Markets, Banks, UPS, and Novo (Podcast)

Markets, Banks, UPS, and Novo (Podcast)

Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi, joins to discuss markets, the Fed, and outlook for China and Japan as emerging markets. Lee Klaskow, Senior Analyst of Freight Transportation and Logistics with Bloomberg Intelligence, joins us to talk UPS earnings. Chris Whalen, Chairman at Whalen Global Advisors, discusses the Moody’s credit downgrade for US banks and outlook for the sector. Nancy Tengler, CEO and CIO at Laffer Tengler Investments, joins to talk markets and investing and the launch of her new ETF today. Margie Patel, Senior Portfolio Manager at Allspring Global Investments, joins to discuss how the markets are pricing in the Fed’s possible last rate hike of its aggressive tightening campaign. Michael Shah, Senior Industry Analyst with Bloomberg Intelligence, discusses Danish company Novo Nordisk A/S after its obesity drug cut heart risks in a major trial, as well as other biotech news. Ryan Lockwood, CFO of CarParts.com (NASDAQ: PRTS), joins to discuss earnings and outlook for consumers and his company. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

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Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg Stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Regis (RGS).See omnystudio.com/listener for privacy information.

19 Touko 201612min

Eaton Vance's Piantedosi: Opportunity in Pinnacle Foods (Audio)

Eaton Vance's Piantedosi: Opportunity in Pinnacle Foods (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Lew Piantedosi, Vice President and Director of Growth Equity for Eaton Vance, for a look at the equity markets and sectors he is investing in.See omnystudio.com/listener for privacy information.

19 Touko 201611min

Bloomberg's House on Puerto Rico Restructuring Debt Bill(Audio)

Bloomberg's House on Puerto Rico Restructuring Debt Bill(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Billy House, Bloomberg Congressional Reporter, on the House reaching an agreement with the Treasury on a Puerto Rico restructuring bill for its $70 billion debt load.See omnystudio.com/listener for privacy information.

19 Touko 201611min

Sanford's Oxgaard: Not Optimistic on Bayer-Monsanto Deal(Audio)

Sanford's Oxgaard: Not Optimistic on Bayer-Monsanto Deal(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jonas Oxgaard, Chemicals Equity Analyst at Sanford Bernstein, weighs in on Bayer AG's bid for Monsanto: he's not optimistic the deal will go through.See omnystudio.com/listener for privacy information.

19 Touko 20168min

Bloomberg's Micklethwait: Merkel Is Europe's Best Hope (Audio)

Bloomberg's Micklethwait: Merkel Is Europe's Best Hope (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John Micklethwait, Editor-In-Chief for Bloomberg Editorial, on Europe, Germany's "fatigue", and Brexit.See omnystudio.com/listener for privacy information.

19 Touko 201611min

Wolfe's Mushkin Sees AMZN Becoming Horizontal Monopoly (Audio)

Wolfe's Mushkin Sees AMZN Becoming Horizontal Monopoly (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on Walmart earnings, Amazon and the retail space.See omnystudio.com/listener for privacy information.

19 Touko 201611min

Conference Board's Goldstein on the April LEI Index (Audio)

Conference Board's Goldstein on the April LEI Index (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ken Goldstein, Economist with the Conference Board, on the April LEI index.See omnystudio.com/listener for privacy information.

19 Touko 20168min

Beaconcrest's Divney Is Avoiding Retail, But Likes Coach(Audio)

Beaconcrest's Divney Is Avoiding Retail, But Likes Coach(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Kevin Divney, Chief Investment Officer and Founder of Beaconcrest Capital, for a look at the market reaction to the Fed minutes, and what sectors he is deploying capital to.See omnystudio.com/listener for privacy information.

18 Touko 201611min

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