CalSTR's Ailman: Market Shifting To Private Companies

CalSTR's Ailman: Market Shifting To Private Companies

Chris Ailman, Chief Investment Officer for CalSTRS, on his investment strategy, trade wars, and hedging the portfolio. Jim Anderson, CEO of SocialFlow, on creating a new blockchain-enabled digital advertising system that replaces the traditional ad model. Jeffrey Flynn, insurance analyst for Bloomberg Intelligence, and Brian Sullivan, energy and commodities reporter for Bloomberg, on Hurricane Florence, and which insurers are at risk. Mariana Mazzucato, economics professor and Director of the Institute for Innovation and Public Purpose at University College London, discusses her new book: "THE VALUE OF EVERYTHING: Making and Taking in the Global Economy." Hosted by Lisa Abramowicz and Pimm Fox.

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Episoder(3334)

Debt Ceiling, Retail, Noom, and Netflix (Podcast)

Debt Ceiling, Retail, Noom, and Netflix (Podcast)

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24 Mai 202354min

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Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the debt ceiling and treasuries. Liz McCormick, Chief Correspondent: Global Macro Markets with Bloomberg News, joins...

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JPMorgan, Micron, JetBlue, and Meta (Podcast)

JPMorgan, Micron, JetBlue, and Meta (Podcast)

Sonali Basak, Wall Street reporter with Bloomberg News, joins us to talk JPMorgan Investor Day. Will Rhind, CEO of GraniteShares, joins the show to discuss ETF investing and outlook for energy in 2023...

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James Gorman, Debt Ceiling and the Equity Rally (Podcast)

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss Morgan Stanley CEO James Gorman stepping down within the next 12 months. Herman Chan, Seni...

19 Mai 202356min

Consumer Confidence, AI, Media, and ChatGPT (Podcast)

Consumer Confidence, AI, Media, and ChatGPT (Podcast)

Dana Peterson, Chief Economist at the Conference Board, joins to discuss the latest consumer confidence index and gives her outlook for the economy. Chris Natividad, co-founder and CIO, and Art Amador...

18 Mai 20231h 2min

Target, Energy, Debt Ceiling, and Doximity (Podcast)

Target, Energy, Debt Ceiling, and Doximity (Podcast)

Jen Bartashus, Senior Industry Analyst with Bloomberg Intelligence, joins to discuss Target earnings. Bloomberg Macro Strategist Vince Cignarella also joins to tell us what Target and retail earnings ...

17 Mai 202352min

Home Depot, Alt Investments, Retail Sales, and Amgen (Podcast)

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Drew Reading, Research Analyst with Bloomberg Intelligence, joins to discuss Home Depot earnings. Michelle Noyes, Head of Americas at Alternative Investment Management Association (AIMA), discusses in...

16 Mai 202349min

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Credit Crunch, M&A Deals, and Turkey's Election (Podcast)

Mahesh Bhimalingam, Chief European Credit Strategist with Bloomberg Intelligence, and Amelia Pollard, reporter with Bloomberg News, discuss the effects of the credit crunch in the US and Europe. Nick ...

15 Mai 20231h 2min

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