Bond Selloff Forces Funds to Reassess Strategy: FTN's Vogel
Jim Vogel, Interest Rate Strategist at FTN Financial, on what's happening in the bond market and outlook for interest rates.Joel Stern, Chairman and CEO of Stern Value Management, on current market outlook, and how tax reform will impact the economy.Jon Swallen, Chief Research Officer of Kantar Media, with analysis of Super Bowl advertising, and ad highlights of this weekend’s game. Lindsey Rupp, specialty retail reporter for Bloomberg, on the death of clothing. See omnystudio.com/listener for privacy information.
5 Feb 201827min
Apple Too Dependent on iPhone Cycle, Needs AI, Software: Gillis
Colin Gillis, Director of Research at CR Partners, on tech earnings: Apple, Amazon and Google. Clint Watts, Senior Fellow at the Foreign Policy Research Institute, on the Nunes memo, and what the US is doing to prevent Russia infiltrating its social media and elections. Nat Ives, Ad Age Executive Editor, discusses Super Bowl Advertising. Yalman Onaran, Senior Writer: Banking and Finance for Bloomberg, on Deutsche Bank earnings slump.See omnystudio.com/listener for privacy information.
2 Feb 201828min
Both Administrations Claim Economy But It’s Yellen’s: Eisenbeis
Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the FOMC meeting and thoughts on the potential Fed Vice Chairman. Shira Ovide, Bloomberg Gadfly columnist covering technology, rounds up the big tech earnings including Apple, and Amazon. David Ritter, Payments and Specialty Finance analyst for Bloomberg Intelligence, on EBay dropping PayPal for Dutch processor Ayden for its payments business, and a look at Mastercard eps. Bloomberg Intelligence’s Anurag Rana, Senior Analyst of Software & IT Services, and Poonam Goyal, Senior Retail analyst, on the growing impact of AI in the retail industry, and why it will accelerate the pace of disruption.See omnystudio.com/listener for privacy information.
1 Feb 201826min
Wingstop Expanding Globally, Aims To Be A Top Ten Brand: CEO
Wingstop Chairman and CEO, Charlie Morrison, and Chief Experience Officer, Stacy Peterson, on digital sales growth, the power of delivery, global expansion and chicken wing pricing. Javier Blas, Chief Energy correspondent for Bloomberg Intelligence, on weakening oil price and outlook. Automotive entrepreneur Scott Painter, former CEO of TrueCar and now CEO and co-Founder of Fair, discusses Fair’s new partnership with Uber. Michael Scanlon, Portfolio Manager for Manulife Asset Management, previews Facebook, Microsoft and Apple earningsSee omnystudio.com/listener for privacy information.
1 Feb 201827min
AMZN, JPM, BRK Health Care Venture May Pioneer New Model: Nisen
Max Nisen, Bloomberg Gadfly columnist covering health care, on Amazon, Berkshire and JP Morgan setting up a health company for their staff, and as a look at Pfizer and Aetna earnings.Robert Lawrence, the Albert L Williams Professor of International Trade and Investment at Harvard Kennedy School, on trade outlook for the US and NAFTA, and how it could impact the economy. Scott Shapiro, CEO of STATE Optical, on starting a luxury eyewear manufacturing business in the US and the company outlook. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the FOMC meeting this week, and why there won't necessarily be a big pension fund reallocation into fixed income.See omnystudio.com/listener for privacy information.
30 Jan 201830min
NAFTA Will Happen, But It May Take More Time: Bill Rhodes
Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global economy, China, and outlook for NAFTA and TPP.Mark Gurman, technology reporter for Bloomberg, on how Apple built a chip powerhouse to threaten Qualcomm and Intel.Tom Halverson, President and CEO of CoBank, on the disconnect between the nation’s rural economy and the whole U.S. economy, rural broadband internet, and NAFTA.Ed Hammond, deals reporter for Bloomberg, on Keurig Green Mountain buying Dr. Pepper Snapple.See omnystudio.com/listener for privacy information.
29 Jan 201822min
Lot of Opportunities In Mexico's Energy Sector: IMF's Werner
Alejandro Werner, Director: Western Hemisphere at the International Monetary Fund (IMF), on the economic outlook for Latin America. Vincent Cignarella, Global Macro Strategist for Bloomberg Intelligence, discusses the Bank of Japan, and the dollar following Trump's comments in Davos. Ben Bain, financial regulations reporter for Bloomberg, on Trump’s SEC mulling a move to block investor lawsuits. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on Dell's potential IPO and Intel earnings.See omnystudio.com/listener for privacy information.
26 Jan 201826min
Economy Appears to Have At Least 6 More Solid Months: Goldstein
Ken Goldstein, Economist with the Conference Board, on the December LEI index and economic outlook. Also joining in studio is Jack Devine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, discusses his Winter 2017 Intelligence Report. We also have George Ferguson, Bloomberg's Senior Aerospace/Defense & Airline Analyst discussing United Continental Airlines. Also joining in is Steve Englander, Head of Research and Strategy at Rafiki Capital and Bloomberg Prophet, on the dollar, China and outlook for US trade.See omnystudio.com/listener for privacy information.
25 Jan 201827min
