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

  • New Business Starts Are Up Well Over 20%: Paychex CEO

    08/01/2021 Duration: 30min

    Marty Mucci, President and CEO of Paychex, discusses their small business employment report. Ramesh Ponnuru, Senior Editor for National Review, discusses the Jan 6th insurrection and his column: “Capitol Riot Was Trumpism's Essence on Display.” Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus treatments, vaccines and spread. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses a Democrat Senate and tax reform. Hosted by Paul Sweeney and Vonnie Quinn. 

  • Trump Losing His Twitter Megaphone Would Be A Big Blow: SocialFlow CEO

    07/01/2021 Duration: 28min

    Jim Anderson, CEO of SocialFlow, on Twitter and Facebook suspending the President’s social media accounts. Dennis Woodside, President of Impossible Foods, on cutting prices 15% to compete with beef. Jordan Strauss, Managing Director at Kroll, and Former Director of Preparedness and Response, National Security Division, U.S. DOJ, discusses the security issues surrounding the violent insurrection in Washington DC. Sarah Ponczek, Bloomberg cross-asset reporter, on climbing yields and markets brushing off chaos. Hosted by Paul Sweeney and Vonnie Quinn.

  • Eaton Vance Head of Fixed Income: Keyed on Cyclical Rotation Trade

    06/01/2021 Duration: 37min

    Eric Stein, Chief Investment Officer: Fixed Income at Eaton Vance, on his current outlook for bond markets, inflation and the rotation trade. Carl Weinberg, Founder and Chief Economist at High Frequency Economics, on how the Democratic Senate win changes his outlook for the economy. Lananh Nguyen, Bloomberg finance reporter, on confusion over the NYSE delisting of China stocks. Josh Wingrove, White House correspondent for Bloomberg, on President Trump pitting Republicans against Republicans. Hosted by Paul Sweeney and Vonnie Quinn. 

  • SkyBridge's Scaramucci On Why He Launched A Bitcoin Fund

    05/01/2021 Duration: 29min

    Anthony Scaramucci, Founder of SkyBridge Capital and former White House communications director, discusses SkyBridge’s new bitcoin fund and how this will open up the gates for greater access. IMAX CEO Richard Gelfond discusses the outlook for films and movie theaters. Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, on how markets are looking at the Georgia Senate runoff race. Stephen Schork, President of the Schork Group and Editor of The Schork Report, on the new era of muted oil demand. Hosted by Paul Sweeney and Vonnie Quinn. 

  • Senate Runoffs Threaten Bullish Market: Federated's Orlando

    04/01/2021 Duration: 32min

    Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on three things to watch in 2021. Timothy O’Brien, Bloomberg Opinion senior columnist, discusses his column: “Trump Phone Call Is What Coup Fever Looks Like.” Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on another wild ride for bitcoin and why OPEC is fighting a losing battle. Michelle Cortez, Senior Health, Science and Medical Technology Reporter for Bloomberg, on what scientists fear about the new covid strains. Hosted by Paul Sweeney and Vonnie Quinn. 

  • The Cruise Ship Suicides Began After The Passengers Left

    31/12/2020 Duration: 27min

    Austin Carr, Bloomberg technology reporter, discusses his column: “The Cruise Ship Suicides Began After the Last Passengers Left.” Darrin Williams, CEO of Southern Bancorp, on why they are "first responders" to underserved communities. Michael Rea, Founder and CEO of RX Savings Solutions, on the vaccine rollout, and the outlook for cuts to drug pricing under Biden. Elise Young, Bloomberg reporter, discusses how restaurants are bracing for a New Year’s Eve without much celebration. Hosted by Carol Massar (filling in for Paul Sweeney and Vonnie Quinn.) 

  • How XpresSpa Converted Airport Spas Into Test Centers: CEO Satzman

    30/12/2020 Duration: 28min

    Doug Satzman, CEO of XpresSpa Group, on how the largest airport spa company in the world pivoted into covid and medical testing centers. Irv Goldman, CEO of wine auction house Acker, on launching Acker Wine Markets, a data-driven wine investing platform providing market analytics. Stephen Kane, Group Managing Director and Portfolio Manager at TCW Fixed Income, discusses stressors in fixed income markets. Michael Montagano, CEO at Kitchen United, on the “ghost kitchen” business model that offers restaurants a capital-lite structure to prepare food for take-out and delivery only. Hosted by Carol Massar (filling in for Paul Sweeney and Vonnie Quinn.) 

