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July 9, 2019
Richard Branson Is Taking Space-Tourism Unit Public
Virgin Atlantic CEO Richard Branson and Social Capital CEO Chamath Palihapitiya speak to Bloomberg's Vonnie Quinn and Guy Johnson to discuss taking space-tourism company Virgin Galactic public. Christopher Jasper, transport/aviation reporter for Bloomberg, breaks down the key takeaways. Thomas Siebel, Founder, Chairman and CEO of C3, discusses his new book, "Digital Transformation: Survive and Thrive In An Era of Mass Extinction." Chris Whalen, Chairman of Whalen Global Advisors, on Piper Jaffray buying Sandler O’Neill & Partners LP for $485 million. Bill Studebaker, President and CIO of ROBO Global, discusses the tech arms race between the U.S. and China, and how that has impacted the trade war. Richard Branson Is Taking Space-Tourism Unit Public (Podcast)
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33 min
July 8, 2019
Analysts Sour On Apple As China Nationalism Hits iPhone
John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Wall Street souring on Apple, and Google denying being in talks with Dish to create a 4th network. Joey Bergstein, Seventh Generation CEO, on the company's 2025 goals and lobbying efforts on climate change. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on why Deutsche Bank's reboot looks real this time. Lakshman Achuthan, Co-Founder and Chief Operating Officer at the Economic Cycle Research Institute and a Bloomberg Opinion columnist, discusses his column: "The Myth of the Tight U.S. Labor Market." Hosted by Lisa Abramowicz and Paul Sweeney.
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27 min
July 5, 2019
Jobs Print Takes 50bp July Rate Cut Off Table: Dudley
Bill Dudley, former New York Fed President and senior researcher at Princeton University’s Center for Economic Policy Studies, discusses the Fed, the economy, and his column: "The Fed Should Keep Its Tools in Their Place." Jim Bianco, President and Founder of Bianco Research, on interviewing for one of the open Fed governor positions. Steven Arons, German banks reporter for Bloomberg, on how Deutsche Bank's U.S. cuts may go far deeper than equities and rates. Kate Krader, Bloomberg Pursuits reporter, on her column, "You’re Grilling Wrong! Chefs Share What Not to Do Over the Coals." Hosted by Lisa Abramowicz and Paul Sweeney.
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35 min
July 3, 2019
Biggest Risk Is Downside Jobs Surprise: JPM's Kennedy
Tom Kennedy, Global Head of Macro & Fixed Income Strategy, J.P. Morgan Private Bank, discusses his current outlook for fixed income markets and the Fed. Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on why Christine Lagarde is a great choice for head of the ECB. Bridget van Kralingen, Senior Vice President of IBM Global Industries, Clients, Platforms & Blockchain, discusses the rapid adoption of TradeLens, their blockchain-enabled digital shipping platform. Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, discusses Broadcom in advanced talks to buy cybersecurity firm Symantec Corp. Hosted by Lisa Abramowicz and Paul Sweeney.
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27 min
July 2, 2019
Big EU-Mercosur Trade Deal Sends Message To Trump, UK
Therese Raphael, Bloomberg Opinion editor, discusses Trump's new round of EU tariff threats and the EU-Mercosur trade deal. Michelle Krebs, Executive Analyst at AutoTrader, on auto sales and truck wars. Steve White, CEO and Founder of Harvest Health & Recreastion, discusses the cannabis market after Illinois becomes the 11th state to legalize marijuana. Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on Saudi Aramco reviving its IPO, and key takeaways from the OPEC meeting. Hosted by Lisa Abramowicz and Paul Sweeney.
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27 min
July 1, 2019
Big Mistake To Not Enlist Europe Against China: Rhodes (Podcast)
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the lack of a substantive China trade deal for the U.S. Jason Schenker, President of Prestige Economics and a Bloomberg Opinion columnist, on the OPEC meeting. Lanhee Chen, Research Fellow at the Hoover Institution, on the Democratic candidates and the 2020 political landscape. Michael Hirson, Practice Head, China and Northeast Asia for Eurasia Group, on Trump's meeting with Xi Jinping and the geopolitics of North Korea. Hosted by Lisa Abramowicz and Paul Sweeney.
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33 min
June 28, 2019
GOP Strategist Heye Warns Dems Lurching Too Far Left
Doug Heye, former RNC Communications Director and Republican Strategist, unpacks the second night of Democratic debates. Maria Considine King, Senior Vice President, Practice Management at Commonwealth Financial Network, discusses why women advisors need more visibility. Bloomberg's Mike McKee, International Economics & Policy Correspondent, and Steve Engle, TV correspondent in Hong Kong, discusses the key trade and political highlights from G20. Jack Daniels' Assistant Master Distiller Chris Fletcher on what goes into making a premier bourbon, and a look at the biggest markets for bourbon around the world. Hosted by Lisa Abramowicz and Paul Sweeney.
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28 min
June 27, 2019
Ford Moves In Right Direction With Euro Job Cuts: Kudla
David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Ford eliminating 20% of its workforce across Europe. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the winners and losers of the first Democratic debate. Ron Luzon, CEO of My Size, on disrupting online clothes shopping with a “virtual measuring tape" to find the perfect fit, all done from a 4-inch smart phone. Aaron Brown, Bloomberg Opinion columnist and former head of financial market research at AQR Capital Management, discusses the bitcoin rally. Hosted by Lisa Abramowicz and Paul Sweeney. Samara Lenga
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29 min
June 26, 2019
Little Upside Left in U.S. Junk Bonds: Diamond Hill
Bill Zox, CIO of Fixed income at Diamond Hill Capital Management, to discuss why there's little upside left in the high yield space. Leland Miller, CEO of China Beige Book International, on China Beige Book's new Q2 2019 Early Look Brief, and outlook for Trump and Xi at G20. Tim O'Brien, Executive editor for Bloomberg Opinion, previews the Democratic debates and discusses the Mueller hearings. Logan Mohtashami, Senior Loan Officer at AMC Lending Group, on housing data and outlook. Hosted by Lisa Abramowicz and Paul Sweeney.
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30 min
June 25, 2019
Allergan Is A Short-Term Cosmetic Fix For AbbVie: Nisen
Max Nisen, Bloomberg Opinion health care columnist, on AbbVie buying Botox maker Allergan for $63 billion. CoinShares Chairman Danny Masters discusses the bitcoin rally and Facebook's new Libra cryptocurrency. Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, discusses how trade and tariffs worries are draining consumer confidence. Hal Brands, the Henry A. Kissinger Distinguished Professor at Johns Hopkins University and a Bloomberg Opinion columnist, discusses Trump mulling ending the postwar defense pact with Japan. Hosted by Lisa Abramowicz and Paul Sweeney.
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27 min
June 24, 2019
Private Equity Fees Are Ripe For The ’Vanguard Effect’
Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Vanguard considering offering private equity to investors. Francis Greenburger, Time Equities Chairman & CEO, discusses how the recent change to rent laws in NYC could tank real estate values. Burt Flickinger, Managing Director for Strategic Resource Group, on Toys 'R' Us coming back from the dead to open U.S. stores. Eran Baniel, CEO of DouxMatok on new funding that will help bring their sugar reduction product to market later this year. Hosted by Lisa Abramowicz and Paul Sweeney.
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29 min
June 21, 2019
Fed's Williams Is Trying to Clean Up Powell's Error (Podcast)
Phil Orlando, Chief Equity Market Strategist at Federated Investors, on markets, the Fed and current investment strategy. Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute, on Trump pulling out of Syria, General Mattis' resignation, and China's espionage. CoinShares Chairman Danny Masters discusses why Switzerland unveiling a legal framework for regulating blockchain on a national level is "meaningful." Susan DeVore, CEO of Premier Inc., on what to expect in health care in 2019. Hosted by Pimm Foxx and Lisa Ambramowicz.
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30 min
June 20, 2019
Slack CEO, CFO On Why They Went With A Direct Listing
Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, on Slack going public in a direct listing, and Slack CEO Stewart Butterfield and CFO Allen Shim speak from the NYSE with Emily Chang of Bloomberg Television. Sarah Halzack, Bloomberg Opinion retail columnist, on why consumer giants should use their brand power in a more forceful way to make their case against Trump's trade policy. Barry Knapp, Managing Partner, Ironsides Macroeconomics LLC, on the Fed decision and his current economic and investment strategy.
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29 min
June 19, 2019
Sell Credit On A Dovish Rally: PGIM's Mike Collins
Mike Collins, Senior Fixed Income Portfolio Manager for PGIM, on the bond market and what to expect from the Fed. Lionel Laurent, Bloomberg Opinion columnist, on Facebook's new cryptocurrency Libra, and whether it is offering anything new or better to consumers. PenFed President and CEO James Schenck discusses his USA Today op-ed on why consumers shouldn't panic about the inverted yield curve. Tara Lachapelle, Deals, Telecom and Media Columnist for Bloomberg Opinion, on how the T-Mobile- Sprint merger may be spoiled by selling assets to Dish. Hosted by Paul Sweeney and Alix Steel (filling in for Lisa Abramowicz).
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26 min
June 18, 2019
Lighthizer Signals Progress On USMCA, But Not On China
Bloomberg's Mike McKee, International Economics & Policy correspondent, and Shawn Donnan, Senior Trade reporter, discuss what to expect from U.S. Trade Representative Robert Lighthizer testimony to the Senate Finance Committee on trade policy agenda. Saleha Mohsin, Treasury reporter for Bloomberg, discusses the White House exploring the legality of demoting Fed Chair Jay Powell. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses what to expect from the Fed this week (Alix Steel filling in for Lisa Abramowicz).
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20 min
June 17, 2019
Array Deal Gives Pfizer Deep Cancer Expertise: Fazeli
Sam Fazeli, Director of Research for Bloomberg Intelligence, on Pfizer expanding its cancer platform with the $10.6 billion Array BioPharma deal. Leland Miller, CEO of China Beige Book International, on why Xi Jinping and Trump will want to make a deal at the G20. Matt Maley, Managing Director and Equity Strategist for Miller Tabak & Co., on why markets could see a leg down, and what to expect from Jay Powell.  Yalman Onaran, Senior Finance Writer for Bloomberg, on Deutsche Bank considering shuttering its U.S. equities trading unit. Hosted by Lisa Abramowicz and Paul Sweeney.  
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27 min
June 14, 2019
Overdependence On Fed Cuts Stems From Uncertainty: Slok
Torsten Slok, Chief Economist for Deutsche Bank AG, on why markets shouldn’t be so certain that the Fed is cutting rates. Duncan Wood, Director of the Mexico Institute at The Wilson Center, on what’s in President Trump’s new deal with Mexico. Deena Shanker, Bloomberg consumer reporter, on Impossible Foods experiencing shortages, and Tyson launching their own meatless product. Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, discusses whether it's time to get defensive. Hosted by Lisa Abramowicz and Paul Sweeney.
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32 min
June 13, 2019
Hong Kong Is Destined To Be Another Mainland City
Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on the Hong Kong protests and how investors are reacting. Jim Crowley, CEO of Pershing, discusses his vision as the newly-appointed CEO and trends impacting the industry. Clint Watts, Senior Fellow at the Foreign Policy Research Institute, discusses President Trump’s interview with ABC News' Stephanopoulos where he says he’d take foreign information on 2020 opponents. Matt Forester, Chief Investment Officer at BNY Mellon's Lockwood Advisors, discusses preparing a portfolio for a recession. Hosted by Lisa Abramowicz and Paul Sweeney. Broadcasting Live from the BNY Mellon Pershing INSITE conference in Phoenix.
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31 min
June 12, 2019
Invesco’s Hooper: Tech Is Attractive Despite Headwinds
Kristina Hooper, Chief Global Market Strategist at Invesco, discusses why a recession isn't in the cards for mid-2020. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, on markets and his current investment outlook. Josh Wingrove, White House reporter, on how Trump’s patience with tariffs hinges on an unlikely feat by Mexico. Jeff McCarthy, the Chief Executive Officer of Exchange Traded Funds for BNY Mellon, discusses the annually growing inflows into ETFs. Broadcasting Live from the BNY Mellon Pershing INSITE conference in Phoenix. Hosted by Lisa Abramowicz and Paul Sweeney.Samara Lenga
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29 min
June 11, 2019
80% of Bain’s Distressed Purchases Have Been Outside the U.S. (Correct)
(Corrects title in reference to Bain's credit purchases.)Jonathan Lavine, Co-Managing Partner and Credit Chief Investment Officer at Bain Capital, discusses the private credit markets. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Apple having the capacity to make iPhones out of China if it needs to. Danton Goei, portfolio manager for the Davis Large Cap, Global, and International Portfolios at Davis Funds, discusses why China tech stocks are undervalued due to the trade war. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses whether traders are ahead of themselves on a Fed cut. Hosted by Lisa Abramowicz and Paul Sweeney.
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28 min
June 10, 2019
Too Much Worry About Emerging Markets: Van Eck's Fine
Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, discusses why EM fears are overblown. Anurag Rana, Software & IT Services analyst for Bloomberg Intelligence, on Salesforce buying Tableau. Brad McMillan, Chief Investment Officer at Commonwealth Financial Network, on why there's lots of strength left in U.S. equity markets. Joseph Abboud, designer and Chief Creative Director of Men’s Wearhouse, on Father's Day gifts and men's fashion trends. Hosted by Lisa Abramowicz and Paul Sweeney.
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29 min
June 7, 2019
Philip Morris Bets The Company's Future On Vaping Products
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28 min
June 6, 2019
Why The US Dollar Is Poised to Weaken Vs Euro
Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the dollar, EM currencies and interest rates. Brian Fenty, Co-Founder and CEO of TodayTix, expands beyond ticket sales to developing their own live shows. Hector Barreto, Chairman of The Latino Coalition and former U.S. SBA Administrator, on the U.S. and Mexico failing to reach an agreement to avert tariffs. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on Fiat-Chrysler pulling its bid for Renault.
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29 min
June 5, 2019
Mike Mayo: Banks Are Poised To Party Like It’s 1995
Mike Mayo, Senior Banking Analyst for Wells Fargo Securities, on his market moving note on how banks are poised to "party like its 1995" if rates were cut. Ken Fisher, Founder, Executive Chairman and Co-CIO of Fisher Investments, on how America is getting funded by Europe and Japan. Mark Shafir, Co-Head Global Mergers & Acquisitions at Citigroup, on cross-border mergers falling to a record low in 2019. Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations and Senior Advisor at Exante Data, on how Trump's trade wars are impacting the global economy. Hosted by Lisa Abramowicz and Paul Sweeney. 
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36 min
June 4, 2019
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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29 min
June 3, 2019
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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30 min
May 31, 2019
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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28 min
May 30, 2019
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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28 min
May 29, 2019
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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33 min
May 28, 2019
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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29 min
May 24, 2019
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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28 min
May 23, 2019
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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30 min
May 22, 2019
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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25 min
May 21, 2019
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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28 min
May 20, 2019
Tesla Growth Story May Be Shifting To Solvency Story
David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Tesla shares dipping below $200, and Ford slashing 7k jobs in restructuring. Elliott Stein, Senior Litigation Analyst for Bloomberg Intelligence, on Deutsche Bank under a U.S. money laundering microscope. Jordan Gaspar, Managing Partner of AccelFoods, on the future of food and how to invest in it. Edward Hertzman, Founder and President of Sourcing Journal, discusses how tariffs will impact the apparel and footwear industries, and how companies are responding. Hosted by Lisa Abramowicz and Paul Sweeney. 
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27 min
May 20, 2019
China Is Vulnerable But Deal Unlikely: HKS' Lawrence (Podcast)
Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic advisor to President Clinton, on why a China trade deal is looking unlikely in the near future. Martin Stephan, the Deputy CEO of Carbios, a French recycling biotech company, on their technology that aims for zero plastic waste. Alex Webb, Bloomberg Opinion technology columnist, discusses his column: "Amazon-Deliveroo Alliance Would Eat Uber For Dinner." Will Rhind, CEO of GraniteShares, with his mid-year outlook on gold and oil. Hosted by Lisa Abramowicz and Paul Sweeney.
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30 min
May 16, 2019
Huawei Threat Poses Grave Risk To Trade Deal
Meredith Sumpter, Research Strategy & Operations Head at Eurasia Group, on how U.S threats against Huawei pose a grave risk to the company and to a trade truce. Bloomberg Intelligence's Woo Jin Ho, Senior Technology Analyst, and John Butler, Senior Telecoms analyst, discuss Trump's moves against Huawei, what it means for the telecom sector, and how it could impact 5G rollout. Virginie Costa, CFO of Godiva, on Godiva's push into the cafe business. Burt Flickinger, Managing Director for Strategic Resource Group, with insights into Walmart. Hosted by Lisa Abramowicz and Paul Sweeney.
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29 min
May 15, 2019
Why Bermuda Is At The Forefront Of Blockchain Tech (Podcast)
The Honorable David Burt, Premier of Bermuda, discusses the country’s growing crypto and blockchain business. Dr. Christopher Smart, Head of the Barings Investment Institute, on the trade war and emerging markets. Craig Johnson, President of Customer Growth Partners, on Macy's and retail earnings. Lulu Chen, Hong Kong technology reporter for Bloomberg, on Alibaba and Tencent earnings, and what it says about the China consumer. Hosted by Lisa Abramowicz and Paul Sweeney.
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29 min
May 14, 2019
Legal System Not Capable Of Regulating Tech: Gibney
Author and venture capitalist Bruce Gibney discusses his new book, "THE NONSENSE FACTORY: The Making and Breaking of the American Legal System," on how the legal system should be fixed to become less arbitrary and more legitimate. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on what to expect next in the China trade war. Sonali Basak, investment banking reporter for Bloomberg, on the Uber blame game. Joel Stern, Chairman and CEO of Stern Value Management, on economic forecasters missing the mark on growth. Hosted by Lisa Abramowicz and Paul Sweeney.
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30 min
May 13, 2019
Trump's Bashing of Intel Agencies A Big Concern: Sen. Angus King
Senator Angus King (I-Maine) discusses the Mueller report fallout and the cyber security task force he's launching. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, examines recent escalations from North Korea, Russia, Iran, and China. Tom Giles, Bloomberg technology reporter, on Apple getting hit on China tariff concerns and the Supreme Court ruling against the company. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on risk to EM currencies following the collapse of China trade talks.
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27 min
May 10, 2019
U.S. Is More Vulnerable Than Headline Numbers Suggest
Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how the collapse of China trade talks will impact markets and investment. Mike McKee, International Economics & Policy Correspondent for Bloomberg, on how Trump's tweets about tariff impact to farmers don't add up. Andy Kuper, CEO of LeapFrog Investments, an impact-only private equity fund manager, discusses investing in emerging markets. Shira Ovide, Bloomberg Opinion technology columnist, on Uber's IPO. Hosted by Lisa Abramowicz and Paul Sweeney.
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29 min
May 9, 2019
Anadarko Will Be Huge Stretch For Occidental's Coffers
Simon Casey, Energy Americas Team Leader for Bloomberg, on an Occidental jet landing in Shell's hometown, amid a bidding war for Anadarko. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the dollar and market implications from trade war. Lucas Shaw, Bloomberg Entertainment Reporter, on Disney’s streaming business, and Walmart getting into programming content. Andy Browne, Editorial Director for Bloomberg New Economy Forum, on U.S.-China trade negotiations, and what China wants now. Hosted by Lisa Abramowicz and Paul Sweeney.
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29 min
May 8, 2019
Streaming Could Kill Cable In 4-5 Years: Porter Bibb
Porter Bibb, Managing Partner for MediaTech Capital Partners, on Disney and an overview of the digital media sector, which is in sustained transition. Randy Brown, CIO of Sun Life and Head of Investments for Sun Life Investment Management, on the increase in institutional investment in private debt. Ariel Cohen, Senior Fellow at the Atlantic Council, on Iran setting a 60-day deadline for its nuclear deal counterparts to abide by their commitments on oil and banking. Molly Smith, Corporate Finance Reporter for Bloomberg, on the IBM deal, and more big debt deals on the way. Hosted by Lisa Abramowicz and Paul Sweeney.
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26 min
May 7, 2019
EU Growth is OK for Credit, Not So Much For Stocks
Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund and a Bloomberg Opinion columnist, on the European Commission cutting growth forecasts. Matt Maley, Chief Equity Strategist for Miller, Tabak & Co., on the China trade deal looming over markets, and the quality of earnings. Chris McCann, CEO, 1-800-FLOWERS.COM, Inc, on the Mother's Day gifting season and company outlook. Dr. Henry Huiyao Wang, founder and president of the Center for China and Globalization, on what's holding back the China trade talks. Hosted by Lisa Abramowicz and Paul Sweeney.
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30 min
May 6, 2019
M&A Pipeline Is More Robust In 2020: Citizens' McCree
Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Financial Group, discusses the robust M&A market for small and mid-sized companies. Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on oil markets, as the U.S. amps up pressure on Venezuela and Iran. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on how soft commodities have become a macro bet. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on Trump threatening an escalation of tariffs on China. Hosted by Lisa Abramowicz and Paul Sweeney.
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26 min
May 6, 2019
Strength In All 13 Job Sectors Of Economy: Manpower
Becky Frankiewicz, President of ManpowerGroup North America, discusses the jobs landscape and what industries are showing the strongest hiring. David Dietze, Founder, President and Chief Investment Strategist of Point View Wealth Management, and Peggy Collins, U.S. Investing team leader, on the annual Berkshire Hathaway meeting and Buffett taking a stake in Amazon. Kristina Hooper, Chief Global Market Strategist at Invesco, on jobs data, central banks, and how different global elections and events could rattle markets. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses Fed pick Moore dropping out, the state of the White House and AG Barr.  Hosted by Lisa Abramowicz and Paul Sweeney. 
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29 min
May 2, 2019
Commercial Real Estate Market Is Sizzling: Lowenberg
Susan Lowenberg, President of the Lowenberg Corporation, on the booming commercial real estate market. Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, with a "halftime report" for earnings season. Elton Kwok, General Manager: Northern California Region at WeWork, discusses the company's business model and the market for shared workspace. Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on Tesla planning to raise $2 billion. Hosted by Lisa Abramowicz and Paul Sweeney.
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31 min
May 2, 2019
Investors Fail To Ask Apple Most Fundamental Question
Shira Ovide, Bloomberg Opinion technology columnist, on the existential problem of Apple's declining iPhone sales. Harley Finkelstein, COO of Shopify, discusses earnings and why the direct to consumer movement is the future of retail. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the $2 trillion proposed infrastructure plan. Ken Monaghan, Amundi Pioneer Co-Director of High Yield, discusses the high yield landscape. Bloomberg Markets AM with Lisa Abramowicz and Paul Sweeney.
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30 min
May 1, 2019
Behind the Scenes With Bill Rhodes, 'Banker to the World'
For an episode of Bloomberg's podcast Behind the Scenes, Lisa and Paul sat down with "Banker to the World" Bill Rhodes, Chairman of William R. Rhodes Global Advisors, LLC, to talk about his career path, his time in Venezuela, and the advice he gives to students. Subscribe to Behind the Scenes anywhere you listen to podcasts.
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1 min
April 30, 2019
Leveraged Loans Offering Better Risk-Reward: Finke
Tom Finke, Chairman and CEO of Barings, on the Milken conference and his current investment strategy and outlook. Nell Abernathy, Vice President of Policy and Strategy at the Roosevelt Institute, on why markets alone can't correct the imbalance of income and power in the economy. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on Alphabet's revenue miss. Sam Fazeli, Director of Research for Bloomberg Intelligence, on big pharma earnings today: Pfizer, Eli Lilly and Merck & Co. Hosted by Lisa Abramowicz and Paul Sweeney.
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29 min
April 29, 2019
Zoom CFO: Primary Goal Post-IPO Is Organic Growth
Kelly Steckelberg, CFO of Zoom, on going public and the company outlook. Clive Gillmore, CEO and Group CIO of Mondrian Investment Partners, to discuss international equities and emerging markets, and what it means for US investors. Bruce Levine, the Barbara and Edward Netter Professor in Cancer Gene Therapy at the Center for Cellular Immunotherapies at Penn, and co-founder of TMunity, discusses the latest gene therapy technologies, TMunity product pipeline, and acquisition goals. Patrick Clark, Bloomberg hotel reporter, on Marriott expanding its home-sharing business to compete with Airbnb. Hosted by Paul Sweeney and Lisa Abramowicz.
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24 min
April 26, 2019
AutoNation Looks Toward Used Cars Ahead of Downturn
Carl Liebert, President and CEO of AutoNation, on earnings and outlook, and the health of the auto loan landscape. Paul Galvin, head of sustainable construction company SG Blocks, which repurposes shipping containers into living and working environments. Tom Atteberry, Portfolio Manager for FPA, on the Fed, fixed income, and the economic slowdown. Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, and Olivia Zaleski, Bloomberg deals reporter, on Uber's IPO filing and Slack's impending listing. Hosted by Lisa Abramowicz and Paul Sweeney. 
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29 min
April 25, 2019
Macri Frittered Away His Time To Make Reforms: Rhodes (Podcast)
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on Argentina and Venezuela. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, previews Intel and discusses the rally in semiconductor stocks. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Ford and Tesla. Brian Chappatta, Bloomberg Opinion debt columnist, discusses why the Fed should buy muni bonds in the next recession.
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27 min
April 24, 2019
Facebook Ad Spending Is Solid Despite Privacy Issues (Podcast)
Mark Douglas, CEO of SteelHouse, on the ad landscape for Facebook and Twitter. Gilda Perez-Alvarado, CEO of JLL Hotels & Hospitality, discusses where investors are flocking, and what's driving M&A in the hotel space. Welles Fitzpatrick, Managing Director: E&P Research at SunTrust Robinson Humphrey, on how Occidental's bid for Anadarko compares to Chevron's. Liam Denning, Energy, Mining and Commodities columnist for Bloomberg Opinion, previews what to expect from Tesla earnings. Hosted by Lisa Abramowicz and Paul Sweeney.
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28 min
April 22, 2019
Bolton's Desire For Iran Regime Change Hits Oil Market
John Kilduff, Founding Partner of Again Capital, on the Trump Administration eliminating Iran oil sanction waivers. Max Chafkin, Bloomberg Businessweek Features Editor, on Tesla: investor day, earnings, SEC case and feud with Panasonic. David Loevinger, Sovereign Analyst and China Expert at TCW, and former Senior Coordinator for China at the Treasury Department, on the trade war and broader implications for emerging markets investing. Brian Deese, Global Head of Sustainable Investing at BlackRock, discusses the investment implications for climate-related risks on Earth Day.
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27 min
April 18, 2019
Barr Broke From Mueller On Who Calls Obstruction: Mintz
Bob Mintz, former federal prosecutor and Partner at McCarter & English, with legal analysis of the Mueller report. Karen Ubelhart, Senior Industrials analyst for Bloomberg Intelligence, on Honeywell earnings and outlook for industrials. Jacob Frenkel, former federal prosecutor with an Independent Counsel, now partner at Dickinson Wright, discusses Attorney General Barr's handling of the Mueller report. Kristine Owram, on discuss Canopy Growth Corp. buying Acreage Holdings Inc. for about $3.4 billion, in what would be the first major cross-border cannabis merger. Hosted by Lisa Abramowicz and Paul Sweeney.
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31 min
April 16, 2019
The Ultra-Wealthy Favor Private Corporate Investments
Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing after Q1. Michael Terwilliger, Portfolio Manager for the Resource Credit Income Fund, on how a new 48-hour trade reporting delay for corporate bonds could impact the market. Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, on Johnson & Johnson’s better than expected drug sales, and UnitedHealth raising their outlook. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on how Venezuela sanctions are keeping investors away. Hosted by Lisa Abramowicz and Paul Sweeney. 
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28 min
April 15, 2019
Tiger Woods Is Once Again Golf's Biggest Star (Podcast)
Eben-Novy Williams, Bloomberg sports reporter, on the ripple effect of Tiger Woods winning the Masters. Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on Citigroup and Goldman Sachs earnings. Laura Davison, Congressional Tax Reporter for Bloomberg, on how most taxpayers felt no benefit from the Trump tax cut. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on the China trade deal.
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26 min
April 12, 2019
Banks Reveal Concerning Credit Deterioration: Peabody
Charles Peabody, President of Portales Partners LLC, on bank earnings and why the picture isn't as rosy as the market seems to think. Tara Lachapelle, Deals, Telecom and Media Columnist for Bloomberg Opinion columnist, on Disney's new video service which undercuts Netflix. Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on credit markets, the Fed, and the firm's new global outlook. Shira Ovide, Bloomberg technology columnist, on why investors are going to have a hard time valuing Uber.
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29 min
April 11, 2019
How Science Can Jumpstart Economy: MIT Economists
Jonathan Gruber, Professor of Economics at MIT and the key architect of both Romneycare and Obamacare, and Simon Johnson, Professor of Entrepreneurship at MIT and former chief economist to the IMF, discuss their new book: "Jumpstarting America: How Breakthrough Science Can Revive Economic Growth and the American Dream." RJ Gallo, Senior Portfolio Manager: Fixed Income at Federated, on why he's not worried about the Fed balance sheet. Lionel Laurent, Bloomberg Opinion columnist covering finance and markets, on Theresa May dragging Europe into Brexit's quicksand. John Butler, Senior telecom analyst for Bloomberg Intelligence, on why T-Mobile's proposed deal to buy Sprint stands on shaky ground. Hosted by Paul Sweeney and Lisa Abramowicz (Vince Cignarella filling in for Lisa Abramowicz.)
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30 min
April 10, 2019
Bank CEO Hearings Put Spotlight On Forced Arbitration
Max Abelson, money and power reporter for Bloomberg, discusses the big U.S. bank CEOs testifying in today's “Holding Megabanks Accountable" hearing before Congress. Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, on why investors should follow the money flows. Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, on Uber's IPO and outlook for food delivery ride-hailing apps. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on forex and monetary policy. Hosted by Lisa Abramowicz and Paul Sweeney.
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37 min
April 9, 2019
Trade and Tariff Disputes Between the U.S. and EU (Podcast)
Shawn Donnan, Bloomberg Senior Trade Reporter, discussing the EU and U.S. trade and tariff disputes. We also have David Dietze, President and Chief Investment Strategist at Point View Wealth Management, discussing markets and investing. Also joining in on the conversation is Adam Tempkin, reporter covering structured finance for the Bloomberg credit team, on his recent story "Inflated Credit Scores Leave Investors in the Dark on Real Risks". Also, we have Maggie Johndrow, Financial Advisor and Founder of Johndrow Wealth Management, on new tax law changes around alimony and child support, as the April 15th tax deadline approaches. Hosts: Lisa Abramowicz and Paul Sweeney
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28 min
April 8, 2019
The Health of the Middle Markets and U.S. Economy
Joining in on today's conversation is Randy Schwimmer, Head of Capital Markets & Originations at Churchill Asset Management, on the lending landscape and the health of the middle market. We also have John Authers, Bloomberg Senior Editor for Markets and a Bloomberg Opinion Columnist, on the latest Brexit news and updates. Also joining in on the conversation is Charles Massimo, CEO of CJM Wealth Management and Founder of Autism Communities, on the financial impact of autism, and their upcoming fundraiser. And joining in studio is Joe Brusuelas, Chief Economist at RSM, on RSM’s GDP forecast and his predictions for the U.S. economy. Hosted by Lisa Abramowicz and Paul Sweeney.
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29 min
April 5, 2019
U.S. Economy Is Better Than Bonds Think: Joe Davis
Joseph Davis, Chief Economist at Vanguard, on March jobs data, and his current economic outlook. Jean-Yves Fillion CEO, BNP Paribas USA and Chairman, CIB Americas, discusses the low interest rate environment, and the view from Eurozone banks. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the importance of White House security clearances. Sarah Ponzcek, Bloomberg cross-asset reporter, on Blue Apron's crash and what it means for unicorn IPOs. Hosted by Lisa Abramowicz and Paul Sweeney.
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30 min
April 4, 2019
Tesla Delivery Numbers Punch Hole In Growth Story
Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Tesla reporting a record decline in deliveries, and today's contempt hearing on CEO Elon Musk's tweets. Bill Rouhana, chairman and CEO of and Chicken Soup for the Soul Entertainment (CSS) discusses their new joint venture with Sony Pictures Television: ad-supported streaming video network “Crackle Plus." Kate Gorman, Founder and CEO of Fort Mason Games, on developing social mobile games targeting women, the mobile gaming landscape, and their new "scratch-off" lottery app. James Fallon, Editorial Director of Women's Wear Daily, discusses how men are wearing fewer suits and how retailers are adapting. Hosted by Lisa Abramowicz and Paul Sweeney.
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29 min
April 3, 2019
Netflix Shares At Risk As New Competition Heats Up (Podcast)
Laura Martin, Senior Entertainment analyst at Needham & Co., discusses why she's negative on Netflix. Jason Schenker, President of Prestige Economics, Chairman of The Futurist Institute and a Bloomberg Opinion columnist, discusses what will drive oil prices higher. Rajat Gupta, Ex-CEO of McKinsey & Co., discusses his new memoir, "Mind Without Fear," detailing his life from the boardroom into prison after being found guilty of insider trading. Sandy Cockerell, Deloitte Global CFO Program Leader, discusses the findings from the Q1 CFO Signals report which is signaling preparations for a downturn by the countries CFOs. Hosted by Lisa Abramowicz and Paul Sweeney. 
