Blue Cross of Idaho offering insurance plans that do not comply with Obamacare law, and don’t cover pre-existing conditions.Axel Merk, President and CIO of Merk Investments, with market insights on the dollar, gold, and how institutional investors should be handling volatility and risk.Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on Deere raising its sales forecast amid signs of a farm economy recovery.

P&L With Paul Sweeney and Lisa Abramowicz
Tesla Provides No Answers On Model 3 Production Issues: Denning

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Feb 8, 2018 31:59


Liam Denning, Energy, Mining and Commodities columnist for Bloomberg Gadfly, on Tesla’s cash burn. Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor flows and current investment strategy. Rick Ruskin, Senior Manager, Online Commerce: General Motors, on Chevy using Chevy's in-car e-commerce platform to drive advertising revenues.Karen Harris, managing director of Bain’s Macro Trends Group, discusses how the business environment of the 2020s will be unlike anything we’ve encountered for the last 60 years.

Deal of the Week
Semi-Hostilities

Deal of the Week

Play Episode Listen Later Feb 7, 2018 18:31


Ed Hammond is joined by Bloomberg Gadfly columnist Brooke Sutherland and bureau chief Jason Kelly for a deep dive into the latest news on Broadcom's $120 billion effort to acquire rival semi-conductor-maker Qualcomm. After Broadcom increased its offer this week, the three examine what defenses Qualcomm has left and how its shareholders might react if the company's board decides not to sell. They also analyze the likely response from regulators around the globe and how a deal of this size would create a ripple effect throughout the technology industry. 

semi qualcomm broadcom hostilities jason kelly ed hammond brooke sutherland bloomberg gadfly
P&L With Paul Sweeney and Lisa Abramowicz
Both Administrations Claim Economy But It’s Yellen’s: Eisenbeis

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Feb 1, 2018 27:50


Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the FOMC meeting and thoughts on the potential Fed Vice Chairman. Shira Ovide, Bloomberg Gadfly columnist covering technology, rounds up the big tech earnings including Apple, and Amazon. David Ritter, Payments and Specialty Finance analyst for Bloomberg Intelligence, on EBay dropping PayPal for Dutch processor Ayden for its payments business, and a look at Mastercard eps. Bloomberg Intelligence’s Anurag Rana, Senior Analyst of Software & IT Services, and Poonam Goyal, Senior Retail analyst, on the growing impact of AI in the retail industry, and why it will accelerate the pace of disruption.

P&L With Paul Sweeney and Lisa Abramowicz
AMZN, JPM, BRK Health Care Venture May Pioneer New Model: Nisen

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jan 30, 2018 31:47


Max Nisen, Bloomberg Gadfly columnist covering health care, on Amazon, Berkshire and JP Morgan setting up a health company for their staff, and as a look at Pfizer and Aetna earnings.Robert Lawrence, the Albert L Williams Professor of International Trade and Investment at Harvard Kennedy School, on trade outlook for the US and NAFTA, and how it could impact the economy. Scott Shapiro, CEO of STATE Optical, on starting a luxury eyewear manufacturing business in the US and the company outlook.  Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the FOMC meeting this week, and why there won't necessarily be a big pension fund reallocation into fixed income.

P&L With Paul Sweeney and Lisa Abramowicz
After Selling Patron, John Paul DeJoria Turns To Rok Mobile

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jan 24, 2018 30:43


John Paul DeJoria, Co-Founder & Chairman of the Board of John Paul Mitchell Systems and Co-Founder of Patrón, discusses the Bacardi deal and what lies next. Jim Bianco, President and Founder of Bianco Research and Bloomberg Prophet, on the dollar and impact of US trade policies. Brooke Sutherland, Bloomberg Gadfly columnist covering industrials, on GE earnings and outlook, as well as being under investigation by the SEC. Steven Waterhouse, former partner at Panera Capital now co-founder of Orchid Labs, discusses his company’s technology for web usage without surveillance and censorhip.

P&L With Paul Sweeney and Lisa Abramowicz
Big Tech Unlikely To Truly Challenge Wall Street: Ex-OCC Chair

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jan 22, 2018 28:23


Keith Noreika, Former Acting Comptroller of the Currency, discusses banking charters for tech firms, outlook for changes to the banking industry, and bitcoin as a currency.Max Nisen, Bloomberg Gadfly columnist covering health care, on biotech M&A, and what to expect from the big pharma earnings this week.Jonathan Adams, Senior Insurance Industry Analyst, on AIG acquiring Validus after years of retrenchment. Karen Ubelhart, industrials analyst for Bloomberg Intelligence, on GE and how great franchises within the company are being overlooked.

