Netflix's Business Model Is a Ticket to Bankruptcy, Bibb Says
Mediatech Capital Partners' Porter Bibb talks about cable losing to on-demand, media earnings and the continued hemorrhage in print ad revenue. Ron Biscardi, co-founder and CEO of Context Capital Part...
3 Aug 201728min
Poor Risk-Reward Ratio Now in High Yield, Maglan's Tawil Says
Maglan Capital President David Tawil discusses tightening spreads and growing risks in the high yield market. Sid Verma, a markets reporter at Bloomberg in London, tells Pimm Fox and Lisa Abramowicz h...
2 Aug 201725min
Howard Marks Says to Expect 5% Returns Now If You Start From Scratch
Howard Marks, co-chairman and co-founder of Oaktree Capital Group, talks about using leverage in today's markets and what kind of returns investors should expect. Chris Ailman, chief investment office...
1 Aug 201727min
China Clampdown Could Reverse Global Real Estate Prices, Orlik Says
Tom Orlik, chief Asia economist at Bloomberg Intelligence, talks about reports that China is pressuring Anbang to sell its offshore assets and bring proceeds home in a clampdown on the nation's bigges...
31 Jul 201728min
Audible Gasps in Chamber, Republicans Dazed After Obamacare Vote: Dennis
Bloomberg’s Stephen Dennis, congressional reporter, and Zach Tracer, health care reporter, on the Senate’s failure to repeal Obamacare, as McCain blocks bill. Anna Edney, health care reporter for Bloo...
28 Jul 201728min
Southwest’s Kelly Sees Proportion of Larger Aircraft In Fleet Growing
Gary Kelly, CEO of Southwest Air, on earnings, pricing and demand, capacity and fuel prices. Cliff Noreen, Deputy Chief Investment Officer for MassMutual, on the debt markets and insatiable demand fo...
27 Jul 201729min
Copper Has More Room -- And Momentum -- to Soar, Dudas Says
Mike Dudas, a metals and mining analyst at Vertical Research, talks about copper's hot streak and mining companies' earnings. Ward McCarthy, the chief financial economist at Jefferies, provides an out...
26 Jul 201727min
'Everyone's Back in the Pool' on Greek Debt Deal, Ballard Says
Simon Ballard, a Bloomberg credit strategist in London, talks about Greece returning to the debt markets. Steven Oh, the global head of credit and fixed-income at PineBridge Investments, tells Pimm Fo...
25 Jul 201729min
