FCC Putting Foxes In Charge of the Hen House: Garrity
David Garrity, CEO of GVA Research, and June Grasso, legal expert and co-host on Politics, Power, Policy & Law for Bloomberg, on the industry and legal ramifications of the FCC decision to repeal net neutrality. Eddie Van der Walt, commodities reporter for Bloomberg, on bitcoin’s dirty little secret: computers creating the cryptocurrency use massive energy, including from fuels that cause the most pollution. Former U.S. Congressman Rick Lazio, Senior Vice President at alliantgroup, on tax reform expectations and how the new rate structure will help businesses. Joe Nocera, Bloomberg View columnist, on why Disney will rue its backward-looking Fox merger.See omnystudio.com/listener for privacy information.
15 Des 201730min
Could See CBS Looking To Buy, Following Disney-Fox Deal
Geetha Ranganathan, Senior Media analyst for Bloomberg Intelligence, and Tara Lachapelle, deals columnist for Bloomberg Gadfly, on Disney buying $52 billion of Fox assets in a breakup of the Murdoch empire. Danielle Dimartino Booth, Founder of Money Strong and Bloomberg Prophet, discusses the Fed, her outlook for the economy, and why strong demand in jobs data may falter. Gerry Smith, media reporter for Bloomberg, on the FCC vote to end net neutrality. Terry Sullivan, partner at Firehouse Strategies and senior Republican strategist, and former campaign manager for Marco Rubio’s presidential campaign, to discuss what GOP strategy for tax plan and mid-terms.See omnystudio.com/listener for privacy information.
14 Des 201729min
A Surprise Dollar Rally Would Be Potentially Disruptive: BNP's Katzive
Daniel Katsive, Head of FX Strategy North America at BNP Paribas, on the dollar rout. Jonathan Bernstein, Bloomberg View columnist, on why Mitch McConnell's job just got a lot harder. Chris Young, CEO of McAfee, on how cybercrime is changing with AI/Machine learning and what that means for business. Rich Taylor, Fixed Income Client Portfolio Manager at American Century, previews the Fed decision, US/global economy outlook for 2018, and where he's finding value in the bond market.See omnystudio.com/listener for privacy information.
13 Des 201729min
Disney-Fox Deal Would Be Defining Legacy For Bob Iger: Sweeney
Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on Disney expected to announce a deal to buy a large piece of 21st Century Fox. Ken Monaghan, Co-Director of High Yield at Amundi Pioneer, discusses why the rout in telecom high yield will continue in 2018. Desmond King, Andrew W. Mellon Professor of American Government at Oxford University, on the new book he co-authored: "FED POWER: How Finance Wins." Jack Ablin, Chief Investment Officer for BMO Wealth Management, on his 2018 outlook for markets and inflation, and current investing strategy. See omnystudio.com/listener for privacy information.
12 Des 201727min
Expect the U.S. To Issue Digital Currency Next Year: FiREapps CEO
Wolfgang Koester, CEO of FiREapps, on bitcoin futures and why he sees the U.S. issuing a digital dollar in 2018. John Tozzi, healthcare reporter for Bloomberg, with a look at the history of the little blue pill that changed sex, as Viagra goes generic. Tim Ghriskey, CIO of Solaris Asset Management, on why tax reform will spur corporate buybacks instead of growth. John Wobensmith, CEO of Genco Shipping (NYSE:GNK), on why the global drybulk recovery is just starting. See omnystudio.com/listener for privacy information.
11 Des 201728min
Mizuho Securities Adding Staff and Specialties
Jerry Rizzieri, President and CEO of Mizuho Securities, on US growth strategy, the current business environment, and Asia's growing role in equities. Bloomberg’s Sonali Basak, Insurance Companies and Boutique Investment Banks Reporter, discusses her article “The Next Big Short: Hedge Funds Ready to Bet Against Bitcoin”. Also, Bill Smead, CEO at Smead Capital Management, on markets and investing, jobs, and stock market capitalization. And Ian Siegel, Founder and CEO of ZipRecruiter, on jobs, hiring trends, and artificial intelligence.See omnystudio.com/listener for privacy information.
8 Des 201730min
Vanguard’s Bogle Sees Pension Pain in Decade of 3% Bond Returns
Vanguard founder Jack Bogle on what he thinks of ETFs, bitcoin and the bond market. Daniel Gordis, Bloomberg View columnist and Senior Vice President and Koret Distinguished Fellow at Shalem College in Jerusalem, on his column: "Trump Is Clear on Jerusalem; His Motives Are Not." Bill Sandbrook, CEO of US Concrete, on outlook for infrastructure and current projects in development. Randy Frederick, VP of Trading and Derivatives at Schwab, discusses his outlook for markets in 2018 and on his top investing trends.See omnystudio.com/listener for privacy information.
7 Des 201731min
Retailers Pivoting To ’What’s Your Walmart Strategy?’ in 2018: Ed Yruma
Ed Yruma, Equity Research analyst at Keybanc Capital Markets, with e-commerce and retail trends from their consumer conference. Chris Pappas, CEO of Trinseo (NYSE:TSE), discusses where Trinseo is seeing growth and outlook for the chemicals and materials industry.FUTURE OF INVESTING: Emily Chasan, Sustainable Finance Editor, on how big money on Wall Street is finally backing boardroom diversity.Frank Ossino, Senior Portfolio Manager at Newfleet Asset Management, on the loan market, credit cycle, and interest rates- and why he is fully invested.See omnystudio.com/listener for privacy information.
6 Des 201731min
