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Bloomberg Intelligence

3,442 episodes — Page 36 of 69

China Can't Recover Economy Until Rest Of World Recovers

Leland Miller, CEO of China Beige Book International, discusses their April 2020 special survey gauging the state of China’s economic recovery. Tara Lachapelle, Bloomberg Opinion media and deals columnist, on Berkshire-Hathaway's annual meeting and Warren Buffett's strategy for the company's cash pile. Eddie Perkin, Chief Equity Strategist for Eaton Vance, on the uncertain future for markets. Poonam Goyal, Senior U.S. retail analyst for Bloomberg Intelligence, on J. Crew filing for bankruptcy.See omnystudio.com/listener for privacy information.

May 4, 202022 min

The Fed Should Go Negative: Former Fed President Kocherlakota

Narayana Kocherlakota, former Minneapolis Fed President, Professor of Economics at the University of Rochester, and a Bloomberg Opinion columnist, on why the Fed should go negative. Dan Ives, Equity Analyst at Wedbush Securities, discusses Apple earnings, and the dim outlook for ride-hailing companies. Dr. Anwiti Bahuguna, Senior Portfolio Manager and Head of Multi-Asset Strategy at Columbia Threadneedle Investments, on outlook for the markets and economy. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses Nany Pelosi seeing $1 trillion stimulus for states and cities.See omnystudio.com/listener for privacy information.

May 1, 202026 min

This Market Looks A Lot Like Q2 2008: JPM's Bob Michele

Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC) group, on the Fed stepping into corporate markets. Nathan Sheets, Chief Economist for PGIM Fixed Income, on what the Fed's number one priority should be. Liam Denning, energy, mining and commodity columnist for Bloomberg Opinion, on Tesla earnings and outlook. Laura Martin, Senior Media Analyst at Needham & Co., on Facebook, Alphabet, and the dominance of digital media. Anthony Noto, CEO of online personal finance company SoFi, and former COO of Twitter, on how fintech is stepping in where the government falls short on small business loans.See omnystudio.com/listener for privacy information.

Apr 30, 202029 min

Gilead Virus Treatment Is Promising But No Silver Bullet Yet

Sam Fazeli, Director of Research: EMEA for Bloomberg Intelligence, on Gilead's positive trial for a potential coronavirus treatment. Lisa Shalett, Chief Investment Officer: Wealth Management for Morgan Stanley, discusses why she wants clients to avoid S&P indices and to actively manage stock picks. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Google, Facebook and Big Tech earnings. Brooke Sutherland, Bloomberg Opinion Industrials columnist, on the stark reality for Boeing.See omnystudio.com/listener for privacy information.

Apr 29, 202028 min

Despite All the Noise, PPE Is Only 1% of 3M's Bottom Line

Karen Ubelhart, Senior Industrials analyst for Bloomberg Intelligence, on 3M and Caterpillar earnings. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on why the oil crisis will spill over into midstream companies. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on why he's adding out-of-favor sectors on weakness. Max Nisen, Bloomberg Opinion Health Care columnist, with a coronavirus update, and a look at Big Pharma earnings. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Apr 28, 202033 min

Trump Threatens Post Office As Way To Settle Amazon Score

Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column, "Trump Views Post Office as Way to Settle Scores." Nick Bloom, Economics Professor at Stanford, and senior fellow at the Stanford Institute for Economic Policy Research (SIEPR), discusses his research on the productivity pitfalls of working from home. Tom Orlik, Chief Economist for Bloomberg Economics, on why a $6 trillion recession is an optimistic scenario. James Sinclair, CEO of Enterprise Alumni, an HR tech company, on how companies are mobilizing their entire workforce now - including those that have either left or retired - to prepare for reopening the economy.See omnystudio.com/listener for privacy information.

