
Bloomberg Intelligence
3,442 episodes — Page 35 of 69

Gen-Z Is Looking To Juice Gains With Stocks, Options Trading
Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Gen-Z's adoption of volatility in stock trading. Laura Davison, Bloomberg Congressional tax reporter, on U.S. virus relief set to vanish in a series of fiscal cliffs. Everett Millman, precious metals specialist with Gainesville Coins, on how the save haven bid for gold is offsetting jewelry demand destruction. Tara Lachapelle, Bloomberg Opinion media columnist, on why everyone is still a distant second to Netflix. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Vaccine Is 'Strategic Asset' That Hackers Will Target: Clint Watts
Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent, on the massive Twitter hack, and hackers trying to steal UK vaccine research. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses value vs. growth investing, and how Big Tech drives markets from overseas revenues. James Bacchus, former Chairman of the Appellate Body of the World Trade Organization and professor of Global Affairs at the University of Florida, on why national security is no longer a Trump card in trade disputes. Author Michael Schuman, Bloomberg Opinion columnist, discusses his column, "Yes, Companies Can and Will Decouple From China." Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

America's $2 Trillion Rescue Leaves Black Neighborhoods Behind
Shawn Donnan, Senior Trade and Globalization reporter for Bloomberg, to discuss his story: A $2 Trillion Rescue Leaves America’s Black Neighborhoods Behind. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discusses the OPEC meeting and oil markets. Geetha Ranganathan, Technology and Media Analyst for Bloomberg Intelligence, on why the surge in streaming is unlikely to soothe the media horror show screams. Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and why the residential mortgage market will make a killing this year. Hosted by Vonnie Quinn and Paul Sweeney. See omnystudio.com/listener for privacy information.

The Real Problem Facing Sports Is Weakened Sponsorship
Sports veteran Neal Pilson, founder and president of Pilson Communications, and former President of CBS Sports, on the outlook for sports programming and advertising, as the sports shutdown takes a toll. Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings. Max Nisen, Bloomberg Opinion biotech and health care columnist, on coronavirus antibodies and the rising covid death rate in the U.S. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on the faltering demand for air travel. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Why Homebuilder Taylor Morrison Just Had Its Best Month Ever
Sheryl Palmer, Chairman and CEO of homebuilder Taylor Morrison, discusses why they just had their best month in company history. Jim Vogel, Executive VP and Interest Rate Strategist for FHN Financial, on what's going on in bond markets. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on going back to school safely, and the implications of the U.S. exiting the WHO. David Katz, CIO of Matrix Advisors, on where he is finding value in the expensive U.S. equity market. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Remdesivir Needs More Trials Before Going All In: MMKCC's Bach
Dr. Peter Bach, Director of Memorial Sloan Kettering’s Center for Health Policy and Outcomes, on his column: "Hospitals Need to Study How Well Remdesivir Works." Alan Crawford, Senior International Government Editor for Bloomberg, discusses his story, "A New World Order for the Coronavirus Era Is Starting to Emerge." Woo Jin Ho, Senior Technology Analyst for Bloomberg Intelligence, discusses Analog Devices buying Maxim for $21 billion, and how this impacts the landscape for chips. Matt Gertken, Geopolitical Strategist at BCA Research, on why Trump needs to side with the Dems and go big on the next round of stimulus. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

SCOTUS Trump Rulings Put Congressional Authority Into Question
Analysis of the Supreme Court's highly anticipated decisions on Trump's financial records with June Grasso, legal analyst and host of Bloomberg Law, and Bloomberg's Kimberly Robinson, Supreme court reporter and editor. Sheila Bair, former Chair of the FDIC, discusses her column: "Banks’ Risks During the Pandemic Aren’t Clear." Davide Scigliuzzo, Bloomberg corporate finance reporter, on how covid-19 is bankrupting American companies at a relentless pace. Richard Rosenblum, Co-Founder and Co-Head of Trading at GSR, discusses the alt-coin boom taking place over bitcoin. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

The Bad Economy Really Is Trump’s Fault: Matt Winkler
Matt Winkler, co-Founder of Bloomberg News and Editor-in-Chief Emeritus, discusses his column: "The Bad Economy Really Is Trump’s Fault." Bess Freedman, CEO of Brown Harris Stevens, on their Manhattan real estate report. Duncan Wood, director of the Wilson Center’s Mexico Institute, on AMLO's visit to the White House, and why a storm is coming for Mexico under USMCA. Clive Gillmore, CEO and group CIO at Mondrian Investment Partners, on opportunities in international markets. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

