Here’s Why U.S. Housing Will Get Even Less Affordable: Shilling
Gary Shilling, President of A. Gary Shilling & Co. and a Bloomberg Opinion columnist, on the factors that will make U.S. housing even less affordable. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, and Alan Bjerga, Bloomberg agriculture reporter, on the perfect storm hitting agriculture commodities. Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on GE's divestiture plans.Elliot Weissbluth, Founder and CEO of HighTower, on their recent acquisitions, wealth management and fiduciary investing.See omnystudio.com/listener for privacy information.
27 Jun 201828min
Why It's Time To Be More Optimistic On EM Assets: PGIM's Rajan
Arvind Rajan, Managing Director and Head of Global and Macro at PGIM Fixed Income, on why it’s time to turn more optimistic on emerging-market assets. Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, on the U.S. Treasury's plan to use emergency CFIUS law to curb China takeovers. Craig Torres, Economy & Federal Reserve Reporter for Bloomberg, on how a Southern city has hit on a successful formula for incubating businesses. Peter Kenny, Founder of Strategic Board solutions, on markets and crude.See omnystudio.com/listener for privacy information.
25 Jun 201830min
Libya Conflict Is Hugely Overlooked Issue On Oil Capacity: Wald
Dr. Ellen Wald, President of Transversal Consulting, to discuss OPEC’s decision and will it means for oil markets and for gasoline prices for US consumers. Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on how the Disney/Comcast bidding war for Fox assets will play out. Alberto Gallo, Partner and Portfolio Manager at Algebris UK Limited, on Italian debt, highlights from the Sintra central banks symposium, and BOE. Shira Ovide, Bloomberg Opinion columnist, on how the Supreme Court ruling on internet tax collection will impact Amazon as well as smaller companies.See omnystudio.com/listener for privacy information.
22 Jun 201828min
The Ball Is In Comcast’s Court :Paul Sweeney
Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, will discuss 21st Century Fox agreeing to a $71 billion bid from Disney. Sarah Ponczek, Bloomberg Cross-Asset Reporter, will discuss recent news of General Electric getting kicked out of the Dow. Eric Kuby, CIO of North Star Investment Management, on the small and micro-cap stocks. Mark Freeman, CIO of Westwood Holdings Group, will discuss global growth and how it may be impacted by Tariffs and global trade disputes, as well as inflation concerns and market volatility. See omnystudio.com/listener for privacy information.
21 Jun 201825min
We are starting to see the fruit of regulatory easing: Terrazas
Aaron Terrazas, Zillow senior economist, on new homes starts data, and the housing market. Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on U.S trade and tariffs. David Carrington, Jefferson County Commissioner in Alabama, will discuss how Jefferson County Commission saved $14.2 million by refinancing existing debt. Micheal Rea, CEO of RX savings solutions, regarding the latest with the drug price debate and Trump policy. See omnystudio.com/listener for privacy information.
19 Jun 201829min
Hard to Price in Tarrifs: Michael Zezas
Tom Halverson, CEO of CoBank, discusses the US farm economy in light of Trump tariffs and trade wars. Aaron Kennon, Chief Executive Officer at Clear Harbor Asset Management, on markets and investing. Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan Stanley, on U.S tariffs on Chinese imports. Jamie Gilpin, CMO at Sprout Social, will discuss the data in their recent report as it relates to Facebook still reigning as the supreme social network, and how businesses can adapt based on their current strategies. See omnystudio.com/listener for privacy information.
18 Jun 201828min
Other Countries Are Going To have To Learn To Deal With President Trump : Jack Devine
Joining Bloomberg Markets AM today is Andrew Mayeda, Bloomberg Economics Reporter, to discuss the impact of the tariffs on trade. Also joining the show is Paul McNamara, Investment Director at GAM UK to talk emerging markets. We also have Greg Hahn, Winthrop Capital Management, President and CIO, to discuss the bond markets. And rounding out today’s show is Jack Devine, Founding Partner and President of the Arkin Group on his latest intelligent report on North Korea and the Trump tariffs on China. See omnystudio.com/listener for privacy information.
18 Jun 201827min
Health Care Investing and Economic Outlook
Joining the Bloomberg Markets AM show is Scott LI, Principle of CRG private health sector, discussing their acquisition of Envision health care corporation. Also joining the show is Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the FOMC meeting and economic outlook. We also speak with Gerry Smith, Bloomberg Media Reporter, on his recent article "Disney Under Gun to Respond to Comcast's $65 Billion Fox Bid”. Rounding out the show is Eric Stein, Co-Director of Global Income at Eaton Vance, on the bond market, the yield curve and current market outlook. See omnystudio.com/listener for privacy information.
14 Jun 201828min
