
Bloomberg Intelligence
3,408 episodes — Page 36 of 69

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Facebook Had Profound Role In Enabling Trump: McNamee
Tech venture capitalist Roger McNamee, Founder of Elevation Partners and author of "ZUCKED: Waking Up to the Facebook Catastrophe," discusses Facebook's political ad policy. Laura Davison, Bloomberg congressional tax reporter, compares the different corporate tax proposals of the leading Dem candidates. Dave Ellison, portfolio manager of the Hennessy Small Cap and Large Cap Financial Funds, discusses his outlook for the financial sector. Ben Mendoza, Founder of Beatchain, discusses intel and insights about the entertainment and tech industries. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Markets Expect Mid-Year Snapback From Coronavirus
Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, on why markets seem so complacent about the coronavirus. Burt Flickinger, Managing Director at Strategic Resource Group, discusses Walmart stumbling on softer than expected holiday sales and lowered forecast. Annie Massa, Bloomberg investing reporter, on Franklin Templeton buying Legg Mason to create a $1.5 trillion active-management investing giant. Seventh Generation CEO Joey Bergstein discusses why corporate American needs to take charge in the climate crisis. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

We Actually Can't Afford To Have Higher Rates: Axel Merk
Axel Merk, President and Chief Investment Officer of Merk Investments, on whether markets are underestimating risks in the market. Tara Lachapelle, Entertainment, Telecom & Deals Columnist for Bloomberg Opinion, discusses how U.S. states will try to kill harmful mergers if regulators don't. Anurag Rana, Senior Software & IT Analyst for Bloomberg Intelligence, on why the JEDI contract block won't hurt Microsoft's fundamental cloud strength. Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, discusses the global economic gauges of coronavirus risk. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

We're Arming The Rebels Of Amazon: Shopify COO
Harley Finkelstein, Chief Operating Officer at Shopify, on earnings and outlook. Tuna Amobi, Industry Analyst at CFRA Research, discusses downgrading the view on several major casino and cruise line names due to coronavirus exposure. Steve Wagner, global managing director of Decision Analytics for Experian, discusses how businesses are impacted by risks and threats of identity fraud. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on Tesla's new stock offering. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Why Bernie Sanders May Be Best For Stock Market: Kaissar
Nir Kaissar, Founder of Unison Advisors and Bloomberg Opinion columnist, on why Bernie Sanders would be the best candidate for the U.S. stock market. Paul Brain, Head of Fixed Income for Newton Investment Management Ltd., discusses all things fixed income: global bonds, monetary policy, central banks, and green bonds. Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, discusses his column: "Trump Has Hijacked Roger Stone’s Sentencing." Chris McCann, CEO of 1-800-FLOWERS.COM, Inc., to discuss Valentine’s Day business, online retail, and delivery. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Apple's Low-Cost iPhone Rollout At Risk From Virus
John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on the "coronavirus nightmare" for Apple and global electronics. Scott Clemons, Chief Investment Strategist at Brown Brothers Harriman, discusses his current investment outlook. Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute, discusses the impact of Trump's retaliation on national security, including the Global Entry ban on NY and the firing of witnesses. Debbie Azar, President and Co-Founder of Gemological Science International (GSI), on diamond trends. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

The World Isn’t Ready For The Next Global Virus Outbreak (Podcast)
Robert Langreth, Bloomberg health care reporter, on Man vs. Microbe. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on Credit Suisse ousting CEO Thiam in a boardroom clash. Tom Gimbel, CEO of global staffing company LaSalle Network, on how the job market is still seeing high demand. Mary Schlangenstein, U.S. Airlines reporter for Bloomberg, on JetBlue Founder Neeleman’s new low-cost airline, Breeze Airways.See omnystudio.com/listener for privacy information.

Coronavirus Won't Be The Thing To Cause A Recession
Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on what's driving markets. Ramesh Ponnuru, Senior Editor at the National Review and a Bloomberg Opinion columnist, discusses Trump's acquittal and the Democratic race. Brad Stone, Senior Executive Editor of Global Tech and Bloomberg Businessweek writer, on tech earnings, IPOs, and regulation of Big Media Tech. Chris Edwards, Director of Tax Policy Studies at The Cato Institute and editor of DownsizingGovernment.org, on how we are marching into a fiscal crisis. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

