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

  • Shifting Values And Staying Motivated At Work (Podcast)

    05/05/2021 Duration: 28min

    Casey Wahl, CEO of Attuned, talks AI regulation and the way we work. Alex Amezquita, CFO, and John Agwunobi, CEO, of Herbalife Nutrition discuss the latest earnings and outlook. Jim Anderson, CEO of SocialFlow, explains the decision to uphold Donald Trump's suspension from Facebook. Jordan Goldstein, Global Director of Design at Gensler, discusses building sustainability. Hosted by Paul Sweeney and Matt Miller. (Kailey Leinz fills in for Paul Sweeney)

  • Teremana Tequila: A Record Breaking First Year (Podcast)

    04/05/2021 Duration: 27min

    Jenna Fagnan, Co-Founder of Teremana Tequila, discusses the spirits industry, and how consumers latched-on to the brand during the pandemic. Osprey Funds CEO, Greg King, discusses the cryptocurrency market. Ira Jersey, Chief U.S. Rate Strategist for Bloomberg Intelligence, talks treasury refunding. Edward Price, former British trade official and current political economy adjunct at NYU, discusses the Fed and inflation concerns. Hosted by Paul Sweeney and Matt Miller.

  • Power Tool Demand Booms During Pandemic (Podcast)

    03/05/2021 Duration: 29min

    Jim Loree, Chief Executive Officer at Stanley Black & Decker, discusses earnings and post-pandemic outlook for the company. Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, Phil Orlando, talks the latest on earnings season. Entertainment & Deals Columnist for Bloomberg Opinion, Tara Lachapelle, discusses her latest column "Netflix's First Big Buy Should Be Discovery." Scott Wren, Senior Global Market Strategist for Wells Fargo Investment Institute, gives his current investment strategy and the latest on markets. Hosted by Paul Sweeney and Matt Miller.

  • Victory Lap For Amazon: Earnings Beat Estimates Again (Podcast)

    30/04/2021 Duration: 28min

    Burt Flickinger, Managing Director at Strategic Resource Group, discusses the latest on Amazon earnings. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, discusses the latest on the coronavirus and vaccines. Sal Gilbertie, CEO, President, CIO, and Founder of Teucrium, talks agriculture commodities and what's driving the current highs. Laura Martin, Senior Media Analyst at Needham, gives us the latest take on big tech earnings. Hosted by Paul Sweeney and Matt Miller.

  • Taking NY Re-Opening News With Grain Of Salt: IMAX CEO (Podcast)

    29/04/2021 Duration: 25min

    IMAX CEO, Richard Gelfond, discusses Mayor Bill de Blasio's call to fully re-open New York City by July 1, and what that means for movie theaters. Chief Economist at KPMG, Constance Hunter, talks first quarter GDP, and gives her outlook for what's to come. SteelHouse President and CEO, Mark Douglas, talks Apple, and how the latest privacy changes won't hurt Facebook. President and CIO of Frost Investment Advisors, Mace McCain, gives the latest on the Fed, inflation, and general market outlook. Hosted by Paul Sweeney and Matt Miller.

  • A Deep Dive Into Oil Demand (Podcast)

    28/04/2021 Duration: 28min

    Regina Mayor, Global Energy Leader at KPMG, discusses oil supply and demand. Stephen Kane, Group Managing Director and Portfolio Manager at TCW, talks fixed income, the Fed, and where he is seeing market opportunity. Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Financial Group, discusses what's next for business and economic recovery. Chief Investment Officer at UMB, KC Mathews, discusses the latest on tax policy, and how changes might impact market outlook. Hosted by Paul Sweeney and Matt Miller.

  • Looking Forward For Verizon Business, What Comes Next (Podcast)

    27/04/2021 Duration: 31min

    Massimo Paselli, Senior Vice President of Global Enterprise at Verizon Business, talks Verizon innovation, the continued roll-out of 5G, and what the future holds for Verizon Business. Taylor Schreiner, Director of Adobe Digital Insights at Adobe, discusses data from their Digital Economy Index. Chief Economist at PineBridge Investments, Markus Schomer, gives his market outlook ahead of the Fed decision. Bloomberg Opinion columnist, Mark Gilbert, talks about his latest column: "Bankers Love Hedge Funds for a Very Good Reason." Hosted by Paul Sweeney and Matt Miller.

