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Bloomberg Intelligence

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Low-Rated Junk Bonds Not Properly Pricing Risk: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on his investment strategy and outlook for fixed income markets. Constance Hunter, Chief Economist at KPMG, on GDP and economic outlook. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, on Big Media's hearing and outlook for FAANG earnings. Stephanie Baker, Senior Writer for Bloomberg, discusses her Businessweek story: "Operation Warp Speed Could Shape Up to Be an $18 Billion Bargain." Hosted by Paul Sweeney and Vonnie Quinn (Lisa Abramowicz filling in for Vonnie Quinn.) See omnystudio.com/listener for privacy information.

Oct 29, 202026 min

Big Media Fends Off Congress Over Content: SocialFlow CEO

Jim Anderson, CEO of SocialFlow, on the Senate hearing with Facebook, Boogon Big Media's protection from legal liability for user content. Gina Martin Adams, Chief Equity Analyst for Bloomberg Intelligence, and Sarah Ponczek, Bloomberg cross-asset reporter, on what's behind the market sell-off. Dan Ives, Managing Director and Equity Analyst at Wedbush Securities, on Big Tech regulation and what to expect in earnings this week. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Oct 28, 202032 min

The October Consumer Confidence Index

Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, discusses the October Consumer Confidence Index. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, talks about supply and the Libor transition. John Authers, Bloomberg Markets Senior Editor, walks through his column "Covid Fear Is Back and Driving Markets Again." And Jeylan Mammadova, Global Sector Lead for Healthcare at Third Bridge, shares earnings insights on top pharma firms Pfizer, Merck, Sanofi and GSK.Hosts: Vonnie Quinn and Paul Sweeney. Producer: Doni Holloway.See omnystudio.com/listener for privacy information.

Oct 27, 202026 min

Oil Demand Hopes Crushed By Covid Resurgence: Again's Kilduff

John Kilduff, Founder of Again Capital, on how covid-19 is dashing hopes for an oil market recovery. David Lee, CFO of Impossible Foods, on how they are doubling the size of R&D to fuel international growth. Sarah Ponczek, Bloomberg cross-asset reporter, on the stay-at-home trade re-emerging over virus concerns. Craig Johnson, President of Customer Growth Partners, with their annual holiday retail forecast. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Oct 26, 202027 min

Carrot Hot Dogs May Be Coming To A Stadium Near You

Bolthouse Farms CEO Jeff Dunn on building a plant-based food economy. Brian Chappatta, Bloomberg Opinion debt columnist, discusses his column on the 1MDB scandal: "Goldman Clawbacks More Stunning Than $5 Billion." Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on Gilead's Remdesivir getting FDA approval as a covid-19 treatment. David Yaffe-Bellany, Bloomberg Washington legal reporter, on the big legal threats President Trump will face if he loses the election and no longer has the DOJ to protect him. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Oct 23, 202029 min

Credit Spread Cushion Is Pretty Much Gone: UBS's Falconio

Leslie Falconio, senior strategist at UBS Global Wealth Management, discusses how investors can add yield to their portfolios. Don McCree, Head of Commercial Banking at Citizens Bank, on the continued challenges facing the business community in the midst of COVID-19. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on airlines results. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on how to glean knowledge from market experts. Hosted by Vonnie Quinn.See omnystudio.com/listener for privacy information.

Oct 22, 202028 min

Epic S&P Rally Is Powered By Assets You Can't See or Touch

Sarah Ponczek, Bloomberg cross-asset reporter, on how the epic S&P rally is powered by intangibles like algorithms and brands and lists. Joe Nocera, Bloomberg Opinion columnist, discusses his column: "Google Should Learn From Microsoft’s Tough Lesson." Peter Andersen, Founder of Andersen Capital Management, LLC, on enduring stocks that can weather any election outcome. Damian Sassower, Chief Emerging Markets Credit strategist for Bloomberg Intelligence, on the increased fiscal vulnerability of developing nations. Hosted by Vonnie Quinn.See omnystudio.com/listener for privacy information.

