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Comcast Bows Out of Fox Fight, Correction in Commodities, Opposition to U.S. Auto Duty Jul 19, 2018

Show notes

Carol is joined by Erik Gordon, Professor at University of Michigan, and Nabila Ahmed, Bloomberg News Media M&A Reporter, to discuss Comcast dropping its bid for Fox assets, leaving the door open for a Disney deal. Reg Gale, Bloomberg News Deputy Managing Editor of Commodities, breaks down commodities approaching correction territory, under pressure in the face of the resurgent dollar and lingering global trade tensions. Bloomberg Economics Latin America Economist Felipe Hernandez and Jonathan Smoke, Chief Economist for Cox Automotive, discuss the impact of U.S. tariffs on imported cars and auto parts. Karl Scheer CIO at the University of Cincinnati, and Janet Lorin, Bloomberg News Endowments Reporter, talk about preparing for possible inflation. And we Drive to the Close with Alan Lancz, Research Director at LanczGlobal.com.

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Morgan Stanley’s Strong Quarter, Fed’s ‘Trio of Doom’, Gap in East-West Coverage Jul 18, 2018

Show notes

Carol is joined by Laura Keller, Bloomberg News Financial Reporter, and Ed Groshans, Senior VP and Banking Analyst at Height Capital Markets, to break down earnings from Morgan Stanley. Rich Miller, Bloomberg News Economics Reporter, explains how some former Fed heads are concerned about current policy. Hitesh Sheth, CEO of Vectra Networks, discusses the business of cybersecurity and the vulnerability of the internet. Jon Erlichman, Anchor of BNN Bloomberg's The Open, recaps Amazon Prime Day, which the company says was the biggest shopping event in its history. And we Drive to the Close with Michael Sheldon, Chief Investment Officer at RDM Financial.

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Concerns Over Netflix Growth, Goldman Ushers in Solomon Era, The FAANG Market Myth Jul 17, 2018

Show notes

Pimm Fox and Bob Ivry sit in for Carol and they speak to Kamaron Leach, Bloomberg News Reporter, and Bob O'Donnell, President and Chief Analyst at Technalysis Research, about the fallout for Netflix stock on slowing subscriber growth. Michael Dowling, CEO at Northwell Health, discusses the role of leadership in the health care industry. Sridhar Natarajan, Bloomberg News Finance Reporter, and Erik Schatzker, Bloomberg News Editor-at-Large, talk about David Solomon taking over at Goldman Sachs for Lloyd Blankfein on Oct 1. We Drive to the Close with D.R. Barton Jr., Chief Technical Strategist, at MoneyMorning.com. And finally Martin Roper, Former CEO at Boston Beer Company, breaks down the impact of the trade war on the consumer packaged goods sector.

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Goldman Prepares for Post-Blankfein Era, $30 Billion in IPO Activity, Amazon’s Online Holiday Jul 16, 2018

Show notes

Pimm Fox and Bob Ivry sit in for Carol and they speak to Sridhar Natarajan, Bloomberg News Finance Reporter, and Alison Williams, Bloomberg Intelligence Senior Financial Research Analyst, about Goldman Sachs planning to name President David Solomon as its next CEO. Jonathan Crane, Chairman at KeyBanc Capital Markets Equity-Underwriting Committee, discusses how 2018 has been a busy year for initial public offerings. Spencer Soper, Bloomberg News Tech & Ecommerce Reporter, andMarissa Tarleton, Retail Analyst at RetailMeNot, talk about what to expect from Amazon Prime Day. Dina Bass, Bloomberg News Tech Reporter, explains how Amy Hood helped reboot Microsoft. And we Drive to the Close with Hank Smith, Co-Chief Investment Officer at Haverford Trust.

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Mixed Bag for Banks, DOJ’s ‘Surprising’ Appeal, Tesla’s Production Hell, IPO Outlook Jul 13, 2018

Show notes

Pimm Fox is in for Carol and is joined by Marty Mosby, Director of Bank & Equity Strategies at Vining Sparks, and Arnold Kakuda, Bloomberg Intelligence Banking and Credit Analyst, for a look at bank earnings and outlook. Craig Moffett, Senior Analyst at MoffettNathanson, breaks down the appeal by the Department of Justice of AT&T/Time Warner merger and the latest on the media M&A landscape. Tom Randall, Bloomberg News Senior Reporter, takes us on an inside look at Tesla. Jeff Thomas, VP and Head of Western Region Listings at Nasdaq, shares his outlook for IPOs, especially in the areas of enterprise software and biotech. We Drive to the Close Jim Russell Portfolio Manager at Bahl & Gaynor. And lastly we look at ‘gradual’ monetary policy with Craig Torres, Bloomberg News Fed Reporter, and Danielle DiMartino Booth, CEO at Quill Intelligence.

