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Bloomberg Intelligence

Bloomberg Intelligence

3,442 episodes — Page 39 of 69

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

Don't Try to Trade This Market: Fidelity's Timmer

Jurien Timmer, Fidelity Investments Director: Global Macro, discusses if the Fed should cut rates during a pivotal time in earning season. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, on the escalation in Iran and impact to energy markets. Safi Bahcall, author of the WSJ bestseller Loonshots, on why Branson and Musk have outdone NASA at the crazy thinking that led to the Moonshot 50 years ago. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on why more earnings disappointments are coming for the industrials. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Jul 22, 201928 min

You Can't Issue Debt Forever: State Street's Loh

Marvin Loh, Global Macro Strategist at State Street, on the Fed, the economy, and debt ceiling. Seth Grae, President and CEO of Lightbridge, to discuss Iran breaking the nuclear deal, what needs to be done for non-proliferation, and exporting nuclear technology to the middle east. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Boeing. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses Puerto Rico, PG&E, and the Las Vegas monorail. Hosted by Paul Sweeney and Lisa Abramowicz (Alix Steel filling in for Lisa Abramowicz.)See omnystudio.com/listener for privacy information.

Jul 19, 201927 min

Netflix Shares Plunge; Morgan Stanley Posts Steep Trading Slide

Ken Leon, Global Director of Equity Research at CFRA, on Morgan Stanley posting steepest trading slide on Wall Street. Bloomberg Opinion Columnist Shira Ovide discusses NetFlix plunging on falling subscriber growth. Gad Levanon, Chief Economist: North America at the Conference Board, on the Leading Economic Index falling.See omnystudio.com/listener for privacy information.

Jul 18, 201918 min

Housing Starts Fall to 3-Month Low: BofA Earnings Recap

Renaissance Macro economist Neil Dutta on Housing Starts falling: Bloomberg News Federal Reserve Reporter Christopher Condon on Trump vs. Powell. Bloomberg Intelligence senior financial analyst Alison Williams discusses Bank of America Earnings. Don Steinbrugge, chief executive officer of hedge fund consultant Agecroft Partners, on markets near all-time highs.See omnystudio.com/listener for privacy information.

Jul 17, 201928 min

Facebook Takes Heat From Skeptical Senators on Libra

Lionel Laurent, Bloomberg Opinion columnist, on Facebook’s David Marcus testimony before the Senate Banking committee on their new cryptocurrency, Libra. Steve Silver, President and COO of Krasdale Foods, on the NYC food market, the latest trends in the grocery space, and the Amazon effect. Evan Clark, Deputy Managing Editor for WWD, on Amazon Prime Day and their work strike, and retail sales. Yalman Onaran, Senior Finance Writer for Bloomberg, on bank earnings. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Jul 16, 201925 min

Pervasive Pessimism Is a Reason to Be Bullish: Hyzy

Chris Hyzy, Chief Investment Officer at Bank of America Global Wealth & Investment Management, with his mid-year outlook and asset allocation changes to consider. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why more stimulus may be a bridge to nowhere. Tom Orlik, Chief Economist for Bloomberg Economics, on why we could expect more weakness out of China. Matt Jozwiak, former Eleven Madison Park chef and now head of the Brooklyn-based nonprofit Rethink on the economic cost of food waste. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Jul 15, 201929 min

Stocks at Records; Labor Chief Acosta to Quit

Bloomberg News Washington Bureau Chief Craig Gordon on Alex Acosta Resigning as Labor Secretary. Bruce Bittles, Chief Investment Officer at Baird, on stocks at record Highs. Bloomberg Chief U.S. Economist Carl Riccadonna discusses Producer Prices Increasing More Than Forecast in June. Bloomberg News Reporter Spencer Soper Previews Amazon's Prime Day.See omnystudio.com/listener for privacy information.

Jul 12, 201923 min

Fed's Aim Is to Boost Asset Prices; Don't Fight It

Peter Tchir, Head of Macro Strategy at Academy Securities, discusses his outlook for markets, the Fed, and current investment strategy. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Jul 10, 20197 min

Richard Branson Is Taking Space-Tourism Unit Public

Virgin Atlantic CEO Richard Branson and Social Capital CEO Chamath Palihapitiya speak to Bloomberg's Vonnie Quinn and Guy Johnson to discuss taking space-tourism company Virgin Galactic public. Christopher Jasper, transport/aviation reporter for Bloomberg, breaks down the key takeaways. Thomas Siebel, Founder, Chairman and CEO of C3, discusses his new book, "Digital Transformation: Survive and Thrive In An Era of Mass Extinction." Chris Whalen, Chairman of Whalen Global Advisors, on Piper Jaffray buying Sandler O’Neill & Partners LP for $485 million. Bill Studebaker, President and CIO of ROBO Global, discusses the tech arms race between the U.S. and China, and how that has impacted the trade war. Richard Branson Is Taking Space-Tourism Unit Public (Podcast)See omnystudio.com/listener for privacy information.

