The White House's Impact on the Corporate Community
Rick Helfenbein, the president and CEO of the American Apparel and Footwear Association, discusses retail earnings, Nafta negotiations and the impact of White House actions on the corporate community. Anurag Rana, a senior analyst of software and IT services at Bloomberg Intelligence, talks about Infosys CEO Vishal Sikka resigning amid acrimony between the board and a cohort of founders led by ex-chairman Narayana Murthy. Mike Buchanan, the deputy chief investment officer at Western Asset Management, gives his current outlook for the bond market and yield spreads. Finally, John Streur, the CEO of Calvert Research and Management, talks about responsible investing and ESG trends in 2017.See omnystudio.com/listener for privacy information.
18 Aug 201727min
Three Percent Inflation Looks Likely, Leuthold's Paulsen Says
Jim Paulsen, the chief investment strategist at the Leuthold Group, says three percent inflation looks likely. Chapdelaine & Co's Doug Borthwick talks about how the ECB is expressing concern over Euro appreciation and gives an outlook for the dollar. Sarah Halzack, a Bloomberg Gadfly columnist covering retail, discusses Walmart's tough battle ahead. Finally, Mike McDonough, the global director of economic research and chief economist at Bloomberg Intelligence, talks about how Trump's race remarks imperil the economic agenda.See omnystudio.com/listener for privacy information.
17 Aug 201725min
Year-End Bloodbath Coming for Target, Amazon and Walmart, Mushkin Says
Scott Mushkin, a senior retail analyst at Wolfe Research, gives an outlook for the retail sector. Josh Dettman, the president of Fintech Investment Group, talks about the soaring price of bitcoin. Adam Tempkin, a structured finance reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz how "deep" subprime auto loans are hitting crisis levels. Finally, Stephen Smith, the CEO and president of Equinix, and Josh Yatskowitz, a media and cable analyst at Bloomberg Intelligence, discuss how companies are dealing with digital trends and using private interconnections to transform business.See omnystudio.com/listener for privacy information.
16 Aug 201728min
Two Percent Growth is the New 3 Percent, So Invest Accordingly, Rhame Says
Lara Rhame, a senior economist in fund strategy at FS Investments, talks about retail sales, consumer spending and economic growth expectations. Seema Shah, a consumer discretionary analyst at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz why legacy retailers will continue to struggle. Norm Champ, the former director of the division of investment management at the U.S. Securities and Exchange Commission, talks about his new book, "Going Public: My Adventures Inside the SEC and How to Prevent the Next Devastating Crisis." Finally, Noel Hebert, a senior U.S. credit analyst at Bloomberg Intelligence, discusses reports that Amazon is planning a bond sale to fund its purchase of Whole Foods.See omnystudio.com/listener for privacy information.
15 Aug 201729min
Former Acting CIA Director Devine Is 'Very Concerned' About Korea
Jack Devine, the former acting director of the CIA and founding partner and of the Arkin Group, tells Pimm Fox and Lisa Abramowicz why it's time for negotiation, not military action, with North Korea. Lionel Laurent, a Bloomberg Gadfly columnist covering finance and markets, talks about why Angry Birds maker Rovio Entertainment's planned IPO comes with risks. Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence, discusses Vanguard's growing dominance in asset management and how ETF inflows this year have already eclipsed last year's annual record. Finally, Mike McDonaugh, the global director of economic research and chief economist at Bloomberg Intelligence, talks about why NAFTA renegotiations are expected to be painless.See omnystudio.com/listener for privacy information.
14 Aug 201727min
Programmatic Advertising Is the Future, Trade Desk CEO Says
Jeff Green, CEO of Trade Desk, talks about the company's earnings and performance, going public and the landscape of the digital ad space. Craig Johnson, president of Customer Growth Partners, discusses retail earnings and the outlook for malls. Bill Faries, Bloomberg's team leader for national security, talks about Trump's intensified warnings to North Korea amid rising tensions in the region and how Guam is preparing itself. Finally, Frank Mecum, the director of consignment at Mecum Auctions, discusses the collector car auction market, trends and the upcoming Mecum Monterey 2017 during the famed Monterey Car Week.See omnystudio.com/listener for privacy information.
11 Aug 201727min
China Can Be Pressured on Korea Prior to Crucial Party Congress, Rhodes Says
Bill Rhodes, president and CEO of William Rhodes Global Advisors, talks about potential actions that could force China's hand on North Korea. George Mathew, CEO and chairman of Kespry, discusses the impact drones are having on changing blue-collar work, partnerships with Farmers Insurance and Deere and what lies ahead for the commercial drone industry. Jackie Baumgarten, CEO of Boatsetter, talks about the boat-sharing business and becoming the Airbnb for boats. Finally, Alex Barinka, an IPO reporter at Bloomberg, discusses how Blue Apron is losing customers after cutting spending.See omnystudio.com/listener for privacy information.
10 Aug 201733min
Tellurian's Souki Expects Higher LNG Prices Globally in Two Years
Charif Souki, founder of Cheniere and chairman of Tellurian, discusses the LNG and potentially being sued by his former company. Burt Flickinger, managing director of Strategic Resource Group, provides an outlook for the retail industry and talks about which major retailers will survive the "retail Ice Age." Joel Beam, managing director and senior portfolio manager at Salient, discusses opportunities in REITS and the global real estate market. Finally, Eric Lascelles, chief economist at RBC Global Asset Management, talks about the Fed, NAFTA and low wage growth.See omnystudio.com/listener for privacy information.
9 Aug 201730min
