
Bloomberg Intelligence
3,442 episodes — Page 37 of 69

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.

Big Banks' Announced Job Cuts Don't Match The Reality
Yalman Onaran, Senior Finance writer for Bloomberg, on the reality of Big Bank job cuts. Jim Vogel, Interest Rate Strategist for FTN Financial, on global market outlook, and why EM could benefit in 2020. Tara Lachapelle, Bloomberg Opinion media columnist, discusses her column, "What a Decade of Netflix Did to Hollywood." Logan Mohtashami, Senior Loan Officer at AMC Lending Group, on the housing market. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Top Market Worries Are Behind Us: State Street's Loh
Marvin Loh Senior Global Macro Strategist for State Street, on why he's bullish on risk assets heading into 2020. Dan Ives, Equity Analyst at Wedbush Securities, discusses the pivotal year ahead for Tesla and why he's raising his price target. Mike Halen, Senior Restaurant Analyst for Bloomberg Intelligence, on why North America restaurants face a tough year. Dr. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discuss oil markets and what to expect in 2020. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Admiral Stavridis: It's Good Time For The Space Force
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on his column, "May the (Space) Force Be With You." Shira Ovide, Bloomberg Opinion technology columnist, on ByteDance said to weigh TikTok stake sale over U.S. security concerns, and Uber's Travis Kalanick departing the board. Denise Krisko, President of Vident Investment Advisory (VIA), on active ETFs to be on the rise in 2020. Sri Natarajan, Bloomberg finance reporter, on China's plans to create 'aircraft carrier-sized" rivals to take on Wall Street giants like Goldman. Hosted by Lisa Abramowicz and Paul Sweeney (Carol Massar fills in for Lisa).See omnystudio.com/listener for privacy information.

DraftKings Going Public As Legalization Fuels Growth
Jason Robins, CEO of DraftKings, discusses going public in a sale that the company says will give it a market value of around $3.3 billion. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Boeing ousting CEO Muilenburg over the Max crisis. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses the 5 areas investors should take into account to navigate 2020. Bloomberg Intelligence fanboys Eric Balchunas and Ira Jersey discuss the box office and merchandising prospects for the latest Star Wars franchise film, "Skywalker." Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Apple Eyes Satellites As Way To Beam Data To Devices
Shira Ovide, Bloomberg Opinion technology columnist, on Apple exploring satellites to beam data directly to devices. Peter Kenney, Founder of Strategic Board Solutions, on markets and tailwinds. Julia Attwood, Head of Advanced Materials at BloombergNEF, to discuss how the world is facing a trash glut after China ban. James Fallon, Editorial Director of Women's Wear Daily, discusses holiday retail and consumer spending. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Debt Capital Will Flow Into Cannabis: Canaccord CEO
Dan Daviau, CEO of Canaccord Genuity, talks about his outlook for 2020 for markets and beaten down cannabis sector. Vincent Deluard, Global Macro Strategist for INTL FCStone (NASDAQ: INTL), discusses his latest report, "Six Reasons for EM Outperformance in 2020. Max Nisen, Bloomberg Opinion health care columnist, on Obamacare in jeopardy after a federal court struck down the Obamacare individual mandate. Seema Shah, Director Consumer and Retail Trends at Creditntell, with a holiday retail preview. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

The Death Bell Is Tolling For Small Private Colleges
Amanda Albright, municipal bond reporter for Bloomberg, on the death bell tolling for private colleges. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the impeachment of President Trump. Satish Jindel, President of SJ Consulting, on Fedex plunging after cutting its profit forecast. Jeff Burger, Senior Portfolio Manager for U.S. Municipal Bond strategies at Mellon Investments, on record flows and 2020 outlook. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Trump's Bi-Lat Trade Strategy Failed With China Deal
Anne Stevenson-Yang, Co-Founder and Research Director at J Capital Research, and a Bloomberg Opinion contributor, on why the China trade deal is full of hot air. Nick Colas, co-Founder of DataTrek Research, discusses the divergence in FAANG stocks and S&P over past 5 years. Marcus Ashworth, Bloomberg Opinion European markets columnist, on the pound sell-off following Boris Johnson's 2020 Brexit pledge. Karen Davies, Managing Director Sponsor Finance Group, Huntington National Bank, with her 2020 M&A forecast.See omnystudio.com/listener for privacy information.

