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(3352)

We Actually Can't Afford To Have Higher Rates: Axel Merk

We Actually Can't Afford To Have Higher Rates: Axel Merk

Axel Merk, President and Chief Investment Officer of Merk Investments, on whether markets are underestimating risks in the market. Tara Lachapelle, Entertainment, Telecom & Deals Columnist for Bloombe...

14 Feb 202026min

We're Arming The Rebels Of Amazon: Shopify COO

We're Arming The Rebels Of Amazon: Shopify COO

Harley Finkelstein, Chief Operating Officer at Shopify, on earnings and outlook. Tuna Amobi, Industry Analyst at CFRA Research, discusses downgrading the view on several major casino and cruise line n...

13 Feb 202025min

Why Bernie Sanders May Be Best For Stock Market: Kaissar

Why Bernie Sanders May Be Best For Stock Market: Kaissar

Nir Kaissar, Founder of Unison Advisors and Bloomberg Opinion columnist, on why Bernie Sanders would be the best candidate for the U.S. stock market. Paul Brain, Head of Fixed Income for Newton Invest...

12 Feb 202024min

Apple's Low-Cost iPhone Rollout At Risk From Virus

Apple's Low-Cost iPhone Rollout At Risk From Virus

John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on the "coronavirus nightmare" for Apple and global electronics. Scott Clemons, Chief Investment Strategist at Brow...

10 Feb 202029min

The World Isn’t Ready For The Next Global Virus Outbreak (Podcast)

The World Isn’t Ready For The Next Global Virus Outbreak (Podcast)

Robert Langreth, Bloomberg health care reporter, on Man vs. Microbe. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on Credit Suisse ousting CEO Thiam in a boardroom clash. Tom Gimbel, CEO of ...

7 Feb 202028min

Coronavirus Won't Be The Thing To Cause A Recession

Coronavirus Won't Be The Thing To Cause A Recession

Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on what's driving markets. Ramesh Ponnuru, Senior Editor at the National Review and a Bloomberg Opinion columnist...

6 Feb 202027min

The Chemicals in America's Drinking Water Are A Crisis

The Chemicals in America's Drinking Water Are A Crisis

Author and activist Seth Siegel discusses his latest book, "Troubled Water: What's Wrong with What We Drink," and how utility consolidation may solve the drinking water crisis. Eric Balchunas, Senior ...

6 Feb 202022min

At Peak Of Streaming Wars in 2020: LUMA's Kawaja

At Peak Of Streaming Wars in 2020: LUMA's Kawaja

Terence Kawaja, Founder & CEO, LUMA Partners Investment Banking, on the streaming wars. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on credit markets and his current investmen...

4 Feb 202028min

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