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Bloomberg Intelligence

3,442 episodes — Page 34 of 69

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

U.S. Oil Supply Glut Poised To Tighten in 6-9 Mos.: Canary CEO

Dan Eberhart, private equity investor and CEO of oilfield services firm Canary, LLC, discusses an inflection point in the U.S. energy bloodbath. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, and Bloomberg Opinion columnist, on her column: "Travel Scars Are Looking Permanent." Eric Newcomer, Bloomberg tech politics reporter, on Kodak plunging after the deal is put on hold for investigation. Iman Brivanlou, Lead Portfolio Manager of TCW High Income Equities and TCW Global REITs, on Amazon and mall operator Simon Property Group in talks to turn mall space into data centers. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Aug 10, 202027 min

Monoclonal Antibody Treatment For Covid shows Promise: JHU's Sauer

Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on covid vaccine and treatments, and school re-openings. Marvin Loh, Senior Global Macro Strategist, State Street Global Markets, on jobs, the economy, and his current investment outlook. Nick Wadhams, foreign policy reporter for Bloomberg, discusses the U.S. imposing sanctions on Hong Kong Chief Executive Carrie Lam, as well as other China officials. Mike McKee, International Economics & Policy Correspondent for Bloomberg, dissects the jobs report. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Aug 7, 202033 min

Corporate Chieftains Should Talk Less, Pay More: Kaissar

Nir Kaissar, Bloomberg Opinion columnist and Founder of Unison Advisors, discusses his column: "Corporate Chieftains Can Talk Less, Pay More." Katherine Doherty, distressed reporter for Bloomberg, on busted retailers using bankruptcy to break leases by the thousands. Ayham Kamel, Practice Head, Middle East & North Africa at Eurasia Group, discusses the situation in Lebanon and the potential for economic collapse. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on why markets don't care if the economy stinks. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Aug 6, 202028 min

Trump Has No Plan To Open Schools Safely: AFL-CIO's Weingarten

Randi Weingarten, President of American Federation of Teachers (AFL-CIO), discusses what teachers need for schools to reopen safely. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina's $65 billion debt restructuring deal. Tuna Amobi, Industry Analyst at CFRA Research, on why Disney is best positioned to navigate the pandemic. Jonathan Palmer, Senior Health Care Analyst for Bloomberg Intelligence, on Teladoc buying Livongo in an $18.5 billion bet on the future of virtual health care. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Aug 5, 202028 min

A Tale of Two Cities Emerges In Commercial Real Estate

Tom Stringer, leader of accounting firm BDO’s U.S. site selection team, on Facebook leasing space in NY, and how the pandemic is impacting corporate real estate. Lauren Simmons, entrepreneur and former equity trader at Rosenblatt Securities, discusses breaking the glass ceiling as the youngest Black woman trader on the NYSE floor. Rachel Rosenthal, Bloomberg Opinion editor, discusses her column: "Big Tech Wants You to Believe in a Skills Gap." Andy Browne, Editorial Director for Bloomberg New Economy, on China media branding Trump's TikTok actions a "smash and grab." Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Aug 4, 202029 min

Why A TikTok-Microsoft Deal Solves A Lot of Problems

Tae Kim, Bloomberg Opinion technology columnist, on his column: "A TikTok-Microsoft Deal Might Solve Everything." Alan Baum, auto analyst and Principal at Baum and Associates, on why he expects a poor fall period for auto sales. Robert Thompson, CEO of Clinical Reference Laboratory, on receiving FDA emergency use authorization for their covid at-home-saliva test. Adam Blumenfeld, CEO of Varsity Brands, discusses how they have adapted their school-centric business to manage the pandemic. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Aug 3, 202030 min

FAANG Can Go Another 25-30% Higher by Mid-2021: Wedbush's Ives

Dan Ives, Equity Analyst at Wedbush Securities, on mega-cap tech earnings: Apple, Google, Facebook and Amazon. Gary Shilling, President of A. Gary Shilling & Co., and a Bloomberg Opinion columnist, discusses his column: "Bonds Are Sending the Right Signals Now." Reade Pickert, Bloomberg economy reporter, on personal income dropping as one-time stimulus boost fades. Mark Douglas, CEO of Steelhouse, on why Google's revenue miss signals bigger problems. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Jul 31, 202032 min

Kodak Craziness Is Captured in One Word. Really?: Max Nisen

Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, discusses his column: "Kodak Craziness Is Captured in One Word. Really?" David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on fiscal stimulus, the pandemic, and investment outlook. Dr. David Skorton, president and chief executive of the Association of American Medical Colleges, discusses his Washington Post column: "We Need a Covid-19 Reset. So We Developed a Comprehensive Plan to Do Just That." Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on whether tech companies will face the music on regulation. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Jul 30, 202029 min

