China's Savings Surplus Must Find a Home, Bannister Says
Barry Bannister, the chief equity strategist at Stifel Nicolaus, discusses his markets forecast and investment opportunities. Dr. Chris Chen, CEO of ChenMed, a physician-led primary care practice delivering affordable care to seniors, talks about how ChenMed's business model saves hospitalization costs. Bloomberg's Joe Light says homebuilders could be losers in early tests of Trump's trade policy. Finally, Ken Monaghan, the head of global high yield at Amundi Smith Breeden, discusses credit markets and opportunities and risks in the high-yield market.See omnystudio.com/listener for privacy information.
19 Huhti 201731min
Bill Rhodes: China Will Squeeze Shadow Banking to Avoid Crisis
Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on risks to China's banking system. Michael Shaulov, Head of Products: Mobile Security for Check Point Software and former CEO and co-founder of Lacoon Mobile Security, on the growing security risks to mobile phone users. Molly Smith, corporate finance reporter for Bloomberg, on Avis and Hertz debt tumbling to new lows, amid signs that used-vehicle prices are dropping twice as much as expected. Joe Jackson, Chairman and CEO of WageWorks, on how a new healthcare bill could impact the company.See omnystudio.com/listener for privacy information.
18 Huhti 201729min
Nobody Should Be Killed in a Volvo by 2020, CEO Says
Lex Kerssemakers, CEO of Volvo Cars of North America, says Volvo's vision is that by 2020, nobody should be killed or heavily injured in a Volvo and self-driving cars are an integral part of that goal. Sam Abuelsamid, a senior analyst at Navigant Research, discusses the leading companies with automated driving systems. Bloomberg's Michele Kaske says Puerto Rico bondholder losses could be bigger than ratings suggest. Finally, Bob Sinche, a global strategist at Amherst Pierpont Securities, discusses the dollar, currencies and the impact of Trump's comments on markets.See omnystudio.com/listener for privacy information.
13 Huhti 201729min
Putin Is Doubling Down on Support of Assad, Ariel Cohen Says
Ariel Cohen, a senior fellow at the Atlantic Council, says Putin is doubling down on his support of Bashar al-Assad and probably didn't expect Trump to turn against Russia's alliance with the Syrian leader. BMW Motors' Ian Robertson says he doesn't expect much upside to U.S. market this year. Michael Scanlon, a money manager at Manulife Asset Management, discusses bank earnings. Finally, Mecum Auctions' Dave Magers and Frank Mecum talk to Pimm Fox and Lisa Abramowicz about the collector car auction market and their upcoming Spring Classic muscle car auction.See omnystudio.com/listener for privacy information.
12 Huhti 201730min
The Long Bond Is in The Danger Zone, Loomis' Dan Fuss Says
Dan Fuss, the vice chairman of Loomis Sayles, discusses the yield curve and the outlook for bond markets. BlackRock's Matt Tucker says ETFs are filling a need in the high-yield market. Shira Ovide, a Bloomberg Gadfly columnist, discusses news that Qualcomm is accusing Apple of lying to regulators to spur investigations of the chipmaker and how the legal battle will challenge Qualcomm's intellectual property business model. Finally, Frank Sorrentino, CEO of ConnectOne Bank, talks about how community banks will benefit from deregulation.See omnystudio.com/listener for privacy information.
11 Huhti 201730min
Lawrence Golub Sees Mixed Picture in Middle Market Earnings
Lawrence Golub, president of Golub Capital, discusses the highlights and trends from its middle market report. John Whelen, CFO of Enbridge, talks about Enbridge's acquisition of Spectra Energy, building energy infrastructure and renewable business in wind farms. Eli Casdin, a managing partner at Casdin Capital, discusses biotechnology, drug pricing and the impact policy will have on the FDA approval process. Finally, Bloomberg's Brian Chappatta talks about his article, "A Foreign Threat to U.S. Treasuries That Dwarfs Fed's Debt Hoard."See omnystudio.com/listener for privacy information.
10 Huhti 201726min
Xi Will Welcome Distraction of U.S. in Middle East, Cook Says
Steven Cook, a senior fellow for Middle East studies at the Council on Foreign Relations, talks about the geopolitical and security situation for the U.S. and Syria, following the U.S. air strikes. Bloomberg's Tony Capaccio discusses how the strike raises the stakes for Russia. Al Angrisani, the former assistant labor secretary under President Reagan, and Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, discuss jobs and why Angrisani says wage growth should be the Trump administration's priority. Finally, Vincent Reinhart, chief economist at Standish Mellon Asset Management, talks about job numbers, the Fed and the outlook for Trump's fiscal policy.See omnystudio.com/listener for privacy information.
7 Huhti 201726min
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.See omnystudio.com/listener for privacy information.
6 Huhti 201730min
