The Tape

The Tape

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The Tape episodes

  • The Ball Is In Comcast’s Court :Paul Sweeney
    Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, will discuss 21st Century Fox agreeing to a $71 billion bid from Disney. Sarah Ponczek, Bloomberg Cross-Asset Reporter, will discuss recent news of General Electric getting kicked out of the Dow. Eric Kuby, CIO of North Star Investment Management, on the small and micro-cap stocks. Mark Freeman, CIO of Westwood Holdings Group, will discuss global growth and how it may be impacted by Tariffs and global trade disputes, as well as inflation concerns and market volatility. 
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    29 min
  • We are starting to see the fruit of regulatory easing: Terrazas
    Aaron Terrazas, Zillow senior economist, on new homes starts data, and the housing market. Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on U.S trade and tariffs.  David Carrington, Jefferson County Commissioner in Alabama, will discuss how Jefferson County Commission saved $14.2 million by refinancing existing debt. Micheal Rea, CEO of RX savings solutions, regarding the latest with the drug price debate and Trump policy. 
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    32 min
  • Hard to Price in Tarrifs: Michael Zezas
    Tom Halverson, CEO of CoBank, discusses the US farm economy in light of Trump tariffs and trade wars. Aaron Kennon, Chief Executive Officer at Clear Harbor Asset Management, on markets and investing. Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan Stanley, on U.S tariffs on Chinese imports. Jamie Gilpin, CMO at Sprout Social, will discuss the data in their recent report as it relates to Facebook still reigning as the supreme social network, and how businesses can adapt based on their current strategies.  
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    31 min
  • Other Countries Are Going To have To Learn To Deal With President Trump : Jack Devine
    Joining Bloomberg Markets AM today is Andrew Mayeda, Bloomberg Economics Reporter, to 
    discuss the impact of the tariffs on trade. Also joining the show is Paul McNamara, 
    Investment Director at GAM UK to talk emerging markets. We also have Greg Hahn, Winthrop 
    Capital Management, President and CIO, to discuss the bond markets. And rounding out 
    today’s show is Jack Devine, Founding Partner and President of the Arkin Group on his latest 
    intelligent report on North Korea and the Trump tariffs on China. 
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    30 min
  • Health Care Investing and Economic Outlook
    Joining the Bloomberg Markets AM show is Scott LI, Principle of CRG private health sector, discussing their acquisition of Envision health care corporation. Also joining the show  is Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the FOMC meeting and economic outlook. We also speak with Gerry Smith, Bloomberg Media Reporter, on his recent article "Disney Under Gun to Respond to Comcast's $65 Billion Fox Bid”. Rounding out the show is Eric Stein, Co-Director of Global Income at Eaton Vance, on the bond market, the yield curve and current market outlook. 
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
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    32 min
  • Oil reports are very Normal : Stephen Schork
    Stephen Schork, President of the Schork Group, on oil markets, natural gas, and upcoming OPEC meeting. Roger Hargens, CEO of Accumold, on the wearable market, and how they are tackling the skilled worker shortage. Jim Kee, President of South Texas Money Management, will discuss the markets, the economy, and investment strategy. an outlook for the economy and markets.   
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    24 min
  • Look at Value Compared to growth says Bent Hunt
    Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses CPI data, the FOMC, the range bound market, and treasury futures. Ben Hunt, Chief Investment Strategist at Salient, will discuss inflation and economic data. Chris Thompson, President and CEO, Brand USA, will discuss the state of international travel to the U.S, and marketing strategies implemented to promote the country as a premier and welcoming destination. Evan Brown, (CFA) Director of Asset Allocation in the Investment Solutions team, UBS Asset Management, will discuss the U.S, North Korea summit, U.S inflation, the Fed, and U.S, China trade.  
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    33 min
  • Markets may be facing disrespectful tweet fatigue : Paulsen
    Joel Levington, Senior Credit Analyst for Bloomberg Intellligence, will discuss why GE bonds may have bottomed, and why auto bonds have been among the worst this year. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, on markets, risks and current investment strategy. Paul Galvin, Chairman and CEO of SG Blocks, will discuss how the company is bringing greener container-based modules to the mainstream of modular construction. Cohen & Steers Tyler Rosenlicht, SVP and PM of midstream energy, and Nick Koutsoftas, SVP and PM of commodities, discuss the state of midstream energy in the US, and the broader commodities market.
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    33 min
  • Eric Wiegand, Senior Portfolio Manageron markets and investing
    Rick Helfenbein, president and CEO of the American Apparel & Footwear Association (AAFA), on how tariffs will end up costing the American consumer. Andrew Stoltmann, Securities Fraud Attorney at Stoltmann Law Offices, will discuss how Warren Buffet and Jamie Dimon are teaming up to call for the end to quarterly earning guidance by companies. Damian Sassower, fixed income strategist for Bloomberg Intelligence, will discuss the latest news with emerging market economies. Eric Wiegand, Senior Portfolio Manager for U.S. Bank Wealth Management, on markets and investing.
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    34 min
  • The Market has Distinct Trading Pattern : Phil Orlando
    Matt Forester, Chief Investment Officer for BNY Mellon Lockwood Advisors, will discuss key concerns with the markets today, and how they’re likely to impact investors. Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team, J.P. Morgan Asset Management, will discuss the state of the markets and the global economy. Phil Orlando, Chief Equity Market Strategist at Federated, on the confluence of politics, economics and the financial markets. Vincent Reinhart, Chief Economist at Standish, on the economic outlook and the Fed.
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    38 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.