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
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
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
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
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
Howard Marks Says to Expect 5% Returns Now If You Start From Scratch
Howard Marks, co-chairman and co-founder of Oaktree Capital Group, talks about using leverage in today's markets and what kind of returns investors should expect. Chris Ailman, chief investment office...
1 Aug 201727min
China Clampdown Could Reverse Global Real Estate Prices, Orlik Says
Tom Orlik, chief Asia economist at Bloomberg Intelligence, talks about reports that China is pressuring Anbang to sell its offshore assets and bring proceeds home in a clampdown on the nation's bigges...
31 Juli 201728min
Audible Gasps in Chamber, Republicans Dazed After Obamacare Vote: Dennis
Bloomberg’s Stephen Dennis, congressional reporter, and Zach Tracer, health care reporter, on the Senate’s failure to repeal Obamacare, as McCain blocks bill. Anna Edney, health care reporter for Bloo...
28 Juli 201728min
