Podcasts about valeant

This podcast will discuss an approach to morphea. The podcast was created by Amir Pourghadiri, a fourth-year medical student at the University of British Columbia, Jeffrey Toy, a dermatology resident at the University of British Columbia, and Dr. Joseph Lam, a pediatric dermatologist at the BC Children's Hospital. An author of this podcast has financial support from Johnson & Johnson, serves on an advisory board for Galderma, Johnson & Johnson Inc, Pfizer, Pierre-Fabre, Sanofi Genzyme, Valeant, Health Plexus, and Incyte, and also received a speaker bursary from Johnson & Johnson Inc. Pierre-Fabre, Pfizer, Valeant, La Roche Posay, and Beiersdorf.

Unveiling Leadership with Rene RodriguezI'm thrilled to share the latest episode of our podcast, featuring an incredible conversation with Rene Rodriguez, the CEO of Volentum, bestselling author, and transformational speaker. Rene's journey from a high school athlete to a renowned leadership advisor is packed with lessons that are sure to resonate with investment groups and growth-stage business owners. Here are the key takeaways from our discussion:

The article titled "Valeant's Fresh Read: Tackling Allergies with Expert Tips" appears to be an informative piece that aims to provide readers with expert advice on how to manage and alleviate allergies. The article is available for viewing in full at https://valleant.com/2023/12/19/what-are-the-best-supplements-to-help-my-allergies/ Valleant City: Austin Address: 11320 North FM 620 Website: https://valleant.com

Valleant has released a new article, titled "Tips to Improve Your Eyesight," aimed at seniors and proactive individuals looking to maintain their eye health. Valleant City: Austin Address: 11320 North FM 620 Website: https://valleant.com

Valeant's new guide offers practical strategies for addressing the challenges of tinnitus. From stress management to lifestyle adjustments, the guide provides effective solutions to help individuals manage and alleviate the symptoms of ear tinnitus. Valleant City: Austin Address: 11320 North FM 620 Website https://valleant.com Phone 18888310492 Email INFO@VALLEANT.COM

BIO: Julian Klymochko is the CEO and Chief Investment Officer of Accelerate, a leading provider of alternative investment solutions.STORY: Julian got into an M&A trade where the acquirer had to stage a shareholders' vote. This led to a hostile acquisition where the target company was bought by another acquirer that was not part of the deal. Julian made a significant loss in this trade.LEARNING: Never put on an M&A trade that has the buy side vote. Arbitrage doesn't always mean a riskless trade. “The best way to learn is to practice by doing. So, try it out yourself, and don't risk more than you can lose.”Julian Klymochko Guest profileJulian Klymochko is the CEO and Chief Investment Officer of Accelerate, a leading provider of alternative investment solutions. Accelerate helps investment advisors, institutions, and individual investors diversify their investment portfolios, manage risk, and improve their portfolio's risk-adjusted returns. Prior to founding Accelerate in 2018, he was the Chief Investment Officer of Ross Smith Asset Management. He started his career as an Analyst at BMO Capital Markets. Currently, Julian is a Director of the CFA Society Calgary.He has been featured in some of the world's top financial and business media, including Bloomberg, CNBC, The Wall Street Journal, BNN, Business Insider, and The Globe and Mail.Worst investment everJulian started out in the mid-2000s as a young investment banking analyst working 100 hours weekly. He was handling mergers and acquisitions (M&A) and advising. During that period, Julian worked on some exciting deals. He got excellent insights into the inner workings of M&A, equity offerings, and capital markets. It was a great place to start a career.From that, Julian went to a startup hedge fund. He cut his teeth doing closed-end fund arbitrage, which was a fantastic trade, specifically during the great financial crisis of 2008. He could generate nearly risk-free returns that, at one point, were yielding 50% to 100% annualized returns because there was very low liquidity in the market, and people were desperate to sell. So arbitrage spreads were extensive. After that, Julian got into different arbitrage strategies; volatility arbitrage, convertible arbitrage, and one of his and Warren Buffett's favorites, risk arbitrage.In 2012, Julian launched a standalone risk arbitrage strategy. He started with a $5 million investment from a handful of wealthy investors to conduct this risk arbitrage investment strategy. Risk arbitrage aims to generate high returns consistently—ideally, double-digit annualized returns and no down years.For the first four months, Julian put a lot of pressure on himself and was sick to his stomach every morning. But he still had a terrific first year with low volatility. Julian produced a double-digit return with low volatility and minimal drawdown. So investors were happy. The fund continued with that excellent trend for the first three years and grew significantly.2015 was an interesting environment in the M&A business. It was open season for pharmaceutical mergers. There was this popular trend called tax inversion. Tax inversion was where pharmaceutical companies would take over a foreign company to re-domicile offshore to lower their tax bill significantly. That trend buoyed M&A activity as domestic US pharmaceutical companies rapidly sought to conduct tax inversions by acquiring non-domestic competitors.At the time, a company called Valeant...

Bethany McLean (@bethanymac12), author and journalist, joins Julia La Roche on episode 66 to revisit some notorious corporate failures and discuss fraud. Bethany is the author of The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron and All the Devils Are Here: The Hidden History of the Financial Crisis. She has also written two mini books, Shaky Ground: The Strange Saga of the US Mortgage Giants and Saudi America: The Truth About Fracking and How It's Changing the World. She also serves on the board of the Stigler Center at the University of Chicago. She's a 1992 graduate of Williams College. 0:00 Background and path to journalism  1:47 Goldman Sachs to fact-checking at Fortune  4:15 Writing about investing  5:45 Another side to stories  6:37 Enron  9:20 Reporting the Enron story  14:45 Lessons from Enron  15:20 Do you own homework  18:00 Emotion in business  20:00 Short-selling  23:11 Do your own homework  24:19 Valeant stock battle  26:10 Legal fraud  30:38 A thin line between a fraudster and a visionary  33:15 World of business is crazier than ever before  37:45 Golden age of fraud?  41:03 Venture capital and private equity's reliance on low-interest rates  43:43 A different environment  44:44 Curiosity covering corporate failures  47:00 Can greed be eliminated?  48:48 Banking crisis  49:55 State of journalism 

Cindy Eckert is a highly regarded entrepreneur, a strong advocate for female entrepreneurship, a pharmaceutical leader and one of the few women to have ever sold a company for a billion dollars. The New York Times called her pharmaceutical product the “drug of a generation” and Fortune called her a “tireless force of nature.” Associates of hers call her unapologetically pink.Over a distinguished 24-year career in healthcare, she started and sold two businesses for more than $1.5 billion. Having co-founded and sold Slate Pharmaceuticals, which redefined long lasting testosterone treatment for men, she launched Sprout Pharmaceuticals immediately thereafter. As Co-Founder & CEO of Sprout, the company broke through with the first ever FDA-approved drug for low sexual desire in women named Addyi — dubbed “female Viagra” by the media. In 2015, Cindy sold the company to Valeant Pharmaceuticals for $1b cash.  Everyone that was a part of the original Slate team was gifted shares in Sprout.Shortly after the sale, Valeant became the subject of media scrutiny for the rampant price inflation of their drugs and an SEC investigation related to accounting practices. Not one to sit idly by, Cindy negotiated to reacquire Addyi at no cost, in order to properly launch it into marketplace on her own terms. Not only did she reacquire the drug, she also secured a $25m loan from Valeant to fund initial operating expenses.Today, Cindy is focused on mentoring, investing in, launching and building other women-led or focused businesses. In 2016, she opened the doors to The Pink Ceiling — a cross between a VC firm, a ‘pinkubator,' and a consulting enterprise — where she is CEO.  At The Pink Ceiling, she has personally invested $15m across 10 different health tech companies at various stages of development.Cindy's work has been featured in countless major publications including The New York Times, Fast Company, Financial Times, Vanity Fair, Bloomberg, CNBC, CBS, Fox, Yahoo and on the cover feature of Entrepreneur Magazine. Cindy has been an invited speaker at Fortune's Most Powerful Women, the Fast Company Innovation Festival, Ad Week, Inc. Magazine, and many more. She is on a mission to speak to as many women as possible about what it takes to achieve breakthrough business success. It's no surprise that JJ Ramberg, the host of MSNBC's Your Business says that “Cindy is one of our favorite guests. Though she has reached a level of success as a founder that most can only dream of, she is incredibly relatable and honest about what it takes to run a business.  She offers the perfect combination of inspiration and advice and it's hard to come away from listening to Cindy speak without wanting to hear more.”https://thepinkceiling.com/ Podcast Link: https://link.chtbl.com/FemTechFocusSocial HandlesLinkedin: @FemTech Focus @Brittany BarretoTwitter: @Femtech_Focus @DrBrittBInstagram: @FemTechFocus @DrBrittanyBarretoFacebook: @FemTech Focus @Dr. Brittany BarretoFemTech Focus Bio:FemTech Focus is a 501c3 non-profit organization founded to bring awareness externally and internally for the FemTech industry and to empower the key stakeholders including entrepreneurs, investors, physicians, governments, and biopharma with resources and research to elevate women's health and wellness globally. Subscribe and Donate: www.femtechfocus.orgFemTech Focus Podcast Description:The FemTech Focus Podcast with Dr. Brittany Barreto is a meaningfully provocative conversational series that brings women's health experts - including doctors, scientists, inventors, and founders - on air to talk about the innovative technology, services, and products that are improving women, female, and girl's health and wellness, collectively known as FemTech. The podcast gives the host, Dr. Brittany Barreto, and guests an engaging, friendly environment to learn about the past, present, and future of women's health and wellness.  

