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Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

Episodes

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Published 2020-01-08

Don't See Oil North of $70 Without Escalation: Kamel

28 min Transcript
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Ayham Kamel, Practice Head, Middle East & North Africa at Eurasia Group, on Iran and oil markets. Scott Wren, Senior Global Market Strategist, Wells Fargo Investment Institute, on markets and geopolitical risks. Justin Fox, Bloomberg Opinion columnist, discusses his column: "Lots of American Teens Are Still Shunning Cars." Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses Trump's impeachment and the Iran conflict. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2020-01-07

Iran Tensions Firm Up Bullish Picture For Crude

28 min Transcript
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Welles Fitzpatrick, Managing Director: E&P Research at SunTrust Robinson Humphrey, discusses how the Iran escalation will impact E&P stocks. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, and David Wainer, Bloomberg International government reporter, react to Secretary of State Mike Pompeo's press conference and the escalation with Iran. Jim Bianco, President and Founder of Bianco Research, discusses his column: Central Banks Are the Biggest Risk to the Economy. Jenny Surane, Bloomberg finance reporter, on how "massively under-prepared" gas stations face credit card turmoil. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2020-01-06

Oil Markets Say Full-Blown War With Iran Is Unlikely

27 min Transcript
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Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discuss oil markets as Trump threatens sanctions on Iraq. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, on why he's bullish on U.S. small caps and large cap value stocks. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on why he's positive on EM for 2020. Alan Katz, Financial Investigations Team Leader for Bloomberg in Paris, on ex-Nissan boss Carlos Ghosn's escape from Japan to Lebanon. Hosted by Lisa Abramowicz and Paul Sweeney.

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Peter Tchir, Head of Macro Strategy at Academy Securities, and Academy Securities Advisory Board Member Retired Marine Lieutenant General Robert Walsh discuss the market and geopolitical impact of the U.S. airstrike in Iran that killed one of Iran’s most powerful generals. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence and former adviser to the Dallas Fed, discusses her economic outlook including thoughts on oil, the Fed and employment. Craig Johnson, President of Customer Growth Partners, has a recap of holiday retail sales and his outlook for 2020. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, explains whether or not we're in a "new" bull market.

Hosts: Lisa Abramowicz and Paul Sweeney.

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Published 2020-01-02

2020 Global Outlook, Six Word Market Narratives

26 min Transcript
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Torsten Slok, Chief Economist at Deutsche Bank Securities, shares his 2020 outlook for markets and the global economy. He says when the Fed expands it balance sheet 1% the S&P goes up approximately 1% as well. Nick Colas, Co-Founder of DataTrek Research, breaks down the market narratives from 2018 and 2019 and what the narrative will be for 2020. Ronan Crosson, Head of Data Analytics at Eagle Alpha, discusses the escalating streaming wars and why he sees Netflix as an early leader. Steve Grobman, CTO at McAfee, discusses the biggest cybersecurity threats and trends to watch as we move into 2020. He identifies technologies that have been useful in stopping robocalls. Hosts: Lisa Abramowicz and Paul Sweeney.

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Published 2019-12-31

2020 Outlook for Currencies, and Commodities (Podcast)

18 min Transcript
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Dr. Win Thin, Global Head of Currency Strategy for Brown Brothers Harriman, discusses global currencies and what to expect from the dollar in 2020. Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, breaks down the December Consumer Confidence Index. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, shares his year-end outlook on gold and oil.; Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-12-30

Why China's Economy Is Best Revealed Through Credit Markets

30 min Transcript
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Shehzad Qazi, Managing Director at China Beige Book International, on rising debt in China's economy. Matt Desch, CEO of Iridium, on the satellite landscape, Apple's foray, and the current outlook. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on credit markets and his current investment strategy. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on what 2020 holds for bitcoin and commodities. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-12-27

Big Banks' Announced Job Cuts Don't Match The Reality

26 min Transcript
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Yalman Onaran, Senior Finance writer for Bloomberg, on the reality of Big Bank job cuts. Jim Vogel, Interest Rate Strategist for FTN Financial, on global market outlook, and why EM could benefit in 2020. Tara Lachapelle, Bloomberg Opinion media columnist, discusses her column, "What a Decade of Netflix Did to Hollywood." Logan Mohtashami, Senior Loan Officer at AMC Lending Group, on the housing market. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-12-26