  • Wall Street Tempers Bonus Expectations In Pandemic Year

    29/12/2020 Duration: 28min

    Lananh Nguyen, Bloomberg finance reporter, on Wall Street tempering bonus expectations in year of the pandemic. Luisa Bianco, Professor of Public Policy at Pepperdine University, discusses her column, “The 'She-cession' Is Very Real for Minority Women.” Steve Grobman, Senior Vice President and Chief Technology Officer at McAfee, on the "Cyber Pearl Harbor" SolarWinds hack into the U.S. government. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, on why investors are flocking to their JETS ETF. Hosted by Carol Massar (filling in for Paul Sweeney and Vonnie Quinn.) 

  • The Good, The Bad, And The Ugly of SPACs: LUMA's Kawaja

    28/12/2020 Duration: 28min

    Terence Kawaja, Founder & CEO, LUMA Partners Investment Banking, on their new SPAC LUMAscape which maps over 250 SPACs by sector and status. Claudia Sahm, Founder of Stay-At-Home Macro and former Federal Reserve economist, discusses her column: “Forgiving Student Loans Is Not a Lasting Solution.” Scott Torrey, CEO of PayScale, on compensation in 2021 and their recent report on the hottest jobs and top paid skills of 2020. Heather Perlberg, Bloomberg private equity reporter, discusses her Bloomberg Businessweek story: "The Doctor Will See You Once You Sign This Arbitration Agreement." Hosted by Carol Massar (filling in for Paul Sweeney and Vonnie Quinn).

  • Pop the Champagne Corks. 2020 Is Finally Ending.

    24/12/2020 Duration: 41min

    “Champagne” Blaine Ashley, Founder of New York Champagne Week and The FIZZ is Female platform, will discuss the best champagnes to exit 2020 and ring in the holidays. Alan Zafran, Founding Partner and Co–CEO at IEQ Capital, on why 2021 will be a good-but-not-great year for stocks. Forbes Global Properties Co-Founders Bonnie Stone Sellers and Jeff Hyland discuss the outlook for global luxury real estate. Jeanne Zaino, Bloomberg Opinion contributor and Professor of Political Science at Iona College, on Trump upending the stimulus bill and his pardon spree. Hosted by Paul Sweeney, Vonnie Quinn, and Lisa Abramowicz.

  • Brexit Negotiators Reach Outline of Historic Trade Deal

    23/12/2020 Duration: 34min

    Maria Tadeo, Europe reporter for Bloomberg Television, discusses U.K. and European Union negotiators finally reaching the outline of a post-Brexit trade agreement. Joe Nocera, Bloomberg Opinion columnist, discusses his column: “Why Airlines Outrank Restaurants in Relief Money." Ben Emons, Managing Director, Global Macro Strategy at Medley Global Advisors, on the stimulus package and his current strategic outlook. Yelena Shulyatyeva, Senior Economist for Bloomberg Economics, on jobless claims and today’s slew of economic data. Hosted by Paul Sweeney and Vonnie Quinn. 

  • Apple Should Partner With Tesla On EVs: Wedbush's Ives

    22/12/2020 Duration: 31min

    Dan Ives, Managing Director and Equity Analyst at Wedbush Securities, on Apple's electric car venture. Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management, on why financials are the #1 investment pick. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses the "Laidlaw 5" forecasts for 2021. Sam Fazeli Senior Pharmaceutical Analyst and Head of EMEA Research for Bloomberg Intelligence, discusses his column: “How Worrisome Is This U.K. Virus Variant?” Hosted by Paul Sweeney and Vonnie Quinn (Paul Sweeney out.)

  • Hackers May Be Deeply Embedded In DoD: Former CIA Ops Chief

    21/12/2020 Duration: 31min

    Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the gravity of the massive cyber hack. Craig Garthwaite, Director of the Program on Healthcare at Northwestern University’s Kellogg School of Management, discusses why the U.S. should buy every dose of vaccine it can right now. Brian Chappatta, Bloomberg Opinion debt columnist, discusss his column: “Jamie Dimon Gets His $30 Billion Buyback Wish.” Arron Kallenberg, CEO of Wild Alaskan, on bringing seafood directly to consumers. Hosted by Paul Sweeney and Vonnie Quinn. 