ธุรกิจทุกวันนี้หันสู่เทรนด์ที่ใส่ใจใน ESG กันมากขึ้น นั่นคือ Environment, Social, Governance เพื่อเป็นกิจการที่ยั่งยืน ทั้งสำหรับตัวธุรกิจเอง ทุกฝ่ายเกี่ยวข้อง รวมถึงสภาพแวดล้อมและโลกของเรา วันนี้ นายปั้นเงิน-จิตรกร แสงวิสุทธิ์, นายยชญ์ บรรพพงศ์, และรายการ Money Armageddon จึงอยากยกหนึ่งหุ้นตัวอย่างของธุรกิจที่ดำเนินกิจการอย่างดุดันจนได้เรียกว่า ไร้จริยธรรม กระทั่งสุดท้ายต้องหายหน้าไปจากกระดานซื้อขาย นั่นคือหุ้น VRX ของบริษัท Valeant Pharmaceuticals บริษัทผลิตและจำหน่ายยารักษาโรค ที่เติบโตอย่างสุดเพดาน ท่ามกลางความทุกข์และเสียงร่ำไห้ของคนไข้ผู้บริโภคยา ด้วยการกว้านซื้อบริษัทวิจัยเล็กๆ จนครองตลาดเป็นเจ้าใหญ่ ก่อนจะขึ้นราคายาเกือบ 6 เท่าตัว! #SalmonPodcast #MoneyArmageddon #DPA #สถาบันคุ้มครองเงินฝาก #กลต #SEC #สำนักงานคณะกรรมการกำกับหลักทรัพย์และตลาดหลักทรัพย์ #วันเงินตราวินาศ Learn more about your ad choices. Visit megaphone.fm/adchoices

It was a somewhat ordinary day for David Pyott, the CEO of Allergan, back in April 2014. That is until his eyes glanced over at the TV screen in his office, where he learned that billionaire hedge fund manager and activist investor Bill Ackman was about to back the takeover of his company by way of a hostile takeover. The acquirer was none other than the infamous and controversial pharmaceutical company, Valeant Pharmaceuticals. Valeant was a Wall Street darling and one of Canada's largest companies. So why and how did this transaction lead to Valeant's downfall only a year later? Listen to Episode 53 of The Great Fail to hear the story. Special thanks to Joe Nocera for his contributions to this segment. Valeant Pharma Sources The rise and fall of Valeant Pharmaceuticals The Roll-Up Racket What Valeant's fall from grace can teach the drug industry THE VALEANT MELTDOWN AND WALL STREET'S MAJOR DRUG PROBLEM Valeant CEO didn't tell investors real story about sales growth Explaining Valeant: The Main Theories A Buried Scandal, Shedding Of Assets, And Forthcoming Spinoff Means Substantial Upside For Bausch Health The Demise of Valeant Pharmaceuticals: A Case Study in Rotten Culture and Business Ethics Valeant Makes Hostile Bid For Allergan Inside A Hostile Takeover: The Allergan-Valeant War Wikipedia: Milan Panić Special Guest: Joe Nocera, Business Columnist at Bloomberg Joe Nocera is a former Bloomberg Opinion columnist. He has written business columns for Esquire, GQ and the New York Times, and is the former editorial director of Fortune. He is the host and writer of the Bloomberg-Wondery podcast "The Shrink Next Door." Hosted on Acast. See acast.com/privacy for more information.

John Hempton runs Bronte Capital, which generates its excess returns primarily through shorting fraudulent companies. John walks through a hypothetical short, explaining how they find it, how they size positions, and the kinds of returns that can be expected. He also discusses his shorts of Valeant Pharmaceutical and Wirecard.John Hempton on Twitter: https://twitter.com/John_HemptonJohn's Blog: http://brontecapital.blogspot.com/Netflix documentary on Valeant: https://www.imdb.com/title/tt7909184/Email the show: riskofruinpod@gmail.comFollow the show on Twitter: https://twitter.com/halfkelly

In this week's episode we discuss what we should call out listeners, the Prime Minister of Yugoslavia, foot toupees, and the pharmaceutical company that at one point had the highest market cap on the Toronto Stock Exchange, how they rose to infamy and eventually the fraud that sent this Icarus plummeting back to Earth.

Paul Kornfeld, CFA, President of SIACharts joins Pierre, Mike and Rodrigo for a deep dive into the capabilities of his firms powerful proprietary Investment Advisor platform, SIACharts encompasses a suite of tools advisors can use to efficiently make comparative decisions across all individual North American Stocks, ETFs and Canadian Mutual Funds. We get into the nuts and bolts of what makes the SIACharts platform tick. For starters, SIACharts carries out 10-billion calculations each trading day to provide cross securities analysis across roughly 10,000 securities. The tool enables advisors to make rapid calls between securities based on SIACharts proprietary Relative Strength Analysis (not to be confused with Technical Analysis' Relative Strength Indicator)Advisors can easily make pair-trading distinctions between stocks, Canadian and US ETFs and all Canadian Mutual Funds on a adhoc basis, compare entire stock, ETF and mutual categories and sector and factor strategies, or across each ETF or Fund provider, as well as receive up-to-the-day scores and relative strength calls such as the SIACharts Equity Action Call, which provides day-to-day guidance on whether there is cause to increase or decrease equity exposure based on relative strength analysis. Advisors can also plot charts in either of Line, Candlestick, or Point and Figure formats. Point and Figure charting figures large on the SIACharts platform because of its ability to provide trend analysis in an asymmetric format that ignores time as a factor, and focuses on price movement and trend. Point and Figure charting is a proven charting tool effective at identifying trends across securities either on a one-off individual security chart, or when comparing competing pair trades (e.g. stock vs. stock, stock vs. index, stock vs. Sector, ETF vs. Sector, or Fund, etc.) to identify the relative outperformance of one security versus others, and/or other measures.Throughout the conversation, Paul demonstrates how advisors can use this unique and powerful investment management tool to make significant improvements to their investment selection and management process, as well as streamline their trading and communications processes with their clients. One of the most underrated factors in considering the use of SIACharts is how it not only provides valuable insight in the determination of timing and relative strength across securities and markets, tracks model and individual client portfolios, but how it is transforming the practices of advisors who have adopted the platform. It is a massive timesaver in the context of securities selection and analysis. As a meeting preparation tool for instance when getting ready to meet, or intra- or post-meeting with prospective clients, for example, advisors have been able to add enormous value to their initial interactions by being able to provide portfolio x-rays against pre-existing portfolios to point out the strengths and weaknesses in portfolios on very short notice. Clients trend toward highly impressed by the advisor's ability to make quick systematized calls on portfolios on short-notice and on an ongoing basis, in and around the portfolio review process, and also thus, freeing up substantial time for advisors to be able to spend more time on high value relationship building. Paul points out that among his favourite tools in the SIACharts war chest is the ability to set up alerts on individual securities and model portfolios to notify of changes in relative strength across all dimensions. When you can empower your practice to be in a position to deliver on investment commitments such as market entry and exit calls, on an immediate basis, from wherever you may be at any given moment, for example, it greatly enhances the value and competitive dynamic of your advisory practice.Finally, from a behavioural finance perspective, Paul demonstrates via SIACharts' case studies how SIACharts tools provided asset preservation guidance during tumultuous periods, such as last years' panic selloff signals, or by how advisors on the platform were signalled appropriately to both enter Valeant during its massive upward growth spike and, conversely to exit same during its fall from grace. Think Nortel Networks and Bre-X débâcles.Thank you for tuning in, and if you found the conversation to be valuable in any way, please hit that subscribe button in Youtube, Apple Podcasts, or Google Podcasts, the Notifications button, as well as 'liking' and commenting as you see fit. Get a All-Access Free Three Week Trial to SIACharts Here (Advisors only):Where to find Paul Kornfeld and SIACharts:Paul Kornfeld on LinkedinSIAChartsWhere to find the Raise Your Average crew:ReSolve Asset Management - https://investresolve.com/ReSolve Asset Management Blog - https://investresolve.com/blog/Mike Philbrick - https://www.linkedin.com/in/michaelphilbrick/Rodrigo Gordillo - https://www.linkedin.com/in/rodrigogordillo/Adam Butler - https://www.linkedin.com/in/adamdbutler/Pierre Daillie - https://www.linkedin.com/in/pierre-daillie-advisoranalyst/Joseph Lamanna - https://www.linkedin.com/in/josephlamanna/AdvisorAnalyst.com - https://advisoranalyst.com*****"You don't have to be brilliant, just wiser than the other guys, on average, for a long time." Charlie MungerWelcome to Raise Your Average, our deep dive journey into learning from the people and process behind the world of investing. Through conversations with leaders in the investments game, we peel back the layers of the onion on how these holders of the keys to the kingdom allocate their time, their energy, and their dollars. We are all students and we are all teachers. We are the average of the 5 people we spend the most time with. Come hang out with us for a while and raise your average, as we raise ours.Music credit: In Hip Hop, Paul Velchev (8MJZA6T3LK)