Top Market Worries Are Behind Us: State Street's Loh

27 min Transcript
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Marvin Loh Senior Global Macro Strategist for State Street, on why he's bullish on risk assets heading into 2020. Dan Ives, Equity Analyst at Wedbush Securities, discusses the pivotal year ahead for Tesla and why he's raising his price target. Mike Halen, Senior Restaurant Analyst for Bloomberg Intelligence, on why North America restaurants face a tough year. Dr. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discuss oil markets and what to expect in 2020. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-12-24

Admiral Stavridis: It's Good Time For The Space Force

29 min Transcript
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Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on his column, "May the (Space) Force Be With You." Shira Ovide, Bloomberg Opinion technology columnist, on ByteDance said to weigh TikTok stake sale over U.S. security concerns, and Uber's Travis Kalanick departing the board. Denise Krisko, President of Vident Investment Advisory (VIA), on active ETFs to be on the rise in 2020. Sri Natarajan, Bloomberg finance reporter, on China's plans to create 'aircraft carrier-sized" rivals to take on Wall Street giants like Goldman. Hosted by Lisa Abramowicz and Paul Sweeney (Carol Massar fills in for Lisa).

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Published 2019-12-23

DraftKings Going Public As Legalization Fuels Growth

29 min Transcript
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Jason Robins, CEO of DraftKings, discusses going public in a sale that the company says will give it a market value of around $3.3 billion. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Boeing ousting CEO Muilenburg over the Max crisis. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses the 5 areas investors should take into account to navigate 2020. Bloomberg Intelligence fanboys Eric Balchunas and Ira Jersey discuss the box office and merchandising prospects for the latest Star Wars franchise film, "Skywalker." Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-12-20

Apple Eyes Satellites As Way To Beam Data To Devices

28 min Transcript
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Shira Ovide, Bloomberg Opinion technology columnist, on Apple exploring satellites to beam data directly to devices. Peter Kenney, Founder of Strategic Board Solutions, on markets and tailwinds. Julia Attwood, Head of Advanced Materials at BloombergNEF, to discuss how the world is facing a trash glut after China ban. James Fallon, Editorial Director of Women's Wear Daily, discusses holiday retail and consumer spending. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-12-19

Debt Capital Will Flow Into Cannabis: Canaccord CEO

29 min Transcript
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 Dan Daviau, CEO of Canaccord Genuity, talks about his outlook for 2020 for markets and beaten down cannabis sector. Vincent Deluard, Global Macro Strategist for INTL FCStone (NASDAQ: INTL), discusses his latest report, "Six Reasons for EM Outperformance in 2020. Max Nisen, Bloomberg Opinion health care columnist, on Obamacare in jeopardy after a federal court struck down the Obamacare individual mandate. Seema Shah, Director Consumer and Retail Trends at Creditntell, with a holiday retail preview. Hosted by Lisa Abramowicz and Paul Sweeney.


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Published 2019-12-18

The Death Bell Is Tolling For Small Private Colleges

24 min Transcript
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Amanda Albright, municipal bond reporter for Bloomberg, on the death bell tolling for private colleges. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the impeachment of President Trump. Satish Jindel, President of SJ Consulting, on Fedex plunging after cutting its profit forecast. Jeff Burger, Senior Portfolio Manager for U.S. Municipal Bond strategies at Mellon Investments, on record flows and 2020 outlook. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-12-17

Trump's Bi-Lat Trade Strategy Failed With China Deal

28 min Transcript
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Anne Stevenson-Yang, Co-Founder and Research Director at J Capital Research, and a Bloomberg Opinion contributor, on why the China trade deal is full of hot air. Nick Colas, co-Founder of DataTrek Research, discusses the divergence in FAANG stocks and S&P over past 5 years. Marcus Ashworth, Bloomberg Opinion European markets columnist, on the pound sell-off following Boris Johnson's 2020 Brexit pledge. Karen Davies, Managing Director Sponsor Finance Group, Huntington National Bank, with her 2020 M&A forecast.

