World Freeloads Off U.S. on Drug Pricing, Miller Says

World Freeloads Off U.S. on Drug Pricing, Miller Says

Live from the National Medicare Advantage Summit in Arlington, Virginia. Dr. Steve Miller, chief medical officer at Express Scripts, says the high price of prescription drugs in the U.S. means Americans are funding innovation for the rest of the world. Tom Scully, the former administrator of the Centers for Medicare and Medicaid Services, talks about the outlook for policy. Dr. Kavita Patel, a senior fellow at Brookings Institution and former adviser to the Obama White House who worked on the Affordable Care Act, weighs in on the politics and policy of healthcare under Trump. Finally, Brendan Ahern, chief investment officer at KraneShares, discusses Trump's meeting with President Xi Jinping and the impact to investing in China.

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Trade and Tariff Disputes Between the U.S. and EU (Podcast)

Trade and Tariff Disputes Between the U.S. and EU (Podcast)

Shawn Donnan, Bloomberg Senior Trade Reporter, discussing the EU and U.S. trade and tariff disputes. We also have David Dietze, President and Chief Investment Strategist at Point View Wealth Managemen...

9 Huhti 201926min

The Health of the Middle Markets and U.S. Economy

The Health of the Middle Markets and U.S. Economy

Joining in on today's conversation is Randy Schwimmer, Head of Capital Markets & Originations at Churchill Asset Management, on the lending landscape and the health of the middle market. We also have ...

8 Huhti 201928min

U.S. Economy Is Better Than Bonds Think: Joe Davis

U.S. Economy Is Better Than Bonds Think: Joe Davis

Joseph Davis, Chief Economist at Vanguard, on March jobs data, and his current economic outlook. Jean-Yves Fillion CEO, BNP Paribas USA and Chairman, CIB Americas, discusses the low interest rate envi...

5 Huhti 201928min

Tesla Delivery Numbers Punch Hole In Growth Story

Tesla Delivery Numbers Punch Hole In Growth Story

Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Tesla reporting a record decline in deliveries, and today's contempt hearing on CEO Elon Musk's tweets. Bill Rouhana, c...

4 Huhti 201927min

Netflix Shares At Risk As New Competition Heats Up (Podcast)

Netflix Shares At Risk As New Competition Heats Up (Podcast)

Laura Martin, Senior Entertainment analyst at Needham & Co., discusses why she's negative on Netflix. Jason Schenker, President of Prestige Economics, Chairman of The Futurist Institute and a Bloomber...

3 Huhti 201929min

Quant Fund Just Went to 100% Cash: Cumberland's Kotok

Quant Fund Just Went to 100% Cash: Cumberland's Kotok

David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on why he's shifting his portfolio to a more defensive position. Former SBA Administrator Karen Mills discusses her new book, "...

2 Huhti 201928min

CalSTRS Likes Real Estate and PE, Cautious On Equities

CalSTRS Likes Real Estate and PE, Cautious On Equities

Chris Ailman, Chief Investment Officer at CalSTRS Investments, on why he's neutrally positioned right now. Ellen Wald, President of Transversal Consulting, Senior Fellow at the Atlantic Council, and a...

1 Huhti 201928min

Stocks More Attractive Than Alternatives: Bill Miller

Stocks More Attractive Than Alternatives: Bill Miller

Legendary investor Bill Miller, chairman and chief investment officer of Miller Value Partners, LLC, on value investing and his current investment outlook.  Kate Moore, Managing Director, Chief Equity...

29 Maalis 201934min

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