  • Get Ready For Pay Cuts, As Work-From-Home Endures

    18/12/2020 Duration: 30min

    Noah Buhayar, Bloomberg real estate reporter, discusses his Bloomberg Businessweek cover story: “The Work-From-Home Boom Is Here to Stay. Get Ready for Pay Cuts.” Dana Peterson, Chief Economist for the Conference Board, on the November Leading Index, and the "she-cession." Kartikay Mehrotra, Bloomberg Cybersecurity reporter, on the severity of the Russia hack into US government agencies. Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus treatments, vaccines and spread. Hosted by Paul Sweeney and Vonnie Quinn (Paul Sweeney out.)

  • Bankruptcy Is The Solution to Student Loan Crisis: Joe Nocera

    17/12/2020 Duration: 29min

    Joe Nocera, Bloomberg Opinion columnist, discusses his column: "Bankruptcy Is the Solution to Student Loan Crisis." Lindsey Piegza, Chief Economist at Stifel, on Congress failing on stimulus, and her economic outlook. Charlie Young, CEO of Synergy HomeCare, on the booming home health business and protecting the elderly. Molly Smith, Bloomberg corporate finance reporter, discusses her story: "Up Against Wall Street Bond Giants, Minority Firms Want More." Hosted by Paul Sweeney and Vonnie Quinn. 

  • How We're Getting The Vaccine To Our Patients: Heal's Dua

    16/12/2020 Duration: 31min

    Dr. Renee Dua, Chief Medical Officer of Heal, discusses the best practices for vaccine distribution. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and Bloomberg Opinion contributor, previews the FOMC meeting and discusses stimulus. Brendan Coughlin, Head of Consumer Banking at Citizens Bank, on consumer health, the shift to digital banking, and consumer lending. Alex Webb, European Technology and Media Columnist for Bloomberg Opinion, discusses his column: "Google, Amazon and Apple Face the Nuclear Option." Hosted by Paul Sweeney and Vonnie Quinn. 

  • Post-Vaccine World Will Embrace Globalization: Joel Hyatt

    15/12/2020 Duration: 29min

    Joel Hyatt, Trustee Emeritus at the Brookings Institution and co-founder, Chairman and Chief Executive Officer of Globality, Inc., discusses his economic predictions for a post-vaccine world. Dr. Amesh Adalja, Senior Scholar and Infectious Disease physician at the Johns Hopkins Center for Health Security, on why the vaccine rollout won't stop the impending death toll. Dave Hunt, President of Hunt Auctions, discusses the upcoming Christie's and Hunt auction of baseball memorabilia, including a 1931 Lou Gehrig jersey expected to fetch $1.5 million. Miles Weiss, SEC reporter for Bloomberg, on how Blackstone’s next product could be data from the companies it buys. Hosted by Paul Sweeney and Vonnie Quinn. 

  • Bonus: Game Changers, Part 4

    15/12/2020 Duration: 13min

    As the earth is facing an increasingly consequential climate crisis, thinkers around the world are racing to find solutions. Many of them have been able to translate their eureka moments into action at a greater pace and scope than we might have though. In this four part mini series we've been meeting the visionary minds attempting to sculpt the future of sustainable energy and save our global resources. In this fourth and final episode: A Green New Deal.

  • Value Investors Must Adapt or Face Failure: Bruce Greenwald

    14/12/2020 Duration: 33min

    Bruce Greenwald, Professor Emeritus at Columbia Business School and Senior Advisor at First Eagle Investment Management, discusses his new book: "Value Investing: From Graham to Buffett and Beyond." Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent specializing in terrorism, on the massive hack into U.S. Treasury and other US agencies. Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on credit markets and his macro outlook. Bob Langreth, Bloomberg health care reporter, on the vaccine rollout in the U.S. starting today. Hosted by Paul Sweeney and Vonnie Quinn. 

  • 3 Million Vaccine Doses Ready To Go Out Next Week: JHU's Sauer

    11/12/2020 Duration: 28min

    Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on the latest news surrounding the coronavirus treatments, vaccines and spread. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses IPO pricing and investing fails. Lucas Shaw, Bloomberg Entertainment reporter in Los Angeles, on Bob Dylan selling his entire catalog to Universal Music, and the fueled demand for publishing rights. Patrick Clark, Bloomberg real estate reporter, on how one billion unsold hotel rooms define lodging’s terrible year. Hosted by Paul Sweeney and Vonnie Quinn. 

page 9 from 101