China Retaliation On Tariffs Could Punish Supply Chains
Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations, on the latest tariffs push in the Trump/China trade war. Denise Chisholm, Sector Strategist at Fidelity, on...
17 Sep 201827min
Consumers May Balk At Paying For Outage-Proof Utilities
GUESTS:Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on impact to utilities from Hurricane Florence. Michael Brandes, chief investment strategist of Itaú Private Bank, o...
14 Sep 201830min
Wall Street’s Shale Mania Is Like The First Dotcom Bubble
GUESTS: Bethany McLean, co-author of the bestseller "The Smartest Guys In The Room: The Amazing Rise and Scandalous Fall of Enron," discusses her new book, "Saudi America SAUDI AMERICA: The Truth Abou...
13 Sep 201826min
Drug Prices Increased 35 to 435%, Despite Trump Pledge
Michael Rea, Founder and CEO of RX Savings Solutions, discusses how drug companies are ignoring Trump and raising prices, and the increase in spread pricing from PBMs. Hosted by Pimm Fox and Lisa Abra...
12 Sep 201827min
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 adv...
11 Sep 201838min
Argentina Has ’Passed The EM Test’ While Turkey Fails
Eric Fine, Portfolio Manager:Emerging Markets Fixed Income Strategy for Van Eck Global, on emerging market strategy, and why he still likes Argentina. Porter Bibb, Managing Partner for MediaTech Capit...
10 Sep 201828min
See Tesla At $88 By End of 2019: Vertical's Johnson
Gordon Johnson, Analyst and Managing Director at Vertical Group, on Tesla shares tanking after two top executives announced their departures, a day after CEO Elon Musk smoked a joint during an intervi...
7 Sep 201826min
We Have All The Elements Of EM Contagion: Bill Rhodes
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisor on the emerging markets meltdown, Argentina, and trade negotiations. Bloomberg Opinion columnist Al Hunt discusses...
6 Sep 201828min
