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(3335)

Red Sea, Markets, and Media

Red Sea, Markets, and Media

Brendan Murray, Trade Tsar at Bloomberg news, joins to discuss supply chain concerns amid uncertainty in the Middle East. Will Kennedy, Senior Executive Editor for Energy and Commodities with Bloomber...

27 Des 202332min

Geopolitics, EM, and Consumers

Geopolitics, EM, and Consumers

Hagar Chemali, CEO and Founder of Greenwich Media Strategies, discusses the year ahead in geoplitics. Julia Leite, Sao Paulo Bureau Chief for Bloomberg News, joins to talk about emerging market perfor...

26 Des 202330min

Nike, PCE, and Space

Nike, PCE, and Space

Poonam Goyal, Senior Analyst for e-commerce, athleisure, and off-price retail, discusses Nike earnings and retail outlook just before the holiday weekend. Lael Brainard, Director of the US National Ec...

22 Des 202338min

Paramount, Apple, and Rally

Paramount, Apple, and Rally

Robert Fishman, Senior Equity Analyst at MoffettNathanson, discusses Paramount Global-Warner Bros merger discussions. Ann Miletti, Allspring Global Investments Head of Active Equity, joins to discuss ...

21 Des 202338min

Rate Cuts, FedEx, and Trump

Rate Cuts, FedEx, and Trump

Frances Donald, Chief Economist at Manulife Investment Management, joins to discuss markets, the Fed, and outlook for a soft or hard landing in 2024. Caroline Fredrickson, distinguished visiting profe...

20 Des 202336min

Markets, Shipping, and Lending

Markets, Shipping, and Lending

Robert Teeter, Managing Director and Head of Investment Policy at Silvercrest Asset Management joins to discuss markets and gives his 2024 outlook for the economy. Lee Klaskow, Senior Logistics Analys...

19 Des 202336min

Tech, EM, and US Steel

Tech, EM, and US Steel

Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss China scaling back iPhone use, the latest Tesla headlines, and gives his 2024 outlook for tech. Brooke Sutherland, columnist wit...

18 Des 202336min

Introducing: Bloomberg News Now

Introducing: Bloomberg News Now

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business stories around the world.See omnystudio.com/listen...

17 Des 202351s

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