In a world of plentiful capital and compressed yields, activism and being the agent of one's returns is a way forward.   Transformational activism in particular is centered around a deep commitment and trusting relationship between the investor and the company. This multi-dimensional approach forgoes short-term solutions like financial engineering and instead focuses on working with great leaders to put together the right people, resources, and strategies for long-term results.   Few firms exemplify the value creation associated with shareholder engagement and activism better than ValueAct and today I'm joined by Mason Morfit, Chief Executive Officer and Chief Investment Officer of ValueAct Capital.   Mason Morfit is a Partner, the Chief Executive Officer and Chief Investment Officer of ValueAct Capital, a governance-oriented investment fund with over $14 billion in assets under management. ValueAct has a very highly concentrated portfolio and one of its partners has served on the Boards of Directors of 44 public companies over the life of this great activist fund. Mason himself has served as a director of Microsoft Corporation, Valeant, Bard, Immucor, and many other companies.   In this episode, Mason and I discuss why he became interested in the psychological aspect of economics, how the activist investor landscape has shifted, the difference between transactional and transformational activism, the value of a learn-teach relationship, and so much more!   Key Topics:   The advantages of Mason's experience growing up as an outsider (2:30) What drew Mason to studying economics and psychology (3:48) Working in the health care group at Credit Suisse First Boston in the late 90s (5:37) Mason's introduction to activist investing (7:24) Activist investing in the time of the imperial CEO (9:42) How corporate scandals and Sarbanes-Oxley changed the landscape for ValueAct (10:44) 20 years of network and relationship building (12:54) The immense value of documentation and knowledge sharing (13:50) Defending against self-attribution bias (15:24) The inherent problems with a public company board (17:48) ValueAct's role in mitigating against bureaucratic biases (18:24) Integrating the work of board committees (19:37) Psychological paradigms that emerge based on corporate history (22:18) Shifting paradigms that no longer work (24:14) Differentiating between transactional and transformational activism (28:15) Finding opportunities in interesting times (30:36) ValueAct's mission (31:38) The key ingredients of ValueAct's successes (34:37) Creating a learn-teach relationship (35:46) How the learn-teach relationship helps with organizational diagnosis (37:44) Creating an environment that empowers truth (39:38) The changing Japanese corporate governance landscape (41:25) Olympus as a case study of ValueAct's expansion into Japan (43:31) ValueAct's unique approach to investing in the Japanese market (47:45) Why activism today is more relevant than ever before (49:53) Shifting opportunities for an activist investor (51:51) Creating 21st century global champions (54:04) The disproportionate reward of disruptors at the expense of incumbents (55:27) Mason's book recommendations (57:14) And much more!   Mentioned in this Episode:   ValueAct Capital John Irving's Book | The World According to Garp Kazuo Ishiguro's Book | The Remains of the Day Sir Lawrence Freedman's Book | Strategy: A History   Thanks for Listening!   Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at valueinvesting@gsb.columbia.edu.   Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!

IT'S TIME TO “THINK PINK” ON THIS WEEK'S EPISODE! Cindy Eckert is a DEAR FRIEND, and has become an important ANGEL INVESTOR, SERIAL ENTREPRENEUR, WOMEN'S HEALTH ADVOCATE, AND A VISIONARY HEALTH TECH CEO. Whether you're a man or a woman, if you've ever had even the faintest glimmer of walking away from your current job and starting your own company, you're going to absolutely LOVE Cindy Eckert's story and what you can LEARN from her. You're all familiar with what Viagra does for men, but I'll bet not too many of you know Cindy is the one who got FDA approval for Addyi, the first drug designed to enhance female libido. After FDA approval, she sold her company, Sprout Pharmaceuticals, to Valeant for a cool $1 BILLION. It wasn't her first company sale either, having previously sold another start-up for $500 MILLION. Here's the fascinating part of Cindy's story. As part of a lawsuit settlement against Valeant, she reacquired Sprout and the rights to Addyi for next to nothing after Valeant's stock collapsed by 80% due to insider trading and price manipulation allegations. People like Cindy can't sit still for very long. So, she launched a “PINKUBATOR” and a VC/consulting firm called the PINK CEILING as a way of leveling the start-up and entrepreneurial environment for women. Cindy has a wealth of KNOWLEDGE and EXPERIENCE you're going to want to tap into. In our ENERGETIC interview, Cindy and I talk quite a bit about the DNA required to be an entrepreneur, how to overcome INEVITABLE SETBACKS, and the MINDSET you need to have in a start-up company, Most important of all, Cindy stresses that to be successful as an entrepreneur, everyone in your company has to have “SKIN IN THE GAME.” We also get into the need for establishing the right CORPORATE CULTURE and why treating customers like GOLD is one of the foundational keys to SUCCESS. If you're an owner, CEO, or you have management responsibilities where you work, Cindy's INSIGHTS on finding, hiring, and managing people is something you must hear. Those of you who are ENTREPRENEURS searching for more CAPITAL for your business need to pay particular attention to what Cindy looks for when she's investing in someone's business. Cindy may be well known for the PINK outfits she wears every day, but her advice is TRUE BLUE, and you owe it to yourself to hear what she has to say. Be sure to grab pen and a notepad and take a lot of notes for this one.  

Noch nicht einmal 30 Jahre ist Fahmi Quadir alt und bereits eine echte Institution im Bereich Shortselling. Gegen den Pharmariesen Valeant (inzwischen Bausch Health) wettete sie erfolgreich. Das Unternehmen verlor zwischen 2015 und 2016 90 Prozent seines Wertes. Der Skandal brachte Milliardäre zu Fall und machte aus Fahmi Quadir eine Ikone der Szene.

Rozhovor s Jánem Hájkem, portfolio manažerem fondu Top Stocks a Erste Stock Biotec, o investování do biotechnologického sektoru, v čem je tento sektor specifický, jak probíhá schvalovací proces léků,  khe hledat nejlepší zdroje informací, čeho by se začínající investoři měli vyvarovat nebo kde vidí Ján největší investiční příležitosti.AKCIE: AGIO, BIIB, BMY, BMRN, SRPT, FIXX, IPHA, JNCE, KDNY, VYGR, XNCR, ZGNX, BHVN, EXAS, GH, Allergan (už neexistuje, je součástí Abbvie – ABBV), AMRN, Valeant (nyní se jmenuje Bausch Health Companies – BHC). Odkaz na seznam akcií v Honzově portfoliu, tipy na knihy nebo biotechnologické podcasty. BIO: Ján působí na akciovém trhu od roku 1994, původně jako akciový analytik, portfolio manažer a proprietary trader. Manažerem podílového fondu Top Stocks je od jeho založení v srpnu 2006, kdy nastoupil do společnosti Erste Asset Management ČR. V současné době je hodnota fondu téměř 19 miliard Kč a má přes 70 000 klientů (k 30.  listopadu 2020). Tento fond investuje do koncentrovaného portfolia tvořeného přibližně 25 společnostmi, které jsou obchodované na trzích v USA a Evropě a které jsou vybírány s ohledem na jejich dlouhodobý růstový potenciál.V PODCASTU SE DOZVÍTE:Složení portfolia fondu Top Stocks (1:27)Složení portfolia Erste Stock Biotech (3:09)Co ho nejvíce lákalo na biotechnologickém sektoru (4:29)Výhody biotechnologického sektoru (8:35)Rozdíl mezi biotechnologiemi a farmacií (11:57)V čem je biotechnologický sektor specifický (13:58)Financování biotechnologických společností (17:20)Portfolio poručíka Dana (19:49) Léky pro širší veřejnost nebo "orphan drungs"? (23:50)Schvalovací proces léků & FDA (29:57)Rozklíčování genetických informací (40:51)Problém při vývoji léků (42:19)Problém schválení léků na Alzheimera (43:55)Patenty (55:24)R&D investice (1:02:10)Management a jaké vlastnosti u něho hledat (1:05:04)Známí investoři, kteří investují do biotechnologických společností (1:06:08)Partnerství - je to výhoda nebo nevýhoda? (1:08:23)Analýza biotechnologických akcií a jak na ní (1:12:27)V jaké vývojové fázi investuje Ján do společnosti (1:15:39)Jak analyzuje akcii v rané fázi vývoje (1:23:33)Kde hledat kvalitní zdroje informací (1:24:11)Kde vidí zajímavé investiční příležitosti (1:32:00)Čemu by se měli začínající investoři vyhnout (1:37:48)Čím se řídí při investování do biotechnologických akcií (1:42:57)V čem dělají investoři nejčastěji chybu (1:45:56)Společnosti v portfoliu (1:48:00)Nenechte si ujít letošní ročník České investiční konference, který proběhne 8. a 9. listopadu 2021 online. Program naleznete zde.Partnerem podcastu je Strike.Market, alternativní data pro vaše investice.Vaše zpětná vazba je pro mě důležitá. Máte-li k podcastu jakékoliv poznámky, zašlete mi je, prosím, na lenka@schanova.com. 