Apr 27, 202023 min

We're Built For A Time Like This: New York Life CEO

Ted Mathas, Chairman and CEO of New York Life, on how the coronavirus is impacting the insurance industry. Sam Fazeli, Director of Research, EMEA, for Blooomberg Intelligence, on Gilead's drug trial flop, and which companies have the most promising vaccines. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, on oil markets and why many players will go bankrupt. Michael Hirtzer, agriculture reporter for Bloomberg, discusses why some farmers are killing their pigs.See omnystudio.com/listener for privacy information.

Apr 24, 202027 min

Home Health Care Referrals Are Surging: BrightStar Care CEO

Shelly Sun, Founder & CEO of BrightStar Care, discusses the impact of the coronavirus on the home health care business. John Tobin, portfolio manager at Epoch Investment Partners, on why companies should still give dividends. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on markets becoming used to the bad news. Sam Hendel, President of Levin Easterly and Founder of Dataminr, on why he's following the 2008 playbook and how AI is being used in the battle against the coronavirus.See omnystudio.com/listener for privacy information.

Apr 23, 202031 min

I Can't Remember A More Difficult Time For EM: Bill Rhodes

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on why G20 needs to come together to recover the global economy. Everett Millman, Precious Metals Specialist at Gainesville Coins, on impact of the coronavirus on gold and other precious metals. Sameer Samana, Senior Global Market Strategist at Wells Fargo Investment Institute, on markets and the bottoming-out process. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on what Delta's cash burn signals for other airlines.See omnystudio.com/listener for privacy information.

Apr 22, 202031 min

Saudis Go In For The Kill As They Target U.S. Oil Producers

John Kilduff, Founder of Again Capital, on the oil market collapse, and what comes next. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses how the Fed is trying to control the yield curve. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on the mixed bag in emerging markets. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses LIBOR vs SOFR, and the flight to Treasuries.See omnystudio.com/listener for privacy information.

Apr 21, 202027 min

Flattened Curve Doesn't Mean The Dying Is Ending Anytime Soon

Cathy O'Neil, mathematician and Bloomberg Opinion columnist, on how "flattening the curve" is misleading. Vincent Cignarella, Global Macro Strategist for Bloomberg, on how the oil price collapse is impacting global markets. Will Rhind, CEO of GraniteShares, discusses gold as a safe haven.See omnystudio.com/listener for privacy information.

Apr 20, 202023 min

The Pandemic Could End Shareholder Supremacy For Good: Joe Nocera

Joe Nocera, Bloomberg Opinion columnist, discusses his column: Pandemic Could End Shareholder Supremacy for Good. Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank, with his latest market insights. Mark Douglas, CEO of Steelhouse, on why every day is Black Friday for those who can afford it. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at The Conference Board, on the largest index decline in its 60-yr history.See omnystudio.com/listener for privacy information.

Apr 17, 202025 min

Years Before U.S. Gets Full Employment Back: HFE's Weinberg

Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on jobless claims and an economy in freefall. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses how the U.S. economy could change after coronavirus. Sri Natarajan, Bloomberg finance reporter, on Morgan Stanley earnings. Vincent Deluard's, Global Macro Strategist at INTL FCStone, on stagflation. See omnystudio.com/listener for privacy information.

Apr 16, 202024 min

FinTech Is Game Changer For Small Business Relief: Former SBA Head

Karen Mills, Former SBA Administrator and Senior Fellow at Harvard Business School, on the roll-out of the federal small business relief stimulus. David Katz, President and CIO of Matrix Asset Advisors, on stock picks to ride out the storm. Seema Shah, Director Consumer and Retail Trends at Creditntell, discusses dismal retail sales. Alison Williams, Senior Banks Analyst for Bloomberg Intelligence, on bank earnings and outlook.See omnystudio.com/listener for privacy information.

