Bloomberg: Taking Stock-logo

Bloomberg: Taking Stock

Economics >

Michael McKee and Kathleen Hays speak with analysts and fund managers who advise investors on stock picks. Drawing upon Bloomberg news and data, timely investment strategies are analyzed and debated by the top minds on Wall Street. Breaking news,earnings reports and market updates round out an informative and compelling wrap-up to the day's action.

Michael McKee and Kathleen Hays speak with analysts and fund managers who advise investors on stock picks. Drawing upon Bloomberg news and data, timely investment strategies are analyzed and debated by the top minds on Wall Street. Breaking news,earnings reports and market updates round out an informative and compelling wrap-up to the day's action.
More Information

Location:

Atlanta, GA

Description:

Michael McKee and Kathleen Hays speak with analysts and fund managers who advise investors on stock picks. Drawing upon Bloomberg news and data, timely investment strategies are analyzed and debated by the top minds on Wall Street. Breaking news,earnings reports and market updates round out an informative and compelling wrap-up to the day's action.

Twitter:

@mckonomy

Language:

English


Episodes

We are starting to see the fruit of regulatory easing: Terrazas

6/19/2018
More
Aaron Terrazas, Zillow senior economist, on new homes starts data, and the housing market. Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on U.S trade and tariffs. David Carrington, Jefferson County Commissioner in Alabama, will discuss how Jefferson County Commission saved $14.2 million by refinancing existing debt. Micheal Rea, CEO of RX savings solutions, regarding the latest with the drug price debate and Trump policy.

Duration:00:29:01

Hard to Price in Tarrifs: Michael Zezas

6/18/2018
More
Tom Halverson, CEO of CoBank, discusses the US farm economy in light of Trump tariffs and trade wars. Aaron Kennon, Chief Executive Officer at Clear Harbor Asset Management, on markets and investing. Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan Stanley, on U.S tariffs on Chinese imports. Jamie Gilpin, CMO at Sprout Social, will discuss the data in their recent report as it relates to Facebook still reigning as the supreme social network, and how businesses...

Duration:00:28:16

Other Countries Are Going To have To Learn To Deal With President Trump : Jack Devine

6/18/2018
More
Joining Bloomberg Markets AM today is Andrew Mayeda, Bloomberg Economics Reporter, to discuss the impact of the tariffs on trade. Also joining the show is Paul McNamara, Investment Director at GAM UK to talk emerging markets. We also have Greg Hahn, Winthrop Capital Management, President and CIO, to discuss the bond markets. And rounding out today’s show is Jack Devine, Founding Partner and President of the Arkin Group on his latest intelligent report on North Korea and the Trump...

Duration:00:27:03

Health Care Investing and Economic Outlook

6/14/2018
More
Joining the Bloomberg Markets AM show is Scott LI, Principle of CRG private health sector, discussing their acquisition of Envision health care corporation. Also joining the show is 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 economic outlook. We also speak with Gerry Smith, Bloomberg Media Reporter, on his recent article "Disney Under Gun to Respond to Comcast's $65 Billion Fox...

Duration:00:28:44

Oil reports are very Normal : Stephen Schork

6/13/2018
More
Stephen Schork, President of the Schork Group, on oil markets, natural gas, and upcoming OPEC meeting. Roger Hargens, CEO of Accumold, on the wearable market, and how they are tackling the skilled worker shortage. Jim Kee, President of South Texas Money Management, will discuss the markets, the economy, and investment strategy. an outlook for the economy and markets.

Duration:00:21:22

Look at Value Compared to growth says Bent Hunt

6/13/2018
More
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses CPI data, the FOMC, the range bound market, and treasury futures. Ben Hunt, Chief Investment Strategist at Salient, will discuss inflation and economic data. Chris Thompson, President and CEO, Brand USA, will discuss the state of international travel to the U.S, and marketing strategies implemented to promote the country as a premier and welcoming destination. Evan Brown, (CFA) Director of Asset Allocation in...

