
Trump Hits at Institutional Investors in Single-Family Homes
2026/1/07 | 28 mins.
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.President Donald Trump said he would move to ban institutional investors from buying single-family homes, part of a push to address housing affordability ahead of this year’s midterm elections.“People live in homes, not corporations,” Trump said in a social media post Wednesday announcing the effort, adding that he would expound on the plan at the World Economic Forum in Davos, Switzerland, later this month.The news sent shares of homebuilders, including Toll Brothers Inc., Invitation Homes Inc., KB Home and PulteGroup Inc., down. Shares of Blackstone Inc. — a major investor in single-family homes in the US —fell by as much as 9.3%, though later pared some of those losses.The initiative comes after Trump’s allies have repeatedly raised alarms that affordability has become a political albatross for the GOP heading into the November elections. Trump urged Republican lawmakers Tuesday to avoid losing control of the House this year, saying it would lead to his impeachment. There’s reason for the White House’s concern: Just 36% of Americans said they approved of Trump’s job performance in a Gallup poll released in December, about 2 percentage points higher than his personal low before his first term ended in January 2021. Nearly half of adults described current economic conditions as “poor.”Today's show features: Bloomberg Intelligence Senior REITs and Commercial Real Estate Analyst Jeffrey Langbaum on President Donald Trump’s move to ban institutional investors from buying single-family homes Bloomberg News Corporate and Economic Statecraft Reporter Joe Deaux on the US seizure of a Russia-flagged ship and renewed concerns about potential action toward Greenland Francisco Rodriguez, Senior Research Fellow at the Center for Economic and Policy Research at the University of Denver’s Josef Korbel School of International Studies, on the future of Venezuela’s government and the administration of its oil assets Bloomberg Intelligence Senior Media Analyst Geetha Ranganathan on Warner Bros. Discovery’s rejection of an amended takeover offer from Paramount Skydance and Versant’s shares facing pressure after its spinoff from Comcast See omnystudio.com/listener for privacy information.

The Signs That Favor the Bulls in 2026
2026/1/07 | 6 mins.
It's been nearly three decades since Howard Capital Management developed a proprietary indicator, called the HCM-BuyLine, to help protect client assets. This tool overlays all separately managed portfolios, as well as proprietary Mutual Funds and ETFs in an effort to keep assets on the right side of the market. The HCM-BuyLine is based on a proprietary calculation of the strength of the market derived from the ratio of new highs to new lows on the New York and Nasdaq stock exchanges. The tool uses trend analysis – moving averages – to help identify the broad trend in the equity market and determine when to be in or out of the market.Vance Howard, the founder and CEO of Howard Capital Management, discusses his investing outlook in 2026, the impact of recent US military action in Venezuela, and how to respond to key market trends based on the HCM-BuyLine. Vance speaks with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.See omnystudio.com/listener for privacy information.

Chevron Lines Up 11 Ships as Venezuela’s Dark Fleet Vanishes
2026/1/06 | 41 mins.
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.A small fleet of ships booked by Chevron Corp. is sailing to Venezuela as the company emerges as the only exporter of the country’s oil following the ouster of President Nicolas Maduro by US forces.Chevron is poised to export more Venezuelan oil this month than last, with at least 11 ships scheduled to arrive in the Venezuelan government-controlled ports of Jose and Bajo Grande, according to preliminary data compiled by Bloomberg.All eyes are on the Houston-based company to see if it will begin shipping out more Venezuelan crude after US President Donald Trump said he wanted “total access” to the country’s vast reserves. Chevron is the only Western firm allowed to produce and export crude oil in Venezuela amid American sanctions and it operates under a license granted by the Treasury Department. It is responsible for nearly 25% of the nation’s production and oversees the crude through delivery to fuel-makers in the US Gulf and East Coast markets.Today's show features: Peter Tchir, Head of Macro Strategy at Academy Securities, on the market impact of the US military action in Venezuela and removal of Nicolas Maduro Bloomberg News Cross-Asset Reporter Denitsa Tsekova and Bloomberg News Financial Regulation Reporter Lydia Beyoud on the Bloomberg Big Take on the prediction market boom David Royal, Chief Financial & Investment Officer at Thrivent, on the 2026 investing outlook, the oil market, and the situation in Venezuela Christina Lee, Co-portfolio Manager for US Private Debt strategy at Oaktree Capital Management, on the M&A outlook and key credit market trends to watch See omnystudio.com/listener for privacy information.

Trump’s Venezuela Oil Revival Plan Is a $100 Billion Gamble
2026/1/06 | 7 mins.
Realizing President Donald Trump’s plan for a US-led revival of Venezuela’s beleaguered oil industry could be a years-long and challenging process costing upwards of $100 billion. Years of corruption, underinvestment, fires and thefts have left the nation’s crude infrastructure in tatters. Rebuilding it enough to lift Venezuela’s output back to its peak levels of the 1970s would require companies to invest about $10 billion per year over the next decade, according to Francisco Monaldi, director of Latin American energy policy at Rice University’s Baker Institute for Public Policy. That’s equivalent to more than a third of what Exxon Mobil Corp. — the largest US oil company — has budgeted this year for capital expenditures around the entire globe. Francisco discusses the many challenges ahead for both Venezuela and the US in the post-Maduro era with Carol Massar and Tim Stenovec on Bloomberg Businessweek Daily.See omnystudio.com/listener for privacy information.

Venezuela Regroups With New President, Old Repression Tactics
2026/1/05 | 36 mins.
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Venezuela Regroups With New President, Old Repression Tactics Venezuela’s government is reasserting itself after the capture of Nicolás Maduro, swearing in Delcy Rodríguez as acting president and flashing warning signs that a new wave of repression has begun. As the government continued to churn inside the presidential palace Miraflores, Venezuela’s military counterintelligence officials have been patrolling the streets of Caracas, according to at least two witnesses. At least seven journalists and members of the press were detained on Monday morning and early afternoon, most of them at the National Assembly and its surroundings, according to the national press workers syndicate. Heavily armed security forces and pro-government motorcycle gangs known as colectivos were seen roaming the capital, at times stopping drivers and checking their phones. While they aren’t as influential as they were at the height of Maduro’s power, the State Department has said they have been responsible for killings during protests. Venezuela’s information ministry didn’t immediately respond to a request for comment. Today's show features: Rockford Weitz, Professor of Practice & Director of the Maritime Studies Program at Tufts University's Fletcher School of Law and Diplomacy, on US military action in Venezuela Mike Collins, Managing Director and Executive Portfolio Advisor for Fixed Income at PGIM, on key developments in the bond market Bloomberg Economics Geo-Economic Analyst for Latin America Jimena Zuniga on the global economic implications of the US ousting Nicolas Maduro from power Sam Stovall, Chief Investment Strategist for CFRA Research, on the investing outlook to begin 2026 See omnystudio.com/listener for privacy information.



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