Apr 15, 202031 min

Relief Money Is Flowing Into Small Businesses: ConnectOne CEO

Frank Sorrentino, CEO of ConnectOne Bank (Nasdaq:CNOB), on the rollout of the small business coronavirus relief plan. Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings. John Micklethwait, Editor-In-Chief for Bloomberg News, discusses his column, "The Virus Should Wake Up the West." Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on risks in the credit markets and his current investment strategy.See omnystudio.com/listener for privacy information.

Apr 14, 202026 min

Software Will Be Near-Term Tech Outperformer: Wedbush's Ives

Dan Ives, Equity Analyst at Wedbush Securities, discusses what to expect from tech stock earnings amid the global pandemic. RJ Gallo, Senior Portfolio Manager: Fixed Income at Federated Hermes, on the Fed cushion holding up markets. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on the potential severity of the market downturn. Liam Denning, Energy Columnist for Bloomberg Opinion, discusses why OPEC cuts won’t be enough to cope with the global demand shock.See omnystudio.com/listener for privacy information.

Apr 13, 202027 min

Fed Defies Skeptics With Dynamic Response: BI's Riccadonna

Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on Jay Powell and the Fed's aggressive measures. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the future path of markets. Upwork CEO Hayden Brown discusses the challenges and opportunities U.S. and global businesses face as they transition to an all-remote workforce. Billy House, Bloomberg Congressional reporter, on the showdown brewing between Senators McConnell and Schumer over small business aid.See omnystudio.com/listener for privacy information.

Apr 9, 202025 min

Fed Cannot Cross Red, Dark Line To Support Junk Debt: Booth

Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the Fed, economy and monetary and fiscal policy. Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on his outlook for a U-shaped recovery. Bankrate.com’s chief financial analyst, Greg McBride, discusses their survey: 31% of Americans think the stimulus checks won't sustain them for a month. Tae Kim, Bloomberg Opinion technology columnist, on why concerns for Zoom are overblown.See omnystudio.com/listener for privacy information.

Apr 8, 202026 min

Square Working With Government to Speed Up Small Business Payments

Jim McKelvey, co-Founder of Square and author of THE INNOVATION STACK, discusses the impact of coronavirus on small businesses, and the role of tech companies right now. Maura Murphy, Vice President and co-portfolio manager of the Loomis Sayles Inflation Protected Securities Fund at Loomis, Sayles & Company, on why it's unwise to jump into risk right now. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on his current investment outlook. Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, on Boris Johnson and the UK coronavirus response.See omnystudio.com/listener for privacy information.

Apr 7, 202027 min

Retailers Face Long, Tough Road As Unsold Inventory Builds

James Fallon, Editorial Director of Women's Wear Daily, discusses how the pandemic will forever shape the retail landscape as we know it. Marko Papic, Chief Strategist for Clocktower Group, discusses how markets are embracing hysteria and being too pessimistic. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the muni market risks from strapped states. Kevin Thorpe, Chief Economist and Head of Global Research at Cushman & Wakefield, discusses the projected recovery to commercial real estate from the Covid-19 pandemic.See omnystudio.com/listener for privacy information.

Apr 6, 202030 min

Staffing CEO Sees Unemployment Maxing Out At 13-15%

Tom Gimbel, CEO of global staffing company LaSalle Network, on the unprecedented job losses due to the coronavirus. Dr. Jonathan Gruber, Professor of Economics at MIT, and key architect of both Romneycare and Obamacare, discusses his Washington Post op-ed: "An Enormous Surge in Uninsured Sick People Is Coming. Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on President Trump invoking the Defense Production Act on 3M to make more masks. Tim O’Brien, Senior Columnist for Bloomberg Opinion, discusses his column, "$350 Billion Won’t Save U.S. Small Businesses."See omnystudio.com/listener for privacy information.