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Published 2019-12-16

Tech Poised For 5-7% Year-End Rally: Wedbush's Ives

29 min Transcript
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Dan Ives, Equity Analyst at Wedbush Securities, discusses why the China trade deal removes $160 billion dark cloud from tech stocks. Marian Harkin, former member of the European Parliament and of the Irish Parliament, on what Boris Johnson's election means for Brexit and the EU. Lindsey Piegza, Chief Economist at Stifel, on red flags in the U.S. economy. Kit Konolige, Senior Industrials and Utilities Analyst for Bloomberg Intelligence, on PG&E sinking after California rejects restructuring proposal. Hosted by Lisa Abramowicz and Paul Sweeney

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Published 2019-12-13

Markets Uncertain After Messy China-U.S. Deal Rollout

28 min Transcript
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Leland Miller, CEO of China Beige Book International, on what the Chinese are saying about the China trade deal. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on his current investment outlook. Michael Hirtzer, Bloomberg agriculture reporter in Chicago, on how the China trade deal will impact agricultural goods and farmers. Danny Blanchflower, Professor of Economics at Dartmouth, former BOE policy maker and Bloomberg Opinion columnist, on the UK election and economy. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-12-12

Dislocation In Credit Spreads Poses Risk For Market: Booth

29 min Transcript
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Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and a Bloomberg Opinion contributor, discusses the Fed and risks in consumer credit. Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on the Fed and what he's reading. Shannon O'Neill, Senior Fellow for Latin America Studies at the Council on Foreign Relations, on the USMCA trade deal. Doug Duncan, Chief Economist at Fannie Mae, on home prices and factors behind the shortage of affordable homes.

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Published 2019-12-11

Silicon Valley Is Listening To Your Intimate Moments0-

28 min Transcript
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Austin Carr, Bloomberg technology reporter, discusses how the world’s biggest media companies let temps hear millions of your private, sensitive recordings. Janelle Woodward, head of fixed income for BMO Global Asset Management and portfolio manager of the BMO TCH Core Plus Bond Fund, on their current credit market outlook. Frank Sorrentino, CEO of ConnectOne Bank (Nasdaq:CNOB), on the Fed, the economy and capital investment. Marvin Loh, Global Macro Strategist at State Street, on the Fed and the economy. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-12-10

Netflix Must Cut Prices To Compete: Needham's Martin

27 min Transcript
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Laura Martin, Senior Analyst at Needham, on why Netflix needs to add a lower-priced service to compete. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, with his market outlook and a preview of the Fed. Christopher Wilson, Deputy Director of the Wilson Center's Mexico Institute, on the USMCA trade deal. Andy Browne, editorial director for Bloomberg New Economy, on China tariffs and the demise of the WTO. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-12-09

Justice Roberts Will Avoid Partisanship At All Cost

25 min Transcript
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Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, on the impeachment of President Trump, and his testimony to Congress. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on China pushing for more removal of foreign tech. Luca Paolini, Chief Strategist of London-based Pictet Asset Management, on his 2020 market forecast and why EM is the best opportunity. Regina Mayor, Global Energy Head at KPMG, on why she's in a bearish mood on crude. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-12-06

Chances Are High That Bullish Cycle Extends: Authers

26 min Transcript
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Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, Jason Schenker, President of Prestige Economics and Chairman of the Futurist Institute, and John Authers, Senior Editor for Bloomberg Markets, discuss the jobs report, the economy and oil markets. Shira Ovide, Bloomberg Opinion columnist covering technology, on Facebook in talks for a big NY location, and a look at the astuteness of Mark Zuckerberg. Joshua Otten, CEO of RONIN, discusses how cannabis brands can promote themselves in a strict regulatory landscape. Eric Newcomer, startup reporter for Bloomberg, on Uber's sexual harassment report.

Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-12-05

Far More Downside Than Upside, Says Natixis' Lafferty

24 min Transcript
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David Lafferty, Senior Vice President and Chief Market Strategist at Natixis Investment Managers, discusses current market conditions and his 2020 outlook. Amy Banse, Head of Funds at Comcast Ventures, discusses the venture capital landscape, competition, and current investments. Sarah Green Carmichael, Bloomberg Opinion columnist, on BlackRock’s Mark Wiseman being terminated for failing to disclose a personal relationship. Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, discusses the risk from rising interest rates. Hosted by Lisa Abramowicz and Paul Sweeney. Broadcasting Live from the Natixis Investment Managers headquarters in Boston.