CalSTRS CIO: Forget Fundamentals, Better Off Owning Whole Market
Chris Ailman, Chief Investment Officer at CalSTRS, on why its time to rebalance your 401ks in the face of a sloppy W recovery. John Gittelsohn, Bloomberg investing and real estate reporter, on U.S. home prices seen falling 6.6% on covid impact. Rob Brown, Managing Director and CEO of North America for Lincoln International, on his outlook for M&A for the rest of the year. Bloomberg's Mark Niquette, corporate influence reporter, and Timothy O'Brien, Senior Opinion columnist, on the surprising recipients of the PPP small business bailout money. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Most Employers Won't Be Covid Testing Returning Workers
Emma Court, health care reporter for Bloomberg, on employers finding covid testing to be more trouble that its worth. Stephen Schork, President of the Schork Group, discusses hitting peak oil demand by the end of the month, and Berkshire Hathaway buying natural gas assets from Dominion Energy. Michael Sonnenfeldt, Chairman of TIGER 21, on how their ultra-wealthy and entrepreneurial members are raising cash. Niall Ferguson, Senior Fellow at Hoover Institution and a Bloomberg Opinion columnist, discusses his column: "China Has Already Declared Cold War on the U.S." Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Job Gains Are A Mirage Until Stimulus Runs Out: LaSalle CEO
Tom Gimbel, CEO of global staffing company LaSalle Network, on what he's seeing on the hiring front. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the data she uses to glean economic insights. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on how we're seeing the impact of reopening too soon. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the lack of market reaction to bad economic news. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Former SBA Head Sees 20-30% of Small Businesses Failing
Karen Mills, Former SBA Administrator and Senior Fellow at Harvard Business School, on the success of the PPP program, and what could help further. Andy Browne, Editorial Director for Bloomberg New Economy, and Jodi Schneider, Senior International Editor in Hong Kong, on China's defiant security crackdown on Hong Kong. Jack Janasiewicz, Senior Vice President, Portfolio Strategist and Manager at Natixis Investment Managers, with insights into the economy and markets. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on auto sales and industry outlook. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

'Inexplicable' Lack of US Response to Russia Bounties: Stavridis
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Taliban Bounties Would Be a New Low for Putin." Brendan Coughlin, Head of Consumer Banking at Citizens Bank, on the rise of digital banking as a result of COVID, and consumer financial health. Hosted by Paul Sweeney and Vonnie Quinn. Wendy Schiller, Chair of Political Science at Brown University, discusses how different current events could impact this year's election. Sam Fazeli, Director of Research: EMEA at Bloomberg Intelligence, on progress in covid vaccines. Hosted by Paul Sweeney and Vonnie Quinn. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

The Upcoming Fiscal Cliffs For Consumers: Deutsche Bank's Slok
Torsten Slok, Chief Economist at Deutsche Bank AG, on the two upcoming fiscal cliffs for consumers. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on covid spread and possibility that the Fed will stop supporting testing. Alison Williams, Senior Banks, Asset Managers, & Payments Analyst for Bloomberg Intelligence, on how banks did on stress tests. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column: "Covid-19 Gives Texas a Reality Check." Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Wall Street Has Failed People of Color, Despite Pledges
Michelle Davis, Bloomberg finance reporter, on why Black employees aren't sure if Wall Street will confront its failures on race. Mark Douglas, CEO of Steelhouse, on the advertiser pause from Facebook. Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on why he took some chips off the table. Dr. David Engelthaler, Director of infectious disease research at TGen and former state epidemiologist for Arizona, on why the virus may not be containable. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Labor Secretary Scalia's 'Double Talk' Is Shocking: Ritholtz
U.S. Labor Secretary Eugene Scalia discusses jobs and reopening with Bloomberg's Alix Steele and Guy Johnson, and Barry Ritholtz, Founder of Ritholtz Wealth Management and host of Masters in Business, reacts to his comments. Krishnan Ramanujam, President: Service Lines at Tata Consulting Services (TCS), on the multiple transformations that clients must go through as covid prompts massive technological change. Tae Kim, Bloomberg Technology columnist, on his column: "Big Tech Isn't the Only Loser in Trump's Visa Freeze." Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Stimulus Has Obscured The Health of Credit Assets: TCW's Rivelle
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why policy response has destroyed information gleaned from markets. Kan Nawaday, former corruption and fraud prosecutor for the US Attorney’s Office in the Southern District of NY and Partner at Venable LLP, discusses Attorney General Barr's Friday night massacre and the loss of DOJ credibility. Stew Leonard, Jr., CEO of Stew Leonard’s Grocery stores, discusses what's happening to food prices. Ethan Powell, CEO of Impact Shares, and Marvin Owens, Senior Director at the NAACP, to discuss the renewed interest in Impact Shares NAACP Minority Empowerment ETF (NYSE Arca: NACP). Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Up To 40% Of NYC Restaurants May Not Come Back
Kate Krader, Food Editor for Bloomberg Pursuits, on how restaurants are opening in NYC, and the dire outlook for restaurants worldwide. Nick Colas, co-Founder of DataTrek Research, on Fed yield curve control, why the S&P may be stuck in neutral, and the election. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Apple's chips and product pipeline, and Trump's hardened immigration ban. Brendan Murray, Bloomberg Trade Tsar, on the outlook for the China trade deal and whether more tariffs are in the works. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