P&L With Paul Sweeney and Lisa Abramowicz
Climate Change Is America's Most Pressing Threat: Admiral Stavridis

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jan 12, 2018 29:20


Admiral James Stavridis, retired U.S. Navy admiral and former military commander of NATO, current dean of the Fletcher School at Tufts University and Bloomberg View contributor, on why climate is America's most pressing threat, and reaction to President Trump's comments on his relationship with Kim Jong Un. Chris Whalen, Chairman of Whalen Global Advisors, on why bank earnings are a tale of two industries." Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, on why he predicts economic disappointments in 2018, leading to lower long-term yields. Shira Ovide, Technology Columnist for Bloomberg Gadfly, on Facebook unveiling big changes to their news feed, to favor content from friends and families over news.

P&L With Paul Sweeney and Lisa Abramowicz
Prosecutors in Legal Cannabis States Unlikely To Interfere: Troppe

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jan 5, 2018 30:00


Asher Troppe, Co-Founder and CEO of Tress Capital, on Jeff Sessions and the Trump administration reversing Obama's hands-off marijuana policy and how cannabis stocks will fare.Shira Ovide, Bloomberg Gadfly columnist covering technology, on Apple’s exposure to the chip flaw, and how the company’s efforts to make amends could be bad for business. Tom Gimbel, CEO of staffing firm LaSalle Network, on jobs data, and how CEOs are confident and hiring. Anna Edney, health care reporter for Bloomberg, on how the plan to slash US drug costs leans on problem-plagued factories.

P&L With Paul Sweeney and Lisa Abramowicz
Fixing NYC's Subways Requires Study That Isn't Happening: Ravitch

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jan 4, 2018 24:25


Richard Ravitch, Former Lieutenant Governor of New York and Chairman of the MTA, on how to fund the NYC subway crisis, outlook for the infrastructure bill, and Puerto Rico. Liam Denning, Bloomberg Gadfly columnist, on how Tesla investors keep giving it the benefit of the doubt, despite constantly moving targets. Kurt Kara, Head of Value Equities at Copenhagen-based Maj Invest, discusses the stock fund that beats 95% of peers while ignoring CEO talk and research.

Full Disclosure
Defragging the Year in Tech

Full Disclosure

Play Episode Listen Later Dec 30, 2017 45:05


Bloomberg Gadfly's Shira Ovide on tech's heady year...and the tensions and risks going into 2018. Facebook, Apple, Amazon, Google, Netflix, Snapchat. Uber. Twitter. WholeFoodsPrime. It's all here.

P&L With Paul Sweeney and Lisa Abramowicz
Homebuilders Still Favorite Cyclical Sector Pick In 2018: Kudla

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Dec 29, 2017 32:21


David Kudla, CEO and Chief Investment Strategist of Mainstay Capital, on market outlook and his current sector picks.David Kudla, CEO and Chief Investment Strategist of Mainstay Capital, on market outlook and his current sector picks. Shira Ovide, Bloomberg Gadfly columnist covering technology, on the eight biggest themes in technology for 2017, and Facebook's crucial video efforts. Karen Mills, former SBA Administrator and Senior Fellow at Harvard Business School, on the impact that Trump's tax plan will have on small business, and outlook for infrastructure. Lou Palumbo, director of Elite Intelligence and Protection, on the costs associated with protecting crowds on New Year's Eve and other large events.

P&L With Paul Sweeney and Lisa Abramowicz
$75 Oil Price Target Looks Rich, More Supply Coming: Kilduff

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Dec 26, 2017 29:04


Guests:John Kilduff, Founding Partner of Again Capital, on the oil markets, current forecast, and OPEC projections. Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, on why tax cuts won’t improve growth in 2018, but it could be the year of inflation. Shira Ovide, Bloomberg Gadfly columnist covering technology, on analysts cutting Apple iPhone X forecasts. Craig Johnson, President of Customer Growth Partners, on the best holiday retail season since 2005.