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Published 2019-12-04

Liquidity Crisis Is Coming To Credit Markets: TCW's Rivelle

26 min Transcript
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Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why he sees a liquidity crisis coming. Laura Martin, Senior Analyst at Needham, and Mark Bergen, tech reporter for Bloomberg, on the Google founders changing the management structure. Dr. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discusses the OPEC meeting and the Saudi Aramco IPO. LivePerson CEO Rob LoCascio discusses the growth of AI chatbots. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Published 2019-12-03

The Amazon Threat Forces Grocers To Go High-Tech

26 min Transcript
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Matt Boyle, U.S. retail reporter for Bloomberg, on how supermarkets are preparing their high-tech battle against the existential threat of Amazon. Christian Magoon, CEO of Amplify ETFs and manager of the Amplify Online Retail ETF (IBUY), on Cyber Monday results. Brendan Murray, Bloomberg trade tsar, on France vowing retaliation over Trump's $2.4 billion tariff threat over a dispute over how Big tech is taxed. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on bond yields and the repo market. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-12-02

Revival Of Steel Tariffs May Be A Signal To China

27 min Transcript
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Brendan Murray, Bloomberg trade reporter, and Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, discuss Trump reinstating tariffs on steel and aluminum from Argentina and Brazil. Brendan Brown, Senior Fellow at The Hudson Institute, on why monetary pessimism has been a good guide to investment. Sarah Halzack, Bloomberg Opinion retail columnist, on Cyber Monday. Stephen Liberatore, Lead Fixed Income ESG Portfolio Manager at Nuveen, on bond markets, FOMC and rates. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-11-27

Eco Data, Black Friday, Venture Capital

24 min Transcript
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Dan North, Chief Economist at North America at Euler Hermes, on this morning’s eco data. Sarah Halzack, Bloomberg Opinion retail columnist, will discuss retail sales and preview Black Friday. Mark Hamrick, Senior Economic Analyst for Bankrate, will discuss a Black Friday survey, which forecasts how much money Americans will be spending this holiday season. Matt Miller, CEO of Embroker, will discuss a Venture Capital report on the state of U.S startups.

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Published 2019-11-27

Economy, UK Election, Home Sales

28 min Transcript
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Chris Rupkey, Managing Director & Chief Financial Economist, MUFG Union Bank NA, will discuss the economy, market outlook, and the Fed. Marcus Ashworth, Bloomberg Opinion Columnist, will discuss the latest with the UK election, as polls showed the ruling Conservative party’s lead narrowing into a December election. Jeff Taylor, Co-Founder and Managing Director at Digital Risk, on new/pending home sales. Komal Sri-Kumar, Sri-Kumar Global Strategies President, will discuss the unrest in Hong Kong, along with the latest developments in U.S, China trade negotiations.

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Published 2019-11-25

Markets, Trade Negotiations, & Uber

24 min Transcript
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Drew Matus, Metlife Investment Management Chief Market Strategist, will discuss the markets and economy. Henrietta Treyz, Veda Partners Managing Partner & Director of Economic Policy Research, on U.S, China trade negotiations. Clark Kendall, President and CEO of Kendall Capital, will discuss what's moving the markets, the impact of the Fed moves, and tariffs. Nate Lanxon, Bloomberg European Technology Editor, will discuss Uber losing its London license over concerns for rider safety.

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Published 2019-11-22

Trade, Fixed Income, Kelley Blue Book

27 min Transcript
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Brendan Murray, Bloomberg Trade Tsar, will discuss the latest on the U.S, China trade negotiations. Ken Monaghan, Co-Director of Global High Yield at Amundi Pioneer, will discuss fixed income, primarily high yield. Daniel Skelly, Head of Equity Model Portfolios and Market Strategy at Morgan Stanley Wealth Management, will discuss the state of the markets. Karl Brauer, Kelley Blue Book Executive Publisher, to highlight this year’s Kelley Blue Book.

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Published 2019-11-21

Stocks Slip from Records; U.S. Consumer Comfort Climbs

24 min Transcript
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Danielle DiMartino-Booth, the Founder of Quill Intelligence and a Bloomberg Opinion columnist and Katerina Simonetti, UBS Financial Services Private Wealth Advisor, talk about stocks slipping from record highs. Bart Van Ark, Conference Board’s Chief Economist, discusses consumer confidence and Petco CEO Ron Coughlin about the pet business.

