'Missing Inflation' Is Seen In Asset Prices: Shalett

'Missing Inflation' Is Seen In Asset Prices: Shalett

Lisa Shalett, Chief Investment Officer, Wealth Management for Morgan Stanley, discusses her investment outlook and strategy. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, to preview Apple earnings and discuss how the coronavirus is hitting supply chains. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on Xi Jinping's response to the coronavirus. John Kilduff, Founder of Again Capital, on the big risk to oil markets from the coronavirus. Hosted by Lisa Abramowicz and Paul Sweeney.

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Should the Real Price of Oil Be $20 a Barrel? Smead Asks

Should the Real Price of Oil Be $20 a Barrel? Smead Asks

Bill Smead, CEO of Smead Capital Management, discusses what would happen if oil was priced at $20 a barrel. Bloomberg's Chris Reiter discusses a study from consultant firm Roland Berger that says a U....

8 Maalis 201727min

Travel Ban Puts $1 Billion of Tourism at Risk, Mayor Walsh Says

Travel Ban Puts $1 Billion of Tourism at Risk, Mayor Walsh Says

In this special episode of P&L, recorded live at Symphony Hall in Boston, we take a look at the city in the age of Trump. First up: Mayor Marty Walsh talks about the potential impact of an immigration...

7 Maalis 201730min

Eric Balchunas on How Important Fees Are to Fund Performance

Eric Balchunas on How Important Fees Are to Fund Performance

Eric Balchunas, an ETF analyst at Bloomberg Intelligence, discusses active versus passive management and the ongoing pressure on fees at asset managers. Joe Mysak, an editor at Bloomberg Briefs Munici...

3 Maalis 201727min

Math Doesn't Add Up on Trump's Infrastructure Plan, Sen Says

Math Doesn't Add Up on Trump's Infrastructure Plan, Sen Says

Conor Sen, a Bloomberg View columnist and money manager at New River Investments, says Donald Trump's infrastructure plan would require an additional 570,000 construction workers. David Kudla, CEO and...

2 Maalis 201726min

WSJ Coverage Boosted Fed 'Message' on March Hike, Reinhart Says

WSJ Coverage Boosted Fed 'Message' on March Hike, Reinhart Says

Vincent Reinhart, the chief economist at Standish Mellon Asset Management, says the Wall Street Journal's coverage of the Fed's January meeting shaped the probability of a March rate hike. Neil Dwane,...

1 Maalis 201725min

Eaton Vance's Peabody Sees Opportunities in High-Yield

Eaton Vance's Peabody Sees Opportunities in High-Yield

Burt Flickinger, managing director at Strategic Resource Group, discusses Target's earnings and outlook. Henry Peabody, co-manager of the Eaton Vance Multi-Sector Bond Fund, discusses the fixed-income...

28 Helmi 201728min

Premier CEO Expects Obamacare Replacement to Take Three Years

Premier CEO Expects Obamacare Replacement to Take Three Years

Premier CEO Susan DeVore discusses the impact on hospitals of the Trump administration's plan to overhaul the Affordable Care Act. Bloomberg's Noah Buhayar discusses Warren Buffett's annual letter to ...

27 Helmi 201732min

Obamacare Replacement to Cover Fewer People, Sparking Blowback

Obamacare Replacement to Cover Fewer People, Sparking Blowback

Zach Tracer, a health care reporter at Bloomberg, says blowback from constituents is growing as the GOP's Obamacare replacement will result in fewer Americans being covered by health insurance. Poonam...

24 Helmi 201722min

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