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31 min
April 2, 2019
Quant Fund Just Went to 100% Cash: Cumberland's Kotok
David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on why he's shifting his portfolio to a more defensive position. Former SBA Administrator Karen Mills discusses her new book, "Fintech, Small Business & the American Dream." Annie Massa, asset management reporter for Bloomberg, on BlackRock launching a sweeping overhaul to boost growth. Former FCC Commissioner Meredith Attwell Baker, current CEO of CTIA, discusses their new report how the US has surged ahead in 5G readiness and is now running neck & neck with China. Hosted by Lisa Abramowicz and Paul Sweeney.
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29 min
April 1, 2019
CalSTRS Likes Real Estate and PE, Cautious On Equities
Chris Ailman, Chief Investment Officer at CalSTRS Investments, on why he's neutrally positioned right now. Ellen Wald, President of Transversal Consulting, Senior Fellow at the Atlantic Council, and a Bloomberg Opinion columnist, peeks under the hood of Saudi Aramco. Dr. Sam Natapoff, President of Empire Global Ventures, on the Brexit vote outcome, and China trade talks. Colin Morris, Director of Adobe Analytics, on how consumers are interacting with their smart speakers and voice assistants. Hosted by Lisa Abramowicz and Paul Sweeney.
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30 min
March 29, 2019
Stocks More Attractive Than Alternatives: Bill Miller
Legendary investor Bill Miller, chairman and chief investment officer of Miller Value Partners, LLC, on value investing and his current investment outlook. Kate Moore, Managing Director, Chief Equity Strategist for BlackRock and a member of the BlackRock Investment Institute (BII), discusses markets and current investment strategy.  Erin Gibbs, Equities Portfolio Manager, S&P Investment Advisory Services, on health care stocks getting pummeled in the wake of Trump's renewed push to eliminate Obamacare. Matthew O'Connor, Dean & Professor of Finance at Quinnipiac's School of Business, is joined by two students to discusses this year's forum and their student investor program.  Broadcasting live from the 9th annual Quinnipiac G.A.M.E. Forum in NYC.  Hosted by Lisa Abramowicz and Paul Sweeney.
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36 min
March 28, 2019
Aireon’s Space-Based System Tracks Planes In Real Time
Don Thoma, CEO of Mclean, VA-based Aireon, on its space-based surveillance system that will soon be tracking aircraft globally and in real-time for the first time ever. Melissa Reagen, Head of Research at Nuveen Real Estate, discusses their new study on urbanization and why it'san investing strategy, and an overview of the real estate market. Brendan Brown, Senior Fellow at the Hudson Institute and Publisher of the newsletter "Monetary Scenarios", discusses the Brexit crisis and his global monetary viewpoint. Henry Goldman, government reporter for Bloomberg at New York City Hall, on the prospects for congestion pricing in Manhattan. Hosted by Lisa Abramowicz and Paul Sweeney.
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29 min
March 27, 2019
Former CFTC Head Bowen on Advancing Women in Business
Sharon Bowen, Former US Commodity Futures Trading Commissioner and Seneca Women Partner, on advancing women in the economy and around the world. Carolyn Tastad, P&G North America Group President, on equality and diversity in the workplace. Ali Noorani, National Immigration Forum Executive Director, on how business leaders are navigating the immigration clampdown and the rise of nationalism. Jake Schwartz, Co-Founder and CEO of General Assembly (GA), on closing the skills gaps for individuals and companies. 
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29 min
March 26, 2019
LNG CEO: Asia, Europe Demand Propel U.S. Gas Projects
Greg Vesey, CEO & Managing Director of LNG Ltd., on the future of LNG and growing demand in Asia and Europe. John Lavelle, President & CEO, Offshore Wind, GE Renewable Energy, on the offshore wind boom. Paul Browning, President and CEO of Mitsubishi Hitachi Power Systems Americas (MHPSA), on “power to gas” solutions for energy storage, the growing role of hydrogen, and the impact of AI and automation on the industry. Max Nisen, Bloomberg biotech, pharma and health care columnist, on Trump's shift to completely erase Obamacare, including its popular rules protecting pre-existing conditions.
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28 min
March 25, 2019
How Corporate America Is Paying For EV Infrastructure (Podcast)
Broadcasting Live from Bloomberg's New Energy Finance Forum in NYC.Pasquale Romano, CEO of ChargePoint, one of the world’s largest charging station companies, on their recent capital raise, and laying the global EV infrastructure. Sarah Ladislaw, Director and Senior Fellow of the Energy and National Security Program at  CSIS, on U.S. energy policy, the Green New Deal and the nuclear program in the Mideast.  Edgard Capdevielle, CEO of Nozomi Network, discusses cybersecurity trends for industrial control systems, critical infrastructure and new energy. John Authers, Senior Editor for Bloomberg Markets, on global markets and Brexit.   Hosted by Lisa Abramowicz and Paul Sweeney.
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29 min
March 25, 2019
AFL-CIO Won’t Support USMCA Without Mexico Wage Fix (Podcast)
Richard Trumka, President of the AFL-CIO, on why the union won’t support the new Nafta/USMCA trade agreement if an early vote is pursued. Matt Eagan, portfolio manager and co-head of Loomis Sayles’ Full Discretion team, on the inverted yield curve. Marcus Ashworth, Bloomberg Opinion columnist covering European markets, discusses German manufacturing data, Deutsche Bank, and the Euro economy. Internet pioneer Alan Meckler, Managing Partner at Asimov, on the future of quantum computing and 3D printing. Hosted by Abramowicz and Paul Sweeney.
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28 min
March 21, 2019
Biogen Was The Train Wreck Everyone Saw Coming: Nisen (Podcast)
Max Nisen, Bloomberg Opinion health care columnist, on Biogen plunging after the company and its partner Eisai announced it was halting their Alzheimer drug trial. Gad Levanon, Chief Economist: North America at the Conference Board, on the February Leading Index and the Fed decision. Bill Zox, CIO of Fixed income at Diamond Hill Capital Management, to discuss the Fed, the fixed income markets and where he sees opportunities. Chen Grazutis, Apparel and Footwear Analyst from Bloomberg Intelligence, on the valuation for Levi Strauss IPO. Hosted by Lisa Abramowicz and Paul Sweeney. 
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28 min
March 20, 2019
TCW's Rivelle: Cautious on EM Debt This Late In Cycle
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit markets, the Fed, and current investment strategy. Frank Sorrentino, CEO of ConnectOne Bank, on why the U.S. economy and housing market remains strong. David Welch, Detroit Bureau Chief for Bloomberg, on BMW's profit warning, and how Ford Explorer owners are saying their SUVs are making them sick. Michael Rea, RX Savings Solutions, on the Senate hearings on drug prices, and a new partnership with Louisiana Blue Cross Blue Shield. Hosted by Lisa Abramowicz and Paul Sweeney.
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31 min
March 19, 2019
Brexit's Monty Python Impression Continues: Authers
John Authers, Senior Editor for Bloomberg Markets, on the Monty Python circus that is Brexit. Brent Bell, VP of Recycling at Waste Management, on how China has stopped accepting our trash. Eric Larcheveque, CEO of Ledger, discusses how Ledger is navigating the bear market, why crypto “nuclear winter” isn’t going to end soon, and their new Bluetooth-enabled hardware wallet. Sarah Frier, technology reporter for Bloomberg, on Instagram's new e-commerce push, and Facebook's regulatory woes. Hosted by Abramowicz and Paul Sweeney (Vincent Cignarella filling in for Paul Sweeney.)
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30 min
March 18, 2019
Max Grounding Will Cost Boeing $100 Million Per Month (Podcast)
Peter Robison, Bloomberg investigations reporter, and George Ferguson, Senior Aerospace and Airline Analyst for Bloomberg Intelligence, on how Boeing had too much sway in vetting its own jets. Atish Davda, CEO of EquityZen, on Lyft aiming for a valuation near $20 billion in its upcoming IPO. Alan Baum, auto analyst and Principal at Baum and Associates, on Trump calling for GM and the UAW to reopen an Ohio factory. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on how Deutsche Bank and Commerzbank's tie up could spur more of the wrong kind of consolidation in Europe. Hosted by Abramowicz and Paul Sweeney (Vincent Cignarella filling in for Paul Sweeney.)
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28 min
March 15, 2019
We Won’t Get the Earnings Jolt Like in 2018 (Podcast)
Joining on today's conversation is Matt Forester, BNY Mellon's Lockwood CIO, on markets and investing. Also joining today is Benedikt Kammel, Bloomberg Senior Editor for Company News, on the latest on Boeing 737 Max news. We also have joining in studio, Marian Harkin, European Union Parliament Member representing Ireland, discussing  Brexit and the border between Northern Ireland and the Republic. And also joining is Gerrit de Vynck, Bloomberg Technology Reporter, on the latest New Zealand Shooting and the affects it will have on social media giants. Hosts Lisa Abramowicz and Vincent Cignarella
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27 min
March 14, 2019
The Commercial Real Estate Market is in Good Shape
Joining in on today's conversation is John Butler, North American Telecoms Reporter, on Direct TV rate hikes and the changes of consumer viewing habits. We also have John Pearson, CEO of DHL Express, on the business outlook, impact of trade and competing with Amazon. Also in studio is Kristina Hooper, Chief Market Strategist at Invesco, on Brexit, markets and current investment outlook. 
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21 min
March 13, 2019
If You Have Money in the Market, Stay with the Market (Podcast)
On today’s show we have Janet Lorin, Bloomberg Endowments Reporter, on the latest on the college scandal bribes. Also joining is Ben Emons, Managing Director: Global Macro Strategy at Medley Global Advisors and a Bloomberg Opinion columnist, on the bond market, European assets, central banks and Brexit. We also have David Katz, President and CIO of Matrix Asset Advisors, on markets and his current investment outlook. We also have Lawrence Gasman, Founder and President of Inside Quantum Technology, can speak on Quantum Technology and investments. Lastly Kristine Owram, Bloomberg Reporter on Cannabis, discusses Peltz joining Aurora as a strategic advisor. Hosted by Abramowicz and Paul Sweeney. 
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35 min
March 12, 2019
Making Voting Easy for Military and Partial Disabilities (Podcast)
Joining in studio is Max Nisen, Bloomberg Opinion Pharm and Health Care Columnist on Health care costs on big companies like Ford. Also joining in studio is Joel Stern, Chairman and CEO of Stern Value Management, on why Trump's policies will help avert a recession for several more years. Another guest in studio is Bradley Tusk, founder and CEO of Tusk Philanthropies, on their national effort to expand mobile voting: Denver will implement Tusk's blockchain-based mobile voting pilot in its May municipal election. And lastly we will have Chad Oviatt, Director of Investments for Huntington Private Banking on markets, sectors and companies.Hosted by Abramowicz and Paul Sweeney.
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29 min
March 11, 2019
It's Always Time to Talk Donuts
Seema Shah, Senior Consumer Analyst for Bloomberg Intelligence has her retail preview ahead of retail sales data release. Also in studio is Buzzy Geduld, CEO of Cougar Capital and Nancy Geduld Vice President and manager of the new Donut Pub. George Ferguson, Bloomberg Intelligence Senior Aerospace/Defense and Airline Analyst discusses the recent tragic events for the Boeing Max 737. Also joining in the studio is Bruce Linton, CEO of Canopy Growth, the largest Marijuana stock. Hosted by Abramowicz and Paul Sweeney. 
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27 min
March 8, 2019
Economy Is Strong But Beware Of Auto Tariffs: BNY's Levine:
Alicia Levine, BNY Mellon Chief Strategist: Investment Management, discusses market reaction to jobs data and outlook for global markets. Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on oil markets in a holding pattern. Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on bond markets and investing outlook. Amanda Albright, Muni reporter for Bloomberg, discusses the SALT cap, and NJ's dismal weed tax forecast. (Alix Steel filling in for Lisa Abramowicz).
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30 min
March 7, 2019
We're Pretty Late In The Credit Cycle: TCW's Rivelle
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit market and current investment strategy. Shira Ovide, Bloomberg Opinion technology columnist, discusses why the business of Lyft and Uber are getting muddier to model. Bill Smead, CEO and CIO of Smead Capital Management, on how Kroger is investing in the customer of the future. Hosted by Abramowicz and Paul Sweeney. Amy Webb, professor of strategic foresight at the NYU Stern School of Business and the Founder of the Future Today Institute, discusses her new book, "THE BIG NINE: How the Tech Titans and Their Thinking Machines Could Warp Humanity."
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30 min
March 6, 2019
2008 Crisis Lesson: Be Greedy When Others Are Fearful
Charlie Bobrinskoy, Vice Chairman, Head of the Investment Group and Portfolio Manager at Ariel Investments, discusses markets, and weathering a downturn. Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on GE's power unit facing a multi-year slump. Max Nisen, Bloomberg Opinion health care columnist, on JNJ's new nasal spray for depression. Carl Riccadonna, Chief US Economist for Bloomberg Economics, on former NY Fed President Bill Dudley's column, "Don’t Assume The Fed Is Done Raising Rates." Hosted by Abramowicz and Paul Sweeney.
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29 min
March 5, 2019
Target Will Benefit Most From Retailer Bankruptcies (Podcast)
Burt Flickinger, Managing Director for Strategic Resource Group, on Target and Kohl's, and the retail landscape. Atish Davda, CEO of EquityZen, on the Lyft roadshow and upcoming IPOs. Shawn Matthews, CEO of Hondius Capital Management, on why it's a good time to sell into any good China trade deal news. Brendan Ahern, CIO of KraneShares, on why the rumors of the death of the Chinese consumer is exaggerated.
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30 min
March 4, 2019
Market Surprise Will Be A Blowup From Europe: Ezrati
Milton Ezrati, independent economics and investment strategy consultant and chief economist for Vested, discusses why Europe is a slow-moving car crash. Greg La Blanc, Lecturer at Haas School of Business and Berkeley Law School at the University of California Berkeley, discusses fintech innovation in the asset management industry. Steve Meyer, Head of Global Wealth Management Services at SEI, on the big changes in the financial services industry. Tom Orlik, Chief Economist for Bloomberg Economics, discusses the latest news on the US-China trade deal, and China's planned cut to the VAT for factories. Hosted by Lisa Abramowicz and Paul Sweeney, broadcasting live from the SEI Executive Conference in Scottsdale, AZ.
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28 min
March 1, 2019
We Are In The Age of Surveillance Capitalism: Zuboff (Podcast)
Shoshana Zuboff, Profesor Emerita At Harvard Business School, discusses her new book THE AGE OF SURVEILLANCE CAPITALISM: The Fight for a Human Future at the New Frontier of Power. Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, on Lyft's IPO.  Victor Garcia,  CEO Of CAI International (NYSE: CAI), on impact of tariffs, and how the rise of e-commerce has changed the landscape for shipping and logistics companies. Phil Orlando, Chief Equity Market Strategist at Federated Investors, on markets, the Fed and current investment strategy. Hosted by Lisa Abramowicz and Paul Sweeney. 
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30 min
February 28, 2019
Hi-Yield Opportunity In Beat-Down California Utilities (Podcast)
Greg Hahn, President and CIO of Winthrop Capital Management, on his current investment outlook and opportunities in high yield. Dr. Sam Natapoff, President of Empire Global Ventures, on China trade talks following Lighthizer's hearing. Evan Clark, Deputy Managing Editor for WWD, on retailers searching for the model of the future. David Welch, Detroit Bureau Chief, on how new forms of mobility are making privately owned cars obsolete. Hosted by Abramowicz and Paul Sweeney.
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28 min
February 25, 2019
GE's Danaher Deal Doesn't Solve Its Problem With Growth
Brooke Sutherland, Bloomberg Opinion industrials columnist, on GE selling its BioPharma business to Danaher for $21.4 billion. Leland Miller, CEO of China Beige Book International, on the progress in US-China trade talks and deleveraging in China. John Kilduff, Founding Partner at Again Capital, on how Trump's tweet criticizing high oil prices may indicate a softening towards clamping down on Iranian sanctions waivers. Katherine Chiglinsky, U.S. finance reporter, on Berkshire Hathaway's annual letter and earnings results. Hosted by Abramowicz and Paul Sweeney.
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29 min
February 23, 2019
Mueller Report Likely To Impugn The President: Waxman (Podcast)
Seth Waxman, former federal prosecutor and Partner at Dickinson Wright, on the legal issues swirling around the Mueller report, reported to be filed as early as next week. Chris Greiner, CFO of LivePerson, on how robots will increasingly answer corporate calls. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on the VRDO price-fixing lawsuits against major banks. Rob Waldner, Chief Strategist and Head of Multi-Sector Invesco Fixed Income, on bond markets and his 2019 outlook. Hosted by Abramowicz and Paul Sweeney. 
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30 min
February 21, 2019
Facebook Will Have To Rein In Sale Of Data: McNamee (Podcast)
Tech venture capitalist Roger McNamee, Founder of Elevation Partners, discusses his new book, "ZUCKED: Waking Up to the Facebook Catastrophe." Andy Browne, Editorial Director for Bloomberg New Economy Forum, on U.S.-China trade negotiations, and China banning Australia coal imports as retaliation for Huawei ban. Randy Frederick, VP of Trading and Derivatives at Schwab, discusses market behavior, and current investment outlook. David Ritter, Payments and Specialty Finance Analyst for Bloomberg Intelligence, on Apple and Goldman testing a jointly developed credit card.  Hosted by Lisa Abramowicz and Paul Sweeney.
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31 min
February 20, 2019
EM Optimism Has Been Overblown: Brown Brothers' Thin
Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the U.S. push for a stable yuan, and his outlook for EM. Danielle DiMartino Booth, CEO of Quill Intelligence LLC, author of "FED UP: An Insider’s Take on Why The Federal Reserve is Bad For America," and a Bloomberg Opinion columnist, discusses the Fed’s big policy reversal. Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, discusses how markets were ahead of analysts on the current earnings recession. Shahien Nasripour, reporter for Bloomberg, on how Deutsche Bank weighed restructuring Trump loans on fear of default risks. Hosted by Abramowicz and Paul Sweeney.
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28 min
February 19, 2019
Sanders Announces Presidential Run: Greg Valliere
Greg Valliere, chief U.S. policy strategist, AGF Investments, on Senator Bernie Sanders announcing a second White House bid. Burt Flickinger, Managing Director at Strategic Resource Group, discusses Walmart's fourth-quarter earnings report. Bloomberg's Craig Torres on challenges the Fed faces communicating the direction of the economy. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, talks about his outlook for financial markets. Hosted by Alix Steel and Paul Sweeney.
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27 min
February 15, 2019
Amazon's Erstwhile NYC Site Will Lure In New Money
Ken Weissenberg, Partner-in-Charge: Real Estate, at EisnerAmper, on how real estate values will react to Amazon backing out of NYC HQ. Anna Edgerton, congressional reporter for Bloomberg, on Trump invoking emergency powers to build his border wall. Michael Temple, Director of Corporate Credit US at Amundi Pioneer, on global bond markets. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on infrastructure, Amazon, and high speed rail. Hosted by Abramowicz and Paul Sweeney. 
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30 min
February 14, 2019
Retail Sales Numbers Are Just Wrong: Craig Johnson
Craig Johnson, President of Customer Growth Partners, and Carl Riccadonna, Chief US Economist for Bloomberg Economics, on retail sales posting the worst drop in nine years. Ken DeCubellis, the current CEO of Black Ridge and future CFO of AESE, and Frank Ng, current CEO of Ourgame International and future CEO of AESE, discuss their impending merger and what it will mean for esports and the investment community. Peter Andersen, Founder of Andersen Capital Management, LLC, on markets, current investment strategy, and why Nvidia is a buy. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Airbus scrapping its A380 jumbo plane amid an industry shift to smaller planes. Hosted by Abramowicz and Paul Sweeney.
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27 min
February 13, 2019
Teva's Future Lies In Branded Drugs As Generics Sink (Podcast)
Teva Pharmaceutical’s CEO Kare Schultz discusses the earnings shortfall, product pipeline, and moving into biotech drugs. Matt Rodrigue, Managing Director at Miller Buckfire, a Stifel company, represented the largest organized creditor in the Puerto Rico bankruptcy case and discusses the restructuring plan. Joe Perry, Tax Leader at Marcum, on how the Trump tax cut is creating many surprises for American tax payers. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on outlook for US markets, earnings season and investment strategies. Hosted by Abramowicz and Paul Sweeney. 
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31 min
February 12, 2019
China's Debt Poses Much Greater Threat Than Trade
John Authers, Senior Editor for Bloomberg Markets, on the China trade negotiations and impact to markets. Bloomberg Opinion columnists Tara Lachapelle and Sarah Halzack discuss how media companies are grappling with pricing and content, in a landscape where consumers continue to choose "free." Chris McCann, Chris McCann, CEO of 1-800-FLOWERS.COM, on Valentine's Day gifting season, incorporating AI technology, and trends in consumer behavior. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on U.S. budget negotiations could impact debt markets, and Fed's Mary Daly's comments on QE. Hosted by Abramowicz and Paul Sweeney.
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29 min
February 11, 2019
Home Values Will Decline In Coastal Cities: Mohtashami (Podcast)
Logan Mohtashami, Senior Loan Officer for AMC Lending Group, on the slowdown in the housing market. Peter Tchir, Head of Macro Strategy at Academy Securities, on markets and current investment strategy. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on two large Chinese borrowers missing payment deadlines. Austin Carr, technology reporter for Bloomberg, on why taxpayers have a lot to lose in the Foxconn and Amazon headquarter deals. Hosted by Abramowicz and Paul Sweeney.
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30 min
February 8, 2019
Former CIA Ops Chief: In the Long Game, Maduro Goes
Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses North Korea, Venezuela and the mid-east. Burt Flickinger, Managing Director at Strategic Resource Group, on what Eddie Lampert is doing with Sears, and winners and losers in bricks-and-mortar retail. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on the outlook for a China trade deal after Trump calls off his meeting with Xi. Mike McGlone, commodity strategist for Bloomberg Intelligence, on iron ore powering to its highest level since 2014, as the Vale mine crisis intensifies.
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30 min
February 7, 2019
BB&T, Suntrust Merger Follows Key Fed Rule Change (Podcast)
Chris Whalen, Chairman of Whalen Global Advisors, and Arnold Kakuda, Senior Credit Analyst: Global Banking Sector for Bloomberg Intelligence, on BB&T Corp.'s merger with SunTrust Banks and what it bodes for the banking sector. Kevin Giddis, Head of Fixed Income at Raymond James, on the Fed, Treasury auctions, and bond markets. Alex Webb, European Technology columnist for Bloomberg Opinion, on Facebook’s advertising model under attack by German antitrust regulators. Ken Shea, Senior Analyst Global Food, Beverages & Tobacco for Bloomberg Intelligenece, on Tyson and Kellogg earnings. Hosted by Abramowicz and Paul Sweeney. 
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30 min
February 6, 2019
Trump Is Beginning To Cave On North Korea: Eli Lake (Podcast)
Eli Lake, Bloomberg Opinion columnist covering national security, on how Trump is beginning to cave on North Korea, and what the U.S. is doing in Venezuela. Porter Bibb, Managing Partner for MediaTech Capital Partners, on media earnings and the battle for subscribers.  Author Jim Krane, fellow in energy studies at Rice University's Baker Institute in Houston, discusses his new book, "Energy Kingdoms: Oil and Political Survival in the Persian Gulf." Lanhee Chen, Research Fellow at the Hoover Institution, on the key takeaways from the State of the Union and the Democratic response. Hosted by Lisa Abramowicz and Paul Sweeney. 
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30 min
February 5, 2019
Puerto Rico Emergency Funds Are Protected: Rossello (Podcast)
Puerto Rico Governor Ricardo Rosello discusses the post-hurricane recovery funds being threatened by President Trump, the State of the Union, and the bond restructuring. Dan Solender, Partner and Head of Municipal Bonds at Lord Abbett, and Michelle Kaske, Puerto Rico reporter for Bloomberg, on Puerto Rico winning approval for its plan to restructure more than $17 billion of sales-tax bonds. William Drewry, Founding Partner at Pursuit Advisory, on how new media companies can't compete with the behemoths like Google and Facebook. Tom Kennedy, Global Head of Fixed Income, J.P. Morgan Private Bank, on bond markets, the Fed and current investment outlook.
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30 min
February 4, 2019
Crackdown on China Tech Could Create Two 5G Markets (Podcast)
Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on China trade talks and what the Huawei charges could mean for 5G networks. Peggy Collins, Investing Team Leader for Bloomberg, on "Bond King" Bill Gross retiring after four decades in the industry. Ian Webber, CEO of Global Ship Lease (NYSE: GSL), on the global trade environment and impact of trade negotiations, and the company's recent merger. Jon Swallen, Chief Research Officer: North America at Kantar Media, on Super Bowl advertising. Hosted by Lisa Abramowicz and Paul Sweeney.
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29 min
February 1, 2019
PGIM Plans to Reduce Credit Risk In This Year’s Rallies (Podcast)
Mike Collins, Senior Portfolio Manager at PGIM Fixed Income, on the bond market and current portfolio positioning. Jonathan Tyce, Senior EU Banks analyst for Bloomberg Intelligence, on Deutsche Bank's earnings and outlook: can this bank survive? John Kilduff, Founding Partner of Again Capital, on Big Oil earnings, and oil price outlook. Shira Ovide, Bloomberg Opinion technology columnist, on Amazon's earnings picture and other Big Tech earnings. Hosted by Lisa Abramowicz and Paul Sweeney.
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31 min
January 31, 2019
Introducing Behind the Scenes, a New Show
P+L co-host Lisa Abramowicz sits down with Cumberland Advisors Co-Founder David Kotok to talk about his career path, stand out moments, and the advice he gives current students in business school.   
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1 min
January 31, 2019
Tesla May Have Much Less Cash Than Reported: Johnson (Podcast)
Gordon L. Johnson, Managing Director and analyst at Vertical Group, on why he would be aggressively adding to any Tesla short position here. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook earnings and outlook--and why Amazon may have the advantage in the advertising front. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on how a new Venezuela can avoid the oil curse. Leland Miller, CEO of China Beige Book, on how investors are misunderstanding the economic weakness in China. Hosted by Lisa Abramowicz and Paul Sweeney.    
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31 min
January 30, 2019
Trump and China’s Xi Heading Towards Superficial Treaty (Podcast)
Dr. Sam Natapoff, President of Empire Global Ventures, on the difficulty in China trade talks and the Brexit vote outcome. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on how content has been driving earnings in media and telecoms like Apple and AT&T. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on Apple earnings and outlook. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on where the Fed balance sheet could end up after tightening. Hosted by Abramowicz and Paul Sweeney. 
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31 min
January 29, 2019
The Fed Is Guessing As it Plays With Fire: David Kotok
David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on what to expect from the Fed on the balance sheet, and his outlook for markets. Therese Raphael, Bloomberg Opinion editor, on the stakes at play for today's Brexit vote in Parliament. Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on the Huawei charges and how this will impact US-China trade relations. Shira Ovide, Bloomberg technology columnist, on what to expect from Apple and other big tech reporting earnings this week. Hosted by Abramowicz and Paul Sweeney. 
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36 min
January 28, 2019
America Is Lagging In The 5G Race: Harvard's Crawford (Podcast)
Susan Crawford, Harvard Law professor and former Special Asst. for Science, Technology, and Innovation Policy during the Obama administration, discusses her new book, "FIBER: The Coming Tech Revolution—And Why America Might Miss It." Bill Barker, Portfolio Manager of the Motley Fool Small Mid-Cap Growth Fund, on why it’s a good time for both growth and value investors in mid-caps. Jeff Saut, Chief Investment Strategist: Equity Research at Raymond James, on why he's bullish on equities in 2019. Karen Ubelhart, Industrials Analyst for Bloomberg Intelligence, on Caterpillar's biggest quarterly profit miss in a decade as a China slowdown hit demand. Hosted by Lisa Abramowicz and Paul Sweeney
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27 min
January 25, 2019
PG&E’s 2017 Verdict Doesn’t Ensure The Same For 2018 (Podcast)
Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on why it may be too little, too late, for PG&E. Yacov Arnopolin, Portfolio Manager: Emerging Markets at Pimco, on Venezuela, and outlook for EM markets. Mike McGlone, commodity strategist for Bloomberg Intelligence, on bitcoin’s evolution to digital gold. Martin Kremenstein, Head of ETFs at Nuveen,on ETF trends, growth in ESG assets and opportunities in fixed income ETFs. Hosted by Abramowicz and Paul Sweeney.
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29 min
January 24, 2019
Venezuela Bonds Have More Upside On Regime Change
Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on Venezuelan assets, as the opposition government tries to seize power. Javier Blas, Chief Energy correspondent for Bloomberg Intelligence in London, on oil markets and reaction to turmoil in Venezuela. Mike Konzen, CEO of a leading design & architecture firm PGAV Destinations, on designing thrill, the future of travel and 2019 trends. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on airline earnings. Hosted by Lisa Abramowicz and Paul Sweeney.
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33 min
January 22, 2019
UBS Warns Worst May Not Be Over
Patrick Winters, Bloomberg News Swiss Finance Reporter, will discuss his story on UBS warning that the worst may not be over after clients pulled $13 billion in assets during a market meltdown in the final months of 2018. Michael Hirson, Director: Asia at Eurasia Group, discusses China economy and trade negotiations. Stewart Glickman, Head of Energy Research at CFRA Research, discusses oil and earnings. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, gives his outlook for financial markets. Hosted by Paul Sweeney and Lisa Abramowicz.
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28 min
January 18, 2019
Fed Rate Hikes Are More Likely Post Trade Deal: Gaffney (Podcast)
Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on China offering a path to close the trade gap and impact to markets. Paul Light, Professor of Public Service at New York University, on the shutdown has putting a spotlight on the growth of contracted government employees, as the number of full-time employees has stagnated. Brendan Brown, Senior Fellow at The Hudson Institute, on why a“no deal Brexit” is the most likely-and best-outcome for freedom and prosperity in the UK and Europe. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on Tesla cutting 7% of its staff and warning of a difficult road ahead. Hosted by Abramowicz and Paul Sweeney.
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28 min
January 17, 2019
Fed Is The Most Frequent Murderer Of Economy: Bianco (Podcast)
Jim Bianco, President and Founder of Bianco Research and a Bloomberg Opinion columnist, on markets and the outlook for a recession. Peter Elliot, Editor for Bloomberg Reserve and food and wine expert, discusses how fine dining may be becoming out of reach --except for the extremely wealthy. Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on Morgan Stanley and banks outlook. Ben Steverman, personal finance editor for Bloomberg, on the legacy of Jack Bogle, the founder of Vanguard who advocated low fees. Hosted by Abramowicz and Paul Sweeney. 
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32 min
January 16, 2019
The Pound Could Drop 5 to 10 Percent If May Loses Vote (Podcast)
Dr. Sam Natapoff, President of Empire Global Ventures, on the Brexit vote outcome. Hosted by Abramowicz and Paul Sweeney. Mark Douglas, CEO of Steelhouse, on Netflix raising prices and why this indicates it will be a blowout quarter. Kevin Hart, Founder and CEO of Green Check Verified (GCV) on their cloud-based technology platform that manages regulatory issues for the legal cannabis space. Chris Flavelle, Climate Policy Reporter for Bloomberg, on why the shutdown could get a lot worse, as agencies remain shuttered and Trump orders thousands of federal employees back to work without pay.
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28 min
January 16, 2019
Bank Stocks Haven't Priced In Credit Disappointments (Podcast)
Charles Peabody, President of Portales Partners LLC, on bank earnings and outlook. Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on why Theresa May is a dead woman walking. George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on China's economic outlook and how this plays into trade negotiations. Drew Armstrong, U.S. Healthcare team leader for Bloomberg, on Walmart leaving CVS's pharmacy network.
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28 min
January 14, 2019
China's Private Sector Pressuring Xi For Open Economy (Podcast)
Andrew Browne, Bloomberg Editorial Director for New Economy Forum, on how Trump has hidden allies behind China lines in the trade war. Yalman Onaran, Senior Finance Writer for Bloomberg, on Citibank and bank earnings. Chris Russo, Head of Houlihan Lokey's Sports Practice, on pro-sports M&A, esports valuations, and whether momentum for sports gambling will continue. David Kudla, Founder and CEO of Mainstay Capital Management, on the big news out of the North American International Auto Show in Detroit. 
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29 min
January 11, 2019
Trump's Immigration Stance Hurts US Economy: Cato's Bier (Podcast)
David Bier, Policy Analyst for the Cato Institute, on border wall standoff and whether President Trump's wall and immigration proposals are the best for national security. Tom Atteberry, Partner and Portfolio Manager at FPA (First Pacific Advisers), discusses why investors aren't being compensated for credit and duration risk. James McCormack, Global Head Global Sovereigns and Supranational at FitchRatings, on why they issued a warning for U.S. sovereign debt. Francois Sonneville, Senior Beverage Analyst at Rabobank, on Anheuser-Busch InBev considering an initial public offering of its Asian operations. Hosted by Pimm Foxx and Lisa Abramowicz.
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31 min
January 10, 2019
Federated's Orlando: Bullish on Stocks, S&P at 3100 (Podcast)
Phil Orlando, Chief Equity Market Strategist at Federated Investors, on why he's bullish on U.S. equities. Steve Blitz, Chief Economist at TS Lombard, on what the Fed will do this year. Matt Boyle, Global business reporter for Bloomberg, on retailers casting doubt on what was supposed to be a strong holiday season.  Stephen Schork, President of the Schork Group, on oil and gas markets. Hosted by Pimm Foxx and Lisa Abramowicz. 