This week The Pack visits with a friend of the show Roddy Boyd (@RodBoydILM on Twitter). Roddy is the Editor and founder of the Foundation for Financial Journalism. I think Roddy is among the few remaining investigative journalists on the planet. Before FFJ, he was a reporter for Fortune, NY Post, NY Sun, and Institutional Investor News. In 2011 he published “Fatal Risk – A cautionary Tale of AIG's Corporate Suicide”, a McKinsey Business Book of the Year. In 2012, The Huffington Post named him “one of the most feared financial reporters in America.”  Roddy takes us through his upbringing, his early work, and events that shaped his career both personally and professionally. Sit back have a drink and enjoy!  When something like alcohol use is so intimately ingrained in the fabric of our society, it becomes extremely difficult to significantly alter its use and or abuse comprehensively and beneficially. It becomes extremely difficult for many individuals to realistically see the destructive, unhealthy, and sometimes fatal aspects of drug or alcohol abuse. If you need help or think you need help you are taking the first step.   https://www.aa.org and https://www.nami.org/Home 3:15 Roddy's background; growing up as the son of a hedge fund titan, being taught the importance of hard work, and graduating from Fordham University 10:18 Roddy's aspiration of becoming a journalist which was enhanced after the Watergate hearings, putting his dreams on pause to pay the bills for his new family, and working his way up from being a desk clerk 19:20 Roddy's attempt to get a job as a writer, landing a financial journalism gig at II and writing his biggest gets on Freddie Mac and Fannie Mae which led him to the NY Sun and eventually the NY Post.  Writing about overstock.com 30:00 Going after Fairfax Financial, overstock suing Rocker Partners which led to a wave of attacks on short-sellers and eventually journalists. 40:02 Roddy getting subpoenaed from the SEC for his Fairfax reporting, taking the case to the state supreme court and ultimately fighting off the suit, and how Dan and Roddy became in contact over the wave of Chinese fraud.   49:10 Where were you the first time you heard about Ben Wei and Freedom of Speech?   52:20 The time Roddy visited the China Media Express office, witnessed Jeffrey Toobin-esque activities and a sleeping R&D department, and the subsequent stop on trading the next day from the NASDAQ. 1:00:35 Roddy's work on Valeant and their ultimate demise, Bill Ackman's hypocritical stance on Valeant after playing the moral high ground on Herbalife. 1:12:40  Roddy's continuous work and personal sacrifice to help bring down Insys Pharmaceuticals, and ultimately being thanked personally by a senior DEA officer on the case. 1:20:00 How Roddy makes a living off of donations to the Foundation for Financial Journalism, doing honest work and still getting attacked for taking donations from short-sellers. 1:30:20 Roddy's journey towards sobriety and the moments that made him realize he needed to make a change, how drinking often becomes a problem for journalists and people on Wall Street.  How Roddy has helped numerous people reach sobriety.

En este episodio, y continuando con el seriado especial de leyendas del trading, hablaremos sobre Bill Ackman, manager del fondo Pershing square capital es sin duda una de las figuras mas controversiales en el mundo de las finanzas e inversiones en bolsa, y es que posiciones al corto en nombres como Herbalife y largos en otros como Valeant, le han servido para posicionarse como uno de los nombres mas reconocidos y citados en el trading actual. Es por ello que en este seriado no podia faltar un episodio exclusivo donde hablamos sobre su vida y principalmente sobre su forma de invertir, y es que Bill Ackman tiene una metodología de inversión distinta a las de los anteriores traders y figuras legendarias, Bill es un activist investor, básicamente un inversionista que no es pasivo al invertir pues busca tomar posiciones dentro de empresas con potencial desaprovechado y mediante batallas de proxy busca hacerse con un puesto en la junta directiva de dichas empresas y asi generar cambios en el manejo de las mismas para lograr retornos y aumento en el precio de las acciones. Bill ademas atrajo fama mundial en marzo del año pasado al tomar una posicion en los mercados al inicio de la pandemia, posición ampliamente documentada donde, haciendo uso de instrumentos financieros como Credit default swaps, aposto a una caida en los precios de las acciones del ramo de hoteleria, restaurantes y turismo basandose en el gran efecto que tendria el Covid19 para la economia americana, dicha operación con un rendimiento de 1-100 pues el costo del CDS fue de 28 millones de dolares dando como retorno uno 2800 millones de dolares, sin duda una de las mejores operaciones de la historia, es por esto que nos complace invitarlos a disfrutar de nuestro mas reciente episodio en #hablemosdetrading --- Support this podcast: https://anchor.fm/hablemos-de-trading/support

Die erst 30-jährige Hedge-Fund-Managerin Fahmi Quadir hat bereits mehrmals mit Erfolg auf fallende Kurse von etablierten Unternehmen gesetzt. Ihr Ziel: Sie möchte gegen Wirtschaftskriminalität vorgehen und betrügerische Firmen entlarven. Heutiger Gast: Christof Leisinger, New York - Korrespondent NZZ Weitere Informationen zum Thema: https://www.nzz.ch/finanzen/hedge-fund-managerin-wirecard-war-eine-riesige-geldwaschmaschine-ld.1584869 Hörerinnen und Hörer von «NZZ Akzent» lesen die NZZ online oder in gedruckter Form drei Monate lang zum Preis von einem Monat. Zum Angebot: nzz.ch/akzentabo

Easy run at JP Nagar. Let's talk money by Monika Halan. Daily challenge. Valeant pharmacy scam. Mail order pharmacy Philidor.