TikTok's Viral Distribution Power Rattles Trump Campaign Rally
Jim Anderson, CEO of SocialFlow, on how teens on TikTok may have derailed Trump's rally attendance. Historian and author Niall Ferguson, Senior Fellow at the Hoover Institution and Bloomberg Opinion columnist, discusses his column: "America Is on the Road to Relapse Not Recovery." Dan Skelly, Head of Market Research and Strategy, Wealth Management at Morgan Stanley, on what's driving the v-shaped recovery. Airbnb CEO Brian Chesky speaks with Bloomberg Technology's Emily Chang on why travel as we know it will never be the same. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Why Millions of People Have Dived Into Day Trading
Jared Dillian, editor and publisher of The Daily Dirtnap and Bloomberg Opinion columnist, "Don't Blame the Fed for Robinhood Trading Blitz." Laura Martin, Senior Media Analyst at Needham & Co., on the hidden value multipliers of Amazon. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on why he's sticking to the secular growth stocks. Lananh Nguyen, Bloomberg finance reporter, discusses her story: "Juneteenth Tests Corporate America’s Pledges to Fight Racism." Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Yale's Roach Sees a Dollar Decline of 35% Over Next 5 Years
Stephen Roach, senior fellow at Yale University and former chairman of Morgan Stanley Asia, discusses his column: "How the Coming Crash in the Dollar Will Unfold." Lisa Shalett, Chief Investment Officer: Wealth Management for Morgan Stanley, on why clients are holding onto cash. Andrew Browne, Editorial Director for Bloomberg New Economy, on how former National Security Advisor John Bolton's book damages Trump's China stance. June Grasso, Legal Analyst and Host of Bloomberg Law, on the Supreme Court decision to stop the Trump Administration from canceling DACA. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Trillions In Stimulus Going Out The Door Without Any Oversight
Laura Davison, Congressional Tax Reporter for Bloomberg, on trillions in stimulus going out unchecked, with watchdogs kept toothless by the Trump Administration. Invesco Chief Global Market Strategist Kristina Hooper discusses how the Fed has decoupled the stock market from the economy. Sam Fazeli, Director of Research, EMEA, Bloomberg Intelligence, on the race for covid vaccines heating up, as well as Lilly's successful breast cancer drug trial. Carl Weinberg, Chief Economist at High Frequency Economics, on the depressed U.S. economy, and the Trump Administration's renewed tariff attack. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Fed Stretches Bounds In Corporate Bond Purchases: BI's Jersey
Market Drivers and earnings with Bloomberg stocks editor Dave Wilson, and Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, previews Fed Chair Jerome Powell's testimony before the Senate Banking Committee. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Elon Musk Takes a Gamble as Insurance Rates Skyrocket
Bloomberg's Jef Feeley, legal reporter, and Katherine Chiglinsky, insurance reporter, to discuss Tesla's new lawsuit shield against coronavirus claims. Chris Ailman, Chief Investment Officer at CalSTERS, on market volatility and the return to risk assets. Greg Stohr, Bloomberg legal reporter, on the Supreme Court decision to protect LGBT workers. Max Nisen, Bloomberg Opinion biotech and health care columnist, on why getting a flu shot this year will help in the battle against covid-19. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Lowering S&P Target to 3,100 By December: Stifel's Bannister
Barry Bannister, Head of Equity Strategy at Stifel, discusses why he's lowering his market forecast. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, discusses how reopenings and U.S. protests are impacting covid spread. Jim Bianco, President and Founder of Bianco Research and Bloomberg Opinion columnist, on his column: "Blame the Fed for the Disconnect in Markets." Bjorn Van Roye, Senior Global Economist for Bloomberg Economics, on how 30% of job losses could stick. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.

