Oath Increased Its Users By More Than 10% In Q4: CEO Armstrong
Tim Armstrong, CEO of Oath and former CEO of AOL, on Oath’s outlook and strategy to compete for ad dollars. Anne Sheehan, Director of Corporate Governance at CalSTRS Investments, discusses the company urging Apple to create ways for parents to restrict children’s access to their mobile phones.Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan Stanley, on how political noise will impact markets this year. Vincent Piazza, Senior Equity Energy Analyst/ Global Sector Leader for Bloomberg Intelligence, on outlook for oil and E&Ps, as Goldman reports OPEC will try to keep prices down below $70.See omnystudio.com/listener for privacy information.
10 Jan 201826min
Facebook’s Business Model Relies On Polarizing Fears: McNamee
Roger McNamee, co-Founder of Elevation Partners, on the appropriate role of internet monopolies in society, and why Facebook still has time to rectify itself. Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, with a new report on Tesla credit. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses rate outlook for 2018, and how a record number of young workers remain at home. American Water CEO Susan Story on the current landscape for Trump’s infrastructure plan on the country’s aging and outdated water infrastructure, and how the company is securing critical networks from cyberattacks.See omnystudio.com/listener for privacy information.
9 Jan 201831min
Crypto-Assets Regulation Is Healthy Development, Need Clarity: Burniske
Chris Burniske, Partner at Placeholder and advisor to ARK Investment Management, on outlook for cryptocurrencies in 2018 and upcoming blockchain ETFs. Josh Green, National Correspondent for Bloomberg Businessweek, on the Trump-Bannon feud, following revelations in the Fire and Fury book. Robert LoCascio, CEO and Founder of LivePerson, Inc, on how machine learning and AI is being implemented in customer care industry, and impact of Facebook’s entry. Debra Katz, Employee Rights Attorney at Katz, Marshall & Banks, on how sexual harassment in the workplace costs companies money and creates wage disparities.See omnystudio.com/listener for privacy information.
8 Jan 201826min
Prosecutors in Legal Cannabis States Unlikely To Interfere: Troppe
Asher Troppe, Co-Founder and CEO of Tress Capital, on Jeff Sessions and the Trump administration reversing Obama's hands-off marijuana policy and how cannabis stocks will fare.Shira Ovide, Bloomberg Gadfly columnist covering technology, on Apple’s exposure to the chip flaw, and how the company’s efforts to make amends could be bad for business. Tom Gimbel, CEO of staffing firm LaSalle Network, on jobs data, and how CEOs are confident and hiring. Anna Edney, health care reporter for Bloomberg, on how the plan to slash US drug costs leans on problem-plagued factories.See omnystudio.com/listener for privacy information.
5 Jan 201828min
Fixing NYC's Subways Requires Study That Isn't Happening: Ravitch
Richard Ravitch, Former Lieutenant Governor of New York and Chairman of the MTA, on how to fund the NYC subway crisis, outlook for the infrastructure bill, and Puerto Rico. Liam Denning, Bloomberg Gadfly columnist, on how Tesla investors keep giving it the benefit of the doubt, despite constantly moving targets. Kurt Kara, Head of Value Equities at Copenhagen-based Maj Invest, discusses the stock fund that beats 95% of peers while ignoring CEO talk and research.See omnystudio.com/listener for privacy information.
4 Jan 201822min
10-Year U.S. Yields Poised to Rise to 3.5% in 2018: Bob Sinche
Bob Sinche, Global Strategist for Amherst Pierpont Securities, discusses why the 10-year US yield is poised to rise 3.5% in 2018.Christopher Flavelle, climate policy reporter for Bloomberg, on how climate change is impacting real estate in Florida.Seth Pinsky, Executive Vice President and Investment Manager of the RXR Metropolitan Emerging Market Strategy, growth potential in NYC, tax reform, and outlook for infrastructure. Trista Kelley, market structure team leader for Bloomberg in London, on how the start of MiFID is impacting trading volumes.See omnystudio.com/listener for privacy information.
3 Jan 201824min
Consumer Discretionary Stocks Will Benefit from New Tax Package
Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, on FOMC Preview and Japanese Yields. We also have Bruce Bittles, Chief Investment Officer for Baird, on markets, the economy, and current investment strategy. Also joining the program is Jamie Butters, Bloomberg US Auto Reporter, on his story "Fed Outlook for Higher Rates Dims U.S. Auto Sales View for 2018”. And also joining the show is Chris Leavy, Co-Chairman and Partner at MedMen, on what investors should know about the marijuana space, as well as the wider economic implications of this legislation.See omnystudio.com/listener for privacy information.
3 Jan 201827min
Homebuilders Still Favorite Cyclical Sector Pick In 2018: Kudla
David Kudla, CEO and Chief Investment Strategist of Mainstay Capital, on market outlook and his current sector picks.David Kudla, CEO and Chief Investment Strategist of Mainstay Capital, on market outlook and his current sector picks. Shira Ovide, Bloomberg Gadfly columnist covering technology, on the eight biggest themes in technology for 2017, and Facebook's crucial video efforts. Karen Mills, former SBA Administrator and Senior Fellow at Harvard Business School, on the impact that Trump's tax plan will have on small business, and outlook for infrastructure. Lou Palumbo, director of Elite Intelligence and Protection, on the costs associated with protecting crowds on New Year's Eve and other large events.See omnystudio.com/listener for privacy information.
29 Des 201730min
