Big Tech Unlikely To Truly Challenge Wall Street: Ex-OCC Chair

Big Tech Unlikely To Truly Challenge Wall Street: Ex-OCC Chair

Keith Noreika, Former Acting Comptroller of the Currency, discusses banking charters for tech firms, outlook for changes to the banking industry, and bitcoin as a currency.Max Nisen, Bloomberg Gadfly columnist covering health care, on biotech M&A, and what to expect from the big pharma earnings this week.Jonathan Adams, Senior Insurance Industry Analyst, on AIG acquiring Validus after years of retrenchment. Karen Ubelhart, industrials analyst for Bloomberg Intelligence, on GE and how great franchises within the company are being overlooked.

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Episoder(3352)

Apple's Explanation For Revenue Plunge Doesn't Cut It (Podcast)

Apple's Explanation For Revenue Plunge Doesn't Cut It (Podcast)

Shira Ovide, Bloomberg Opinion technology columnist, on Apple slashing its revenue forecast on China trade woes and a declining smartphone market. Alan Baum, auto analyst and Principal at Baum and Ass...

3 Jan 201926min

Slowing China Manufacturing May Benefit Global Economy (Podcast)

Slowing China Manufacturing May Benefit Global Economy (Podcast)

Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on why a slowing China isn't necessarily a bad thing for the global economy. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelli...

2 Jan 201927min

Eaton Vance Sees Buying Opportunities in HY, IG Credit

Eaton Vance Sees Buying Opportunities in HY, IG Credit

Henry Peabody, Vice President and portfolio manager for Eaton Vance, on opportunities and risks in the credit markets. Michael Hirson, Director: Asia for Eurasia Group, on China economic data, and out...

31 Des 201829min

This One Weird Number Explains Everything: DataTrek's Colas

This One Weird Number Explains Everything: DataTrek's Colas

Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on what's behind the volatile trading week and why the market hasn't yield the long-term results that investors expected. D...

28 Des 201827min

Don't Turn Your Back On Energy Stocks At These Prices

Don't Turn Your Back On Energy Stocks At These Prices

Stephen Guilfoyle, Founder and President of Sarge986 LLC, on what’s driving stock market fluctuations, and why he's buying energy. Atish Davda, CEO of EquityZen, discusses his 2019 IPO outlook, includ...

27 Des 201831min

I Don't See A Recession In 2019: Cumberland's Kotok

I Don't See A Recession In 2019: Cumberland's Kotok

David Kotok Chairman & Chief Investment Officer of Cumberland Advisors, on markets, why munis are a buy, and outlook for bonds and markets.  Marty Schenker, Chief Content Officer for Bloomberg, on the...

26 Des 201833min

Fed Will Struggle to Cut Balance Sheet to $3 Trillion (Podcast)

Fed Will Struggle to Cut Balance Sheet to $3 Trillion (Podcast)

Nathan Sheets, Chief Economist and Head of Global Macroeconomic Research for PGIM Fixed Income, on the Fed, the balance sheet, and the global economy. Rob Lefferts, Microsoft’s Corporate Vice Presiden...

20 Des 201832min

China Intellectual Property Poses Biggest Thorn For U.S. (Podcast)

China Intellectual Property Poses Biggest Thorn For U.S. (Podcast)

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the biggest issue the U.S. has with China.  John Kilduff, Founding Partner of Again Capital, on where oil pri...

19 Des 201824min

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