Taking Stock

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

  • Flattened Curve Doesnt Mean The Dying Is Ending Anytime Soon

    Flattened Curve Doesn't Mean The Dying Is Ending Anytime Soon

    20/04/2020 Duration: 25min

    Cathy O'Neil, mathematician and Bloomberg Opinion columnist, on how "flattening the curve" is misleading. Vincent Cignarella, Global Macro Strategist for Bloomberg, on how the oil price collapse is impacting global markets. Will Rhind, CEO of GraniteShares, discusses gold as a safe haven.

  • The Pandemic Could End Shareholder Supremacy For Good: Joe Nocera

    The Pandemic Could End Shareholder Supremacy For Good: Joe Nocera

    17/04/2020 Duration: 27min

    Joe Nocera, Bloomberg Opinion columnist, discusses his column: Pandemic Could End Shareholder Supremacy for Good. Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank, with his latest market insights. Mark Douglas, CEO of Steelhouse, on why every day is Black Friday for those who can afford it. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at The Conference Board, on the largest index decline in its 60-yr history.

  • Years Before U.S. Gets Full Employment Back: HFEs Weinberg

    Years Before U.S. Gets Full Employment Back: HFE's Weinberg

    16/04/2020 Duration: 26min

    Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on jobless claims and an economy in freefall. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses how the U.S. economy could change after coronavirus. Sri Natarajan, Bloomberg finance reporter, on Morgan Stanley earnings. Vincent Deluard's, Global Macro Strategist at INTL FCStone, on stagflation. 

  • FinTech Is Game Changer For Small Business Relief: Former SBA Head

    FinTech Is Game Changer For Small Business Relief: Former SBA Head

    15/04/2020 Duration: 33min

    Karen Mills, Former SBA Administrator and Senior Fellow at Harvard Business School, on the roll-out of the federal small business relief stimulus. David Katz, President and CIO of Matrix Asset Advisors, on stock picks to ride out the storm. Seema Shah, Director Consumer and Retail Trends at Creditntell, discusses dismal retail sales. Alison Williams, Senior Banks Analyst for Bloomberg Intelligence, on bank earnings and outlook.

  •  Relief Money Is Flowing Into Small Businesses: ConnectOne CEO

    Relief Money Is Flowing Into Small Businesses: ConnectOne CEO

    14/04/2020 Duration: 28min

    Frank Sorrentino, CEO of ConnectOne Bank (Nasdaq:CNOB), on the rollout of the small business coronavirus relief plan. Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings. John Micklethwait, Editor-In-Chief for Bloomberg News, discusses his column, "The Virus Should Wake Up the West." Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on risks in the credit markets and his current investment strategy.

  • Software Will Be Near-Term Tech Outperformer: Wedbushs Ives

    Software Will Be Near-Term Tech Outperformer: Wedbush's Ives

    13/04/2020 Duration: 29min

    Dan Ives, Equity Analyst at Wedbush Securities, discusses what to expect from tech stock earnings amid the global pandemic. RJ Gallo, Senior Portfolio Manager: Fixed Income at Federated Hermes, on the Fed cushion holding up markets. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on the potential severity of the market downturn. Liam Denning, Energy Columnist for Bloomberg Opinion, discusses why OPEC cuts won’t be enough to cope with the global demand shock.

  • Fed Defies Skeptics With Dynamic Response: BIs Riccadonna

    Fed Defies Skeptics With Dynamic Response: BI's Riccadonna

    09/04/2020 Duration: 27min

    Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on Jay Powell and the Fed's aggressive measures. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the future path of markets. Upwork CEO Hayden Brown discusses the challenges and opportunities U.S. and global businesses face as they transition to an all-remote workforce. Billy House, Bloomberg Congressional reporter, on the showdown brewing between Senators McConnell and Schumer over small business aid.

