Taking Stock

Informações:

Synopsis

Carol Massar and Michael McKee 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. Hosted by Michael McKee, Kathleen Hays

Episodes

  • Mixed Jobs Numbers Hard for Markets to Digest

    04/06/2021 Duration: 29min

    Anders Persson, Chief Investment Officer of Global Fixed Income at Nuveen, discusses the May jobs report, fixed income markets, and the health of the economy. George Ferguson, Bloomberg Intelligence Senior Airlines Analyst, discusses the health of the airline industry, summer travel, and business travel recovery. Yelena Shulyatyeva, Bloomberg Intelligence Senior US Economist, discusses the May jobs report. Timothy O’Brien, Bloomberg Opinion Columnist, discusses his Bloomberg Opinion column, "How Microsoft Let Skype Lose Out to Zoom."

  • E-Commerce & Supply Chains with Kornit Digital CEO

    03/06/2021 Duration: 24min

    Ronen Samuel, CEO of Kornit Digital on on-demand production, supply chain shocks, and the textile industry during pandemic. Laura Davison, Bloomberg Tax Reporter, discusses President Biden's 15% minimum corporate tax proposal in latest offer in talks on infrastructure. Kevin Thorpe, Global Chief Economist at Cushman and Wakefield, discusses commercial real estate trends and what’s next for US office sector. Chris Bryant, Bloomberg Opinion Columnist, discusses his opinion piece, "AMC's Boss Is Too Chummy With the Reddit Crowd."

  • Inflation is Here to Stay

    02/06/2021 Duration: 26min

    Aadil Zaman, Partner at Wall Street Alliance Group discusses inflationary pressure on wages, and the pending U.S. infrastructure package. Dr. David Giljohann, CEO of Exicure discusses a new class of therapeutics used to treat diseases and the power of new technologies to develop treatments faster and cheaper. Kristina Hooper, Chief Global Market Strategist at Invesco, discusses the health of the U.S. economy, soaring housing prices, and wage growth. George Goldsmith, CEO of Compass Pathways discusses the mental health landscape and the integration of clinically driven psychedelic therapies.

  • ISM Manufacturing & the Burning Hot Economy

    01/06/2021 Duration: 25min

    Timothy Fiore, Chairman of the Manufacturing Business Survey from the Institute for Supply Management discusses the monthly Manufacturing ISM report. Main Street USA is opening back up. Jay DesMarteau, Head of Commercial Distribution at TD Bank discusses the health of small business as the country emerges from the pandemic. David Siemer, CEO of Wave Financial discusses cyptocurrency volatility, yield strategies, and the future for FCC approved crypto ETFs. Vincent Deluard, Global Macro Strategist at StoneX, discusses hyper-growth stocks, and the industries leading the way in the coming decade. Hosted by Paul Sweeney and Matt Miller.

  • Crowdfunded Loans Helping Small Business Grow (Podcast)

    28/05/2021 Duration: 27min

    Chris Tsakalakis, CEO of Kiva, discusses the global non-profit and how crowdfunding is helping small business. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest coronavirus news. Susan Berfield, Senior Investigative Reporter for Bloomberg BusinessWeek, talks about the Big Take story of the day, "First U.S. City to Back Reparations Meets Hard Reality." Mike McGlone, Commodity Strategist for Bloomberg Intelligence, discusses the crypto market. Hosted by Paul Sweeney and Matt Miller.

  • Big Take: Cathie Wood Bad Spring Only A Blip (Podcast)

    27/05/2021 Duration: 28min

    Ben Steverman, Personal Finance Editor for Bloomberg News, discusses the Bloomberg Big Take story: "Cathie Wood's Bad Spring Is A Blip When Future Is So Magnificent." Mike Ciavarella, Chairman of the Board at Elys Game Technology Corp., discusses sports betting and the i-Gaming market. Bloomberg U.S. Luxury Reporter Kim Bhasin discusses Macy's plans to add a skyscraper to its flagship store. Dave King, Senior Portfolio Manager, Head of Income and Growth Strategies at Columbia Threadneedle Investments, discusses markets and his stock picks. Hosted by Paul Sweeney and Matt Miller.

