Lack of Bids For EM High Yield Debt: Bloomberg's Sassower
Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on the lack of bids for emerging market debt. VolitionRX Group CEO Cameron Reynolds on developing a colon cancer test that could soon mean no more invasive colonoscopies. Kristina Swallow, President of American Society of Civil Engineers, to discuss President Trump's infrastructure plan and what improvements needs to be made. Robert Langreth, senior health care reporter for Bloomberg, on Amazon’s push into the health industry supply chain, angling to become the go-to source for basic medical supplies.See omnystudio.com/listener for privacy information.
15 Helmi 201833min
Time to Keep Reducing Risk, Particularly EM, Some Stocks: Tchir
Peter Tchir, Head of Macro Strategy at Academy Securities, on what CPI and retail sales signal for markets, and his current investment strategy. Walter Kemmsies, Economist and Chief Strategist of JLL’s Ports, Airports and Global Infrastructure Group, on the plausibility of the Trump infrastructure and financing proposal, and investment opportunities and risks. Michael Bellisario, equity analyst at Baird, on Marriott and Hilton earnings, and hospitality sector outlook. Marshall Steinbaum, Research Director and Fellow at the Roosevelt Institute, on a new report that examines a proposal for outright student debt cancellation financed by the federal government.See omnystudio.com/listener for privacy information.
14 Helmi 201830min
Banks Are Still Reducing Energy Exposure: BlackGold’s Honari
Sharam Honari, partner at BlackGold Capital Management, on opportunities and outlook for energy credit. Katie Koch, Global Head of Fundamental Equity Client Portfolio Management at Goldman Sachs Asset Management, on markets and current outlook. Sarah Kauss, Founder and CEO of S'well, on the business outlook and global growth, outlook for an IPO and how commodity prices could impact her business. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, on current outlook for the bond market, and investment strategy.See omnystudio.com/listener for privacy information.
13 Helmi 201827min
Extremely Low Odds For Infrastructure Bill Becoming Law: Dean
Nathan Dean, Senior Analyst: Financial Services Policy for Bloomberg Intelligence, on President Trump’s budget blueprint and infrastructure plan. Jason Schenker, President and Founder of Prestige Economics and a Bloomberg Prophet, on outlook for oil. Karen Schenone, Fixed Income Strategist for BlackRock, on BlackRock’s ETF Pulse Survey, which shows trends in ETF investing. Deepak Ohri, CEO of lebua Hotels and Resorts, on trends for tourism, travel and hotel industries in Bangkok and across Asia, and the global outlook for luxury business.See omnystudio.com/listener for privacy information.
12 Helmi 201826min
Treasury ETFs See Big Inflows, Hot Money Is Spooked: Balchunas
Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, and Dave Wilson, Bloomberg stocks editor, on market drivers and ETF flows amid the sell-off. Nick Colas, Co-Founder of DataTrek Research and Bloomberg Prophet, on markets, volatility, and where stocks could bottom. Lee Klaskow, Senior Transport, Logistics and Shipping Analyst for Bloomberg Intelligence, Amazon planning a delivery service to vy with Fedex and UPS. Ward McCarthy, Chief Financial Economist at Jefferies & Co., on economic outlook, the deficit, and what to expect from the Fed.See omnystudio.com/listener for privacy information.
9 Helmi 201825min
Tesla Provides No Answers On Model 3 Production Issues: Denning
Liam Denning, Energy, Mining and Commodities columnist for Bloomberg Gadfly, on Tesla’s cash burn. Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor flows and current investment strategy. Rick Ruskin, Senior Manager, Online Commerce: General Motors, on Chevy using Chevy's in-car e-commerce platform to drive advertising revenues.Karen Harris, managing director of Bain’s Macro Trends Group, discusses how the business environment of the 2020s will be unlike anything we’ve encountered for the last 60 years.See omnystudio.com/listener for privacy information.
8 Helmi 201830min
Western Asset Adding Junk Bonds, Local Currency EM: Buchanan
Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on his current outlook of the bond market, spreads, and where he is seeing opportunities. Alan Baum, auto analyst and Principal at Baum and Associates, on why investors love Tesla. Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on big media earnings: Disney, Viacom and Twentieth Century Fox. Brian Egger, Senior Gaming & Lodging Analyst, on outlook for Wynn Resorts as CEO Steve Wynn steps down amidst sexual harassment claims. See omnystudio.com/listener for privacy information.
7 Helmi 201829min
Stock Drop Bears Markings of a Flash Crash: ISI’s DeBusschere
Dennis DeBusschere, Head of Portfolio Strategy at Evercore ISI, on why the market plunge had elements of a flash crash. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the bond market rally, and treasury yields. Bloomberg’s Sarah Ponczek, cross-asset reporter, and Cory Johnson, anchor-at-large, on the collapse of exchange-traded notes tied to the VIX. Ryan Radloff, CEO, CoinShares UK, on the outlook for bitcoin and crypto, regulation, and the future of bitcoin futures and indexes.See omnystudio.com/listener for privacy information.
6 Helmi 201826min
