Paul Sweeney and Lisa Abramowicz focus on market coverage as Wall Street begins its day, with analysis from Bloomberg Opinion writers, Bloomberg Intelligence analysts, and influential newsmakers.
Paul Sweeney and Lisa Abramowicz focus on market coverage as Wall Street begins its day, with analysis from Bloomberg Opinion writers, Bloomberg Intelligence analysts, and influential newsmakers.
Who will win the trade war, and how? If the job market is so strong, why does your paycheck seem so meager? What will drive the economy of the future? Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders, the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management, will take listeners on location each week to answer questions like these and bring the global economy to life.
Rank #1: 47: Looking Back on President Trump's First Six Months.
How would the U.S. economy fare under President Donald J. Trump? Hosts Scott Lanman and Kate Smith journey one year into the future to track the Benchmark podcast from July 21, 2017. Joning them is Neil Dutta from Renaissance Macro Partners, who helps explain just what's happened during Trump's first six months -- and we also learn just how crazy this Pokemon Go thing has gotten.
Rank #2: Death and Despair in White America.
We usually don't think about economics as a life-or-death subject. But for white Americans without a college degree, there's no other way to describe it. With job opportunities limited and an opioid epidemic in full throttle, death rates among this group are skyrocketing, an issue that probably helped elect Donald Trump as president. Anne Case and Angus Deaton, the married academic couple who brought this issue to the forefront, have just issued a followup paper to their groundbreaking 2015 study on the subject. Case returns to Benchmark to discuss the latest findings with Dan and Scott -- and offers her ominous take on what it portends for the future of the nation.
Bloomberg M&A reporters, joined by outside experts and members of Bloomberg's Deals team, examines the week's biggest deals and highlights M&A trends most under scrutiny by Wall Street. He'll talk to reporters who broke Bloomberg's major scoops and interview investors, executives, lawyers and bankers for an inside peek into what's going on inside corporate boardrooms and what it's like working with the world's largest companies and richest people.
Rank #1: 26: Why Warren Buffett's Bet on Yahoo Deal Probably Makes Sense.
Warren Buffett's decision to back a bid for Yahoo might seem to violate some of the billionaire investor's cardinal rules: Don't invest in tech, and don't touch companies whose businesses you don't understand. As Bloomberg reporter Noah Buhayar tells Deal of the Week host Alex Sherman, though, Buffett no doubt extracted a low-risk deal to help finance the bid for Quicken Loans founder Dan Gilbert. Plus, Bloomberg Gadfly columnist Brooke Sutherland offers her thoughts on Gannett's improved hostile offer for Tribune, following up on last week's episode.
Rank #2: 51: Forget The Election, M&A is Rigged, NYU Professor Says.
M&A is a rigged game and the losers are shareholders of companies that do the acquiring, according to Aswath Damodaran, a professor of corporate finance and valuation at New York University. He tells host Alex Sherman that conflicts of interest among advisers, misaligned executive incentives and a refusal to involve the market in decision-making has led to a history of value-destroying deals. Still, October was the biggest month ever in terms of deal volume. Why do companies keep making big purchases when some evidence suggests it's bad for shareholders? Damodaran explains on this week's episode.
Bloomberg’s Joe Weisenthal and Tracy Alloway take you on a not-so random weekly walk through hot topics in markets, finance and economics.
Rank #1: What Boy Band Sensation BTS Can Teach Us About Economics.
South Korean boy band BTS is rarely connected to economics, but as the biggest success to come out of K-Pop, it arguably should be. On this week's episode of Odd Lots, we speak to Euny Hong, the author of 'The Birth of Korean Cool,' about how South Korea made cultural exports a key plank in its economic development strategy.
Rank #2: Why President Trump's Move Against Huawei Is Such A Big Deal.
Earlier this month, President Trump escalated the trade tensions against China by limiting exports of U.S. technology to Huawei. But what is Huawei, and why is this such a big deal? On this week's episode, we speak to Dan Wang, a technology analyst at Gavekal Dragonomics, about the importance of Huawei to the Chinese tech industry, the specifics of what Trump just did, and the far-reaching fallout that we could see from this new phase of the trade war.
Every Friday, we feature the best and most interesting interviews from Bloomberg's daily market close show, "What'd You Miss" hosted by Scarlet Fu, Joe Weisenthal, Caroline Hyde and Romaine Bostick. We want to take you beyond the headlines and bring you a unique perspective on the week's top stories, and those you may just have missed. It's the perfect way to kick off your weekend.
Rank #1: MoviePass CEO Defends Everyone's Favorite Embattled Company.