  • Is Amazon's MGM Deal Just Another Whole Foods? (Podcast)

    25/05/2021 Duration: 31min

    Mark Douglas, CEO of SteelHouse, discusses the pending Amazon, MGM deal. Marc Roberts, Co-Founder and Owner of E11EVEN Hotel & Residences, discusses the entertainment sector and real estate as the pandemic eases. Michael Zezas, Managing Director, Head of U.S. Public Policy Research and Municipal Credit Strategy at Morgan Stanley, discusses the municipal bond market. Bloomberg Real Estate Reporter, Craig Giammona, talks home prices and the outlook for the housing market. Hosted by Paul Sweeney and Matt Miller.

  • Small Caps Still Have Room To Run: George Young (Podcast)

    24/05/2021 Duration: 27min

    George Young, Partner and Portfolio Manager with Villere & Co. gives his market outlook. Laura Davison, Bloomberg News Congressional Tax Reporter, discusses the latest with President Biden's tax proposals. Sonali Basak, Wall Street Reporter for Bloomberg News, talks all things SPACs. Everett Millman, Precious Metals Specialist with Gainesville Coins, talks gold, and gives his outlook on crypto. Hosted by Paul Sweeney and Matt Miller. (Taylor Riggs fills in for Matt Miller)

  • The Great Mask Debate Continues (Podcast)

    21/05/2021 Duration: 25min

    Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, discusses the latest coronavirus news. Bill Studebaker, President and CIO at ROBO Global, discusses technology ETFs. Tom Orlik, Chief Economist for Bloomberg Economics, discusses the Big Take story of the day: "World-Dominating Superstar Firms Get Bigger, Techier, and More Chinese." Kyle Stock, Senior Correspondent for Bloomberg News, discusses the new electric Ford truck, the Lightning. Hosted by Paul Sweeney and Matt Miller.

  • The Case For Crypto After Market Meltdown (Podcast)

    20/05/2021 Duration: 26min

    Bobby C. Lee, Founder and CEO of Ballet, and Co-Founder and former CEO of BTCC, discusses the latest cryptocurrency news. Alison Williams, Senior Banks Analyst for Bloomberg Intelligence, discusses the management changes at Morgan Stanley. Managing Director at Strategic Resource Group, Burt Flickinger, gives the latest on retail earnings. Misyrlena Egkolfopoulou, Personal Finance Reporter for Bloomberg News, discusses her Big Take story: "$ASS Coin Billionaire: Tales From the Fringe of the Crypto Craze." Hosted by Paul Sweeney and Matt Miller.

  • Breaking Down The Bitcoin Drop (Podcast)

    19/05/2021 Duration: 29min

    Bloomberg Intelligence Commodity Strategist, Mike McGlone discusses the Bitcoin plunge. Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, former adviser at the Dallas Federal Reserve, Bloomberg Opinion contributor, and author of "FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America," gives her outlook on inflation and what she expects from the Fed minutes. Tai Lopez, Executive Chairman of Retail E-commerce Ventures (REV), discusses the retail landscape. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, gives his outlook on the markets. Hosted by Paul Sweeney and Matt Miller.

  • Corporate Boards Meeting Challenges In New World (Podcast)

    18/05/2021 Duration: 27min

    Renowned economist and best-selling author, Dambisa Moyo, discusses the road to U.S. economic recovery, and her new book, "How Boards Work: And How They Can Work Better in a Chaotic World." Dr. Jack Truong, CEO of James Hardie Industries, discusses April housing starts, quarterly earnings, and trends impacting the housing market. David Dietze, Managing Principal and Senior Portfolio Strategist at Peapack Private Wealth Management, discusses markets. Alison Williams, Senior Banks Analyst for Bloomberg Intelligence, discusses the latest JPMorgan news. Hosted by Paul Sweeney and Matt Miller.

  • Breaking Down The AT&T-Discovery Merger (Podcast)

    17/05/2021 Duration: 27min

    MoffettNathanson Founding Partners, Craig Moffett and Michael Nathanson, discuss the merger of AT&T and Discovery. Arron Kallenberg, Founder and CEO of Wild Alaskan Company, discusses the future of sustainable seafood. Greg Hahn, President and Chief Investment Officer of Winthrop Capital Management, talks markets. Mark Dowding, Chief Investment Officer for BlueBay Asset Management, discusses the latest on ESG investing, the markets, and green bonds. Hosted by Paul Sweeney and Matt Miller.

