UBS, China, Markets, and the Fed

UBS, China, Markets, and the Fed

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, and Bloomberg Opinion columnist Paul Davies join for a roundtable on UBS’ new CEO to lead them through the Credit Suisse acquisition. David Bahnsen, CIO at The Bahnsen Group, joins the show to discuss sectors he likes as stocks look to rebound in 2023. Bloomberg Economics Chief Economist Tom Orlik joins to discuss how Alibaba’s split affects China’s tech sector and outlook for the Chinese economy this year amid global uncertainty and recent courting of Xi Jinping to Vladimir Putin. Anneka Treon, Chief Economist International at Van Lanschot Kempen, joins the program to talk about the outlook for global economies and inflation. Bryan Whalen, co-chief investment officer and generalist portfolio manager with TCW Investment Management, discusses the fixed income markets. Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, joins to talk semiconductor stocks after Micron’s earnings. Hugh Hendry, Former CIO/Founding Partner/Founder of Eclectica Asset Management, joins to discuss the economy and outlook for a recession and rate cut in the US. Hosted by Paul Sweeney, Matt Miller, and Barry Ritholtz.

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Episoder(3366)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Teladoc.See omnystudio.com/listener fo...

13 Mai 201612min

Russell Coutts on Improved Televising of America's Cup (Audio)

Russell Coutts on Improved Televising of America's Cup (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Sailing legend Sir Russell Coutts, CEO of the America's Cup Event Authority (ACEA), the organizing body for the 35th America's Cup, ...

13 Mai 20168min

Merlin's Obuchowski on AAPL: Not Impressed With Tim Cook(Audio)

Merlin's Obuchowski on AAPL: Not Impressed With Tim Cook(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Michael Obuchowski, Founder of Merlin Asset Management, on the markets, where he is finding value, and his views on the tech sector:...

13 Mai 201611min

NPD's Cohen: Department Stores Must Change Their Game (Audio)

NPD's Cohen: Department Stores Must Change Their Game (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Marshall Cohen, Chief Retail Analyst at NPD Group, for analysis of retail sales numbers, and the recent disappointing earnings from ...

13 Mai 201611min

Nancy Gosling on Defending 'Dark & Stormy' Trademark (Audio)

Nancy Gosling on Defending 'Dark & Stormy' Trademark (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Nancy Gosling, President and CEO of Gosling's Group of Companies, and daughter Victoria Esposito, Marketing Manager at Gosling's, on their ...

13 Mai 201611min

Bermuda Premier Dunkley: 'We Won't Let You Hide Things' (Audio)

Bermuda Premier Dunkley: 'We Won't Let You Hide Things' (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: The Honorable Michael Dunkley, Premier of Bermuda, on the local economy, business and tourism in Bermuda. He also weighs in on the P...

13 Mai 201611min

Saut Discusses Exercising Patience in Investing (Audio)

Saut Discusses Exercising Patience in Investing (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jeffrey D Saut Mng Dir/Chief Investment Strategist Raymond James & Assoc Inc Jeffrey Saut, Chief Investment Strategist at Raymond Ja...

12 Mai 201611min

Novak on Culture of Recognition (Audio)

Novak on Culture of Recognition (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David C Novak Chairman Yum Brands Inc David Novak, Former CEO of YUM! Brands, on his new role as founder of OGO (O Great One!), a br...

12 Mai 201611min

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