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28 min
January 9, 2019
Trump Needs China Trade Deal Now Before Optimism Fades (Podcast)
Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on U.S.-China trade talks, and how China’s weakening economy is impacting the negotiations. Jim Vogel, Interest Rate Strategist for FTN Financial, on the weak demand at the Treasury auction, and Fitch sending the U.S. a triple-A rating warning over the shutdown and debt ceiling. Ramesh Ponnuru, Senior Editor at National Review and a Bloomberg Opinion columnist, on Trump's immigration speech, and how the GOP is handling Trump's wall and shutdown. Ferdinando Giugliano, Bloomberg Opinion editor and economics columnist for La Repubblica, on why Italy's Five-Star revolution is already over. Hosted by Pimm Foxx and Lisa Abramowicz.
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32 min
January 8, 2019
Trump Can't Use 'Emergency' To Fund Wall: Feldman (Podcast)
Noah Feldman, Harvard Law professor and a Bloomberg Opinion columnist, discusses his column: "No ‘Emergency’ Will Allow Trump to Build His Wall." Leland Miller, CEO of China Beige Book International, on China trade negotiations and China's debt problem. Damian Sassower, Chief Emerging Market Credit Strategist for Bloomberg Intelligence on how the $225 billion of maturing EM dollar debt in 2019 will impact the market. Keith Merker, CEO of WeedMD (TSXV:WMD), on the acute cannabis supply shortage in Canada, and the Canadian recreational market. Hosted by Pimm Fox and Lisa Abramowicz.
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31 min
January 7, 2019
China's Surging Interest Bill Underscores Debt Strain (Podcast)
Victor Shih, associate professor of political economy at UC San Diego, on how the interest payments alone on China's debt servicing is 22% of the country's GDP. Chris Nagi, Executive Editor: Equities for Bloomberg, on big brokers including Morgan Stanley and UBS Group, forming a new stock market to compete with the NYSE, Nasdaq and Cboe. Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on PG&E mulling bankruptcy, and what the most likely outcome is. David Katz, President and CIO of Matrix Asset Advisors, on his current investment outlook, and why he's adding to Apple. Hosted by Pimm Foxx and Lisa Abramowicz.
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30 min
January 7, 2019
Fed Chair Powell Should Love This Jobs Report: McCarthy (Podcast)
Dr. Ward McCarthy, Chief Economist for Jefferies, and Matt Boesler, Bloomberg Fed reporter, discuss the blowout jobs report and the Fed. Jason Schenker, President of Prestige Economics, Chairman of The Futurist Institute, and Bloomberg Opinion columnist, on the economy and 2019 outlook for markets. Marty Schenker, Chief Content Officer for Bloomberg, on the latest White House news, the shutdown, and Nancy Pelosi in the House.  Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on investors pouring money into ETFs, and looking for yield in smaller liberal-arts colleges.  Hosted by Pimm Foxx and Lisa Abramowicz.
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32 min
January 3, 2019
Apple's Explanation For Revenue Plunge Doesn't Cut It (Podcast)
Shira Ovide, Bloomberg Opinion technology columnist, on Apple slashing its revenue forecast on China trade woes and a declining smartphone market. Alan Baum, auto analyst and Principal at Baum and Associates, on auto sales and outlook. Matt Maley, Equity Strategist for Miller Tabak + Co., on why near-term pain will result in long-term gain. Vincent Cignarella, Global Macro Strategist for Bloomberg, on the yen "flash crash," and how global markets are reacting to Apple news.
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28 min
January 2, 2019
Slowing China Manufacturing May Benefit Global Economy (Podcast)
Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on why a slowing China isn't necessarily a bad thing for the global economy. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, discusses Tesla missing estimates on Model 3 deliveries. Anne Stevenson-Yang, co-founder and research director of J Capital Research Ltd. and Bloomberg Opinion contributor, on why Trump's China strategy isn't working. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, on why investors should buy gold. Hosted by Pimm Foxx and Lisa Ambramowicz.
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29 min
December 31, 2018
Eaton Vance Sees Buying Opportunities in HY, IG Credit
Henry Peabody, Vice President and portfolio manager for Eaton Vance, on opportunities and risks in the credit markets. Michael Hirson, Director: Asia for Eurasia Group, on China economic data, and outlook for trade negotiations. Chris Macke, founder of Solutionomics, on the broken promises of the Trump tax cut. Michael Bruemmer, Vice President of Data Breach Resolution at Experian, on the top cyber threats for 2019.
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31 min
December 28, 2018
This One Weird Number Explains Everything: DataTrek's Colas
Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on what's behind the volatile trading week and why the market hasn't yield the long-term results that investors expected. Dr. Sam Natapoff, President of Empire Ventures, on why the UK will see a second referendum on Brexit. Erik Wasson, congressional reporter for Bloomberg, on what's next for the government shutdown.
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29 min
December 27, 2018
Don't Turn Your Back On Energy Stocks At These Prices
Stephen Guilfoyle, Founder and President of Sarge986 LLC, on what’s driving stock market fluctuations, and why he's buying energy. Atish Davda, CEO of EquityZen, discusses his 2019 IPO outlook, including the companies most likely to go public. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on the Saudi cabinet shake-up, and geopolitics in the middle east. Craig Johnson, President of Customer Growth Partners, on holiday retail, and impacts of gasoline price declines/hikes on consumer and retail spending. (Romaine Bostick filling in for Lisa Abramowicz.)
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33 min
December 26, 2018
I Don't See A Recession In 2019: Cumberland's Kotok
David Kotok Chairman & Chief Investment Officer of Cumberland Advisors, on markets, why munis are a buy, and outlook for bonds and markets. Marty Schenker, Chief Content Officer for Bloomberg, on the chaos enveloping the Trump Administration and the path forward for Congress. Chris Whalen, Chairman of Whalen Global Advisors, on why Mnuchin's tweet about discussions with bank CEOs was not helpful. Avani Ramnani, Director: Financial Planning and Wealth Management at Francis Financial, on how people should prepare or position their portfolios for a down market in 2019. Hosted by Pimm Foxx and Romaine Bostick (filling in for Lisa Abramowicz.)
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35 min
December 20, 2018
Fed Will Struggle to Cut Balance Sheet to $3 Trillion (Podcast)
Nathan Sheets, Chief Economist and Head of Global Macroeconomic Research for PGIM Fixed Income, on the Fed, the balance sheet, and the global economy. Rob Lefferts, Microsoft’s Corporate Vice President of Security, on China’s hacking campaign, the talent shortage in security, and the journey to end passwords. Toby Harshaw, National security writer for Bloomberg Opinion, on why Trump's Syria pullout is a grave mistake. Matt Desch, Iridium CEO, on the final launch of the Iridium NEXT satellite constellation with SpaceX, partnering with Amazon Web Services, and why the stock is a BUY now. Hosted by Pimm Foxx and Lisa Ambramowicz.
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33 min
December 19, 2018
China Intellectual Property Poses Biggest Thorn For U.S. (Podcast)
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the biggest issue the U.S. has with China. John Kilduff, Founding Partner of Again Capital, on where oil price is heading. Daryl Fairweather, Chief Economist for RedFin, on why it's a buyers' housing market. Mark Douglas, CEO of Steelhouse, on how Facebook gave Microsoft, Amazon and other tech giants more intrusive access to your personal data than it ever disclosed. 
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26 min
December 19, 2018
Banks Poised to Suffer Losses On Buyout Loans: Peabody (Podcast)
Charles Peabody, President of Portales Partners LLC, on the outlook for banks: have they seen the bottom or is there more pain to come? Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund at Algebris Investments, on why European credit offers the best value right now. Bess Freedman, recently appointed as Brown Harris Steven’s first ever CEO, discusses the housing market and luxury real estate trends in the New York, Hamptons, Palm Beach, and Miami markets. Rachel Evans, cross-asset reporter for Bloomberg, on how ESG investing has lost its way. Hosted by Pimm Foxx and Lisa Ambramowicz. 
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29 min
December 17, 2018
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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32 min
December 14, 2018
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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30 min
December 13, 2018
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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37 min
December 12, 2018
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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28 min
December 11, 2018
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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29 min
December 10, 2018
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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33 min
December 7, 2018
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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31 min
December 6, 2018
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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30 min
December 4, 2018
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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28 min
December 3, 2018
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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30 min
November 30, 2018
Argentina Is Biggest Risk Facing Emerging Market Credit
Damian Sassower, Chief Emerging Markets Strategist for Bloomberg Intelligence, on G20 and emerging markets. Jonathan Tepper, Founder of Variant Perception and Bloomberg Opinion columnist, discusses his column, "U.S. Corporations Are Winning War on Capitalism." Mark Chediak, energy reporter for Bloomberg, on California mulling a different structure for beleaguered utility PG&E, after the wildfires. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on GM’s pullback imperiling cities where its factories are a tax lifeline.
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28 min
November 29, 2018
Deutsche Bank’s Board Can't Seem To Grasp Corporate Governance
Lionel Laurent, Bloomberg Opinion columnist, discusses his column, "Deutsche Bank’s Control Failings Become Acute," following a raid on the company related to money-laundering. June Grasso, Legal Analyst and host of Bloomberg Law, and Larry Liebert, National Security editor for Bloomberg, on Michael Cohen pleading guilty to lying to Congress. Ontario Finance Minister Vic Fedeli discusses cutting the deficit, the Ontario economy, and the struggle with cannabis legalization. Easton LaChapelle, Founder of Unlimited Tomorrow, on producing advanced and realistic prosthetics using 3D printing.
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29 min
November 28, 2018
Tariffs Driving Some Production Back To China: Volvo CEO
Volvo CEO Hakan Samuelsson, on why they’re at the LA Auto show without any cars on the stand, the global demand cycle for autos, and thoughts on GM. Frans Muller, President & CEO of Ahold Delhaize, on consolidation in the U.S., the growth of online, and changing consumer food habits. Lloyd Minor, Dean of the Stanford University School of Medicine, on how technology is transforming the future of healthcare. Michael Rea, Founder and CEO of RX Savings Solutions, discusses the company’s recent deal to provide an online prescription-savings tool to large employer plans, and what to expect on drug pricing.
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32 min
November 27, 2018
"Goldilocks" Era Will End For The U.S. Next Year: Bill Rhodes
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China, what to expect at G20, and investing in Mexico. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses: the response to Putin’s Ukraine aggression; the Mexico border situation. Emily Roland, Head of Capital Markets Research at John Hancock Investments, on why she's preparing to get defensive.
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29 min
November 26, 2018
It's Very Implausible That Powell Will Pause To Please Markets
John Authers, Senior Editor for Bloomberg Markets, on markets and the Powell "put." David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook's corporate governance, and outlook for COO Sheryl Sandberg. David Welch, Detroit Bureau chief for Bloomberg, on GM planning to cut 10,000 jobs and close five North America plants. Fernando Camara, Founder and CEO of Skyhour, a platform that enables users to gift and receive air travel time in the form of skyhours: one skyhour equals one hour in the sky for $60.
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29 min
November 21, 2018
Bitcoin Sell-Off Reflects Volatility--Not A Bursting Bubble
CoinShares Chairman Danny Masters discusses the sell-off in bitcoin and what it signifies. Ken Monaghan, Amundi Pioneer Co-Director of High Yield, discusses the high yield landscape and whether it's time to buy. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on what Apple supplier woes are saying about the company and the smartphone market. Marvin Loh, Global Macro Strategist at State Street, on his economic outlook, Italy contagion, the Fed's hiking path, the deficit and trade impact.
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28 min
November 20, 2018
Monopolies In The U.S. Have Threatened Our Democracy: Tim Wu
Tim Wu, author and Professor at Columbia Law School, discusses his new book, "THE CURSE OF BIGNESS: ANTITRUST IN THE NEW GILDED AGE." Leslie Wohlman Himmel, Co-Managing Partner at Himmel + Meringoff Properties, on how Amazon’s new headquarters will impact the New York City real estate market. Lionel Laurent, Bloomberg Opinion columnist covering finance and markets, on the bitcoin sell-off. David P. Willard, Founder, CEO & Managing Partner at 52 Capital Partners, LLC, on why the slowdown in China M&A may not last. 
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33 min
November 19, 2018
Auto Icon Carlos Ghosn Could Be Facing A Catastrophic Ending
David Welch, Detroit Bureau Chief, and Matt Miller, co-anchor of Bloomberg’s European Open, on Nissan CEO Carlos Ghosn arrested over financial improprieties. Peggy Collins, Bloomberg Investing Team Leader, on Abby Johnson preparing Fidelity for a $22 trillion shift in assets to women. Anne Mathias, Vanguard’s Global Rates and FX Strategist, discusses how China trade negotiations are impacting markets, and what to expect from the Fed.
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19 min
November 16, 2018
The Bottom Line Is California Won't Allow PG&E To Fail
Kit Konolige, Senior Industrials and Utilities Analyst for Bloomberg Intelligence, on PG&E soaring after regulator signals it doesn’t have bankruptcy interest. Brendan Brown, Chief Economist and Head of Economic Research at Mitsubishi UFJ Securities, discusses Brexit, the global economy, and themes from his new book, "The Case Against 2 Per Cent Inflation." Adnan Durrani, CEO and Founder of Saffron Road, on the global shift away from processed food, and towards smaller, organic brands.  Therese Raphael, Bloomberg Opinion Editor, discusses her column, "The Problem Isn’t Theresa May. It’s Brexit."
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28 min
November 15, 2018
People Voted On Health Care, Not The Economy: Rep. Eshoo
Rep. Anna Eshoo, D-CA, discusses health care legislation and what the Democrats have in store when they take over the House in January. Chris Ailman, Chief Investment Officer at CalSTRS Investments, on banding together with other investors representing more than $4.8 trillion in assets to pressure gun manufacturers and sellers on gun safety. Tom Gann, Chief Public Policy Officer at McAfee, on why financials and the government face the biggest cyber risk. Kevin Murphy, CEO of Acreage Holdings, on going public in Canada, their acquisition push, and the future of cannabis legislation in the U.S. Broadcasting live from Bloomberg’s Government Next.2018 conference in Washington DC.
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32 min
November 14, 2018
Permanente Sees Health Care Shifting From Hospital To Home
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30 min
November 13, 2018
France Wouldn't Consume More U.S. Wine, Even With Zero Tariffs
Tom Gearing, Managing Director and co-Founder of Cult Wines, on Trump's wine tweets, and investing in wine. Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on the mounting pressure on Theresa May to abandon her Brexit plan, as well as a look at Italy's budget. Petco CEO Ron Coughlin discusses the company’s new standards for pet nutrition and potential impact to its annual sales. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses how the deficit will require more funding. Hosted by Pimm Fox and Lisa Abramowicz.
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31 min
November 12, 2018
State-Approved Cannabis Will Become Permanent in 2019
Adam Bierman, CEO and co-founder of MedMen, on their recent acquisition of PharmaCann, and how this year’s midterms will impact the cannabis industry. Gary Shilling, President of A. Gary Shilling, on the dollar and a looming recession. John Kilduff, Founding Partner of Again Capital, to discuss current outlook for oil price and markets, following Saudi's announcement of cutting back supply. Jay Stein, CEO of Dream Hotels, on hotel industry trends, the effect of Airbnb on the hospitality sector, and AI driving customer experiences.  Hosted by Pimm Fox and Lisa Abramowicz.
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30 min
November 9, 2018
Signs of Credit Stress Pose A Big Challenge to Emerging Markets
Damian Sassower, Chief EM Credit Strategist for Bloomberg Intelligence, on tight conditions shifting the returns on EM, and the current outlook for EM markets. Greg Gohr, Senior Vice President, Wealth Management, Commonwealth Financial Network, discusses momentum towards fee-only advisory business and the fee-only landscape. Julian Lee, Bloomberg oil strategist, on oil entering a bear market. Maggie Johndrow, financial advisor and Founder of Johndrow Wealth Management, on guiding millennials’ investing. Broadcasting Live from the Commonwealth Financial Networks Annual National Conference of Advisors, from the Marriott in Austin, Texas.
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31 min
November 8, 2018
We've Been Reducing Risk As Cycle Nears Peak: Commonwealth CIO
Brad McMillan, Chief Investment Officer at Commonwealth Financial Network, on markets and investments. Kristina Hooper, Chief Market Strategist, Invesco, on how the election outcome will impact investing strategy. Larry Liebert, National Security Editor for Bloomberg, on what to expect after the firing of Jeff Sessions. Virgil Kahl, President and Owner, Spring Ridge Financial Group, LLC, discusses the active vs. passive debate, and the use of ETFs vs mutual funds. Broadcasting live from Commonwealth Financial Network’s National Conference 2018 in Austin, Texas.
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31 min
November 7, 2018
Stock Rally Is More A Sign of Relief Than Cheering Gridlock
Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on what the midterm elections mean to markets and investors. Steve Dennis, Senate reporter for Bloomberg, on the new Senate makeup, and Mitch McConnell’s goals. Bloomberg's Billy House, Congressional Reporter, and Toluse Olorunnipa, on what to expect from the Democratic House and their subpoena power. Amanda Albright, muni reporter for Bloomberg, on the bond sales that voters approved in the midterms, and how it could impact infrastructure around the country.
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34 min
November 6, 2018
Florida Is Delivering The Drama To Election Junkies
Al Hunt, Bloomberg Opinion columnist, discusses the key races to watch in the midterm elections. Schwark Satyavolu, Trinity Ventures General Partner, on investment opportunities in fintech. Brian Rye, Senior Government analyst for Bloomberg Intelligence, on the impact the midterm elections could have on major policies, ranging from healthcare to energy. Noel Hebert, Director of Credit Research for Bloomberg Intelligence, on Sears creditors asking a court to probe Eddie Lampert’s transactions that they say may have bilked them of $2.6 billion.
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29 min
November 5, 2018
A Big Red Flag In Nat Gas Is Exposed As Inventory Dwindles
Stephen Schork, President of the Schork Group, on the imbalance in the natural gas markets, and how Iran sanctions will play out on oil price. Adam Ereli, former US Ambassador to Bahrain and deputy State Department spokesman, on Iran sanctions and the power shift in Saudi Arabia. John Authers, Senior Editor for Bloomberg Markets, on why a Democratic midterms win would be good for the bond markets. Gilda Perez-Alvarado, CEO of JLL’s Hotel & Hospitality group, discusses the recovering hotel market.
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30 min
November 2, 2018
Trump's Animal Spirits Are Threatened by China Trade Tiff
Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on Trump pushing for a China trade deal ahead of the midterms. Barry Eichengreen, Professor of Economics and Political Science at Berkeley, discusses whether populism- and the unraveling of globalization- the biggest threat to markets. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on Apple earnings and the company's decision to stop reporting iPhone unit sales. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on the boom in municipalities' fundraising.
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27 min
November 1, 2018
Next Wave of Tech Will Shift From FAANG to Payments, Autos
Taimur Hyat, Chief Strategy Officer for PGIM, discusses investing in the "new" technology frontier. Cathy Marcus, Global Chief Operating Officer and Head of the U.S. business at PGIM Real Estate, on opportunties in the U.S. real estate market.  John Butler, Senior Telecoms Analyst for Bloomberg Intelligence, on Apple earnings. Nathan Sheets, Chief Economist for PGIM Fixed Income, on the impact of the US-China trade war on the global economy. Broadcasting live from the PGIM Headquarters in Newark, New Jersey. 
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31 min
October 31, 2018
It’s Too Late For Smaller Asset Managers To Scale Up
Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on how the largest asset managers are increasing market share and putting the squeeze on their smaller rivals. Mark Douglas, CEO of Steelhouse, on Facebook earnings and outlook, and the digital ad space. Mike McDonough, Chief Economist: Financial Products at Bloomberg LP, to discuss China’s economy, and what the real risks are. Alan Baum, auto analyst and Principal at Baum and Associates, on GM earnings, and the declining auto industry cycle. 
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30 min
October 30, 2018
Stock Market Is Getting Close To Being Washed Out: Maley
Matt Maley, Equity Strategist for Miller Tabak + Co., on markets and current investment outlook. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on GE earnings and outlook. Colin Gillis, Director of Research at Chatham Road Partners, on what to expect from Facebook and Apple earnings.  Chen Grazutis, Apparel and Footwear Analyst for Bloomberg Intelligence, on Under Armour's comeback, and whether retail is dead.
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30 min
October 29, 2018
Angela Merkel Pre-Empts Power Vacuum With Exit Strategy
Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on Angela Merkel’s strategy in exiting leadership of her party, and how this could impact the European landscape. Bob Hockett, Professor at Cornell Law School, discusses the FBI examining if Tesla misstated information about production of its Model 3 sedans and misled investors. Joe Lusardi, President of Curaleaf, one of the largest cannabis retailers in the U.S., on the company’s listing on the CSE, and outlook for growth. Brendan Ahern, CIO of KraneShares, on China markets and what he’s buying in the selloff. Hosted by Pimm Fox and Lisa Abramowicz.
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28 min
October 26, 2018
Such Strong GDP Isn’t Sustainable: KPMG’s Hunter
Constance Hunter, Chief Economist at KPMG, on GDP numbers, the Fed and economic outlook. David Garrity, Chief Market Strategist for Laidlaw & Co. LTD, on Google and Amazon earnings, and the tech sector fallout. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the chip sector, and how the big names compare: Intel, AMD, Western Digital. Max Nisen, Bloomberg Opinion columnist covering health care, on why Trump's new drug pricing plan has real teeth.
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33 min
October 25, 2018
Tesla Stock Will Be Below $200 In Next 12 Months: Kudla
David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on Tesla earnings and outlook. Clint Watts, Senior Fellow at the Center for Cyber and Homeland Security at George Washington University, discusses the terrorist pipe bomb attack, and the NY Times report that Trump's unsecured cell phone is being spied on by China and Russia.  Scott Kessler, Director, Equity Research and Analyst at CFRA, on Twitter earnings, and previews Google and Amazon earnings.  Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, discusses how lottery gaming companies like IGT and Sci Games are benefiting from the record lottery jackpots. Hosted by Pimm Fox and Lisa Abramowicz.
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29 min
October 24, 2018
We're Going To See An Implosion In High-End Condos: Guterman
Gerald Guterman, Senior Principal Partner at Guterman Partners, LLC, on risks in the condo market. Leslie Wohlman Himmel, Co-Managing Partner at Himmel + Meringoff Properties, on real estate investing opportunities in New York City. Don Peebles, Chairman & CEO of The Peebles Corporation, on national housing market and affirmative investing. Jim Bianco, President and Founder of Bianco Research and a Bloomberg Opinion columnist, on why Trump is right to question the Fed.  
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27 min
October 23, 2018
MTA Homing In On Near-Term $33 Billion Upgrade Plan (Podcast)
Pat McCoy, Finance Director, New York Metropolitan Transportation Authority, on being a leader in selling municipal green bonds, and the capital needed to revamp the system. Sean McCarthy, CEO, and Bob Cochran, Chairman, Build America Mutual, on municipal market conditions, and the outlook for US infrastructure. Brooke Sutherland, Bloomberg Opinion industrials columnist, on Caterpillar tumbling after flagging higher costs for materials.  John Authers, Senior Markets Editor for Bloomberg, on the China selloff and economic risks in Italy.
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28 min
October 22, 2018
Ford Bonds Are A Golden Opportunity If Rating Holds Up
Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on whether Ford credit could get cut to a junk rating. Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan Stanley, on how the midterms could impact investing decisions. Gillian Tan, Senior Reporter for Bloomberg, on how Blackstone landed $20 billion from the Saudis for their new fund. Raj Sabharwal, Founding Partner and Managing Director at Glass Revolution Imports, on the growth of whiskey, new imports from India, and the impact of tariffs. Hosted by Pimm Fox and Lisa Abramowicz.
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29 min
October 19, 2018
EM Investors Are Very Worried About China: Van Eck’s Fine
Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on emerging markets, China fears and the IMF. Marty Schenker, Chief Content Officer for Bloomberg News, on the political tightrope that Trump is facing in dealing with the Saudis and the Prince. Richard Lark, CFO at Gol Airlines, on Brazil’s economy post-election, using cash to delever, and why their new plans are saving them money. Sarah Halzack, Bloomberg Opinion consumer columnist, on what P&G's earnings surprise says about consumers.
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30 min
October 18, 2018
The Smart Money May Be Getting Out of the Market Now: Booth
Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, and a Bloomberg Opinion columnist, discusses red flags in the economy. Dr. Ellen Wald, President of Transversal Consulting and author of "Saudi, Inc.," discusses US-Saudi relations, and impact to oil markets and MBS’ tech investments. Peggy Collins, U.S. Investing team leader, on Invesco buying Oppenheimer Funds. Steve Englander, Global Head of G10 FX Research and North America Strategy for Standard Chartered Bank, and a Bloomberg Opinion columnist, on the U.S. Treasury’s foreign-exchange policy report to Congress.
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27 min
October 17, 2018
Digital Currencies Are Entering A Third Phase: CoinShares Chair
CoinShares Chairman Danny Masters discusses Fidelity’s new client offering, and the outlook for crypto currencies. Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, discusses her outlook for fixed income and why emerging markets are looking attractive. Anurag Rana, Senior Software & IT services analyst for Bloomberg Intelligence, on why Shopify will benefit from Canada's legalization, and IBM shares tanking after disappointing earnings. Hal Brands, Henry A. Kissinger Distinguished Professor at Johns Hopkins University and Bloomberg Opinion columnist, discusses the Saudi Arabia crisis, and his column: "The U.S. Needs a New Way to Deal With Dictators."
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27 min
October 16, 2018
The Saudis Need To Pick A Fall Guy: CIA Veteran Devine
Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the escalating crisis in Saudi Arabia. Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and outlook.  Paul Sweeney, U.S. Director of Research and Senior Media & Internet Analyst for Bloomberg Intelligence, previews Netflix earnings. Aaron Brown, Bloomberg Opinion columnist and former head of financial market research at AQR Capital Management, on how Fidelity starting a crypto business for clients will impact the market.
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30 min
October 15, 2018
Trump Steering Economy To An Outdated Model: Joe Stiglitz
Guests: Joe Stiglitz, Nobel Laureate in Economics and Professor at Columbia University, discusses the deficit, trade wars, and how America must be lead towards the new, service economy. Noel Hebert, Director of Credit Research for Bloomberg Intelligence, on 125-year old iconic retailer Sears filing for bankruptcy. Ali Al-Ahmed, founder and director of The Institute for Gulf Affairs, and Toby Harshaw, Bloomberg Opinion editor, to discuss the missing Saudi journalist Khashoggi, and impact on US-Saudi relations. 
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32 min
October 12, 2018
Avoid Banks, More Downside Coming: Charles Peabody (Podcast)
Charles Peabody, President of Portales Partners LLC, on bank earnings and why it’s not a good time to buy the sector. Nokia Chairman Risto Siilasmaa, discusses his new book, " Transforming NOKIA: The Power of Paranoid Optimism to Lead Through Colossal Change." Bobby Ghosh, Bloomberg Opinion editor, discusses the editorial: "Saudi Arabia Must Explain What Happened to Khashoggi." Amanda Albright, muni bond reporter for Bloomberg, discusses Los Angeles considering creating a public bank. Hosted by Pimm Fox and Lisa Abramowicz. 
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30 min
October 11, 2018
The Fed Isn’t Crazy, Trump’s Trade War Is: David Kotok
David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on the market selloff, Trump blaming the Fed, and his current economic outlook. Will Hares, European energy analyst for Bloomberg Intelligence, on OPEC cutting its estimate for global demand for crude next year. Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on the market rout and whether it's a buying opportunity. Ernest Loumaye, CEO of Women’s Health biopharma ObsEva (NASDAQ: OBSV), on their pipeline of drugs aimed at targeting conditions that impact womens' fertility. Hosted by Pimm Fox and Lisa Abramowicz.
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31 min
October 10, 2018
China Must Decide On Growth Or Deleveraging: Magnus
George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on his new book, "Red Flags: Why Xi’s China is in Jeopardy."Matt Chiodi, Vice President and Chief Information Security Officer at RedLock, on a major U.S. telecom company discovering more manipulated hardware from China’s Super Micro Computer Inc. Molly Smith, corporate finance reporter for Bloomberg, on Tesla's bonds showing no signs of default anytime soon. Jim Paulsen, Chief Investment Strategist at Leuthold, discusses why concerns that the U.S. economy will overheat and inflation will accelerate is becoming “the prevailing attitude of Wall Street." Hosted by Pimm Fox and Lisa Abramowicz.
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30 min
October 9, 2018
Three Reasons Why U.S. Stocks Are Going Up: Orlando (Podcast)
Phil Orlando, Chief Equity Market Strategist at Federated Investros, on jobs, the stocks market and current investment strategy. Carl Weinberg, Chief Economist at High Frequency Economics, on the IMF outlook.  Mark Lindbloom, Portfolio Manager for Western Asset Management, on the bond market selloff and the launch of their new fixed income ETF.  Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the China yuan and outlook for emerging markets.
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35 min
October 8, 2018
Saudi Aramco IPO Will Happen When Pigs Fly: Kilduff
John Kilduff, Founding Partner of Again Capital, on oil price outlook, and outlook for the revived Saudi Aramco IPO. Joel Stern, Chairman and CEO of Stern Value Management, to discuss the Fed, his current market outlook, and why Trump's tariffs strategy is the right one. Dan Cancel, Managing Editor: Latin America for Bloomberg in Sao Paulo, on Brazil's presidential elections, and how assets are reacting. Eli Casdin, Chief Investment Officer and Co-Founder of Casdin Capital, on biotech investing. Hosted by Pimm Fox and Lisa Abramowicz.
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30 min
October 5, 2018
I Don't Think the Wise Investor Ever Waits in the Muni Market: Mysak
Erik Gordon, Michigan University Professor at the Ross School of Business on Elon Musk and the SEC. We also have Joe Mysak, Editor for Bloomberg Brief: Municipal Market discussing the economy. Also joining the program is Malcolm Harkins, Chief Security & Trust Officer at Cylance discussing Cyber-security and China hacks. We also have Beth MacLean, Portfolio Manager at PIMCO, on the bank loan market and her outlook on the economy.
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28 min
October 4, 2018
RedLock CISO: China Chip Hack May Be Just The Beginning
Matt Chiodi, Chief Information Security Officer at RedLock, on China's hack into U.S companies, and what companies should be doing. Edward Hertzman, Founder and President of Sourcing Journal, on the impact of tariffs on textiles and the supply chain, and how Amazon is changing the apparel landscape. Jeremy Keehn, Bloomberg editor, on China using a tiny chip in a hack that infiltrated US companies, including Apple and Amazon. Justin Gover, CEO of GW Pharmaceuticals, on their FDA-approved cannabis drug Epidiolex receiving the lowest drug restriction by the DEA, and what's next in the company pipeline. 
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28 min
October 3, 2018
Too Much Money Chasing Too Few Deals: Oaktree's Marks
Howard Marks, co-Chairman of Oaktree Capital, discusses his new book, "MASTERING THE MARKET CYCLE: Getting the Odds On Your Side,"and his current outlook for investors. Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School, on the new Mexico-Canada deal and outlook for China negotiations. Ferdinando Giugliano, Bloomberg Opinion Editor in Rome, on Italy's budget deficit, and his column, "The Best Way to Answer Italy's Populists." Tim O'Brien, Executive Editor for Bloomberg Opinion, discusses the NY Times report on the Trump Organization's tax evasion. Hosted by Pimm Fox and Lisa Abramowicz.
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37 min
October 2, 2018
The 36-Year Cancer Fight That Led To A Nobel Prize
Dr. Jim Allison, Chairman of Immunology at the MD Anderson Cancer Center, on winning the Nobel Prize for his cancer treatment research on immunotherapies. Duncan Wood, Director of the Mexico Institute at The Wilson Center, on why the new Canada-Mexico trade deal represents a modernization of the 1994 NAFTA deal. Brendan Coughlin, President of Consumer Lending at Citizens Bank, on their new student lending survey and the impact of growing student loan debt. Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund at Algebris Investments, on outlook for Italy contagion.
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29 min
October 1, 2018
New GE CEO Has An Uphill Battle, Needs To Shrink Power
Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on GE’s new CEO and eps guidance. Ramesh Ponnuru, Senior Editor at the National Review and Bloomberg Opinion columnist, on the Kavanaugh hearings. Josh Gallu, White House Editor for Bloomberg, on politics surrounding President Trump’s new trade deal with Canada and Mexico. Hosted by Pimm Fox and Lisa Abramowicz.
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22 min
September 28, 2018
Tesla Will Struggle To Raise Money Without Elon: Kudla (Podcast)
David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on Tesla outlook following the SEC lawsuit against CEO Elon Musk. Former Cisco CEO John Chambers shares his playbook and leadership philosophy in his new book, "CONNECTING THE DOTS: Lessons for Leadership in a Startup World." John Wilson, Cornerstone Capital Group's Head of Research and Corporate Governance, on how Tesla's Board should be handling Elon Musk. Lauren Jupiter, Co-Founder and Managing Partner of venture capital fund AccelFoods, on investing in high-growth and innovative food & beverage startups, and trends in the food space. Hosted by Pimm Fox and Lisa
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32 min
September 26, 2018
Best Technology Opportunities Lie Away From The Herd
Kevin Landis, CEO of Firsthand Technology Fund (NASDAQ: SVVC), and CIO of Firsthand Capital Management, discusses the less travelled areas of tech investing. Brad Hunter, Chief Economist at HomeAdvisor, on housing data, and how the Fed will impact home buying. Carl Riccadonna, Chief US Economist for Bloomberg Economics, previews the Fed decision.