The Chemicals in America's Drinking Water Are A Crisis
Author and activist Seth Siegel discusses his latest book, "Troubled Water: What's Wrong with What We Drink," and how utility consolidation may solve the drinking water crisis. Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Vanguard's new private equity fund. Lanhee Chen, Research Fellow at the Hoover Institution, and former adviser to Mitt Romney and Marco Rubio, on the State of the Union, impeachment, and the Iowa mess. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

At Peak Of Streaming Wars in 2020: LUMA's Kawaja
Terence Kawaja, Founder & CEO, LUMA Partners Investment Banking, on the streaming wars. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on credit markets and his current investment strategy. John Chachas, Managing Partner at Methuselah Advisors, on the destruction of the newspaper industry by the digital economy. John Authers, Senior Editor for Bloomberg Markets and Bloomberg Opinion columnist, on what's driving U.S. equities. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

China Sell-Off Is Buying Opportunity: KraneShares CIO
Brendan Ahern, Chief Investment Officer at Kraneshares, on China markets sinking and whether it's a buying opportunity. Rania Sedhom, Managing Partner of Sedhom Law Group, on how luxury goods are impacted by counterfeiting at Amazon and other online retailers. Noah Feldman, Harvard Law Professor who testified at the House Impeachment trial, and Bloomberg Opinion columnist, discusses how the GOP Senate has condoned future election interference. Vincent Deluard, Global Macro Strategist for INTL FCStone (NASDAQ: INTL), discusses his global macro outlook and the theme of the year: reflation. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

When WHO Sounds The Alarm, History Shows It's Time To Dip In
David Dietze Chief Investment Strategist at Point View Wealth Management, on markets and investing. Regina Mayor, Global Energy Head at KPMG, on Big Oil earnings and how the coronavirus is impacting oil markets. Christopher Wolfe, Chief Investment Officer for First Republic Private Wealth Management, on his current investment outlook, Brexit and the global economy. Karen Ubelhart, Senior Industrial Analyst for Bloomberg Intelligence, on Caterpillar earnings.See omnystudio.com/listener for privacy information.

Microsoft Is One of Best Tech Turnarounds In Last 20 Years
Dan Ives, Equity Analyst at Wedbush Securities, discusses Tesla, Microsoft and Facebook. Ryan Sullivan, Senior Vice President of Global Exchange Traded Fund Services at Brown Brothers Harriman, on their annual global ETF survey. Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on markets and the retail consumer. Will Rhind, CEO of GraniteShares, discusses gold and precious metals in favor as geopolitical risks heat up. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Industrial Recession In The U.S. Is Not Over: Booth
Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed and a Bloomberg Opinion contributor, discusses the economy and what to expect from the Fed. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Apple and Big Tech media earnings. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the Fed, the yield curve, and currencies. Stephanie Flanders, Senior Executive Editor for Bloomberg Economics and former Advisor to US Treasury Secretary Lawrence Summers, on the global economy. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

'Missing Inflation' Is Seen In Asset Prices: Shalett
Lisa Shalett, Chief Investment Officer, Wealth Management for Morgan Stanley, discusses her investment outlook and strategy. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, to preview Apple earnings and discuss how the coronavirus is hitting supply chains. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on Xi Jinping's response to the coronavirus. John Kilduff, Founder of Again Capital, on the big risk to oil markets from the coronavirus. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Stock Buying Opportunity Isn't Here Yet: Hugh Johnson
Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on how investors should react to the increasing risk-off sentiment. Drew Armstrong, Team Leader for U.S. Health Care at Bloomberg, on containing the coronavirus. Rosabeth Moss Kanter, thought leader and Professor at Harvard Business School, discusses her new book, "Think Outside the Building: How Advanced Leaders Can Change the World One Smart Innovation at a Time." Richard Chambers, President and CEO of The Institute of Internal Auditors (The IIA) to discuss corporate governance concerns surrounding Boeing, the Business Roundtable, and others. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Penn Mutual Is Selling HY Bonds, Opting for IG: CIO
Mark Heppenstall, CIO of Penn Mutual Asset Management, discusses his current investment outlook and opportunities in the bond market. Tom Gearing, CEO of Cult Wines Asset Management, on how Trump's tariff threats to the EU are impacting the wine market. Justin Sink, Bloomberg White House correspondent, on how the White House silence on the Bezos hack shows the risks of close ties to the Saudi Prince. Mark Luschini, Chief Investment Strategist at Janney Montgomery Scott, to discuss the firm's 2020 Outlook. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Minsky Moment Is Real Possibility: Economist Bob Barbera
John Authers, Senior Editor for Bloomberg Markets, and economist Bob Barbera, Professor at Johns Hopkins University, discuss why a Minsky moment may be looming. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of Masters of Business, discusses why BlackRock's ESG mission can't be executed. Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing. Phil Brendel, Senior Credit Analyst for Bloomberg Intelligence, on PG&E reaching settlement with creditors but still facing block from Governor Newsom. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