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Published 2019-11-20

Stocks Slip on Trade Concerns

17 min Transcript
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Ben Emons, Managing Director at Medley Global Advisors, and Phil Orlando, Chief Equity Market Strategist at Federated Investors, talk about stocks falling on trade concerns. Michael Alkire, President of Premier Inc., talks about the healthcare industry.

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Published 2019-11-19

Gol's Lark on Airline Business in Brazil

24 min Transcript
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Richard Lark, Chief Financial Officer of Gol Linhas Aereas, talks about the airline business in Brazil. Andrea Olshan, Chief Executive Officer of Olshan Properties, Jennifer McLean, Chief Financial Officer of Kushner Companies and Richard Ruben, Chief Executive Officer of Ruben Companies, talk about the real estate industry from the Berdon 2019 Real Estate Industry Executive Forum.

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Published 2019-11-15

Mark Vitner, senior economist at Wells Fargo Securities,

27 min Transcript
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Mark Vitner, senior economist at Wells Fargo Securities, talks about trade optimism and retail sales rebounding. David Kotok, Cumberland Advisors Chief Investment Officer, on stocks trading at record highs. Adam Price, CEO of Waitr Holdings, talks about food delivery services. Matt Robinson of BN on WeWorks.

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Published 2019-11-13

Powell's Testifies and Impeachment Hearings (Podcast)

19 min Transcript
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Diane Swonk, Grant Thornton Chief Economist, talks about Federal Reserve Chairman Jerome Powell's Congressional Testimony. Bloomberg News Reporter Alex Harris on the Fed losing its grip on U.S. Interest Rates. Bloomberg News Reporter Ari Natter discusses the Impeachment Hearings. They all speak with Paul Sweeney and Lisa Abramowicz.              

                                 

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Published 2019-11-13

Stocks Rise Before Trump Speech

26 min Transcript
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Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence and Kevin Cummins, economist at Natwest Markets Securities, preview President Donald Trump's speech at the Economic Club of New York. Geetha Ranganathan, US media analyst at Bloomberg Intelligence, talks about Disney's Streaming Service. Stephen Schork, Schork Group President, looks at the oil market with Lisa Abramowicz and Paul Sweeney.

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Published 2019-11-04

Stocks Rise to Record, Bonds Fall

11 min Transcript
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Patrick Palfrey, equity strategist at Credit Suisse talks about stocks climbing to records. Chris Rupkey, MUFG Union Bank Chief Financial Economist, discusses Treasuries tumbling as trade optimism fuels demand for risk assets.           

                                 

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Published 2019-11-01

Stocks Jump after October Jobs Report

18 min Transcript
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Global Payments Chief Executive Officer Jeff Sloan talks the company's profit topping estimates. Steve Blitz, Chief U.S. Economist at TS Lombard, reacts to the October Jobs report. Tim Fiore, chairman of the ISM's Manufacturing Business Survey Committee, talks about a gauge of U.S. manufacturing trailing estimates for October.

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Published 2019-10-31

Stocks Drop on Trade Concerns; Fed Cuts Rates

24 min Transcript
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Tony Rodriguez, chief fixed income strategist at Nuveen reacts to the Fed's interest rate cut. Kristina Hooper, chief global strategist at Invesco, talks about today's stock drop on trade concerns. Mark Stoeckle, chief executive officer and senior portfolio manager at Adams Funds, discusses the merits of long-term investing.

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Published 2019-10-29

Beyond Meat CEO on Earnings, Competition & Costs

7 min Transcript
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Lisa Abramowicz and Paul Sweeney talk to Ethan Brown, President and founder of Beyond Meat Inc. Several analysts cut their price targets following earnings that raised questions about rising competition, slowing growth and higher operational costs. Results were also partially overshadowed by Tuesday’s expiration of a shareholder lockup. Under the arrangement, about 75% of shares outstanding become eligible for sale today.

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Nela Richardson, investment strategist at Edward Jones, talks about the stock market at record highs. Lynn Franco, director of economic indicators at the Conference Board, on U.S. consumer confidence unexpectedly falling to a four-month low. Ted Smith, President of Union Square Advisors on the IPO market.