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20 min
September 25, 2018
Trump’s UN Address Targets Regime Change In Iran: Cohen
Ariel Cohen, Senior Fellow at the Atlantic Council, on President Trump’s address to the UN, how it will impact Iran-US relations, and what to expect from this week’s assembly. Phil Torres, Global Co-Head of Emerging Markets at Aegon Asset Management, on why he bought Turkey this summer. Richard F. Chambers, President and CEO of The Institute of Internal Auditors (IIA), discusses why US corporations may have a false sense of security regarding the impact of a trade war. Shira Ovide, Bloomberg Opinion technology columnist, on the Instagram founders leaving Facebook. Hosted by Pimm Fox and Lisa Abramowicz.
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25 min
September 24, 2018
Rosenstein Resignation Would Be Greatest Gift To Trump
Al Hunt, Bloomberg Opinion columnist, and June Grasso, June Grasso, legal analyst and co-host of Bloomberg Law, on the political and legal implications surrounding reports that Rod Rosenstein is resigning or being fired. Barry Parkin, Chief Sustainability Officer for Mars Inc., on the company's plan to reduce the carbon footprint of its business and supply chain by more than 60% by 2050. Andrei Shleifer, Professor of Economics at Harvard University, discusses the financial crisis and his new book, A Crisis of Beliefs: Investor Psychology and Financial Fragility. Alicia Levine, BNY Mellon Investment Management Chief Market Strategist, on the rise of gender-lens investing and their new "Womenomics" fund. Hosted by Pimm Fox and Lisa Abramo
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33 min
September 21, 2018
Leveraged-Loan Gloom Is Way Overdone: Eaton Vance PM
Chris Remington,Director of Income Product & Portfolio Strategy at Eaton Vance, on whether investors are jumping into the leveraged loan market at the wrong time. Ian Wishart, Bloomberg European government reporter, on the messy divorce EU and Theresa May's Brexit negotiations, and the current outlook for Brexit. Tony Scherrer, Director of Research and Co-Portfolio Manager at Smead Capital Management, on their current investment and market outlook. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on the Etihad-Emirates merger, and JetBlue Founder Neeleman starting a new low-cost carrier.
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26 min
September 20, 2018
Get Paid, But Only For Beating Benchmarks: Peter Kraus
Peter Kraus, Founder and Partner of Aperture Investors and former CEO of AllianceBernstein, on launching a new approach to fund management: performance-based pay, and fees only if they beat the market. Lananh Nguyen, FX reporter for Bloomberg, on how dollar traders see the Fed's next rate hike as a big sell signal. Tom Orlik, Chief Economist for Bloomberg Economics, discusses the impact of a drawn out U.S.-China trade war, and China's plan for an import tax cut. Shira Ovide, Bloomberg Opinion columnist, on Amazon's new disruption target: convenience stores. Hosted by Pimm Fox and Lisa Abramowicz.
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29 min
September 19, 2018
Debt ETFs Could Grow to $2 Trillion: BlackRock’s Tucker
Matt Tucker, Head of iShares Americas Fixed Income Strategy at BlackRock, on the fixed income market and consumer flows. Sam Masucci, CEO of ETF Managers Group, on money flowing out of cyptocurrencies into cannabis ahead of Canada legalizing weed on Oct 17. Mike Jackson, Chairman, CEO and President of AutoNation, discusses why he is stepping down and making the transition to Executive Chairman in 2019, and what lies ahead for the company. Danielle Hale, Chief Economist for Realtor.com, discusses whether the American Dream of home ownership is still attainable. Hosted by Pimm Fox and Lisa Abramowicz. 
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30 min
September 18, 2018
Dunkin’s Travis: Public Companies Profit From Scrutiny
Nigel Travis, Executive Chairman of Dunkin' Brands, discusses his new book, "The Challenge Culture," and outlook for the brand. Leland Miller, CEO of China Beige Book International, on China retaliating to Trump imposing $200 billion in tariffs, and how China’s economy may be impacted. Scott Lawlor, CEO of Waypoint Residential, on the real estate cycle, housing trends and investment opportunities.   Julian Lee, Bloomberg oil strategist in London, on how Iran sanctions are biting and impacting oil markets. Hosted by Pimm Fox and Lisa Abramowicz.
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31 min
September 17, 2018
China Retaliation On Tariffs Could Punish Supply Chains
Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations, on the latest tariffs push in the Trump/China trade war. Denise Chisholm, Sector Strategist at Fidelity, on outlook for markets and sector analysis.  Kyle Stock, senior correspondent for Bloomberg, on how self-driving cars can't handle rain, sleet or snow.   Dr. Ellen Wald, energy analyst and President of Transversal Consulting, and Toby Harshaw, Bloomberg Opinion editor, on oil byproduct loopholes in the Iran sanctions before they hit in November. 
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29 min
September 14, 2018
Consumers May Balk At Paying For Outage-Proof Utilities
GUESTS:Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on impact to utilities from Hurricane Florence. Michael Brandes, chief investment strategist of Itaú Private Bank, on emerging markets, corporate bond markets and central banks. Chris Macke, Founder of Solutionomics, on why the Republican push for "Tax Reform 2.0" would add insult to injury, and what his solution would be. Bloomberg's Kristine Owram, Canadian cannabis reporter, and Tara Lachapelle, deals and media columnist, on the turbulence in pot stocks and why liquor companies are the first movers on marijuana, and not Big Tobacco.
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31 min
September 13, 2018
Wall Street’s Shale Mania Is Like The First Dotcom Bubble
GUESTS: Bethany McLean, co-author of the bestseller "The Smartest Guys In The Room: The Amazing Rise and Scandalous Fall of Enron," discusses her new book, "Saudi America SAUDI AMERICA: The Truth About Fracking and How It’s Changing the World." Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Financial Group (NYSE: CFG), to discuss M&A trends in the market, tax and regulatory reform, and the loan environment. Vincent Cignarella, Global Market Strategist for Bloomberg, on Turkey’s rate decision and impact to EM assets.  Matthew Boyle, U.S. retail reporter for Bloomberg, on why Kroger was punished for its earnings miss. 
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28 min
September 12, 2018
Drug Prices Increased 35 to 435%, Despite Trump Pledge
Michael Rea, Founder and CEO of RX Savings Solutions, discusses how drug companies are ignoring Trump and raising prices, and the increase in spread pricing from PBMs. Hosted by Pimm Fox and Lisa Abramowicz. Mark Gurman, technology reporter for Bloomberg, reporting from Apple headquarters in Cupertino as the new product lineup is unveiled. Marty Sass, Chairman and CEO of MD Sass Associates, on his current investment strategy and market outlook. Tim Ross, UK government reporter for Bloomberg, on the UK and EU said to plan a special summit to sign a Brexit deal. Hosted by Pimm Fox and Lisa Abramowicz.
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28 min
September 11, 2018
CalSTR's Ailman: Market Shifting To Private Companies
Chris Ailman, Chief Investment Officer for CalSTRS, on his investment strategy, trade wars, and hedging the portfolio. Jim Anderson, CEO of SocialFlow, on creating a new blockchain-enabled digital advertising system that replaces the traditional ad model. Jeffrey Flynn, insurance analyst for Bloomberg Intelligence, and Brian Sullivan, energy and commodities reporter for Bloomberg, on Hurricane Florence, and which insurers are at risk. Mariana Mazzucato, economics professor and Director of the Institute for Innovation and Public Purpose at University College London, discusses her new book: "THE VALUE OF EVERYTHING: Making and Taking in the Global Economy." Hosted by Lisa Abramowicz and Pimm Fox.
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40 min
September 10, 2018
Argentina Has ’Passed The EM Test’ While Turkey Fails
Eric Fine, Portfolio Manager:Emerging Markets Fixed Income Strategy for Van Eck Global, on emerging market strategy, and why he still likes Argentina. Porter Bibb, Managing Partner for MediaTech Capital Partners, on Les Moonves' departure from CBS, and what it means for the company. David Garrity, CEO of GVA Research, on Apple's upcoming product launch and impact of President Trump's twitter attack on Apple's production abroad. Aaron Brown, Bloomberg Opinion columnist and former head of financial market research at AQR Capital Management, on the crypto-currency wipeout. Hosted by Pimm Fox and Lisa Abramowicz. 
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30 min
September 7, 2018
See Tesla At $88 By End of 2019: Vertical's Johnson
Gordon Johnson, Analyst and Managing Director at Vertical Group, on Tesla shares tanking after two top executives announced their departures, a day after CEO Elon Musk smoked a joint during an interview. Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on EM currencies and potential contagion. Kimberly Robinson, Supreme Court reporter for Bloomberg Law, on the Kavanaugh hearings, and what to expect next. Chris Low, Chief Economist at FTN Financial, on jobs data, the Fed, trade war impact, and outlook for the economy. Hosted by Pimm Fox and Lisa Abramowicz. 
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27 min
September 6, 2018
We Have All The Elements Of EM Contagion: Bill Rhodes
"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisor on the emerging markets meltdown, Argentina, and trade negotiations. Bloomberg Opinion columnist Al Hunt discusses the anonymous NY Times op-ed, and what it means for the country and state of play in the White House. Clint Watts, Senior Fellow at the Foreign Policy Research Institute and Senior Fellow at the Center For Cyber and Homeland Security at The George Washington University, on how authoritarians have learned how to dominate social media.  Brad Loncar, CEO of Loncar investments, on creating an ETF to track China's growing biotech space. Hosted by Pimm Fox and Lisa Abramowicz.
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30 min
September 6, 2018
Former Apple Engineer Unveils Jobs' Creative Process
Ken Kocienda, former Principal Engineer of iPhone software at Apple, discusses his new book, "Creative Selection: Inside Apple’s Design Process During the Golden Age of Steve Jobs." Mark Douglas, CEO of SteelHouse, weighs in on Twitter and Facebook testifying before the Senate today on election security. Manuel Henriquez, founder and CEO of Hercules Capital (NYSE: HTGC), on the IPO market for technology and life sciences companies and the venture lending landscape. Tom McGee, President and CEO of The International Council of Shopping Centers (ICSC), on its inaugural Global Perspectives report, which looks at the impact of the retail real estate industry in economies around the world. Hosted by Pimm Fox and Lisa Abramowicz.
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28 min
September 4, 2018
Expect Kavanaugh To Deflect With 'Settled Law' Jargon
June Grasso, legal analyst and Bloomberg Law host, on what to expect from the Brett Kavanaugh Senate hearings. Burt Flickinger, Managing Director for Strategic Resource Group, on Nike's new ad campaign featuring Colin Kaepernick. Damian Sassower, Chief Emerging Markets Strategist for Bloomberg Intelligence, on Argentina and South Africa, and EM contagion. Shawn Donnan, Senior Reporter, Trade and Globalization for Bloomberg, on Trump's trade negotiations with Canada, and the $200 billion China tariffs.
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29 min
September 4, 2018
New China Tariffs Would Quickly Hurt Economy: Hufbauer
Gary Hufbauer, nonresident senior fellow at the Peterson Institute, on Trump's NAFTA renegotiation and how the Mexico agreement compares, and what Trump's goal is with trade for the US. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit market and current investment strategy. Gad Levanon, Conference Board's Chief U.S. Economist, discusses their new survey on how satisfied U.S workers are with their job. Toluse Olorunnipa, White House correspondent for Bloomberg, on highlights from Bloomberg's exclusive interview with President Trump.  Hosted by Pimm Fox and Lisa Abramowicz.
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30 min
August 30, 2018
Zero Tariffs Would Benefit EU Automakers More Than
Michael Dean, Senior Analyst: European Automotive for Bloomberg Intelligence, and Josh Wingrove, Canada government reporter for Bloomberg, on the EU offering zero tariffs on cars for the U.S., and the latest in the Canada NAFTA negotiations. David Dietze, President and Chief Investment Strategist at Point View Wealth Management, on Warren Buffett and Berkshire Hathaway. Rob Haworth, Senior investment strategist for U.S. Bank Wealth Management, on investing in commodities and the oil sector. Hosted by Lisa Abramowicz and Pimm Fox. Annie Massa, investing reporter for Bloomberg, on how the 2008 crash forged BlackRock's growth into a $6.3 million asset manager.
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35 min
August 30, 2018
Investors Are Starting To Look At Argentinian Assets
Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina outlook after President Macri asked the IMF to speed up payments from its $50 billion credit line. Antonio Ortiz-Mena, former Head of Economic Affairs at the Mexican Embassy, and Senior VP at Albright Stonebridge Group, on Trump's trade agreement with Mexico and how it compares to NAFTA. Alex Wayne, Bloomberg White House Team Leader, on White House counsel Don McGahn leaving the White House in the fall. Ted Pollak, video game technology analyst and co-founder of the GAMR ETF, discusses what's driving the global gaming industry.
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30 min
August 29, 2018
Hard to See Trump's Google Attack Spurring Change
Shira Ovide, Bloomberg Opinion technology columnist, on Trump tweeting that Google rigs its search results to display only negative stories about him. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, on markets, current investment strategy, and why this bull market is now "capacity-challenged." Joe Nocera, Bloomberg Opinion columnist, on why President Trump's Mexico deal reveals another deficit. Lynn Franco, Director of Economic Indicators at the Conference Board, and Yelena Shulyatyeva, Senior US Economist for Bloomberg Economics, on August Consumer Confidence data.
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31 min
August 27, 2018
Trump's Desire For Bilateral Trade Is A Big Deal: Coy (Podcast)
Peter Coy, Economics Editor for Bloomberg Businessweek, on economic impact of a new trade deal with Mexico. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Elon Musk ending Tesla's bid to go public, and the OPEC supply monitoring meeting. Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, on monetary deceleration, and why he predicts economic disappointments and lower long-term yields. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Apple launching three new iPhones.
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31 min
August 27, 2018
Sharp Fall In The Yuan Is Big Risk To Global Growth (Podcast)
Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how US-China trade issues can impact global markets. Rick Helfenbein, American Apparel & Footwear Association president and CEO, on the new round of tariffs and impact to the apparel industry. IndyCar CEO Mark Miles on capturing the millennial audience, and why they're growing when other leagues are losing support. Gerrit de Vynck, Bloomberg technology reporter, on Trump using the international mail system to step up the pressure against China over its exports to the U.S. Hosted by Pimm Fox and Lisa Abramowicz.
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31 min
August 23, 2018
Why Saudi Aramco Is Pursuing Sabic In Place Of An IPO
Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss why Saudi Aramco is pursuing the Sabic deal in place of an IPO, and what this means for the kingdom. Alan Bjerga, agriculture reporter for Bloomberg, on what the world will eat in the next decade. Bob Mintz, former federal prosecutor and Partner at McCarter & English, on what constitutes a campaign election violation, and what the risks are for President Trump. George Schultze, head of Schultze Asset Management, discusses the distressed equities and debt markets, including Tesla and opportunities in coal.  Hosted by Lisa Abramowicz and Pimm Fox. 
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32 min
August 22, 2018
Michael Cohen Is A Much Bigger Risk To Trump Than Manafort
GUESTS: Joe Moreno, former federal prosecuter with the DOJ and Partner at Cadwalader, on the legal and criminal issues surrounding Paul Manafort, Michael Cohen and President Trump. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on his current market outlook, and investment strategies around oil. Joel Levington, Senior credit analyst for Bloomberg Intelligence, on the risks to some Tesla bonds if the company went private. John Bartlett, Vice President and Co-Portfolio Manager of the Reaves Utilities ETF (UTES) at Reaves Asset Management, on the safe haven of utilities. 
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30 min
August 22, 2018
Hard To See Coal Rebound Despite Trump's EPA Rollback
Ethan Zindler, Head of Americas for Bloomberg New Energy Finance, on the EPA's plan to dramatically scale back limits on greenhouse gas emissions from power plants. Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on JPMorgan to offer free trades, and whether he forecasts a "race to the bottom" on fees. Mark Vergnano, CEO of Chemours (NYSE: CC), discusses the company's growth plan, the EPA regulation rollback, the GenX lawsuit and impact of tariffs. Mark Spindel, author of "The Myth of Independence: How Congress Governs the Federal Reserve," and Craig Torres, Bloomberg Federal Reserve and U.S. Economy Reporter, on Trump's criticism of the Fed's hiking path, and whether it can stay independent. Hosted by Pimm Fox and Lisa Abramowicz.
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32 min
August 21, 2018
Disastrous Scenario If Turkey Exited NATO: Stavridis
Retired Navy Admiral Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on Trump revoking security clearances, and the situation in Turkey and impact to NATO. David Garrity, CEO of GVA Research, on Netflix outlook, the chip rout, and Google creating a search engine for China. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on the currency devaluation in Venezuela and the situation in Turkey. Ron Quaranta, Chairman of the Wall Street Blockchain Alliance, on the crypto selloff and what this does to blockchain investing. Hosted by Pimm Fox and Lisa Abramowicz.
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28 min
August 20, 2018
Loomis' Fuss Sees Two More Fed Hikes, But Uncertainty Prevails
Dan Fuss, Vice Chairman of Loomis Sayles, on fixed income markets, bond yields, central bank policy and trade concerns. Burt Flickinger, Managing Director for Strategic Resource Group, on the aftermath of the Rite Aid-Albertson’s deal collapse. Mujtaba Rahman, Managing Director: Europe for Eurasia Group, on the crisis in Turkey, Erdogan’s response, and possible scenarios. Alex Webb, Bloomberg Opinion European tech columnist, on Google employing users' web browsing to steer advertising displayed on public billboards.
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32 min
August 17, 2018
Ex-SEC Chair Levitt: It’s A Bad Idea to Reduce EPS Reporting
GUESTS:Former SEC Chairman Arthur Levitt weighs in on President Trump’s seeking an SEC study to move companies to six-month reporting cycles from the current quarterlies. Hans Olsen, Fiduciary Trust Chief Investment Officer, on why it’s time to slash junk-debt holdings. Aaron Terazzas, Economic research director for Zillow, on new analysis that shows the national housing market experiencing more price cuts. Matthew Schettenhelm, Litigation analyst for Bloomberg Intelligence, on the Sinclair-Tribune lawsuit, and net neutrality. 
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32 min
August 16, 2018
Saudi’s PIF May Not Have Cash To Take Big Tesla Stake
Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss Saudi Arabia’s potential deal to invest in a Tesla privatization, and what it means for their future oil strategy. Michel Danechi, Portfolio Manager and Investment Partner at Vedra Partners, on outlook for investing in Turkey.Shira Ovide, Bloomberg Opinion technology columnist, discusses: Amazon exploring an acquisition of the Landmark movie chain, and the cash problems with young tech companies. Devina Rankin, Chief Financial Officer for Waste Management, on earnings, recycling, and industry landscape.
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31 min
August 15, 2018
Markets May Have To Adjust To Getting Info Via Twitter
Jill Fisch, Business Law Professor at the University of Penn Law School, discusses the legality surrounding Elon Musk's tweets regarding a potential buyout. Robert Lawrence, Professor of International Trade and Investment at the Harvard Kennedy School and former economic advisor to Clinton, on the deal that Trump really wants with China. Brendan Ahern, Chief Investment Officer of KraneShares, discusses Tencent earnings and the China tech sector. Jonathan Tyce, Senior Banks Analyst for Bloomberg Intelligence, on Turkish banks, new restrictions on shorting the lira, and which foreign banks have the most exposure.
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26 min
August 14, 2018
Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy
Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now. Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, discusses why gold is plunging so much. Scott Mushkin, Managing Director of Consumer Research at Wolfe Research, on Home Depot earnings, and a preview of Walmart and Target. Christopher Balding, Bloomberg Opinion columnist, on China's economy, the trade war and what China really wants.
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30 min
August 13, 2018
White House Lax Protocol Opens Window For More Security Breaches
Clint Watts, a former FBI special agent and Senior Fellow at the Foreign Policy Research Institute, discusses Russia’s continued hacking into U.S. elections, and eroding White House security.Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the Turkish lira and signs of EM contagion. Arlan Suderman, Chief Commodities Economist for INTL FCStone, on why corn will be the long-term ag commodities winner. Matthew Martin, Mideast Finance Reporter for Bloomberg, on Saudi’s sovereign wealth fund reported to be in talks to invest in a Tesla buyout.
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29 min
August 10, 2018
Why The U.S. Wouldn’t Want The IMF To Bail Out Turkey: Rhodes
Guests:Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global macro issues surrounding China trade, and a look at the situation in Turkey.Porter Bibb, Managing Partner for MediaTech Capital Partners, on the latest in the Fox/Disney and Comcast bid for Sky assets, and why print media isn't dead.Paul Michael Wihbey, research fellow at the Daniel Morgan Graduate School of National Security and former Vice President of the Liberal Party of Canada, discusses the impact of the Saudi-Canada feud.Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, on Tribune terminating the Sinclair deal, and Rite Aid and Albertson’s calling off their tie-up.
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35 min
August 8, 2018
Musk’s Proposal Creates Liquidity, Uncertainty, For Tesla Bonds
Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on how Tesla credit is reacting to Musk's tweet on taking the company private. Gordon L. Johnson, Analyst and Managing Director at Vertical Group, examines the Tesla equity story, and why Elon Musk’s proposal to take the company private at $420 a share makes no sense. Chuck Lieberman, Chief Investment Officer at Advisors Capital Management LLC, and Bloomberg Opinion columnist, on the job market and wages, sector picks, and current investment outlook. Joe Moreno, Partner at Cadwalader, on key regulatory issues that cryptocurrency exchanges and businesses should be wary of.
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31 min
August 7, 2018
It’s Only The Beginning Of The Decline From Trade Wars: Kotok
David Kotok, Chairman and CIO of Cumberland Advisors, on his current investment outlook, impact from trade wars, and why investors should keep dry powder. Dr. Ellen Wald, President of Transversal Consulting and energy and Middle East expert, on how the biggest importers of Iranian oil will react to sanctions. Damian Sassower, fixed income strategist for Bloomberg Intelligence, on Turkey markets sinking amid talk of an IMF bailout, while the central bank and Erdogan remain silent. Kit Konolige, Senior Utility analyst for Bloomberg Intelligence, on how California wildfires are impacting utilities, and reports that PG&E may declare bankruptcy.
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29 min
August 6, 2018
U.S. Oil Demand Is Peaking, Expect Lower Prices At Pump: Schork
Stephen Schork, President of the Schork Group, on LNG producers at risk from tariffs, and how Iran sanctions could impact the oil market. Tuna Amobi, Senior media and entertainment analyst at CFRA Research, on outlook for CBS, and the big media earnings this week. Tara Lachapelle, Bloomberg Opinion columnist, on highlights from Berkshire Hathaway earnings. Harley Lippman, CEO of Genesis10, one of the nation’s largest IT services and staffing firms, on why tech wages are still under pressure and what the drivers of wage growth will be.
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32 min
August 4, 2018
Vanguard Sours on Riskier Credit, Likes International Equities
Greg Davis, CIO of Vanguard, on no-fee funds, the economy, and current investment strategy. Steve Englander, Global Head of G-10 FX Research for Standard Charter Bank, and a Bloomberg Opinion columnist, on the China yuan. Amir Sufi, Professor of Economics and Public Policy at the Chicago Booth School, on why more leverage leads to slower future growth and increases the likelihood of a crash. Tom Gimbel, CEO of LaSalle Network, on why wages stay down in the best job market he's ever seen.
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39 min
August 3, 2018
Forget Supply. Demand For Tesla Cars At $70,000+ Will Dry Up
Gordon L. Johnson, Alt. Energy, Metals & Mining & Equip. Rental Research - Managing Director at Vertical Group, on Tesla earnings and outlook. Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China trade. Stephen Munro, Bloomberg New Energy Finance policy analyst, on the Trump administration proposal to ease Obama auto-mileage rules and remove California's clout on emissions standards. Doug Cohen, Managing Director, Portfolio Management at Athena Capital Advisors, on what's moving markets.
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34 min
August 1, 2018
PineBridge Sees Worsening Value in CCC, BBB Rated Bonds
Steven Oh, Global Head of Credit and Fixed Income and Co-Head of Leveraged Finance for PineBridge Investments, discusses his outlook for the second half of 2018 and early 2019. Brian Wieser, Senior Research Analyst for Pivotal Research Group, discusses his outlook for Viacom and CBS, in light of an investigation into Les Moonves' alleged sexual misconduct. Matt Winkler, Editor-in-Chief Emeritus of Bloomberg News and Bloomberg Opinion columnist, discusses his column, "Municipal Junk Soars as the Economy Roars."Dr. Adam Posen, President of the Peterson Institute of Economics, discusses how countries are bypassing the U.S. and constructing a “post-American" world economy, and how foreign investment into the U.S. has dropped off a cliff.
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33 min
August 1, 2018
BOJ Allows Japan To Keep QE In Place For Another Three Years
Jeff Uscher, Head of Research at Japan Insider, on the BOJ monetary policy decision and investing in Japan. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, previews Apple earnings. Jim Schaeffer, Co-Head of Public Fixed Income and Deputy Chief Investment Officer at Aegon Asset Management, on an early warning sign that demand in the red-hot leveraged loan market is set to cool. Andrew Mayeda, Bloomberg Global Trade and Economy Reporter, and Andrew Silverman, Government analyst for Bloomberg Intelligence, on the Treasury considering bypassing Congress to grant a $100 billion capital gains tax cut.
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31 min
July 30, 2018
Corporate Boards Are Shirking Responsibility On #MeToo Crises
Richard Chambers, CEO of The Institute of Internal Auditors (The IIA), on how CBS could handle the Les Moonves accusation, and whether corporations are compliant to sexual harassment policy Poonam Goyal, Senior Retail Analyst for Bloomberg Intelligence, with a back-to-school apparel preview and why jeans will be the winner this season. Logan Mohtashami, Senior Loan Officer for AMC lending, on why the U.S. Housing market looks perfect right now. Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on how 3-4 % growth in the U.S. isn't sustainable.
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29 min
July 27, 2018
A Bitcoin ETF Could Make The Cryptocurrency Safer: SEC’s Peirce
SEC Commissioner Hester Peirce on being the lone dissenter in the SEC’s rejection of the Winklevoss bitcoin ETF. Rick Clemmer, President and CEO of NXP Semiconductors, on the breakup of the NXP-Qualcomm deal, and what their next plan is. Jim Anderson, CEO of SocialFlow, on Amazon and Twitter, Facebook, and the threat of slowing user growth. Ivan Cheung, CEO of Eisai, discusses the outlook for their BAN2401 Alzheimer's drug, made in partnership with Biogen, after investors were disappointed at the trials.
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32 min
July 26, 2018
Facebook Is Real Business, But Google Is Better For Ad Exposure
Colin Gillis, Director of Research at CR Partners, discusses Facebook plunging, and previews Amazon and Apple. Prashant Gopal, US real estate reporter for Bloomberg, on how the US housing market appears to be headed for the broadest slowdown in years. Rishi Gautam, Executive Chairman of Mjardin Group, on their full-scall cannabis business model, the company’s upcoming IPO in Canada, and market growth. Automotive entrepreneur Scott Painter, CEO and co-Founder of Fair and former CEO of TrueCar, on new ownership models in the auto industry, and how tariffs are impacting consumer spending on cars.
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29 min
July 26, 2018
Eaton Vance’s Gaffney Sees Opportunities In Mexico, Brazil Debt
Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on finding value in emerging market fixed income.David Garrity, CEO of GVA Research, on why the underpinnings for Facebook are weakening. Rick Calder, CEO of GTT Communications (NYSE: GTT), on their acquisitions, the cloud marketplace, and international growth. Author and historian Steven Ujifusa discusses his new book, "BARONS OF THE SEA And their Race to Build the World’s Fastest Clipper Ship."
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30 min
July 24, 2018
Iran Is The Thing That Keeps Me Up At Night: Former CIA Officer
Jack DeVine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, on Iran, Russia, and Trump's relationship with the intel community. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on Turkey stocks and lira plunging after the central bank defied market expectations to hold interest rates unchanged. Will Rhind, CEO of GraniteShares, on Iran impact on oil markets and outlook for commodities. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Verizon seeking to partner with Google or Apple to provide television when it launches 5G service.Samara Lenga
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30 min
July 23, 2018
Five Things The U.S. Can Do To Prepare For Iran: Adm. Stavridis
Admiral James Stavridis, former military commander of NATO, Dean of the Fletcher School at Tufts University and Bloomberg Opinion columnist, on President Trump amping up rhetoric against Iran on Twitter. Vincent Cignarella, Global macro strategist for Bloomberg, on the dollar and global currency markets reacting to President Trump's tweets on the Fed and currency manipulation. Kevin Murphy, CEO, Acreage Holdings, on completing the largest capital raise in U.S. cannabis history, and their plans for an IPO later this year. Howard Yu, LEGO professor of management and innovation at the IMD Business School in Switzerland, discusses his new book "LEAP: How to Thrive in a World Where Everything Can Be Copied." 
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31 min
July 20, 2018
We’re Fighting the Trade Wars of the 70s & 80s: IIF’s Tim Adams
Tim Adams, President and CEO of the IIF and Former Under Secretary of Treasury for International Affairs, on Trump’s new $500 billion tariffs threat to China, and how trade risks and global debt are threats to the global economy. Toby Harshaw, Bloomberg Opinion editor covering national security, on Dan Coats being unaware of Trump inviting Vladimir Putin to the White House, following the disastrous summit in Helsinki. Rick Helfenbein, President and CEO of the American Apparel & Footwear Association, on the impact of tariffs on American consumers and manufacturers. Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on GE and Honeywell earnings.
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32 min
July 19, 2018
Short-Term Debt Is Best Fixed-Income Bet: BlackRock’s Rosenberg
Jeffrey Rosenberg, Chief Fixed Income Strategist at Blackrock, on their 2018 mid-year investment outlook. Richard Conn, Managing Partner of Eurasia Advisors, on the fallout of President Trump’s meeting with Vladimir Putin in Helsinki.Win Thin, Global Head of Emerging Markets F/X, on China’s central bank showing little signs of intervening in the yuan slumping.Susan DeVore, CEO of Premier, Inc (Nasdaq:PINC), on drug pricing and outlook for Obamacare.
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30 min
July 18, 2018
Yield Curve Front And Center For Fed Chair Powell: BI’s Jersey
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on what Federal Reserve Chairman Jerome Powell’s testimony before lawmakers means for the economy and the yield curve. Market Drivers with Bloomberg stocks editor Dave Wilson, and Shira Ovide, Bloomberg Opinion technology columnist, on why EU regulators will have a tough time breaking up the status quo of Google's power in smartphones.
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23 min
July 17, 2018
Fed Watchers Will Look For Clues On Hikes, Wages, Trade War
Bloomberg’s David Wilson, stocks editor, and Matt Boesler, Fed reporter, along with Carl Riccadonna, Chief US Economist for Bloomberg Intelligence, discuss what to expect from Federal Reserve Chairman Jerome Powell’s testimony to lawmakers.
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12 min
July 17, 2018
BlackRock CEO Larry Fink: Clients Don't Want Exposure To Crypto
Bloomberg's Erik Schatzker discusses his interview with BlackRock CEO Larry Fink. Gymboree CEO Daniel Griesemer discusses the company's new apparel line and turnaround, after emerging from bankruptcy last year.  Seema Shah, senior consumer discretionary analyst for Bloomberg Intelligence, on retail sales, and how consumers are doing most of their purchasing on credit. 
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30 min
July 13, 2018
Bank Stock Weakness Is Signalling Upcoming Downturn: Peabody
Charles Peabody, President of Portales Partners LLC, on bank earnings and why bank stocks have peaked. Ariel Cohen, Senior Fellow at the Atlantic Council, on Trump’s upcoming summit with Putin. Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, on Theresa May’s white paper and how Trump’s comments may impact Brexit negotiations with EU. Mary Ann Halford, Global Media & Entertainment Strategist at OC&C Strategy Consultants, on the Justice Department filing to appeal the AT&T- Time Warner decision.
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31 min
July 13, 2018
Libya's Returning Supply, Saudi Output, Pushing Oil Price Down
John Kilduff, Founding Partner of Again Capital, on why oil prices are on the way down. Joseph Abboud, designer and Chief Creative Director of Men’s Wearhouse, on growth, manufacturing in the U.S., and how tariffs could impact the apparel industry.Brad Setser, senior fellow for international economics at the Council on Foreign Relations, on the US-China trade war. Scott Lawlor, CEO of Waypoint Residential, on the real estate cycle and housing trends.
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29 min
July 12, 2018
Pfizer Reversing Price Hikes After Trump Bullying Won’t Last
Max Nisen, Bloomberg Opinion health care columnist, on Pfizer agreeing to delay price increases after Trump called the company out.Vacit Arat, co-founder and President of HIA Technologies Inc., on creating Digital Avatars, which can carry on a sophisticated conversation with humans on almost any subject in any language.Carl Weinberg, Chief Economist at High Frequency Economics, on how China could hurt the US once it runs out of imports to tax.David Garrity, CEO of GVA Research, on how blockchain is being implemented in the real economy and outlook for Twitter.
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34 min
July 10, 2018
Could See A U.S. And Global Recession By End Of 2019: Sri-Kumar
Komal Sri-Kumar, president and founder of Sri-Kumar Global Strategies and Bloomberg Opinion columnist, on how trade wars could spur currency devaluations. Vijay Govindarajan, Coxe Distinguished Professor at Dartmouth's Tuck School, and Ravi Ramamurti, University Distinguished Professor at Northeastern University, discuss their new book, REVERSE INNOVATION IN HEALTHCARE, on how India can be the blueprint for healthcare in the US. Dan Hanson, UK Economist for Bloomberg Economics, on how Brexit is impacting the UK economy and how businesses will react to the uncertainty. Jamie Butters, US Autos editor for Bloomberg in Detroit, on Tesla planning to build a China plant with 500,000 car capacity.