P&L With Paul Sweeney and Lisa Abramowicz
Tax Plan Likely to Spur More M&A: Evercore's Schlosstein

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Dec 20, 2017 28:40


Ralph Schlosstein, President and CEO of Evercore, on why the GOP tax plan could have a significant effect on New York City and its role as global financial center. Shira Ovide, Bloomberg Gadfly technology columnist, on Uber losing its EU court fight, after the top court ruled its ride-hailing service should be regulated as a transport company. Bobby Cho, Head of Trading for Cumberland, with a look at how bitcoin is traded.Mandeep Singh, tech industry analyst for Bloomberg Intelligence, on Airbnb launching its own apartment complexes: does this change its business model from tech to hotel?

P&L With Paul Sweeney and Lisa Abramowicz
Stability Risks Have Moved From Banks to Asset Managers: Algebris' Gallo

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Dec 19, 2017 30:08


Max Nisen, Biotech, Pharma and Healthcare Columnist for Bloomberg Gadfly, on his article “A Humana Deal Would Escalate the Insurance Arms Race: Gadfly”. We also have Alberto Gallo, Portfolio Manager and Head of Macro Strategies at Algebris Investments, on his investment outlook for 2018. Joseph Lubin, Ethereum Co-Founder & founder of Global Blockchain Specialist Consensys, on why Ether's growth will continue. Also joining is David Lee, COO and CFO of Impossible Foods, on their plant-based "meat" burgers, why Bill Gates is an investor, and growth outlook. 

P&L With Paul Sweeney and Lisa Abramowicz
Could See CBS Looking To Buy, Following Disney-Fox Deal

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Dec 14, 2017 30:54


Geetha Ranganathan, Senior Media analyst for Bloomberg Intelligence, and Tara Lachapelle, deals columnist for Bloomberg Gadfly, on Disney buying $52 billion of Fox assets in a breakup of the Murdoch empire. Danielle Dimartino Booth, Founder of Money Strong and Bloomberg Prophet, discusses the Fed, her outlook for the economy, and why strong demand in jobs data may falter. Gerry Smith, media reporter for Bloomberg, on the FCC vote to end net neutrality. Terry Sullivan, partner at Firehouse Strategies and senior Republican strategist, and former campaign manager for Marco Rubio’s presidential campaign, to discuss what GOP strategy for tax plan and mid-terms.

P&L With Paul Sweeney and Lisa Abramowicz
Bond Market Implies U.S. Recession in Late 2018, 2019: Sri Kumar

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Dec 4, 2017 30:24


Komal Sri-Kumar, President and Founder of Sri-Kumar Global Strategies, on tax reform, bonds and the yield curve, and outlook for markets. Michael Rea, pharmacist, founder and CEO of Rx Savings Solutions, and Tara Lachapelle, deals columnist for Bloomberg Gadfly, on the transformative deal between CVS Health and health insurance giant Aetna. Rachel Evans, corporate finance reporter for Bloomberg, on the future landscape of a $20 trillion BlackRock and Vanguard investing duopoly where almost everyone is a customer.  Jeremy Swan, Managing Principal of CohnReznick's Financial Sponsors  Financial Services Industry, on potential impact of the GOP tax bill on private equity firms.

P&L With Paul Sweeney and Lisa Abramowicz
Bitcoin Boom Looks Increasingly Perilous to Cumberland's Kotok

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Nov 22, 2017 30:27


David Kotok, chairman and CEO of Cumberland Advisors, talks about bitcoin risks and how many fixed income players may not be seasoned enough to withstand a downturn. Mark Dunkerly, departing Hawaiian Airlines president and CEO, tells Pimm Fox and Lisa Abramowicz about retiring from the company and what lies next. Dakin Campbell, a financial reporter at Bloomberg, talks about how Goldman Sachs is facing doubts about loss rates at its new online lender platform. Finally, Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses why Travis Kalanick needs to explain his role in Uber's breach. 

P&L With Paul Sweeney and Lisa Abramowicz
Flattened Yield Curve Signals a Fed Policy Error, Jersey Says

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Nov 21, 2017 29:44


Ira Jersey, U.S. rates strategist at Bloomberg Intelligence, talks about the yield curve, Chair Yellen resigning and how this will impact the Fed. Jennifer Rie, senior litigation analyst at Bloomberg Intelligence,  says Trump's DOJ antitrust lawsuit is demanding specific asset sales like CNN before allowing an AT&T-Time Warner deal to get approved. Brogan BamBrogan, founder and CEO of Arrivo, talks about his company's planned hyperloop investment in Denver, how Arrivo's technology differs from other hyperloop companies and the future of transportation. Finally, Shira Ovide, a technology columnist at Bloomberg Gadfly, discusses how Uber is signaling at a business-model detour with Volvo deal and whether or not its valuation should be adjusted. 

