Emerging Markets Beat U.S. Junk in Upside Down World, Gaffney Says

Emerging Markets Beat U.S. Junk in Upside Down World, Gaffney Says

Kathleen Gaffney, co-director of diversified fixed income at Eaton Vance, talks about bond markets, investment strategy and high-yield. Shira Ovide, a Bloomberg Gadfly columnist covering technology, and David Garrity, CEO of GVA Research, discuss the domination of Amazon. Jim Harrison, CEO of Party City, talks about new channels of revenue growth and his company's vertical business model. Finally, Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about vertical consolidation deals popping up in health care, like CVS-Aetna, and Amazon entering into the prescription drug segment.

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Episoder(3338)

Impossible To Get Labor Post-Stimulus: FAT Brands CEO

Impossible To Get Labor Post-Stimulus: FAT Brands CEO

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Old and New Wall Street Will Converge This Week: Basak

Old and New Wall Street Will Converge This Week: Basak

Sonali Basak, Bloomberg Wall Street reporter, on bank earnings and the Coinbase IPO. Duncan Aldred, Vice President, Global Buick and GMC, on GM's new Electric Hummer. John Wu, President of Ava Labs, o...

12 Apr 202125min

BNY's Levine: Inflation Will Be Higher Than Expected

BNY's Levine: Inflation Will Be Higher Than Expected

Alicia Levine, Chief Strategist at BNY Mellon, on how the inflation issue will color markets. Jeffrey Rosenberg, Portfolio Manager of the BlackRock Systematic Multi-Strategy Fund, on why there's not m...

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Bill Hwang Was a $20 Billion Whale, Then Lost It All in Two Days

Eric Schatzker, Bloomberg Editor-at-Large, discusses his story: “Bill Hwang Was a $20 Billion Whale, Then Lost It All in Two Days.” Lindsey Piegza, Chief Economist at Stifel, on why additional spendin...

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CalSTRS Ailman: Concerned For Markets When Fed Money Flood Ends

CalSTRS Ailman: Concerned For Markets When Fed Money Flood Ends

Chris Ailman, Chief Investment Officer at CalSTRS, on his current investment outlook and how he views Biden’s infrastructure plan. Shawn Donnan, Senior Trade and Globalization Reporter for Bloomberg, ...

7 Apr 202127min

IMF's Adrian on Tackling the Uneven Global Recovery

IMF's Adrian on Tackling the Uneven Global Recovery

Tobias Adrian, Financial Counsselor, Director of the IMF's Monetary and Capital Markets Department, on the IMF’s spring meeting and growth outlook. Sonali Basak, Bloomberg Wall Street reporter, and Al...

6 Apr 202129min

Leverage 'Party' Is At Root of Fund Blowups: Ben Hunt

Leverage 'Party' Is At Root of Fund Blowups: Ben Hunt

Ben Hunt, Co-founder and Chief Investment Officer at Second Foundation Partners, and publisher of Salient Theory, on the common denominator for the Archegos, Greensill and Melvin Capital implosions. D...

5 Apr 202126min

Employers Must Be Flexible or Face Worker 'Revolt': Deloitte

Employers Must Be Flexible or Face Worker 'Revolt': Deloitte

Erica Volini, Deloitte’s Global Human Capital leader, on how workers and companies are viewing the return to work. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, ...

1 Apr 202128min

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