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28 min
July 9, 2018
EU Rejection Poses Bigger Danger For May Than Brexit Rebellion
Clive Crook, Bloomberg Opinion Editor, on outlook for Theresa May and Brexit, following the departure of top Brexiter Boris Johnson.Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic advisor to President Bill Clinton, on the global supply chain and whether trade globalization be undone at this point. Alan Bjerga, agriculture reporter for Bloomberg, on how U.S. soybean farmers are being impacted by trade wars. Josh Lohmeier, Head of US Investment Grade Credit at Aviva Investors, on the impact of recent M&A deals and how investors can navigate the corporate credit landscape.
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30 min
July 9, 2018
Amazon’s Health Care Threat Just Became A Reality: Ovide, Nisen
Bloomberg Opinion’s Max Nisen, health care columnist, and Shira Ovide, technology columnist, on Amazon buying Pillback.Chris Whalen, Chairman of Whalen Global Advisors, on bank stocks continued losing streak, and the privatization of Fannie and Freddie. Leland Miler, CEO of China Beige Book, on trade with China, and China Q2 economic data. Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, on two new casinos-- Hard Rock and Ocean Resort- opening in Atlantic City.
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30 min
July 6, 2018
Chipmakers Could Be Hit With Both U.S. And China Tariffs: Ovide
Shira Ovide, technology columnist for Bloomberg Opinion, discusses how chipmakers are trapped in the US-China crossfire.Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the June jobs report, and Trump’s proposal to combine Labor and Education. Drew Armstrong, health care reporter for Bloomberg, on Biogen seeing positive results in its Alzheimer’s trial.Scott Wren, senior global equity strategist for Wells Fargo Investment Institute, on markets, jobs, and the Fed.
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32 min
July 5, 2018
Canada Has Plenty Of Oil But Can’t Bring It To Market: Wihbey
Paul Michael Wihbey, research fellow at the Daniel Morgan Graduate School of National Security and former Vice President of the Liberal Party of Canada, discusses the shifting geopolitics of oil and gas.,Dan Moss, Economics Editor and columnist for Bloomberg Opinion, on the first wave of US tariffs on China exports due to take effect this Friday., Saagar Govil, CEO of Cemtrex, Inc., on their futuristic SmartDesk and the industrial technology landscape., David Katz, President and CIO of Matrix Asset Advisors, on his current stock picks and investment outlook.
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30 min
July 3, 2018
Investors Should Short Tesla At This Price: Mainstay's Kudla
David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on markets, current investment strategy, and stock picks.Bob Sinche, Global Strategist for Amherst Pierpont Securities, on what's happening with the China yuan. Brian Manning, co-Founder of Centric Digital and co-author of "Digital Transformation," on the companies that are leading the digital home revolution. Geetha Ranganathan, Technology and Media Analyst for Bloomberg Intelligence, on Comcast racing against the clock to wrest Fox from Disney.
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30 min
July 2, 2018
Investor Sentiment Has Moved To The Negative Side: Grohowski
Guests:Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor sentiment and current investment strategy.Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Tesla hitting its Model 3 target.Satish Jindel, President of SJ Consulting, on how Amazon’s new crowd-sharing plan will impact Fedex and UPS.Karl Schamotta, Chief Strategist at Cambridge Global Payments, on Canadian economic outlook following Canada’s retaliatory tariffs.
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30 min
June 28, 2018
Yuan Devaluation Unlikely, Don’t Hit Panic Button: BBH’s Thin
Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the China yuan and emerging markets.Justin Gover, CEO of GW Pharmaceuticals (NASDAQ: GWPH and LSE: GWP), on being the first cannabis company to receive FDA approval for their epilepsy drug. Abe Ankumah, CEO of Nyansa, discusses the company's networking technology and how he grew up in Ghana without a computer. Brendan Brown, Chief Economist and Head of Economic Research at Mitsubishi UFJ Securities, on central banks, inflation, Italy and Brexit.
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27 min
June 27, 2018
Here’s Why U.S. Housing Will Get Even Less Affordable: Shilling
Gary Shilling, President of A. Gary Shilling & Co. and a Bloomberg Opinion columnist, on the factors that will make U.S. housing even less affordable. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, and Alan Bjerga, Bloomberg agriculture reporter, on the perfect storm hitting agriculture commodities. Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on GE's divestiture plans.Elliot Weissbluth, Founder and CEO of HighTower, on their recent acquisitions, wealth management and fiduciary investing.
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30 min
June 25, 2018
Why It's Time To Be More Optimistic On EM Assets: PGIM's Rajan
Arvind Rajan, Managing Director and Head of Global and Macro at PGIM Fixed Income, on why it’s time to turn more optimistic on emerging-market assets. Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, on the U.S. Treasury's plan to use emergency CFIUS law to curb China takeovers. Craig Torres, Economy & Federal Reserve Reporter for Bloomberg, on how a Southern city has hit on a successful formula for incubating businesses. Peter Kenny, Founder of Strategic Board solutions, on markets and crude.
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32 min
June 22, 2018
Libya Conflict Is Hugely Overlooked Issue On Oil Capacity: Wald
Dr. Ellen Wald, President of Transversal Consulting, to discuss OPEC’s decision and will it means for oil markets and for gasoline prices for US consumers. Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on how the Disney/Comcast bidding war for Fox assets will play out. Alberto Gallo, Partner and Portfolio Manager at Algebris UK Limited, on Italian debt, highlights from the Sintra central banks symposium, and BOE. Shira Ovide, Bloomberg Opinion columnist, on how the Supreme Court ruling on internet tax collection will impact Amazon as well as smaller companies.
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30 min
June 21, 2018
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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27 min
June 19, 2018
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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30 min
June 18, 2018
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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30 min
June 18, 2018
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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28 min
June 14, 2018
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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30 min
June 13, 2018
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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23 min
June 13, 2018
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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32 min
June 11, 2018
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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31 min
June 11, 2018
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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32 min
June 8, 2018
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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36 min
June 6, 2018
Expectations around the Fed have Waxed and Waned : Marvin Loh
Anne Mathias, Global Rates & Foreign Currency Strategist for Vanguard, on global interest rates, the Fed, and inflation. Ram Nagappan, Chief Information Officer at BNY Mellon Pershing, on fintech and the era of the digital advisor. Simon Roy, Simon Roy, President and CEO of Invesco's robo-advisor Jemstep, on trends in the robo-advisory landscape, growth, and upending the wealth management industry. Marvin Loh, Managing Director Senior Global Markets Strategist, BNY Mellon, on fixed income.
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30 min
June 5, 2018
China, Asset Management and Investing Strategies
Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Carson Block, Chief Investment Officer, Muddy Waters Capital LLC, discussing China's impact on US capital markets. Also joining Pimm and Lisa is Yie-Hsin Hung CEO, New York Life Investment Management LLC, on the state and future of asset management. We also have David Hunt, President and CEO of PGIM, on investment strategies. And Shira Ovide, Bloomberg Technology Columnist, on the rally in FAAMG stock and how they are at records.
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29 min
June 4, 2018
Trade issues, Re-branding and Luxury Beds
Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Alberto Gallo, Partner and Portfolio Manager of Macro Strategies at Algebris UK Limited, discussing trade issues between US/EU and those effects on the economy. Also joining Pimm and Lisa is Tatiana Darie, Health Care Reporter for Bloomberg, reporting from the American Society of Clinical Oncology (ASCO) conference, with the midcaps stock to watch. Also, John Seifert, Ogilvy Chairman and CEO, to discuss why they are rebranding and the advertising industry landscape. And finally Jan Ryde, Executive Chairman and owner of Hastens Group, on the luxury bed market, and disruption in the mattress industry.
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30 min
June 4, 2018
Job Switchers, Not Stayers, Will Get The Wage Increases: Slok
Torsten Slok, Chief International Economist at Deutsche Bank, on jobs, the global economy, Italy and the euro. David Weil, Dean of the Heller School at Brandeis University, discusses wage stagnation, and whether it's reflected in consumer data. Clint Watts, Senior Fellow at the Foreign Policy Research Institute, discusses his new book, "Messing With The Enemy: Surviving in a Social Media World of Hackers, Terrorists, Russians and Fake News." Debbie Shon, trade lawyer with Quinn Emanuel, and former VP of International Trade and Public Policy at U.S. Steel, on Trump's steel tariffs.
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31 min
June 1, 2018
Trump Steel Tariffs Will Hurt As Much As They Will Help: Deaux
Joe Deaux, Metals & Mining reporter for Bloomberg, on Trump slapping steel tariffs on the United States’ closet allies: EU, Canada, and Mexico. John Moninger, Managing Director at Eaton Vance, on results of their Top of Mind Index (ATOMIX) which lays out the biggest market concerns are for financial advisors and their clients. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on Italy and Spain. Brian O’Kelley, CEO and co-founder of AppNexus, the leading independent digital advertising marketplace that sees billions of digital ad impressions cross its marketplace daily.
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30 min
May 31, 2018
Too Early To Go Long Italy Debt But EU Banks Look Good: Hickmore
Luke Hickmore, Senior Investment Manager for Aberdeen Standard Investments, on Italian assets. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on China trade and NAFTA. Scott Vernick, partner at Fox Rothschild and data privacy expert, discusses the rollout of GDPR, and consequences for businesses. Matt Townsend, Global business reporter for Bloomberg, on how corporations are spending the $30 billion in tax cuts that were put in their pockets in the first quarter.
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29 min
May 31, 2018
$11 Billion EM Investor Is Sticking With Brazil Despite Strike
Paul McNamara, Investment Director for emerging markets at GAM UK Ltd., discusses how the strike by Brazilian truck drivers is impacting global commodity markets. Fernando Napolitano, President and CEO of the Italian Business & Investment Initiative, discusses Italy’s governmental politics and the impact it’s having on the country's business community. Betsey Stevenson, Former Chief Economist at the US Department of Labor and Associate Professor of Public Policy at the University of Michigan, on why childhood education & high quality childcare should be a priority over free college. Lananh Nguyen, FX reporter for Bloomberg, on persisting misbehavior in the $5.1 trillion-a-day FX market.                      
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30 min
May 25, 2018
Commercial Real Estate and Money Issuance
Felice Maranz, Equity Reporter for Bloomberg, joins Bloomberg Markets AM to discuss the cracks in the commercial real estate market. Also joining Pimm and Lisa is Joe Mysak, Editor for Bloomberg Brief: Municipal Market- on Municipalities and new money issuance. Also joining in studio is Sylvia Jablonski, Managing Director of Capital Markets and Institutional ETF Strategist at Direxion Investments, discusses sector trade ideas.
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20 min
May 25, 2018
Danger Is Building In Some Emerging Markets: Bill Rhodes
Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the big news impacting the global economy: Turkey, Italy, China trade and Korea, and Venezuela. Alan Baum, auto analyst and Principal at Baum and Associates, on impact of Trump calling for an investigation of auto imports, and potential 25% tariffs. Arnold Kakuda, Banking and Credit Analyst for Bloomberg Intelligence, on Deutsche Bank's revamp plan, and impact of the Dodd-Frank repeal. Gary A. Naumick, Vice President of Engineering for American Water (NYSE: AWK), to discuss the nation's aging infrastructure, the opportunity for investment, and the value of public/private collaboration.              
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41 min
May 23, 2018
EM Countries With Weaker Fundamentals See Repricing: BBH's Thin
Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on emerging markets, currencies, and Turkey in freefall.  Matt Miskin, market strategist for John Hancock Investments, on why the yield curve will invert if the Fed hikes four times. Logan Mohtashami, Senior Loan Officer for AMC Lending, on why there is no such thing as affordable housing in America. Leigh Curyer, CEO of uranium mining company NexGen Energy, on how Russia may countersanction uranium, and the outlook for nuclear energy.
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33 min
May 21, 2018
Venezuela Has a Refugee Crisis Of Syrian Magnitudes: Hausmann
Ricardo Hausmann, Harvard economist and Former Minister of Planning for Venezuela, discusses Venezuela’s elections and economic outlook.Alan Bjerga, agriculture reporter for Bloomberg, on how the agriculture sector is hurting from GOP policies on trade, NAFTA, and the rejection of farm legislation in the House.Leigh Curyer, CEO of uranium mining company NexGen Energy, on how Russia may countersanction uranium, and the outlook for nuclear energy. Travis Briggs, CEO of ROBO Global, on investing in robotics, automation and AI.
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36 min
May 19, 2018
Emerging Markets Selloff Presents Buying Opportunities: Dennis
Geoff Dennis, Head of Global Emerging Market Strategy at UBS Securities, on emerging markets and why he thinks the gloom over EM equities is overdone. Ferdinando Giugliano, Bloomberg Opinion columnist in Rome, on the populist government plan in Italy, and how Italian/euro assets are being impacted. Dan Moss, Economics Editor and columnist for Bloomberg Opinion, on China casting doubt on report of a $200 billion trade deficit. Aaron Brown, Bloomberg Opinion columnist and former Head of Financial Market Research at AQR Capital Management, on pension funds, market valuations, and cryptocurrencies.
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27 min
May 19, 2018
Increasing Longevity Is Putting Strain On Global Pensions: Yik
Guests: Han Yik, Head of Institutional Investors at the World Economic Forum, discusses the global pension crisis.David Ourlicht, Commissioner & Chair of the Investment Committee, New York State Insurance Fund, and special adviser to the Chairman of GAMCO, discusses market outlook, infrastructure and asset allocation strategy.Phil Orlando, Chief Equity Market Strategist at Federated, on markets and investing, and why he sees value in the US equity market.Mark Rosenberg, CEO and Co-Founder of Geoquant, on their Mueller Index and how recent turnover at the White House is impacting the political risk in markets.
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28 min
May 18, 2018
Ad Budgets Shift from Social Media To Connected TV: Steelhouse
Mark Douglas, CEO of Steelhouse, on how advertisers value different media platforms, and how adding regulation to data-rich media platforms like Facebook could impact how much ad dollars they receive. Will Kennedy, Managing Editor: EMEA Energy & Commodities for Bloomberg in London, on the first detailed insight into Saudi Aramco’s financials, ahead of their impending IPO. Bob Mulroy, CEO of Partner Therapeutics, and former CEO of Merrrimack, on FDA approval of their first drug, Leukine, for acute radiation syndrome (ARS), and why the government is interested. Joe Minarik, Director of Research at the Committee for Economic Development, and former Chief Economist at the Office of Management and Budget for the Clinton Administration, on why the deficit is the greatest threat to the future of business.
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30 min
May 18, 2018
CVS Is Top Healthcare Pick, Good Price Now: Pointview’s Dietze
David Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, on earnings season, FAANG stocks, and his top stocks to make money for the rest of the year. Burt Flickinger, Managing Director for Strategic Resource Group, on why ESL Investments' offer for Kenmore and other Sears assets is great for CEO Lampert, but not so good for Sears. Holly Liss, Managing Director, Futures and Commodities Group at BTIG, on the flattening yield curve and the 10-year UST heading to 3%.Juan Manuel Santos, President of the Republic of Colombia, on elections, the Venezuela crisis, US trade tensions, and what's next after his term ends this August.
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30 min
May 18, 2018
Argentina Selloff Is A Buying Opportunity, Turkey Not So Much
Paul McNamara, Investment Director for emerging markets at GAM UK, on the big selloff in Argentina, and why Turkey is still a risk. Tom Gimbel, Founder and CEO of LaSalle Network, on jobs data, and why companies aren't paying more wages. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on how the potential bankruptcy of ZTE Corp. could be the shot that triggers the US-China trade war. Will Rhind, CEO of GraniteShares, on outlook for commodities, gold, and Iran impact on oil.
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30 min
May 18, 2018
Wealthy Endowments Should Subsidize Education: Ken Langone
Ken Langone, Co-Founder of Home Depot and former director of the New York Stock Exchange, discusses his new book, "I Love Capitalism: An American Love Story," education in America, and his investment in Palantir. Daniel Wager, Vice President: Global Financial Crime Compliance at LexisNexis Risk Solutions, on how companies should prepare for Iranian sanctions, and potential financial crimes surrounding Michael Cohen. Ken Shea, Senior Analyst Global Food, Beverages & Tobacco for Bloomberg Intelligence, on the skyrocketing M&A activity in the cannabis industry. Bermuda Premier David Burt on their growing crypto business and commitment to blockchain, and the regulatory environment.
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37 min
May 18, 2018
Don't See A Scenario That Moonves Stays At Company: Sweeney
Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on the Redstone family defeating the CBS bid to undercut control of company. Peter Pulikkan, US Energy analyst for Bloomberg Intelligence, discusses how U.S. refiners are maxing out on the shale they can process, as production surges. KC Mathews, Economist and Chief Investment Officer at UMB Bank, discusses market outlook, yield curve, inflation and current investment strategy. Jennifer Bartashus, Senior U.S. food retail and mass merchants analyst for Bloomberg Intelligence, on Walmart earnings and Kroger's pact with online grocer Ocado Group.
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28 min
May 16, 2018
Power Of US Sanctions Is Diminished After Caving On ZTE: Lake
Eli Lake, Bloomberg Opinion columnist on why Trump's cave to China's ZTE hurts his Iran strategy, and North Korea threatening to cancel the Trump summit. Jeff Smedsrud, co-founder of HealthCare.com and Founder and CEO at PivotHealth.com, on Trump's new drug pricing proposal, insurance affordability, and Obamacare outlook. Sarah Halzack, Bloomberg Opinion retail columnist, on Macy's sales gains and positive outlook. James Bach, Government Analyst: Federal Contracts for Bloomberg Intelligence, on the likely winner of the $10 billion Pentagon cloud contract: Amazon vs. Microsoft.
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31 min
May 14, 2018
US Reversal On ZTE Shows Weakness On Trade Negotiations: Miller
Leland Miler, CEO of China Beige Book, on Trump backtracking on moves against China's ZTE Corp, and what this signals about his trade war stance. Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, on the US Supreme Court ruling that states can legalize single-game sports betting. Alan Johnson, Managing Director and Founder of Johnson Associates, discusses results from their quarterly financial services compensation survey. Victoria Espinel, President and CEO of BSA: The Software Alliance and President of Software.org: The BSA Foundation, discussesintellectual property issues between the US and China, digital trade rules, and the software talent shortage.
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28 min
May 11, 2018
High Yield, EM Most Vulnerable To Asset Collapse: TCW's Rivelle
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the disconnect between asset prices and income, and current investment strategy. Tom Russo, Managing Partner at Gardner Russo & Gardner LLC, on why Philip Morris is poised to benefit from investment in smoke-free products. Brandon Kochkodin, Managing Editor for Bloomberg News, on how Apple and other big companies are no longer disclosing offshore cash positions, making it difficult to gauge whether tax changes are stoking federal investment.Sandy Miller, Partner at Institutional Venture Partners (IVP) on why Silicon Valley will see IPOs as well as more M&A, and how tech companies have been shutting out Wall Street.
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30 min
May 11, 2018
Tesla Will Go Bankrupt Without A Near-Term Cash Raise: Schultze
George Schultze, head of Schultze Asset Management, discusses the distressed equities and debt markets, and outlook for Tesla. Larry Noble, Senior Director and General Counsel for the Campaign Legal Center, and Bill Allison, campaign finance reporter for Bloomberg, on the gray area of backdoor lobbying to Trump by AT&T, Novartis, and others. Hugh Bromley, Solar market analyst for Bloomberg New Energy Finance, on California requiring solar panels be installed on all new homes starting in 2020. Toby Harshaw, Bloomberg Opinion columnist, discusses the situation in Iran, the military escalation in Israel, and the Korea summit.
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33 min
May 9, 2018
Corporate Payments To Cohen Are A Serious Legal Matter: Feldman
Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, on the payments that Michael Cohen received from corporations and a Russian oligarch, and the line between lobbying and bribes. John Kilduff, Founding Partner of Again Capital, on the oil markets, and why he expects oil to go to $80-85 a barrel.David Kotok, Chairman and CEO of Cumberland Advisors, on current investment outlook, the labor force and the Fed. Dr. Richard Chin, CEO of Kindred Biosciences, Inc., on the FDA approval of their new topical drug to treat weight loss in cats, and the company's extensive drug pipeline for pets.
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30 min
May 8, 2018
Seeing EM Fund Outflows Accelerate, More Pain To Come: Sassower
Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on whether we are reaching the bottom for EM. Elizabeth Nyamayaro, Senior Advisor to the Under Secretary-General and Executive Director of UN Women, and Head of the HeForShe Initiative, on the critical issues facing women around the globe.Anil Dash, CEO of Fog Creek Software, on how to make big tech more ethical and closing the gender pay gap.Max Nisen, Bloomberg Opinion columnist covering health care, on the Takeda-Shire deal. Broadcasting live from BLOOMBERG’s BUSINESS OF EQUALITY SUMMIT in the New York City corporate headquarters.
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29 min
May 7, 2018
Summer Driving Season Will Pump Oil Prices Until Fall: Schenker
Jason Schenker, President of Prestige Economics and a Bloomberg Prophet, discusses how a renewal of sanctions on Iran are impacting oil markets, and outlook for summer driving season.Ken Weissenberg, Partner-in-Charge, EisnerAmper Real Estate Group, on the Blackstone-Gramercy deal and how the shift to online shopping has boosted demand for warehouse REITS.Wiivv's Shamil Hargovan, Co-Founder and CEO, and Hannah Zachritz, Director of Product & Design, on the company’s 3D printing process for customized footwear, and how one of their engineers completed the Boston Marathon in their flip flop sandals. David Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, on key takeaways from the Berkshire Hathaway meeting.
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28 min
May 3, 2018
Elon Musk Call Was Reminiscent Of The 2001 Enron Call: Johnson
Gordon L. Johnson, Vertical Group Analyst and Managing Director, on Tesla’s outlook and cash burn.Bermuda Premier David Burt on their economy, tax haven status, and Bermuda as a regulatory play for insurance companies.David Ritter, Senior Analyst: Payments, Fintech & Specialty Finance Analyst for Bloomberg Intelligence, on how Amazon expanding its payment system will impact the payments space. Ogilvy & Mather WW Chairman and CEO John Seifert on the industry business climate, building brands in today's environment, consolidating under "one" Ogilvy, and company outlook after Sorrell.
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28 min
May 2, 2018
Government Should Be Borrowing As Much As They Can Now: Stern
Joel Stern, Chairman and CEO of Stern Value Management, discusses government debt. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, with key takeaways from Apple earnings. Will Pruett, Portfolio Manager of the Fidelity Latin America Fund (FLATX), on current investment opportunities and risks in Latin American markets, and why he's overweight Brazil. Jim Fallon, Editorial Director of Women's Wear Daily, on the economic impact to the global fashion world from the upcoming Royal Wedding.
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31 min
May 1, 2018
Ludicrous To Attack China For Supporting Its Own Economy: Roach
Stephen Roach, Senior Fellow and lecturer at Yale University and a Bloomberg View columnist, discusses whether China has the edge in US trade negotiations. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Gadfly, on how US supply and geopolitics are impacting oil prices. Steve Milunovich, analyst at UBS Securities, on what to expect from Apple earnings. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on quarterly refunding by the Treasury.
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28 min
April 30, 2018
Unlikely For Sprint And T-Mobile Deal To Get Approved: Butler
John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on T-Mobile to acquire Sprint Corp. for $26.5 billion in stock. Andy Lipow, President of Lipow Oil Associates, on Marathon Petroleum to buy rival oil refiner Andeavor for $23.3 billion, in a deal that could create the largest independent fuel maker in the U.S. Jim Vogel, Interest Rate Strategist for FTN Financial, on why yields are pegged more to inflation than supply. Walter Kemmsies, Economist and Chief Strategist of JLL's Ports, Airports and Global Infrastructure Group, on Mnuchin's upcoming trip to China, and outlook for tariffs.
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31 min
April 27, 2018
Consumers Will Be Able To Get Paid For Their Own Data: SRAX CEO
Chris Miglino, CEO and Founder of SRAX (Social Reality), on how data is controlled and managed, how regulation will impact big tech media ad dollars, and developing technology for consumers to control and sell their own data.Hal Brands, Henry A. Kissinger Distinguished Professor at Johns Hopkins University and Bloomberg View columnist, on the implications for North and South Korea agreeing to finally end a seven-decade war.Michael Scanlon, Portfolio Manager for Manulife Asset Management, on big tech and energy, rebalancing the portfolio, and investment outlook.Fernando Valle, oil & gas analyst for Bloomberg Intelligence, on Exxon and Chevron earnings
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30 min
April 26, 2018
Fiat Chrysler Ahead Of The Pack In Transition To SUVs: Kudla
(Bloomberg) -- Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz.Guests:David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on auto earnings, and a broader look at the auto industry.Yalman Onaran, Senior Writer: Banking and Finance for Bloomberg, on why he’s skeptical that Deutsche Bank can execute its latest plan.Scott Li, principal at CRG, a healthcare private investment firm, discusses investment opportunities in the healthcare landscape.Shira Ovide, Bloomberg Gadfly technology columnist, on Facebook, Amazon, and a look at investor jitters abvout Apple.
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31 min
April 25, 2018
Facebook Tries to Curb Fake News, Abuse with New Guidelines
Monika Bickert, Vice President, Product Policy and Counterterrorism at Facebook, on the company's update of community standards. Phil Bak, CEO of Exponential ETFs, on overexposure to FAANG trade in traditional market cap indexes, and a preview of Facebook earnings. Erik Fyrwald, CEO of Syngenta, on developing technologies including a malaria insecticide, their recent debt offering, and an upcoming EU ruling to ban one of their insecticides. Dr. Silviu Itescu, CEO of Mesoblast, (ASX:MSB; Nasdaq:MESO), on the opioid crisis, their product pipeline, and potential partners.
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34 min
April 24, 2018
Higher U.S. Yields Are Shifting The Risk-Reward in EM: Sassower
FOCUS ON FIXED INCOME: Damian Sassower, fixed income strategist for Bloomberg Intelligence, on emerging market debt and what higher US yields mean for EM.Jason Trennert, Chairman and Chief Investment Officer of Strategas Research Partners, on why the real economy will outperform the market in 2018.Alex Webb, Bloomberg Gadfly columnist covering technology, on Google's spending surge and Apple manufacturers signaling slowdown in iPhone demand.Max Nisen, Bloomberg Gadfly health care columnist, on Takeda close to buying Shire, and today's big health care earnings.
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28 min
April 20, 2018
We want to be a consolidator in the industry: William Weld
Dave Lafferty, Chief Market Strategist of Natixis Investment Managers, on markets and outlook. Also joining Pimm and Lisa is Scott Black, President and Founder of Delphi Management, on value investing and current stock picks. We also discuss cannabis legalization with former Massachusetts Governor William Weld, and Kevin Murphy, CEO of Acreage Holdings. Also joining to discuss oil and OPEC, is Joe Carroll, Bloomberg U.S. Energy Reporter and Houston Bureau Chief. Rounding out the conversation on munis is Joe Mysak, Editor for Bloomberg Brief: Municipal Market.
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35 min
April 20, 2018
Credit Investors See Highest Rate Risk Exposure Ever: Dhulipala
Srinivas Dhulipala, founder of credit hedge fund Kildonan Castle Asset Management, on why rate volatility presents the single-biggest risk to the high-yield credit market. Shira Ovide, Bloomberg Gadfly technology columnist, on Amazon CEO Jeff Bezos' annual shareholder letter, and Facebook building a team to design its own chips. Frank Holmes, CEO and CIO of US Global Investors, on the case for gold. Richard Conn, Managing Partner of Eurasia Advisors, on US-Russia relations, impact of sanctions, ruble outlook, and what response would be effective in dealing with Moscow.
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31 min
April 18, 2018
U.S. Better Be Prepared For Another Strike On Syria: Stavridis
Admiral James Stavridis, retired U.S. Navy admiral and former military commander of NATO, current dean of the Fletcher School at Tufts University and Bloomberg View contributor, on Mike Pompeo speaking with Kim Jong Un, and the conflict in Syria. Justin Sunerok, Founder and CEO of Verge, on their new partnership with Pornhub for its users to accept Verge cryptocurrency as payment. Luxembourg Finance Minister Pierre Gramegna on EU integration and trade outlook, taxation and its status as tax haven, and European growth. Sridhar Natarajan, High Yield Debt and Syndicated Loan Reporter, on Goldman and Blackstone being on opposite sides of an ego clash over swaps.
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33 min
April 17, 2018
$800 Million Crypto Fund Sees A Revolution in Finance: Masters
Coinshares Chairman Danny Masters discusses the outlook for bitcoin and crypto currencies, security, and regulation in the industry.Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the yield curve, Richard Clarida and Fedspeak this week.PenFed CEO James Schenck discusses providing seed capital to fund veteran start-ups via their new Veteran Entrepreneur Investment Program. Kevin Tynan, Senior Auto Analyst for Bloomberg Intelligence, on China removing ownership caps on automakers.
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28 min
April 16, 2018
Banks At Cycle Top, Will Be Down 30-50% In 12-18 Months: Peabody
Charles Peabody, President of Portales Partners LLC, on bank earnings and why we are seeing a lower quality of earnings. Brian Egger, Senior Gaming and Lodging analyst for Bloomberg Intelligence, on continued consolidation in the gambling industry, as Icahn plans to sell Tropicana in a $1.85 billion deal. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, on why the market is undervalued and current credit conditions.David Chene, Managing Partner at Kennedy Lewis Investment Management LLC, on whether corporate debt will be leading the US into the next recession.
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32 min
April 12, 2018
Delinquencies Hint At Pockets of Frayed Consumer Health: Cutts
Amy Crews Cutts, Chief Economist for Equifax, on the rising amount of consumer debt.David Lee, COO and CFO of Impossible Foods, on its plant-based burger making its fast food debut at White Castle. Barry James, President and CIO of James Investment Research and portfolio manager of the James Balanced: Golden Rainbow Fund (GLRBX), on current positioning, and stock picks. Larry Liebert, National Security Editor for Bloomberg, on the situation in Syria, and changes at the NSA.Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on how middle east tensions are impacting oil price.
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28 min
April 11, 2018
All Eyes Swivel To Washington As Trump Tweets, Ryan To Exit
Marty Schenker, Chief Content Officer for Bloomberg, on headlines moving markets today: U.S. mulling military strategies in Syria, Trump considering firing Rosenstein to end Mueller investigation. Billy House, congressional reporter for Bloomberg, on Paul Ryan's announcement to not seek reelecion, and who could replace him. Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst, on the two big issues that Facebook will need to tackle. Shira Ovide, Bloomberg Gadfly technology columnist, with recap and analysis of Mark Zuckerberg's testimony before Congress.
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33 min
April 10, 2018
California Plans to Cut Emissions By 40% By 2030: Edison CEO
Pedro Pizarro, President and CEO, Edison International, on investing in new energies, and how utilities are positioning themselves to benefit from the shift to electric vehicles.Anne Finucane, Vice Chairman, Bank of America, on investing in clean energy, sustainable financing, and how policy about social risk directs investment in different industries. Chris Mowry, CEO of General Fusion, on what the private sector and governments are doing to support nuclear fusion, and why break-even fusion is possible. Tom Wilson, mining and commodities reporter for Bloomberg, on how Russia sanctions are reverberating through the global commodities markets.
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32 min
April 9, 2018
Developing A Secure Nuclear Energy Strategy In Middle East: IP3
Guests:General (Ret.) Keith Alexander, U.S. Army, Co-founder and Director at IP3, on creating a strategy for secure economic development of nuclear energy in the Middle East, and implications for the region. Chris Ailman, Chief Investment Officer at CalSTRS Investments, discusses Facebook’s need to give voting rights to capital investors, and addresses the potentially material financial impact of climate change.Tom Fanning, Chairman, President & CEO, Southern Company, on his nuclear bet, investing in solar, and the future landscape of energy in the US. Sunpower CEO Tom Werner discusses new panel factory, tariffs, industry landscape and company outlook. Live from Bloomberg’s Future of Energy Global Summit in New York City. 
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28 min
April 6, 2018
Deflationary Forces Will See 30-Year UST Going To 2%: Shilling
Guests:Gary Shilling, President of A. Gary Shilling & Co. and Bloomberg View Prophet and columnist, on markets, commodities and current investment themes.Brendan Ahern, CIO of KraneShares, on China, tariffs, and current China investment strategies.Erin Browne, head of asset allocation at UBS Asset Management, discusses markets and current allocation strategy, trade war impact, and currencies outlook.George Kurian, CEO of NetApp, and Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the company’s financials and outlook, and keeping data safe in the cloud.
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32 min
April 5, 2018
Trade Uncertainty Means Volatility Is Here to Stay: Clay Lowery
Clay Lowery, Managing Director at Rock Creek Global Advisors and former Assistant Secretary for International Affairs at the US Treasury Department, on tariffs, and the US considering an emergency CFIUS law to curb China takeovers. Brian Kleinhanzl, Equity research analyst at Keefe, Bruyette & Woods, discusses why Goldman's transition to be more "bank-like" may fail. Hugh Son, Bloomberg finance reporter, on the Wall Street battle between man and machine, and highlights from Jamie Dimon's annual letter to shareholders. Cole Smead, Managing Director and Portfolio Manager at Smead Capital Management, on markets and how passive vehicles don't help investors during bear markets.
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32 min
April 4, 2018
Weak Dollar To Continue As Central Banks Reallocate: Borthwick
Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, on currency strategy, dollar weakness, and why the Canadian dollar will rebound. Satish Jindel, President of SJ Consulting, dispels Trump’s claims about Amazon and USPS, and discusses the impact of tariffs on the transports and container ship industry. Dr. Ellen Wald, scholar at the Arabia Foundation, discusses oil markets and her new book, "Saudi, Inc," a history of Saudi Aramco and the family that controls the multi-trillion dollar enterprise. Rob Croce, Managing Director of Quantitative Strategies at Salient Partners, on asset allocation and risk parity strategy, as market volatility and negativity increases.