Oct 21, 202027 min

More States Likely To Pile On Google Post-Election: BI's Rie

Jennifer Rie, Senior Litigation Analyst for Bloomberg intelligence, and Sarah Ponczek, Bloomberg cross-asset reporter, on the DOJ accusing Google of abusing market power. Kenneth Laub, composer, producer and World Trade Center real estate mogul, on how Broadway will be shuttered until May of 2021 and how NYC can’t survive without the arts. Tropical Smoothie CEO Charles Watson discusses their growth during the pandemic, and the commercial real estate landscape for franchises. David Katz, CIO of Matrix Advisors, on markets and his current investment outlook. Hosted by Paul Sweeney and Vonnie Quinn. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Oct 20, 202026 min

China's Recovery Lacks Consumer Demand: China Beige Book

Leland Miller, CEO of China Beige Book International, on why China's economic recovery is not so healthy. Robert Rosenberg, the former CEO of Dunkin’ Donuts, discusses his new book, "AROUND THE CORNER TO AROUND THE WORLD: A Dozen Lessons I Learned Running Dunkin’ Donuts." RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on bond markets and the election. Rob Brown, CEO of Lincoln International, on the state of M&A during covid. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Oct 19, 202026 min

Here's Second Covid Wave We Hoped We Wouldn't See: JHU's Sauer

Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the latest news surrounding covid vaccines, treatments, and spread. Kit Juckes, Chief Global FX Strategist for Societe Generale, on how assets are reacting after Boris Johnson threatening a no-deal Brexit. Ramesh Ponnuru, Senior Editor at the National Review and Bloomberg Opinion columnist, on Judge Amy Coney Barrett's confirmation hearings, and election politics. George Ferguson, Senior Analyst Aerospace: Defense & Airlines for Bloomberg Intelligence, on Boeing's Max plane getting safe-to-fly approval by Europe’s aviation regulator.See omnystudio.com/listener for privacy information.

Oct 16, 202025 min

Gorman's Model Reaps Rewards for Morgan Stanley: Whalen

Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and outlook. Sarah Ponczek, Bloomberg cross-asset reporter, on why earnings beats don't mean the same during this pandemic. Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on the dim outlook for the U.S. economy, and China gaining edge. Christian Magoon, Portfolio Manager of the Amplify Online Retail ETF (IBUY; $925M AUM), on another record Amazon Prime Day and the 2020 holiday season. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Oct 15, 202030 min

'Cheap' Banks Group Poised For 2021 Rebound: CFRA's Leon

Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings and outlook. Leading labour economist Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on the lack of U.S. stimulus and what to expect on the Brexit deadline. Sarah Halzack, Bloomberg Opinion consumer columnist, on Amazon Prime Day. Mike McKee, International Economics & Policy Correspondent for Bloomberg, on President Trump's address to the Economic Club of New York, Hosted by Vonnie Quinn and Paul Sweeney. See omnystudio.com/listener for privacy information.

Oct 14, 202029 min

Bonus: Game Changers, Part 2

As the earth is facing an increasingly consequential climate crisis, inquisitive minds all over the globe are hard at work trying to find solutions. Many of them have been able to translate their eureka moments into action at a greater pace and scope than the sometimes gloomy headlines will have us think.In this four part miniseries we'll meet the visionary minds who attempt to sculpture the future of sustainable energy and global resources. We'll get a peek behind the curtains of their factory floors, hear of the sometimes surprising origins of their ideas, and be introduced to a potentially greener tomorrow. In the second episode: Water Harvesting.See omnystudio.com/listener for privacy information.