Tech Poised For 5-7% Year-End Rally: Wedbush's Ives
Dan Ives, Equity Analyst at Wedbush Securities, discusses why the China trade deal removes $160 billion dark cloud from tech stocks. Marian Harkin, former member of the European Parliament and of the Irish Parliament, on what Boris Johnson's election means for Brexit and the EU. Lindsey Piegza, Chief Economist at Stifel, on red flags in the U.S. economy. Kit Konolige, Senior Industrials and Utilities Analyst for Bloomberg Intelligence, on PG&E sinking after California rejects restructuring proposal. Hosted by Lisa Abramowicz and Paul SweeneySee omnystudio.com/listener for privacy information.

Markets Uncertain After Messy China-U.S. Deal Rollout
Leland Miller, CEO of China Beige Book International, on what the Chinese are saying about the China trade deal. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on his current investment outlook. Michael Hirtzer, Bloomberg agriculture reporter in Chicago, on how the China trade deal will impact agricultural goods and farmers. Danny Blanchflower, Professor of Economics at Dartmouth, former BOE policy maker and Bloomberg Opinion columnist, on the UK election and economy. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Dislocation In Credit Spreads Poses Risk For Market: 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 Fed and risks in consumer credit. Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on the Fed and what he's reading. Shannon O'Neill, Senior Fellow for Latin America Studies at the Council on Foreign Relations, on the USMCA trade deal. Doug Duncan, Chief Economist at Fannie Mae, on home prices and factors behind the shortage of affordable homes.See omnystudio.com/listener for privacy information.

Silicon Valley Is Listening To Your Intimate Moments0-
Austin Carr, Bloomberg technology reporter, discusses how the world’s biggest media companies let temps hear millions of your private, sensitive recordings. Janelle Woodward, head of fixed income for BMO Global Asset Management and portfolio manager of the BMO TCH Core Plus Bond Fund, on their current credit market outlook. Frank Sorrentino, CEO of ConnectOne Bank (Nasdaq:CNOB), on the Fed, the economy and capital investment. Marvin Loh, Global Macro Strategist at State Street, on the Fed and the economy. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Netflix Must Cut Prices To Compete: Needham's Martin
Laura Martin, Senior Analyst at Needham, on why Netflix needs to add a lower-priced service to compete. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, with his market outlook and a preview of the Fed. Christopher Wilson, Deputy Director of the Wilson Center's Mexico Institute, on the USMCA trade deal. Andy Browne, editorial director for Bloomberg New Economy, on China tariffs and the demise of the WTO. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Justice Roberts Will Avoid Partisanship At All Cost
Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, on the impeachment of President Trump, and his testimony to Congress. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on China pushing for more removal of foreign tech. Luca Paolini, Chief Strategist of London-based Pictet Asset Management, on his 2020 market forecast and why EM is the best opportunity. Regina Mayor, Global Energy Head at KPMG, on why she's in a bearish mood on crude. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Chances Are High That Bullish Cycle Extends: Authers
Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, Jason Schenker, President of Prestige Economics and Chairman of the Futurist Institute, and John Authers, Senior Editor for Bloomberg Markets, discuss the jobs report, the economy and oil markets. Shira Ovide, Bloomberg Opinion columnist covering technology, on Facebook in talks for a big NY location, and a look at the astuteness of Mark Zuckerberg. Joshua Otten, CEO of RONIN, discusses how cannabis brands can promote themselves in a strict regulatory landscape. Eric Newcomer, startup reporter for Bloomberg, on Uber's sexual harassment report.Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Far More Downside Than Upside, Says Natixis' Lafferty
David Lafferty, Senior Vice President and Chief Market Strategist at Natixis Investment Managers, discusses current market conditions and his 2020 outlook. Amy Banse, Head of Funds at Comcast Ventures, discusses the venture capital landscape, competition, and current investments. Sarah Green Carmichael, Bloomberg Opinion columnist, on BlackRock’s Mark Wiseman being terminated for failing to disclose a personal relationship. Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, discusses the risk from rising interest rates. Hosted by Lisa Abramowicz and Paul Sweeney. Broadcasting Live from the Natixis Investment Managers headquarters in Boston.See omnystudio.com/listener for privacy information.