Apr 3, 202028 min

Oil Price Could Revisit 1986 Low of $9.75: Stephen Schork

Stephen Schork, President of the Schork Group, discusses why U.S. oil exports may be done for. Cole Smead, President and Portfolio Manager at Smead Capital Management, on seeing one of the greatest stock buying opportunities in the last 50 years. Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Economics, on jobless claims. Andy Browne, Editorial Director for Bloomberg New Economy, on reports that China masked data on coronavirus deaths. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Apr 2, 202030 min

Western Asset Sifting For Opportunities Amid Credit Rubble

Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on opportunities in fixed income. Peter Kenny, Founder of Strategic Board Solutions, on why markets will come back. Bess Freedman, CEO of luxury real estate firm Brown Harris Stevens, Inc., on navigating residential real estate during covid-19. Alex Webb, Bloomberg Opinion technology columnist on why your Amazon delivery will get more expensive. See omnystudio.com/listener for privacy information.

Apr 1, 202029 min

U.S. Recovery Not Likely Until End of Q3: Bart Van Ark

Bart Van Ark, Chief Economist at the Conference Board, on consumer confidence and an update to their U.S. economic forecast for 2020. Julian Lee, Bloomberg oil strategist and Opinion columnist, on oil markets and Trump's call with Putin. Scott Clemons, Chief Investment Strategist for Brown, Brothers Harriman, discusses his current market strategy. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses inflation and Fed stimulus.See omnystudio.com/listener for privacy information.

Mar 31, 202026 min

Commercial Real Estate Set Up For 'Profound' Recovery: MMI CEO

Hessam Nadji, CEO of Marcus and Millichap (NYSE:MMI), on what's happening to commercial real estate as the coronavirus shuts down businesses, retailers and hotels. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on the oil price plunge and the Saudis flooding the market. Greg Hahn, Chief Investment Officer for Winthrop Capital Management, on opportunities in the credit markets. David Welch, Bloomberg Detroit Bureau Chief, discusses GM making ventilators with partner Ventec.See omnystudio.com/listener for privacy information.

Mar 30, 202026 min

Casual Dining Chains Could Lose 75% of Sales: BI's Halen

Michael Halen, Senior Restaurant analyst for Bloomberg Intelligence, on the Covid-19 outlook for North America restaurants. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on emerging markets and the dollar. Adam Levitin, Georgetown Law Professor and former special counsel to the Congressional Oversight Panel of TARP, on how to get money to small businesses fast. Bloomberg stocks editor Dave Wilson, and Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, discuss market drivers and the record 3.3 million jobless claims.See omnystudio.com/listener for privacy information.

Mar 26, 202026 min

Structural Changes To Society Will Reshape Post-Virus Economy

Frances Donald, Managing Director, Chief Economist & Head of Macro Strategy at Manulife Investment Management, on her prognosis for the economy. Dr. Leana Wen, emergency physician, public health professor at George Washington University, and former Health Commissioner for Baltimore, discusses the health impact of President Trump's plan to reopen the economy by Easter. Hans Olsen, CIO of Fiduciary Trust Company in Boston, on seeing the beginning phases of a market bottom. Aaron Dunn, Co-Director of Value Equity Investing and portfolio manager at Eaton Vance, discusses gaming out the other side of the coronavirus impact.See omnystudio.com/listener for privacy information.

Mar 25, 202028 min

Fed Balance Sheet Will Be At $9 Trillion Next Year: BI's Jersey

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the new Fed facilities, and the Fed balance sheet. Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, on today's equity bounce and where the bottom is. Gary Shilling, President of A. Gary Shilling & Co., and a Bloomberg Opinion columnist, discusses his recent column: "A Look at Economies and Markets After Covid-19." Logan Mohtashami, Senior Loan Officer at AMC Lending and contributor to Housing Wire, on the housing market and the mortgage melt-down. Hosted by Lisa Abramowicz and Paul SweeneySee omnystudio.com/listener for privacy information.