Oct 13, 202012 min

Admiral Stavridis: U.S. Is Entering A Period of Vulnerability

Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Covid Commission Is Crucial for U.S. Recovery." Mark Douglas, CEO of Steelhouse, on signs of cracks in Apple's future. Bill Smead, Chief Executive Officer and Chief Investment Officer of Smead Capital Management, on his current investment strategy, and the concentration of money in the Big Tech monopolies. Steven Strauss, visiting professor at the Princeton School of Public and International Affairs, discusses the sweeping antitrust reforms targeting Big Tech. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Oct 12, 202029 min

Morgan Stanley Could Struggle Long-Term Without An ETF Solution

Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Morgan Stanley's direct indexing play, and Vanguard returning $21 billion in assets to China accounts. Tom McGee, President and Chief Executive Officer of the International Council of Shopping Centers (ICSC), with their holiday shopping forecast. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on Trump's return to public events while infected with covid-19. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on AMD in talks to buy rival Xilinx in a $30 billion deal. Eric Kazatsky, Senior U.S. Municipals Strategist for Bloomberg Intelligence: Illinois taps Fed funds, and stimulus still up in the air. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Oct 9, 202027 min

GOP Ignores the First Law of Holes On Stimulus: Ritholtz

Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on how to take the politics out of investing. Rebecca Ray, Executive Vice President of Human Capital at The Conference Board, discusses their new survey which shows most workers aren't in a hurry to return to the office. Sarah Ponczek, Bloomberg cross-asset reporter, on market action and cloud stock mania. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, on Trump touting Regeneron as a miracle cure. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Oct 8, 202027 min

White Collar Job Losses Will Trickle Down In A Bad Way

Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and Bloomberg Opinion columnist, discusses the stimulus failure and outlook for the economy. Tae Kim, Bloomberg Opinion technology columnist, discusses his column: "Big Tech's $5 Trillion Reckoning Has to Start Somewhere." Dr. Jeanne Zaino, Bloomberg contributor and Professor of Political Science at Iona College, on the Vice Presidential debate, and the White House covid crisis. Jake Wood, Founder and CEO of Team Rubicon, a non-profit, veteran-led disaster response organization, discusses how they are operating over 300 virus-related and disaster operations nationwide. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Oct 7, 202029 min

Coronavirus Is Dominating The U.S. Due To Failure To Control It

Dr. Amesh Adalja, Senior Scholar and Infectious Disease physician at the Johns Hopkins Center for Health Security, on Trump's return to the White House, and the super-spreader event at the Rose Garden. Petco CEO Ron Coughlin discusses the rising rates of pet adoptions throughout the pandemic. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses how bond markets are signalling a Biden win. Alex Webb, Bloomberg Opinion technology columnist, discusses his column: "James Bond's Lockdown Is a Deadly Cinematic Blow." Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Oct 6, 202029 min

Political 'Mess' Is Clouding Strategy: Federated's Orlando

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on how the election and White House covid crisis are clouding investment strategy. Bess Freedman, CEO of Brown Harris Stevens, discusses their 3Q Manhattan residential real estate report. Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, on how President Trump's serious covid meds contradict his stated condition. Jamie Metzl, Senior Fellow at The Atlantic Council and Founder and Chair of OneShared.World, discusses how Trump's covid diagnosis and White House chaos are threatening national security. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Oct 5, 202028 min

How Chaos In DC Is Impacting The Economy: FHN's Low

Chris Low, Chief Economist at FHN Financial, on how markets view Trump's covid diagnosis and the election, and his current economic outlook. Tom Gimbel, CEO of global staffing company LaSalle Network, on the hiring landscape and how people are turning down jobs due to fears about returning to the office. Joshua Green, Bloomberg Businessweek National Correspondent, on the hand-off of power should President Trump become ill. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Oct 2, 202029 min

A 2-6-Month Lasting 'Vaccine' Could Soon See Approval: Fazeli

Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, on his column: "Trump Could Get His Vaccine Before Election Day." Jessica Caldwell, Executive Director of Insights at Edmunds.com, on the resilient consumer holding up the auto industry. Sonali Basak, Wall Street reporter for Bloomberg, on Goldman adding to the slew of global banking layoffs. Lauren Simmons, entrepreneur and youngest-ever female trader on the NYSE, will discuss her upcoming interactive streaming series "Going Public." Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Oct 1, 202028 min