This week, Scarlet and Joe talked with Rett Wallace, CEO of Triton Research, about Elon Musk trolling his short-selling critics with a tweet that he was taking Tesla private. Then Mitch Lowe, the CEO of MoviePass, came on to defend the business model of everyone's favorite embattled company and vowed to break even within a year. Srinivas Thiruvadanthai, Research Director of Jerome Levy Forecasting Center, also joined to discuss his latest piece arguing how the Indian rupee could become a hard currency.
Rank #2: Ending the Trade War on Christmas.
This week, Eswar Prasad, Brookings senior fellow and the former head of the IMF's China division, came on on talk about President Trump ending the trade war on Christmas. Hans Humes, CEO and CIO of Greylock Capital Management, joined to discuss why the Argentine peso collapsed to a record low after a surprise election result. Skanda Amarnath, Director of Research and Analysis at Employ America, broke down the latest CPI data and why he thinks the Fed needs a new approach to policy. Then Fabiana Fedeli, Global Head of Fundamental Equities at Robeco, discussed if emerging markets could make a comeback before the end of this year.
Money goes where it's treated best. That simple truth is a big reason why more and more money—trillions, in fact—flows into a powerful, low-cost tool that's quietly transformed investing in recent years. Exchange-traded funds, or ETFs, let you invest in everything from the stock market to gold like never before. This biweekly podcast will demystify them—and delight you in the process.
Rank #1: The Paradox of Choice.
Right now there are about 2,100 ETFs -- 2,078 if you want to get specific about it. That's a lot of stuff to choose from. How should you approach navigating a store with this much selection? One aisle at a time.On the second episode of Bloomberg’s new podcast, Trillions, we take a stroll through the most popular aisles to meet some ETFs and get a better sense of the offerings. From the Cheerios of equities to the fresh produce of bonds, this episode provides an entertaining and incredibly simple way to make sense of ETFs and why they allow investors to ride capitalists' coattails.
Rank #2: Barry Ritholtz: Use Your Disillusion II.
This week on Trillions, Joel and Eric record the podcast equivalent of a double-album with Barry Ritholtz, an ETF-using financial advisor as well as a Bloomberg Opinion columnist, host of the Bloomberg podcast "Masters in Business," and overall deep thinker. In addition to ETFs, the trio discusses investing, the economy, the role of the modern financial adviser, tariffs, Trump, and even God. We're calling this special body of work "Use Your Disillusion I & II," a nod to the seminal Guns N' Roses album. Why? Because - according to Barry - disillusionment is a major driver behind the rise of ETFs and passive investing.
Carol Massar and Jason Kelly bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors.
Rank #1: Ex-Fed Official Calls to Block Trump, Philip Morris in Talks to Reunite With Altria, Inside ‘Camp Kotok’.
Bloomberg Businessweek Economics Editor Peter Coy and Bloomberg News Economics Reporter Steve Matthews discuss former top Federal Reserve official Bill Dudley’s suggestion that the central bank reject interest-rate cuts that would help Donald Trump’s 2020 reelection prospects. Craig Giammona, Bloomberg News Consumer Reporter, talks about Philip Morris, the maker of Marlboro cigarettes in overseas markets, considering a merger with Altria Group, the deal would reunite the tobacco giants more than 10 years after they split their operations. Karen Davies, Managing Director of Private Equity at Huntington National Bank, shares her outlook for middle-market M&A. Bloomberg Businessweek Editor Joel Weber and Bloomberg Opinion Columnist Barry Ritholtz have a peak at the place where economist talk rates in the Maine woods over good wine. And we Drive to the Close with Eric Clark, Portfolio Manager at Rational Dynamic Brands Fund. Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan.
Rank #2: Bloomberg Businessweek Weekend - August 24th, 2019.
You spend more time at your job than just about anywhere else. Game Plan, a weekly show hosted by Bloomberg reporter Rebecca Greenfield and editor Francesca Levy, takes a close look at the way we live our lives at work. Greenfield and Levy dive into everything from how we started speaking in office jargon to the strategic value of being nice to your colleagues. It turns out that there’s a lot more to say about the office grind than you may have realized.
Rank #1: Become a Morning Person.
Francesca tries to fix the most important part of the day: Her mornings. To get more out of the precious hours before work, she tests out a scientifically proven method called R.I.S.E.U.P. But, will her rigorous new morning routine be the key to a better day?
Rank #2: Productivity Hacks Are Dumb. Try This Instead.
Most people wish they were more productive at work. To feed this never-ending desire for increased efficiency, an entire industry peddles so-called productivity hacks that promise quick fixes to snuff out procrastination and boost output. Unfortunately, most of this advice amounts to snake oil.This week on Game Plan, Sam and Rebecca take a novel path to solving their productivity problems: The subconscious. Gary Latham, an organizational psychologist at the University of Toronto, joins them to discuss his decades of research into how subtle influences to our psyches can help us get more done at work. Productivity here we come!
