PLAY PODCASTS
Bloomberg Intelligence

Bloomberg Intelligence

3,408 episodes — Page 38 of 69

September Jobs Report, Health Care, and Trade

Tom Gimbel, Founder and CEO of LaSalle Network, discusses the September payroll report and the relationship between low unemployment and wage figures. Doug Cohen, Managing Director at Athena Capital Advisors, discusses the September labor report, the outlook for Fed rate cuts, and US-China trade. Max Nisen, Bloomberg Opinion Biotech, Pharma and Health Care Columnist, discusses the Trump Administration’s executive order aimed at steering more seniors into privately managed Medicare Advantage plans instead of traditional Medicare. Becky Frankiewicz, President of Manpower Group Inc, discusses the jobs report and the retail sector, where it’s become increasingly challenging to find holiday workers.See omnystudio.com/listener for privacy information.

Oct 4, 201925 min

ISM Non-Manufacturing Data, Markets, Argentina Debt

Bloomberg Economics Senior U.S. Economist Yelena Shulyatyeva, will discuss today’s ISM non-manufacturing data and preview Friday’s payrolls report. George Young, portfolio manager of the Villere Balanced Fund, will discuss managing risk, what's ahead for the remainder of 2019, and investment strategy. Damian Sassower, Chief Emerging Markets Credit Strategist, will discuss his column on Argentina’s debt stock, and the latest emerging markets news. Apex Clearing CEO Bill Capuzzi, on why the industry is shifting towards going commission free and the market’s response since the recent Charles Schwab news.See omnystudio.com/listener for privacy information.

Oct 3, 201923 min

ADP Report, Economy, Markets, Cannabis

Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on U.S ADP Employment Report, markets, and economic outlook. Therese Raphael, Bloomberg Opinion Editor, will discuss UK Prime Minister Boris Johnson’s speech today and the possibility of a no-deal Brexit. Compass Diversified Holdings CEO Elias Sabo, will discuss impact of the trade war on CODI’s business, and expectations for consumer spending. Mark Zeukilin, New CEO of Canopy Growth Corporation, the world's largest cannabis company, to discuss cannabis regulation and the vaping epidemic.See omnystudio.com/listener for privacy information.

Oct 2, 201924 min

Charles Schwab, Manufacturing Data, IPO Market

David Ritter, BI Senior Industrial Analyst, will discuss today’s news that Charles Schwab is eliminating commissions for stocks, ETFs and options listed on U.S. or Canadian exchanges. Timothy Fiore Chairman of the Manufacturing Business Survey at the Institute for Supply Management, on ISM Manufacturing data. Jackie Kelley, Americas IPO Leader at EY, will discuss the current IPO market, how Q3 was in terms of IPO activity, and outlook moving forward. Rob Lynch, Papa John’s CEO, will join to discuss ringing the opening bell at Nasdaq, taking the helm, and his outlook.See omnystudio.com/listener for privacy information.

Oct 1, 201921 min

WeWork Withdraws IPO, Repo Strains, AI in Hiring

Sonali Basak, Bloomberg Investment Reporter, will discuss WeWork withdrawing the prospectus for its postponed IPO. Brian Chappatta, Bloomberg Opinion debt columnist, will discuss his column on Investment-grade companies shaking off repo strains, while IPO flops to borrow more than ever. Jeff Powell, Managing Partner at Polaris Greystone Financial Group, will discuss market outlook and potential impact of Trump impeachment inquiry. Eyal Grayevsky, CEO & Co-Founder of Mya Systems on the emergence of AI in the hiring and recruiting process. See omnystudio.com/listener for privacy information.

Sep 30, 201924 min

Whistle-Blower Complaint, Climate Change, & Bond Market

Carin Pai, Head of Equities, Fiduciary Trust Company International, with markets commentary, and how equity performance is reflecting views on trade policy and interest rates. Noah Feldman, Professor at Harvard Law and Bloomberg Opinion columnist, will discuss his column on why the whistle-blower complaint against President Trump shows impeachable crimes. Regina Mayor, Global Sector Head for Energy and Natural Resources at KPMG, discusses the results of KPMG’s 2019 CEO Outlook-- climate change was top of mind for the first time in history. Michael Temple, Director of Corporate Credit Research: US at Amundi Pioneer, on the “yield black hole” in the global bond market, distressed debt, monetary stimulus. See omnystudio.com/listener for privacy information.