Disney Cuts Lay Bare That 'Normal' Isn't On The Horizon

Tara Lachapelle, Bloomberg Opinion media columnist, discusses her column: "Not Even Disney Can Live on Dreams Forever." Bryan Whalen, Group Managing Director for TCW’s Fixed Income Group, on sticking with the "warm embrace of the Fed." Dr. Jeanne Zaino, Bloomberg contributor and Professor of Political Science at Iona College, on the Presidential debate "barroom brawl." Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on why Vanguard's $1.5 trillion bond-fund business could double in size in the next five years. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Sep 30, 202029 min

Ex-CDC Director: Slim Chance To Contain NYC Covid Clusters

Dr.Tom Frieden, former CDC Director and President and CEO of Resolve to Save Lives, on the surge in coronavirus cases. Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, discusses her column, "Dark Time for Aviation Is About to Get Darker." Josh Saul, Bloomberg bankruptcy reporter, on the New York region seeing 40% bankruptcy surge, with more to come. Andy Blocker, Head of US Government Affairs for Invesco, on how the 2020 election could impact markets. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Sep 29, 202030 min

Financially-Squeezed Trump Is A National Security Risk: O'Brien

Timothy O'Brien, Senior Columnist for Bloomberg Opinion, discusses his column: "Trump's Taxes Show He's a National Security Threat." "Banker to the World" Bill Rhodes, former Chairman of Citibank and President and CEO of William Rhodes Global Advisors, on Latin America's crisis and China's economic picture. Steve Kellner, Head of Corporates at PGIM Fixed Income, on the slew of new issuance and outlook for bond spreads. Brian Rye, Senior Health Care Policy Analyst for Bloomberg Intelligence, on how pharma and biotech are bracing for critical US elections. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Sep 28, 202029 min

Amy Coney Barrett's Impact on the Supreme Court

President Donald Trump says he will nominate Judge Amy Coney Barrett for the Supreme Court. If confirmed by the Senate, Barrett could cement the court’s rightward shift for a generation.Bloomberg's David Westin examines the implications in this special podcast.See omnystudio.com/listener for privacy information.

Sep 27, 202029 min

Office Leasing Won't Recover For Five Yrs: Cushman & Wakefield

Rebecca Rockey, Global Head of Forecasting at Cushman & Wakefield, discusses why pricing and demand for office space will take almost five years to recover. Professor Edmund Phelps, Nobel Laureate and Director of the Center on Capitalism and Society at Columbia University, discusses his Project Syndicate column: The Economic Case for President Biden. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the latest news surrounding covid-19 spread, vaccines, and treatments. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on what's driving the commodities space. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Sep 25, 202028 min

These Are The Most Useless Phrases In Finance: Barry Ritholtz

Barry Ritholtz, Bloomberg Opinion columnist and Host of Masters of Business, lays out the most useless phrases in finance. Lisa Shalett, Chief Investment Officer: Wealth Management for Morgan Stanley, on why we're still in correction territory. Ben Steverman, Personal Finance Editor for Bloomberg, discusses his latest Businessweek story: "Harvard’s Chetty Finds Economic Carnage in Wealthiest ZIP Codes." Sarah Ponczek, Bloomberg cross-asset reporter, on insider selling and the reflation trade unwinding. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Sep 24, 202027 min

Restaurants, Bars May Pivot To Private Buyout Models

Kate Krader, Food Editor for Bloomberg Pursuits, on the future of restaurants, and Le Bernardin being NYC's first 3-star dining room to reopen. Dr. Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, discusses why a new Supreme Court justice won't win Trump an election verdict. Riley Griffin, Bloomberg health care reporter, on J&J's one-dose vaccine shot, and the Trump Administration redirecting testing and PPE funds into its vaccine push. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on why the market needed this correction. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Sep 23, 202029 min