  • Dream Hotel Group CEO Optimistic On Travel (Podcast)

    14/05/2021 Duration: 32min

    Jay Stein, Chief Executive Officer of Dream Hotel Group, gives his outlook for the travel and hospitality industry. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, talks the latest news on CDC mask guidance. Jeff Carbone, Managing Partner at Cornerstone Wealth, discusses the latest on the Fed and markets. John Wu, President of Ava Labs, discusses mining cryptocurrencies. Hosted by Paul Sweeney and Matt Miller. (Taylor Riggs fills in for Matt Miller)

  • Elon Musk's U-Turn Move On Bitcoin (Podcast)

    13/05/2021 Duration: 23min

    Dan Ives, Managing Director of Equity Research at Wedbush Securities, discusses Elon Musk's announcement that Tesla will suspend vehicle purchases using Bitcoin. Kate Barton, Global Vice Chair of Tax at EY, discusses the latest on President Biden's tax proposals. Sean O'Hara, President of Pacer ETFs, discusses the latest on markets and the ETF landscape. Kevin Holleran, President and CEO of Hayward Industries Inc., discusses the outdoor living market with summer just around the corner, as well as the current chlorine shortage. Hosted by Paul Sweeney and Matt Miller. (Kailey Leinz fills in for Matt Miller)

  • State Of U.S. Infrastructure Demands Bold Action (Podcast)

    12/05/2021 Duration: 29min

    Ed Mortimer, Vice President of Transportation and Infrastructure at the U.S. Chamber of Commerce, and Greg Regan, President of the Transportation Trades Department for AFL-CIO, discuss the latest on infrastructure. Brian Smoluch, Principal, Portfolio Manager of Hood River Capital Management, discusses markets. Bloomberg Intelligence Commodities Strategist, Mike McGlone, discusses the cryptocurrency market. Commvault CEO, Sanjay Mirchandani, discusses data strategies as the growth in hybrid work continues. Hosted by Paul Sweeney and Matt Miller.

  • A Short-Term Pullback We Should Have Expected (Podcast)

    11/05/2021 Duration: 27min

    Kristina Hooper, Chief Global Market Strategist at Invesco, gives her market outlook. Tableau CEO, Mark Nelson, discusses the future of enterprise technology and how analytics can transform business. Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, discusses markets. CFA Institute President and CEO, Margaret Franklin, discusses ESG investing, as well as the Alpha Summit on May 18. Hosted by Paul Sweeney and Matt Miller.

  • Colonial Pipeline Shutdown: What Comes Next For Supply (Podcast)

    10/05/2021 Duration: 27min

    Founder and CEO of Infrastructure Capital Management, Jay Hatfield, discusses the effects of the Colonial Pipeline shutdown. Will Rhind, CEO of GraniteShares, discusses demand for commodities. Forge CEO, Kelly Rodriques talks SPACs, and how they've affected trading in private markets. George Bailey, Portfolio Manager: Investment Grade Credit at Aviva Investors, talks new issuance, and gives his outlook for credit markets. Hosted by Paul Sweeney and Matt Miller.

  • Market Looks Past April Jobs Report

    07/05/2021 Duration: 34min

    Brent Schutte, Chief Investment Strategist at Northwestern Mutual Wealth Management discusses the outlook for the U.S. Economy and markets. Rob Brown, Managing Director and CEO of North America for Lincoln International discusses the landscape and outlook for M&A markets. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine discusses the WHO's Approval of Sinopharm COVID-19 vaccine. Natalie Obiko Pearson, Bloomberg Vancouver Bureau Chief, discusses anti-Asian hate crimes in Vancouver. Hosted by Paul Sweeney and Matt Miller.

  • Mother's Day Has Become More Than Just Flowers (Podcast)

    06/05/2021 Duration: 29min

    1-800-FLOWERS.COM Inc. CEO, Chris McCann, discusses how the company has fared during the pandemic. Senior Portfolio Manager from Mellon, Manuel Hayes, discusses the evolving dynamic between high yield, fallen angels and rising stars. Henry Schein CEO, Stanley Bergman, discusses earnings, pandemic outlook, and medical equipment demand during the pandemic. Mark Baribeau, Head of Global Equity at Jennison Associates, explains why investors should resist making changes to portfolios during rotational periods. Hosted by Paul Sweeney and Matt Miller.

page 4 from 101