CalSTRS CIO: Forget Fundamentals, Better Off Owning Whole Market

CalSTRS CIO: Forget Fundamentals, Better Off Owning Whole Market

Chris Ailman, Chief Investment Officer at CalSTRS, on why its time to rebalance your 401ks in the face of a sloppy W recovery. John Gittelsohn, Bloomberg investing and real estate reporter, on U.S. home prices seen falling 6.6% on covid impact. Rob Brown, Managing Director and CEO of North America for Lincoln International, on his outlook for M&A for the rest of the year. Bloomberg's Mark Niquette, corporate influence reporter, and Timothy O'Brien, Senior Opinion columnist, on the surprising recipients of the PPP small business bailout money. Hosted by Paul Sweeney and Vonnie Quinn.

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Episoder(3324)

S&P's Stovall Says Better Off Rotating Than Retreating (Audio)

S&P's Stovall Says Better Off Rotating Than Retreating (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Sam Stovall, US Equity Strategist for S&P Capital IQ, for a look at the US stock market and his current investment strategies.See om...

29 Apr 201611min

Cushing's Toudouze: Big Energy Companies Need to Adapt (Audio)

Cushing's Toudouze: Big Energy Companies Need to Adapt (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Libby Toudouze, Partner and Portfolio Manager at Cushing Asset Management, on Exxon and Chevron earnings.See omnystudio.com/listener...

29 Apr 201611min

Coravin's Lambrecht on Pouring Wine Without Pulling Cork(Audio)

Coravin's Lambrecht on Pouring Wine Without Pulling Cork(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Greg Lambrecht Founder & Chairman of Coravin, on their technology that allows you to pour your favorite wine by the glass without pu...

29 Apr 20168min

Bloomberg's Krutoholow on Valeant Filing Annual Report (Audio)

Bloomberg's Krutoholow on Valeant Filing Annual Report (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Liz Krutoholow, Specialty Pharma and Biotech Analyst for Bloomberg Intelligence, on the statements in Valeant's annu...

29 Apr 20164min

Gavekal's Kroeber: China Needs a Consumer Led Economy (Audio)

Gavekal's Kroeber: China Needs a Consumer Led Economy (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Arthur Kroeber, Founding Partner of Gavekal Dragonomics, a China-focused economic research consultancy in Beijing, and a fellow of t...

29 Apr 201611min

SG's Juckes Says USD/JPY Could Easily Trade Down to 100 (Audio)

SG's Juckes Says USD/JPY Could Easily Trade Down to 100 (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Kit Juckes, Global Strategist at Societe Generale, for a look at currencies, and the dollar hitting lows.See omnystudio.com/listener...

29 Apr 20168min

WM's Steiner on Earnings, Generating Big Cash (Correct)(Audio)

WM's Steiner on Earnings, Generating Big Cash (Correct)(Audio)

(Corrects ticker in headline) (Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David Steiner, CEO of Waste Management, on the company’s strong earnings, and focus to "have destiny i...

28 Apr 201611min

Bloomberg's Sweeney, Wilson on Amazon's Blowout Earnings(Audio)

Bloomberg's Sweeney, Wilson on Amazon's Blowout Earnings(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Paul Sweeney, Director of North American Research and Media analyst for Bloomberg Intelligence, and David Wilson, Bloomberg stocks e...

28 Apr 201612min

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