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(3351)

Saudi Pricing Power To Trigger Shale Patch Carnage

Saudi Pricing Power To Trigger Shale Patch Carnage

John Kilduff, Founding Partner of Again Capital, on the collapse in oil price. Susan DeVore, CEO of Premier, Inc. (Nasdaq: PINC), discusses health care and medical supply issues surrounding the corona...

10 Mar 202026min

Stocks Plunge Amid Oil Shock

Stocks Plunge Amid Oil Shock

Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist and Kristina Hooper, Invesco Chief Global Market ...

9 Mar 202018min

PGIM Is Selectively Buying Dip In Credit: Collins (Podcast)

PGIM Is Selectively Buying Dip In Credit: Collins (Podcast)

Mike Collins, Managing Director and Senior Portfolio Manager at PGIM Fixed Income, and Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Intelligence, discuss jobs, the economy, and bond markets...

6 Mar 202038min

OPEC Can't Fix Oil Demand Destruction: KPMG's Mayor

OPEC Can't Fix Oil Demand Destruction: KPMG's Mayor

Regina Mayor, Global Energy Head at KPMG, on the OPEC meeting and oil markets. Nick Colas, co-Founder of DataTrek Research, on markets and whether investors should be buying the dips. Barry Ritholtz, ...

5 Mar 202026min

Don't Refinance Your House Just Yet, Rates Going Lower

Don't Refinance Your House Just Yet, Rates Going Lower

Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, and Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on the Fed, economy and emerging markets. Shell...

4 Mar 202021min

Fed Did Exactly What They Needed To Do: JPM's Michele

Fed Did Exactly What They Needed To Do: JPM's Michele

Jim Michele, Chief Investment Officer at JP Morgan Asset Management, on why the Fed made the appropriate move. Dan Skelly, Head of Market Research and Strategy, Wealth Management at Morgan Stanley, re...

3 Mar 202031min

China Beige Book: Could See China Growth Under 2%

China Beige Book: Could See China Growth Under 2%

Leland Miller, CEO of China Beige Book International, on their new quarterly report and China's manufacturing drop. Brooke Sutherland, Bloomberg Opinion industrials columnist, discusses Boeing's new g...

2 Mar 202025min

PGIM's Tipp: Virus Won't Likely Send US To Recession

PGIM's Tipp: Virus Won't Likely Send US To Recession

Robert Tipp, Chief Investment Strategist at PGIM Fixed Income, on potential Fed rate cuts and current investment outlook. Dr. Phil Chan, CEO of CytoSorbents (NASDAQ: CTSO), discusses the medical issue...

28 Feb 202025min

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