  • Fed Cannot Cross Red, Dark Line To Support Junk Debt: Booth

    Fed Cannot Cross Red, Dark Line To Support Junk Debt: Booth

    08/04/2020 Duration: 28min

    Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the Fed, economy and monetary and fiscal policy. Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on his outlook for a U-shaped recovery. Bankrate.com’s chief financial analyst, Greg McBride, discusses their survey: 31% of Americans think the stimulus checks won't sustain them for a month. Tae Kim, Bloomberg Opinion technology columnist, on why concerns for Zoom are overblown.

  • Square Working With Government to Speed Up Small Business Payments

    Square Working With Government to Speed Up Small Business Payments

    07/04/2020 Duration: 28min

    Jim McKelvey, co-Founder of Square and author of THE INNOVATION STACK, discusses the impact of coronavirus on small businesses, and the role of tech companies right now. Maura Murphy, Vice President and co-portfolio manager of the Loomis Sayles Inflation Protected Securities Fund at Loomis, Sayles & Company, on why it's unwise to jump into risk right now. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on his current investment outlook. Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, on Boris Johnson and the UK coronavirus response.

  • Retailers Face Long, Tough Road As Unsold Inventory Builds

    Retailers Face Long, Tough Road As Unsold Inventory Builds

    06/04/2020 Duration: 32min

    James Fallon, Editorial Director of Women's Wear Daily, discusses how the pandemic will forever shape the retail landscape as we know it. Marko Papic, Chief Strategist for Clocktower Group, discusses how markets are embracing hysteria and being too pessimistic. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the muni market risks from strapped states. Kevin Thorpe, Chief Economist and Head of Global Research at Cushman & Wakefield, discusses the projected recovery to commercial real estate from the Covid-19 pandemic.

  • Staffing CEO Sees Unemployment Maxing Out At 13-15%

    Staffing CEO Sees Unemployment Maxing Out At 13-15%

    03/04/2020 Duration: 30min

    Tom Gimbel, CEO of global staffing company LaSalle Network, on the unprecedented job losses due to the coronavirus. Dr. Jonathan Gruber, Professor of Economics at MIT, and key architect of both Romneycare and Obamacare, discusses his Washington Post op-ed: "An Enormous Surge in Uninsured Sick People Is Coming. Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on President Trump invoking the Defense Production Act on 3M to make more masks. Tim O’Brien, Senior Columnist for Bloomberg Opinion, discusses his column, "$350 Billion Won’t Save U.S. Small Businesses."

  • Oil Price Could Revisit 1986 Low of $9.75: Stephen Schork

    Oil Price Could Revisit 1986 Low of $9.75: Stephen Schork

    02/04/2020 Duration: 32min

    Stephen Schork, President of the Schork Group, discusses why U.S. oil exports may be done for. Cole Smead, President and Portfolio Manager at Smead Capital Management, on seeing one of the greatest stock buying opportunities in the last 50 years. Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Economics, on jobless claims. Andy Browne, Editorial Director for Bloomberg New Economy, on reports that China masked data on coronavirus deaths. Hosted by Lisa Abramowicz and Paul Sweeney.

  • Western Asset Sifting For Opportunities Amid Credit Rubble

    Western Asset Sifting For Opportunities Amid Credit Rubble

    01/04/2020 Duration: 31min

    Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on opportunities in fixed income. Peter Kenny, Founder of Strategic Board Solutions, on why markets will come back. Bess Freedman, CEO of luxury real estate firm Brown Harris Stevens, Inc., on navigating residential real estate during covid-19. Alex Webb, Bloomberg Opinion technology columnist on why your Amazon delivery will get more expensive. 

  • U.S. Recovery Not Likely Until End of Q3: Bart Van Ark

    U.S. Recovery Not Likely Until End of Q3: Bart Van Ark

    31/03/2020 Duration: 28min

    Bart Van Ark, Chief Economist at the Conference Board, on consumer confidence and an update to their U.S. economic forecast for 2020. Julian Lee, Bloomberg oil strategist and Opinion columnist, on oil markets and Trump's call with Putin. Scott Clemons, Chief Investment Strategist for Brown, Brothers Harriman, discusses his current market strategy. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses inflation and Fed stimulus.