Duration:00:30:30

Markets may be facing disrespectful tweet fatigue : Paulsen

6/11/2018
More
Joel Levington, Senior Credit Analyst for Bloomberg Intellligence, will discuss why GE bonds may have bottomed, and why auto bonds have been among the worst this year. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, on markets, risks and current investment strategy. Paul Galvin, Chairman and CEO of SG Blocks, will discuss how the company is bringing greener container-based modules to the mainstream of modular construction. Cohen & Steers Tyler Rosenlicht, SVP and PM of...

Duration:00:30:09

Eric Wiegand, Senior Portfolio Manageron markets and investing

6/11/2018
More
Rick Helfenbein, president and CEO of the American Apparel & Footwear Association (AAFA), on how tariffs will end up costing the American consumer. Andrew Stoltmann, Securities Fraud Attorney at Stoltmann Law Offices, will discuss how Warren Buffet and Jamie Dimon are teaming up to call for the end to quarterly earning guidance by companies. Damian Sassower, fixed income strategist for Bloomberg Intelligence, will discuss the latest news with emerging market economies. Eric Wiegand, Senior...

Duration:00:30:40

The Market has Distinct Trading Pattern : Phil Orlando

6/8/2018
More
Matt Forester, Chief Investment Officer for BNY Mellon Lockwood Advisors, will discuss key concerns with the markets today, and how they’re likely to impact investors. Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team, J.P. Morgan Asset Management, will discuss the state of the markets and the global economy. Phil Orlando, Chief Equity Market Strategist at Federated, on the confluence of politics, economics and the financial markets. Vincent...

Duration:00:35:10

Expectations around the Fed have Waxed and Waned : Marvin Loh

6/6/2018
More
Anne Mathias, Global Rates & Foreign Currency Strategist for Vanguard, on global interest rates, the Fed, and inflation. Ram Nagappan, Chief Information Officer at BNY Mellon Pershing, on fintech and the era of the digital advisor. Simon Roy, Simon Roy, President and CEO of Invesco's robo-advisor Jemstep, on trends in the robo-advisory landscape, growth, and upending the wealth management industry. Marvin Loh, Managing Director Senior Global Markets Strategist, BNY Mellon, on fixed income.

Duration:00:29:19

China, Asset Management and Investing Strategies

6/5/2018
More
Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Carson Block, Chief Investment Officer, Muddy Waters Capital LLC, discussing China's impact on US capital markets. Also joining Pimm and Lisa is Yie-Hsin Hung CEO, New York Life Investment Management LLC, on the state and future of asset management. We also have David Hunt, President and CEO of PGIM, on investment strategies. And Shira Ovide, Bloomberg Technology Columnist, on the rally in FAAMG stock and how they are at records.

Duration:00:27:59

Trade issues, Re-branding and Luxury Beds

6/4/2018
More
Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Alberto Gallo, Partner and Portfolio Manager of Macro Strategies at Algebris UK Limited, discussing trade issues between US/EU and those effects on the economy. Also joining Pimm and Lisa is Tatiana Darie, Health Care Reporter for Bloomberg, reporting from the American Society of Clinical Oncology (ASCO) conference, with the midcaps stock to watch. Also, John Seifert, Ogilvy Chairman and CEO, to discuss why they are rebranding...

Duration:00:28:38

Job Switchers, Not Stayers, Will Get The Wage Increases: Slok

6/4/2018
More
Torsten Slok, Chief International Economist at Deutsche Bank, on jobs, the global economy, Italy and the euro. David Weil, Dean of the Heller School at Brandeis University, discusses wage stagnation, and whether it's reflected in consumer data. Clint Watts, Senior Fellow at the Foreign Policy Research Institute, discusses his new book, "Messing With The Enemy: Surviving in a Social Media World of Hackers, Terrorists, Russians and Fake News." Debbie Shon, trade lawyer with Quinn Emanuel, and...

