The Tape
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The Tape episodes

  • The October Consumer Confidence Index
    Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, discusses the October Consumer Confidence Index. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, talks about supply and the Libor transition. John Authers, Bloomberg Markets Senior Editor, walks through his column "Covid Fear Is Back and Driving Markets Again." And Jeylan Mammadova, Global Sector Lead for Healthcare at Third Bridge, shares earnings insights on top pharma firms Pfizer, Merck, Sanofi and GSK.
    Hosts: Vonnie Quinn and Paul Sweeney. Producer: Doni Holloway.
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    30 min
  • Oil Demand Hopes Crushed By Covid Resurgence: Again's Kilduff
    John Kilduff, Founder of Again Capital, on how covid-19 is dashing hopes for an oil market recovery. David Lee, CFO of Impossible Foods, on how they are doubling the size of R&D to fuel international growth. Sarah Ponczek, Bloomberg cross-asset reporter, on the stay-at-home trade re-emerging over virus concerns. Craig Johnson, President of Customer Growth Partners, with their annual holiday retail forecast. Hosted by Paul Sweeney and Vonnie Quinn.
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    31 min
  • Carrot Hot Dogs May Be Coming To A Stadium Near You
    Bolthouse Farms CEO Jeff Dunn on building a plant-based food economy. Brian Chappatta, Bloomberg Opinion debt columnist, discusses his column on the 1MDB scandal: "Goldman Clawbacks More Stunning Than $5 Billion." Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on Gilead's Remdesivir getting FDA approval as a covid-19 treatment. David Yaffe-Bellany, Bloomberg Washington legal reporter, on the big legal threats President Trump will face if he loses the election and no longer has the DOJ to protect him. Hosted by Paul Sweeney and Vonnie Quinn. 
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    33 min
  • Credit Spread Cushion Is Pretty Much Gone: UBS's Falconio
    Leslie Falconio, senior strategist at UBS Global Wealth Management, discusses how investors can add yield to their portfolios. Don McCree, Head of Commercial Banking at Citizens Bank, on the continued challenges facing the business community in the midst of COVID-19. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on airlines results. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on how to glean knowledge from market experts. Hosted by Vonnie Quinn.
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    33 min
  • Epic S&P Rally Is Powered By Assets You Can't See or Touch
    Sarah Ponczek, Bloomberg cross-asset reporter, on how the epic S&P rally is powered by intangibles like algorithms and brands and lists. Joe Nocera, Bloomberg Opinion columnist, discusses his column: "Google Should Learn From Microsoft’s Tough Lesson." Peter Andersen, Founder of Andersen Capital Management, LLC, on enduring stocks that can weather any election outcome. Damian Sassower, Chief Emerging Markets Credit strategist for Bloomberg Intelligence, on the increased fiscal vulnerability of developing nations. Hosted by Vonnie Quinn.
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    32 min
  • More States Likely To Pile On Google Post-Election: BI's Rie
    Jennifer Rie, Senior Litigation Analyst for Bloomberg intelligence, and Sarah Ponczek, Bloomberg cross-asset reporter, on the DOJ accusing Google of abusing market power. Kenneth Laub, composer, producer and World Trade Center real estate mogul, on how Broadway will be shuttered until May of 2021 and how NYC can’t survive without the arts. Tropical Smoothie CEO Charles Watson discusses their growth during the pandemic, and the commercial real estate landscape for franchises. David Katz, CIO of Matrix Advisors, on markets and his current investment outlook. Hosted by Paul Sweeney and Vonnie Quinn. Hosted by Paul Sweeney and Vonnie Quinn. 
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    31 min
  • China's Recovery Lacks Consumer Demand: China Beige Book
    Leland Miller, CEO of China Beige Book International, on why China's economic recovery is not so healthy. Robert Rosenberg, the former CEO of Dunkin’ Donuts, discusses his new book, "AROUND THE CORNER TO AROUND THE WORLD: A Dozen Lessons I Learned Running Dunkin’ Donuts." RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on bond markets and the election. Rob Brown, CEO of Lincoln International, on the state of M&A during covid. Hosted by Paul Sweeney and Vonnie Quinn. 
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    31 min
  • Here's Second Covid Wave We Hoped We Wouldn't See: JHU's Sauer
    Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the latest news surrounding covid vaccines, treatments, and spread. Kit Juckes, Chief Global FX Strategist for Societe Generale, on how assets are reacting after Boris Johnson threatening a no-deal Brexit. Ramesh Ponnuru, Senior Editor at the National Review and Bloomberg Opinion columnist, on Judge Amy Coney Barrett's confirmation hearings, and election politics. George Ferguson, Senior Analyst Aerospace: Defense & Airlines for Bloomberg Intelligence, on Boeing's Max plane getting safe-to-fly approval by Europe’s aviation regulator.
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    29 min
  • Gorman's Model Reaps Rewards for Morgan Stanley: Whalen
    Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and outlook. Sarah Ponczek, Bloomberg cross-asset reporter, on why earnings beats don't mean the same during this pandemic. Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on the dim outlook for the U.S. economy, and China gaining edge. Christian Magoon, Portfolio Manager of the Amplify Online Retail ETF (IBUY; $925M AUM), on another record Amazon Prime Day and the 2020 holiday season. Hosted by Paul Sweeney and Vonnie Quinn. 
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    34 min
  • 'Cheap' Banks Group Poised For 2021 Rebound: CFRA's Leon
    Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings and outlook. Leading labour economist Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on the lack of U.S. stimulus and what to expect on the Brexit deadline. Sarah Halzack, Bloomberg Opinion consumer columnist, on Amazon Prime Day. Mike McKee, International Economics & Policy Correspondent for Bloomberg, on President Trump's address to the Economic Club of New York, Hosted by Vonnie Quinn and Paul Sweeney. 
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    33 min

About The Tape

From the publisher's feed

Matt Miller and Paul Sweeney focus on market coverage as Wall Street begins its day, with analysis from Bloomberg Opinion writers, Bloomberg Intelligence analysts, and influential newsmakers.