P&L With Paul Sweeney and Lisa Abramowicz
Alberto Gallo on How the American Dream Turned into Greed and Inequality

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Nov 13, 2017 27:25


Alberto Gallo, portfolio manager and head of macro strategies at Algebris Investments, talks about how the American dream turned into greed and inequality. Brooke Sutherland, a Bloomberg Gadfly columnist covering deals and industrials, tells Pimm Fox and Lisa Abramowicz why GE's turnaround plan and announcement to cut its dividend is "meh." Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses Alibaba's $25 billion in Singles Day sales, the company's bond offering and how the world's top tech giants have amassed $1.7 trillion in value. Finally, Sarah Halzack, a Bloomberg Gadfly consumer columnist, talks about why a Hasbro-Mattel acquisition makes sense. 

Analyse Asia with Bernard Leong
Episode 216: Indian Titans Leadership Crisis with Andy Mukherjee - Analyse Asia with Bernard Leong

Analyse Asia with Bernard Leong

Play Episode Listen Later Nov 10, 2017 31:09


Andy Mukherjee from Bloomberg Gadfly joined us in a conversation discuss the recent Indian titans leadership crises from the Tata Group & Infosys. We discussed the business structure, key people, background and recent corporate governance troubles behind the Tata Group & Infosys and discuss whether these issues will percolate to the rest of the other The post Episode 216: Indian Titans Leadership Crisis with Andy Mukherjee appeared first on Analyse Asia.

indian titans mukherjee leadership crisis analyse asia bernard leong bloomberg gadfly
Bloomberg Surveillance
GOP Is Struggling to Sew Up Divides From Within, O'Brien Says

Bloomberg Surveillance

Play Episode Listen Later Nov 8, 2017 36:57


Timothy O'Brien, executive editor at Bloomberg View and Bloomberg Gadfly, discusses last night's election results and says collusion isn't a threat to President Trump, but bribery may "bring the hen to roost." Prior to that, Axel G. Merk, president of Merk Investments, says the biggest tail-risk right now is if China retaliates with trade policy. Steven Major, HSBC's head of fixed income research, says the ECB has missed its chance to hike. Finally, Senator Shelley Moore Capito, a Republican from West Virginia, says we need to find a non-addictive pain medicine and fund more research to beat the opioid crisis.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
GOP Is Struggling to Sew Up Divides From Within, O'Brien Says

Bloomberg Surveillance

Play Episode Listen Later Nov 8, 2017 36:12


Timothy O'Brien, executive editor at Bloomberg View and Bloomberg Gadfly, discusses last night's election results and says collusion isn't a threat to President Trump, but bribery may "bring the hen to roost." Prior to that, Axel G. Merk, president of Merk Investments, says the biggest tail-risk right now is if China retaliates with trade policy. Steven Major, HSBC's head of fixed income research, says the ECB has missed its chance to hike. Finally, Senator Shelley Moore Capito, a Republican from West Virginia, says we need to find a non-addictive pain medicine and fund more research to beat the opioid crisis. 

P&L With Paul Sweeney and Lisa Abramowicz
Broadcom-Qualcomm Would Create Cross-Sector Chips Powerhouse, Srinivasan Says

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Nov 6, 2017 31:39


Bloomberg Intelligence's Anand Srinivasan and Brooke Sutherland, a deals columnist at Bloomberg Gadfly, talk about news that Broadcom is offering $130 billion for Qualcomm in a landmark tech deal. Craig Johnson, president of Customer Growth Partners, discusses Michael Kors' second quarter earnings and his 17th annual holiday retail forecast. Aaron Brown, a Bloomberg Prophet and former managing director and head of financial market research at AQR Capital Management, tells Pimm Fox and Lisa Abramowicz plausible outcomes for CME's foray into bitcoin. Finally, Jim Vogel, an interest rate strategist at FTN Financial, discusses the tax bill impact on the deficit, treasuries and thoughts on Fed Chair nominee Powell and NY Fed President Bill Dudley stepping down.

cross chips powell sector powerhouses qualcomm cme broadcom srinivasan michael kors craig johnson fed chair aaron brown aqr capital management lisa abramowicz pimm fox broadcom qualcomm brooke sutherland bloomberg gadfly jim vogel ftn financial customer growth partners
The Cable
08/30 The Cable - Brexit, North Korea & Apple

The Cable

Play Episode Listen Later Aug 31, 2017 2:36


Host Jonathan Ferro spoke with Alastair McCaig, Director of Investment Management at Fern Wealth and Marcus Ashworth, Bloomberg Gadfly columnist about Brexit along with Euro-area and U.S. economic confidence. Jonathan also spoke with Vincent Cignarella, Global Macro Strategist for Bloomberg about North Korea, Apple, and the week ahead.

