Should the Real Price of Oil Be $20 a Barrel? Smead Asks
Bill Smead, CEO of Smead Capital Management, discusses what would happen if oil was priced at $20 a barrel. Bloomberg's Chris Reiter discusses a study from consultant firm Roland Berger that says a U....
8 Mars 201727min
Travel Ban Puts $1 Billion of Tourism at Risk, Mayor Walsh Says
In this special episode of P&L, recorded live at Symphony Hall in Boston, we take a look at the city in the age of Trump. First up: Mayor Marty Walsh talks about the potential impact of an immigration...
7 Mars 201730min
Eric Balchunas on How Important Fees Are to Fund Performance
Eric Balchunas, an ETF analyst at Bloomberg Intelligence, discusses active versus passive management and the ongoing pressure on fees at asset managers. Joe Mysak, an editor at Bloomberg Briefs Munici...
3 Mars 201727min
Math Doesn't Add Up on Trump's Infrastructure Plan, Sen Says
Conor Sen, a Bloomberg View columnist and money manager at New River Investments, says Donald Trump's infrastructure plan would require an additional 570,000 construction workers. David Kudla, CEO and...
2 Mars 201726min
WSJ Coverage Boosted Fed 'Message' on March Hike, Reinhart Says
Vincent Reinhart, the chief economist at Standish Mellon Asset Management, says the Wall Street Journal's coverage of the Fed's January meeting shaped the probability of a March rate hike. Neil Dwane,...
1 Mars 201725min
Eaton Vance's Peabody Sees Opportunities in High-Yield
Burt Flickinger, managing director at Strategic Resource Group, discusses Target's earnings and outlook. Henry Peabody, co-manager of the Eaton Vance Multi-Sector Bond Fund, discusses the fixed-income...
28 Feb 201728min
Premier CEO Expects Obamacare Replacement to Take Three Years
Premier CEO Susan DeVore discusses the impact on hospitals of the Trump administration's plan to overhaul the Affordable Care Act. Bloomberg's Noah Buhayar discusses Warren Buffett's annual letter to ...
27 Feb 201732min
Obamacare Replacement to Cover Fewer People, Sparking Blowback
Zach Tracer, a health care reporter at Bloomberg, says blowback from constituents is growing as the GOP's Obamacare replacement will result in fewer Americans being covered by health insurance. Poonam...
24 Feb 201722min