Largest NY Hospital System Sees Return of Patients, Surgeries
Michael Dowling, President and CEO of Northwell Health, on how New York State’s largest hospital system is faring as the state begins reopening. Sarah Halzack, Bloomberg Opinion retail columnist, to discuss her column: "Clothing Stores' Devastation Has Only Just Begun." David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on credit spreads and the Fed. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses how the markets are realizing the economic price to pay for poor management of the pandemic. Hosted by Vonnie Quinn and Paul Sweeney.See omnystudio.com/listener for privacy information.

We're Looking At A Secular Shift To Lower Rates: PGIM's Tipp
Robert Tipp, Chief Investment Strategist at PGIM, discusses fixed income markets and Fed stimulus. Jonathan Bernstein, Bloomberg Opinion politics columnist, on his column: "Be Ready for a Long Election Night This Year." Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, on why markets have been so exuberant. Matthew Palazola, Senior Analyst: Property & Casualty Insurance at Bloomberg Intelligence, on insurers being pulled into the epicenter of the pandemic crisis. Hosted by Vonnie Quinn and Paul Sweeney. See omnystudio.com/listener for privacy information.

Why Military Leaders Like Me Are Speaking Out: James Stavridis
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Why Military Leaders Like Me Are Speaking Out." Tara Lachapelle, Bloomberg Opinion media and deals columnist, on dealmaking in the age of covid-19. Dan Ives, Equity Analyst at Wedbush Securities, discusses Apple making its own chips, and why FAANG will get even bigger after covid-19. Mark Klein, President and CEO of Sutter Rock Capital, on the venture capital landscape and rise in online education. Hosted by Vonnie Quinn and Paul Sweeney.See omnystudio.com/listener for privacy information.

Not Much Strategic Sense To An AstraZeneca-Gilead Deal
Bloomberg Opinion's Max Nisen, biotech and health care columnist, and Chris Hughes, deals columnist, on AstraZeneca mulling a bid for Gilead. Bill Smead, CEO and CIO of Smead Capital Management, on buying opportunities created by destruction of economic optimism. Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on debt relief for emerging markets. Peter Kolchinsky, founder and Managing Partner at RA Capital Management, discusses investing in biotech for a vaccine. Hosted by Paul Sweeney and Vonnie Quinn.See omnystudio.com/listener for privacy information.

Troubling Signs Lurk Within Shocking Job Gains: LaSalle CEO
Tom Gimbel, CEO of global staffing company LaSalle Network, dissects the unexpectedly strong jobs report. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the mismatch between economists' estimates and payrolls report. Matt Boesler, Bloomberg Fed reporter, and Dave Wilson, Bloomberg stocks editor, dig through the numbers on the May payrolls report, which shocked markets with an upside surprise. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

A Real Leader Is Needed To Deliver Vital Changes: David McCourt
David McCourt, Founder and CEO of Granahan McCourt Capital and Chairman of National Broadband Ireland, discusses the need for a great leader in times of crisis. Mary Schlangenstein, U.S. Airlines Reporter for Bloomberg, on American Airlines boosting flying 74% on demand rebound. John Chuang, CEO and Co-Founder of Aquent, discusses the gig economy, and whether the pandemic can change protections for gig workers health and benefits. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on the implications of debt relief stalling for poor nations. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Yes, Trump Can Send In The Military But Probably Won't: Feldman
Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, discusses his column: "Can Trump Send In the Military? Probably, Yes." Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Economics, on the second wave of layoffs coming for white-collar workers. Chris Ailman, Chief Investment Officer at CalSTRS Investments, discusses the "ridiculous" amount of Fed stimulus to backstop markets. Timothy O'Brien, senior columnist for Bloomberg Opinion, discusses his column, "Zuckerberg and Facebook Reach a Tipping Point." Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