Sep 27, 201928 min

Ukraine Call Summary, Impeachment Inquiry, & GBF

Alex Wayne, Bloomberg News White House Team Leader, will discuss President Trump releasing a rough transcript of call with Ukraine. Justin Sink, Bloomberg News White House Reporter, will discuss Nancy Pelosi launching a formal impeachment inquiry of Donald Trump. Dilhan Pillay, new CEO of Temasek International, on his new role and current investment outlook. Shira Ovide, Bloomberg Opinion technology columnist, on latest WeWork news and CEO Adam Neumann stepping down. Hosted by Paul Sweeney and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Sep 25, 201928 min

Trump's UN Speech, Boris Johnson, & Climate Change

Saleha Mohsin, Bloomberg News U.S. Treasury Reporter, will recap President Trump’s UN address. Seventh Generation CEO Joey Bergstein discusses their effort to address global climate change and the growth outlook for environmentally safe products. Edward Evans, Bloomberg News Europe Columnist, Will discuss today's ruling that Boris Johnson's suspension is unlawful. Kendrick Nguyen, CEO and co-founder of Republic, on start-up investing and IPOs, equity crowdfunding, and developing a protocol for cryptocurrency offerings.See omnystudio.com/listener for privacy information.

Sep 24, 201923 min

WeWork CEO May Be Fall Guy For Investor Misvaluation

Shira Ovide, Bloomberg Opinion technology columnist, on SoftBank pressuring WeWork CEO Adam Neumann to step down as its IPO falters. John Authers, Senior Editor for Bloomberg Markets, and Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, discuss how the Fed has handled the repo ruckus, as well as Bill Dudley's recent controversial op-ed. Corlis Murray, SVP and Head of Engineering at Abbott, discusses creating a blueprint for high school internship programs that helps expose girls to STEM fields. Richard Weiss, Bloomberg reporter in Frankfurt, on the U.K. government deploying the “largest repatriation in peacetime history” to bring home tourists stranded by the collapse of tour operator Thomas Cook. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Sep 23, 201929 min

China Trade Ceasefire Expected Soon, Punting To 2020

Michael McDonough, Chief Economist for Financial Products at Bloomberg LP, on why he expects an interim, cosmetic trade deal with China. Harold Edwards, CEO of Limoneira (Nasdaq: LMNR), on the global growth of lemon and avocado consumption, and managing the trade war. Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on how the Fed can enact policy to mitigate repo market squeezes. Eric Roston, sustainability editor for Bloomberg, on the global climate rally, and Amazon revealing its carbon footprint. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Sep 20, 201928 min

Fed Injects Cash for Third Day as Calm Returns

Tom Kennedy, Global Head of Macro & Fixed Income Strategy at J.P. Morgan Private Bank, discusses the Fed injecting cash for a third day and the latest interest rate cut. Bob Ryan, Chief Strategist, Commodity & Energy Strategy for BCA Research, talks about the oil market. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at the Conference Board, on the August U.S. Leading Economic Index.See omnystudio.com/listener for privacy information.

Sep 19, 201919 min

Wishes For Big Rate Cuts Foiled By Strong Consumer

Bob Burgess, Bloomberg Opinion editor, on his column, "Markets Have Three Wishes. One May Come True." Melissa Reagen, Head of U.S. Research at Nuveen Real Estate, discusses the latest market trends in real estate, in light of the current uncertain economic environment. Hugh Nickola, Principal and Head of Fixed Income at Gentrust, and Alex Harris, Bloomberg bond reporter, on the Fed injecting more liquidity into the money markets. Tracey Davies, President of Money 20/20, to discuss her outlook for millennial women in finance and the Rise Up accelerator program. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Sep 18, 201928 min

New York Fed Conducts Repo Operation; Oil Plunges

Bloomberg Intelligence U.S. Rates Strategist Ira Jersey on the New York Fed conducting its first overnight system repurchase agreement in a decade. Doug Duncan, Fannie Mae Senior Vice President and Chief Economist on the housing market. Ellen Wald, Atlantic Council Global Energy Center Non-Resident Senior Fellow on oil plunging on a report Saudis may soon resume 70% of lost output.See omnystudio.com/listener for privacy information.

