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(3356)

Bloomberg's Goldman on Broadway Fight for Tax Deduction (Audio)

Bloomberg's Goldman on Broadway Fight for Tax Deduction (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Henry Goldman, Bloomberg's NY City Hall Reporter, on Broadway fighting to keep the same tax deduction as investors in film and TV.Se...

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Bloomberg's Srinivasan on Intel, Heilemann on Clinton (Audio)

Bloomberg's Srinivasan on Intel, Heilemann on Clinton (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Anand Srinivasan, Semiconductor and Hardware analyst for Bloomberg Intelligence, on Intel getting a chip order for Apple's next iPh...

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Peter Rotondo Jr., Bloomberg's Ettl, on Belmont Stakes (Audio)

Peter Rotondo Jr., Bloomberg's Ettl, on Belmont Stakes (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Peter Rotondo Jr, Vice President of Media & Entertainment at The Breeder's Cup, and Bloomberg racing enthusiast Gary Ettl, on the Be...

10 Jun 20168min

CEO James Stone on New Book: Five Easy Theses (Correct)(Audio)

CEO James Stone on New Book: Five Easy Theses (Correct)(Audio)

(Corrects Audio) (Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Author James Stone, Founder, Chairman and CEO of the Plymouth Rock group, on his new book, "Five Easy Theses: Commo...

10 Jun 201611min

Agecroft's Steinbrugge on Finding Worthwhile Hedge Funds(Audio)

Agecroft's Steinbrugge on Finding Worthwhile Hedge Funds(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Donald A. Steinbrugge, Managing Partner of Agecroft Partners, LLC, with an “under the hood look” at the hedge fund market place.See ...

9 Jun 20168min

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: Tesco (TESO).See omnystudio.com/listen...

9 Jun 201612min

Ruchir Sharma: Time To Distinguish Between EM Countries (Audio)

Ruchir Sharma: Time To Distinguish Between EM Countries (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ruchir Sharma, Head of Emerging Markets and Chief Global Strategist at Morgan Stanley Investment Management, on his new book on the ...

9 Jun 201611min

Prezi's Peter Arvai on Reinventing Presentation Software(Audio)

Prezi's Peter Arvai on Reinventing Presentation Software(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Peter Arvai, CEO and co-founder of presentation software company Prezi, on how he plans to beat PowerPoint.See omnystudio.com/listen...

9 Jun 201611min

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