  • Investing Beyond Earth (Podcast)

    26/04/2021 Duration: 28min

    Andrew Chanin, CEO of ProcureAM, which offers the only pureplay space ETF, discusses investing in space. Mario Natarelli, Managing Partner at MBLM gives a look into some of the best performing brands during the pandemic through MBLM's Brand Intimacy COVID Study. Bloomberg Wall Street reporter, Sonali Basak, discusses ESGs and how investors are using personal influence to seek change. Bloomberg Intelligence Senior Automobiles Analyst, Kevin Tynan, talks Tesla and gives a preview of earnings. Hosted by Paul Sweeney and Matt Miller.

  • Vaccine Cliff Looms As Numbers Begin To Drop (Podcast)

    23/04/2021 Duration: 26min

    Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the latest news surrounding coronavirus treatments, vaccines, and spread. Logan Mohtashami, Housing Data Analyst and Lead Analyst for HousingWire, on home sales. Randy Frederick, Vice President of Trading and Derivatives at Schwab Center for Financial Research, discusses the latest "Trader Pulse" survey. Senior U.S. Municipals Strategist for Bloomberg Intelligence, Eric Kazatsky, gives us the latest on the municipal bond market. Hosted by Paul Sweeney and Matt Miller.

  • Expectations For Airlines As Earnings Take Off (Podcast)

    22/04/2021 Duration: 29min

    Frank Holmes, CEO and Chief Investment Officer for US Global Investors on why some are flocking to their JETS ETF. Ataman Ozyildirim, Senior Director and Economics and Global Research Chair at The Conference Board on the April Leading Economic Index. Bloomberg Intelligence Senior Analyst, Alison Williams, breaks down the latest news on Credit Suisse. Bloomberg Opinion Columnist, Karl W Smith discusses his column "Repealing SALT Cap Would Be Wrong Move for Democrats." Hosted by Paul Sweeney and Matt Miller. (Taylor Riggs fills in for Matt Miller)

  • Breaking Down Apple With A Look At The Latest Tech (Radio)

    21/04/2021 Duration: 29min

    Anand Srinivasan, Bloomberg Intelligence Senior Analyst: Semiconductors & Tech Hardware, on the latest Apple tech. Precious Metals Specialist with Gainesville Coins, Everett Millman, gives his outlook on gold. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management gives his current investment outlook, stock picks, and a look the economy. Bloomberg Opinion columnist, Sarah Halzack discusses her column: "Not Everyone Can Copy P&G's Price Hikes. Hosted by Paul Sweeney and Matt Miller.

  • Need For Independence Drives Auto Demand

    20/04/2021 Duration: 26min

    AutoNation CEO Mike Jackson talks Q1 earnings and auto demand. Anthony B. Hatch, Principal of ABH Consulting offers input on Kansas City Southern as bidding heats up. CEO of Kendra Scott Tom Nolan discusses new clientele platform, Yellow Book, and the pandemic's impact on the jewelry industry. Fiona Cincotta, Senior Financial Markets Analyst at City Index offers her take on the markets. Hosted by Paul Sweeney and Matt Miller.

  • The Rise of Digital Banking

    19/04/2021 Duration: 29min

    Luvleen Sidhu, Chair, CEO and Founder of BM Technologies, Inc. on the rise of digital banking. RJ Gallo, Senior Portfolio Manager of Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on his current investment outlook. Rory Green, China Economist at TS Lombard, on who wins the war on chips. David Hellier, Bloomberg Reporter on top European soccer teams' breakaway league. Hosted by Paul Sweeney and Matt Miller.

  • Virtual Reaity Robots Will Be Operating On You: Vicarious CEO

    16/04/2021 Duration: 26min

    Adam Sachs, CEO and co-Founder of Vicarious Surgical, a robotic surgical company backed by Bill Gates, on using robotics technology and virtual reality to perform surgical procedures. Rick Palacios, Principal, Director of Research at John Burns Real Estate Consulting, on the investment outlook for real estate. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus treatments, vaccines and spread. Bloomberg's Renita Young, in collaboration with Bloomberg Quicktake, explores how marketers are underpaying Black influencers while pushing Black Lives Matter. Hosted by Paul Sweeney and Matt Miller (Kailey Leinz filling in for Paul Sweeney.)