Pain Ahead As Election Politics Quash Stimulus Hopes: BI's Dean

Nathan Dean, Senior Government Analyst for Bloomberg Intelligence, on Fed Chair Powell and Treasury Secretary Mnuchin testifying before Congress, and how the lack of stimulus is impacting policy. Chris Whalen, Chairman of Whalen Global Advisors, discusses the banks money laundering scandal, and is outlook for the banking sector.Jordan Fabian, Bloomberg White House correspondent, discusses President Trump's speech to the UN blaming China for the failed U.S. response to the coronavirus. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Sep 22, 202028 min

Dems Reverse Roles With GOP To Mobilize on SCOTUS: Dr. Zaino

Dr. Jeanne Zaino, Professor of Political Science at Iona College, discusses the passing of Supreme Court Justice Ruth Bader Ginsburg, and the fight to replace her seat. Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, and Founder of The Maley Report, on why it's a good time for a portfolio rotation. Shelly Banjo, Senior Writer for Bloomberg, on how Trump's deal with TikTok ended with a whimper. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on the material shift in the bond market. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Sep 21, 202026 min

Palantir Is Bad-Mouthing Big Tech While Taking Its Tech Public: Chafkin

Max Chafkin, Features Editor for Bloomberg Businessweek, discusses his story: "Palantir Is Bad-Mouthing Big Tech While Taking Its Tech Public." Yousef Abbasi, Global Market Strategist at StoneX Group, on the best value-growth barbell strategy. Sarah Halzack, Bloomberg Opinion retail columnist, discusses her column: "Amazon Beats Walmart Again in Latest Showdown." Nick Wadhams, foreign policy reporter for Bloomberg, on the U.S. moving to expel the Chinese-owned WeChat and TikTok apps. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Sep 18, 202028 min

Trump's Crony Capitalism Fouls TikTok-Oracle Deal: Nocera

Joe Nocera, Bloomberg Opinion columnist, discusses his column, "Oracle-TikTok Deal Pours Trump Toxin Into Capitalism." Frank Sorrentino, CEO of ConnectOne Bank, on New Jersey's new millionaire tax, and how small businesses are struggling. Kathryn Anne Edwards, Professor at the Pardee RAND Graduate School, on her recent paper that examines what rising inequality has cost Americans in lost income. Marvin Loh, Senior Global Macro Strategist at State Street Global Markets, on why he's looking at emerging markets. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Sep 17, 202028 min

SPACs Capitalize on Private Market Boom: Evercore's Schlosstein

Ralph Schlosstein, Co-Chairman and Co-CEO of Evercore, on the spate of new deals and use of SPACs. Claudia Sahm, former Federal Reserve economist and creator of the recession indicator, Sahm rule, discusses her column: "Widening Education Gap May Tear the Economy Apart." Michael O'Leary, former economic policy advisor in the United States Senate and founding team of Bain Capital's social impact fund, discusses the new book he co-authored: "Accountable: The Rise of Citizen Capitalism." Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, and Bloomberg Opinion columnist, on what she's expecting from this week's FOMC meeting. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Sep 16, 202029 min

We Need To Feel Each Other's Pain: Northern Trust's Thomas

Shundrawn Thomas, President of Northern Trust Asset Management, discusses his letter to Corporate America, “I Can’t Feel My Pain,” a reflection on race relations and combating systemic racism. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discusses her column: "Is OPEC’s Power Over the Oil Market Broken?" David Kudla, Founder, CEO and Chief Investment Strategist at Mainstay Capital Management, on why he's sticking with tech. Alison Williams, Senior Analyst: Global Investment Banks and Asset Management for Bloomberg Intelligence, on a potential UBS-Credit Suisse merger. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Sep 15, 202028 min

Bonus: Game Changers, Part 1

As the earth is facing an increasingly consequential climate crisis, inquisitive minds all over the globe are hard at work trying to find solutions. Many of them have been able to translate their eureka moments into action at a greater pace and scope than the sometimes gloomy headlines will have us think.In this four part miniseries we'll meet the visionary minds who attempt to sculpture the future of sustainable energy and global resources. We'll get a peek behind the curtains of their factory floors, hear of the sometimes surprising origins of their ideas, and be introduced to a potentially greener tomorrow. In this first episode: Transportation.See omnystudio.com/listener for privacy information.

