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Bloomberg: Taking Stock

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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.
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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

Get Paid, But Only For Beating Benchmarks: Peter Kraus

9/20/2018
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Peter Kraus, Founder and Partner of Aperture Investors and former CEO of AllianceBernstein, on launching a new approach to fund management: performance-based pay, and fees only if they beat the market. Lananh Nguyen, FX reporter for Bloomberg, on how dollar traders see the Fed's next rate hike as a big sell signal. Tom Orlik, Chief Economist for Bloomberg Economics, discusses the impact of a drawn out U.S.-China trade war, and China's plan for an import tax cut. Shira Ovide, Bloomberg...

Duration:00:28:59

Debt ETFs Could Grow to $2 Trillion: BlackRock’s Tucker

9/19/2018
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Matt Tucker, Head of iShares Americas Fixed Income Strategy at BlackRock, on the fixed income market and consumer flows. Sam Masucci, CEO of ETF Managers Group, on money flowing out of cyptocurrencies into cannabis ahead of Canada legalizing weed on Oct 17. Mike Jackson, Chairman, CEO and President of AutoNation, discusses why he is stepping down and making the transition to Executive Chairman in 2019, and what lies ahead for the company. Danielle Hale, Chief Economist for Realtor.com,...

Duration:00:29:29

Dunkin’s Travis: Public Companies Profit From Scrutiny

9/18/2018
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Nigel Travis, Executive Chairman of Dunkin' Brands, discusses his new book, "The Challenge Culture," and outlook for the brand. Leland Miller, CEO of China Beige Book International, on China retaliating to Trump imposing $200 billion in tariffs, and how China’s economy may be impacted. Scott Lawlor, CEO of Waypoint Residential, on the real estate cycle, housing trends and investment opportunities. Julian Lee, Bloomberg oil strategist in London, on how Iran sanctions are biting and impacting...

Duration:00:30:40

China Retaliation On Tariffs Could Punish Supply Chains

9/17/2018
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Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations, on the latest tariffs push in the Trump/China trade war. Denise Chisholm, Sector Strategist at Fidelity, on outlook for markets and sector analysis. Kyle Stock, senior correspondent for Bloomberg, on how self-driving cars can't handle rain, sleet or snow. Dr. Ellen Wald, energy analyst and President of Transversal Consulting, and Toby Harshaw, Bloomberg Opinion editor, on oil byproduct loopholes in...

Duration:00:28:33

Consumers May Balk At Paying For Outage-Proof Utilities

9/14/2018
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GUESTS: Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on impact to utilities from Hurricane Florence. Michael Brandes, chief investment strategist of Itaú Private Bank, on emerging markets, corporate bond markets and central banks. Chris Macke, Founder of Solutionomics, on why the Republican push for "Tax Reform 2.0" would add insult to injury, and what his solution would be. Bloomberg's Kristine Owram, Canadian cannabis reporter, and Tara Lachapelle, deals...

Duration:00:31:06

Wall Street’s Shale Mania Is Like The First Dotcom Bubble

9/13/2018
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GUESTS: Bethany McLean, co-author of the bestseller "The Smartest Guys In The Room: The Amazing Rise and Scandalous Fall of Enron," discusses her new book, "Saudi America SAUDI AMERICA: The Truth About Fracking and How It’s Changing the World." Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Financial Group (NYSE: CFG), to discuss M&A trends in the market, tax and regulatory reform, and the loan environment. Vincent Cignarella, Global Market Strategist for Bloomberg,...

Duration:00:26:38

Drug Prices Increased 35 to 435%, Despite Trump Pledge

9/12/2018
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Michael Rea, Founder and CEO of RX Savings Solutions, discusses how drug companies are ignoring Trump and raising prices, and the increase in spread pricing from PBMs. Hosted by Pimm Fox and Lisa Abramowicz. Mark Gurman, technology reporter for Bloomberg, reporting from Apple headquarters in Cupertino as the new product lineup is unveiled. Marty Sass, Chairman and CEO of MD Sass Associates, on his current investment strategy and market outlook. Tim Ross, UK government reporter for Bloomberg,...

Duration:00:28:08

CalSTR's Ailman: Market Shifting To Private Companies

9/11/2018
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Chris Ailman, Chief Investment Officer for CalSTRS, on his investment strategy, trade wars, and hedging the portfolio. Jim Anderson, CEO of SocialFlow, on creating a new blockchain-enabled digital advertising system that replaces the traditional ad model. Jeffrey Flynn, insurance analyst for Bloomberg Intelligence, and Brian Sullivan, energy and commodities reporter for Bloomberg, on Hurricane Florence, and which insurers are at risk. Mariana Mazzucato, economics professor and Director of...

Duration:00:39:18

Argentina Has ’Passed The EM Test’ While Turkey Fails

9/10/2018
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Eric Fine, Portfolio Manager:Emerging Markets Fixed Income Strategy for Van Eck Global, on emerging market strategy, and why he still likes Argentina. Porter Bibb, Managing Partner for MediaTech Capital Partners, on Les Moonves' departure from CBS, and what it means for the company. David Garrity, CEO of GVA Research, on Apple's upcoming product launch and impact of President Trump's twitter attack on Apple's production abroad. Aaron Brown, Bloomberg Opinion columnist and former head of...

Duration:00:29:17

See Tesla At $88 By End of 2019: Vertical's Johnson

9/7/2018
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Gordon Johnson, Analyst and Managing Director at Vertical Group, on Tesla shares tanking after two top executives announced their departures, a day after CEO Elon Musk smoked a joint during an interview. Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on EM currencies and potential contagion. Kimberly Robinson, Supreme Court reporter for Bloomberg Law, on the Kavanaugh hearings, and what to expect next. Chris Low, Chief Economist at FTN Financial, on jobs data, the...

