CPI, Cruises, Industrials, ETFs, and Cannabis

CPI, Cruises, Industrials, ETFs, and Cannabis

Alyce Andres, US interest rates and FX reporter with Bloomberg News, joins the program to discuss the latest CPI reading and outlook for rate hikes and cuts. Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to talk about Carnival CFO’s moves to pay down debt and outlook for cruising. Karen Ubelhart, Industrials Analyst with Bloomberg Intelligence, joins the program to talk about Emerson Electric’s deal to National Instruments and other updates on industrial companies. Johan Grahn, VP and Head of ETF Strategy at AllianzIM, joins the program to discuss investing strategies and ETF flows. Brad Case, Chief Economist at Middleburg Communities, joins the program to discuss real estate pressures from inflation and the recent CPI reading. Morgan Paxhia, co-founder of Poseidon Investment Management, joins the program from the Benzinga conference to discuss cannabis investing and how the SVB collapse impacted cannabis, the possibility of Federal reform, and M&A in the space. Hosted by Paul Sweeney and Matt Miller.

See omnystudio.com/listener for privacy information.

Episoder(3389)

Bloomberg's Foxman on Death of Visium's Sanjay Valvani (Audio)

Bloomberg's Foxman on Death of Visium's Sanjay Valvani (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Simone Foxman, Hedge Fund reporter for Bloomberg News, on the implications to the hedge fund community following the...

21 Jun 20164min

Algebris' Gallo Sees Weak UK Recovery, Even If 'Remain'(Audio)

Algebris' Gallo Sees Weak UK Recovery, Even If 'Remain'(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Alberto Gallo, Portfolio Manager and Head of Macro Strategies at Algebris Investments LLP, on the implications of Brexit for the UK ...

21 Jun 201611min

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: Credit Acceptance (CACC).See omnystudi...

20 Jun 201612min

Kavar's Ciocca Favors 'Self-Indulgent' Consumer Staples (Audio)

Kavar's Ciocca Favors 'Self-Indulgent' Consumer Staples (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Doug Ciocca, CEO and Partner of Kavar Capital, on navigating the global market cross winds.See omnystudio.com/listener for privacy i...

20 Jun 201611min

S&P's Kessler Sees Lots More Growth, Upside To Facebook (Audio)

S&P's Kessler Sees Lots More Growth, Upside To Facebook (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Scott Kessler, Deputy Global Director for Equity Research at S&P Capital, on Facebook's annual meeting.See omnystudio.com/listener f...

20 Jun 201611min

DreamCo's Correia on NY Vote to Legalize Fantasy Sports (Audio)

DreamCo's Correia on NY Vote to Legalize Fantasy Sports (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jay Correia, author of “Daily Fantasy Sports” and member of the legislative affairs committee for the Fantasy Sports Trade Associati...

20 Jun 20168min

Bloomberg's Gregory on Defamation Protection for Yelpers(Audio)

Bloomberg's Gregory on Defamation Protection for Yelpers(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Patrick Gregory, Legal Editor for Bloomberg BNA, on whether Yelp reviewers and users of other review-based websites and apps need gr...

20 Jun 201611min

Cambridge Global Payments' Casey on Brexit, Currencies (Audio)

Cambridge Global Payments' Casey on Brexit, Currencies (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Stephen Casey, FX Trader and Senior Market Analyst at Cambridge Global Payments, on Brexit impact on currencies, and Yellen's attemp...

20 Jun 201611min

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