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Broadcom Acquisition Hurts Stock, Trade War Impacting Economy, Media M&A Moves Jul 12, 2018

Show notes

Carol is joined by Nico Grant, Bloomberg News Tech Reporter, and Cody Acree, Analyst at Loop Capital, to discuss Broadcom taking a hit for acquisition of CA Technologies for $18.9 billion. Frances Donald, Head of Macro Economic Strategy at Manulife Asset Management, talks about why trade tensions are now becoming economically important. Greg Portell, Partner at A.T. Kearney, breaks down media mergers news, including Disney and Comcast fighting for Fox. Julie Verhage, Bloomberg News Fintech Reporter, and Eric Newcomer, Bloomberg News Startup Reporter, explain that Uber is now accepting Venmo payments from riders. And we Drive to the Close with Eric Clark, Portfolio Manager at Accuvest Global Advisors.

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Fox Suitor Focus at Sun Valley, How Kavanaugh Could Affect Tech, Trade War Escalates Jul 11, 2018

Show notes

Carol is joined by Nabila Ahmed, Bloomberg News Media M&A Reporter, and Paul Sweeney, Bloomberg Intelligence U.S. Director of Research, to talk about how the Disney/Comcast fight for Fox is dominating the Sun Valley media summit. Sal Bruno, CIO at IndexIQ, discusses the impact currencies are having on international investing. Gerrit De Vynck, Bloomberg News Technology Reporter,explains what a Kavanaugh appointment to SCOUTS could mean for the tech industry. Andrew Mayeda, Bloomberg News Trade Reporter, and Christina Fattore, Associate Professor at West Virginia University, breakdown the latest U.S. tariffs on China. And we Drive to the Close with Abhay Deshpande, CIO at Centerstone Investors.

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Tesla Plans Plant in China, Reimagining Workplace Space, ‘Titans’ Like Airlines, Housing Jul 10, 2018

Show notes

Carol is joined by Dana Hull, Bloomberg News Technology Reporter, to talks about Tesla's plan to build 500,000 vehicles a year in China. Ryan Simonetti, CEO at Convene, discusses new funding for flexible meeting and work space startup. Steve Kroll, Managing Director at Monness Crespi Hardt & Co, shares investment ideas from the latest "Titans Dinner.” Jon Erlichman, Anchor of BNN Bloomberg's The Open, discusses the lack of female CEOs in Canada. And we Drive to the Close with Ron Carson, CEO of Carson Group.

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Brexit Resignations Cloud Future, China’s International Effect, Amazon as a Value Stock Jul 09, 2018

Show notes

Carol is joined by Alex Morales, Bloomberg News U.K. Government Reporter, to talk about Prime Minister Theresa May headed for a crisis after key members of the government quit over Brexit. Joe Barrato, CEO at Arrow Investment Advisors, discusses the impact of U.S. China trade conflict on international investments. Michael Bellisario, Senior Analyst at Baird, explains private equity interest in hotel REITs. Matt Winkler, Editor-in-Chief Emeritus of Bloomberg News, says Amazon’s disdain for Wall Street has made it a cheap stock. And we Drive to the Close with Erik Ristuben, Chief Investment Strategist at Russell Investments.

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Trade Conflict Concerning for Retail, Breaking Down June Jobs Report, Biogen’s Trail Win Jul 06, 2018

Show notes

Carol is joined by Seema Shah,Bloomberg Intelligence Senior Consumer Analyst, and Hema Parmar,Bloomberg News Retail Reporter, to discuss the impact the U.S. China trade conflict could have on retail and consumers. Bruce Deifik, CEO at Integrated Properties, talks about his $200 million bet on Ocean Resort Casino in Atlantic City. Lara Rhame, Senior Economist at FS Investment and John Petrides, Managing Director at Point View Wealth Management, analyze the impact of the jobs report on the economy and markets. Cynthia Koons, Bloomberg News Health Care Reporter, explains Biogen stock jumping on positive results from an Alzheimer's drug trial. And we Drive to the Close with Cole Smead, Managing Director at Smead Capital Management.

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