Sep 15, 202012 min

Why TikTok May Prefer A Weaker U.S. Partner: Howard Yu

Howard Yu, LEGO professor of management and innovation at the IMD Business School in Switzerland, discusses why the Oracle-TikTok deal spotlights the challenge for multinationals to appease governments. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on Nvidia buying Softbank’s chip division Arm for $40 billion. Doug Borthwick, Chief Marketing Officer and Head of Business Development at INX, on how their new exchange will allow 24/7 trading of equities. Peter Kenny, founder of Kenny's Commentary and Strategic Board Solutions, on merger mania, and why it's time to get defensive ahead of the election. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Sep 14, 202027 min

"We're Halfway There" to 10-15% Correction: Jim Bianco

Jim Bianco, Founder and President of Bianco Research, on his current market outlook. Crystal Tse, Bloomberg IPO reporter, on the new SPAC barons, from Bill Ackman to Billy Beane. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column: "Of Course Trump Couldn’t Resist Bob Woodward." Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the coronavirus: flu season, AstraZeneca vaccine trial pause, and the China vaccine. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Sep 11, 202033 min

Weak Oil Demand May Push Price Back Near $30: Schork

Stephen Schork, President of the Schork Group, on why oil is a demand story right now. Michelle Davis, Bloomberg finance reporter, on JP Morgan employees pocketing covid-relief funds for themselves. Steve Blitz, Chief U.S. Economist for TS Lombard, on why permanent job loss is a key metric. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on his current investment outlook, and thoughts on the tech sector and Apple. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Sep 10, 202025 min

Tesla Is A Busted Growth Story, Like AOL: Gordon Johnson

Gordon Johnson, CEO and Founder of GLJ Research, discusses why he has a $19 price target on Tesla. Jim Vogel, Interest Rate Strategist for FHN Financial, on what's going on in bond markets. Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, on why there's little evidence the bull market is ending. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research for Bloomberg Intelligence, on AstraZeneca halting its vaccine trial. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Sep 9, 202027 min

Why Fundamentals Are Driving Currency Investment: BBH's Thin

Dr. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on his current outlook for markets. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, on why the market ebullience may ebb this fall. Therese Raphael, Bloomberg Opinion columnist, discusses her column: "Boris Johnson Takes Brexit in a Crazy Direction." David Welch, Detroit Bureau Chief for Bloomberg, on GM taking a $2 billion stake in Nikola. Hosted by Paul Sweeney and Vonnie Quinn (Paul Sweeney is out.) See omnystudio.com/listener for privacy information.

Sep 8, 202030 min

Being Black on Wall Street: A Bloomberg Radio Special

On Wall Street, being Black often means being alone, held back and deprived of the best opportunities. This special podcast from Bloomberg Radio tells the stories of Black men and women, in their own words.Host: Sonali BasakProducer: Colin TiptonSee omnystudio.com/listener for privacy information.

Aug 28, 202030 min

Not Confident on the U.S. Recovery or Dollar: BBH's Thin

Dr. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on the dollar and emerging markets. Chris Lu, Former Deputy Secretary of Labor under Obama and Senior Fellow at the University of Virginia Miller Center, discusses Biden's performance and key takeaways from the Democratic National Convention. Randy Frederick, VP of Trading and Derivatives at the Schwab Center for Financial Research, on their new survey of trader perceptions of current market conditions. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column: "23 Questions for the Postmaster General." Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Aug 21, 202028 min

The Value Gap To Growth Is About To Close: Federated's Orlando

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on equity markets and his current investment strategy. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at The Conference Board, on why the Leading Index points to the recovery losing steam. Natalie Wong, Bloomberg U.S. commercial real estate reporter, on desperate NYC landlords pressing the city's biggest employers to bring their employees back to the office. Max Nisen, Bloomberg Opinion Biotech, Pharma and Health Care Columnist, discusses his new column: "SalivaDirect Could Kick Off a U.S. Testing Turnaround." Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Aug 20, 202028 min

