CVS Is Top Healthcare Pick, Good Price Now: Pointview’s Dietze

CVS Is Top Healthcare Pick, Good Price Now: Pointview’s Dietze

David Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, on earnings season, FAANG stocks, and his top stocks to make money for the rest of the year. Burt Flickinger, Managing Director for Strategic Resource Group, on why ESL Investments' offer for Kenmore and other Sears assets is great for CEO Lampert, but not so good for Sears. Holly Liss, Managing Director, Futures and Commodities Group at BTIG, on the flattening yield curve and the 10-year UST heading to 3%.Juan Manuel Santos, President of the Republic of Colombia, on elections, the Venezuela crisis, US trade tensions, and what's next after his term ends this August.

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Episoder(3341)

Markets, Bonds, Energy, and Earnings (Podcast)

Markets, Bonds, Energy, and Earnings (Podcast)

John Butler, Senior Analyst: Telecoms with Bloomberg Intelligence, joins the program to discuss AT&T earnings and outlook for the company and telecom field. Steven Oh, Global Head of Fixed Income at P...

25 Jan 202341min

Treasuries, ETFs, GE, and Private Credit (Podcast)

Treasuries, ETFs, GE, and Private Credit (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and inflation. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, REITs, and other ET...

24 Jan 202343min

Spotify Layoffs, Markets, and Salesforce (Podcast)

Spotify Layoffs, Markets, and Salesforce (Podcast)

Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins the program to discuss Spotify layoffs. Hans Olsen, CIO at Fiduciary Trust Company, joins the show to talk about sectors he like...

23 Jan 202347min

Markets, Layoffs, EM, and Goldman (Podcast)

Markets, Layoffs, EM, and Goldman (Podcast)

Phil Toews, CEO at Toews Asset Management, joins us in studio to talk about why he put so much into cash for much of 2022 and if he’s continuing a defensive play heading into 2023. Bloomberg Intellige...

20 Jan 202339min

Oil, Real Estate, Davos, and India (Podcast)

Oil, Real Estate, Davos, and India (Podcast)

Fernando Valle, Senior Analyst with Bloomberg Intelligence, joins the program to discuss the outlook for global energy, oil prices, and the impact of the BOJ decision on energy. Patrick Carroll, CEO a...

19 Jan 202337min

The BOJ, Housing, Investing, and Retail Sales (Podcast)

The BOJ, Housing, Investing, and Retail Sales (Podcast)

Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins the program to discuss mortgage interest rates, her housing research, and outlook for real estate. Ben Emons, Head of Fixed Income and...

18 Jan 202336min

Tech, Banks, Markets, and Marijuana (Podcast)

Tech, Banks, Markets, and Marijuana (Podcast)

Bloomberg Technology Senior Analysts Anurag Rana and Mandeep Singh preview tech earnings and discuss other tech headlines. Chris Violas, CEO at BLAZE, joins the show to talk about the cannabis industr...

17 Jan 202334min

Yields, Car Tech, Bank Earnings, and ETFs (Podcast)

Yields, Car Tech, Bank Earnings, and ETFs (Podcast)

Cam Harvey, Finance Professor at Duke University at co-author of DeFi & the Future of Finance,” joins the show to discuss why his legendary yield curve model may be flashing a false signal. T Bloomber...

13 Jan 202346min

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