The Tape
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The Tape episodes

  • UBS's Harford: We're In 4th Inning of Consolidation
    Suni Harford, Head of Investments at UBS Asset Management, on the big shifts in the asset management industry. Afsaneh Beschloss, Founder and CEO of RockCreek, on emerging markets, global finance and trade. Chris Low, Chief Economist for FTN Financial, to discuss the Fed's signal that they may cut rates. Professor Chris Sagers, the James A. Thomas Distinguished Professor of Law at Cleveland State University, on Big Tech going under the microscope of U.S. antitrust probes. Broadcasting Live from the Bloomberg Invest New York conference. Hosted by Lisa Abramowicz and Paul Sweeney. 
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    31 min
  • Dollar to Weaken on Mexico Trade Tensions: Nordvig
    Jens Nordvig, Founder and CEO of Exante Data, on China, EM currencies, and Mexico. Carl Weinberg, Founder and Chief International Economist at High Frequency Economics, on the global economy as Trump's trade wars heat up. Kathy Hannun, co-founder and CEO at Dandelion Energy, a spin-out company of Google X, on why geothermal energy will be a $9 billion market.  Shira Ovide, Bloomberg Opinion technology columnist, on Google sinking as the DOJ mulls an anti-competitive probe into Alphabet. Hosted by Lisa Abramwicz and Paul Sweeney.
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    32 min
  • Trump Tariffs Imperil Mexico Relationship: Duncan Wood
    Duncan Wood, Director of the Mexico Institute at The Wilson Center, on how President Trump's 5% tariff threat to Mexico over migrants will impact the economy and the trade deal. Alan Baum, auto analyst and Principal at Baum and Associates, on why auto manufacturers and suppliers can't simply move their supply chains out of Mexico. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, discusses why there won't be a China trade deal. Marc Chandler, Managing Partner and Chief Market Strategist at Bannockburn Global Forex, discusses why there are opportunities in EM as companies leave China. Hosted by Lisa Abramowicz and Paul Sweeney.
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    30 min
  • Eco Slowdown Impacting Oil More Than Supply Crunch
    Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on how the geopolitical situation in the Middle East is impacting oil supplies. David Dietze, Founder, President and Chief Investment Strategist of Point View Wealth Management, on why markets aren't falling out of bed. Carl Bialik, Data Science Editor for Yelp, on the Yelp Economic Average, which provides an in-depth view of local business trends in cities across the US. Jennifer Rie, Senior Litigation Analyst for Bloomberg Intelligence, on the DOJ wanting T-Mobile and Sprint to create a new competitor as part of their merger. Hosted by Lisa Abramowicz and Paul Sweeney.Samara Lenga
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    30 min
  • Mueller’s Low-Key Rebuttal Blows Hole In Exoneration
    Mueller Roundtable: Kan Nawaday, former corruption and fraud prosecutor for the US Attorney’s Office in the Southern District of NY and Partner at Venable LLP, Tim O’Brien, Executive Editor for Bloomberg Opinion, and Andy Harris, Bloomberg legal reporter, react to Special Counsel Robert Mueller’s public statement. Jim Bianco, President and Founder of Bianco Research, on why the inverted yield curve does signal a downturn. John Paul DeJoria, Co-Founder of Paul Mitchell and Patron Spirits, and co-Founder of ROK Mobile, discusses their affordable 3D and "lifestyle" cell phones. Hosted by Lisa Abramowicz and Paul Sweeney.
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    35 min
  • Global Payments Gets Needed Scale With TSS: CEO Sloan (Podcast)
    Jeff Sloan, CEO of Global Payments, on buying Total Systems Services in a deal valued at $21.5 billion. Eric Stein, Portfolio Manager and Co-Director of Global Fixed Income at Eaton Vance, on how bond markets are reflecting global growth fears. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on a tech cold war, and how freezing out Huawei will impact 5G. Clive Crook, Bloomberg Opinion editor, on why European elections were a mess for EU leadership. Hosted by Lisa Abramowicz and Paul Sweeney.
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    30 min
  • Boris Johnson Wouldn’t Last A Year As UK Leader
    Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on Theresa May’s resignation and what happens next with Brexit.  Guitar Center CEO Ron Japinga discusses plans for growth, and how Guitar Center has been able to navigate brick and mortar challenges. Doug Ciocca, CEO at Kavar Capital, on markets and why he's seeing opportunities in tech. Amanda Albright, Bloomberg Muni reporter, discusses money flowing into muni bond funds, stretched muni prices, dead infrastructure, and Illinois. Hosted by Lisa Abramowicz and Paul Sweeney. 
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    29 min
  • Qualcomm's Dual Business Model Remains A Risk: Ovide
    Shira Ovide, Bloomberg Opinion technology columnist, on why Qualcomm may have finally run out of lives. Cameron Clayton, General Manager: IBM Watson Media and Weather, discusses their new Weather Signals product which turns weather forecasts into sales predictions for retailers and the agriculture industry. Michelle Krebs, Executive Analyst at Autotrader, on the upcoming Memorial Day weekend that traditionally provides a sales lift for auto manufacturers. Danielle DiMartino Booth, CEO of Quill Intelligence LLC, former adviser to the Dallas Fed, and a Bloomberg Opinion columnist, discusses the Fed minutes and why the U.S. consumer isn't so mighty. Hosted by Lisa Abramowicz and Paul Sweeney. Samara Lenga
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    32 min
  • Jennison Bets On 'Booming' Digital Payments Sector
    Mark Baribeau, Head of Global Equity at Jennison, on why growth equities have room to run despite geopolitical issues and market volatility. Bess Freedman, CEO of Brown Harris Stevens, on where the money is going in NYC real estate.David Stewart, The Balvenie's Malt Master, discusses the growth of the Scotch/whiskey category, and their new Stories line. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on how Boeing has a clear path to put the 737 Max back in service before Q3 closes. Hosted by Lisa Abramowicz and Paul Sweeney.
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    27 min
  • The Odds Are Increasing For A Second Brexit Referendum
    Therese Raphael, Bloomberg Opinion editor, discusses Theresa May's new Brexit plan.  Jon Mackay, Head of Sales, Wealth Management Solutions at Schroders, on why EU equities look more attractive than U.S. equities.  Jennifer Rie, Senior Litigation Analyst for Bloomberg Intelligence, on the outlook for the T-Mobile - Sprint deal. OppenheimerFunds Chief Investment Officer and Head of Fixed Income, Krishna Memani, and Portfolio Manager Peter Strzalkowski, discuss the race to risk assets.
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    30 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.