Krispy Kreme CEO: U.S. Top-Line Up Double Digits Thru Pandemic

Mike Tattersfield, President and CEO of Krispy Kreme Doughnuts, discusses performance during the pandemic, and opening its global flagship shop in Times Square. Wendy Schiller, Chair of Political Science at Brown University, discusses the Democratic National Convention and her outlook for the election. Bloomberg Opinion columnist Scott Duke Kominers, Associate Professor at Harvard Business School, discusses his column: "Resilient Vaccine Supply Chain Starts Now." Burt Flickinger, Managing Director at Strategic Resource Group, on the "retail renaissance" for Target, Walmart and Lowe's. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Aug 19, 202029 min

Market Is Ripe For A Near-Term Pullback: Miller Tabak's Maley

Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, and Founder of TheMaleyReport, on what's driving equity markets, and how markets view the election. Sarah Halzack, Bloomberg Opinion consumer columnist, on big retailer earnings results: Walmart, Home Depot, and Kohl's. Sherry Chris, President and CEO of Realogy Expansion Brands Portfolio, which includes Better Homes and Gardens Real Estate and ERA, on why the housing market is seeing a boom. Josh Duitz, Senior Portfolio Manager at Aberdeen Standard Investments, on the opportunities in infrastructure investing. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Aug 18, 202029 min

Trump Is Derailing, Perverting the Mission of the USPS: O'Brien

Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on Trump's attacks to derail the U.S. Post Office. Nick Colas, co-Founder of DataTrek Research, on what's driving equity markets, and risks from the election. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the glaring divergence between AMD and Intel. Ted Koenig, President and CEO of Monroe Capital, on the PE landscape and private lending, as capital becomes scarce for small businesses. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Aug 17, 202027 min

US-China Relations Are The Worst I've Ever Seen: Stephen Orlins

Stephen Orlins, President of the National Committee on U.S.-China Relations and former head of Carlyle Asia and Lehman Brothers Asia, discusses the current state of U.S.-China relations. Craig Johnson, President of Customer Growth Partners, on what's under the hood on retail sales numbers. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the Russia vaccine and why phase 3 trials are imperative. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses the stimulus deal stuck on state aid. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Aug 15, 202027 min

Apple Makes the Right Move at the Right Time: Wedbush's Ives

Dan Ives, Equity Analyst at Wedbush Securities, on Apple's new bundling service, and Uber warning it may shut down its app in California. Niall Ferguson, Senior Fellow at Hoover Institution and a Bloomberg Opinion columnist, discusses his column: "TikTok Is a Superweapon in China’s Culture War." Sally Bakewell, Bloomberg corporate finance reporter, on how most of America's small businesses are being shut out of the greatest borrowing binge ever. Women's Wear Daily Executive Editor, Arthur Zaczkiewicz, discusses back-to-school retail in the age of covid. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Aug 13, 202026 min

Big 10 Defies Money, Politics to Protect Athletes: Nocera

Joe Nocera, Bloomberg Opinion columnist, on his column: "Big 10 Defies Money and Politics to Protect Athletes." Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on why the economic damage has only just begun. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, on why gold could easily reach $4000 over next 3 years. Satish Jindel, President of SJ Consulting, discusses the structural changes at the U.S. Postal Service, and why it can handle increased election volume.See omnystudio.com/listener for privacy information.

Aug 12, 202027 min

Biz Travel Downtrend Benefits Our Model: Booking CEO Fogel

Glenn Fogel, President and CEO of Booking Holdings, on the status of their cost controls and outook for the travel industry. New PGA Champion Collin Murikawa discusses his historic win, and what's next. Peter Coy, Economics Editor of Bloomberg Businessweek magazine, on his story: "Where We Are on the Path to a Covid Vaccine, and What Comes Next." Andy Feltus, Co-Director of High Yield at Amundi Pioneer Asset Management, on opportunities in high-yield for select pickers. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Aug 11, 202030 min