Mar 24, 202029 min

American Consumers Weakening Even Before Virus: DB's Slok

Torsten Slok, Deutsche Bank Chief Economist, on the severe recession to come. Michael McKee, International Economics & Policy Correspondent for Bloomberg, on the Fed signalling unlimited QE for companies and municipalities. Kit Juckes, Global Fixed Income Strategist for Societe Generale, discusses the mad scramble for dollars. Michael Sonnenfeldt, Chairman of TIGER 21, on how their ultra-wealthy and entrepreneurial members are navigating the coronavirus to preserve wealth.See omnystudio.com/listener for privacy information.

Mar 23, 202025 min

Want Ventilators? Roll Back Trump's Tariffs

Brooke Sutherland, Bloomberg Opinion industrials columnist, on her new column: "Want Ventilators? Roll Back Trump’s Tariffs." Meghan L. O’Sullivan, Professor of International Affairs at Harvard’s Kennedy School, former National Security Council advisor, and a Bloomberg Opinion columnist, discusses the oil market plunge, and the Russia-Saudi relationship. Peter Andersen, Founder of Andersen Capital Management, LLC, on how to keep sane in the market sell-off. Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, and Bloomberg stocks editor Dave Wilson, discuss the Fed enhancing swap lines with central banks, and today's market drivers.See omnystudio.com/listener for privacy information.

Mar 20, 202025 min

ETFs Provided Key Liquidity Amid Turmoil: BlackRock's Cohen

Samara Cohen, Head of iShares Global Markets at BlackRock, on what’s happening in the ETF trading complex. Bart Van Ark, Chief Economist at the Conference Board, on the February Leading Economic Index, and outlook for the U.S. economy. Steven Dennis, Bloomberg Senate reporter, on the Senate passage of the House coronavirus bill, and other legislation ahead. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on why a Fed intervention in corporate bonds could be effective.See omnystudio.com/listener for privacy information.

Mar 19, 202034 min

Dysfunctional Bond-Market May Be Worse Than 2008

Jim Bianco, President and Founder of Bianco Research, discusses the dysfunction in credit markets. Tom McGee, President and Chief Executive Officer of the International Council of Shopping Centers (ICSC), on shopping-center owners urging Trump to provide relief. Josh Wingrove, Bloomberg White House reporter, discusses the border shutdown with Canada. Dr. Paul Goepfert, professor in the Division of Infectious Diseases at the University of Alabama, Birmingham and also Director of the Alabama Vaccine Research Clinic, on the outlook for coronavirus infection in the U.S. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Mar 18, 202027 min

Only Way To Defeat Virus Is To Self-Isolate: Former Medicare Head

Andy Slavitt, Former Acting Administrator for Medicare and Medicaid Services, on asking Americans to stay home, and upcoming strain on the U.S. health care system. Peter Tchir, Head of Macro Strategies at Academy Securities, on why he would put a little risk on. Gaurang Shastri, Managing Director and Head of Lincoln Internationals’ North American Logistics & Transportation, on impact of coronavirus on ports and supply chains. Max Nisen, Bloomberg Opinion health care columnist, on the coronavirus hospitalization rate.See omnystudio.com/listener for privacy information.

Mar 17, 202024 min

Why Banks Must Lend To Those People They Normally Wouldn't

Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on the monetary and fiscal response to the coronavirus. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses markets, bottom for tech, and changes to consumer behavior. Max Nisen, Bloomberg Opinion health care columnist, with a coronavirus testing update.See omnystudio.com/listener for privacy information.

Mar 16, 202020 min

People Made Bad Bets, And Now They Need Cash To Cover It

Steve Blitz, Chief U.S Economist at TS Lombard, on central banks and the Fed QE plan. Marian Harkin, Irish Parliament member and former member of the European Parliament, on how Ireland is managing the coronavirus crisis, and European stimulus. Max Nisen, Bloomberg Opinion health care columnist, on the U.S. coronavirus failure. Scott Soshnick, Bloomberg sports columnist, discusses the near-shutdown of U.S. sports.See omnystudio.com/listener for privacy information.