Errors snowball, and compounding is like the Marine Corps—no better friend, and no worse enemy. In this episode, we’ll talk about how Jocko Willink, Mike Krzyzewski, and Bill Ackman use a tactical “reset” to get back on track. Let’s start with the opposite. Time’s running out, everything is on the line, mistakes are being made, and it looks like the window of opportunity is closing. The position is going from bad to worse, and a vicious cycle is forming: bad position, bad decision, worse position, worse decision. And on, and on. Balls are getting dropped, emotions are running hot, and stress is widespread. Chaos reigns. Corners are being cut since time is in short supply. Confusion, haste, sloppiness, complexity, errors, anxiety, weariness. It’s a nightmare situation. This description could apply to a crunch period at work, the fourth quarter of a basketball game, or just about any part of life where results matter. We all know the phrase: “when the going gets tough, the tough get going.” But sometimes even the toughest know it’s time to take a beat. In this episode, we’ll talk about how Jocko Willink, Mike Krzyzewski, and Bill Ackman use a tactical “reset” to get back on track. Jocko Willink: “Detachment” First, let’s talk about resetting through the frame of “detachment.” Let’s start with the toughest of the tough. If you know Jocko Willink, you know he’s no wimp. Jocko is a huge proponent of what he calls “detaching.” In the show notes, there’s a link to a podcast episode where Jocko dives into this idea and the experience that drove it home for him.  https://fhww.files.wordpress.com/2018/08/107-jocko-willink.pdf  In a nutshell, during a complicated, stressful training mission on an offshore oil rig, Jocko realized that by taking a few steps away from his team’s position, he could re-assess the situation with fresh eyes. When you “detach,” priorities become clear. You can stop spinning your wheels and get back to ticking off your priorities. If you listen to his podcast—and I highly recommend it—you’ll hear from tons of people who had to reset mid-battle, right in the thick of the fog of war. Coach K: “We Will Win” It’s February 12, 2019, and 22,000 Louisville fans have packed the KFC Yum! Center to see their Cardinals beat the Duke Blue Devils. At 9 minutes, 54 seconds remaining in the game, a Louisville player hits a 3-point shot that puts Lousiville ahead 59-36. At that point, Coach K had never seen a Duke team recover from such a dramatic deficit. Before we discuss what Krzyzewski said during his own timeout, let’s take a timeout of our own. I’ve included a bunch of links in the show notes. The first is the full video highlight reel for the comeback. The second is an incredible article by the NCAA (written in conjunction with ESPN’s data) laying out the highlights of how the game progressed along with a chart showing the statistical probability of victory in a time series graph. At its trough, the win probability was 0.1%, meaning that Duke had a 1 in 1,000 chance of victory. It’s times like these that coaches like Coach K and programs like Duke don’t show up in the numbers. https://youtu.be/OydPe7ZtdRY https://www.ncaa.com/news/basketball-men/article/2019-02-13/improbable-duke-comeback-vs-louisville-explained-coach-k-and So what happens? Coach K calls a timeout and makes a tactical shift (more on that in a moment), but more importantly, he communicates the message that he believes Duke will earn the win. In the article, he mentions that he wasn’t necessarily being 100% truthful. Tactically, Coach K shifts to an aggressive, attacking form of defense that doesn’t concede any ground to the opposing team as they try to maneuver the ball from under their own basket into their opponents’ half. The results are unbelievable. Louisville implodes under the pressure, giving up 9 turnovers in the final minutes of the game, and Duke wins by 2. I didn’t see the stats to prove it, but I’m relatively sure that most of the points Duke scored in the comeback were transition opportunities directly resulting from opponents’ turnovers. If you can visualize a steal where two defenders strip the ball from a lone ballhandler steps from his own basket, you know that this is asymmetry at its finest. Oh—and regarding frustration, the tables have completely turned. Two points to Duke, and the Louisville transition starts right back over again. Right back into the jaws of the full-court press. This is coaching at its purest. (A) don’t panic; we can win (B) let’s re-take the aggressive, proactive stance in this game by rapidly forcing a situation that favors us drastically—a suffocating, flustering, frustrating, exhausting, and in-your-face defense that plays to all of our strengths. Coach K knows how to reset. Bill Ackman: “Back to Basics” We can also frame the tactical “reset” as “back to basics.” Bill Ackman lays out his basic investment criteria in an interview (and I’ve linked it in the show notes). Before we move on—because I know I’d be wondering if I were listening—this is what he says he wants. Businesses that are: Simple Predictable Free Cash Flow Generative Dominant And that have: High Barriers to Entry Limited Exposure to Extrinsic Risk Strong Balance Sheets (and as a result no need to access capital markets) Excellent Management & Good Governance https://www.youtube.com/watch?v=sU83fZF6HcU&feature=youtu.be&t=669  Now, if you follow the financial media, you might be wondering why he needs to go “back to basics” at all! What am I talking about? Bill Ackman has been in the media recently after a windfall profit from what’s been called the “best trade of all time” since he spent $27 million to make $2.6 billion dollars with extremely limited exposure (but I should mention that the total exposure was probably about $700 million on a worst-case basis). So still a 5-bagger. And he did it by buying credit default swaps or CDS on three credit default swap indices (both high yield and investment grade) as a hedge on the credit markets. Again—for those interested, I’ve linked to the letter where he both describes the position and gives a brief primer on the mechanics behind how CDS works. It’s really awesome reading if you’re into this stuff. https://assets.pershingsquareholdings.com/2020/03/26222617/Pershing-Square-Capital-Management-L.P.-Releases-Letter-to-Investors-March-26-2020.pdf And I’ve also linked to an excellent interview he did with Shane Parrish of Farnam Street (although his podcast—which is excellent—is called The Knowledge Project). He talks with Shane about the rationale behind the hedge as well as his thoughts on bouncing back from failure. It’s an excellent listen. https://fs.blog/knowledge-project/bill-ackman/ Now if you’re not familiar with Ackman, I know you must be asking yourself: “What on Earth does all this have to do with resetting? Seems like Ackman is doing just fine.” And I hear you—in his interview with Shane, he also acknowledges that much of what I’m about to describe is firmly under the umbrella of “first world problems.” But if we re-wind the tape, Bill Ackman had been having an incredibly difficult run from 2015 until about 2019. Let’s go back in time. During its 2015 peak, Pershing Square was running $20 billion in AUM.  Ackman was in the middle of a battle over Herbalife, which he believed was a pyramid scheme. Between 2012 and 2018, Ackman held short positions (first outright short positions in Herbalife stock, and later put options). Ackman ran a very public campaign to out what he considered to be unethical practices (and make money if the share price dropped). Carl Icahn, another billionaire, had built an enormous position on the other side of the trade, aiming to catalyze what he called “the mother of all short squeezes.” This squeeze would basically make the short side submit and unwind the position, causing a big run-up in the share price. With this long and ultimately unfruitful campaign in the background, he began to have serious problems with an investment in Valeant, a pharmaceutical company. Over the life of Pershing’s investment, Valeant dropped from $190/share to $11/share during a very public activist stake (and I have a really interesting article from the New York Times linked that includes a timeline, for those interested). And for a Murphy’s Law moment, Pershing was sued by Allergan shareholders, who claimed that Pershing bought Allergan shares with insider knowledge of a looming takeover bid from Valeant. All told—per the Wall Street Journal—Valeant cost Pershing $4 billion (there’s a link in the show notes to that too). https://www.nytimes.com/2017/03/19/business/valeant-ackman-timeline.html https://www.wsj.com/articles/william-ackmans-pershing-square-sold-stake-in-valeant-1489439314?mod=article_inline What a nightmare. Now let’s skip ahead So the mid-teens were a rough few years for Ackman and Pershing. But now let’s skip ahead to 2019. Let’s start with a headline from Yahoo! Finance on January 5, 2020. Hedge fund manager Bill Ackman delivers 58.1% for investors in 2019. The article, linked below, was written by Julia La Roche, and I certainly couldn’t sum things up any better: “Like Buffett, the mission at Pershing Square is to have a permanent capital structure. Ackman said the firm took a step in that direction, launching a publicly-traded fund in 2014 with the long-term plan to have a majority of capital in that vehicle. After posting a return of 40.4% in 2014, the hedge fund experienced negative performance for each consecutive year—until 2019. At the April conference, Ackman attributed the string of poor performance to a couple of bad investments. Those mistakes led to significant investor redemptions, or what Ackman characterized as a “rough patch.” Pershing Square Holdings, the public vehicle, is now 80% of the firm’s capital, Ackman said at the time.” The link to the article is in the show notes. https://finance.yahoo.com/news/bill-ackman-pershing-square-2019-performance-130053673.html So what happened? In the interview with Shane, Bill mentions that recover is a “slow, plodding, one-step-at-a-time process.” I think there are lots of reasons for the comeback. I’m sure I’ll leave some out, but I think these ones are critical: He revamped the investor base I believe it’s impossible to be a good long-term investor without committed, locked-in, and relatively under-updated capital He swore off public contests, especially on the short side These drain his time, energy, and attention—his most valuable resources In the interview with Shane, Bill mentions that he’s focused on avoiding catastrophically low “return on invested brain damage” He swore off bets with 100% downside (even if they have the potential to be a 4-bagger) This one speaks to me I just made a mistake with just such a company It was an enormous waste of time, energy and resources And it was pretty embarrassing to do it in public! And last but not least, he returned to his basic criteria, which he literally has engraved into tombstones (also known as deal toys) that sit on every employee’s desk For good measure, I’m including one additional fun article on Ackman that the Wall Street Journal ran. The byline: With performance bad and investors fleeing, Mr. Ackman ‘went activist’ on Pershing Square. https://www.wsj.com/articles/after-suffering-bruising-losses-ackman-pursues-quiet-recovery-11553176760?adobe_mc=MCMID%3D69363972300789071000526555740666532794%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1597609842 Bottom Line Compounding is the 8th wonder of the world, and we need to do everything in our power to make sure we aren’t on the wrong side of it. Well-oiled machines shouldn’t constantly require downtime, but in critical moments, it can be an extremely high-yield decision to pause and reset. Errors snowball, and compounding is like the Marine Corps—no better friend, and no worse enemy. So that does it for this episode. I hope it shows some threads to pull. If you’re interested in show notes or supporting the podcast, check out strategychainpodcast.com. If you want to get in touch with me, you can find me on social media @strategychain. So until next time—thank you. Strategy Chain Links Rate and review the podcast at https://podcasts.apple.com/us/podcast/strategy-chain/id1492935567 Find Amazon affiliate links at http://strategychainpodcast.com/support Send me questions at http://strategychainpodcast.com/contact Sign up for the email list at http://strategychainpodcast.com/ Social Media @strategychain (Facebook, Twitter, Instagram, Medium)

Bekannt wurde die 29-jährige Fondsmanagerin für ihre Arbeit gegen den skandalösen Pharmakonzern Valeant (und durch die Netflix-Dokumentation, die ihr dafür 2018 ein Denkmal setzte). Ihr bisher größtes Ziel als Shortsellerin, die auf fallende Kurse potenziell betrügerischer Unternehmen setzt, war aber Wirecard: Schon seit 2018 war Quadir überzeugt, dass mit dem vermeintlichem Payment-Wunder aus Aschheim etwas nicht stimmte. Wie sie versuchte, hinter das Geheimnis dieser undurchschaubaren Firma zu gelangen, warum Wirecard so lange von so vielen gedeckt wurde und wie sie den Zusammenbruch letztlich erlebte, darüber spricht sie im Podcast.

Welcome to Book of Lies Podcast! Thank you for listening, This week Hosts Sunni and Brandi, cover there Pharmaceutical company that raised drugs costs over 200% on life saving drugs for pure greed. We welcome our newest Patron to the BOLP Bunch. Artwork created by the talented Myles Goethe.Episode 28 - The Harvard Man Eaters https://podcasts.apple.com/us/podcast/book-of-lies-podcast/id1452725481?i=1000446780858https://open.spotify.com/episode/0UMHZyLCijMUV79oL9sjap?si=tlo3t-nzTZKRcMUdbqEXpgVisit our website www.bookofliespodcast.com,Support on Patreon.Visit us on Patreon www.patreon.com/bookofliespodcast.Visit our Shops and Support our Businesses.Beauty's Biscuits use offer code "LIES" for 15% off www.beautysbiscuits.com.Gio and Grace www.gioandgrace.com.Send us a email at bookofliespodcast@gmail.com.Visit our Shwag Shop hosted by Tee Spring https://teespring.com/stores/book-of-lies-podcastThank you for Listening.Visit our Website at www.bookofliespodcast.com

Cindy Eckert is an American entrepreneur who built and sold two pharmaceutical companies, notably Sprout Pharmaceuticals, creator of “female Viagra,” for more than $1B. She subsequently founded The Pink Ceiling which invests in companies founded by, or delivering products for, women. The Pink Ceiling's incubator - dubbed The Pinkubator - is based in Raleigh, NC. Eckert was featured on the cover of Entrepreneur Magazine's Women to Watch issue in January 2016. In November 2017, Eckert re-acquired Sprout Pharmaceuticals, and the rights to its drug Addyi, from Valeant. Learn more about The Pink Ceiling: https://thepinkceiling.com/ Follow Cindy Eckert on Instagram: https://www.instagram.com/cindypinkceo/

