Southwest’s Kelly Sees Proportion of Larger Aircraft In Fleet Growing
Gary Kelly, CEO of Southwest Air, on earnings, pricing and demand, capacity and fuel prices. Cliff Noreen, Deputy Chief Investment Officer for MassMutual, on the debt markets and insatiable demand for US corporate bonds. Rick McVey, Chairman and CEO of MarketAxess, on how the arrival of "all to all" electronic trading is remaking global bond markets. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Verizon’s blowout earnings and outlook.See omnystudio.com/listener for privacy information.
27 Heinä 201729min
Copper Has More Room -- And Momentum -- to Soar, Dudas Says
Mike Dudas, a metals and mining analyst at Vertical Research, talks about copper's hot streak and mining companies' earnings. Ward McCarthy, the chief financial economist at Jefferies, provides an outlook for the Fed balance sheet. Jess Shankleman, a renewables reporter at Bloomberg in London, talks about news that the U.K. will ban the sale of fossil fuel cars by 2040. Finally, Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses the big tech earnings this week from Amazon, Facebook and Twitter.See omnystudio.com/listener for privacy information.
26 Heinä 201727min
'Everyone's Back in the Pool' on Greek Debt Deal, Ballard Says
Simon Ballard, a Bloomberg credit strategist in London, talks about Greece returning to the debt markets. Steven Oh, the global head of credit and fixed-income at PineBridge Investments, tells Pimm Fox and Lisa Abramowicz why investors should consider a shift in allocations to emerging markets. Michael Halen, a senior restaurant analyst at Bloomberg Intelligence, talks about McDonald's strong earnings report, Domino's shrinking margins and provides preview of tonight's Chipotle report. Finally, Sarah Halzack, a Bloomberg Gadfly columnist covering retail, discusses news that Michael Kors is buying Jimmy Choo for $1.2 billion.See omnystudio.com/listener for privacy information.
25 Heinä 201729min
A Collapsing Venezuela Could Jolt Oil Market, Denning Says
Bloomberg Gadfly's Liam Denning talks about how a collapsing Venezuela could jolt the oil market. Dr. Stafford Broumand, a plastic surgeon at 740 Park Plastic Surgery and the former president of the American Society of Plastic Surgeons, discusses the growth of the plastic surgery industry and the companies that could benefit. Paul Sweeney, U.S. director of research and a senior media and Internet analyst at Bloomberg, gives a preview of Google earnings and talks about Disney's worker strike. Finally, Ira Jersey, an interest rate strategist at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz how a Fed runoff could significantly increase volatility in the mortgage-backed market.See omnystudio.com/listener for privacy information.
24 Heinä 201727min
How Sinclair Broadcasting Is Delivering Trump's Message
Bloomberg Businessweek's Felix Gillette tells Pimm Fox and Lisa Abramowicz how the Sinclair Broadcasting group -- the largest owner of broadcast TV stations -- is becoming the unofficial arm of the Trump/TV industrial complex. Cord Christensen, co-founder and CEO of PetIQ, discusses the company's IPO and plans for continued growth as a public company. Yalman Onaran, a senior banking and finance writer at Bloomberg, says banks are posting record profits despite claims that regulation has held them back. Finally, Bob Crandall, the former CEO of American Airlines, talks about overcrowding and the need for air traffic reform.See omnystudio.com/listener for privacy information.
21 Heinä 201728min
Mueller Expands Probe Into Trump's Business, While Sessions Labors On
Bloomberg's Christian Berthelsen, Bloomberg View columnist Al Hunt and national security editor Larry Liebert talk about the Bloomberg scoop that U.S. Special Counsel Robert Mueller is said to be expanding his probe into Trump's business transactions. They also discuss why Jeff Sessions says he doesn't intend to resign after Trump's scathing comments about him to the New York Times.See omnystudio.com/listener for privacy information.
20 Heinä 201722min
McCormick-Reckitt Could Be Kraft-Heinz's Worst Nightmare, Flickinger Says
Burt Flickinger, the managing director at Strategic Resource Group, talks about McCormick & Co. acquiring Reckitt Benckiser Group Plc's food business for $4.2 billion. Frank Bien, CEO of Looker, and Mandeep Singh, a technology analyst at Bloomberg Intelligence, discuss unlocking big data without having to extract it, creating easier experiences for the end user, the cloud and AI. Alex Sherman, a technology, media and telecom M&A reporter at Bloomberg, talks about news that Discovery and Viacom are said to have held separate talks to combine with Scripps Networks. Finally, KC Mathews, an economist and chief investment officer at UMB Bank, discusses earnings, interest rates and the Fed's impact.See omnystudio.com/listener for privacy information.
19 Heinä 201730min
Why Intrepid's Travis Likes Leucadia
Mark Travis, president and CEO of Intrepid Capital, tells Pimm Fox and Lisa Abramowicz his current stock picks and why he likes Leucadia National. Erik Hirsch, the vice chairman and head of strategic initiatives at Hamilton Lane, talks about the pendulum shifting for investors to accept illiquidity. Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses Netflix earnings and why the company is burning more cash than Tesla. Finally, Bloomberg's Laura Litvan talks about McConnell's failure to replace Obamacare.See omnystudio.com/listener for privacy information.
18 Heinä 201725min