Mar 13, 202027 min

NBA Suspension Costs Lebron James $404K Per Game

Scott Soshnick, Bloomberg sports columnist, on the NBA suspending their season. Welles Fitzpatrick, Managing Director, E&P Research at SunTrust Robinson Humphrey, discusses oil markets and the credit risk in the U.S. shale patch. Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic advisor to President Clinton, on why he's pessimistic on the global economy. Sri Natarajan, Bloomberg finance reporter, on the swath of big companies maxing out credit lines, grabbing cash before it can disappear. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Mar 12, 202023 min

Markets Tanking On Leadership Deficit In Washington: Schenker

Marty Schenker, Chief Content Officer for Bloomberg, on how markets are reacting to the Trump Administration's coronavirus response. Bill Smead, CEO and CIO of Smead Capital Management, on why investors need to take the long view on equities. Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on why retail investors are more resilient today. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, on the Saudi strategy and Russia targeting U.S. shale. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Mar 11, 202027 min

Saudi Pricing Power To Trigger Shale Patch Carnage

John Kilduff, Founding Partner of Again Capital, on the collapse in oil price. Susan DeVore, CEO of Premier, Inc. (Nasdaq: PINC), discusses health care and medical supply issues surrounding the coronavirus. Ferdinando Giugliano, Bloomberg Opinion editor, discusses his column, "Italy's Lockdown Tests Democracy's Limits." David Katz, President and CIO of Matrix Asset Advisors, on why these stocks will weather the storm. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Mar 10, 202026 min

Stocks Plunge Amid Oil Shock

Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist and Kristina Hooper, Invesco Chief Global Market Strategist in studio talk about the plunge in stock and oil prices.See omnystudio.com/listener for privacy information.

Mar 9, 202018 min

PGIM Is Selectively Buying Dip In Credit: Collins (Podcast)

Mike Collins, Managing Director and Senior Portfolio Manager at PGIM Fixed Income, and Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Intelligence, discuss jobs, the economy, and bond markets. Julian Lee, Bloomberg oil strategist in London, discusses the OPEC meeting. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses jobs data and the Dem race. Robert Kahn, Director, Global Strategy and Global Macro at Eurasia Group, on the three economic scenarios for the coronavirus. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Mar 6, 202038 min

OPEC Can't Fix Oil Demand Destruction: KPMG's Mayor

Regina Mayor, Global Energy Head at KPMG, on the OPEC meeting and oil markets. Nick Colas, co-Founder of DataTrek Research, on markets and whether investors should be buying the dips. Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on why the Fed made the wrong move. Brendan Case, Industrial, Aerospace and Chemicals Team Leader for Bloomberg, discusses the airlines rout. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Mar 5, 202026 min

Don't Refinance Your House Just Yet, Rates Going Lower

Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, and Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on the Fed, economy and emerging markets. Shelly Banjo, Asia tech reporter for Bloomberg, on life in Hong Kong during the coronavirus. Rick Davis, Partner at Stonecourt Capital and Bloomberg politics contributor, on Super Tuesday results. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Mar 4, 202021 min

Fed Did Exactly What They Needed To Do: JPM's Michele

Jim Michele, Chief Investment Officer at JP Morgan Asset Management, on why the Fed made the appropriate move. Dan Skelly, Head of Market Research and Strategy, Wealth Management at Morgan Stanley, reacts to the Fed rate cut. Jim Bianco, President and Founder of Bianco Research and Bloomberg Opinion contributor, discusses why the Fed rate cut is better late than never. Hosted by Lisa Abramowicz, Jonathan Ferro, and Tom Keene. (Host Paul Sweeney out.) See omnystudio.com/listener for privacy information.

