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(3350)

Lowering S&P Target to 3,100 By December: Stifel's Bannister

Lowering S&P Target to 3,100 By December: Stifel's Bannister

Barry Bannister, Head of Equity Strategy at Stifel, discusses why he's lowering his market forecast. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, discusses how reo...

12 Jun 202028min

Largest NY Hospital System Sees Return of Patients, Surgeries

Largest NY Hospital System Sees Return of Patients, Surgeries

Michael Dowling, President and CEO of Northwell Health, on how New York State’s largest hospital system is faring as the state begins reopening. Sarah Halzack, Bloomberg Opinion retail columnist, to d...

11 Jun 202029min

We're Looking At A Secular Shift To Lower Rates: PGIM's Tipp

We're Looking At A Secular Shift To Lower Rates: PGIM's Tipp

Robert Tipp, Chief Investment Strategist at PGIM, discusses fixed income markets and Fed stimulus. Jonathan Bernstein, Bloomberg Opinion politics columnist, on his column: "Be Ready for a Long Electio...

10 Jun 202027min

Why Military Leaders Like Me Are Speaking Out: James Stavridis

Why Military Leaders Like Me Are Speaking Out: James Stavridis

Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Why Military Leaders Like Me Are Speaking Out." Tara Lachapelle, Bloom...

9 Jun 202028min

Not Much Strategic Sense To An AstraZeneca-Gilead Deal

Not Much Strategic Sense To An AstraZeneca-Gilead Deal

Bloomberg Opinion's Max Nisen, biotech and health care columnist, and Chris Hughes, deals columnist, on AstraZeneca mulling a bid for Gilead. Bill Smead, CEO and CIO of Smead Capital Management, on bu...

8 Jun 202028min

Troubling Signs Lurk Within Shocking Job Gains: LaSalle CEO

Troubling Signs Lurk Within Shocking Job Gains: LaSalle CEO

Tom Gimbel, CEO of global staffing company LaSalle Network, dissects the unexpectedly strong jobs report. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence LLC, Bloomberg Opinio...

5 Jun 202034min

A Real Leader Is Needed To Deliver Vital Changes: David McCourt

A Real Leader Is Needed To Deliver Vital Changes: David McCourt

David McCourt, Founder and CEO of Granahan McCourt Capital and Chairman of National Broadband Ireland, discusses the need for a great leader in times of crisis. Mary Schlangenstein, U.S. Airlines Repo...

4 Jun 202029min

Yes, Trump Can Send In The Military But Probably Won't: Feldman

Yes, Trump Can Send In The Military But Probably Won't: Feldman

Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, discusses his column: "Can Trump Send In the Military? Probably, Yes." Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Econ...

3 Jun 202029min

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