Duration:00:29:48

Trump Steel Tariffs Will Hurt As Much As They Will Help: Deaux

6/1/2018
More
Joe Deaux, Metals & Mining reporter for Bloomberg, on Trump slapping steel tariffs on the United States’ closet allies: EU, Canada, and Mexico. John Moninger, Managing Director at Eaton Vance, on results of their Top of Mind Index (ATOMIX) which lays out the biggest market concerns are for financial advisors and their clients. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on Italy and Spain. Brian O’Kelley, CEO and co-founder of AppNexus, the leading independent...

Duration:00:29:10

Too Early To Go Long Italy Debt But EU Banks Look Good: Hickmore

5/31/2018
More
Luke Hickmore, Senior Investment Manager for Aberdeen Standard Investments, on Italian assets. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on China trade and NAFTA. Scott Vernick, partner at Fox Rothschild and data privacy expert, discusses the rollout of GDPR, and consequences for businesses. Matt Townsend, Global business reporter for Bloomberg, on how corporations are spending the $30 billion in tax cuts that were put in their pockets in the first quarter.

Duration:00:29:03

$11 Billion EM Investor Is Sticking With Brazil Despite Strike

5/30/2018
More
Paul McNamara, Investment Director for emerging markets at GAM UK Ltd., discusses how the strike by Brazilian truck drivers is impacting global commodity markets. Fernando Napolitano, President and CEO of the Italian Business & Investment Initiative, discusses Italy’s governmental politics and the impact it’s having on the country's business community. Betsey Stevenson, Former Chief Economist at the US Department of Labor and Associate Professor of Public Policy at the University of...

Duration:00:30:01

Commercial Real Estate and Money Issuance

5/25/2018
More
Felice Maranz, Equity Reporter for Bloomberg, joins Bloomberg Markets AM to discuss the cracks in the commercial real estate market. Also joining Pimm and Lisa is Joe Mysak, Editor for Bloomberg Brief: Municipal Market- on Municipalities and new money issuance. Also joining in studio is Sylvia Jablonski, Managing Director of Capital Markets and Institutional ETF Strategist at Direxion Investments, discusses sector trade ideas.

Duration:00:19:20

Danger Is Building In Some Emerging Markets: Bill Rhodes

5/25/2018
More
Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the big news impacting the global economy: Turkey, Italy, China trade and Korea, and Venezuela. Alan Baum, auto analyst and Principal at Baum and Associates, on impact of Trump calling for an investigation of auto imports, and potential 25% tariffs. Arnold Kakuda, Banking and Credit Analyst for Bloomberg Intelligence, on Deutsche Bank's revamp plan, and impact of the Dodd-Frank repeal. Gary A. Naumick,...

Duration:00:41:02

EM Countries With Weaker Fundamentals See Repricing: BBH's Thin

5/23/2018
More
Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on emerging markets, currencies, and Turkey in freefall. Matt Miskin, market strategist for John Hancock Investments, on why the yield curve will invert if the Fed hikes four times. Logan Mohtashami, Senior Loan Officer for AMC Lending, on why there is no such thing as affordable housing in America. Leigh Curyer, CEO of uranium mining company NexGen Energy, on how Russia may countersanction uranium, and the outlook...

Duration:00:32:08

Venezuela Has a Refugee Crisis Of Syrian Magnitudes: Hausmann

5/21/2018
More
Ricardo Hausmann, Harvard economist and Former Minister of Planning for Venezuela, discusses Venezuela’s elections and economic outlook.Alan Bjerga, agriculture reporter for Bloomberg, on how the agriculture sector is hurting from GOP policies on trade, NAFTA, and the rejection of farm legislation in the House.Leigh Curyer, CEO of uranium mining company NexGen Energy, on how Russia may countersanction uranium, and the outlook for nuclear energy. Travis Briggs, CEO of ROBO Global, on...

Duration:00:35:12