Sep 17, 201920 min

Good Time To Sell Oil Into Rally: Cantor's Cecchini

Peter Cecchini, Cantor Fitzgerald Global Chief Market Strategist, on the oil markets and signs of pure froth emerging in credit markets. David Welch, Bloomberg's Detroit Bureau Chief, on the GM worker strike. John Kilduff, Founding Partner of Again Capital, on oil surging to $71 a barrel after a strike on a Saudi Arabian oil facility. Wolfgang Koester, Senior Strategy Officer at Kyriba, on the winners and losers in the US-China currency war. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Sep 16, 201926 min

Retail Sales Optimism & Central Bank Stimulus

Retail Sales Optimism & Central Bank Stimulus (Podcast)Constance Hunter, Chief Economist at KPMG, on retail sales and how the Fed could react to the ECB and Draghi's QE. Kelly Steckleberg, CFO of Zoom, on Q2 earnings, and HSBC's commitment. Mark Mader, CEO of Smartsheet, on the company's growth and trends in the workspace segment, as well as recent IPOs like Slack, Zoom and upcoming WeWork. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Sep 13, 201921 min

Slow-Walking Regulation On Vaping Is Being Challenged

Max Nisen, Bloomberg Opinion health care columnist, on the need for aggressive FDA regulation and oversight of e-cigarettes. Kit Juckes, Global Fixed Income Strategist for Societe Generale, on the ECB rate decision and why QE isn't the answer for growth. Mike Massaro, CEO of Flywire, on the massive shift undergoing the payments industry. Harvard Business School Professor and former investment banker Vikram Gandhi on impact and sustainable investing. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Sep 12, 201929 min

Bond Selloff Leading the Rotation on Equity Front

Anwiti Bahuguna, Senior Portfolio Manager and Head of Multi-Asset Strategy for Columbia Threadneedle Investments, on the current investment outlook and the US-China trade saga, Ken Fisher, Founder and Executive Chairman of Fisher Investments, on the shift from momentum to value stocks, Sarah Sayed, Bloomberg News Reporter, on Hong Kong Exchanges unexpected bid for the London Stock Exchange, and Michael Tannenbaum, CFO of Brex, on the challenges Fintech startups face as they scale. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Sep 11, 201933 min

The 'Liquification' of Private Markets Is Underway

Christopher Wolfe, Chief Investment Officer for First Republic Private Wealth Management, on his current investment outlook and private markets. John Butler, Senior Telecom Services & Equipment Analyst at Bloomberg Intelligence, on AT&T's outlook. Sakhila Mirza, senior director of the London Bullion Market Association, discusses gold and developments in the global precious metals markets. Rich Miller, Bloomberg economics reporter, on how the richest could lose billions under Elizabeth Warrant's tax proposal. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Sep 11, 201926 min

FDIC Walks Fine Line Between Regulation and Innovation

Jelena McWilliams, Chairman of the FDIC, on the evolution of fintech and the role of regulators. Brad Levy, Global Head of Loans and CEO of MarkitSERV/IHS Markit, on the financial system of the future, and why we haven't seen a real credit event in the loan market. Dr. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on why regulators should be wary of Saudi Aramco tapping the Kingdom's richest to be anchor investors for its IPO. Nadine Chakar, Head of Global Markets at State Street, on the role of human versus machine in this transformative time of technology. Broadcasting live from the Federal Reserve Bank of Boston for the opening day of Boston FinTech Week 2019, powered by FinTech Sandbox. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Sep 10, 201926 min

Jobs Report Reaction & Tech in Wind Turbines

Vincent Cignarella, Global Macro Strategist for Bloomberg & Carl Riccadonna, Bloomberg Economics Chief U.S. Economist, on the jobs report. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, on jobs data and the economy. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the jobs report, credit markets, negative yields, and his current investment strategy. Daniel McGahn, CEO of American Superconductor, discusses their technology in wind turbines and high capacity wires, used from protecting Navy ships to power grids.See omnystudio.com/listener for privacy information.