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31 min
April 3, 2018
Trump Government Muddies Economics With Politics: Alan Blinder
Alan Blinder, economist and former Vice-Chair of the Federal Reserve, on his new book, "Advice and Dissent: Why America Suffers When Economics and Politics Collide." Jordyn Holman, Bloomberg reporter, discusses why Sinclair contracts made it too expensive for reporters to quit amidst controversy over pro-Trump scripts. Baroness Helena Kennedy, Labour Party Member at the House of Lords, on outlook for Brexit, and how the UK economy is already feeling the pinch. Jonathan Miller, President and CEO of Miller Samuel, on Manhattan home prices plunging by the most since the recession.
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30 min
April 2, 2018
Hold On To Tesla, As Management Tackles Balance Sheet: Houchois
Guests:Philippe Houchois, equity analyst at Jefferies, on why he thinks investors should hold onto Tesla, as the stock comes under pressure amidst production concerns.Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China tariffs and outlook for trade war.Bloomberg Gadfly’s Max Nisen, health care columnist, and Tara Lachapelle, deals columnist, on why a Walmart-Humana makes sense.Jennifer Bartashus, consumer analyst for Bloomberg Intelligence, on a California ruling that will require coffee sellers and retailers like Starbucks to issue cancer warnings.
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28 min
March 29, 2018
Anything Over 3% On 10-Year UST Is Overreaction: PGIM’s Collins
Mike Collins, Senior Investment Officer, Portfolio Manager and at PGIM Fixed Income, on current investment strategy, the yield curve and rate hike outlook. Shira Ovide, Bloomberg Gadfly technology columnist, on Trump’s attacks on Amazon, Apple’s new iPad, and why investors are suddenly concerned about the big tech companies. Jim Nadler, CEO of Kroll Bond Rating Agency (KBRA), on the business outlook and how the US deficit may impact its rating. Michaela Ross, Bloomberg Law technology reporter, on how campaign donations made in bitcoin are raising concerns with finance transparency groups about fraudulent giving.
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30 min
March 29, 2018
Tesla Will Burn Through Cash By First Half Of 2019: Levington
Joel Levington, Senior credit analyst for Bloomberg Intelligence, on Moody’s downgrade of Tesla’s bonds to Caa1, which may slice about 3 points of value off the notes and create a dilemma in raising money. Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic adviser to President Clinton, on trade war with China, and who stands to win or lose. Max Chafkin, technology reporter for Bloomberg Businessweek, discusses Facebook updating privacy tool, and what to expect from Mark Zuckerberg testifying before Congress. Stephen Rannekleiv, Global Beverages Strategist for Rabobank International, on the growth in online sales of alcohol and who will be the winners, as well as any tariff impacts to the industry.
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31 min
March 27, 2018
How Facebook Enabled Scam Advertisers Via Affiliate Marketers
Robert Friedman, Senior Editor, Projects & Investigations for Bloomberg, on how Facebook helps shady advertisers. Jack Devine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, discusses why he supports Trump's CIA director nominee, Gina Haspel.Bloomberg View columnist Jared Dillian, editor and publisher of "The Daily Dirtnap," discusses his column: "Private Equity? It's More Like Pirate Equity."Chris Hughes, deals columnist for Bloomberg Gadfly, discusses Akzo Nobel selling chemicals unit to PE firm Carlyle for $12.5 billion, and Glaxo buying Novartis' consumer health division for $13 billion.
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28 min
March 26, 2018
US Trade Threats To China Are More Bark Than Bite: McDonough Samara Lenga
Mike McDonough, Chief Economist: Financial Products for Bloomberg, on China’s reaction to Trump’s tariffs, and the possibility they will reduce US Treasury purchases as bargaining leverage. Dr. Garth Graham, President of the Aetna Foundation and former deputy assistant secretary of HHS, to discuss their Healthiest Communities report, and their initiative to address the opioid crisis. Ken Monaghan, Co-Director of Global High Yield at Amundi Pioneer, on credit markets, rate hike outlook, and opportunities and risks in high yield. MID MARKET REPORT:  David Dullum, President of Gladstone Investment Corporation (NASDAQ: GAIN), on why this PE fund focuses on lower middle market buyouts, and how BDC's can add more leverage after recent tax law addendum.
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30 min
March 23, 2018
Increasing Longevity Is Putting Strain On Global Pensions: Yik
Guests: Han Yik, Head of Institutional Investors at the World Economic Forum, discusses the global pension crisis.David Ourlicht, Commissioner & Chair of the Investment Committee, New York State Insurance Fund, and special adviser to the Chairman of GAMCO, discusses market outlook, infrastructure and asset allocation strategy.Phil Orlando, Chief Equity Market Strategist at Federated, on markets and investing, and why he sees value in the US equity market.Mark Rosenberg, CEO and Co-Founder of Geoquant, on their Mueller Index and how recent turnover at the White House is impacting the political risk in markets.
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28 min
March 22, 2018
China Tariffs Are Mild, Investors Should Be Relieved: Miller
Leland Miler, CEO of China Beige Book, on Trump set to announce $50 billion of tariffs against China over intellectual-property violations.David Garrity, CEO of GVA Research, on Zuckerberg's apology over Cambridge Analytica crisis, and the importance of quantum computer cybersecurity.Tara Lachapelle, Bloomberg Gadfly deals columnist, on outlook for Time Warner-AT&T, as the CEOs head to court today for the DOJ lawsuit seeking to block the merger. John Love, President and CEO of USCF, discusses commodities, oil and gas, and how their private equity ETFs have performed.
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29 min
March 21, 2018
As Economy Underwhelms, Favor Treasuries Over Stocks: Sri-Kumar
Komal Sri-Kumar, President and Founder of Sri-Kumar Global Strategies, and a Bloomberg Prophet, on the FOMC and what to expect from today's meeting, and why Treasuries have the winning hand over equities. Jim Anderson, CEO of SocialFlow, discusses the issues surrounding data mining, privacy and the controversy over Facebook and Cambridge Analytica. Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on why Tesla bondholders won't have a good 2018. Ben Penn, labor reporter for Bloomberg Law, on the DOL releasing a controversial tip-sharing rule without data showing it could allow businesses to skim $640 million in gratuities.
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31 min
March 20, 2018
More Pain To Come For Grocers, As Amazon's Push Grows: Mushkin
Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on casualties in the grocer landscape, as Amazon fuels competition. Sarah Frier, technology reporter for Bloomberg, on how Facebook made its Cambridge Analytica data crisis worse, and how Congress is responding. Andrew Mayeda, global economy reporter for Bloomberg, on China pledging action on tech transfers, as Trump prepares to impose tariffs worth as much as $60 billion on Chinese products. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, previews the FOMC meeting.
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29 min
March 20, 2018
Weight Watchers Wants To Own The Healthy Kitchen: CEO Grossman
Mindy Grossman, CEO of Weight Watchers, discusses the shift from focusing on losing weight to overall health and wellness, and the launch of their Healthy Kitchen products.Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on Apple developing their own screens, Facebook in hot water after the Cambridge Analytica data breach, and Time Warner going to trial against the DOJ.Elliot Weissbluth, Founder and CEO of HighTower Advisors, on the repeal of DOL's fiduciary rule, and what it means for financial advisors and investors. Susanne Barton, Bloomberg commodities reporter, on why industry barons see a future in mining asteroids in space for water and minerals.
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30 min
March 16, 2018
Irish Border Issue Is Increasingly Difficult to Solve: Harkin
Marian Harkin, European Union Parliament Member representing Ireland, discusses Brexit and the border between Northern Ireland and the Republic. Jennifer Bartashus, Senior U.S. Food Retail Analyst for Bloomberg Intelligence, and Alan Bjerga, Bloomberg agriculture reporter, on Walmart: farming drones and e-commerce whistle blower.Chuck Lieberman, Bloomberg Prophet and Chief Investment Officer & Managing Partner Advisors Capital Management LLC, on more bad news for the MLP sector. Dr. Eric Cole, CEO of Secure Anchor Consulting, and former Technical Director for the C.I.A. who served on the Cybersecurity Commission for President Obama, discusses the Russian hack on US critical infrastructure.
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32 min
March 15, 2018
Private Equity Sowed the Seeds For Toys, iHeart Bankruptcies
Phil Brendel, senior credit analyst for Bloomberg Intelligence, and Matt Townsend, Global business reporter for Bloomberg, on Toys R Us liquidating stores, and iHeart filing for bankruptcy.Yalman Onaran, Senior Banking and Finance Writer for Bloomberg, on the U.S. Senate passing legislation to ease Dodd-Frank banking rules that were prompted by the global financial crisis.Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on market risks, China, and what recent dollar weakness is sayingSteve Matthews, Bloomberg economics reporter, on Larry Kudlow succeeding Gary Cohn, and wasting no time as he plunges into his role as Trump’s economic warrior
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37 min
March 14, 2018
Junk ETFs Are Favorite Trading Partner to Exploit: John McClain
John McClain, portfolio manager at Diamond Hill Investment Group, with color and outlook for credit markets and high-yield debt. Author Joshua Freeman, professor at Queens College and the CUNY Graduate Center, discusses his new book, "Behemoth: A History of the Factory and the Making of the Modern World.”  Toby Harshaw, Bloomberg View national security editor, on Theresa May expelling 23 Russian diplomats over the poisoning of a former spy on British soil, and what this means for the U.S. Scott Lawlor, Founder and CEO at Waypoint Residential, on why you should have real estate investments in your portfolio, where we are in the real estate market cycle, and top opportunities.
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31 min
March 13, 2018
China Investors' Worst Fears Coming Home In BCOM Block: Balloon
Tony Balloon, the head of the China corporate consulting practice at Alston & Bird, and Bloomberg's DOJ reporter David McLaughlin, discuss Trump rejecting the Qualcomm/Broadcom merger, and potential implications for cross-border deals in the U.S. going forward. Willie Walker, CEO of Walker & Dunlop, discusses Freddie Mac's new pilot program, the housing and mortgage market, and company outlook after tax reform. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, markets and current investment strategy. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on what bond auctions are telling us.
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32 min
March 12, 2018
GS Picked Solomon To Tap Modern Market, Young Blood: Schatzker
Erik Schatzker, Editor-at-large for Bloomberg, on Goldman announcing David Solomon will be the sole president of the company, and Lloyd Blankfein saying reports of his exit are premature. MID MARKET REPORT: Steven DeSanctis, Managing Director and small/mid-cap analyst for Jefferies, on current trends and opportunities in the small to mid-cap space. Ariel Cohen, Senior Fellow at the Atlantic Council and director of the Center for Energy, Natural Resources and Geopolitics at the IAGS, on North Korea and Russia. Jonathan Hill, Founder and Owner of Jonathan A. Hill Booksellers, on pricing rare books, and highlights from the annual Antiquarian Book show, where a Copernicus was on sale for $2 million.
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30 min
March 9, 2018
Korea Gesture Is A Blink We Should Take Advantage Of: Devine
Jack Devine, former Acting Director of the CIA and President of security firm The Arkin Group, and Toby Harshaw, Bloomberg View editor, discuss President Trump upcoming meeting with North Korea's Kim Jong Un.Noel Hebert, Director of Credit Research for Bloomberg Intelligence, on Toys R Us said to prepare for a shutdown of its US operations, and Claire's preparing to file bankruptcy. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the bond markets and current investment strategy. Max Nisen, Bloomberg Gadfly columnist covering health care, discuss the health care industry landscape following the Express Scripts-Cigna, and potential anti-trust issues.
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30 min
March 8, 2018
You’ll Always Have Humans That Want To Con Other Humans: Quadir
Fahmi Quadir, Founder and CIO of Safkhet Capital LP, discusses starting her short-only hedge fund, and how she targets a stock. Priya Misra, Head of Global Rates at TD Securities, on the ECB rate decision, and the upcoming payroll report. Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on trade and tariffs, and what populism really means.Lara Rhame, Chief US Economist at FS Investments, on economic indicators, volatility, tariffs and the Fed.                       
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29 min
March 7, 2018
Humans Are Progressing Despite The Gloomy News Flow: Pinker
Steven Pinker, Harvard psychologist and professor, discusses his new book, "Enlightenment Now: The Case for Reason, Science, Humanism and Progress."Paresh Upadhaya, Director of Currency Strategy at Amundi Pioneer, on how the dollar will perform going forward under a protectionist agenda, and his favorite FX trade for 2018.Beatrice Fihn, Executive Director of the International Campaign to Abolish Nuclear Weapons (ICAN), discusses a report that reveals what companies benefit from a new arms race.Vincent Piazza, Senior Equity Energy Analyst and Global Sector Leader for Bloomberg Intelligence, on oil, US shale overtaking OPEC, and what E&P companies will do with their excess cash.
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31 min
March 6, 2018
In the End, China Will Ensure North Korea Security: Harshaw
Toby Harshaw, Bloomberg View editor, on North Korea willing to give up its nuclear weapons if the safety of Kim Jong Un’s regime is guaranteed. Brendan Brown, Chief Economist and Head of Economic Research at Mitsubishi UFJ Securities, on currency manipulation, and why Jay Powell is walking a monetary tightrope blind. Ram Ahluwalia, CEO and co-founder of Peer IQ, on Amazon to offer checking accounts. David Katz, President and CIO of Matrix Asset Advisors, on his current stock picks, and why you should buy Wells Fargo now during this period of uncertainty.
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31 min
March 5, 2018
Trump’s Exact Tack On Tariffs Still Cloudy: Bloomberg’s Webber
Caitlin Webber, US Trade Policy analyst for Bloomberg Intelligence, on impact of Trump's tariffs and outlook for a trade war. David Garrity, CEO of GVA Research, on social media giants shirking responsibility, the importance of quantum computer cybersecurity, and why trading algorithms need to be reprogrammed. Randall Rothenberg, CEO of the Interactive Advertising Bureau, discusses the rise of the brand economy, and digital media self-regulation. Jamie Butters, US autos reporter for Bloomberg, on impact of steel tariffs on the auto industry.
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29 min
March 5, 2018
CFPB’s Regulation Rollback Creates Financial Inclusion: Zywicki
Todd Zywicki, professor at George Mason University School of Law and a former director of the Federal Trade Commission’s Office of Policy Planning, on how Mick Mulvaney’s rollback of regulations at the Consumer Financial Protection Bureau is a step in the right direction.Brooke Sutherland, Bloomberg M&A and industrials columnist, on Broadcom's hostile bid for Qualcomm facing a new hurdle, as the Committee on Foreign Investment in the US starts a probe. Edward Lazear, Professor at Stanford University’s Graduate School of Business and Senior Fellow at the Hoover Institution, on how government spending discourages work.Dan Liefgreen, Milan bureau chief for Bloomberg, on the populist turn in the Italy elections.
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28 min
March 1, 2018
Tariffs Could Suppress Aluminum Price If Imports Slow: Cosgrove
Market Drivers with Bloomberg stocks editor David Wilson, and Andrew Cosgrove, Senior Analyst: Energy & Mining for Bloomberg Intelligence, on impact of Trump imposing stiff steel and aluminum tariffs. Matt Boesler, Federal Reserve reporter for Bloomberg, on what to expect from Fed Chair Jay Powell’s testimony before the Senate Banking Committee.                                                                                             
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24 min
February 28, 2018
Tyson Turns to Vegan Foods As It Seeks to Disrupt Itself
Tom Hayes, CEO of Tyson Foods, on business outlook and shift towards prepared and snack foods, the company’s new vegan line, and commitment to transparency and sustainability.Michael Gorenstein, CEO of Cronos Group (NSDQ: CRON), the first cannabis company to list publicly in the US, on their IPO and outlook for medical marijuana in the US and abroad.Leland Miller, CEO of China Beige Book International, on China's lackluster PMI, and Mnuchin revisiting TPP. Scott Wren, senior global equity strategist for Wells Fargo Investment Institute, on balancing risk and reward in a portfolio, market volatility, the economy, and markets.
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31 min
February 27, 2018
Market Watches Powell For Clues On Inflation Target: Boesler, Wilson
Market Drivers with Bloomberg stocks editor David Wilson, and Matt Boesler, Federal Reserve reporter for Bloomberg, on what to expect from Fed Chair Jay Powell's testimony before the House Financial Services Committee.
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17 min
February 27, 2018
Coming Soon: Decrypted Season 2
Decrypted returns on March 6th with a brand new season. Here's a sneak peek of what's in store. We'll be releasing new episodes every Tuesday starting next week.
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2 min
February 26, 2018
Tariffs May Cause Pricing Premiums For US-Made Steel: Dudas
Mike Dudas, Metals and Mining Analyst for Vertical Research, on why gold is going to $1400 and Trump's aluminum tariffs. Brian Reynolds, Asset Class Strategist for Canaccord Genuity, on Wall Street buybacks driving the market. Katherine Chiglinsky, US finance reporter for Bloomberg, on Warren Buffett's annual shareholder letter and outlook for the joint health care venture with Amazon. Mike McDonough, Global Director of Economic Research at Bloomberg Economics, on China abolishing the term limit which would allow Xi Jinping to stay in power.
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31 min
February 23, 2018
BlackRock Shows Disproportionately Big Passive Gun Ownership: Balchunas
Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on how passive managers may have to take a more active role in light of unsavory stocks being in their indexes. Eric Kazatsky, municipal strategist for Bloomberg Intelligence, on muni buyers stampeding back into the sector. Toluse Olorunnipa, White House correspondent for Bloomberg, on Trump at CPAC and the gun debate.
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19 min
February 22, 2018
Lurking Unfairness At Heart Of Economy: Facebook Co-Founder
Chris Hughes, co-Founder of Facebook, on his new book: FAIR SHOT: Rethinking Inequality and How We Earn, which exposes the specific forces of Big Tech that create today’s economic unfairness. Zach Tracer, Bloomberg health care reporter, and Jonathan Palmer, Senior Health Care Analyst for Bloomberg Intelligence, on how pharmacy-benefit managers are getting more aggressive with the tactics they use to control costs.Danielle Dimartino Booth, Founder of Money Strong and a Bloomberg Prophet, previews the FOMC meeting and economic outlook.Brian Chappatta, US Treasuries reporter for Bloomberg, recaps this week's bond auctions, and how traders may react to 10- year UST hitting 3%.
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36 min
February 21, 2018
Don’t Blame Market Turmoil On Machines: Salient’s Ben Hunt
Ben Hunt, Chief Investment Strategist for Salient Partners, on what is happening in the market, and relationship of inflation and interest rates.John Hultquist, Director of Intelligence Analysis for FireEye, on their new report that says North Korea is poised to launch a large scale cyber-attack.Jack Farchy, Senior energy and commodities reporter for Bloomberg, on Apple in talks to buy long-term supplies of cobalt directly from miners for the first time.Brad Hunter, Chief Economist at HomeAdvisor, on home sales and how rate hikes will impact the housing market.
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29 min
February 20, 2018
WalMart Is The Buy Of The Decade After Stock Plunge: Flickinger
Burt Flickinger, Managing Director at Strategic Resource Group, on Walmart earnings and outlook. Russ Koesterich, head of asset allocation for BlackRock Inc.’s global allocation team, on market outlook and how he is allocating assets. Richard Conn, Managing Partner of Eurasia Advisors, on impact of the Mueller indictments on US-Russia relations, and what response would be effective in dealing with Moscow.Chris Burniske, Partner at Placeholder and advisor to ARK Investment Management, on why Venezuela's petro is not a true cryptocurrency.
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32 min
February 16, 2018
Local Currency EM Debt Is A Good Play On Weaker Dollar: Stein
Eric Stein, Co-Director of Global Income at Eaton Vance, on the bond market, the yield curve and EM debt.Max Nisen, Bloomberg Gadfly health care columnist, on Blue Cross of Idaho offering insurance plans that do not comply with Obamacare law, and don’t cover pre-existing conditions.Axel Merk, President and CIO of Merk Investments, with market insights on the dollar, gold, and how institutional investors should be handling volatility and risk.Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on Deere raising its sales forecast amid signs of a farm economy recovery.
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27 min
February 15, 2018
Lack of Bids For EM High Yield Debt: Bloomberg's Sassower
Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on the lack of bids for emerging market debt. VolitionRX Group CEO Cameron Reynolds on developing a colon cancer test that could soon mean no more invasive colonoscopies. Kristina Swallow, President of American Society of Civil Engineers, to discuss President Trump's infrastructure plan and what improvements needs to be made. Robert Langreth, senior health care reporter for Bloomberg, on Amazon’s push into the health industry supply chain, angling to become the go-to source for basic medical supplies.
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35 min
February 14, 2018
Time to Keep Reducing Risk, Particularly EM, Some Stocks: Tchir
Peter Tchir, Head of Macro Strategy at Academy Securities, on what CPI and retail sales signal for markets, and his current investment strategy. Walter Kemmsies, Economist and Chief Strategist of JLL’s Ports, Airports and Global Infrastructure Group, on the plausibility of the Trump infrastructure and financing proposal, and investment opportunities and risks. Michael Bellisario, equity analyst at Baird, on Marriott and Hilton earnings, and hospitality sector outlook. Marshall Steinbaum, Research Director and Fellow at the Roosevelt Institute, on a new report that examines a proposal for outright student debt cancellation financed by the federal government.
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32 min
February 13, 2018
Banks Are Still Reducing Energy Exposure: BlackGold’s Honari
Sharam Honari, partner at BlackGold Capital Management, on opportunities and outlook for energy credit. Katie Koch, Global Head of Fundamental Equity Client Portfolio Management at Goldman Sachs Asset Management, on markets and current outlook. Sarah Kauss, Founder and CEO of S'well, on the business outlook and global growth, outlook for an IPO and how commodity prices could impact her business. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, on current outlook for the bond market, and investment strategy.
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28 min
February 12, 2018
Coming Soon: What'd You Miss This Week
This month, Bloomberg is excited to bring you a brand new show. Every Friday on What'd You Miss This Week, we'll feature the most interesting interviews from Bloomberg's daily market close show, "What'd You Miss" hosted by Scarlet Fu, Julia Chatterley and Joe Weisenthal. We want to take you beyond the headlines and bring you a unique perspective on the week's top stories, and those you may just have missed. It's the perfect way to kick off your weekend. Be sure to subscribe now, so you don't miss a thing!
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2 min
February 12, 2018
Extremely Low Odds For Infrastructure Bill Becoming Law: Dean
Nathan Dean, Senior Analyst: Financial Services Policy for Bloomberg Intelligence, on President Trump’s budget blueprint and infrastructure plan. Jason Schenker, President and Founder of Prestige Economics and a Bloomberg Prophet, on outlook for oil. Karen Schenone, Fixed Income Strategist for BlackRock, on BlackRock’s ETF Pulse Survey, which shows trends in ETF investing. Deepak Ohri, CEO of lebua Hotels and Resorts, on trends for tourism, travel and hotel industries in Bangkok and across Asia, and the global outlook for luxury business.
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28 min
February 9, 2018
Treasury ETFs See Big Inflows, Hot Money Is Spooked: Balchunas
Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, and Dave Wilson, Bloomberg stocks editor, on market drivers and ETF flows amid the sell-off. Nick Colas, Co-Founder of DataTrek Research and Bloomberg Prophet, on markets, volatility, and where stocks could bottom. Lee Klaskow, Senior Transport, Logistics and Shipping Analyst for Bloomberg Intelligence, Amazon planning a delivery service to vy with Fedex and UPS. Ward McCarthy, Chief Financial Economist at Jefferies & Co., on economic outlook, the deficit, and what to expect from the Fed.
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26 min
February 8, 2018
Tesla Provides No Answers On Model 3 Production Issues: Denning
Liam Denning, Energy, Mining and Commodities columnist for Bloomberg Gadfly, on Tesla’s cash burn. Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor flows and current investment strategy. Rick Ruskin, Senior Manager, Online Commerce: General Motors, on Chevy using Chevy's in-car e-commerce platform to drive advertising revenues.Karen Harris, managing director of Bain’s Macro Trends Group, discusses how the business environment of the 2020s will be unlike anything we’ve encountered for the last 60 years.
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31 min
February 7, 2018
Western Asset Adding Junk Bonds, Local Currency EM: Buchanan
Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on his current outlook of the bond market, spreads, and where he is seeing opportunities. Alan Baum, auto analyst and Principal at Baum and Associates, on why investors love Tesla. Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on big media earnings: Disney, Viacom and Twentieth Century Fox. Brian Egger, Senior Gaming & Lodging Analyst, on outlook for Wynn Resorts as CEO Steve Wynn steps down amidst sexual harassment claims.
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30 min
February 6, 2018
Stock Drop Bears Markings of a Flash Crash: ISI’s DeBusschere
Dennis DeBusschere, Head of Portfolio Strategy at Evercore ISI, on why the market plunge had elements of a flash crash. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the bond market rally, and treasury yields. Bloomberg’s Sarah Ponczek, cross-asset reporter, and Cory Johnson, anchor-at-large, on the collapse of exchange-traded notes tied to the VIX. Ryan Radloff, CEO, CoinShares UK, on the outlook for bitcoin and crypto, regulation, and the future of bitcoin futures and indexes.
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28 min
February 5, 2018
Bond Selloff Forces Funds to Reassess Strategy: FTN's Vogel
Jim Vogel, Interest Rate Strategist at FTN Financial, on what's happening in the bond market and outlook for interest rates.Joel Stern, Chairman and CEO of Stern Value Management, on current market outlook, and how tax reform will impact the economy.Jon Swallen, Chief Research Officer of Kantar Media, with analysis of Super Bowl advertising, and ad highlights of this weekend’s game. Lindsey Rupp, specialty retail reporter for Bloomberg, on the death of clothing.
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29 min
February 2, 2018
Apple Too Dependent on iPhone Cycle, Needs AI, Software: Gillis
Colin Gillis, Director of Research at CR Partners, on tech earnings: Apple, Amazon and Google. Clint Watts, Senior Fellow at the Foreign Policy Research Institute, on the Nunes memo, and what the US is doing to prevent Russia infiltrating its social media and elections. Nat Ives, Ad Age Executive Editor, discusses Super Bowl Advertising. Yalman Onaran, Senior Writer: Banking and Finance for Bloomberg, on Deutsche Bank earnings slump.
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30 min
February 1, 2018
Both Administrations Claim Economy But It’s Yellen’s: Eisenbeis
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 thoughts on the potential Fed Vice Chairman. Shira Ovide, Bloomberg Gadfly columnist covering technology, rounds up the big tech earnings including Apple, and Amazon. David Ritter, Payments and Specialty Finance analyst for Bloomberg Intelligence, on EBay dropping PayPal for Dutch processor Ayden for its payments business, and a look at Mastercard eps. Bloomberg Intelligence’s Anurag Rana, Senior Analyst of Software & IT Services, and Poonam Goyal, Senior Retail analyst, on the growing impact of AI in the retail industry, and why it will accelerate the pace of disruption.
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27 min
February 1, 2018
Wingstop Expanding Globally, Aims To Be A Top Ten Brand: CEO
Wingstop Chairman and CEO, Charlie Morrison, and Chief Experience Officer, Stacy Peterson, on digital sales growth, the power of delivery, global expansion and chicken wing pricing. Javier Blas, Chief Energy correspondent for Bloomberg Intelligence, on weakening oil price and outlook. Automotive entrepreneur Scott Painter, former CEO of TrueCar and now CEO and co-Founder of Fair, discusses Fair’s new partnership with Uber. Michael Scanlon, Portfolio Manager for Manulife Asset Management, previews Facebook, Microsoft and Apple earnings
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28 min
January 30, 2018
AMZN, JPM, BRK Health Care Venture May Pioneer New Model: Nisen
Max Nisen, Bloomberg Gadfly columnist covering health care, on Amazon, Berkshire and JP Morgan setting up a health company for their staff, and as a look at Pfizer and Aetna earnings.Robert Lawrence, the Albert L Williams Professor of International Trade and Investment at Harvard Kennedy School, on trade outlook for the US and NAFTA, and how it could impact the economy. Scott Shapiro, CEO of STATE Optical, on starting a luxury eyewear manufacturing business in the US and the company outlook. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the FOMC meeting this week, and why there won't necessarily be a big pension fund reallocation into fixed income.
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31 min
January 29, 2018
NAFTA Will Happen, But It May Take More Time: Bill Rhodes
Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global economy, China, and outlook for NAFTA and TPP.Mark Gurman, technology reporter for Bloomberg, on how Apple built a chip powerhouse to threaten Qualcomm and Intel.Tom Halverson, President and CEO of CoBank, on the disconnect between the nation’s rural economy and the whole U.S. economy, rural broadband internet, and NAFTA.Ed Hammond, deals reporter for Bloomberg, on Keurig Green Mountain buying Dr. Pepper Snapple.
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24 min
January 26, 2018
Lot of Opportunities In Mexico's Energy Sector: IMF's Werner
Alejandro Werner, Director: Western Hemisphere at the International Monetary Fund (IMF), on the economic outlook for Latin America. Vincent Cignarella, Global Macro Strategist for Bloomberg Intelligence, discusses the Bank of Japan, and the dollar following Trump's comments in Davos. Ben Bain, financial regulations reporter for Bloomberg, on Trump’s SEC mulling a move to block investor lawsuits. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on Dell's potential IPO and Intel earnings.
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28 min
January 25, 2018
Economy Appears to Have At Least 6 More Solid Months: Goldstein
Ken Goldstein, Economist with the Conference Board, on the December LEI index and economic outlook. Also joining in studio is Jack Devine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, discusses his Winter 2017 Intelligence Report. We also have George Ferguson, Bloomberg's Senior Aerospace/Defense & Airline Analyst discussing United Continental Airlines. Also joining in is Steve Englander, Head of Research and Strategy at Rafiki Capital and Bloomberg Prophet, on the dollar, China and outlook for US trade.
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29 min
January 24, 2018
After Selling Patron, John Paul DeJoria Turns To Rok Mobile
John Paul DeJoria, Co-Founder & Chairman of the Board of John Paul Mitchell Systems and Co-Founder of Patrón, discusses the Bacardi deal and what lies next. Jim Bianco, President and Founder of Bianco Research and Bloomberg Prophet, on the dollar and impact of US trade policies. Brooke Sutherland, Bloomberg Gadfly columnist covering industrials, on GE earnings and outlook, as well as being under investigation by the SEC. Steven Waterhouse, former partner at Panera Capital now co-founder of Orchid Labs, discusses his company’s technology for web usage without surveillance and censorhip.
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30 min
January 23, 2018
Solar Cost Declines To Persist Despite Tariff Disruption: Evans
James Evans, Global Clean Energy Analyst for Bloomberg Intelligence, on impact of tariffs on the US solar industry. Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, on why the dollar will continue to weaken. Charles Peabody, Managing Director and Research Analyst at Compass Point, breaks down JP Morgan's plan to spend $20 billion on wage hikes, branches and charity. Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on Netflix earnings and Twitter COO resigning.
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30 min
January 22, 2018
Big Tech Unlikely To Truly Challenge Wall Street: Ex-OCC Chair
Keith Noreika, Former Acting Comptroller of the Currency, discusses banking charters for tech firms, outlook for changes to the banking industry, and bitcoin as a currency.Max Nisen, Bloomberg Gadfly columnist covering health care, on biotech M&A, and what to expect from the big pharma earnings this week.Jonathan Adams, Senior Insurance Industry Analyst, on AIG acquiring Validus after years of retrenchment. Karen Ubelhart, industrials analyst for Bloomberg Intelligence, on GE and how great franchises within the company are being overlooked.
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28 min
January 19, 2018
Bitcoin ETF Race Is Heating Up Despite SEC Oversight: Balchunas
Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on U.S. regulators raising investor protection concerns about cryptocurrency mutual funds and ETFs.Fashion designer Rebecca Minkoff and brother and CEO Uri Minkoff, creative director of Uri Minkoff, on growing the brand, selling directly to consumer, and how social media has changed fashion.Noah Feldman, Felix Frankfurter Professor of Law at Harvard University and Bloomberg View columnist, discusses his column, "Bannon’s Executive Privilege Claims Aren’t Insane." Elizabeth Economy, C.V. Starr Senior Fellow and Director: Asia Studies, at the Council on Foreign Relations, discusses China and her column: "China: Pretender to the Throne."
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41 min
January 19, 2018
Amazon Is Now Competing For Advertising Dollars: Soper, Ovide
Guests:Bloomberg’s Shira Ovide, Gadfly technology columnist, and Spencer Soper, technology and e-commerce reporter, on Amazon’s new headquarters location and advertising future, and Apple’s tax bill and $30 billion capex and jobs plan.Jacques Gordon, Global Head of Research & Strategy for LaSalle Investment Management, on how a renegotiation of the North American Free Trade Agreement (NAFTA) will impact the economy and commercial real estate.Bob DiMella, co-head of MacKay Municipal Managers, on munis and tax reform buying opportunities, and their "Top 5 Muni Insights."George Ferguson, Senior Aerospace, Defense & Airlines Analyst, on Airbus getting a $16 billion lifeline order from Emirates.
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28 min
January 16, 2018
Dollar Will Likely Resume Weakening Trend: BBH's Chandler
Marc Chandler, Global Head of Currency Strategy at Brown Brothers Harriman, on outlook for the dollar.Global CEO of Lamborghini, Stefano Domenicali, on their new Super SUVs, the luxury market, and outlook for the company. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses why TIPS are a bad inflation hedge for individual investors, and how Fannie & Freddie balance sheets are impacting volatility. Greg Elders, Senior Environmental, Social and Governance (ESG) Analyst for Bloomberg Intelligence, on BlackRock pushing companies to contribute to society.
