Emerging Markets Selloff Presents Buying Opportunities: Dennis

Emerging Markets Selloff Presents Buying Opportunities: Dennis

Geoff Dennis, Head of Global Emerging Market Strategy at UBS Securities, on emerging markets and why he thinks the gloom over EM equities is overdone. Ferdinando Giugliano, Bloomberg Opinion columnist in Rome, on the populist government plan in Italy, and how Italian/euro assets are being impacted. Dan Moss, Economics Editor and columnist for Bloomberg Opinion, on China casting doubt on report of a $200 billion trade deficit. Aaron Brown, Bloomberg Opinion columnist and former Head of Financial Market Research at AQR Capital Management, on pension funds, market valuations, and cryptocurrencies.

See omnystudio.com/listener for privacy information.

Episoder(3334)

Axiom's Johnson Sees Oil Price Lower, More Supply Coming(Audio)

Axiom's Johnson Sees Oil Price Lower, More Supply Coming(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Gordon Johnson, Head of Alternative Energy, Metals & Mining & Equip and Managing Director at Axiom Capital Management, on oil and wh...

20 Jul 201611min

Tupperware's Goings: 92% of Business Is Outside the U.S.(Audio)

Tupperware's Goings: 92% of Business Is Outside the U.S.(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Rick Goings, Chairman and CEO of Tupperware Brands, on the company's robust Q2 earnings driven by international sales, and strategie...

20 Jul 20168min

Author Spencer Jakab on Book: 'Heads I Win, Tails I Win'(Audio)

Author Spencer Jakab on Book: 'Heads I Win, Tails I Win'(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Author Spencer Jakab on his new book, "Heads I Win, Tails I Win: Why Smart Investors Fail and How to Tilt the Odds in Your Favor," a...

20 Jul 201611min

Bloomberg's Porzecanski on Visium, Kapur on the RNC (Audio)

Bloomberg's Porzecanski on Visium, Kapur on the RNC (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Katia Porzecanski, Hedge Fund reporter for Bloomberg News, on the red flags that presaged the downfall of $8 billion hedge fund Vis...

20 Jul 201611min

BNY's Loh: Need To Get Used to Lower Yield Environment (Audio)

BNY's Loh: Need To Get Used to Lower Yield Environment (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Marvin Loh, Senior Global Markets Strategist at BNY Mellon, on the bond markets, the Eurozone, and his outlook for inv...

20 Jul 201611min

Stuart Frankel's Guilfoyle Expects The ECB To Hold Still(Audio)

Stuart Frankel's Guilfoyle Expects The ECB To Hold Still(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Stephen Guilfoyle, Chief Market Economist at Stuart Frankel & Co., on banks, the ECB meeting, and the Fed.See omnystud...

20 Jul 20168min

Bloomberg's Rana on Microsoft Boosted By Cloud Revenue (Audio)

Bloomberg's Rana on Microsoft Boosted By Cloud Revenue (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Anurag Rana, Bloomberg Intelligence's Senior Software and IT Analyst, on Microsoft exceeding earnings estimates, boosted by cloud re...

19 Jul 20168min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Guess? (GES).See omnystudio.com/listen...

19 Jul 201612min

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