QuickTake is a global news network delivering up-to-the-minute news and analysis on the most complex issues and biggest trends today.Taking the day's top stories and breaking them down for you. Come curious. Leave smarter.For more, follow us @quicktake..
Rank #1: The Strategy Behind Apple's New iPhones.
Apple is set to unveil three new iPhones Wednesday. But does its strategy behind the models say something about the future of the world's most valuable public company? David Meyers speaks to Bloomberg News Apple reporter Mark Gurman.FOLLOW UPMark's latest: Apple to Kick Off Product Blitz with iPhone Xs Line, WatchesYou can follow Mark at @markgurman----TicToc is a daily news podcast hosted by David Meyers (@davidfmeyers), produced at Bloomberg Worldwide HQ in New York City. You can follow up with us and watch our reporting @tictoc. If you like it, be sure to rate us on iTunes, and tell your friends!
Rank #2: The Huawei Scandal Explained .
A courtroom battle is unfolding in Vancouver that is sending shock waves around the world. David Meyers speaks to Bloomberg's Natalie Obiko Pearson on how the arrest of the CFO of one of the world's largest communication companies is testing the already fragile relationship between the U.S. and China. FOLLOW UP Natalie's latest report: Huawei Court Drama Hinges on Visa Maneuvers and Residency TwistsYou can follow Natalie at: @natalieobiko--- TicToc is a daily news podcast hosted by David Meyers (@davidfmeyers), produced at Bloomberg Worldwide HQ in New York City. You can follow up with us and watch our reporting @tictoc. If you like it, be sure to rate us on iTunes, and tell your friends
The world’s most prominent business leaders, entrepreneurs, and political figures sit down with the editors of Bloomberg Businessweek to talk about their experience and share their insights on the state of business and the global economy.
Rank #1: Melinda Gates on Keeping Women in the Workforce.
Melinda Gates is the co-chair of the Bill and Melinda Gates foundation. As head of one of the world's largest philanthropic organizations, she pushes to save lives and speak out on the developing world's toughest challenges. We spoke with Melinda late last month in Seattle, ahead of the release of the foundation's annual letter, and talked about how important it is to improve access to contraception, how to keep more women in science and technology, and the unique relationship she and her husband have with legendary investor Warren Buffett.
Rank #2: HBO’s CEO on Growth, Sexual Harassment, and Life After Game of Thrones.
Richard Plepler, a quarter-century veteran of the network, talks to Bloomberg Businessweek Editor Megan Murphy about what’s next.
J.P. Morgan Funds Insights is an audio podcast that provides perspective on the uncertainties and opportunities facing investors today. Let's help clients build stronger portfolios. Let's solve it. www.jpmorgan.com/usam Insight + Process = Results
Rank #1: Year of core: Opportunistic vs. late cycle real estate investing.
Which markets have the greatest investment opportunity?
Rank #2: Demystifying the yield curve.
Global Market Strategist Alex Dryden and Meera Pandit discuss the basics of the yield curve, what a yield curve inversion tells us (and what it does not), and what the implications are for markets and investors.
There's a whole lot of stuff out there to buy. We're talking about all the things you eat, drink, wear and even smoke. Every other week we're going to take a look at one part of the universe of consumable stuff. We'll delve into why we spend our money on these things, the people behind the products -- and why it matters.
Rank #1: The Evolution of Coffee, America's Favorite Drink.
The majority of Americans drink at least one cup of coffee every day. The kinds of drinks and the companies producing them have changed dramatically over the past few decades. Consumers increasingly want their caffeine kick to be gourmet and iced. Meanwhile, artisanal coffee companies are being snatched up by big roasters, much as craft brewers have been acquired by bigger counterparts. This week on Material World, Jenny and Lindsey dig into what's happening with the country's favorite stimulant. They talk with the leaders of Illycaffe Spa, La Colombe Coffee Roasters and Blue Bottle Coffee Co. about why gourmet coffee is growing, how cold drinks got so hot and why industry consolidation is expected to continue.
Rank #2: To Win the Grocery Wars, Wal-Mart Is Making Designer Melons.
In our last episode, Jenny and guest host Craig Giammona explored how technology could shape the grocery industry's future. This week, Jenny and Lindsey look at what the biggest grocers are doing to stay on top -- and discover it has a lot to do with produce. As part of its plan to fight off competition, Wal-Mart, the world's biggest grocer, joined forces with an agriculture giant to design a new, sweeter cantaloupe. If the new melon is a success, it could set the stage for a makeover of the crucial produce aisle across the industry."The Cantaloupe Song" was written by Russ Rogers.
Emily Chang sits down with the biggest influencers in technology and media, from Mark Zuckerberg to Marc Andreessen to Aaron Sorkin, to find out who they are, how they got there, and where they're going. Studio 1.0 is a series of in-depth conversations with the very people shaping the future of business, illuminating their vision for what comes next.