  • Commercial Real Estate Set Up For Profound Recovery: MMI CEO

    Commercial Real Estate Set Up For 'Profound' Recovery: MMI CEO

    30/03/2020 Duration: 28min

    Hessam Nadji, CEO of Marcus and Millichap (NYSE:MMI), on what's happening to commercial real estate as the coronavirus shuts down businesses, retailers and hotels. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on the oil price plunge and the Saudis flooding the market. Greg Hahn, Chief Investment Officer for Winthrop Capital Management, on opportunities in the credit markets. David Welch, Bloomberg Detroit Bureau Chief, discusses GM making ventilators with partner Ventec.

  • Casual Dining Chains Could Lose 75% of Sales: BIs Halen

    Casual Dining Chains Could Lose 75% of Sales: BI's Halen

    26/03/2020 Duration: 28min

    Michael Halen, Senior Restaurant analyst for Bloomberg Intelligence, on the Covid-19 outlook for North America restaurants. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on emerging markets and the dollar. Adam Levitin, Georgetown Law Professor and former special counsel to the Congressional Oversight Panel of TARP, on how to get money to small businesses fast. Bloomberg stocks editor Dave Wilson, and Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, discuss market drivers and the record 3.3 million jobless claims.

  • Structural Changes To Society Will Reshape Post-Virus Economy

    Structural Changes To Society Will Reshape Post-Virus Economy

    25/03/2020 Duration: 29min

    Frances Donald, Managing Director, Chief Economist & Head of Macro Strategy at Manulife Investment Management, on her prognosis for the economy. Dr. Leana Wen, emergency physician, public health professor at George Washington University, and former Health Commissioner for Baltimore, discusses the health impact of President Trump's plan to reopen the economy by Easter. Hans Olsen, CIO of Fiduciary Trust Company in Boston, on seeing the beginning phases of a market bottom. Aaron Dunn, Co-Director of Value Equity Investing and portfolio manager at Eaton Vance, discusses gaming out the other side of the coronavirus impact.

  • Fed Balance Sheet Will Be At $9 Trillion Next Year: BIs Jersey

    Fed Balance Sheet Will Be At $9 Trillion Next Year: BI's Jersey

    24/03/2020 Duration: 30min

    Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the new Fed facilities, and the Fed balance sheet. Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, on today's equity bounce and where the bottom is. Gary Shilling, President of A. Gary Shilling & Co., and a Bloomberg Opinion columnist, discusses his recent column: "A Look at Economies and Markets After Covid-19." Logan Mohtashami, Senior Loan Officer at AMC Lending and contributor to Housing Wire, on the housing market and the mortgage melt-down. Hosted by Lisa Abramowicz and Paul Sweeney

  • American Consumers Weakening Even Before Virus: DBs Slok

    American Consumers Weakening Even Before Virus: DB's Slok

    23/03/2020 Duration: 27min

    Torsten Slok, Deutsche Bank Chief Economist, on the severe recession to come. Michael McKee, International Economics & Policy Correspondent for Bloomberg, on the Fed signalling unlimited QE for companies and municipalities. Kit Juckes, Global Fixed Income Strategist for Societe Generale, discusses the mad scramble for dollars. Michael Sonnenfeldt, Chairman of TIGER 21, on how their ultra-wealthy and entrepreneurial members are navigating the coronavirus to preserve wealth.

  • Want Ventilators? Roll Back Trumps Tariffs

    Want Ventilators? Roll Back Trump's Tariffs

    20/03/2020 Duration: 26min

    Brooke Sutherland, Bloomberg Opinion industrials columnist, on her new column: "Want Ventilators? Roll Back Trump’s Tariffs." Meghan L. O’Sullivan, Professor of International Affairs at Harvard’s Kennedy School, former National Security Council advisor, and a Bloomberg Opinion columnist, discusses the oil market plunge, and the Russia-Saudi relationship. Peter Andersen, Founder of Andersen Capital Management, LLC, on how to keep sane in the market sell-off. Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, and Bloomberg stocks editor Dave Wilson, discuss the Fed enhancing swap lines with central banks, and today's market drivers.

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