UN Draws Line Linking Khashoggi Murder To Bezos Hack
Greg Farrell, investigative legal reporter for Bloomberg, on the Saudi Crown Prince implicated in the hack of Jeff Bezos' phone. Tom Orlik, Chief Economist for Bloomberg Economics, on the economic risks of the new coronavirus in China. Doug Duncan, Chief Economist at Fannie Mae, on housing data and the housing market outlook for 2020. Wendy Schiller, Chair of Political Science at Brown University, on the Senate impeachment trial of President Trump. Hosted by with Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Everyone Still Chasing Netflix For International Subs
Tara Lachapelle, Bloomberg Opinion media columnist, previews Netflix earnings and discusses Comcast's business model for its streaming service. Bob Mintz, Former Federal Prosecutor and Partner at McCarter & English, LLP, on what to expect from the Senate impeachment trial of President Trump. John Authers, Senior Markets Editor for Bloomberg, on the risks of private equity. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the 20 year bond. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

U.S. Shale Patch Is No Longer A Growth Market
Simon Casey, Energy Americas Team Leader for Bloomberg, on Shlumberger shrinking its shale business, and what that says about peak shale. Charly Weinstein, CEO of Eisner Amper, on what business leaders are forecasting for 2020. Michael Tiedemann, CEO of Tiedemann Advisors, on how they’re advising clients allocate their portfolios in 2020. Ted Smith, Co-Founder and President of Union Square Advisors, discusses their 2020 outlook on tech M&A activity and the IPO landscape. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Why Massive Growth In Private Markets Will Continue
Kelly Rodriques, CEO of Forge, on the growth of private markets and direct public offerings in 2020. Burt Flickinger, Managing Director for Strategic Resource Group, on retail sales and what this forecasts for 2020. Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute, discusses the revelations from indicted Giuliani associate Lev Parnas, and the GAO ruling that the White House Ukraine freeze violated the law. Juan Carlos Artigas, Director of Research at the World Gold Council, on their 2020 Gold outlook. Hosted by Lisa Abramowicz and Paul Sweeney.Samara LengaSee omnystudio.com/listener for privacy information.

Phase 1 Trade Deal Is Just The Beginning: Leland Miller
Leland Miller, CEO of China Beige Book International, and Andy Browne, editorial director of the New Economy Forum, on the signing of the Phase 1 China trade deal. Sal Gilbertie, President, CIO and co-Founder of Teucrium Trading, LLC, discusses their Phase 1 Chinese Trade Agricultural import estimates. Jen Bartashus, Senior U.S. Retail, Staples & Restaurants Analyst for Bloomberg Intelligence, on Target missing sales estimates. Hosted by Lisa Abramowicz and Paul Sweeney.Samara LengaSee omnystudio.com/listener for privacy information.