It's A Borrower's Bond Market, As Amazon Scores Record Low Rates.
Molly Smith, corporate finance reporter for Bloomberg, on why it's a borrower's bond market. John Streur, CEO of Calvert Research and Management, discusses why ending racism in America is a responsibility of corporations. Meltem Demirors, Chief Strategy Officer at CoinShares, to discuss why she disagrees with Goldman’s assessment of both crypto and gold. David Kocieniewski, Bloomberg Businessweek reporter, on private equity firms receiving billion-dollar backdoor hospital bailouts. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Very Worried About 'Powder Keg' Brewing In US: Terrorism Expert Watts
Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent specializing in terrorism, discusses the protests and civil unrest across the U.S. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on China and emerging markets. Iman Brivanlou, Lead Portfolio Manager of TCW High Income Equities and TCW Global REITs, on why now is a good time to enter the REIT segment. Scott Kessler, Global Sector Lead for Technology Media and Telecommunications at Third Bridge, at the sea change that is taking place in the digital and social media advertising space. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Why Fed Yield Curve Control Is Price Fixing: Jim Bianco
Jim Bianco, Founder of Bianco Research, on why markets are more hope than reality. Nathan Sheets, Chief Economist for PGIM Fixed Income, on why he's cautiously optimistic the U.S will avoid long-term damage. Leland Miller, CEO of China Beige Book International, discusses why the China trade deal is on its last legs. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Forty Percent of Bars In U.S. May Not Make It: Ritholtz
Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the grim future for the U.S. bar scene. Cass Sunstein, Bloomberg Opinion columnist and Harvard Law professor, discusses his column, "Twitter Strikes Balance Between Liberty and Lies." Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on why the markets are so positive. Christopher Balding, Associate Professor at Fulbright University in Vietnam and Bloomberg Opinion columnist, discusses the end of Hong Kong independence. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Twitter Faces Slippery Slope With Fact-Checking: SocialFlow CEO
Jim Anderson, CEO of SocialFlow, on Trump threatening to shut down Twitter and social media after receiving a fact-checking label. Robert Kelchen, Associate Professor of Higher Education at Seton Hall University and Janet Lorin, college endowments reporter for Bloomberg, discuss the dire financial landscape for higher education. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, discusses why virus disruption is refining- not redefining- the auto industry. Julia Carlson, Founder and CEO of Financial Freedom Wealth Management Group, discusses retail client sentiment and whether Americans are tapping their 401k's. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Why Online Education Should Come With An Online Price
Cathy O'Neil, mathematician and Bloomberg Opinion columnist, discusses her column, "Covid-19 Will Make Colleges Prove Their Worth." Michael Hirson, Practice Head, China and Northeast Asia, Eurasia Group, on China's strategy with Hong Kong and a vaccine. Josh Lohmeier, Head of North American Investment Grade Credit at Aviva Investors, on credit spreads and bond markets. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses Fed control of the yield curve and the 20-year bond sale. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Why Lockdowns Haven’t Proved They’re Worth the Havoc
Joe Nocera, Bloomberg Opinion columnist, discusses his column: Lockdowns Haven’t Proved They’re Worth the Havoc. Twenty co-founder Jared Allgood, discusses Healthy Together, the contact tracing app deployed by the state of Utah to contain the spread of COVID-19. Yvonne Man, Anchor for Daybreak Asia and Bloomberg Markets: China Open for Bloomberg, and Tom Orlik, Chief Economist for Bloomberg Economics, on the China crackdown on Hong Kong independence. Nick Colas, co-Founder of DataTrek Research, on why more than 30 COVID-damaged companies may get ditched from the S&P. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

China Stock Delisting Threat Is All Bark, No Bite: KraneShares CIO
Brendan Ahern, Chief Investment Officer at KraneShares, on Trump ramping up blame on China and Xi, and the GOP Senate voting to delist China stocks. Donny Dorling, Professor of Geography at Oxford and author of "Slowdown: The End of the Great Acceleration," explains why the pandemic is a wake-up call to the need for a slowdown. Annie Massa, Investing Reporter for Bloomberg, and Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on how the Fed turned to BlackRock for bond buying help in this crisis. Jeff Phlegar, Chairman & CEO, MacKay Shields, discusses how investors are viewing the fiscal and monetary response to the current crisis. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Now Is The Time To Disrupt Your Business Model: Travelocity Founder
Terry Jones, founder of Travelocity and co-founder of Kayak.com, to discuss why now is a good time for company leaders to innovate their business plans. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on bond markets, the Fed, and his current investment outlook. Seema Shah, Director Consumer and Retail Trends at Creditntell, discusses the big retail earnings this week, and trends going forward. Heather Perlberg, private equity reporter for Bloomberg, discusses how private equity is ruining healthcare. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Moderna Vaccine Holds Promise But In Very, VERY Early Days
Max Nisen, Bloomberg Opinion biotech, pharma and health care columnist, discusses why it's still early days for Moderna's virus vaccine. Lisa Knee, co-leader for the national real estate practice at Eisner Amper, on the commercial real estate landscape. Burt Flickinger, Managing Director at Strategic Resource Group, on why J.C. Penney will still be viable after filing for bankruptcy. Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Bank, on banking and small business lending. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