  • Coinbase Provides Credible Way To Hold Crypto: Ritholtz

    15/04/2021 Duration: 29min

    Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters in Business, on the Coinbase listing, and cash on the sidelines. Dan Katz, former Senior Advisor at the U.S. Treasury Department, discusses his column: “Airlines Don't Need to Be Saved by Taxpayers Again.” Chris Wolfe, Chief Investment Officer for First Republic Private Wealth Management, on his current outlook for the economy and markets. Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings and outlook. Hosted by Paul Sweeney and Matt Miller.

  • "Madoff Speaks" Author: Bernie Madoff Resented His Investors

    14/04/2021 Duration: 34min

    Jim Campbell, syndicated radio host and author of the upcoming book, "Madoff Talks," on the death of Bernie Madoff, the man behind the biggest Ponzi scheme in history. Meltem Demirors, Chief Strategy Officer at CoinShares, with an expert look at the CoinBase direct listing. Chris Whalen, Chairman of Whalen Global Advisors, on why big bank could be in trouble by year-end. William Turton, Bloomberg cybersecurity reporter, on his Bloomberg Businessweek story: “A 23-Year-Old Coder Kept QAnon Online When No One Else Would.” Hosted by Paul Sweeney and Matt Miller.

  • Impossible To Get Labor Post-Stimulus: FAT Brands CEO

    13/04/2021 Duration: 30min

    Andy Wiederhorn, CEO of FAT Brands, including Fatburger and Johnny Rockets, on the restaurant landscape, expansion, and hiring. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses the Russia threat and his column: "Biden Can End Putin's Posture on Ukraine." Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, on JNJ halting its vaccine after rare blood clot issues. David Garrity, Chief Market Strategist for Laidlaw & Co, and President at BTblock, discusses his market outlook, the chip shortage and Coinbase IPO. Hosted by Paul Sweeney and Matt Miller.

  • Old and New Wall Street Will Converge This Week: Basak

    12/04/2021 Duration: 28min

    Sonali Basak, Bloomberg Wall Street reporter, on bank earnings and the Coinbase IPO. Duncan Aldred, Vice President, Global Buick and GMC, on GM's new Electric Hummer. John Wu, President of Ava Labs, on the upcoming Coinbase IPO and outlook for ethereum. Anurag Rana, Senior Software & IT Services Analyst for Bloomberg Intelligence, on Microsoft buying AI and speech technology company Nuance Communications. Hosted by Paul Sweeney and Matt Miller.

  • BNY's Levine: Inflation Will Be Higher Than Expected

    09/04/2021 Duration: 27min

    Alicia Levine, Chief Strategist at BNY Mellon, on how the inflation issue will color markets. Jeffrey Rosenberg, Portfolio Manager of the BlackRock Systematic Multi-Strategy Fund, on why there's not much value left in fixed income markets. Molly Schuetz, U.S. technology editor for Bloomberg, on Amazon workers voting against joining a retail union. Brad Repke, Senior Wealth Advisor at Mainstay Capital Management, on this year’s ENGAGE Undergraduate Investment Conference, the largest collegiate investment conference in North America. Hosted by Paul Sweeney and Matt Miller.

  • Bill Hwang Was a $20 Billion Whale, Then Lost It All in Two Days

    08/04/2021 Duration: 29min

    Eric Schatzker, Bloomberg Editor-at-Large, discusses his story: “Bill Hwang Was a $20 Billion Whale, Then Lost It All in Two Days.” Lindsey Piegza, Chief Economist at Stifel, on why additional spending is not the answer. Dr. Steven Corwin, New York-Presbyterian President & CEO, on the covid-19 vaccination rollout success--and why we still need to be cautious. Jared Dillian, Bloomberg Opinion columnist and author of The Daily Dirtnap, discusses his column: “SPACs Aren't the Only Examples of Late Capitalism.” Hosted by Paul Sweeney and Matt Miller.

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