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(3342)

The Fed, China, and ETFs (Podcast)

The Fed, China, and ETFs (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed, rate hike outlook, and the probability of a US recession in 2023. Leland Miller, CEO of the China Beige Boo...

3 Jan 202352min

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Markets, Trump’s Taxes, and Energy (Podcast)

Joe Gilbert, Portfolio Manager with Integrity Asset Management, joins to talk markets and outlook for 2023. Bloomberg reporter Laura Davison discusses what we’ve learned about Donald Trump’s taxes aft...

30 Des 202230min

Markets, Travel, and Cannabis (Podcast)

Markets, Travel, and Cannabis (Podcast)

Callie Cox, Investment Analyst at Etoro, discusses markets and investing. Ken Shea, Senior Analyst with Bloomberg Intelligence, joins to talk about the business of cannabis with the legalization of ma...

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Richard Hill, Senior VP and Head of Real Estate Strategy & Research at Cohen & Steers Capital, gives his outlook for the real estate market in 2023. Kim Forrest, Chief Investment Officer and founder o...

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Kathleen Entwist, Managing Director at Morgan Stanley joins the show to discuss markets following the holiday weekend and the response to China removing quarantine guidelines at their borders. Robert ...

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Inflation Data, Crypto Legislation, EV Outlook

Ira Jersey, Chief US Rates Strategist with Bloomberg Intelligence joins the program to discuss how traders are digesting today's economic data ahead of the holiday weekend. Nathan Dean, Senior US Poli...

23 Des 202233min

CarMax, CPI Secrecy, Ukraine, and Scott Minerd (Podcast)

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Kevin Tynan, senior autos analyst with Bloomberg Intelligence joins the program to talk about CarMax stock. Phil Palumbo, CEO and founder of Palumbo Wealth Management, joins the show to discuss outloo...

22 Des 202247min

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BOJ, Ukraine, Markets, and AI (Podcast)

Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, joins to discuss her latest research on the Bank of Japan and outlook for the Japanese economy and its effects globally. Tam...

21 Des 202239min

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