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 markets and opportunities in high yield. Bloomberg reporter Laura Keller discusses CLSA Ltd.'s decision to shut its U.S. equity research staff and dismiss analysts including Mike Mayo. Finally, Bloomberg's John Butler discusses Apple's annual shareholder meeting, highlights from the Mobile World Congress and the new Nokia phone.See omnystudio.com/listener for privacy information.
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 shareholders and Berkshire Hathaway's earnings. Brendan Brown, the chief economist and head of economic research at Mitsubishi UFJ Securities, tells Pimm Fox and Lisa Abramowicz how Donald Trump can win the currency war. Finally, Eric Martin, a Bloomberg reporter based in Mexico City, discusses Mexico's warning to the U.S. that it will cut off NAFTA talks if tariffs are proposed.See omnystudio.com/listener for privacy information.
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 Goyal, a retail analyst at Bloomberg Intelligence, discusses JC Penney's announcement that it will close up to 140 stores. Finally, Bloomberg's Toluse Olorunnipa discusses President Trump's speech at the Conservative Political Action Conference.See omnystudio.com/listener for privacy information.
24 Feb 201722min
Most of Tesla's Value Lies in Its Expectations, Denning Says
Liam Denning, a Bloomberg Gadfly energy columnist, says most of Tesla's value lies in what people expect the company to be doing five or 10 years from now. Krishna Memani, chief investment officer at Oppenheimer Funds, discusses long bonds, growth, reflation and leveraged loans. Craig Johnson, president of Customer Growth Partners, says department stores make up 1.6 percent of the retail market, down from 10 percent a generation ago. Finally, Bloomberg's Saleha Mohsin discusses U.S. Treasury Secretary Steve Mnuchin's comments on the yuan, NAFTA and the long bond.See omnystudio.com/listener for privacy information.
23 Feb 201729min
First-Time Home Purchases Keep Rising, Mohtashami Says
The number of first-time home buyers is rising, reflecting millennials who are the single biggest group of U.S. purchasers, says Logan Mohtashami, a senior loan officer at AMC Lending Group. Joel Levington, a senior credit analyst at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz why share repurchases would be a better use of capital than acquisitions. Finally, Bloomberg's Leslie Patton discusses McDonald's plan to cut prices on drinks as the fast-food industry slumps.See omnystudio.com/listener for privacy information.
22 Feb 201721min
Hacking the President's Phone is Straightforward, Weaver Says
Nicholas Weaver, a security researcher at the International Computer Science Center at Berkeley, says it would be simple to hack Donald Trump's phone. Bloomberg's Ed Hammond discusses Unilever's decision to rebuff a $143 billion takeover bid from Kraft Heinz. Ken Goldstein, an economist at the Conference Board, speaks with Pimm Fox and Lisa Abramowicz about the latest Index of Leading Economic Indicators. Finally, Bloomberg's Matt Miller discusses the latest news from the Munich Security Conference.See omnystudio.com/listener for privacy information.
17 Feb 201726min
Boeing Listened to Trump's F-35 Pentagon Calls, Capaccio Says
Bloomberg's Tony Capaccio says Boeing's CEO was in the room listening to Donald Trump's calls to the Pentagon about the Lockheed Martin F-35 jet. Ward McCarthy, the chief financial economist at Jefferies, discusses rates, fixed income and the Fed. Jonathan Gruber, a professor of economics at MIT who is considered a key architect of Obamacare, discusses the Trump administration's proposed changes to health care. Finally, Bloomberg's Yalman Onaran tells Pimm Fox and Lisa Abramowicz that Trump's tax cuts could boost profit at the six largest U.S. banks by $12 billion.See omnystudio.com/listener for privacy information.
16 Feb 201728min
Bloomberg's Riccadonna and Dean on Yellen and Dodd-Frank
Bloomberg Intelligence's Carl Riccadonna and Nathan Dean discuss Janet Yellen's testimony to Congress and the state of play for Dodd-Frank. Then Ken Shea, a food, beverage and tobacco analyst at Bloomberg Intelligence, discusses earnings and provides an outlook for the spirits industry.See omnystudio.com/listener for privacy information.
15 Feb 201713min