Mar 3, 202031 min

China Beige Book: Could See China Growth Under 2%

Leland Miller, CEO of China Beige Book International, on their new quarterly report and China's manufacturing drop. Brooke Sutherland, Bloomberg Opinion industrials columnist, discusses Boeing's new gamble, and the continued struggle for manufacturers. RJ Gallo, Senior Portfolio Manager: Fixed Income at Federated Hermes, on bond markets, the Fed, and current investment outlook. Wendy Schiller, Chair of Political Science at Brown University, discusses the South Carolina primary and the path forward. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Mar 2, 202025 min

PGIM's Tipp: Virus Won't Likely Send US To Recession

Robert Tipp, Chief Investment Strategist at PGIM Fixed Income, on potential Fed rate cuts and current investment outlook. Dr. Phil Chan, CEO of CytoSorbents (NASDAQ: CTSO), discusses the medical issues surrounding the coronavirus threat, and their technology that can treat compromised immune systems. Michael Tiedemann, CEO of Tiedemann Advisors, on how they’re advising clients in the sell-off. Brian Chappatta on his column: "Bond Traders See Fed Facing All-or-Nothing Call." Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Feb 28, 202025 min

Don't See More Than 50bp Emergency Cut: Amundi's Todd

Christine Todd, Senior Managing Director & Head of U.S. Fixed Income at Amundi Pioneer, discusses how she's playing the sell-off. Ben Holland, Political economy editor for Bloomberg, on how the bond market is saying Bernie Sanders' numbers don’t need to add up. Austin Carr, Bloomberg technology reporter, and Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, discuss Xerox and HP's $35 billion fight over ink cartridges. Rice University health care economist Vivian Ho, Chair in Health Economics at the Baker Institute, and Director at the Center for Health and Biosciences, discusses the economics and U.S. preparedness for the coronavirus. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Feb 27, 202025 min

Market Favors Investors Willing To Accept Equity Risk

Patrick Chovanec, Economic Adviser at Silvercrest Asset Management, on how investors should be looking at the coronavirus. Tara Lachapelle, Entertainment, Telecom & Deals Columnist for Bloomberg Opinion, on longtime Disney CEO Bob Iger handing the reins to Bob Chapek. Luke Kawa, Bloomberg cross-asset reporter, on how Reddit's "greedy, profane" traders are shaking up the stock market. Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations, and Senior Advisor at Exante Data, on how the coronavirus is impacting global money flows. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Feb 26, 202028 min

Fed Should Cut Rates Now: Narayana Kocherlakota

Narayana Kocherlakota, former Minneapolis Fed President and Bloomberg Opinion columnist, discusses why the Fed shouldn't wait to cut interest rates. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on his current investment outlook and whether he's buying the dip. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses the vulnerability of the 2020 U.S. presidential campaigns and election. Craig Johnson, President of Customer Growth Partners, on Home Depot, Macy's and how the coronavirus has impacted the retail forecast for 2020. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Feb 25, 202032 min

Rekindled China Trade Uncertainty Amps Flight To Gold

Everett Millman, Precious Metals Specialist at Gainesville Coins, on the flight to gold. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses Bernie Sanders' decisive Vegas win and the possibility of a brokered convention. Ferdinando Giugliano, Bloomberg Opinion Editor in Milan, on the coronavirus outbreak in Italy. Brendan Ahern, Chief Investment Officer for KraneShares, on how mainland China investors are stepping in to buy. Hosted by Lisa Abramowicz and Paul SweeneySee omnystudio.com/listener for privacy information.

Feb 24, 202028 min

GeoQuant Model Predicts Trump Wins In Bernie Matchup

Mark Rosenberg, founder and CEO of GeoQuant, discusses political risk and what their model says about the 2020 election. Ben Emons, Managing Director: Global Macro Strategy at Medley Global Advisors, on why the decline in bond yields could be good for stocks. Tara Lachapelle, Bloomberg Opinion columnist, discusses what investors will be looking for in Berkshire Hathaway's annual letter. Tom Orlik, Chief Economist for Bloomberg Economics, discusses how the coronavirus is threatening global growth.See omnystudio.com/listener for privacy information.

Feb 21, 202029 min