HAPPY NEW YEAR A Decade Marked By Outrage Over Drug Prices Martin Shkreli, the former CEO of Turing Pharmaceuticals, who was called before Cummings' committee in2016. After hiking the price of an old drug for parasitic infections to $750 a pill from $13.50, Shkreli became the poster boy for pharmaceutical greed that helped define the past decade. Meanwhile, nearly 1 in 4 Americans has trouble affording prescription drugs, according to a Kaiser Family Foundation poll. Of relevance, perhaps to our NA members, Daraprim: An old drug gets a huge new price For decades, Daraprim has been the go-to medicine for treating toxoplasmosis, a parasitic infection especially dangerous for people with compromised immune systems, such as people living with HIV and patients who've undergone organ transplants. The drug was approved by the Food and Drug Administration in 1953, and its patents expired long ago. But there wasn't a generic version available, and there was only one supplier in the United States. Even so, Daraprim cost just $13.50 a pill in early 2015. Then Turing Pharmaceuticals bought the rights to the drug and raised its list price more than 5,000% overnight. Another company called Valeant did the same year when it bought two old heart drugs — Isuprel and Nitropress — that had little competition. Despite public outcry, Daraprim's price hasn't budged. Today, many health insurance companies won't pay for the drug, and it's too expensive for many hospitals to keep in stock, says Armstrong. As a result, she says, doctors have been forced to turn to cheaper alternatives that have more side effects and less proof that they work. Then there is EpiPen, used to counteract allergic reactions. By the time the EpiPen's list price reached $300 per auto-injector in 2016, its manufacturer, Mylan, had made more than a dozen price hikes in just six years. People clamored for a cheaper generic of the product, which injects a dose of epinephrine to counteract allergic reactions. Mylan had a virtual monopoly on it. In the spring of 2016, the FDA had rejected two applications from other firms that wanted to make generic versions. State and federal lawmakers took notice. For years, they had been passing laws that pushed for schools and other public places to have EpiPens on hand. Mylan started offering its own generic at half the price in December 2016 and left the price of its brand-name product where it was. Mylan's new version is called an authorized generic. These are usually introduced to undercut competition from other companies' generics — and eat into some of the competitors' profits. Next consider Sovaldi: a first-of-its-kind hepatitis C drug, priced at $1,000 per pill. To rid a patient of the hepatitis C virus would cost $84,000 per person. State health systems struggled to pay for the treatment, and health insurers denied the drug to all but the sickest patients. An investigation led by Iowa Republican Sen. Chuck Grassley and Oregon Democratic Sen. Ron Wyden found that state Medicaid programs spent more than $1 billion on the drug in 2014, but less than 2.4% of Medicaid patients with hepatitis C got Sovaldi. Now, there are a few other brand-name hepatitis C cures on the market, creating some competition. Finally: Insulin After insulin was discovered nearly 100 years ago, the rights to it were transferred to the University of Toronto for $1 so that insulin could be made widely available at a low cost. But insulin prices have continued to creep upward at a rate that's higher than inflation. As a result, some patients have rationed their medicine, skipping doses or cutting them in half. In 2017, a group of patients sued the three major insulin-makers — Sanofi, Eli Lilly and Novo Nordisk — when they noticed that the companies were increasing their prices in lockstep. When Congress and the media took notice, the price hikes mostly stopped, but prices didn't drop. In December, the House passed a bill to lower prescription drug prices.

HAPPY NEW YEAR A Decade Marked By Outrage Over Drug Prices Martin Shkreli, the former CEO of Turing Pharmaceuticals, who was called before Cummings' committee in2016. After hiking the price of an old drug for parasitic infections to $750 a pill from $13.50, Shkreli became the poster boy for pharmaceutical greed that helped define the past decade. Meanwhile, nearly 1 in 4 Americans has trouble affording prescription drugs, according to a Kaiser Family Foundation poll. Of relevance, perhaps to our NA members, Daraprim: An old drug gets a huge new price For decades, Daraprim has been the go-to medicine for treating toxoplasmosis, a parasitic infection especially dangerous for people with compromised immune systems, such as people living with HIV and patients who've undergone organ transplants. The drug was approved by the Food and Drug Administration in 1953, and its patents expired long ago. But there wasn't a generic version available, and there was only one supplier in the United States. Even so, Daraprim cost just $13.50 a pill in early 2015. Then Turing Pharmaceuticals bought the rights to the drug and raised its list price more than 5,000% overnight. Another company called Valeant did the same year when it bought two old heart drugs — Isuprel and Nitropress — that had little competition. Despite public outcry, Daraprim's price hasn't budged. Today, many health insurance companies won't pay for the drug, and it's too expensive for many hospitals to keep in stock, says Armstrong. As a result, she says, doctors have been forced to turn to cheaper alternatives that have more side effects and less proof that they work. Then there is EpiPen, used to counteract allergic reactions. By the time the EpiPen's list price reached $300 per auto-injector in 2016, its manufacturer, Mylan, had made more than a dozen price hikes in just six years. People clamored for a cheaper generic of the product, which injects a dose of epinephrine to counteract allergic reactions. Mylan had a virtual monopoly on it. In the spring of 2016, the FDA had rejected two applications from other firms that wanted to make generic versions. State and federal lawmakers took notice. For years, they had been passing laws that pushed for schools and other public places to have EpiPens on hand. Mylan started offering its own generic at half the price in December 2016 and left the price of its brand-name product where it was. Mylan's new version is called an authorized generic. These are usually introduced to undercut competition from other companies' generics — and eat into some of the competitors' profits. Next consider Sovaldi: a first-of-its-kind hepatitis C drug, priced at $1,000 per pill. To rid a patient of the hepatitis C virus would cost $84,000 per person. State health systems struggled to pay for the treatment, and health insurers denied the drug to all but the sickest patients. An investigation led by Iowa Republican Sen. Chuck Grassley and Oregon Democratic Sen. Ron Wyden found that state Medicaid programs spent more than $1 billion on the drug in 2014, but less than 2.4% of Medicaid patients with hepatitis C got Sovaldi. Now, there are a few other brand-name hepatitis C cures on the market, creating some competition. Finally: Insulin After insulin was discovered nearly 100 years ago, the rights to it were transferred to the University of Toronto for $1 so that insulin could be made widely available at a low cost. But insulin prices have continued to creep upward at a rate that's higher than inflation. As a result, some patients have rationed their medicine, skipping doses or cutting them in half. In 2017, a group of patients sued the three major insulin-makers — Sanofi, Eli Lilly and Novo Nordisk — when they noticed that the companies were increasing their prices in lockstep. When Congress and the media took notice, the price hikes mostly stopped, but prices didn't drop. In December, the House passed a bill to lower prescription drug prices.

Dr. Ajay Kuriyan joins to discuss the June 2019 issue of Retinal Physician with topics including management of large macular holes, vitrectomy in keratoprosthesis cases, and endoscopic surgery. All articles discussed can be found online at http://www.retinalphysician.com. Dr. Sridhar has received fees for consulting for Alimera, Alcon, and Thrombogenics. Dr. Kuriyan is a consultant for Allergan, Alimera Sciences, Regeneron, and Valeant and receives grant funding from Roche/Genentech and Second Sight. Some podcast episodes now qualify for CME credits. To claim your credits visit https://www.aao.org/browse-multimedia?filter=Audio&sub=ONE.ContentTypes.Audio.

Dr. Ajay Kuriyan from University of Rochester and Dr. Shriji Patel from Vanderbilt University the show for a journal club focusing on 3 recent publications in major ophthalmology journals, including a prospective study examining ranibizumab and aflibercept for wet macular degeneration, a sub analysis examining factors associated with better anatomic and visual improvements in Protocol T, and paper detailing the natural history of central serous retinopathy. IVR versus IVA for wet AMD (https://jamanetwork.com/journals/jamaophthalmology/fullarticle/2722672) Protocol T subanalysis (https://jamanetwork.com/journals/jamaophthalmology/article-abstract/2722673) CSR natural history (https://www.aaojournal.org/article/S0161-6420(17)32067-5/fulltext) Financial Disclosures: Dr. Kuriyan is a consultant for Regeneron, Allergan, Alimera, and Valeant and receives grant funding from Second Sight. Dr. Patel has no disclosures. Dr. Sridhar is a consultant for Allergan, Alimera Science, and Alcon Laboratories.

¡Hola! Mi nombre es Roberto Gamboa. Director del Instituto de Tráfico Online & Experto en Facebook & Instagram Ads. Si quieres leer toda la información sobre este episodio al completo haz clic aquí >> http://bit.ly/podcast-ito037 Las ideas clave más importantes de este podcast: Lo principal y más importante que descubrirás en este capítulo es el que yo he llamado el elixir de la eterna juventud para tu negocio. Te explicaré la importancia de pensar en el largo plazo para conseguir que un negocio sea próspero y perdure al paso del tiempo. Tendrás acceso a los 3+1 factores clave en los que debes enfocarte para asegurarte de que piensas en el largo plazo. Y, como bonus, te cuento una anécdota en la que descubrirás qué significado tiene para mí tener dinero. Temas destacados de este episodio: [01:15] Introducción al capítulo. Te cuento dónde estoy y qué hago aquí ahora mismo. [03:31] Conoce de qué va el pódcast de hoy y qué temas trataremos. [03:45] Con una anécdota (que ahora me parece) graciosa te explico qué significa para mí tener dinero. [08:16] Descubre qué ha pasado en mi negocio las últimas semanas y por qué le doy tanta importancia a pensar en el largo plazo. [09:30] Te cuento por qué Erico Rocha (mi mentor) dice que el peor problema de mi negocio soy yo. [12:23] Estos son los puntos en los que debes centrar la Fase 1 de tu negocio si quieres que sobreviva. [13:01] Y con estos dos ejemplos de Valeant y Amazon te inspiro para apostar por pensar en el largo término. [14:50] Este fue el caso desastroso de la farmacéutica Valeant y el motivo por el que se fue a pique tan rápido. [17:00] Y así es cómo Amazon aplica el pensamiento a largo plazo para dominar el mercado. [22:20] En estos 3 + 1 factores debes enfocarte para pensar en el largo plazo. [27:12] Resumen y conclusiones de este capítulo.

