World Freeloads Off U.S. on Drug Pricing, Miller Says

World Freeloads Off U.S. on Drug Pricing, Miller Says

Live from the National Medicare Advantage Summit in Arlington, Virginia. Dr. Steve Miller, chief medical officer at Express Scripts, says the high price of prescription drugs in the U.S. means Americans are funding innovation for the rest of the world. Tom Scully, the former administrator of the Centers for Medicare and Medicaid Services, talks about the outlook for policy. Dr. Kavita Patel, a senior fellow at Brookings Institution and former adviser to the Obama White House who worked on the Affordable Care Act, weighs in on the politics and policy of healthcare under Trump. Finally, Brendan Ahern, chief investment officer at KraneShares, discusses Trump's meeting with President Xi Jinping and the impact to investing in China.

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Netflix's Business Model Is a Ticket to Bankruptcy, Bibb Says

Netflix's Business Model Is a Ticket to Bankruptcy, Bibb Says

Mediatech Capital Partners' Porter Bibb talks about cable losing to on-demand, media earnings and the continued hemorrhage in print ad revenue. Ron Biscardi, co-founder and CEO of Context Capital Part...

3 Aug 201728min

Poor Risk-Reward Ratio Now in High Yield, Maglan's Tawil Says

Poor Risk-Reward Ratio Now in High Yield, Maglan's Tawil Says

Maglan Capital President David Tawil discusses tightening spreads and growing risks in the high yield market. Sid Verma, a markets reporter at Bloomberg in London, tells Pimm Fox and Lisa Abramowicz h...

2 Aug 201725min

Howard Marks Says to Expect 5% Returns Now If You Start From Scratch

Howard Marks Says to Expect 5% Returns Now If You Start From Scratch

Howard Marks, co-chairman and co-founder of Oaktree Capital Group, talks about using leverage in today's markets and what kind of returns investors should expect. Chris Ailman, chief investment office...

1 Aug 201727min

China Clampdown Could Reverse Global Real Estate Prices, Orlik Says

China Clampdown Could Reverse Global Real Estate Prices, Orlik Says

Tom Orlik, chief Asia economist at Bloomberg Intelligence, talks about reports that China is pressuring Anbang to sell its offshore assets and bring proceeds home in a clampdown on the nation's bigges...

31 Juli 201728min

Audible Gasps in Chamber, Republicans Dazed After Obamacare Vote: Dennis

Audible Gasps in Chamber, Republicans Dazed After Obamacare Vote: Dennis

Bloomberg’s Stephen Dennis, congressional reporter, and Zach Tracer, health care reporter, on the Senate’s failure to repeal Obamacare, as McCain blocks bill. Anna Edney, health care reporter for Bloo...

28 Juli 201728min

Southwest’s Kelly Sees Proportion of Larger Aircraft In Fleet Growing

Southwest’s Kelly Sees Proportion of Larger Aircraft In Fleet Growing

Gary Kelly, CEO of Southwest Air, on earnings, pricing and demand, capacity and fuel prices.  Cliff Noreen, Deputy Chief Investment Officer for MassMutual, on the debt markets and insatiable demand fo...

27 Juli 201729min

Copper Has More Room -- And Momentum -- to Soar, Dudas Says

Copper Has More Room -- And Momentum -- to Soar, Dudas Says

Mike Dudas, a metals and mining analyst at Vertical Research, talks about copper's hot streak and mining companies' earnings. Ward McCarthy, the chief financial economist at Jefferies, provides an out...

26 Juli 201727min

'Everyone's Back in the Pool' on Greek Debt Deal, Ballard Says

'Everyone's Back in the Pool' on Greek Debt Deal, Ballard Says

Simon Ballard, a Bloomberg credit strategist in London, talks about Greece returning to the debt markets. Steven Oh, the global head of credit and fixed-income at PineBridge Investments, tells Pimm Fo...

25 Juli 201729min

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