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Bloomberg News Luxury Reporter Kim Bhasin on Louis Vuitton Owner Offering $14.5 Billion for Tiffany. Bloomberg Intelligence Analyst James Bach on Microsoft Winning big Pentagon Contract. R.J. Gallo talks about the fixed income markets. Michael Bollinger, Head of Emerging Markets Asset Allocation at UBS Global Wealth Management talks about the Presidential Elections in Argentina.

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Published 2019-10-25

Amazon, Real Estate, & Tech Sector

26 min Transcript
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Alex Webb, Bloomberg Opinion Technology Columnist, will discuss Amazon’s disappointing third quarter earnings. Yoav Sharon, Portfolio Manager, Driehaus Capital Management, will discuss macro market moves and how to deal with volatility. Melissa Reagen, Head of Research, Americas, at Nuveen Real Estate, will discuss her team’s recently published Q4 outlook, where they discuss why real estate is an attractive alternative to avoid market volatility for the remainder of 2019. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, on 3Q Tech sector results.

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Published 2019-10-24

Global Business, Technology, Twitter & Amazon

27 min Transcript
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Broadcasting Live in NY @ Withum’s 7th Annual Global Summit. Jason Mariarathanam, Senior Consultant at HLB Van Daal, and a panelist at today’s Summit, on the effects technology has on global business, and where they think it is heading in the future. Michael Kaminsky, COO for HMTX Industries, will discuss his perspective on where the movement of goods around the world is going, and how we can optimize the delivery of goods and services, the workplace experience, and operational efficiency. Tom Angell, Practice Leader of Withum’s Financial Services Group, will discuss the current financial environment we are in, and where they see the future of finance heading. Jitendra Waral, Senior Internet Analyst for Bloomberg Intelligence, on tech earnings for Twitter and Amazon.

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Published 2019-10-22

Markets, Cannabis Industry, Yelp Survey

25 min Transcript
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Greg Hahn, Chief Investment Officer for Winthrop Capital Management, on market outlook and investing. Alison Williams, Bloomberg Intelligence Senior Financial Analyst, on UBS earnings. Jeremy Jacobs, Co-Founder and Chairman of Enlighten, and Colby McKenzie, Co-Founder of Enlighten, will discuss trends within the marketing space, and how they translate to the cannabis space. Carl Bialik, Yelp's Data Science Editor, on key findings from Q3 Yelp Economic Average survey.

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Published 2019-10-21

Brexit, Trade, Consumer Tech

24 min Transcript
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Mario Tadeo, Bloomberg News EMEA Reporter, will discuss the latest on Brexit. Troy Gayeski, Co-Chief Investment Officer at Skybridge, will discuss the current developments in the China trade war and its impact on markets. Max Nisen, Bloomberg Healthcare Columnist, will discuss news that the three largest U.S. drug distributors and a major generic-drug manufacturer, have agreed to pay more than $250 million to settle the first federal trial over the companies’ role in fueling the U.S. opioid epidemic. Derek Forbes, CEO of Stardust, on how interactive consumer tech allows businesses to develop a deeper understanding of their customers.

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Published 2019-10-17

Brexit, Morgan Stanley, & Trump Under Fire

22 min Transcript
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Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, will discuss EU and UK reaching an agreement on Brexit. Alison Williams, Bloomberg Intelligence Senior Financial Analyst, on Morgan Stanley earnings. WEX CEO Melissa Smith, will discuss WEX’s healthcare division and how health savings accounts can be leveraged as broader personal finance tools. Steven Dennis, Bloomberg News Congressional reporter, will discuss President Trump coming under fire from allies as GOP blasts Syria reversal.

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Published 2019-10-16

Global Markets, Fixed Income, Rebuilding Puerto Rico

27 min Transcript
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Luois Lau, Brandes Investment Partners portfolio manager, on political turmoil impacting the global markets. Josh Jalinski, Jalinski Advisory Group President, on his new book "Retirement Reality Check." The Honorable Rod Phillips, Finance Minister for the government of Ontario, on Canadian Fixed income. Ricardo Alvarez-Diaz, Alvarez-Diaz & Villalon CEO, on rebuilding and investing in Puerto Rico. Hosted by Paul Sweeney and Lisa Abramowicz.

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