Emerging Markets Beat U.S. Junk in Upside Down World, Gaffney Says

Emerging Markets Beat U.S. Junk in Upside Down World, Gaffney Says

Kathleen Gaffney, co-director of diversified fixed income at Eaton Vance, talks about bond markets, investment strategy and high-yield. Shira Ovide, a Bloomberg Gadfly columnist covering technology, and David Garrity, CEO of GVA Research, discuss the domination of Amazon. Jim Harrison, CEO of Party City, talks about new channels of revenue growth and his company's vertical business model. Finally, Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about vertical consolidation deals popping up in health care, like CVS-Aetna, and Amazon entering into the prescription drug segment.

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McCormick-Reckitt Could Be Kraft-Heinz's Worst Nightmare, Flickinger Says

McCormick-Reckitt Could Be Kraft-Heinz's Worst Nightmare, Flickinger Says

Burt Flickinger, the managing director at Strategic Resource Group, talks about McCormick & Co. acquiring Reckitt Benckiser Group Plc's food business for $4.2 billion. Frank Bien, CEO of Looker, and M...

19 Juli 201730min

Why Intrepid's Travis Likes Leucadia

Why Intrepid's Travis Likes Leucadia

Mark Travis, president and CEO of Intrepid Capital, tells Pimm Fox and Lisa Abramowicz his current stock picks and why he likes Leucadia National. Erik Hirsch, the vice chairman and head of strategic ...

18 Juli 201725min

Why Carson Block's Short on Bank of Ozarks Has Failed

Why Carson Block's Short on Bank of Ozarks Has Failed

George Gleason, CEO and chairman of Bank of the Ozarks, talks about the bank's growth and high safety standards, defying Carson Block's 2016 SOHN conference short idea. Bloomberg's Gabrielle Coppola d...

17 Juli 201728min

Bond Market Is Detaching From U.S. Policy and Looking Globally, Vogel Says

Bond Market Is Detaching From U.S. Policy and Looking Globally, Vogel Says

Jim Vogel, an interest rate strategist at FTN Financial, discusses the bond market, inflation and rates outlook. Bob Eisenbeis, the vice chairman and chief monetary economist at Cumberland Advisors an...

14 Juli 201729min

Revised GOP Bill Looking More Like Obamacare, Nisen Says

Revised GOP Bill Looking More Like Obamacare, Nisen Says

Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about the GOP's newly revised Trumpcare bill. Carl Riccadonna, the chief U.S. economist for Bloomberg Intelligence, weighs in on Fed...

13 Juli 201717min

Inflation Objectives Unlikely if Tightening Accelerates, Riccadonna Says

Inflation Objectives Unlikely if Tightening Accelerates, Riccadonna Says

Mike Regan, the lead blogger for Bloomberg's Markets Live blog, Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, and Chris Condon, a Fed reporter at Bloomberg, talk about Fed Chair Yell...

12 Juli 201712min

Fed Warnings on Asset Prices Could Sour Market, Maley Says

Fed Warnings on Asset Prices Could Sour Market, Maley Says

Matt Maley, an equity strategist at Miller Tabak & Co., talks about bank earnings and why Congress needs to shoulder responsibility for the lack of fiscal policy. Max Nisen, a Bloomberg Gadfly columni...

11 Juli 201727min

Central Banks Going Too Far With Tightening, Bianco Says

Central Banks Going Too Far With Tightening, Bianco Says

Jim Bianco, the president and founder of Bianco Research, talks about the fixed income market, investing, inflation and the Fed. Jitendra Waral, a global Internet and consumer electronics analyst at B...

10 Juli 201729min

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