Consumers Are Really Driving Banking Industry: Leon
Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings. Mark Gilbert, Bloomberg Opinion columnist covering asset management, discusses his column,"BlackRock's Climate Activism Has a Passive Problem." Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on the U.S. Treasury removing the currency manipulator label from China. Jessica Herrin, CEO and Founder of Stella & Dot, on the company's "sales ambassador" business model and company outlook. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Machines Are Replacing Wall Street's Bonus Culture
Lananh Nguyen, finance reporter for Bloomberg, on the end of the bonus culture on Wall Street. Rick Helfenbein, former Chairman, President & CEO of the American Apparel & Footwear Association, on why the Phase 1 China trade deal is bad for retailers. Kristina Hooper, Chief Market Strategist at Invesco, on how the accommodative central banking environment will boost 2020 investing. Don Steinbrugge, Founder and CEO of Agecroft Partners, LLC, discusses the shifting nature of hedge funds. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Oil Pressure Is To The Downside, Ex-Iran: Kilduff
John Kilduff, Founding Partner of Again Capital, on oil markets and Iran. Bart Van Ark, Chief Economist at the Conference Board, on their new Global CEO survey, and why wages remain stagnant. Alex Webb, Bloomberg Opinion technology columnist, on his column, "The Great Food-Delivery Fight Arrives in the U.S." Patrik Jonsson, President of Lilly Bio-Medicines, on acquiring Dermira for $1.1 billion, the maker of an experimental treatment for dermatitis. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Former CIA Ops Chief: Trump's Iran Strike Was Big Win
Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the Iran situation. Sandy Cockrell, Global CFO Program Leader at Deloitte, on their quarterly CFO Signals survey, a temperature check of Fortune 500 CFOs. Joe Nocera, Bloomberg Opinion columnist, will discuss his column: "Carlos Ghosn Strikes Back, and Nissan Should Beware." Poonam Goyal, Senior Retail analyst for Bloomberg Intelligence, on disappointing holiday sales from department stores. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Don't See Oil North of $70 Without Escalation: Kamel
Ayham Kamel, Practice Head, Middle East & North Africa at Eurasia Group, on Iran and oil markets. Scott Wren, Senior Global Market Strategist, Wells Fargo Investment Institute, on markets and geopolitical risks. Justin Fox, Bloomberg Opinion columnist, discusses his column: "Lots of American Teens Are Still Shunning Cars." Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses Trump's impeachment and the Iran conflict. Hosted by Lisa Abramowicz and Paul Sweeney.Samara LengaSee omnystudio.com/listener for privacy information.

Iran Tensions Firm Up Bullish Picture For Crude
Welles Fitzpatrick, Managing Director: E&P Research at SunTrust Robinson Humphrey, discusses how the Iran escalation will impact E&P stocks. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, and David Wainer, Bloomberg International government reporter, react to Secretary of State Mike Pompeo's press conference and the escalation with Iran. Jim Bianco, President and Founder of Bianco Research, discusses his column: Central Banks Are the Biggest Risk to the Economy. Jenny Surane, Bloomberg finance reporter, on how "massively under-prepared" gas stations face credit card turmoil. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Oil Markets Say Full-Blown War With Iran Is Unlikely
Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discuss oil markets as Trump threatens sanctions on Iraq. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, on why he's bullish on U.S. small caps and large cap value stocks. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on why he's positive on EM for 2020. Alan Katz, Financial Investigations Team Leader for Bloomberg in Paris, on ex-Nissan boss Carlos Ghosn's escape from Japan to Lebanon. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Soleimani Death Limits Iran's Options, 2020 Economic and Retail Outlooks
Peter Tchir, Head of Macro Strategy at Academy Securities, and Academy Securities Advisory Board Member Retired Marine Lieutenant General Robert Walsh discuss the market and geopolitical impact of the U.S. airstrike in Iran that killed one of Iran’s most powerful generals. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence and former adviser to the Dallas Fed, discusses her economic outlook including thoughts on oil, the Fed and employment. Craig Johnson, President of Customer Growth Partners, has a recap of holiday retail sales and his outlook for 2020. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, explains whether or not we're in a "new" bull market.Hosts: Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

2020 Global Outlook, Six Word Market Narratives
Torsten Slok, Chief Economist at Deutsche Bank Securities, shares his 2020 outlook for markets and the global economy. He says when the Fed expands it balance sheet 1% the S&P goes up approximately 1% as well. Nick Colas, Co-Founder of DataTrek Research, breaks down the market narratives from 2018 and 2019 and what the narrative will be for 2020. Ronan Crosson, Head of Data Analytics at Eagle Alpha, discusses the escalating streaming wars and why he sees Netflix as an early leader. Steve Grobman, CTO at McAfee, discusses the biggest cybersecurity threats and trends to watch as we move into 2020. He identifies technologies that have been useful in stopping robocalls. Hosts: Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

2020 Outlook for Currencies, and Commodities (Podcast)
Dr. Win Thin, Global Head of Currency Strategy for Brown Brothers Harriman, discusses global currencies and what to expect from the dollar in 2020. Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, breaks down the December Consumer Confidence Index. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, shares his year-end outlook on gold and oil.; Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Why China's Economy Is Best Revealed Through Credit Markets
Shehzad Qazi, Managing Director at China Beige Book International, on rising debt in China's economy. Matt Desch, CEO of Iridium, on the satellite landscape, Apple's foray, and the current outlook. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on credit markets and his current investment strategy. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on what 2020 holds for bitcoin and commodities. Hosted by Lisa Abramowicz and Paul Sweeney.Samara LengaSee omnystudio.com/listener for privacy information.