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(3360)

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: Keysight Technologies (KEYS).See omnys...

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Kotok: Puerto Rico Deal Is Pandora's Box for Muni Market(Audio)

Kotok: Puerto Rico Deal Is Pandora's Box for Muni Market(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David Kotok, Chairman and Chief Investment Officer at Cumberland Advisors, on his concern that bondholders will be subordinated to p...

20 Mai 201611min

Blade's Wiesenthal on Partnership with Uber in Boston (Audio)

Blade's Wiesenthal on Partnership with Uber in Boston (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: LUXURY: Rob Wiesenthal, Founder and CEO of Blade, on the company’s new partnership with Uber for Boston service, and the company's b...

20 Mai 201611min

Leader's Emons on Fed Causing Volatility in Bond Markets(Audio)

Leader's Emons on Fed Causing Volatility in Bond Markets(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Ben Emons, Managing Director and Portfolio Manager for Leader Capital, on what the FOMC minutes mean for corporate bonds and spreads...

20 Mai 20168min

Bloomberg's Ubelhart on Deere, Kapur on Bernie Sanders (Audio)

Bloomberg's Ubelhart on Deere, Kapur on Bernie Sanders (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on Deere earnings and the agricultural equipment space. Sahil Kapur...

20 Mai 201611min

Hessam Nadji on Commercial Real Estate: Likes Dallas (Audio)

Hessam Nadji on Commercial Real Estate: Likes Dallas (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Hessam Nadji, CEO of Marcus & Millichap, on the outlook for commercial real estate: he sees value in Dallas and Atlanta.See omnystud...

20 Mai 201611min

Breeders' Cup's Rotondo on Preakness Betting Strategies (Audio)

Breeders' Cup's Rotondo on Preakness Betting Strategies (Audio)

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

20 Mai 20168min

VerbalizeIt's Frankel on Smartling Acquiring His Company(Audio)

VerbalizeIt's Frankel on Smartling Acquiring His Company(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ryan Frankel, CEO of VerbalizeIt, will discuss his translation company being acquired by Smartling.See omnystudio.com/listener for p...

19 Mai 20168min

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