China Mostly Views Trump's Latest Salvo As Empty Rhetoric
Leland Miller, CEO of China Beige Book, discusses renewed China tensions. Jonathan Miller, President and CEO of Miller Samuel, on how coronavirus is impacting coastal, residential real estate. Andreas Kluth, Bloomberg Opinion columnist, discusses his column: "Your Kids May Never Return to Normal Schooling." Kathleen McNamara, Senior Municipal Bond Strategist at UBS Wealth Management, discusses their new muni finance report. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Pandemic Could Create Industries We're Not Yet Aware Of
Dan Black, Senior Fellow at NORC and Professor at the Harris School of Public Policy at the University of Chicago, discussees the future of the U.S. workforce. Andy Browne, Editorial Director for Bloomberg New Economy, on Trump playing the blame game with China. Tal Cohen, Head of US Markets at Nasdaq, discusses the current market environment. Tae Kim, Bloomberg Opinion technology columnist, on why Trump should support Google and Apple's contact tracing app. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Powell’s Dark Tone Designed To Pressure Fiscal Policy: Dutta
Neil Dutta, Head of U.S. Economics at Renaissance Macro Research, on Jay Powell and negative rates. Fran Kinniry, Principal and Global Head of Private Investment at Vanguard, on the benefits of private equity in a volatile market. Linda Kirkpatrick, President of US Issuers at Mastercard, on consumers embracing contactless payments. Mandeep Singh, Senior Tech Industry Analyst at Bloomberg Intelligence, on Uber buying GrubHub. Hosted by Paul Sweeney and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Global Default Rate Hit Could Hit 10% By Year-End: TwentyFour Asset
Mark Holman, CEO Of TwentyFour Asset Management, discusses growing volatility in the fixed income market. "Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the perfect storm in emerging markets. Christopher Condon, U.S. Economy reporter, on the reshaping of the scarred and scared American consumer. Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, discusses Marriott earnings, and how coronavirus is impacting the hospitality sector. See omnystudio.com/listener for privacy information.

Airline Traffic May Not Recover 2019 Levels Until 2025
George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on why airline traffic may not recover. Logan Mohtashami, Senior Loan Officer at AMC Lending and contributor to Housing Wire, on mortgage lenders tightening the screws. Tom Stringer, leader of accounting firm BDO’s US site selection team, on clients having serious discussions about cutting back. Lindsey Piegza, Chief Economist at Stifel, on widespread job losses caused by the shutdown. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Papa John's Just Hired Over 12,000 People: CEO Lynch
Papa John's CEO Rob Lynch discusses earnings, outlook, and how covid-19 has impacted the food delivery business. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on jobless claims and reopening the economy. Randy Schwimmer, head of originations and capital markets at Churchill Asset Management, on what capital markets are waiting on to start the deal making. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the shortfalls in models. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Why Stocks Are Rising While Economy Crashes: Paul Krugman
Nobel Laureate economist Paul Krugman discusses his column on the disconnect between markets and the economy: "Crashing Economy, Rising Stocks: What’s Going On?" Terry Kawaja, CEO and Founder of LUMA Partners, on how the pandemic will change how we consume media. Tara Lachappelle, Bloomberg Opinion media and deals columnist, on Disney results. Shawn Donnan, Senior Trade reporter for Bloomberg, discusses his story: "Layoffs Start Turning From Temporary to Permanent Across America." See omnystudio.com/listener for privacy information.

JPM's Kelly: Expect Another Wave Down In Stock Market
David Kelly, Chief Global Strategist for J.P. Morgan Asset Management, on when the economy will return, and his current investment strategy. Sonali Basak, Bloomberg Wall Street correspondent, on her interview with Bloomberg Opinion columnist Peter Orszag, head of Lazard’s financial advisory practice and a former Obama administration budget chief. Eric Stein, Co-Director of Global Income, Eaton Vance Management, on fixed income markets, the Fed, and his current investment outlook. Eliza Ronalds-Hannon, High Yield and Distressed Credit Reporter for Bloomberg, on Hertz preparing for bankruptcy.See omnystudio.com/listener for privacy information.