'Missing Inflation' Is Seen In Asset Prices: Shalett

'Missing Inflation' Is Seen In Asset Prices: Shalett

Lisa Shalett, Chief Investment Officer, Wealth Management for Morgan Stanley, discusses her investment outlook and strategy. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, to preview Apple earnings and discuss how the coronavirus is hitting supply chains. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on Xi Jinping's response to the coronavirus. John Kilduff, Founder of Again Capital, on the big risk to oil markets from the coronavirus. Hosted by Lisa Abramowicz and Paul Sweeney.

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Programmatic Advertising Is the Future, Trade Desk CEO Says

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, discuss...

11 Aug 201727min

China Can Be Pressured on Korea Prior to Crucial Party Congress, Rhodes Says

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 i...

10 Aug 201733min

Tellurian's Souki Expects Higher LNG Prices Globally in Two Years

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, provide...

9 Aug 201730min

EM Spreads Are Embedded to Sovereign Risk, Sassower Says

EM Spreads Are Embedded to Sovereign Risk, Sassower Says

Damian Sassower, a fixed-income strategist at Bloomberg Intelligence, talks about how EM sovereign spreads are driving energy industry debt valuations, exposing issuers to political risks. Dan Wasiole...

8 Aug 201731min

United Technologies-Rockwell Collins Deal Defends Against Boeing, Rothacker Says

United Technologies-Rockwell Collins Deal Defends Against Boeing, Rothacker Says

Bloomberg Intelligence's Joel Levington and Douglas Rothacker discuss the structural and strategic implications for a $40 billion United Technology-Rockwell Collins deal. Paul Sweeney, the U.S. direct...

7 Aug 201730min

Abandon 'One Korea' Policy, Lefkowitz Says

Abandon 'One Korea' Policy, Lefkowitz Says

Jay Lefkowitz, former U.S. special envoy for human rights in North Korea and a partner at Kirkland and Ellis, tells Pimm Fox and Lisa Abramowicz why we need a radical new approach on North Korea. Bloo...

4 Aug 201728min

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

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