Trump and China’s Xi Heading Towards Superficial Treaty (Podcast)

Trump and China’s Xi Heading Towards Superficial Treaty (Podcast)

Dr. Sam Natapoff, President of Empire Global Ventures, on the difficulty in China trade talks and the Brexit vote outcome. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on how content has been driving earnings in media and telecoms like Apple and AT&T. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on Apple earnings and outlook. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on where the Fed balance sheet could end up after tightening. Hosted by Abramowicz and Paul Sweeney.

See omnystudio.com/listener for privacy information.

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Bank CEO Hearings Put Spotlight On Forced Arbitration

Bank CEO Hearings Put Spotlight On Forced Arbitration

Max Abelson, money and power reporter for Bloomberg, discusses the big U.S. bank CEOs testifying in today's “Holding Megabanks Accountable" hearing before Congress. Ben Hunt, Co-founder and Chief Inve...

10 Apr 201935min

Trade and Tariff Disputes Between the U.S. and EU (Podcast)

Trade and Tariff Disputes Between the U.S. and EU (Podcast)

Shawn Donnan, Bloomberg Senior Trade Reporter, discussing the EU and U.S. trade and tariff disputes. We also have David Dietze, President and Chief Investment Strategist at Point View Wealth Managemen...

9 Apr 201926min

The Health of the Middle Markets and U.S. Economy

The Health of the Middle Markets and U.S. Economy

Joining in on today's conversation is Randy Schwimmer, Head of Capital Markets & Originations at Churchill Asset Management, on the lending landscape and the health of the middle market. We also have ...

8 Apr 201928min

U.S. Economy Is Better Than Bonds Think: Joe Davis

U.S. Economy Is Better Than Bonds Think: Joe Davis

Joseph Davis, Chief Economist at Vanguard, on March jobs data, and his current economic outlook. Jean-Yves Fillion CEO, BNP Paribas USA and Chairman, CIB Americas, discusses the low interest rate envi...

5 Apr 201928min

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

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