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28 min
January 12, 2018
Climate Change Is America's Most Pressing Threat: Admiral Stavridis
Admiral James Stavridis, retired U.S. Navy admiral and former military commander of NATO, current dean of the Fletcher School at Tufts University and Bloomberg View contributor, on why climate is America's most pressing threat, and reaction to President Trump's comments on his relationship with Kim Jong Un. Chris Whalen, Chairman of Whalen Global Advisors, on why bank earnings are a tale of two industries." Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, on why he predicts economic disappointments in 2018, leading to lower long-term yields. Shira Ovide, Technology Columnist for Bloomberg Gadfly, on Facebook unveiling big changes to their news feed, to favor content from friends and families over news.
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29 min
January 11, 2018
US Is Main Actor In Panama Papers Tax Evasion: Author Bernstein
Pulitzer prize winning journalist Jake Bernstein discusses his new book: SECRECY WORLD: Inside the Panama Papers Investigation of Illicit Money Networks and the Global Elite Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, on why 2018 will be one of the most consequential years for the US gaming industry. Olivia Zaleski, technology reporter for Bloomberg, on Uber using a secret system to thwart law authorities by being able to remotely lock up data. Caitlin Webber, Government Analyst U.S. Trade Policy for Bloomberg Intelligence, on the current outlook for NAFTA.
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30 min
January 10, 2018
Oath Increased Its Users By More Than 10% In Q4: CEO Armstrong
Tim Armstrong, CEO of Oath and former CEO of AOL, on Oath’s outlook and strategy to compete for ad dollars. Anne Sheehan, Director of Corporate Governance at CalSTRS Investments, discusses the company urging Apple to create ways for parents to restrict children’s access to their mobile phones.Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan Stanley, on how political noise will impact markets this year. Vincent Piazza, Senior Equity Energy Analyst/ Global Sector Leader for Bloomberg Intelligence, on outlook for oil and E&Ps, as Goldman reports OPEC will try to keep prices down below $70.
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28 min
January 9, 2018
Facebook’s Business Model Relies On Polarizing Fears: McNamee
Roger McNamee, co-Founder of Elevation Partners, on the appropriate role of internet monopolies in society, and why Facebook still has time to rectify itself. Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, with a new report on Tesla credit. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses rate outlook for 2018, and how a record number of young workers remain at home. American Water CEO Susan Story on the current landscape for Trump’s infrastructure plan on the country’s aging and outdated water infrastructure, and how the company is securing critical networks from cyberattacks.
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32 min
January 8, 2018
Crypto-Assets Regulation Is Healthy Development, Need Clarity: Burniske
Chris Burniske, Partner at Placeholder and advisor to ARK Investment Management, on outlook for cryptocurrencies in 2018 and upcoming blockchain ETFs. Josh Green, National Correspondent for Bloomberg Businessweek, on the Trump-Bannon feud, following revelations in the Fire and Fury book. Robert LoCascio, CEO and Founder of LivePerson, Inc, on how machine learning and AI is being implemented in customer care industry, and impact of Facebook’s entry. Debra Katz, Employee Rights Attorney at Katz, Marshall & Banks, on how sexual harassment in the workplace costs companies money and creates wage disparities.
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28 min
January 5, 2018
Prosecutors in Legal Cannabis States Unlikely To Interfere: Troppe
Asher Troppe, Co-Founder and CEO of Tress Capital, on Jeff Sessions and the Trump administration reversing Obama's hands-off marijuana policy and how cannabis stocks will fare.Shira Ovide, Bloomberg Gadfly columnist covering technology, on Apple’s exposure to the chip flaw, and how the company’s efforts to make amends could be bad for business. Tom Gimbel, CEO of staffing firm LaSalle Network, on jobs data, and how CEOs are confident and hiring. Anna Edney, health care reporter for Bloomberg, on how the plan to slash US drug costs leans on problem-plagued factories.
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30 min
January 4, 2018
Fixing NYC's Subways Requires Study That Isn't Happening: Ravitch
Richard Ravitch, Former Lieutenant Governor of New York and Chairman of the MTA, on how to fund the NYC subway crisis, outlook for the infrastructure bill, and Puerto Rico. Liam Denning, Bloomberg Gadfly columnist, on how Tesla investors keep giving it the benefit of the doubt, despite constantly moving targets. Kurt Kara, Head of Value Equities at Copenhagen-based Maj Invest, discusses the stock fund that beats 95% of peers while ignoring CEO talk and research.
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24 min
January 3, 2018
10-Year U.S. Yields Poised to Rise to 3.5% in 2018: Bob Sinche
Bob Sinche, Global Strategist for Amherst Pierpont Securities, discusses why the 10-year US yield is poised to rise 3.5% in 2018.Christopher Flavelle, climate policy reporter for Bloomberg, on how climate change is impacting real estate in Florida.Seth Pinsky, Executive Vice President and Investment Manager of the RXR Metropolitan Emerging Market Strategy, growth potential in NYC, tax reform, and outlook for infrastructure. Trista Kelley, market structure team leader for Bloomberg in London, on how the start of MiFID is impacting trading volumes.
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26 min
January 3, 2018
Consumer Discretionary Stocks Will Benefit from New Tax Package
Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, on FOMC Preview and Japanese Yields. We also have Bruce Bittles, Chief Investment Officer for Baird, on markets, the economy, and current investment strategy. Also joining the program is Jamie Butters, Bloomberg US Auto Reporter, on his story "Fed Outlook for Higher Rates Dims U.S. Auto Sales View for 2018”. And also joining the show is Chris Leavy, Co-Chairman and Partner at MedMen, on what investors should know about the marijuana space, as well as the wider economic implications of this legislation.
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29 min
December 29, 2017
Homebuilders Still Favorite Cyclical Sector Pick In 2018: Kudla
David Kudla, CEO and Chief Investment Strategist of Mainstay Capital, on market outlook and his current sector picks.David Kudla, CEO and Chief Investment Strategist of Mainstay Capital, on market outlook and his current sector picks. Shira Ovide, Bloomberg Gadfly columnist covering technology, on the eight biggest themes in technology for 2017, and Facebook's crucial video efforts. Karen Mills, former SBA Administrator and Senior Fellow at Harvard Business School, on the impact that Trump's tax plan will have on small business, and outlook for infrastructure. Lou Palumbo, director of Elite Intelligence and Protection, on the costs associated with protecting crowds on New Year's Eve and other large events.
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32 min
December 28, 2017
US May Have To Target Korea's Nuclear Infrastructure: General McPeak
General Merrill McPeak, retired four-star general and former Air Force Chief of Staff, on what America's options are for hotspots like North Korea, Israel and Iran.David Fanger, Senior Vice President at Financial Institutions Group, at Moody's, on their 2018 outlook for US and global investment banks.Brian Chappatta, US Treasuries reporter, on bond titans' top trades for 2018.Jamie Butters, US autos reporter for Bloomberg, on how Ford's Lincoln Brand is losing luster in the crowded luxury landscape, and may not justify a US presence.
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31 min
December 27, 2017
How New Yorkers Can Prepay Their Property Taxes: Speiss
Tim Speiss, Partner-in-Charge of EisnerAmper’s Personal Wealth Advisors Group, on how New Yorkers can prepay their property taxes early, according to Governor Cuomo’s plan. Lananh Nguyen, FX reporter for Bloomberg, with a roundup of currency strategists picking FX winners for 2018. Ken Shea, Senior Analyst Global Food, Beverages & Tobacco for Bloomberg Intelligence, on how the pressure is on for smokeless products to save the tobacco industry. Pancho Kinney, former Director of Strategy at the White House Drug Policy Office and former policy director at the White House Office of Homeland Security, discusses risks posed by air traffic control privatization, and the impact it would have on defense, border security and drug enforcement.
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31 min
December 26, 2017
$75 Oil Price Target Looks Rich, More Supply Coming: Kilduff
Guests:John Kilduff, Founding Partner of Again Capital, on the oil markets, current forecast, and OPEC projections.Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, on why tax cuts won’t improve growth in 2018, but it could be the year of inflation.Shira Ovide, Bloomberg Gadfly columnist covering technology, on analysts cutting Apple iPhone X forecasts.Craig Johnson, President of Customer Growth Partners, on the best holiday retail season since 2005.
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29 min
December 22, 2017
Louisiana Prepares For Climate-Linked Flooding, Moving Thousands: Flavelle
Christopher Flavelle, climate policy reporter for Bloomberg, on Louisiana finalizing a plan to move thousands of people from areas threatened by the rising Gulf of Mexico, in what could be a blueprint for climate change policy. Restaurateur Alan Stillman, Founder of Quality Branded Partner, on the 40th anniversary of Smith & Wollensky, how he started TGI Friday's, and how technology has impacted the restaurant industry. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Boeing said to be in talks to acquire Embraer. Jonathan Miller, President and CEO of Miller Samuel, on how NYC housing values will be impacted in the wake of the tax bill.
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29 min
December 21, 2017
Facebook Unit Works With Nearly Anyone Seeking Power: Silver
Vernon Silver, projects and investigations reporter for Bloomberg in Rome, on Facebook's little-known global government and politics team that works with nearly anyone seeking or securing power. John Petrides, Managing Director & Portfolio Manager at Point View Wealth Management, on why FAANG is getting long in the tooth. Phil Orlando, Chief Equity Strategist at Federated, on why small caps will benefit from the tax bill. Mike Bodson, President and Chief Executive Officer of DTCC (Depository Trust & Clearing Corp.), discusses their report on the biggest risks in the global financial system.
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30 min
December 20, 2017
Tax Plan Likely to Spur More M&A: Evercore's Schlosstein
Ralph Schlosstein, President and CEO of Evercore, on why the GOP tax plan could have a significant effect on New York City and its role as global financial center. Shira Ovide, Bloomberg Gadfly technology columnist, on Uber losing its EU court fight, after the top court ruled its ride-hailing service should be regulated as a transport company. Bobby Cho, Head of Trading for Cumberland, with a look at how bitcoin is traded.Mandeep Singh, tech industry analyst for Bloomberg Intelligence, on Airbnb launching its own apartment complexes: does this change its business model from tech to hotel?
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28 min
December 19, 2017
Stability Risks Have Moved From Banks to Asset Managers: Algebris' Gallo
Max Nisen, Biotech, Pharma and Healthcare Columnist for Bloomberg Gadfly, on his article “A Humana Deal Would Escalate the Insurance Arms Race: Gadfly”. We also have Alberto Gallo, Portfolio Manager and Head of Macro Strategies at Algebris Investments, on his investment outlook for 2018. Joseph Lubin, Ethereum Co-Founder & founder of Global Blockchain Specialist Consensys, on why Ether's growth will continue. Also joining is David Lee, COO and CFO of Impossible Foods, on their plant-based "meat" burgers, why Bill Gates is an investor, and growth outlook.
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30 min
December 18, 2017
Stocks Gain on U.S. Tax Plan; Bitcoin Rallies
Mark Anquillare, Chief Operating Officer of Verisk Analytics, on the need for private flood insurance and insuring a nuclear attack. Ken Fisher, the founder, chairman and co-CIO of Fisher Investments, on bitcoin and tax plan. Tamara Gafney, Senior Director at Adobe Digital Insights, on holiday tech sales forecast. Burt Flickinger,  Managing Director at Strategic Resource Group, on holiday retail sales. 
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29 min
December 15, 2017
FCC Putting Foxes In Charge of the Hen House: Garrity
David Garrity, CEO of GVA Research, and June Grasso, legal expert and co-host on Politics, Power, Policy & Law for Bloomberg, on the industry and legal ramifications of the FCC decision to repeal net neutrality. Eddie Van der Walt, commodities reporter for Bloomberg, on bitcoin’s dirty little secret: computers creating the cryptocurrency use massive energy, including from fuels that cause the most pollution. Former U.S. Congressman Rick Lazio, Senior Vice President at alliantgroup, on tax reform expectations and how the new rate structure will help businesses. Joe Nocera, Bloomberg View columnist, on why Disney will rue its backward-looking Fox merger.
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32 min
December 14, 2017
Could See CBS Looking To Buy, Following Disney-Fox Deal
Geetha Ranganathan, Senior Media analyst for Bloomberg Intelligence, and Tara Lachapelle, deals columnist for Bloomberg Gadfly, on Disney buying $52 billion of Fox assets in a breakup of the Murdoch empire. Danielle Dimartino Booth, Founder of Money Strong and Bloomberg Prophet, discusses the Fed, her outlook for the economy, and why strong demand in jobs data may falter. Gerry Smith, media reporter for Bloomberg, on the FCC vote to end net neutrality. Terry Sullivan, partner at Firehouse Strategies and senior Republican strategist, and former campaign manager for Marco Rubio’s presidential campaign, to discuss what GOP strategy for tax plan and mid-terms.
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30 min
December 13, 2017
A Surprise Dollar Rally Would Be Potentially Disruptive: BNP's Katzive
Daniel Katsive, Head of FX Strategy North America at BNP Paribas, on the dollar rout. Jonathan Bernstein, Bloomberg View columnist, on why Mitch McConnell's job just got a lot harder. Chris Young, CEO of McAfee, on how cybercrime is changing with AI/Machine learning and what that means for business. Rich Taylor, Fixed Income Client Portfolio Manager at American Century, previews the Fed decision, US/global economy outlook for 2018, and where he's finding value in the bond market.
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31 min
December 12, 2017
Disney-Fox Deal Would Be Defining Legacy For Bob Iger: Sweeney
Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on Disney expected to announce a deal to buy a large piece of 21st Century Fox. Ken Monaghan, Co-Director of High Yield at Amundi Pioneer, discusses why the rout in telecom high yield will continue in 2018.   Desmond King, Andrew W. Mellon Professor of American Government at Oxford University, on the new book he co-authored: "FED POWER: How Finance Wins."  Jack Ablin, Chief Investment Officer for BMO Wealth Management, on his 2018 outlook for markets and inflation, and current investing strategy. 
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29 min
December 11, 2017
Expect the U.S. To Issue Digital Currency Next Year: FiREapps CEO
Wolfgang Koester, CEO of FiREapps, on bitcoin futures and why he sees the U.S. issuing a digital dollar in 2018. John Tozzi, healthcare reporter for Bloomberg, with a look at the history of the little blue pill that changed sex, as Viagra goes generic.  Tim Ghriskey, CIO of Solaris Asset Management, on why tax reform will spur corporate buybacks instead of growth.  John Wobensmith, CEO of Genco Shipping (NYSE:GNK), on why the global drybulk recovery is just starting. 
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29 min
December 8, 2017
Mizuho Securities Adding Staff and Specialties
Jerry Rizzieri, President and CEO of Mizuho Securities, on US growth strategy, the current business environment, and Asia's growing role in equities. Bloomberg’s Sonali Basak, Insurance Companies and Boutique Investment Banks Reporter, discusses her article “The Next Big Short: Hedge Funds Ready to Bet Against Bitcoin”. Also, Bill Smead, CEO at Smead Capital Management, on markets and investing, jobs, and stock market capitalization. And Ian Siegel, Founder and CEO of ZipRecruiter, on jobs, hiring trends, and artificial intelligence.
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32 min
December 7, 2017
Vanguard’s Bogle Sees Pension Pain in Decade of 3% Bond Returns
Vanguard founder Jack Bogle on what he thinks of ETFs, bitcoin and the bond market. Daniel Gordis, Bloomberg View columnist and Senior Vice President and Koret Distinguished Fellow at Shalem College in Jerusalem, on his column: "Trump Is Clear on Jerusalem; His Motives Are Not." Bill Sandbrook, CEO of US Concrete, on outlook for infrastructure and current projects in development. Randy Frederick, VP of Trading and Derivatives at Schwab, discusses his outlook for markets in 2018 and on his top investing trends.
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33 min
December 6, 2017
Retailers Pivoting To ’What’s Your Walmart Strategy?’ in 2018: Ed Yruma
Ed Yruma, Equity Research analyst at Keybanc Capital Markets, with e-commerce and retail trends from their consumer conference. Chris Pappas, CEO of Trinseo (NYSE:TSE), discusses where Trinseo is seeing growth and outlook for the chemicals and materials industry.FUTURE OF INVESTING: Emily Chasan, Sustainable Finance Editor, on how big money on Wall Street is finally backing boardroom diversity.Frank Ossino, Senior Portfolio Manager at Newfleet Asset Management, on the loan market, credit cycle, and interest rates- and why he is fully invested.
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32 min
December 5, 2017
Christie’s Chair With Inside Look At $450 Million Da Vinci Sale
Stephen Lash, Chairman Emeritus of Christie’s America, on art investing and an inside look at the $450 million Leonardo Da Vinci sale. Simon Ballard, Global Credit strategist for Bloomberg in London, on improving conditions for Greek debt, and UK credit markets showing strain as Brexit negotiations stall. Matt Robinson, financial regulation reporter for Bloomberg, on the SEC said to probe whether banks helped hedge funds inflate returns. Lightbridge CEO Seth Grae, and Areva VP of Nuclear Fuel Bob Freeman, discuss their partnership and the future of nuclear energy.
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31 min
December 4, 2017
Bond Market Implies U.S. Recession in Late 2018, 2019: Sri Kumar
Komal Sri-Kumar, President and Founder of Sri-Kumar Global Strategies, on tax reform, bonds and the yield curve, and outlook for markets. Michael Rea, pharmacist, founder and CEO of Rx Savings Solutions, and Tara Lachapelle, deals columnist for Bloomberg Gadfly, on the transformative deal between CVS Health and health insurance giant Aetna. Rachel Evans, corporate finance reporter for Bloomberg, on the future landscape of a $20 trillion BlackRock and Vanguard investing duopoly where almost everyone is a customer. Jeremy Swan, Managing Principal of CohnReznick's Financial Sponsors  Financial Services Industry, on potential impact of the GOP tax bill on private equity firms.
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30 min
December 1, 2017
Plea Deal Suggests Flynn Gave FBI A Lot to Work With: Grasso
June Grasso, Host of Bloomberg Law and Bloomberg Best, discusses the legal situation surrounding former National Security Adviser Michael Flynn’s plea agreement with the FBI.Marty Schenker, Chief Content Officer for Bloomberg, on the fallout for the Trump administration following Former National Security Advisor Michael Flynn pleading guilty to lying to federal investigators.Joel Stern, Chairman and CEO of Stern Value Management, on how cyclical industrials could see more bankruptcies under the GOP tax proposal.Mark Rossano, Energy Analyst for Bloomberg Intelligence, on an MIT study that suggests the US Energy Department has vastly overstated its oil output forecasts.
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30 min
November 30, 2017
Expect Crude to Rise to $60-$70 A Barrel Next Year: Jason Schenker
Jason Schenker, President of Prestige Economics and Bloomberg Prophet, on the OPEC meeting in Vienna. Leland Miller, CEO of China Beige Book International, on whether China can stop North Korea, and what the US may have to give up to get their cooperation. Claire Boston, corporate finance reporter for Bloomberg, on the Alibaba bond deal. Cliff Noreen, Deputy Chief Investment Officer for MassMutual, on the Fed, current investment strategies, tax reform and impact on overall economy and markets.
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29 min
November 29, 2017
Yellen Prepared For Victory Lap Before Congress: Moss, Wilson
Daniel Moss, Economics Editor and columnist for Bloomberg View, and Dave Wilson, Bloomberg stocks columnist, preview Fed Chair Yellen’s economic outlook hearing before the congressional Joint Economic Committee, and what lawmakers missed in the Jay Powell hearing. Chris Condon, Federal Reserve reporter for Bloomberg, recaps key highlights from the Janet Yellen hearing.  Toluse Olorunnippa, White house correspondent for Bloomberg, on how Trump’s tax promises for boosting jobs and wages will be undercut by CEO plans to reward investors.
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21 min
November 28, 2017
Powell to Reveal Himself From Behind Yellen's Shadow: Riccadonna
Carl Riccadonna, Chief US Economist for Bloomberg Economics, and Bloomberg stocks editor Dave Wilson, preview Federal Reserve Governor Jay Powell's confirmation hearing and what policy to expect.
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18 min
November 27, 2017
Big Tech Dominance May Trigger New Antitrust Legislation: Strauss
Steven Strauss, visiting professor at Princeton University’s Woodrow Wilson School of Public and International Affairs, on whether it’s time to break up the big tech companies, as Jeff Bezos crosses the $100 billion mark Chris Burniske, Partner at Placeholder and Advisor to ARK Investment Management, on bitcoin and whether real money is coming in to the market, or if it’s an escalation of speculators.David Pearl, Co-Chief Investment Officer of Epoch Investment Partners, on current investment outlook, and why he uses free cash flow to evaluate companies. Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on Meredith Corp. agreeing to acquire Time Inc. with the Koch Brothers backing.
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30 min
November 22, 2017
Bitcoin Boom Looks Increasingly Perilous to Cumberland's Kotok
David Kotok, chairman and CEO of Cumberland Advisors, talks about bitcoin risks and how many fixed income players may not be seasoned enough to withstand a downturn. Mark Dunkerly, departing Hawaiian Airlines president and CEO, tells Pimm Fox and Lisa Abramowicz about retiring from the company and what lies next. Dakin Campbell, a financial reporter at Bloomberg, talks about how Goldman Sachs is facing doubts about loss rates at its new online lender platform. Finally, Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses why Travis Kalanick needs to explain his role in Uber's breach.
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30 min
November 21, 2017
Flattened Yield Curve Signals a Fed Policy Error, Jersey Says
Ira Jersey, U.S. rates strategist at Bloomberg Intelligence, talks about the yield curve, Chair Yellen resigning and how this will impact the Fed. Jennifer Rie, senior litigation analyst at Bloomberg Intelligence, says Trump's DOJ antitrust lawsuit is demanding specific asset sales like CNN before allowing an AT&T-Time Warner deal to get approved. Brogan BamBrogan, founder and CEO of Arrivo, talks about his company's planned hyperloop investment in Denver, how Arrivo's technology differs from other hyperloop companies and the future of transportation. Finally, Shira Ovide, a technology columnist at Bloomberg Gadfly, discusses how Uber is signaling at a business-model detour with Volvo deal and whether or not its valuation should be adjusted. 
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29 min
November 20, 2017
Middle-Market Debt Has Ballooned in Recent Years, Kahn Says
Ronald Kahn, managing director of Lincoln International, talks about the new Lincoln Middle Market Index and the outlook for middle market lending. Kit Juckes, chief global FX strategist at Societe Generale, tells Pimm Fox and Lisa Abramowicz how Angela Merkel's failed attempt to build a government is impacting the euro and the dollar. Kevin Tynan, a senior autos analyst at Bloomberg Intelligence, says Tesla's semi-truck and roadster sideshow distract from its Model 3 woes. Finally, Ed Hammond, a deals reporter at Bloomberg, talks about consolidation in the chips sector.
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28 min
November 17, 2017
Corn May Be Big Opportunity at These Levels, Gilbertie and McGlone Say
Sal Gilbertie, president and founder of Teucrium Trading LLC, and Mike McGlone, a commodity strategist at Bloomberg Intelligence, talk about opportunities in corn and soybeans, farmers squeezed by pricey fuels and why U.S. crude oil production is on the verge of surging. Tad Rivelle, CIO of TCW, discusses the yield curve, markets and current investment strategy. Sridhar Natarajan, a high yield debt and syndicated loan reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz about a high-stakes hedge fund battle erupting over Hovnanian, after Blackstone proposes a plan that would trigger payouts on its credit swaps. Finally, Geetha Ranganathan, a technology and media analyst at Bloomberg Intelligence, talks about reports that Comcast and Verizon are looking into acquiring a big portion of 21st Century Fox Inc.
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31 min
November 16, 2017
Millennial Consumers Aren't Willing to Pay for Digital Transactions, Bhatt Says
Baiju Bhatt, co-founder and co-CEO of Robinhood, discusses his commission-free investment app geared toward millennials. Shing Tao, chairman and CEO of Remark Holdings, talks about using their AI platform to scrape social media consumer data. Wayne Winegarden, an economics scholar and senior fellow at the San Francisco-based Pacific Research Institute, tells Pimm Fox and Lisa Abramowicz why the GOP tax bill should include payroll tax reform. Finally, Bloomberg's Katya Kazakina talks about how billionaires were stunned as Da Vinci's Christ painting sold for a record $450 million.
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28 min
November 15, 2017
Amazon Bid Is Part of Toronto's Tech Investment Push, Mayor Tory Says
Toronto Mayor John Tory discusses bidding for Amazon headquarters, the housing market, immigration and the economy. Kathleen McCarthy, senior managing director and global COO at The Blackstone Real Estate Group, talks about investment opportunities in the U.S. and abroad. Seth Molod, partner and chair of real estate services at Berdon LLP, discusses his real estate forecast, opportunities and risks and tax implications. Finally, Norman Sturner, president and CEO of MHP Real Estate Services, talks about Manhattan development and investment opportunities, the outlook for interest rates and the impact of tax reform.
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28 min
November 14, 2017
Loomis Is Buying Junk Bonds Amid ETF Sales, Elaine Stokes Says
Elaine Stokes, vice president and portfolio manager at Loomis Sayles Bond Fund, talks about bonds and the high yield market. Billy House, a congressional reporter at Bloomberg, discusses Jeff Sessions testifying before Congress to address inconsistent statements about the Trump campaign's contact with Russians. Burt Flickinger, managing director at Strategic Resource Group, tells Pimm Fox and Lisa Abramowicz why Walmart is returning to its glory days while Target remains out of rhythm. Finally, Ben Bartenstein, an emerging markets reporter at Bloomberg, talks about S&P declaring Venezuela in default and the strange creditor meeting.
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29 min
November 13, 2017
Alberto Gallo on How the American Dream Turned into Greed and Inequality
Alberto Gallo, portfolio manager and head of macro strategies at Algebris Investments, talks about how the American dream turned into greed and inequality. Brooke Sutherland, a Bloomberg Gadfly columnist covering deals and industrials, tells Pimm Fox and Lisa Abramowicz why GE's turnaround plan and announcement to cut its dividend is "meh." Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses Alibaba's $25 billion in Singles Day sales, the company's bond offering and how the world's top tech giants have amassed $1.7 trillion in value. Finally, Sarah Halzack, a Bloomberg Gadfly consumer columnist, talks about why a Hasbro-Mattel acquisition makes sense.
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27 min
November 10, 2017
Smaller Companies Are Most Vulnerable to Tax-Cut Delays, Colas Says
Nick Colas, co-founder of Datatrek Research and a Bloomberg Prophet, discusses how much the market could be at risk with a corporate tax cut delay. Chris Macke, founder of Solutionomics and Federal Reserve Beige Book contributor, and Laura Davison, a tax reporter at Bloomberg, talk about the latest developments in the GOP tax bills and a proposal to reward job creators through earned corporate tax cuts. Tom Orlik, chief Asia economist at Bloomberg Intelligence, discusses China removing limits on foreign ownership of Chinese banks and asset managers. Finally, Lindsey Rupp, a specialty retail reporter at Bloomberg, talks about JC Penney earnings.
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30 min
November 9, 2017
Junk Market Isn't a Buy Unless it Drops Another Five Percent, Loomis' Eagan Says
Matt Eagan, vice president and portfolio manager for Loomis Sayles & Co., talks about the sell off in the high yield market. Ariel Cohen, senior fellow at the Atlantic Council and a principal at International Market Analysis Ltd., discusses President Trump's trip to Asia and progress with North Korea and China trade. Steve Koenig, senior director of market research at the Consumer Technology Association, gives projections on tech purchases and how consumers will shop this holiday season. Finally, Bloomberg Intelligence's Jennifer Rie and Paul Sweeney talk about news that Trump's DOJ is requesting AT&T and Time Warner to sell CNN in order to win approval for their merger.
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25 min
November 8, 2017
Anita Hill Isn't Sure There Would Have Even Been a Nomination Today
Anita Hill, a professor of law, public policy and women's studies at Brandeis University, talks about workplace culture in the 21st century and the fallout from the Weinstein scandal. Richard Gelfond, CEO of Imax Corp., discusses the changing ways that people are consuming entertainment, and his company's success in China. Will Marshall, co-founder and CEO of Planet Labs, tells Pimm Fox and Lisa Abramowicz how satellite imagery is aiding agriculture, governments and corporations. Finally, Bloomberg's Erik Schatzker talks about his story, "I Dined With Alwaleed in the Desert Days Before His Arrest."
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35 min
November 7, 2017
Jay Powell Nomination Ruptures Bipartisan Fed Image, Binder Says
Sarah Binder, a professor at George Washington University and a senior fellow at the Brookings Institution, and Mark Spindel, a Bloomberg View columnist and founder and chief investment officer at Potomac River Capital LLC, discuss their new book, "The Myth of Independence: How Congress Governs the Federal Reserve." Mediatech Capital Partners' Porter Bibb talks about Twenty-First Century Fox in play, after reports of a sale to Disney. Damian Sassower, a fixed income strategist at Bloomberg Intelligence, discusses the complicated and painful Venezuela debt crisis. Finally, Simon Ballard, a global credit strategist at Bloomberg in London, tells Pimm Fox and Lisa Abramowicz why we can expect overseas issuers to tap Europe's bond paradise.
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30 min
November 6, 2017
Broadcom-Qualcomm Would Create Cross-Sector Chips Powerhouse, Srinivasan Says
Bloomberg Intelligence's Anand Srinivasan and Brooke Sutherland, a deals columnist at Bloomberg Gadfly, talk about news that Broadcom is offering $130 billion for Qualcomm in a landmark tech deal. Craig Johnson, president of Customer Growth Partners, discusses Michael Kors' second quarter earnings and his 17th annual holiday retail forecast. Aaron Brown, a Bloomberg Prophet and former managing director and head of financial market research at AQR Capital Management, tells Pimm Fox and Lisa Abramowicz plausible outcomes for CME's foray into bitcoin. Finally, Jim Vogel, an interest rate strategist at FTN Financial, discusses the tax bill impact on the deficit, treasuries and thoughts on Fed Chair nominee Powell and NY Fed President Bill Dudley stepping down.
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31 min
November 3, 2017
Simon Nynens on How to Fail Less
Simon Nynens, CEO and chairman of Wayside Technology Group, talks about creating a work environment to recruit and retain employees. Withum's Dave Springsteen and Tony Nitti discuss the tax reform bill, corporate tax rates and incentives, and repatriation. Finally, Ward McCarthy, chief financial economist at Jefferies & Co., talks about job numbers, the economy and the Fed.
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25 min
November 2, 2017
High Probability for U.S.-China Trade Tension in 2018, Miller Says
Leland Miller, CEO of China Beige Book International, tells Pimm Fox and Lisa Abramowicz why optimism about China's economy is based on misconceptions. Scott Galloway, a professor of markets at NYU's Stern School of Business, talks about how the traditional rules of business don't apply to the Big Four: Apple, Amazon, Facebook and Google. Barry Ritholtz, the founder of Ritholz Wealth Management and a Bloomberg View columnist, discusses evidence-based investing. Finally, Bloomberg's Laura Davison, talks about the GOP's rollout of their new tax cut proposal.
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30 min
November 1, 2017
Ukraine Is Key to Showing Close Ties From Trump to Russia, Conn Says
Richard Conn, a managing partner at Eurasia Advisors, talks about the links between Russia, Ukraine and Manafort, and how the conspiracy investigation is a watershed event in U.S. history. Steve Peacher, president of Sun Life Investment Management, the investment arm of global insurance company Sun Life Financial, discusses credit valuations and the current investment outlook. Michael Scanlon, a portfolio manager at Manulife Asset Management, previews Apple and Facebook earnings. Finally, Jamie Butters, an auto reporter at Bloomberg, talks about the mixed bag of October auto sales.
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30 min
October 31, 2017
Facebook, Twitter and Google Under Senate Microscope on Russia, De Vynck Says
Bloomberg's Garrit De Vynck talks about Facebook, Twitter and Google's appearances before Congress to answer questions on how Russians meddled on social media. Noah Feldman, Felix Frankfurter Professor of Law at Harvard University and a Bloomberg View columnist, discusses his column, "Manafort Indictment Begins a Complicated Story." Robert Maroni, president of Lombardy, discusses the Lombardy referendum seeking more autonomy for northern Italy. Finally, Simon Ballard, a global credit strategist at Bloomberg in London, talks about the outlook for central banks, the Fed Chair announcement and payrolls Friday.
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29 min
October 30, 2017
Sportsmen Oppose Trump's Plan to Rescind Monuments, Fosburgh Says
Whit Fosburgh, president and CEO of the Theodore Roosevelt Conservation Partnership, talks about the moves by Ryan Zinke's Department of the Interior to open up national lands and monuments for commercial development. Sarah Frier, a technology reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz why Facebook is stumbling with its strategy to stamp out fake news. Antonio Barroso, senior Eurozone analyst at Teneo Intelligence, discusses the political implications of the Catalan clash in Spain. Finally, Mike Holland, chairman and CEO of Mike Holland & Co., talks about markets and investing and gives a preview of Apple earnings.
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29 min
October 27, 2017
Emerging Markets Beat U.S. Junk in Upside Down World, Gaffney Says
Kathleen Gaffney, co-director of diversified fixed income at Eaton Vance, talks about bond markets, investment strategy and high-yield. Shira Ovide, a Bloomberg Gadfly columnist covering technology, and David Garrity, CEO of GVA Research, discuss the domination of Amazon. Jim Harrison, CEO of Party City, talks about new channels of revenue growth and his company's vertical business model. Finally, Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about vertical consolidation deals popping up in health care, like CVS-Aetna, and Amazon entering into the prescription drug segment.
