Bond Market Implies U.S. Recession in Late 2018, 2019: Sri Kumar

Bond Market Implies U.S. Recession in Late 2018, 2019: Sri Kumar

Komal Sri-Kumar, President and Founder of Sri-Kumar Global Strategies, on tax reform, bonds and the yield curve, and outlook for markets. Michael Rea, pharmacist, founder and CEO of Rx Savings Solutions, and Tara Lachapelle, deals columnist for Bloomberg Gadfly, on the transformative deal between CVS Health and health insurance giant Aetna. Rachel Evans, corporate finance reporter for Bloomberg, on the future landscape of a $20 trillion BlackRock and Vanguard investing duopoly where almost everyone is a customer. Jeremy Swan, Managing Principal of CohnReznick's Financial Sponsors Financial Services Industry, on potential impact of the GOP tax bill on private equity firms.

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Episoder(3349)

BREAKING NEWS: Trump Indicted Again

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Former President Trump has been indicted for a fourth time. Here's everything you need to know about the new charges.  For more podcasts like this, and the news you need to start your day, subscribe t...

15 Aug 20239min

China, US Steel, Bitcoin, and Tekion (Podcast)

China, US Steel, Bitcoin, and Tekion (Podcast)

Richard Bourke, Senior Analyst of Basic Materials with Bloomberg Intelligence, joins us to discuss US Steel reviewing strategic options after rejecting a takeover offer. Dan Ives, Senior Equity Analys...

14 Aug 20231h 2min

Instant Reaction: Hunter Biden Probe to Be Assigned to Special Counsel

Instant Reaction: Hunter Biden Probe to Be Assigned to Special Counsel

Bloomberg's Matt Miller and Simone Foxman discuss Attorney General Merrick Garland appointing a special counsel to oversee the ongoing criminal investigation into President Joe Biden’s son over his ta...

11 Aug 202320min

Markets, Chevrolet, and Hunter Biden (Podcast)

Markets, Chevrolet, and Hunter Biden (Podcast)

Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest Asset Management, joins in studio to discuss sectors and stocks on the move and what could outperform the market amid various e...

11 Aug 202353min

Disney, Tapestry, Monterey, and University Endowments (Podcast)

Disney, Tapestry, Monterey, and University Endowments (Podcast)

Mark Douglas, CEO at MNTN, joins to discuss Disney earnings and outlook for streaming. Kriti Gupta, host of Bloomberg Surveillance: Early Edition and markets correspondent for Blomberg News, joins to ...

10 Aug 20231h 4min

China, Real Estate, General Motors, and Roblox (Podcast)

China, Real Estate, General Motors, and Roblox (Podcast)

Tom Orlik, Chief Asia Economist with Bloomberg Economics, joins to discuss deflation in China. Odeta Kushi, deputy chief economist at First American, joins us to talk about housing and if the sector i...

9 Aug 202350min

Markets, Banks, UPS, and Novo (Podcast)

Markets, Banks, UPS, and Novo (Podcast)

Nancy Curtin, Partner and Global CIO/Head of Investment Advisory at AlTi, joins to discuss markets, the Fed, and outlook for China and Japan as emerging markets. Lee Klaskow, Senior Analyst of Freight...

8 Aug 202357min

Markets, Yellow, ETFs, and Jeff Currie

Markets, Yellow, ETFs, and Jeff Currie

Lee Klaskow, Senior Analyst of Freight Transportation and Logistics, on Yellow’s bankruptcy. Sri Natarajan, Wall Street reporter with Bloomberg News, joins us to discuss Jeff Currie leaving Goldman Sa...

7 Aug 202343min

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