Sep 6, 201931 min

Brexit, U.S-China Trade, AutoNation CEO

Therese Raphael, Bloomberg Opinion Editor, will discuss the latest Brexit news, and how Boris Johnson’s brother quit the government in protest at his Brexit strategy. Shawn Donnan, Bloomberg News Senior Trade Reporter, will discuss the latest in U.S, China trade talks. Stephen Schork, President of the Schork Group and Editor of The Schork Report, on oil and gas markets. Cheryl Miller, AutoNation’s CEO and President, on the auto industry and the loan landscape.See omnystudio.com/listener for privacy information.

Sep 5, 201930 min

Boris Johnson, AI, Fed

John Authers, Senior Editor for Bloomberg Markets, will discuss why U.K. Prime Minister Boris Johnson’s Brexit strategy is in tatters after UK government loses majority in parliament. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on markets and current investment outlook. Chris Condon, Federal Reserve Reporter, will discuss what’s a busy day for Fed speakers, and also why Boston Fed President Eric Rosengren is unconvinced the central bank needs to cut interest rates at this month's Fed meeting. William Quigley, CEO of the WAX (Worldwide Asset eXchange) and co-founder of Tether, discusses issues surrounding Facebook's Libra and why blockchain apps aren't being adopted.See omnystudio.com/listener for privacy information.

Sep 4, 201929 min

Brexit, Markets, China Tariffs (Podcast)

Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, discusses her column on Brexit and the latest on overnight volatility with the pound, and parliament reassembling after the summer break. Tom Stringfellow, CIO at Frost Investment Advisors, on markets and investment strategy. Jason Schenker, President of Prestige Economics and a Bloomberg Opinion columnist, on oil markets and what's driving the economy. Leland Miller, CEO of China Beige Book International, on the import tariffs on China goods launching this past weekend. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Sep 3, 201927 min

100-Year Bonds Could Alter How Rate Risk Is Traded

Marcus Ashworth, Bloomberg Opinion columnist covering European markets, on why 100-year bonds could significantly alter how interest-rate risk is traded. Deepak Puri, Americas CIO at Deutsche Bank Wealth Management, discusses why equities still have legs. Harvey Manes, author of Collecting Art For Pleasure And Profit and Board member at the Nassau County Museum of Art (NCMA), on why it's time to diversify your portfolio by investing in art. Matthew Palazola, Senior Insurance Industry Analyst for Bloomberg Intelligence, and Brian Sullivan, Bloomberg Energy and Commodities Reporter, on insurers bracing for Hurricane Dorian. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Aug 30, 201930 min

How Popeye's Chicken Sandwich Harnessed Social Media

Michael Halen, Senior Restaurant Analyst for Bloomberg Intelligence, on the Popeye's chicken sandwich phenomenon. Scott Flanders, CEO of eHealth, on trends in health care insurance and what’s driving growth. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on how the trade war is killing capital investment. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on China's response to Trump that it wouldn’t immediately retaliate on tariffs. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Aug 29, 201928 min

China's Structural Decline Will Drive Down Steel Price

Gordon Johnson, Managing Director at Vertical Group, on US steel markets and pending impacts from Trump's trade war: more pain ahead. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on his current investment outlook and whether a recession is coming. Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund, on how assets are reacting to Boris Johnson's Parliament gambit and Italy elections. Drew Singer, Bloomberg IPO reporter, on Peloton's IPO filing. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Aug 28, 201925 min

Tobacco Giants Philip Morris, Altria To Reunite

Tara Lachapelle, Bloomberg Opinion deals and media columnist, on Philip Morris in talks to merge with Altria. Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses his Summer Intelligence report. Brendan Ahern, Chief Investment Officer at KraneShares, discuss the latest salvo in the China trade war and how China assets are reacting. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on emerging markets, including Argentina and Brazil. Hosted by Lisa Abramowicz and Paul SweeneySee omnystudio.com/listener for privacy information.