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30 min
October 26, 2017
2017's Dramatic Decline in Global Wine Production
Stephen Rannekleiv, global beverages strategist at Rabobank International, talks about the implications of the dramatic decline in global wine production this year and how California is faring following the wildfires. Jitendra Waral, global internet and consumer electronics analyst at Bloomberg Intelligence discusses Twitter, Alphabet and Amazon earnings. Maxime Sbaihi, a Euro-area economist at Bloomberg Intelligence, talks about the ECB's plan to taper QE. Finally, Scott Keogh, president of Audi's U.S. operations, tells Pimm Fox and Lisa Abramowicz about his company's new lines, electric car segment and luxury branding.
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32 min
October 25, 2017
Perry's Coal Subsidy Is a Solution in Search of a Problem, Denning Says
Liam Denning, an energy, mining and commodities columnist at Bloomberg Gadfly, talks about Energy Secretary Rick Perry's plan to subsidize coal and nuclear plants. Jonathan Adams, a senior insurance industry analyst at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz how reinsurers face a long recovery. Scott Dorf, a Bloomberg Prophet and managing director at Amherst Pierpont Securities, discusses the bond market and his latest column, "Buy the Dip Is a Losing Strategy in the Bond Market." Finally, Alex Webb, a technology reporter at Bloomberg, gives an inside look at Apple's struggle to get the iPhone X to market on time.
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26 min
October 24, 2017
How NPR's Former CEO Left the Liberal Bubble and Learned to Love the Right
Former CEO of NPR and lifelong Democrat Ken Stern discusses his new book, "Republican Like Me: How I Left the Liberal Bubble and Learned to Love the Right." John Fraher, Bloomberg's senior executive editor for business, finance and energy, tells Pimm Fox and Lisa Abramowicz how a charter revision will allow President Xi Jinping to rule China and shape policy for decades more. Michael Halen, senior restaurant analyst at Bloomberg Intelligence, talks about McDonald's and Chipotle earnings. Finally, Vertical Research's Mike Dudas discusses the gold outlook and previews earnings for metal and mining stocks.
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31 min
October 23, 2017
It's All About Earnings, Hugh Johnson Says
Hugh Johnson, chairman and CIO of Hugh Johnson Advisors, talks about his three-year market forecast. Bloomberg Intelligence's Sam Fazeli discusses big pharma earning as Merck, Eli Lilly and Glaxo report this week. Liam Denning, a Bloomberg Gadfly columnist covering energy, talks about Halliburton earnings and gives an overview of the oil services sector. Finally, Jaimin Patel, a senior credit strategist at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz how a default may be looming for Venezuela.
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30 min
October 20, 2017
EU Could Assist Scotland's Wish to Stay in Single Market, Brown Says
Keith Brown, Scotland's Cabinet Secretary for Economy, Jobs and Fair Work, tells Pimm Fox and Lisa Abramowicz what Brexit means to Scotland, the economy and business opportunities in the country. Calamos' Matt Freund talks about the bond market and current strategies. Nathan Dean, a government analyst at Bloomberg Intelligence, says he doesn't see tax reform happening this year as congressional fights loom. Finally, Saijel Kishan, a hedge fund reporter at Bloomberg, says glitches are abounding as automation sweeps Wall Street.
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32 min
October 19, 2017
Pruitt Is Rolling Back Standards Agreed to by Car Companies, Browner Says
Former EPA Administrator Carol Browner discusses the recent attempted rollbacks of the Clean Car Standards by Scott Pruitt and President Trump. David Winters, CEO of Wintergreen Advisers and portfolio manager of the Wintergreen Fund, tells Pimm Fox and Lisa Abramowicz how investors are being fooled by the low-fee crisis on Wall Street. Max Abelson, a finance reporter at Bloomberg, talks about the opioid crisis on Wall Street. Finally, John Butler, a senior telecom services and equipment analyst at Bloomberg Intelligence, discusses reports of decreased orders for iPhone 8 models.
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31 min
October 18, 2017
Ackman Has Old Data and Incomplete Info in War on ADP, CEO Says
Carlos Rodriguez, president and CEO of ADP, talks about his company's proxy fight with Bill Ackman's Pershing Square. Bill Rhodes, president and CEO of William Rhodes Global Advisors, discusses the key themes from the China World Congress. Vernon Silver, a projects and investigations reporter at Bloomberg, and Shira Ovide, a technology columnist at Bloomberg Gadfly, tell Pimm Fox and Lisa Abramowicz how Facebook and Google helped an anti-refugee campaign in swing states. Finally, Bloomberg's Hugh Son talks about Wall Street automation and how bankers are privately fretting about gutting their staffs.
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29 min
October 17, 2017
Sheryl Palmer Isn't Concerned About Rebuilding in Houston Flood Zones
Sheryl Palmer, chief executive officer of Taylor Morrison Home Corp., talks about rebuilding in flood zones in Houston, managing the current labor shortage and the outlook for her company. Bloomberg Intelligence's Paul Sweeney discusses Netflix Inc.'s plans to spend $8 billion in 2018. Ruth Crowell, CEO of the London Bullion Market Association, tells Pimm Fox and Lisa Abramowicz about the market trends from the Global Precious Metals Conference. Finally, Josh Wingrove, a Canada politics reporter at Bloomberg, talks about news that Canada and Mexico are rejecting U.S. demands at the NAFTA negotiations.
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30 min
October 16, 2017
Iraq Oil at Risk If Mediterranean Refiners Lose Access, Lee Says
Julian Lee, an oil strategist at Bloomberg, talks about his column, "Kurdish Oil Tensions Show Iran Was Just a Trump Sideshow." Ariel Cohen, a senior fellow at the Atlantic Council and the director of the Center for Energy, Natural Resources and Geopolitics at the IAGS, tells Pimm Fox and Lisa Abramowicz how the Iran nuclear deal could play out. Matt Maley, the chief equity strategist at Miller Tabek & Co., reminisces about the 1987 stock market crash and discusses his note, "The Crash of 1987: Blame Dan Rostenkowski." Finally, Eran Baniel, CEO of the start-up DouxMatok, talks about the sugar industry and says his company has created a safe alternative with an identical sensory profile to sugar's.
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29 min
October 13, 2017
Hawaiian Air's Quality and Local Routes Will Offset Southwest, CEO Says
Mark Dunkerley, president and CEO of Hawaiian Airlines, discusses Southwest Airlines' entry in the Hawaiian market and his company's new partnership with Japan Airlines. Former U.S. Congressman Rick Lazio, senior vice president at Alliant Group, tells Pimm Fox and Lisa Abramowicz how tax reform might play out in Congress. Damian Sassower, a fixed-income strategist at Bloomberg Intelligence, says the Fed may rain on the emerging-market debt parade. Finally, Scott Kimball, a portfolio manager of the BMO TCH Core Plus Bond Fund, talks about central banks and seeking opportunities in long-duration paper.
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32 min
October 12, 2017
Trump's Order Lets Employers Offer Stingier Insurance, Nisen Says
Max Nisen, a Bloomberg Gadfly columnist, tells Pimm Fox and Lisa Abramowicz how Donald Trump's executive order allowing the sale of less-comprehensive health care plans will impact Obamacare. Frank Sorrentino, CEO of ConnectOne Bank, talks about the growth of fintech in community banking. Cognizant's Ben Pring, co-leader of the Future of Work Center, discusses his new book, "What To Do When Machines Do Everything: How to Get Ahead in a World of AI, Algorithms, Bots and Big Data." Finally, Kevin Cirilli, a White House correspondent at Bloomberg, talks about reports that Trump is said to be seeking a change to ending a tax break for people in high-tax states.
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45 min
October 11, 2017
Why Is Uber Under So Many Investigations?
Bloomberg's Max Chafkin talks about news that Uber is facing at least five criminal probes from the Justice Department - two more than previously reported. Craig Berger, CEO of My Mo Mochi Ice Cream, discusses his snack product of ice cream wrapped in sweet rice dough. Finally, Bloomberg's Jennifer Epstein tells Pimm Fox and Lisa Abramowicz about the NAFTA renegotiations as Donald Trump continues his threat to walk out.
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22 min
October 10, 2017
Why Do Stocks Go Up and Down?
Charles Biderman, the president and CEO of Trim Tabs Asset Management, tells Pimm Fox and Lisa Abramowicz why stock prices move in one direction versus another. Ron Sanchez, the chief investment officer at Fiduciary Trust Company Internation, talks about global investing and which global economy is growing the fastest. Finally, Bloomberg Intelligence's Poonam Goyal discusses news that Wal-Mart's e-commerce sales are surging as it plays catch-up with Amazon.
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24 min
October 9, 2017
Apple Products Should Be Made in America, Vincent Vittorio Says
Filmmaker Vincent Vittorio talks about manufacturing in the U.S. and his film, "American Made Movie." Mike Mullaney, Boston Partners' global market research director, discusses the performance of the U.S. and Japanese economies and stock markets. Nicholas Heymann, an analyst at William Blair & Co., discusses changes to the General Electric board. Finally, Bloomberg News' Simon Kennedy talks about Richard Thaler's Nobel Prize win.
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31 min
October 6, 2017
'Dumbstruck' by Trump on Puerto Rico
Joe Mysak, an editor at Bloomberg Briefs, says he was "dumbstruck" by President Trump's comments on Puerto Rico's bond market. KPMG Chief Economist Constance Hunter discusses the September jobs report, in which the number of workers on U.S. payrolls declined for the first time since 2010. Finally, Ernesto Ramos, the head of equities at BMO Global Asset Management and portfolio manager of the BMO Large Cap Growth Fund, discusses the stock market and tells Pimm Fox and Lisa Abramowicz what kinds of companies he looks for.
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22 min
October 5, 2017
Paul Sweeney on Amazon's New Delivery Service
Bloomberg Intelligence's Paul Sweeney discusses reports that Amazon is experimenting with a new delivery service intended to make more products available for free two-day delivery. David Garrity, CEO of GVA Research, talks about news that Facebook has turned over to Congress 3,000 ads purchased by groups linked to Russia that were designed to disrupt the 2016 U.S. election. Bruce Bittles, Robert W Baird & Co's chief investment strategist, discusses the stock market. Finally, Brad Stewart, Xojet's CEO, discusses the private airline industry.
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28 min
October 4, 2017
Who's on the Short List for Fed Chair?
Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, tells Pimm Fox and Lisa Abramowicz who the leading candidates to run the Federal Reserve are. Chuck Lieberman, the chief investment officer at Advisors Capital Management LLC and a Bloomberg View columnist, discusses the stock and bond markets. Finally, Bloomberg News Editor-in-Chief Emeritus Matt Winkler talks about the turnaround in Argentina's economy.
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24 min
October 3, 2017
Identity Fraud Frankensteins
Jeffrey Feinstein, the vice president of global analytics at LexisNexis Risk Solutions, tells Pimm Fox and Lisa Abramowicz about the growing problem of synthetic identity fraud. Bloomberg's Chris Palmeri talks about the new security protocol at Las Vegas casinos in the wake of Sunday's mass shooting. Finally, Rebecca Lindland, an executive analyst at Cox Automotive, discusses September auto sales.
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22 min
October 2, 2017
Job Creation Should Be Required for Corporate Tax Cuts, Macke Says
Chris Macke, the founder of Solutionomics and a contributor to the Federal Reserve Beige Book, says lower corporate tax rates on foreign-earned profits should be tied to job creation and higher wages in America. Bloomberg's Justin Sink talks about the White House's response to the Las Vegas shooting and hurricane recovery in Puerto Rico. Mark Gilbert, a Bloomberg Gadfly columnist covering asset management, discusses the muted bond market reaction to Catalonia's election. Finally, Bloomberg's Lily Katz talks about the cryptocurrency flash crash drawing scrutiny on the Commodity Futures Trading Commission.
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35 min
September 29, 2017
Puerto Rico Creditors Seek Restructuring Amid Disaster
Bloomberg's Joe Mysak gives an update on Puerto Rico's credit, as the island recovers from Hurricane Maria. Ping Wei, CFO of RYB Education, talks about the company's IPO launch in the U.S. this week and the growth potential of Chinese education. Demetri Argyropoulos, founder and CEO of Avant Global, tells Pimm Fox and Lisa Abramowicz how his company is connecting billionaires and helping legacy companies, as well as startups, develop strategic business relationships. Finally, David Katz, president and CIO of Matrix Asset Advisers, talks about his current stock picks and cautions against putting new money into utilities.
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27 min
September 28, 2017
How E-Commerce Is Changing Commercial Real Estate
Larry Silverstein, chairman of Silverstein Properties, talks about how e-commerce is spurring a shift from retail to food. Former Governor of New York David Paterson discusses terrorism and security in New York City. EisnerAmper CEO Charly Weinstein talks about the role that blockchain could play in real estate. Finally, Mark Grant, the chief strategist at Hilltop Securities, tells Pimm Fox and Lisa Abramowicz why we won't see a big reversal in yields.
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28 min
September 27, 2017
U.S. Needs to Move Fast and Appoint a Czar to Puerto Rico, Rhodes Says
Bill Rhodes, president and CEO of William Rhodes Global Advisors, talks about the dire situation in Puerto Rico and says the U.S. needs to send an official to make sure aid gets there. Sheila Bair, the former chairman of the FDIC, discusses President Trump's tax plan and says the pass-through tax cut mostly benefits the super wealthy. Andrew Mayeda, a Bloomberg trader reporter, and Bloomberg Intelligence's George Ferguson, talk about news that Bombardier is being slapped by a punitive trade ruling by the U.S. Commerce Department. Finally, Bloomberg's Matt Townsend says Nike is losing the war of coolness to Adidas.
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33 min
September 26, 2017
Holt Expects Booming Job Market and Cooling Housing Market in Canada
Scotiabank's Derek Holt talks to Pimm Fox and Lisa Abramowicz about Canada's housing and economic outlook. Bloomberg's Jennifer Surane discusses the exit of Equifax CEO Richard Smith. Brendan Ahern, CIO of KraneShares, talks about Chinese markets and the impact of tighter housing curbs. Finally, Carlos Capistran, the head of Canada and Mexico economies at Bank of America Merrill Lynch, says a U.S. corporate tax cut poses a risk to those two countries.
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28 min
September 25, 2017
NFL Advertisers Will Have an 'Ebullient' Year, Porter Bibb Says
Mediatech Capital Partners' Porter Bibb predicts an ebullient year for the NFL's advertisers, even as the league is embroiled in a Twitter war with President Trump. Laura Davison, a Capitol Hill reporter for Bloomberg BNA, discusses the corporate tax cuts President Trump and GOP lawmakers are weighing. John Augustine, CIO at Huntington National Bank, gives an outlook for U.S. markets and his current stock picks. Finally, Bloomberg's Alex Webb tells Pimm Fox and Lisa Abramowicz how Apple suppliers are faring after the launch of the new iPhone 8 and the upcoming iPhone X.
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28 min
September 22, 2017
Is Trump on a Collision Course With California Over Emissions?
Mary Nichols, the chair of the California Air Resources Board, is bracing for a battle with the Trump administration and automakers over keeping tough fuel economy rules in place. PwC International's Bob Moritz tells Pimm Fox and Lisa Abramowicz how his company is moving towards pay parity between women and men. There's a low probability of military conflict on the Korean peninsula, Scott Seaman, the director for Asia at the Eurasia Group, says. Finally, Craig Giammona, a consumer reporter at Bloomberg, discusses Amazon's push to expand into delivery from restaurants.
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30 min
September 21, 2017
Why Poland Is Talking About $1 Trillion in German Reparations
Witold Waszczykowski, Poland's minister of foreign affairs, discusses relations with the E.U. And Poland's request for war reparations from Germany. Chapdelaine & Co.'s Doug Borthwick tells Pimm Fox and Lisa Abramowicz why the dollar will continue to weaken. Max Chafkin, a technology reporter for Bloomberg Businessweek, talks about his cover story, "Mark Zuckerberg's Political Awakening." Finally, Phil Orlando, the chief equity strategist at Federated Investors, weighs in on the stock market, investments and why he's bullish on banks.
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30 min
September 20, 2017
Fed Should Get Out of the Business of Setting Rates, Forbes Says
Steve Forbes, chairman and editor-in-chief of Forbes Media, says the Federal Reserve should let borrowers and lenders set interest rates. Until then it's still the Fed, and Carl Riccadonna, the chief U.S. economist at Bloomberg Intelligence, gives his outlook for rate increases. Michelle Kaske, a reporter at Bloomberg, talks about Hurricane Maria's potential to inflict $30 billion in damages on Puerto Rico. Finally, Ira Jersey, the chief U.S. interest rate strategist at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz why it's optimistic to think the Fed will raise rates this year.
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31 min
September 19, 2017
Restraints on Immigration Will Hurt the Economy, Carbonite's Ali Says
Mohamad Ali, the president and CEO of Carbonite, says he's worried about how immigration and H1B1 restraints will hurt his business and the economy. Drew Beja, a portfolio manager at Granahan Investment Management, tells Pimm Fox and Lisa Abramowicz about his collection of "desert island" companies, small-cap growth companies that will be much more valuable years down the line. Finally, Bloomberg's Margaret Talev discusses President Trump's UN address and says that Trump had to talk to both the world and his own base, which is inhernetly skeptical of the value of the UN.
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20 min
September 18, 2017
The Market Isn't Correctly Pricing In Climate Risk, Samama Says
Amundi's Fred Samama discusses the importance of investing responsibly and how the market isn't pricing in climate risk right. Brad McMillan, the chief investment officer at Commonwealth Financial Network, tells Pimm Fox and Lisa Abramowicz whether investors should be worried about North Korea and why he's bullish on markets in the short-term. Bloomberg Intelligence's Brian Egger talks about how Hurricane Irma's devastation in the Caribbean has affected hotel and cruise stocks. Finally, Jack Ablin, the chief investment officer at BMO Wealth Management, gives his outlook for financial markets and what the credit cycle could signal.
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30 min
September 15, 2017
A Big Risk to Internet Companies
Government and regulatory agencies have Internet companies like Google and Facebook in their cross-hairs, a potentially huge risk to the big tech stocks, Bloomberg Gadfly's Shira Ovide says. Henry Peabody, a co-manager of the Eaton Vance Multi-Sector Bond Fund, tells Pimm Fox and Lisa Abramowicz why investors should hold cash to prepare for a credit unwind. Vincent Cignarella, a global macro strategist at Bloomberg, says the dollar will weaken as tax reform sinks. Finally, Frank Holmes, CEO and CIO of U.S. Global Investors, gives an outlook for gold and talks about how blockchain technology and cryptocurrencies are moving the yellow metal.
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29 min
September 14, 2017
How Equifax Missed Its Chance to Prevent the Massive Hack
Vinny Troia, CEO of Night Lion Security, and Bloomberg's Jordan Robertson tell Pimm Fox and Lisa Abramowicz that Equifax failed to fix a flaw that computer experts had flagged earlier in the year. Insurers have an appetite for flood risk, David Sampson, CEO of the Property Casualty Insurers Association of America, says. Bloomberg's Anand Srinivasan and Alex Sherman talk about how Apple could be locking up the supply chain with its reported involvement in Bain Capital's bid for Toshiba's memory chip business. Finally, Laura Litvan, a congressional reporter at Bloomberg, discusses the meal President Trump took with Democratic leaders Nancy Pelosi and Chuck Schumer to wrangle with DACA--same food, different stories.
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27 min
September 13, 2017
Are Bank Jobs at Risk From Technology?
Greenwich Associates' Kevin McPartland says technology signals a change in banking jobs, not a loss. Storm recovery and cleanup companies are making billions off of more frequent natural disasters, Bloomberg's Prashant Gopal says. Lionel Laurent, a Bloomberg Gadfly columnist covering finance, discusses his skepticism of "hyped-up millennial alternative" asset classes like Bitcoin and cannabis. Finally, Bloomberg Gadfly's Shira Ovide explains why people might well pay $1,000 for the new iPhone and not think twice about it.
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28 min
September 12, 2017
It's Like Nordstrom Without the Clothes
It is Nordstrom without the clothes. Poonam Goyal, a senior retail analyst at Bloomberg Intelligence, talks about the retailer's new window-shopping concept. Mark Yusko, CEO and CIO at Morgan Creek Capital Management, tells Pimm Fox and Lisa Abramowicz about his new actively managed ETF that will cull from the firm's "10 best ideas." Bloomberg Intelligence's John Butler talks all things Apple on unveil day for the new iPhones. Finally, an update on Florida power utilities following Hurricane Irma, from Kit Konolige, a senior utilities analyst at Bloomberg Intelligence.
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28 min
September 11, 2017
Yields Aren't Likely to Rise Until the Fed Resolves Its Balance Sheet, CIBC's Tucci Says
Tom Tucci, the head of U.S. Treasury trading at CIBC World Markets, offers his outlook on the bond market. Teva's naming of Kaare Shultz as CEO comes in for analysis by Koby Benmeleh, a Bloomberg reporter in Tel Aviv, and Liz Krutoholow, a specialty pharma and biotech analyst at Bloomberg Intelligence. Bloomberg's Jamie Butters discusses the impact of China's effort to go all electric on cars. Finally, Regina Mayor, KPMG's global sector leader for energy and natural resources, talks about how major weather events affect the energy markets.
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30 min
September 8, 2017
Florida Nuclear Plants Say They're Not at Risk From Irma
Bloomberg's Brian Sullivan and Jack Kaskey talk about Hurricane Irma's destructive path and potential chemical fallout. Scott Painter, founder and former CEO of TrueCar, discusses Fair, his new "car-as-a-service" startup. Lamine Zarrad, CEO of Tokken, talks about how blockchain is working for the cannabis industry. Finally, Amnon Bar-Lev, president of Check Point Software, and Michael Riley, a cybersecurity reporter at Bloomberg, discuss Equifax's historic breach that may have exposed half of Americans.
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30 min
September 7, 2017
Hurricane Irma Threatens $1.2 Billion of Florida Crops, Bjerga Says
Alan Bjerga, an agriculture reporter at Bloomberg, says Hurricane Irma threatens $1.2 billion of Florida crops. Craig Johnson, president of Customer Growth Partners, talks about how hurricanes like Harvey and Irma impact retail. Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses news that Amazon is shopping for a second U.S. headquarters with as many as 50,000 employees. Finally, Marvin Loh, a senior global markets strategist at BNY Mellon, talks about central banks and risk asset response to geopolitics.
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29 min
September 6, 2017
Russian Tech Is Leaking Into North Korea, Atlantic Council's Cohen Says
Ariel Cohen, a senior fellow at the Atlantic Council and the director of the Center for Energy, Natural Resources and Geopolitics at the IAGS, talks about China and Russia's strategies for North Korea. Shunondo Basu, a meteorologist and gas analyst at Bloomberg New Energy Finance, discusses the impact of Hurricane Irma. Jonathan Adams, a senior insurance industry analyst at Bloomberg Intelligence, talks about how insurers are bracing for Hurricane Irma, as well as the impact from Harvey. Finally, Larry Tabb, chairman and founder of the Tabb Group, discusses news that the SEC is working on a carve-out policy against upcoming MiFID rules.
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29 min
September 5, 2017
Aerospace Bulks Up
The combination of UTX and Rockwell Collins creates an aerospace-supplier giant, Bloomberg Intelligence's Doug Rothacker says. Tom Hainlin, a global investment strategist at Ascent Private Capital Management, says the U.S. consumer supports a bull market for stocks. Finally, Dr. Robert Pape, a political science professor at the University of Chicago, says without China and Russia's support, the U.S. needs to restart Big 6 talks with North Korea.
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21 min
September 1, 2017
Harvey Endangered World's Most Important Chemical
Hurricane Harvey destroyed large stocks of ethylene, the world's most important chemical, Bloomberg Intelligence's Jason Miner and Houston-based Bloomberg reporter Jack Kaskey tell Pimm Fox and Lisa Abramowicz. Miller Tabak & Co. equity strategist Matt Maley provides a macro look at the equity markets, the dollar and jobs. Bloomberg senior White House correspondent Margaret Talev discusses Trump attempt to tie a debt-limit boost to the Harvey aid package. Finally, Jessica Caldwell, executive director of industry analysis at Edmunds, discusses August auto sales and the impact from Harvey.
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31 min
August 31, 2017
Refineries Still Operating Will Benefit Most From Harvey, Lipow Says
Andy Lipow, president of Houston-based Lipow Oil Associates, talks about the impact of Hurricane Harvey on Houston's energy industry and gas prices. Bloomberg Businessweek's David Kocieniewski discusses his article, "Deep In Debt, The Kushners Hunted for Cash Across the Globe." Amnon Bar-Lev, president of Check Point Software, talks about nation-focused cyber attacks and new industries undergoing cyber-shifts. Finally, Ed Ludlow, a U.K. correspondent at Bloomberg, discusses where the U.K. stands with Brexit negotiations.
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31 min
August 30, 2017
Doritos Goes Organic to Break Into Amazon's Whole Foods, Kaplan Says
Jenny Kaplan, a consumer reporter at Bloomberg, says PepsoCo.'s Frito-Lay is aiming to break into Amazon's Whole Foods with its organic Doritos and chips line. Sal Gilbertie, the president and founder of Teucrium Trading LLC, and Mike McGlone, a commodity strategist at Bloomberg Intelligence, discuss Hurricane Harvey's impact on agricultural crops and commodities. Hugh Johnson, chairman and CIO of Hugh Johnson Advisors, talks about his economic outlook, forecast for stock prices and investment strategy. Finally, Carl Riccadonna, the chief U.S. economist at Bloomberg Intelligence, discusses GDP and how Hurricane Harvey could impact growth.
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32 min
August 29, 2017
Houston Police Chief Says Challenge Is Getting Resources
Houston Police Chief Art Acevedo discusses rescue and relief efforts after Hurricane Harvey and says there are challenges getting adequate resources to the city. Stephen Schork, president of the Schork Group, talks about how the $40 oil price barrier may be tested if Harvey's effects are prolonged. Bloomberg View columnist Brad Taylor, a retired Special Forces lieutenant colonel and author of "Ghosts of War" discusses how to beat North Korea at nuclear blackmail. Finally, Bob Shullman, the founder of the Shullman Research Center, talks about the latest luxury trends in the affluent world.
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31 min
August 28, 2017
Gas, Crude Markets at Odds After Harvey, Cushing's Toudouze Says
Libby Toudouze, a partner and portfolio manager at Cushing Asset Management, talks about the impact that Hurricane Harvey is having on oil assets in the Gulf. Jonathan Adams, an insurance analyst at Bloomberg Intelligence, discusses Hurricane Harvey's impact on insurers and how most people weren't insured for flood damage. Scott Mushkin, a senior retail analyst at Wolfe Research, talks about Amazon's decision to start price cuts at Whole Foods today. Finally, Mandeep Singh, a technology analyst at Bloomberg Intelligence, discusses news that Uber is hiring Expedia CEO Dara Khosrowshahi to be the new CEO and what that implies for both companies.
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27 min
August 25, 2017
Venezuela Debt Gets China Support, AllianceBernstein's Khan Says
Shamaila Khan, the director of emerging market debt at AllianceBernstein, discusses the sanctions on Venezuela that the Trump administration unveiled today, potential impact on the country's debt, and China's involvement in the debt. Bloomberg Gadfly columnists Shira Ovide and Sarah Halzack talk about Amazon quickly using its ruthless playbook to cut prices at Whole Foods and the logistical challenges ahead for Amazon's grocery business. Shunondo Basu, a meteorologist and gas analyst for Bloomberg New Energy Finance, talks about Hurricane Harvey and its effect on the energy industry. Finally, David Ader, the chief macro strategist for Informa Financial Intelligence, discusses market uncertainty, the outlook for bond yields and current investment strategy.
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31 min
August 24, 2017
U.S. Won't Default on Debt, But Expect a Shutdown, Steve Bell Says
Steve Bell, a senior adviser at the Bipartisan Policy Center and former Senate Budget Committee staff director, tells Pimm Fox and Lisa Abramowicz why he believes a government shutdown is inevitable. Rania Sedhom, a managing partner at Sedhom Law Group, talks about three new employment-law changes in New York, how businesses could be affected and what it means for the rest of the country. Matthew Boyle, a U.S. retail reporter at Bloomberg, discusses how Costco's laissez-faire approach to online shopping could prove dangerous in the long term. Finally, Steven Englander, the head of research and strategy at Rafiki Capital, talks about currencies and whether central bankers still have power to sway markets.
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28 min
August 23, 2017
Berg Says Short Stock Rally May Be Followed by Long Bear Market
Milton Berg, CEO and founder of Milton Berg Advisors, discusses his bearish tones on the late-stage bull market and why he's bullish on gold. Bloomberg's Yalman Onaran talks about how big banks could see profit jump 20 percent with Trump-era deregulation. Rebecca Kern, an energy policy reporter at Bloomberg BNA, discusses news that the White House is denying requests for emergency orders to keep Murray Energy Corp. and FirstEnergy Corp.'s coal operations running and out of bankruptcy, despite Trump's campaign pledges. Finally, Leila Abboud, a Bloomberg Gadfly columnist covering technology, media and telecommunications, talks about how ad giant WPP's slumping sales indicate a larger problem for advertising companies.
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24 min
August 22, 2017
Cheerleading Is a $2 Billion U.S. Industry, Untapped Worldwide, Varsity Says
Jeff Webb, founder and chairman of Varsity Spirt, the world's largest cheerleading-uniform company, talks about being the biggest company in the $2 billion industry and his plans for an untapped global market. Bob Guccione Jr., the creator of Spin, Gear and Discover Media, discusses his new travel site, WONDERLUSTtravel.com. Hernan Rincon, CEO of Avianca Holdings, talks about taking the company completely digital and its strategic alliance with United Continental. Finally, Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence, discusses how ETF issuers are looking to save on indexing fees, as well as why active bond funds outperform ETFs.
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31 min
August 21, 2017
Coal Stocks Trading at Cheap Valuations in Distressed Universe, Schultze Says
Schultze Asset Management's George Schultze talks about bankruptcy and distressed investing and where he's finding value. Bloomberg's Matt Townsend and Mario Parker talk about news that Herbalife is ending talks to go private and entering a pact with Carl Icahn and that Icahn is ending his White House role amid conflict of interest issues. Jared Hecht, co-founder and CEO of Fundera, discusses what to expect from the future of online lending. Finally, Sarah Jones, a U.K. finance reporter at Bloomberg in London, talks about the unintended consequences of MiFID: job losses and trading turmoil.
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31 min
August 18, 2017
The White House's Impact on the Corporate Community
Rick Helfenbein, the president and CEO of the American Apparel and Footwear Association, discusses retail earnings, Nafta negotiations and the impact of White House actions on the corporate community. Anurag Rana, a senior analyst of software and IT services at Bloomberg Intelligence, talks about Infosys CEO Vishal Sikka resigning amid acrimony between the board and a cohort of founders led by ex-chairman Narayana Murthy. Mike Buchanan, the deputy chief investment officer at Western Asset Management, gives his current outlook for the bond market and yield spreads. Finally, John Streur, the CEO of Calvert Research and Management, talks about responsible investing and ESG trends in 2017.
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28 min
August 17, 2017
Three Percent Inflation Looks Likely, Leuthold's Paulsen Says
Jim Paulsen, the chief investment strategist at the Leuthold Group, says three percent inflation looks likely. Chapdelaine & Co's Doug Borthwick talks about how the ECB is expressing concern over Euro appreciation and gives an outlook for the dollar. Sarah Halzack, a Bloomberg Gadfly columnist covering retail, discusses Walmart's tough battle ahead. Finally, Mike McDonough, the global director of economic research and chief economist at Bloomberg Intelligence, talks about how Trump's race remarks imperil the economic agenda.
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26 min
August 16, 2017
Year-End Bloodbath Coming for Target, Amazon and Walmart, Mushkin Says
Scott Mushkin, a senior retail analyst at Wolfe Research, gives an outlook for the retail sector. Josh Dettman, the president of Fintech Investment Group, talks about the soaring price of bitcoin. Adam Tempkin, a structured finance reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz how "deep" subprime auto loans are hitting crisis levels. Finally, Stephen Smith, the CEO and president of Equinix, and Josh Yatskowitz, a media and cable analyst at Bloomberg Intelligence, discuss how companies are dealing with digital trends and using private interconnections to transform business.
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30 min
August 15, 2017
Two Percent Growth is the New 3 Percent, So Invest Accordingly, Rhame Says
Lara Rhame, a senior economist in fund strategy at FS Investments, talks about retail sales, consumer spending and economic growth expectations. Seema Shah, a consumer discretionary analyst at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz why legacy retailers will continue to struggle. Norm Champ, the former director of the division of investment management at the U.S. Securities and Exchange Commission, talks about his new book, "Going Public: My Adventures Inside the SEC and How to Prevent the Next Devastating Crisis." Finally, Noel Hebert, a senior U.S. credit analyst at Bloomberg Intelligence, discusses reports that Amazon is planning a bond sale to fund its purchase of Whole Foods.
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31 min
August 14, 2017
Former Acting CIA Director Devine Is 'Very Concerned' About Korea
Jack Devine, the former acting director of the CIA and founding partner and of the Arkin Group, tells Pimm Fox and Lisa Abramowicz why it's time for negotiation, not military action, with North Korea. Lionel Laurent, a Bloomberg Gadfly columnist covering finance and markets, talks about why Angry Birds maker Rovio Entertainment's planned IPO comes with risks. Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence, discusses Vanguard's growing dominance in asset management and how ETF inflows this year have already eclipsed last year's annual record. Finally, Mike McDonaugh, the global director of economic research and chief economist at Bloo