¡Hola! Mi nombre es Roberto Gamboa. Director del Instituto de Tráfico Online & Experto en Facebook & Instagram Ads. Si quieres leer toda la información sobre este episodio al completo haz clic aquí >> http://bit.ly/podcast-ito037 Las ideas clave más importantes de este podcast: Lo principal y más importante que descubrirás en este capítulo es el que yo he llamado el elixir de la eterna juventud para tu negocio. Te explicaré la importancia de pensar en el largo plazo para conseguir que un negocio sea próspero y perdure al paso del tiempo. Tendrás acceso a los 3+1 factores clave en los que debes enfocarte para asegurarte de que piensas en el largo plazo. Y, como bonus, te cuento una anécdota en la que descubrirás qué significado tiene para mí tener dinero. Temas destacados de este episodio: [01:15] Introducción al capítulo. Te cuento dónde estoy y qué hago aquí ahora mismo. [03:31] Conoce de qué va el pódcast de hoy y qué temas trataremos. [03:45] Con una anécdota (que ahora me parece) graciosa te explico qué significa para mí tener dinero. [08:16] Descubre qué ha pasado en mi negocio las últimas semanas y por qué le doy tanta importancia a pensar en el largo plazo. [09:30] Te cuento por qué Erico Rocha (mi mentor) dice que el peor problema de mi negocio soy yo. [12:23] Estos son los puntos en los que debes centrar la Fase 1 de tu negocio si quieres que sobreviva. [13:01] Y con estos dos ejemplos de Valeant y Amazon te inspiro para apostar por pensar en el largo término. [14:50] Este fue el caso desastroso de la farmacéutica Valeant y el motivo por el que se fue a pique tan rápido. [17:00] Y así es cómo Amazon aplica el pensamiento a largo plazo para dominar el mercado. [22:20] En estos 3 + 1 factores debes enfocarte para pensar en el largo plazo. [27:12] Resumen y conclusiones de este capítulo.

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Dr. Ajay Kuriyan joins to preview the January 2019 issue of Retinal Physician with discussion of digital imaging in vitreoretinal surgery, surgery in patients with history of ROP, VKH, and achromatopsia. Remember these articles can be found online at http://www.retinalphysician.com. Financial Disclosures: Dr. Sridhar is a consultant for Alcon, Alimera Science, and Allergan. Dr. Kuriyan is a consultant for Regeneron, Allergan, Alimera, and Valeant and receives grant funding from Second Sight. None of these disclosures had any bearing on the following discussion.

Fahmi Quadir thinks short sellers get a bad rap. Known as the "financial assassin" for helping expose fraud and misconduct at Valeant, she tells Luigi that Tesla might be next. But Kate isn't convinced -- she thinks journalists and regulators are the real heroes.

I’ve often heard that good investors are a bit like journalists: doggedly collecting evidence and building an understanding of how all the pieces of a company or investment fit together. My guest this week is one of my favorite writers and journalists, Bethany McLean. Across her career, Bethany has covered many of the most interesting stories in business and investing, including Enron (which became the famous book and documentary, the Smartest Guys in the Room), Valeant, Wells Fargo, SAC Capital, Fannie Mae and Freddie Mac, the great financial crisis, and most recently, fracking and the energy revolution. Given how deeply she has investigated all of these topics-- and thought about the common threads across them all--this was an amazing conversation. When talking to her, you can feel how much she cares and how diligent and fair she is when analyzing a topic. In addition to all of the great stories already listed, we discuss the art of persistence and other lessons she has learned about businesses and people gone bad. I especially loved her evolving take on housing in America. Please enjoy my conversation with Bethany McLean   For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag   Links Referenced Mindsets: Optimism vs. Complacency vs. Pessimism Disgraced ex-BofA exec raises uncomfortable questions about #MeToo The Hunt for Steve Cohen   Books Referenced The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron” Free Radicals: The Secret Anarchy of Science Shaky Ground: The Strange Saga of the U.S. Mortgage Giants Saudi America: The Truth About Fracking and How It's Changing the World Twilight in the Desert: The Coming Saudi Oil Shock and the World Economy All the Devils Are Here: The Hidden History of the Financial Crisis   Show Notes 2:22 - (First Question) – Differences and similarities between investors and journalists 3:19 – What has more of an impact on business practices, exposing negatives or reporting positive 4:57 – first story that got Bethany intrigued with finding bad behaviors 6:19 – The process of getting to know the people who know more than the market             7:43 – Mindsets: Optimism vs. Complacency vs. Pessimism 8:18 – First short seller that garnered her interest 8:57 – The process that led to The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron 10:36 – How to ask questions 12:18 – Importance of preparation 12:49 – Commonalities among the motivations for people who do bad things 14:20 – Difference between a visionary and a fraud             15:42 – Free Radicals: The Secret Anarchy of Science 16:23 – Any standout frauds that told a really compelling story 17:33 – Looking into Valient 19:32 –Writing about the #MeToo movement             19:34 - Disgraced ex-BofA exec raises uncomfortable questions about #MeToo 21:49 – Thoughts on the spectrum of chasing this story 23:26 – Ways journalist can fairly impact this movement 24:14 – The romance of owning a home in America and what it has meant for the market             24:34 – Shaky Ground: The Strange Saga of the U.S. Mortgage Giants 28:27 – What has changed on her thinking about housing 30:24 – What role does Fannie and Freddie have in the market today 31:13 – Her desire to look into energy             32:26 – Saudi America: The Truth About Fracking and How It's Changing the World 35:05 – What have been the changes in energy market in the US             34:40 – Twilight in the Desert: The Coming Saudi Oil Shock and the World Economy 37:01 – Where are we in the life cycle of energy production 38:27 – The more boring things that are actually the drivers of our economy             38:29 – Technologies that shaped industrial revolution in America 39:42 – Where can people learn more about how our energy independence will impact other markets 41:10 – Why is Peter Elkin the best investigative journalist 42:24 – Most relentless she has ever been 43:58 – Who is doing it right             44:38 – All the Devils Are Here: The Hidden History of the Financial Crisis 45:36 – Her take on reporting the The Hunt for Steve Cohen story 49:01 – How her views have evolved over her career and lessons learned 50:40 – Are there ways to prevent success from leading people down a bad path 53:48 – The role of empathy in her career 55:13 – Kindest thing anyone has done for Bethany’s career   Learn More For more episodes go to InvestorFieldGuide.com/podcast.  Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on twitter at @patrick_oshag

Today in FirstWord:

Dr. Howard Schilit. 1:29 – Tell me about your background and how you got started in this profession? 4:55 – How would you define financial shenanigan? How is fraud and manipulation different? 20:35 – Can you walk me through Valeant? 31:00 – Talk about behavior of companies 44:00 – The forensic mindset 50:15 – Tell me about the time with the Enron CFO

Today in FirstWord:

Escuche ES_Reportage_3-20180504-WRS30 Bienvenidos a Canadá en las Américas Café, o El castor cibernético, una emisión producida por la sección en español del difusor público, Radio Canadá Internacional. Difundimos en directo cada viernes a las 12:15 por las redes sociales en internet. Esta emisión también se encuentra disponible en nuestro sitio, rcinet.ca. Este programa es un espacio dedicado a compartir sus mensajes. Nuestro correo electrónico es amlat@rcinet.ca Nuestro correo regular es: Radio Canadá Internacional Apartado Postal 6000 Montreal, Canadá H3C 3A8 Música Hoy les presentamos al músico canadiense Karim Ouellet con el tema “Lalala”. Este cantante pop canadiense nació en Dakar, Senegal. Fue adoptado por diplomáticos canadienses cuando tenía un año y vivió en Francia, Ruanda y Túnez antes de que su familia regresara a la ciudad de Quebec cuando tenía 15 años. https://www.youtube.com/watch?v=sd9ba1_c18U Otra canción, en la voz de la oaxaqueña Lila Downs, “La bruja”. https://www.youtube.com/watch?v=9pT4Q5piexc Del hijo de refugiados españoles republicanos en Francia, Leny Escudero, fallecido en 2015 a los 82 años, escucharemos la canción “Pour une amourette”. https://www.youtube.com/watch?v=kLLrVIP9ibQ Temas de la semana El encuentro del Origami con la danza Butoh El actor Milton Tanaka Recientemente se estrenó en Canadá la película Origami del director quebequense Patrick Demers. Un hombre viaja en el tiempo, continuamente entre el pasado y el presente, para cambiar su vida marcada por un drama. El personaje central es un joven restaurador de obras arte asiáticas, que tiene el don de plegar el tiempo como un origami. El origami (折り紙) es un arte que consiste en el plegado de papel sin usar tijeras ni pegamento para obtener figuras de formas variadas, muchas de las cuales podrían considerarse como esculturas de papel. Facebook presenta novedades en la conferencia F8 Los invitados asisten al discurso del director ejecutivo de Facebook, Mark Zuckerberg, en la conferencia anual de desarrolladores de F8 de Facebook Inc en San José. (Foto: REUTERS/Stephen Lam) La red social por excelencia presentó esta semana en su conferencia anual las novedades sobre los últimos servicios y aplicaciones que serán parte de la plataforma. En este encuentro que tuvo como orador principal a Mark Zuckerberg, CEO de la compañía, y que se lleva a cabo todos los años en San José, California, se plantearon los lineamientos de los objetivos y las novedades de la red social en el marco del escándalo por la recolección y fuga de datos de particulares. Talco para bebés y cáncer: una demanda colectiva en Canadá podría crear precedentes Botellas de talco para bebés Johnson & Johnson El Tribunal Superior de Quebec ha autorizado una demanda colectiva contra dos gigantes farmacéuticos que alegan que el uso regular de talco en polvo está relacionado con un mayor riesgo de desarrollar cáncer de ovario. Según un fallo publicado el miércoles, la demanda fue presentada en nombre de todas las personas en Quebec que usaron el talco para bebés de Johnson & Johnson o el producto Valeant's Shower to Shower en sus genitales y que más tarde fueron diagnosticados con cáncer de ovario. La principal demandante es una mujer quebequense que afirma haber desarrollado cáncer en 2012 después de haber utilizado productos a base de talco entre 1962 y 2013. Mujeres indígenas y necesidad de una ecología política crítica Lorena Cabnal, indígena maya q´eqchi´-xinka, propone un diálogo entre saberes indígenas y occidentales en el marco de una ecología política crítica. (Foto: Rufo Valencia / RCI) “La lógica del pensamiento occidental no es suficiente como para dar respuesta a los problemas que enfrentan los pueblos indígenas en América Latina”, dice Lorena Cabnal, razón por la cual propone revisiones epistémicas. Ella participó recientemente en el simposio internacional titulado “Perspectivas Sociales y Teóricas s...