Aug 27, 201925 min

Trade War Takes Center Stage at G7

Nathan Sheets, Chief Economist for PGIM Fixed Income, discusses the U.S., China trade war. He says the tensions have escalated another notch, and a near-term de-escalation does not seem likely. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, discusses how the trade war is impacting the markets and economy. He says he took his allocation down after ‘toxic sentiment’ in the markets.Hosts: Lisa Abramowicz and Paul Sweeney. Producer: Paul Brennan See omnystudio.com/listener for privacy information.

Aug 26, 201921 min

Criticism From All Sides, As Fed Signals More Cuts

Jackson Hole/Fed roundtable with Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors and Former Director of Research at the Atlanta Fed, along with Bloomberg's Matt Boesler, Fed reporter, Kathleen Hays, global politics and policy editor, and Dave Wilson, stocks editor. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on China's retaliatory tariffs, and the difficulty that manufacturers are facing in shifting away from China. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Aug 24, 201925 min

U.S. Pork Producers Are Forced Out of China-Led Rally

Christine McCracken, Animal Protein Analyst at Rabobank, discusses what’s happening with U.S. pork producers. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters in Business on Bloomberg Radio, discusses the #TrumpRecession and stakeholder capitalism. Anurag Rana, Senior Analyst of Software & IT Services for Bloomberg Intelligence, on why Salesforce is a good place to hide in a downturn. Bart van Ark, Conference Board’s Chief Economist, on the July Leading Index and what it's saying about the U.S. economy. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Aug 22, 201927 min

Need-Based Retail Prevails Over Want-Based: Telsey

Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, on Target and Lowes earnings, and the retail landscape. Morten Buttler, political reporter for Bloomberg in Copenhagen, on President Trump cancelling his state visit with Denmark because he couldn't buy Greenland. Brian Stafford, CEO of Diligent and co-author of "Corporate Governance in the Digital Age," on Jamie Dimon and other CEOs rejecting the long-held view that shareholders’ interests should come first. Marcus Ashworth, Bloomberg Opinion columnist covering European markets, on how the world's first 30-year zero interest bond flopped in Germany. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Aug 21, 201929 min

Preparing For Negative Interest rates: Fiduciary CIO

Hans Olsen, CIO of Fiduciary Trust, on finding value in global assets. Joe Cavatoni, Managing Director, World Gold Council U.S., on the key drivers affecting global gold demand and markets. Vishal Garg, Founder and CEO of Better.com, on their recent round of funding, and disrupting the mortgage industry for millennials. Laura Davison, Congressional Tax Reporter for Bloomberg, on Google and Facebook uniting with Trump to protest the French tech tax. Hosted by Lisa Abramowicz and Paul Sweeney (Alix Steel filling in for Lisa Abramowicz).See omnystudio.com/listener for privacy information.

Aug 19, 201926 min

Long Bond Positions Are Ripe For A Reversal: Authers (Podcast)

John Authers, Senior Editor for Bloomberg Markets, on why bond proxies aren't as safe as they appear. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on Deere earnings and why GE left itself open to Markopolos' critique. Brad Loncar, CEO of Loncar Investments, on why investors should be looking at China biotech. David Katz, President and CIO of Matrix Asset Advisors, on why he's buying the dip. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Aug 16, 201929 min

Algo Trading Could Amplify A Correction To 10 to 15%

Matt Maley, Chief Market Strategist at Miller Tabak & Co., on how trade issue uncertainty will continue to plague markets. Burt Flickinger, Managing Director at Strategic Resource Group, on Walmart and JC Penney earnings. Jason Miner, Senior Global Chemicals Analyst for Bloomberg Intelligence, on Syngenta said to prepare listing for the world's biggest chemicals IPO. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on China's nationalist focus and how the situation in Hong Kong is five years in the making. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Aug 15, 201917 min

Apparel Industry Issues Dire Warning: Prices Going Up

Rick Helfenbein, president and CEO of the American Apparel & Footwear Association, discusses why the Trump's administration tariff delay won't mitigate its destructive impact. Axel Merk, President and Chief Investment Officer of Merk Investments, on how President Trump is inducing an economic slowdown. Ellen Huet, Startups reporter for Bloomberg, and Jeff Langbaum, Senior REIT/CRE Equity Analyst for Bloomberg Intelligence, on the WeWork IPO and whether it deserves a tech valuation. Bob Sutor, Vice IBM Q Strategy & Ecosystem, on building public and commercial universal quantum systems for business and science applications. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Aug 14, 201928 min

