P&L: AT&T-Time Warner Will Merge, But Will Be Dwarfed by Rivals
Porter Bibb of Mediatech Capital Partners gives an outlook for the AT&T-Time Warner merger and discusses Megyn Kelly and Greta Von Susteren moving to NBC from Fox. Dr. Alex Lidow, CEO and co-founder of Efficient Power Conversion, talks about EPC's chips being used in wireless consumer electronics and the future of car technology. Bloomberg's Daniel Moss speaks with Pimm Fox and Lisa Abramowicz about China preparing to retaliate if Donald Trump raises trade barriers. Finally, Urs Dur, CFO of TBS Ocean Logistics, discusses the outlook for global bulk and shipping in 2017.See omnystudio.com/listener for privacy information.
6 Jan 201725min
P&L: 2017's 'Bunny' Market That Hops Around But Doesn't Get Far
Jim Paulsen, chief investment strategist and economist at Wells Capital Management, sees a "bunny" market in 2017. Ellen Zentner, chief U.S. economist at Morgan Stanley, gives her 2017 U.S. consumer outlook. Bloomberg's Vincent Cignarella discusses five ways the dollar rally may end if Donald Trump's policies fail. Finally, Willis Sparks, the director of global macro at Eurasia Group, tells Pimm Fox and Lisa Abramowicz the top risks for 2017 and why we are entering a global geopolitical recession.See omnystudio.com/listener for privacy information.
5 Jan 201730min
P&L: Trump's Tariff Threat Would Violate NAFTA
Bloomberg's Shannon Pettypiece says that Donald Trump will violate NAFTA if he follows through on his promise to put a tax on goods coming in through Mexico. Then Frank Sorrentino, CEO of ConnectOne Bank, gives an outlook for banking and rates as the Fed says four hikes are on the table this year. Brian Rye, a senior health-care policy analyst at Bloomberg Intelligence, discusses Senate Republicans putting out a budget resolution to partly repeal Obamacare. Finally, Sandy Rowland, CFO of Harman, tells Pimm Fox about Harman's view of the future of the connected/autonomous car and the innovations debuting at CES 2017.See omnystudio.com/listener for privacy information.
4 Jan 201727min
P&L: Where China Comes Into Play in U.S.-Russia Relations
Ariel Cohen, a senior fellow at the Atlantic Council and director of the Center for Energy, Natural Resources and Geopolitics says he suspects that Donald Trump is trying to butter up Vladimir Putin to detach Russia from China. Then, Anand Srinivasan, senior semiconductor and hardware analyst for Bloomberg Intelligence, discusses President Obama's upcoming report on protecting the U.S. chip industry from China trade pressure. Also, Bloomberg's David Welch talks to Pimm Fox about Trump tweeting that GM should make its Cruze model in the U.S. or pay U.S. taxes. Finally, David Garrity, CEO of GVA Research, previews the 2017 Consumer Electronics Show in Las Vegas.See omnystudio.com/listener for privacy information.
3 Jan 201725min
P&L: MIT's Gruber on How to Restore Obamacare to Initial Vision
Jonathan Gruber, a professor of economics at MIT and considered a key architect of Obamacare, tells Pimm Fox how the Affordable Care Act could be fixed to function as it was written. Nick Wadhams, a foreign policy reporter for Bloomberg, discusses Obama's sanctions against Russia and Donald Trump's tough choice on whether to support the sanctions when he takes office. Kimberly Robinson, a Supreme Court reporter for Bloomberg BNA, discusses Trump's possible SCOTUS picks. Finally, Chuck Lieberman, CIO and a managing partner at Advisors Capital Management, talks about markets, investing and which financials look attractive.See omnystudio.com/listener for privacy information.
30 Dec 201627min
P&L: Sears Will Get One Last Chance for Turnaround in 2017
Burt Flickinger, a managing director at Strategic Resource Group, gives his outlook for the retail industry. David Howell, executive vice president and CIO of McEnearney Associates, discusses the impact of interest rates and the new Donald Trump administration on D.C.-area rentals and home sales. Bloomberg's Katherine Burton talks to Pimm Fox about the client revolt from hedge funds. Finally, Doug Ciocca, CEO and partner of Kavar Capital, gives his predictions for markets and assets in 2017.See omnystudio.com/listener for privacy information.
29 Dec 201628min
P&L: Investing in a Trump Presidency
David Kudla, CEO and chief investment strategist of Mainstay Capital, talks to Pimm Fox about investing in a Donald Trump presidency and gives his 2017 outlook for a variety of asset classes. Jason McGorman, a healthcare services analyst for Bloomberg Intelligence, gives an outlook for health care companies as Obamacare faces a repeal from the GOP. Finally, Kit Konolige, senior utilities analyst for Bloomberg Intelligence, discusses how Toshiba's record fall highlights risks in nuclear project construction.See omnystudio.com/listener for privacy information.
28 Dec 201623min
P&L: Schork Says Oil Prices in Mid-50s Are 'Testing the Highs'
Stephen Schork, president of the Schork Group, talks to Pimm Fox about the oil and gas markets. Lynn Franco, director of economic indicators of the Conference Board, gives an overview of the December consumer confidence index report. Chiara Albanese, a Rome-based markets reporter for Bloomberg, discusses the ECB saying Monte di Paschi needs $9.2 billion in capital. Finally, David Glickman, CEO of Ultra Mobile, discusses his company, which provides a SIM card-based, international wireless service that can be individually customized.See omnystudio.com/listener for privacy information.
27 Dec 201623min