Escuche ES_Reportage_3-20180504-WRS30 Bienvenidos a Canadá en las Américas Café, o El castor cibernético, una emisión producida por la sección en español del difusor público, Radio Canadá Internacional. Difundimos en directo cada viernes a las 12:15 por las redes sociales en internet. Esta emisión también se encuentra disponible en nuestro sitio, rcinet.ca. Este programa es un espacio dedicado a compartir sus mensajes. Nuestro correo electrónico es amlat@rcinet.ca Nuestro correo regular es: Radio Canadá Internacional Apartado Postal 6000 Montreal, Canadá H3C 3A8 Música Hoy les presentamos al músico canadiense Karim Ouellet con el tema “Lalala”. Este cantante pop canadiense nació en Dakar, Senegal. Fue adoptado por diplomáticos canadienses cuando tenía un año y vivió en Francia, Ruanda y Túnez antes de que su familia regresara a la ciudad de Quebec cuando tenía 15 años. https://www.youtube.com/watch?v=sd9ba1_c18U Otra canción, en la voz de la oaxaqueña Lila Downs, “La bruja”. https://www.youtube.com/watch?v=9pT4Q5piexc Del hijo de refugiados españoles republicanos en Francia, Leny Escudero, fallecido en 2015 a los 82 años, escucharemos la canción “Pour une amourette”. https://www.youtube.com/watch?v=kLLrVIP9ibQ Temas de la semana El encuentro del Origami con la danza Butoh El actor Milton Tanaka Recientemente se estrenó en Canadá la película Origami del director quebequense Patrick Demers. Un hombre viaja en el tiempo, continuamente entre el pasado y el presente, para cambiar su vida marcada por un drama. El personaje central es un joven restaurador de obras arte asiáticas, que tiene el don de plegar el tiempo como un origami. El origami (折り紙) es un arte que consiste en el plegado de papel sin usar tijeras ni pegamento para obtener figuras de formas variadas, muchas de las cuales podrían considerarse como esculturas de papel. Facebook presenta novedades en la conferencia F8 Los invitados asisten al discurso del director ejecutivo de Facebook, Mark Zuckerberg, en la conferencia anual de desarrolladores de F8 de Facebook Inc en San José. (Foto: REUTERS/Stephen Lam) La red social por excelencia presentó esta semana en su conferencia anual las novedades sobre los últimos servicios y aplicaciones que serán parte de la plataforma. En este encuentro que tuvo como orador principal a Mark Zuckerberg, CEO de la compañía, y que se lleva a cabo todos los años en San José, California, se plantearon los lineamientos de los objetivos y las novedades de la red social en el marco del escándalo por la recolección y fuga de datos de particulares. Talco para bebés y cáncer: una demanda colectiva en Canadá podría crear precedentes Botellas de talco para bebés Johnson & Johnson El Tribunal Superior de Quebec ha autorizado una demanda colectiva contra dos gigantes farmacéuticos que alegan que el uso regular de talco en polvo está relacionado con un mayor riesgo de desarrollar cáncer de ovario. Según un fallo publicado el miércoles, la demanda fue presentada en nombre de todas las personas en Quebec que usaron el talco para bebés de Johnson & Johnson o el producto Valeant’s Shower to Shower en sus genitales y que más tarde fueron diagnosticados con cáncer de ovario. La principal demandante es una mujer quebequense que afirma haber desarrollado cáncer en 2012 después de haber utilizado productos a base de talco entre 1962 y 2013. Mujeres indígenas y necesidad de una ecología política crítica Lorena Cabnal, indígena maya q´eqchi´-xinka, propone un diálogo entre saberes indígenas y occidentales en el marco de una ecología política crítica. (Foto: Rufo Valencia / RCI) “La lógica del pensamiento occidental no es suficiente como para dar respuesta a los problemas que enfrentan los pueblos indígenas en América Latina”, dice Lorena Cabnal, razón por la cual propone revisiones epistémicas. Ella participó recientemente en el simposio internacional titulado “Perspectivas Sociales y Teóricas s...

Trading Block: Earnings! Monday - Weight Watchers Tuesday - CBOE, Valeant, Snap Inc. Thursday - Nvidia, Macys, Kohl's Friday - JCPenney Odd Block: Size call love in MRO. Opening calendar/stupid in RSX. Call 1x3 in RCX. Mail Block: So many questions! Options question of the week: Bitcoin just blew past $100B in "market cap." If #Options were available how would you trade them? 52% - Buy Calls/Call Spreads 18% - Buy Puts/Put Spreads 13% - Sell Covered Calls 17% - Other/Hate #Crypto Listener questions and comments: Comment from Tony Varriale‏ - HODL Comment from Contrlkaos - Call broken wing butterflies ANOTHER Options question of the week: Earnings is a coin flip. But you know you love to do it. What's your #Earnings #Options MO? Buy Calls/Call Spreads Buy Puts/Put Spreads Sell Puts/Put Spreads Fly/Iron Fly/ Iron Cond. More comments! Comment from Ophir Gottlieb‏ - $TSLA oh, if there was after hours option trading @Options Comment from Folfox - Do you prefer iron condor vs. iron butterfly? (I know 1 strategy wont work every time, but what scenario is preferred) Question from ThinkTankTrading - I have a question regarding funds like vxx and this quote from its prospectus...In connection with these limits, the Dodd-Frank Act has required the CFTC to adopt regulations establishing speculative position limits applicable to regulated futures and OTC derivatives and impose aggregate speculative position limits across regulated U.S. futures, OTC positions and certain futures contracts traded on non-U.S. exchanges. In December 2016, the CFTC re-proposed rules on position limits with respect to the 25 physical delivery commodity futures and options contracts, as well...What happens with cheap low Vol prices and this position limit, and they can't get the Vol exposure needed to track the benchmark? ...Positive or inverse ETFs?...One will have massive margin lending/ borrowing costs and the other won't be allowed to buy more futures at some point...The second that happens the Nav will be out of wack and become a closed end fund with Arb to Nav opportunities aka the death spiral - would you agree? Or am I missing something - thanks in advance...Asking for a friend hahahah kidding. Around the Block: RCM webinar on Wednesday, November 8th, 12:00 CST - How to Webinar: Trading Options on Stocks & Futures Economic Reports this Week: Nov 7 - JOLTS Nov 8 - EIA Petroleum Status Report Nov 9 - Jobless Claims Nov 10 - Consumer Sentiment, Treasury Budget

Trading Block: Earnings today include (before): Dean Foods, Sotheby's, Tyson Foods; (after) Hertz Global Holdings, Rackspace, WebMD Health Corp. Options bears descend on Valeant ahead of earnings. Traders are betting shares are due for even more pain. Nonfarm payroll brightens the U.S. economic outlook. Odd Block: Puts trade in Tupperware Brands Corp. (TUP), puts trade in SM Energy Co. (SM), calls trade in Targa Resources Corp. (TRGP) Strategy Block: Uncle Mike Tosaw discusses money management Around the Block: Earnings highlights for the week. Tuesday: Coach, Exelon Corporation, Tribune Media Company, Valeant Pharmaceuticals, Walt Disney Company, Yelp Wednesday: Michael Kors Holdings, JD.com, Ralph Lauren, Shake Shack, The Wendy Company Thursday: Alibaba Group Holding Ltd, Kohls Corporation, Macys Inc., Nordstrom Inc. Friday: JC Penney Company

Trading Block: Options Civil War: Which side are you on? Earnings today before the bell:  Tyson Foods, Liberty Media Group, Sothebys. Traders on edge as Staples-Office Depot deal decision looms. Are markets more sensitive to the Fed these days? Stocks to watch: LendingClub, Krispy Kreme, Freeport-McMoRan, Valeant. Odd Block: Call roll in American Capital LTD (ACAS), buying time call stupid in Nokia Corp (NOK), and put spread buyers in JPMorgan Alerian MLP Index (AMJ). Strategy Block: Tosaw discusses long-dated covered call writing Mail Block: Which Team are you on? 29% - Team Cap 71% - Team Iron Man Listener questions: Question from 777 - Have you heard any rumors that CME or CBOE will be acquired by a bank or insurance company? Question from SkyTrader - If I see a trend, what spread works best for capturing that spread - straight vertical or calendar? Around the Block: This week the big retailers take the earnings stage, and names include: Tuesday - Electronic Arts, Walt Disney Company, Dean Foods, Credit Suisse, Allergan Wednesday - Macy's, Wendy's Thursday - Kohls (before bell), Nordstrom (after bell), Shake Shack Friday - JC Penney, Honda  

I veckans avsnitt snackas det bland annat Valeant, H&M och Interfox. Johan berättar också varför han ser fram emot Börspoddens Japanresa så mycket.

Bloomberg's Cynthia Koons discussing Valeant and whether they can pay down their debt and continue to sell their drugs on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg's Arthur Levitt discusses Valeant and how in accounting there is no black and white on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Lightwater Partners' Jerome Hass says Valeant shares aren't a good bet. He joins Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg's Cynthia Koons discusses Valeant's selloff. She joins Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

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