Argentina Bonds Become Attractive At 40 Cents: Greer

Paul Greer, Portfolio Manager, Emerging Markets & FX at Fidelity International, on the short-term risk of emerging market contagion. Grady Burkett, portfolio manager at Diamond Hill Capital Management, on finding value in global markets, and why he’s overweight the U.K. Max Nisen, Bloomberg Opinion health care columnist, on why Trump's plan to import cheap Canadian drugs can't happen without Big Pharma. Michelle Seitz, Chairman and Chief Executive Officer of Russell Investments, on industry trends in asset management and the survival of the fittest. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Aug 13, 201926 min

Things Are Really Bad Today In Argentina: BI's Sassower

Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina assets reacting to President Macri's unexpected election loss. Leland Miller, CEO of China Beige Book International, on China's long-term economic problem. Chris Dolmetsch, Bloomberg legal reporter, on identifying what’s in Jeff Epstein's estate and who can claim his assets. Dr. Ellen Wald, President of Transversal Consulting and A Bloomberg Opinion contributor, on Saudi Aramco's investor call. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Aug 12, 201927 min

Market Will Live And Die On China Trade Deal: Colas

Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, and Jenny Leonard, Bloomberg trade reporter, on Trump digging his heels in on the trade war and impact to markets. Therese Raphael, European economics and politics editor for Bloomberg Opinion, on Boris Johnson and Brexit, the contracting UK economy, and uncertainty in Italy. Scott Kimball, portfolio manager of the BMO TCH Core Plus Bond Fund (MCBIX), on the Fed's "mistake," and current investment strategy. Wendi Whitmore, Global Partner & Director, IBM X-Force Threat Intelligence, on cyber threats and breaches. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Aug 9, 201927 min

More Fed Rate Cuts Will Help EM Assets: Eric Stein

Eric Stein, Portfolio Manager and Co-Director of Global Fixed Income at Eaton Vance, on global growth fears, negative yields, and EM debt. Logan Mohtashami, Senior Loan Officer at AMC Lending Group, on the housing market and the jump in refinancings. Craig Giammona, consumer reporter for Bloomberg, on Kraft-Heinz plummeting. Dan Wasiolek, Senior Equity Analyst at Morningstar, discusses how the U.S. tourism industry is being impacted, after several countries- including Japan- have issued travel warnings. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Aug 8, 201929 min

Disney Poised To Explode At End Of Year: Porter Bibb

Porter Bibb, Managing Partner for MediaTech Capital Partners, on Disney's strategy taking hold, despite weak results this quarter. Jim Bianco, President and Founder of Bianco Research, on Fed and markets converging the global economy. Tom Orlik, Chief Economist for Bloomberg Economics, on Asia Pacific banks delivering surprise interest-rate decisions, and what this could mean for the Fed. Satish Jindel, President of SJ Consulting, and Thomas Black, transportation reporter for Bloomberg, on Fedex reducing its independence on Amazon. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Aug 7, 201925 min

Discovery's Multi-Platform Distribution Is Paying Off

Gunnar Wiedenfels, CFO of Discovery Communications, on earnings and their wide distribution strategy. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on where to invest in EM, as the trade war slams markets. Paul Gait, Senior Research Analyst, European Metals & Mining, on how macro factors are causing the metals rout. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on why only trade certainty can help the 10-yr Treasury yield revisit 2%. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Aug 6, 201924 min

China Saber-Rattling Likely, As Trade Tensions Escalate

Matt Gertken, Geopolitical Strategist at BCA Research, discusses the conflict between the US and China. Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses why the yuan drop is due to market forces, not manipulation. Ben Breitholtz, Data Scientist for Arbor Data Science, discusses how Trumpian uncertainty has become a real problem and a new leading indicator. Frank Wilkinson, Bloomberg Opinion editor, and Anna Edgerton, Bloomberg Congressional reporter, on the Trump Administration and Congressional reaction to the mass shootings. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Aug 5, 201930 min

China's Next Move In Trade War? Target U.S. Companies (Podcast)

