The Health of the Middle Markets and U.S. Economy
Joining in on today's conversation is Randy Schwimmer, Head of Capital Markets & Originations at Churchill Asset Management, on the lending landscape and the health of the middle market. We also have ...
8 Apr 201928min
U.S. Economy Is Better Than Bonds Think: Joe Davis
Joseph Davis, Chief Economist at Vanguard, on March jobs data, and his current economic outlook. Jean-Yves Fillion CEO, BNP Paribas USA and Chairman, CIB Americas, discusses the low interest rate envi...
5 Apr 201928min
Tesla Delivery Numbers Punch Hole In Growth Story
Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Tesla reporting a record decline in deliveries, and today's contempt hearing on CEO Elon Musk's tweets. Bill Rouhana, c...
4 Apr 201927min
Netflix Shares At Risk As New Competition Heats Up (Podcast)
Laura Martin, Senior Entertainment analyst at Needham & Co., discusses why she's negative on Netflix. Jason Schenker, President of Prestige Economics, Chairman of The Futurist Institute and a Bloomber...
3 Apr 201929min
Quant Fund Just Went to 100% Cash: Cumberland's Kotok
David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on why he's shifting his portfolio to a more defensive position. Former SBA Administrator Karen Mills discusses her new book, "...
2 Apr 201928min
CalSTRS Likes Real Estate and PE, Cautious On Equities
Chris Ailman, Chief Investment Officer at CalSTRS Investments, on why he's neutrally positioned right now. Ellen Wald, President of Transversal Consulting, Senior Fellow at the Atlantic Council, and a...
1 Apr 201928min
Stocks More Attractive Than Alternatives: Bill Miller
Legendary investor Bill Miller, chairman and chief investment officer of Miller Value Partners, LLC, on value investing and his current investment outlook. Kate Moore, Managing Director, Chief Equity...
29 Mar 201934min
Aireon’s Space-Based System Tracks Planes In Real Time
Don Thoma, CEO of Mclean, VA-based Aireon, on its space-based surveillance system that will soon be tracking aircraft globally and in real-time for the first time ever. Melissa Reagen, Head of Resear...
28 Mar 201927min
