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(3353)

France's Economy Is Recovering in Slow Motion, Sbaihi Says

France's Economy Is Recovering in Slow Motion, Sbaihi Says

Live from the Atlanta Fed's 22nd Annual Financial Markets Conference in Amelia Island, Florida. Bloomberg Intelligence's Maxime Sbaihi discusses the economic impact of Emmanuel Macron's Presidential w...

8 Mai 201730min

Is the Health-Care Bill Dead on Arrival?

Is the Health-Care Bill Dead on Arrival?

Bloomberg Gadfly columnist Max Nisen talks about what can be expected in the Senate after the House passed the American Health Care Act. John Cochrane, a senior fellow at the Hoover Institution, discu...

5 Mai 201730min

Oil Could Revisit Lows of $42 on Supply Glut, Kilduff Says

Oil Could Revisit Lows of $42 on Supply Glut, Kilduff Says

John Kilduff, founding partner of Again Capital, talks about oil prices hitting below $50. David Hammer, head of municipal bonds in New York for Pacific Investment Management, discusses Puerto Rico's ...

4 Mai 201731min

Markets Must Support Treasuries as Fed Exits, Whalen Says

Markets Must Support Treasuries as Fed Exits, Whalen Says

Chris Whalen, chairman of Whalen Global Advisers and the author of "Ford Men," discusses the Fed's relationship with the Treasury and how it affects the markets. Bloomberg's Michelle Kaske talks about...

3 Mai 201721min

Treasuries Reflect Doubt About Trump, Fiduciary CIO Says

Treasuries Reflect Doubt About Trump, Fiduciary CIO Says

Live from the 2017 Red Hat Summit in Boston, Fiduciary Trust CIO Peter Andersen says Treasuries reflect doubt that's creeping into the market and forcing people to take a second look at Trump's promis...

2 Mai 201723min

Why It's Time to Sell High Yield

Why It's Time to Sell High Yield

Peter Tchir, head of macro strategy for Brean Capital, tells Pimm Fox and Lisa Abramowicz why it's time to sell high yield. Bloomberg's Jamie Butters talks about declining U.S. auto sales. Bloomberg's...

1 Mai 201727min

Amazon & Google Are Defining Consumerism's Future, Munster Says

Amazon & Google Are Defining Consumerism's Future, Munster Says

Gene Munster, co-founder of Loup Ventures, says Amazon and Google are defining the way consumers expect retail and media to evolve. Constance Hunter, chief economist at KPMG, says we're in the eighth ...

28 Apr 201727min

What's Happening to the Retail Industry?

What's Happening to the Retail Industry?

Chris Volk, CEO of Store Capital, tells Pimm Fox and Lisa Abramowicz what's happening in the shifting retail landscape and how that may hurt commercial real estate. Bloomberg's Doug Alexander talks ab...

27 Apr 201724min

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