Emerging Markets Selloff Presents Buying Opportunities: Dennis

Emerging Markets Selloff Presents Buying Opportunities: Dennis

Geoff Dennis, Head of Global Emerging Market Strategy at UBS Securities, on emerging markets and why he thinks the gloom over EM equities is overdone. Ferdinando Giugliano, Bloomberg Opinion columnist in Rome, on the populist government plan in Italy, and how Italian/euro assets are being impacted. Dan Moss, Economics Editor and columnist for Bloomberg Opinion, on China casting doubt on report of a $200 billion trade deficit. Aaron Brown, Bloomberg Opinion columnist and former Head of Financial Market Research at AQR Capital Management, on pension funds, market valuations, and cryptocurrencies.

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Tesla Delivery Numbers Punch Hole In Growth Story

Tesla Delivery Numbers Punch Hole In Growth Story

Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Tesla reporting a record decline in deliveries, and today's contempt hearing on CEO Elon Musk's tweets. Bill Rouhana, c...

4 Apr 201927min

Netflix Shares At Risk As New Competition Heats Up (Podcast)

Netflix Shares At Risk As New Competition Heats Up (Podcast)

Laura Martin, Senior Entertainment analyst at Needham & Co., discusses why she's negative on Netflix. Jason Schenker, President of Prestige Economics, Chairman of The Futurist Institute and a Bloomber...

3 Apr 201929min

Quant Fund Just Went to 100% Cash: Cumberland's Kotok

Quant Fund Just Went to 100% Cash: Cumberland's Kotok

David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on why he's shifting his portfolio to a more defensive position. Former SBA Administrator Karen Mills discusses her new book, "...

2 Apr 201928min

CalSTRS Likes Real Estate and PE, Cautious On Equities

CalSTRS Likes Real Estate and PE, Cautious On Equities

Chris Ailman, Chief Investment Officer at CalSTRS Investments, on why he's neutrally positioned right now. Ellen Wald, President of Transversal Consulting, Senior Fellow at the Atlantic Council, and a...

1 Apr 201928min

Stocks More Attractive Than Alternatives: Bill Miller

Stocks More Attractive Than Alternatives: Bill Miller

Legendary investor Bill Miller, chairman and chief investment officer of Miller Value Partners, LLC, on value investing and his current investment outlook.  Kate Moore, Managing Director, Chief Equity...

29 Mars 201934min

Aireon’s Space-Based System Tracks Planes In Real Time

Aireon’s Space-Based System Tracks Planes In Real Time

Don Thoma, CEO of Mclean, VA-based Aireon, on its space-based surveillance system that will soon be tracking aircraft globally and in real-time for the first time ever.  Melissa Reagen, Head of Resear...

28 Mars 201927min

Former CFTC Head Bowen on Advancing Women in Business

Former CFTC Head Bowen on Advancing Women in Business

Sharon Bowen, Former US Commodity Futures Trading Commissioner and Seneca Women Partner, on advancing women in the economy and around the world. Carolyn Tastad, P&G North America Group President, on e...

27 Mars 201927min

LNG CEO: Asia, Europe Demand Propel U.S. Gas Projects

LNG CEO: Asia, Europe Demand Propel U.S. Gas Projects

Greg Vesey, CEO & Managing Director of LNG Ltd., on the future of LNG and growing demand in Asia and Europe.  John Lavelle, President & CEO, Offshore Wind, GE Renewable Energy, on the offshore wind bo...

26 Mars 201926min

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