Jul 9, 201932 min

Analysts Sour On Apple As China Nationalism Hits iPhone

John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Wall Street souring on Apple, and Google denying being in talks with Dish to create a 4th network. Joey Bergstein, Seventh Generation CEO, on the company's 2025 goals and lobbying efforts on climate change. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on why Deutsche Bank's reboot looks real this time. Lakshman Achuthan, Co-Founder and Chief Operating Officer at the Economic Cycle Research Institute and a Bloomberg Opinion columnist, discusses his column: "The Myth of the Tight U.S. Labor Market." Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Jul 8, 201925 min

Jobs Print Takes 50bp July Rate Cut Off Table: Dudley

Bill Dudley, former New York Fed President and senior researcher at Princeton University’s Center for Economic Policy Studies, discusses the Fed, the economy, and his column: "The Fed Should Keep Its Tools in Their Place." Jim Bianco, President and Founder of Bianco Research, on interviewing for one of the open Fed governor positions. Steven Arons, German banks reporter for Bloomberg, on how Deutsche Bank's U.S. cuts may go far deeper than equities and rates. Kate Krader, Bloomberg Pursuits reporter, on her column, "You’re Grilling Wrong! Chefs Share What Not to Do Over the Coals." Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Jul 5, 201933 min

Biggest Risk Is Downside Jobs Surprise: JPM's Kennedy

Tom Kennedy, Global Head of Macro & Fixed Income Strategy, J.P. Morgan Private Bank, discusses his current outlook for fixed income markets and the Fed. Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on why Christine Lagarde is a great choice for head of the ECB. Bridget van Kralingen, Senior Vice President of IBM Global Industries, Clients, Platforms & Blockchain, discusses the rapid adoption of TradeLens, their blockchain-enabled digital shipping platform. Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, discusses Broadcom in advanced talks to buy cybersecurity firm Symantec Corp. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Jul 3, 201925 min

Big EU-Mercosur Trade Deal Sends Message To Trump, UK

Therese Raphael, Bloomberg Opinion editor, discusses Trump's new round of EU tariff threats and the EU-Mercosur trade deal. Michelle Krebs, Executive Analyst at AutoTrader, on auto sales and truck wars. Steve White, CEO and Founder of Harvest Health & Recreastion, discusses the cannabis market after Illinois becomes the 11th state to legalize marijuana. Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on Saudi Aramco reviving its IPO, and key takeaways from the OPEC meeting. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Jul 2, 201925 min

Big Mistake To Not Enlist Europe Against China: Rhodes (Podcast)

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the lack of a substantive China trade deal for the U.S. Jason Schenker, President of Prestige Economics and a Bloomberg Opinion columnist, on the OPEC meeting. Lanhee Chen, Research Fellow at the Hoover Institution, on the Democratic candidates and the 2020 political landscape. Michael Hirson, Practice Head, China and Northeast Asia for Eurasia Group, on Trump's meeting with Xi Jinping and the geopolitics of North Korea. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Jul 1, 201931 min

GOP Strategist Heye Warns Dems Lurching Too Far Left

Doug Heye, former RNC Communications Director and Republican Strategist, unpacks the second night of Democratic debates. Maria Considine King, Senior Vice President, Practice Management at Commonwealth Financial Network, discusses why women advisors need more visibility. Bloomberg's Mike McKee, International Economics & Policy Correspondent, and Steve Engle, TV correspondent in Hong Kong, discusses the key trade and political highlights from G20. Jack Daniels' Assistant Master Distiller Chris Fletcher on what goes into making a premier bourbon, and a look at the biggest markets for bourbon around the world. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Jun 28, 201926 min

Ford Moves In Right Direction With Euro Job Cuts: Kudla

David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Ford eliminating 20% of its workforce across Europe. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the winners and losers of the first Democratic debate. Ron Luzon, CEO of My Size, on disrupting online clothes shopping with a “virtual measuring tape" to find the perfect fit, all done from a 4-inch smart phone. Aaron Brown, Bloomberg Opinion columnist and former head of financial market research at AQR Capital Management, discusses the bitcoin rally. Hosted by Lisa Abramowicz and Paul Sweeney. Samara LengaSee omnystudio.com/listener for privacy information.

Jun 27, 201927 min