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(3336)

BONUS SPECIAL: The Legacy of Henry Kissinger

BONUS SPECIAL: The Legacy of Henry Kissinger

Henry Kissinger, the child refugee who rose to become US Secretary of State and defined American foreign policy during the 1970s with his strategies to end the Vietnam War and contain communist countr...

30 Nov 20231h 26min

Munis, Infrastructure, and Baby Bonds

Munis, Infrastructure, and Baby Bonds

Seán McCarthy, CEO at Build America Mutual, joins to discuss his business and opportunities in the muni bond market. Priya Misra, Portfolio Manager at JP Morgan Asset Management, returns to the show t...

29 Nov 202339min

Special Report: Berkshire Hathaway's Charles Munger Dies at 99

Special Report: Berkshire Hathaway's Charles Munger Dies at 99

Charles Munger, the alter ego, sidekick and foil to Warren Buffett for almost 60 years as they transformed Berkshire Hathaway Inc. from a failing textile maker into an empire, has died. He was 99. For...

28 Nov 202315min

Private Credit, IPOs, and Washington

Private Credit, IPOs, and Washington

Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, on the private credit boom this year and whether it’s a bubble. Brianne Lynch, Head of Market Insight at EquityZen, joins to d...

28 Nov 202338min

Israel, Markets, and a Possible Recession

Israel, Markets, and a Possible Recession

Wendy Schiller, professor at Brown University, joins to discuss the Biden administration’s response to the Israel-Hamas war, where Congress stands with foreign aid, and outlook for 2023 in DC ahead of...

27 Nov 202334min

Retailers, Vendors, and Gambling

Retailers, Vendors, and Gambling

Julie Van Ullen, Chief Revenue Officer at Rakuten, joins to discuss shopping on Black Friday, holiday shopping outlook, and consumer health and potential ways to save. Belinda Oakley, CEO at SodexoLIV...

24 Nov 202334min

Hostage Deal, OpenAI Saga, and Deere Earnings

Hostage Deal, OpenAI Saga, and Deere Earnings

Bobby Ghosh, editor with Bloomberg Opinion, joins to discuss the hostage deal between Israel and Hamas. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to discuss the saga at Ope...

22 Nov 202338min

Microsoft and OpenAI, Treasury Auction, and CZ Zhao

Microsoft and OpenAI, Treasury Auction, and CZ Zhao

Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss the latest on OpenAI, Microsoft, and gives us a preview of Nvidia earnings. Sinead Colton Grant, global head of BNY Mellon Inves...

21 Nov 202331min

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