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(3349)

U.S. Oil Demand Is Peaking, Expect Lower Prices At Pump: Schork

U.S. Oil Demand Is Peaking, Expect Lower Prices At Pump: Schork

Stephen Schork, President of the Schork Group, on LNG producers at risk from tariffs, and how Iran sanctions could impact the oil market. Tuna Amobi, Senior media and entertainment analyst at CFRA Res...

6 Aug 201831min

Vanguard Sours on Riskier Credit, Likes International Equities

Vanguard Sours on Riskier Credit, Likes International Equities

Greg Davis, CIO of Vanguard, on no-fee funds, the economy, and current investment strategy. Steve Englander, Global Head of G-10 FX Research for Standard Charter Bank, and a Bloomberg Opinion columnis...

4 Aug 201837min

Forget Supply. Demand For Tesla Cars At $70,000+ Will Dry Up

Forget Supply. Demand For Tesla Cars At $70,000+ Will Dry Up

Gordon L. Johnson, Alt. Energy, Metals & Mining & Equip. Rental Research - Managing Director at Vertical Group, on Tesla earnings and outlook. Banker to the world Bill Rhodes, President and CEO of Wil...

3 Aug 201832min

PineBridge Sees Worsening Value in CCC, BBB Rated Bonds

PineBridge Sees Worsening Value in CCC, BBB Rated Bonds

Steven Oh, Global Head of Credit and Fixed Income and Co-Head of Leveraged Finance for PineBridge Investments, discusses his outlook for the second half of 2018 and early 2019. Brian Wieser, Senior Re...

1 Aug 201831min

BOJ Allows Japan To Keep QE In Place For Another Three Years

BOJ Allows Japan To Keep QE In Place For Another Three Years

Jeff Uscher, Head of Research at Japan Insider, on the BOJ monetary policy decision and investing in Japan. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, preview...

1 Aug 201830min

Corporate Boards Are Shirking Responsibility On #MeToo Crises

Corporate Boards Are Shirking Responsibility On #MeToo Crises

Richard Chambers, CEO of The Institute of Internal Auditors (The IIA), on how CBS could handle  the Les Moonves accusation, and whether corporations are compliant to sexual harassment policy Poonam Go...

30 Jul 201828min

A Bitcoin ETF Could Make The Cryptocurrency Safer: SEC’s Peirce

A Bitcoin ETF Could Make The Cryptocurrency Safer: SEC’s Peirce

SEC Commissioner Hester Peirce on being the lone dissenter in the SEC’s rejection of the Winklevoss bitcoin ETF. Rick Clemmer, President and CEO of NXP Semiconductors, on the breakup of the NXP-Qualco...

27 Jul 201830min

Facebook Is Real Business, But Google Is Better For Ad Exposure

Facebook Is Real Business, But Google Is Better For Ad Exposure

Colin Gillis, Director of Research at CR Partners, discusses Facebook plunging, and previews Amazon and Apple. Prashant Gopal, US real estate reporter for Bloomberg, on how the US housing market appea...

26 Jul 201828min

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