The Tape
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The Tape episodes

  • It's Premature To Start Celebrating the Death of Obamacare (Podcast)
    Max Nisen, Bloomberg Opinion health care columnist, discusses his column, "Celebration of Obamacare’s Death Is Again Premature."  Alex Spinelli, former head of Amazon’s Alexa, discusses his new AI creation – “Maven," his big initiative as Global CTO of AI bot maker LivePerson. Brendan Ahern, CIO of KraneShares, on China’s weak economic data, and current investment strategies. Matt Toms, CIO of Fixed Income at Voya Investment Management, to discuss his 2019 outlook for fixed income.  Hosted by Pimm Foxx and Lisa Ambramowicz.
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    34 min
  • Xi Sees Tariffs As Aggravation He Doesn't Need: Magnus (Podcast)
    George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on the slowdown in China’s economy, and China-U.S. trade relations. Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, discusses his column: "Trump’s Tweeting His Post-Presidency Defense Now." Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on bond markets and her outlook for 2019. Sheryl Connelly, Ford's futurist, discusses 2019 trends in technology and artificial technology. 
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    32 min
  • Pimco Sees Short-Term Opportunities, Long-Term Pain In Corporate Credit
    Dan Ivascyn, Chief Investment Officer of PIMCO overseeing $1.7 trillion in assets, and manager of the world’s biggest actively-managed bond fund, discusses everything from leveraged loans to Brexit to emerging markets. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on the reversal of globalization, as Apple expands its operations in Austin and other U.S. locations. Josh Eidelson, labor reporter for Bloomberg, on workers trying to form a union for Amazon’s new NYC location.
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    39 min
  • GFG Plans On Producing 5 Millions Tons Of Steel in U.S. (Podcast)
    Grant Quasha, CIO of GFG Alliance USA, on global steel markets, on why his company is betting on U.S. steel. Richard Conn, Managing Partner of Eurasia Advisors, on Trump and Putin, what to expect from the Butina plea deal, and the impact to U.S.-Russia relations.  vCaleb Melby, Financial Investigations Reporter for Bloomberg, on the growing conflicts of interest and investment exploitation of real estate development in opportunity zones. Greg Hahn, President and CIO of Winthrop Capital Management, with their current investment outlook.
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    29 min
  • U.S. Should Follow The EU's Footsteps To Tackle Google (Podcast)
    Jim Anderson, CEO of Socialflow, on the key takeaways from Google CEO Pichai's testimony before Congress. Neal Dingmann and Welles Fitzpatrick, Managing Directors at SunTrust Robinson Humphrey covering the E&P sector, discuss energy stocks and valuations. Michael Smart, Managing Director at Rock Creek Global Advisors and former International Trade Counsel on the Senate Finance Committee, on China trade negotiations. David Welch, Detroit Bureau Chief for Bloomberg, on which automakers would be impacted by China cutting auto tariffs.
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    31 min
  • Leveraged-Loan Tourists Are Waking Up To Big Risks
    Tom Kennedy, Head of Fixed Income Strategy, J.P. Morgan Private Bank, discusses how widening credit spreads are impacting the leveraged loan market. Therese Raphael, Bloomberg Opinion columnist, and John Authers, Senior Editor for Bloomberg Markets, on Theresa May canceling the Brexit vote, and impact to markets. Ron Quaranta, Chairman and Chief Executive Officer of Wall Street Blockchain Association, on the crypto sell-off and outlook for blockchain. Scott Flanders Chief Executive Officer and Board Member of eHealth, on ACA enrollments and consolidation in the health care industry. Hosted by Pimm Foxx and Lisa Ambramowicz.  
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    35 min
  • Russia Has Emerged As A Critical Broker In Global Oil Markets
    Meghan O'Sullivan, professor of international affairs at Harvard’s Kennedy School, a senior fellow at the Council on Foreign Relations, and a Bloomberg Opinion columnist, discusses why oil prices have plenty of room to fall.  Tom Gimbel, CEO of global staffing company LaSalle Network, on how the job sector is as strong as it's ever been.  Noah Smith, Bloomberg Opinion columnist, discusses his column: "U.S. Poverty Is Greater Than Statistics Indicate." Paul Sweeney, U.S. Director of Research and Senior Media & Internet Analyst for Bloomberg Intelligence, on Dish’s Ergen sending a message to the industry with a blackout of HBO. (Paul Sweeney filling in for Pimm Fox.)
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    32 min
  • OPEC Cancels Press Conference In Unusual Move: Schenker (Podcast)
    Jason Schenker, President of Prestige Economics and Chairman of The Futurist Institute, discusses the cancelled OPEC meeting in Vienna. Woo Jin Ho, Technology analyst for Bloomberg Intelligence, and Mike McKee, International Economics & Policy Correspondent for Bloomberg, discuss the arrest of Huawei's CFO, and how that may impact trade negotiations and other Chinese tech companies. Gerald Guterman, Senior Principal Partner at Guterman Partners, LLC, on when it's time to buy multi-family real estate.  Barak Rabinowitz, Managing Partner of F2 Capital, on VC investing in technology during a seller's market. Hosted by Pimm Foxx and Lisa Ambramowicz.
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    32 min
  • Agricultural Economy Is Softer, More Vulnerable Now: CoBank CEO
    Tom Halverson, CEO of CoBank, discusses the agricultural economy, as trade tariffs take their toll. Clive Crook, Bloomberg Opinion editor, on the EU ruling that the U.K. should be allowed to reverse Brexit, and former BOE Governor Mervyn King blasting May's plan. Marianna Goldenberg, Founder of CURO Wealth Management, on how clients are rushing in to settle divorces ahead of tax changes in 2019. Tim Dissette, Senior Partner at Infinitas, on the fastest pace of consolidation he's ever seen in the financial adviser industry. Broadcasting Live from Commonwealth's "Power In Practice Alumni Workshop" in Orlando. Hosted by Pimm Foxx and Lisa Ambramowicz.
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    30 min
  • Higher-End Housing In U.S. Could See 30-50% Price Drop (Podcast)
    Jeanie Wyatt, CEO and CIO of South Texas Money Management, discusses markets, risks in the housing sector, and her current stock picks.  Ellen Wald, President of Transversal Consulting and Nonresident Senior Fellow at the Atlantic Council's Global Energy Center, on Qatar announcing they will leave OPEC next month. Mike McDonough, Chief Economist: Financial Products at Bloomberg LP, on Trump's trade cease-fire. Greg Steltenpohl, co-founder and CEO of Califia Farms, and former co-founder of Odwalla Juice Company, on scaling a product from sidewalk to a publicly traded company. Hosted by Pimm Foxx and Lisa Ambramowicz.
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    32 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.