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(3350)

How Popeye's Chicken Sandwich Harnessed Social Media

How Popeye's Chicken Sandwich Harnessed Social Media

Michael Halen, Senior Restaurant Analyst for Bloomberg Intelligence, on the Popeye's chicken sandwich phenomenon. Scott Flanders, CEO of eHealth, on trends in health care insurance and what’s driving ...

29 Aug 201928min

China's Structural Decline Will Drive Down Steel Price

China's Structural Decline Will Drive Down Steel Price

Gordon Johnson, Managing Director at Vertical Group, on US steel markets and pending impacts from Trump's trade war: more pain ahead. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on his...

28 Aug 201925min

Tobacco Giants Philip Morris, Altria To Reunite

Tobacco Giants Philip Morris, Altria To Reunite

Tara Lachapelle, Bloomberg Opinion deals and media columnist, on Philip Morris in talks to merge with Altria. Jack Devine, former chief of CIA’s worldwide operations, and founding partner and Presiden...

27 Aug 201925min

Trade War Takes Center Stage at G7

Trade War Takes Center Stage at G7

Nathan Sheets, Chief Economist for PGIM Fixed Income, discusses the U.S., China trade war. He says the tensions have escalated another notch, and a near-term de-escalation does not seem likely. Phil O...

26 Aug 201921min

Criticism From All Sides, As Fed Signals More Cuts

Criticism From All Sides, As Fed Signals More Cuts

Jackson Hole/Fed roundtable with Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors and Former Director of Research at the Atlanta Fed, along with Bloomberg's Matt Boesle...

24 Aug 201925min

U.S. Pork Producers Are Forced Out of China-Led Rally

U.S. Pork Producers Are Forced Out of China-Led Rally

Christine McCracken, Animal Protein Analyst at Rabobank, discusses what’s happening with U.S. pork producers. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Ho...

22 Aug 201927min

Need-Based Retail Prevails Over Want-Based: Telsey

Need-Based Retail Prevails Over Want-Based: Telsey

Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, on Target and Lowes earnings, and the retail landscape. Morten Buttler, political reporter for Bloomberg in Copenhagen, on Preside...

21 Aug 201929min

Preparing For Negative Interest rates: Fiduciary CIO

Preparing For Negative Interest rates: Fiduciary CIO

Hans Olsen, CIO of Fiduciary Trust, on finding value in global assets. Joe Cavatoni, Managing Director, World Gold Council U.S., on the key drivers affecting global gold demand and markets. Vishal Gar...

19 Aug 201926min

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