Andy Browne, Editorial Director: Bloomberg New Economy, on Trump's new round of China tariffs, and what to expect in terms of retaliation. John Kilduff, Founding Partner of Again Capital, on oil markets plunging on new China tariffs. Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the Fed, yield curve, and the economy. Becky Frankiewicz, president of ManpowerGroup North America, discusses the "pitch perfect" jobs report and hiring landscape. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Aug 5, 201925 min

Fed 'Takes Back' Last Year's Hike: Invesco's Hooper

Kristina Hooper, Chief Global Market Strategist at Invesco, on the Fed "taking back" last year's fourth rate hike. Harley Finkelstein, COO of Shopify, on the company's strong earnings, and why direct-to-consumer is the future of retail. Andrew Feltus, Amundi Pioneer Co-Director of High Yield, on the Fed decision on the high-yield bond market. Hugh Bromley, solar market analyst for Bloomberg New Energy Finance, on the solar market and whether U.S. solar is now in an upswing. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Aug 1, 201928 min

The Compelling Case For Front-Loading A 50bp Rate Cut

Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the case for a 50 bps Fed cut. Laura Martin, Senior Entertainment analyst at Needham & Co. on Apple and upcoming media earnings. Craig Trudell, U.S. Autos Team Leader for Bloomberg, on auto earnings and Musk testing the SEC with a new tweet on production. Stacey Hunter-Harrington, the owner of QUO Active, on the athletic underwear market. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Jul 31, 201929 min

Federal Reserve Meets; Apple to Post Earnings

Bloomberg Intelligence U.S. Rates Strategist Ira Jersey looks ahead to Fed decision. Bloomberg Opinion Columnist Shira Ovide previews Apple earnings. The Conference Board’s Lynn Franco on consumer confidence rising in July. Miller Tabak equity strategist Matt Maley on stock market near record highsSee omnystudio.com/listener for privacy information.

Jul 30, 201925 min

Pound Sinks As Market Comes To Grips With Hard Brexit

Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses the pound sinking on hard Brexit fears, and the dollar ahead of the Fed decision. Dan Ives, Managing Director and Equity Analyst covering the Technology sector at Wedbush Securities, on tech earnings and what to expect from Apple. Max Nisen, Bloomberg Opinion health care columnist, on why the Pfizer-Mylan combo solves two problems with one deal. Terrell Gates, CEO of Virtus Real Estate Capital, an Austin-based private equity firm, on which commercial real estate investments are more immune to downturns. Hosted by Lisa Abramowicz and Paul Sweeney (Alix Steel filling in for Lisa Abramowicz.) See omnystudio.com/listener for privacy information.

Jul 29, 201925 min

Markets May Be Undervaluing Potential Benefit To DISH (Podcast)

Nabila Ahmed, Bloomberg Deals reporter, and Jennifer Rie, Senior Litigation analyst for Bloomberg Intelligence, discuss T-Mobile winning approval to acquire Sprint. Donny White, CEO and Founder of Satisfi Labs, on how AI is being used in stadiums and on Broadway. Scott Wren, Senior Global Equity Strategist for Wells Fargo Investment Institute, on why it’s a "show-me" market going forward. Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on the consumer's strong showing in the economy. See omnystudio.com/listener for privacy information.

Jul 26, 201930 min

Facebook's 'Zero' Data Cost Is Threatened By Regulation

David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on Big Tech earnings and regulation. Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing. Kan Nawaday, former corruption and fraud prosecutor for the US Attorney’s Office in the Southern District of NY and Partner at Venable LLP, discusses the Mueller hearing. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on the ECB and why Mario Draghi needs to explain what happened at Monte Paschi. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Jul 25, 201927 min

Less-Liquid Credit Markets Are Pushing Traders to CDX:

Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, discusses his 3rd Quarter global outlook. Michael Zeldin, former federal prosecutor and Robert Mueller's former Special Assistant at the DOJ, on what to expect from the Mueller hearings. Constance Hunter, Chief Economist at KPMG, on why the sluggish housing market is a puzzle for the Fed. Therese Raphael, Bloomberg Opinion editor, on Boris Johnson winning the Tory vote to be the next UK Prime Minister.See omnystudio.com/listener for privacy information.

Jul 23, 201930 min