The Cable
The Cable- Macron's Prime Minister and Cyber Attack (Audio)

The Cable

Play Episode Listen Later May 15, 2017 44:17


(Bloomberg) -- Host Jonathan Ferro speaks with Marcus Ashworth of Bloomberg Gadflyu0010and Michael Hewson of CMC markets, on Macron's new Prime Minister, and the most recent cyber attack. He also speaks with Bloomberg's Dani Burger and CMC markets Michael Hewson on Russia and Saudi Arabia oil cuts, and also a look ahead to tomorrow UK CPI and housing data.

Bloomberg Surveillance
9am-10am ET: Hogan, Koons, Abramowicz & Blanchflower

Bloomberg Surveillance

Play Episode Listen Later Mar 15, 2016 44:20


Wunderlich Securities' Art Hogan counts down to the Fed decision. Bloomberg's Cynthia Koons discusses why investors are punishing Valeant. Bloomberg Gadfly's Lisa Abramowicz explains why negative rates are taking over the world. And former Bank of England policymaker Danny Blanchflower gets ahead of Super Thursday. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Abramowicz: negative rates are taking over the world

Bloomberg Surveillance

Play Episode Listen Later Mar 15, 2016 12:45


Bloomberg Gadfly's Lisa Abramowicz discusses a distortion of markets that is defying conventional investing logic. She joins Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
9am-10am ET: Bogle, Regan & Jacobsen

Bloomberg Surveillance

Play Episode Listen Later Mar 8, 2016 44:20


Vanguard Founder Jack Bogle makes the case for passive investing. Bloomberg Gadfly's Michael Regan covers the big market movers at the open. And Wells Fargo's Brian Jacobsen has his eye on emerging markets. They join Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Regan: bonuses aren't the only part of banking that's shrinking

Bloomberg Surveillance

Play Episode Listen Later Mar 8, 2016 12:45


Bloomberg Gadfly's Michael Regan says that a creeping banking desert is leaving a lot of people high and dry. He joins Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Abramowicz: commodity bond trading resembling a casino

Bloomberg Surveillance

Play Episode Listen Later Mar 7, 2016 12:45


Bloomberg Gadfly's Lisa Abramowicz says that investors are becoming queasy while tracking the ups and downs of commodity-related corporate bonds. She joins Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
9am-10am ET: Levitt, Yawger, Abramowicz & Valliere

Bloomberg Surveillance

Play Episode Listen Later Mar 7, 2016 44:20


Former SEC Chairman Arthur Levitt focuses on regulators' efforts to reduce risks to the financial system. Mizuho Securities' Robert Yawger weighs in on whether commodities are making a comeback. Bloomberg Gadfly's Lisa Abramowicz says some bond trading is starting to resemble a casino game. And Horizon Investments' Greg Valliere explains why Hillary Clinton is most likely to win the race to the White House. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
Abramowicz: junk bond world has become toxic

Bloomberg Surveillance

Play Episode Listen Later Feb 17, 2016 12:45


Bloomberg Gadfly's Lisa Abramowicz discusses the toxic world of junk bonds. She joins Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Surveillance
9am-10am ET: Kashkari, Abramowicz & Ghahramani

Bloomberg Surveillance

Play Episode Listen Later Feb 17, 2016 44:20


The Fed's Neel Kashkari says the central bank is totally committed to reaching 2% inflation. Bloomberg Gadfly's Lisa Abramowicz discusses the bond markets. And SGH Macro Advisors' Sassan Ghahramani explains how he successfully predicted the Saudi-Russian oil agreement. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

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Bloomberg Surveillance
Bloomberg Surveillance: Ross, Abramowicz & White

Bloomberg Surveillance

Play Episode Listen Later Feb 10, 2016 44:20


Author Alec Ross gives his forecasts for the big industries of the future. Bloomberg Gadfly's Lisa Abramowicz explains why bonds are so liquid they're drowing. And OECD's William White weighs in on the looming wave of economic defaults. That's all on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com