Duration:00:27:04

We Have All The Elements Of EM Contagion: Bill Rhodes

9/6/2018
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"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisor on the emerging markets meltdown, Argentina, and trade negotiations. Bloomberg Opinion columnist Al Hunt discusses the anonymous NY Times op-ed, and what it means for the country and state of play in the White House. Clint Watts, Senior Fellow at the Foreign Policy Research Institute and Senior Fellow at the Center For Cyber and Homeland Security at The George Washington University, on how authoritarians...

Duration:00:29:50

Former Apple Engineer Unveils Jobs' Creative Process

9/6/2018
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Ken Kocienda, former Principal Engineer of iPhone software at Apple, discusses his new book, "Creative Selection: Inside Apple’s Design Process During the Golden Age of Steve Jobs." Mark Douglas, CEO of SteelHouse, weighs in on Twitter and Facebook testifying before the Senate today on election security. Manuel Henriquez, founder and CEO of Hercules Capital (NYSE: HTGC), on the IPO market for technology and life sciences companies and the venture lending landscape. Tom McGee, President and...

Duration:00:28:03

Expect Kavanaugh To Deflect With 'Settled Law' Jargon

9/4/2018
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June Grasso, legal analyst and Bloomberg Law host, on what to expect from the Brett Kavanaugh Senate hearings. Burt Flickinger, Managing Director for Strategic Resource Group, on Nike's new ad campaign featuring Colin Kaepernick. Damian Sassower, Chief Emerging Markets Strategist for Bloomberg Intelligence, on Argentina and South Africa, and EM contagion. Shawn Donnan, Senior Reporter, Trade and Globalization for Bloomberg, on Trump's trade negotiations with Canada, and the $200 billion...

Duration:00:28:50

New China Tariffs Would Quickly Hurt Economy: Hufbauer

9/4/2018
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Gary Hufbauer, nonresident senior fellow at the Peterson Institute, on Trump's NAFTA renegotiation and how the Mexico agreement compares, and what Trump's goal is with trade for the US. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit market and current investment strategy. Gad Levanon, Conference Board's Chief U.S. Economist, discusses their new survey on how satisfied U.S workers are with their job. Toluse Olorunnipa, White House correspondent for...

Duration:00:29:15

Zero Tariffs Would Benefit EU Automakers More Than

8/30/2018
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Michael Dean, Senior Analyst: European Automotive for Bloomberg Intelligence, and Josh Wingrove, Canada government reporter for Bloomberg, on the EU offering zero tariffs on cars for the U.S., and the latest in the Canada NAFTA negotiations. David Dietze, President and Chief Investment Strategist at Point View Wealth Management, on Warren Buffett and Berkshire Hathaway. Rob Haworth, Senior investment strategist for U.S. Bank Wealth Management, on investing in commodities and the oil sector....

Duration:00:34:23

Investors Are Starting To Look At Argentinian Assets

8/30/2018
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Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina outlook after President Macri asked the IMF to speed up payments from its $50 billion credit line. Antonio Ortiz-Mena, former Head of Economic Affairs at the Mexican Embassy, and Senior VP at Albright Stonebridge Group, on Trump's trade agreement with Mexico and how it compares to NAFTA. Alex Wayne, Bloomberg White House Team Leader, on White House counsel Don McGahn leaving the White House in...

Duration:00:29:17

Hard to See Trump's Google Attack Spurring Change

8/29/2018
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Shira Ovide, Bloomberg Opinion technology columnist, on Trump tweeting that Google rigs its search results to display only negative stories about him. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, on markets, current investment strategy, and why this bull market is now "capacity-challenged." Joe Nocera, Bloomberg Opinion columnist, on why President Trump's Mexico deal reveals another deficit. Lynn Franco, Director of Economic Indicators at the Conference Board, and Yelena...

Duration:00:31:07

Trump's Desire For Bilateral Trade Is A Big Deal: Coy (Podcast)

8/27/2018
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Peter Coy, Economics Editor for Bloomberg Businessweek, on economic impact of a new trade deal with Mexico. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Elon Musk ending Tesla's bid to go public, and the OPEC supply monitoring meeting. Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, on monetary deceleration, and why he predicts economic disappointments and lower long-term yields. John Butler, Senior Telecom Services & Equipment Analyst...

Duration:00:30:58

Sharp Fall In The Yuan Is Big Risk To Global Growth (Podcast)

8/27/2018
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Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how US-China trade issues can impact global markets. Rick Helfenbein, American Apparel & Footwear Association president and CEO, on the new round of tariffs and impact to the apparel industry. IndyCar CEO Mark Miles on capturing the millennial audience, and why they're growing when other leagues are losing support. Gerrit de Vynck, Bloomberg technology reporter, on Trump using the international mail system to step up the...

Duration:00:30:42

Why Saudi Aramco Is Pursuing Sabic In Place Of An IPO

8/23/2018
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Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss why Saudi Aramco is pursuing the Sabic deal in place of an IPO, and what this means for the kingdom. Alan Bjerga, agriculture reporter for Bloomberg, on what the world will eat in the next decade. Bob Mintz, former federal prosecutor and Partner at McCarter & English, on what constitutes a campaign election violation, and what the risks are for President Trump. George Schultze, head of Schultze Asset...

Duration:00:31:41