Kocherlakota: Fed Needs to Target Employment, Not Inflation

Former Minneapolis Fed President Narayana Kocherlakota, Bloomberg Opinion columnist and professor of economics at the University of Rochester, discusses his column: "The Fed Needs to Focus on Employment." Jennifer Rie, Senior Antitrust Litigation Analyst for Bloomberg Intelligence, discusses today's Big Tech antitrust hearing before the House. Stephen Kane, Group Managing Director and Portfolio Manager at TCW Fixed Income, on why he's reducing credit exposure. Brooke Sutherland, Bloomberg Opinion industrials columnist, on prolonged woes for GE and Boeing. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Jul 29, 202029 min

Bitcoin Heading to 11,000 As Adoption Picks Up: McGlone

Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on gold's strength, and why bitcoin is heading higher. Rania Sedhom, Managing Partner of Sedhom Law Group, answers the question: if employees get sick with Covid-19 when they return to work, are employers liable? Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, on what to expect from the Fed meeting. Michael Halen, Senior Restaurant analyst for Bloomberg Intelligence, on McDonalds and Starbucks earnings, and the restaurant landscape. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Jul 28, 202027 min

Euro Relief Plan Gave Market Permission To Sell Dollar: Juckes

Kit Juckes, Chief FX Strategist for Societe Generale, on the dollar drop and gold frenzy. Jonathan Bernstein, Bloomberg Opinion politics columnist, discusses the stimulus outlook and his recent column: "Republican Disarray May Doom the Relief Bill. Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses Russia's increased aggression. Leland Miller, CEO of China Beige Book, to discuss the US-China tensions and outlook for the trade deal. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Jul 27, 202029 min

Covid-19 Has Power To Break The Sports World: Joe Nocera

Joe Nocera, Bloomberg Opinion columnist, discusses his column: Covid-19 Has the Power to Break the Sports World. Stephen Dover, Head of Equities at Franklin Templeton, on global equities and why supply chains will shift back to the midwest. Jane Rosenthal, Tribeca Enterprises and Tribeca Film Festival co-founder and CEO, on their summer drive-in series and how the film industry is managing the pandemic. Andy Browne, Editorial Director for Bloomberg New Economy, on the politics behind the amped up U.S.-China tensions. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Jul 24, 202029 min

Tesla Won't Be Able To Paper Over Losses in 3Q: Gordon Johnson

Gordon Johnson, CEO and Founder of GLJ Research, on why Tesla results are more paper than profit. Molly Smith, Bloomberg corporate finance reporter, on American Airlines using their brand as collateral to secure a $1.2 billion loan. Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on what needs to happen for stocks to keep momentum. Sarah Halzack, Bloomberg Opinion consumer columnist, on her column: Clothing Stores' Devastation Has Only Just Begun. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Jul 24, 202027 min

The U.S. Housing Market Is Most Outperforming Sector In World

Logan Mohtashami, columnist for HousingWire and housing data analyst, on the unstoppable U.S. housing market. Nick Wadhams, National Security reporter for Bloomberg, on the U.S. shutting down the China embassy in Houston, as tensions escalate. Michael McKee, International Economics & Policy Correspondent for Bloomberg, on Trump's Fed nominations moving closer to joining the Fed board. Fred Cannon, KBW Global Director of Research, to discuss their new KBW Restoration Index and what it's saying about the economy. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Jul 22, 202027 min

Pfizer May Have the Edge Over Moderna In Vaccine Race

Sam Fazeli, Director of Research: EMEA at Bloomberg Intelligence, on the race for a covid vaccine. Brendan Ahern, Chief Investment Officer at KraneShares, on why U.S.-listed Chinese companies are re-listing in Asia. Matt Hawkins, CEO of Entourage Effect Capital, a cannabis-only VC firm, on how PE and VC capital are the only options for many cannabis companies burning thru capital. David Harden, president and CIO of Summit Global Investments, discusses his current investment strategy and stock picks. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Jul 21, 202026 min

The Impact of COVID-19 on Business Travel

Katie Nixon, CIO of Northern Trust Wealth Management, discusses markets and her current investment outlook. Bloomberg News Industrial, Aerospace and Chemicals Team Leader Brendan Case talks about U.S. Airlines facing the end of business travel as they knew it. Frank Wilkinson, Bloomberg Opinion editor, walks through his column "The War on Masks Is Another Lost Cause. Bloomberg Intelligence analyst Scott Levine breaks down Halliburton and Schlumberger earnings.Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Jul 20, 202028 min