Rank #1: Bloomberg Studio 1.0 - Tim Cook.
(Bloomberg) -- On this special edition of Studio 1.0, Apple CEO Tim Cook sits down with Bloomberg Television's Emily Chang for an exclusive interview from the Apple Worldwide Developers Conference in San Jose, California on Monday June 5.
Rank #2: Studio 1.0 - Sir Michael Moritz (Audio).
(Bloomberg) -- This week on Studio 1.0, host Emily Chang sits down with Sir Michael Moritz, one of the old guards of venture capital in Silicon Valley, a British honorary knight, and Chairman of Sequoia Capital. This episode aired December 2, 2015.
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology, and beyond. Each of our episodes tackles an intriguing question (why do so many pro athletes go broke?) or a persistent problem in the business world (can gender diversity carry a bottom-line value?) and introduces us to people working in sometimes surprising corners in the realm of capital. Morgan Stanley Smith Barney LLC. and Morgan Stanley & Co. LLC, members SIPC.
Rank #1: Will Electric Cars Take Us Back to the Future?.
A rapid shift in the auto industry is coming. Electric vehicles, the long-anticipated cars of the future, are poised to dominate global markets in the next few decades. What impact will they have on how we live our lives?In this episode of the Ideas podcast, we wonder what an electric-car-powered future will look like. Will the internal combustion vehicle go the way of the horse and buggy? Will it mean the revival of the drive-in theater? Or the drive-in home? We speak with urban designer Marshall Brown who looks ahead at a world where electric vehicles will approach 90% of the market. Along the way, Simon Lonsdale of Chargepoint, an electric vehicle charging company, discusses how the driver of the future will fill-up. And Morgan Stanley Research Analyst Harald Hendrikse, an author of our recent Bluepaper on the bright future of the electric vehicle, introduces us to some ideas that may be as surprising as the flux capacitor.For further information, visit morganstanley.com/ideas The host Ashley Milne-Tyte is a contractor of Pineapple Street Media. The guest speakers are neither employees nor affiliated with Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this podcast may not be suitable for all investors. Morgan Stanley recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.This podcast may contain forward-looking statements and there can be no guarantee that they will come to pass. Past performance is not a guarantee of future performance.© 2017 Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. Members SIPC.
Rank #2: How Can You Avoid Thinking Like the Herd?.
Smart decision-making takes more than intelligent people and good data. The theories of behavioral economics inform how businesses, and the rest of us, can try to avoid the irrational responses that may work against our best interests.
Hosts Mike Regan and Sarah Ponczek are joined each week by expert guests to discuss the main themes influencing global markets. They explore everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.
Rank #1: Skunk at the Garden Party.
Renewed trade tensions between the U.S and China arrived in markets like a “skunk at the garden party,” according to David Joy, the chief market strategist at Ameriprise Financial who has more than 40 years of experience in investment management. He tells co-hosts Sarah Ponczek and Mike Regan how he’s expecting markets to handle this pungent new arrival on the latest episode of the “What Goes Up” podcast. Along with that skunk, Uber Technologies arrived at the garden party of public markets this week with its long-awaited initial public offering. Kathleen Smith, co-founder of Renaissance Capital and manager of the IPO exchange-traded fund, joins the podcast to assess Uber and the rest of the money-losing herd of unicorns that may make 2019 a record year for IPO issuance. As always, the hosts and guests finish up with a discussion of the craziest things they saw in markets this week.
Rank #2: What If the ‘Powell Put’ Fails?.
The Federal Reserve has the stock market’s back, right? That’s what a lot of investors have come to believe. The so-called “Yellen put” (after former Fed Chair Janet Yellen) has rolled over into the “Powell put” (after current Fed Chair Jerome Powell) in trader parlance that likens central bank policy to options contracts protecting against losses in equities.But what if the Powell put doesn’t do the trick this time, and economic data and corporate earnings continue to deteriorate despite interest rate cuts? What if it isn’t enough to counteract U.S. President Donald Trump’s trade war?That’s one of the topics guest Alec Young, managing director for global markets research at FTSE Russell, explores on this week's show. Also joining the podcast is Romaine Bostick, a reporter and anchor on Bloomberg Television, to give his take on the state of play in markets, and what he’s hearing from sources on Wall Street.
Illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks. Download now, listen later and reflect at length.
Rank #1: Investment Lessons from John Maynard Keynes.
In episode #251, Elroy Dimson discusses his research on John Maynard Keynes, collectables, and indices, and draws out some investment lessons from the past.
Rank #2: Investing in Farmland.
In episode #059, Shonda Warner discusses the prospects for the agriculture industry, how to invest in farmland, and risks in the farmland sector.