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Bloomberg Intelligence

3,408 episodes — Page 41 of 69

EM Optimism Has Been Overblown: Brown Brothers' Thin

Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the U.S. push for a stable yuan, and his outlook for EM. Danielle DiMartino Booth, CEO of Quill Intelligence LLC, author of "FED UP: An Insider’s Take on Why The Federal Reserve is Bad For America," and a Bloomberg Opinion columnist, discusses the Fed’s big policy reversal. Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, discusses how markets were ahead of analysts on the current earnings recession. Shahien Nasripour, reporter for Bloomberg, on how Deutsche Bank weighed restructuring Trump loans on fear of default risks. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Feb 20, 201926 min

Sanders Announces Presidential Run: Greg Valliere

Greg Valliere, chief U.S. policy strategist, AGF Investments, on Senator Bernie Sanders announcing a second White House bid. Burt Flickinger, Managing Director at Strategic Resource Group, discusses Walmart's fourth-quarter earnings report. Bloomberg's Craig Torres on challenges the Fed faces communicating the direction of the economy. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, talks about his outlook for financial markets. Hosted by Alix Steel and Paul Sweeney.See omnystudio.com/listener for privacy information.

Feb 19, 201925 min

Amazon's Erstwhile NYC Site Will Lure In New Money

Ken Weissenberg, Partner-in-Charge: Real Estate, at EisnerAmper, on how real estate values will react to Amazon backing out of NYC HQ. Anna Edgerton, congressional reporter for Bloomberg, on Trump invoking emergency powers to build his border wall. Michael Temple, Director of Corporate Credit US at Amundi Pioneer, on global bond markets. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on infrastructure, Amazon, and high speed rail. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Feb 15, 201929 min

Retail Sales Numbers Are Just Wrong: Craig Johnson

Craig Johnson, President of Customer Growth Partners, and Carl Riccadonna, Chief US Economist for Bloomberg Economics, on retail sales posting the worst drop in nine years. Ken DeCubellis, the current CEO of Black Ridge and future CFO of AESE, and Frank Ng, current CEO of Ourgame International and future CEO of AESE, discuss their impending merger and what it will mean for esports and the investment community. Peter Andersen, Founder of Andersen Capital Management, LLC, on markets, current investment strategy, and why Nvidia is a buy. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Airbus scrapping its A380 jumbo plane amid an industry shift to smaller planes. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Feb 14, 201925 min

Teva's Future Lies In Branded Drugs As Generics Sink (Podcast)

Teva Pharmaceutical’s CEO Kare Schultz discusses the earnings shortfall, product pipeline, and moving into biotech drugs. Matt Rodrigue, Managing Director at Miller Buckfire, a Stifel company, represented the largest organized creditor in the Puerto Rico bankruptcy case and discusses the restructuring plan. Joe Perry, Tax Leader at Marcum, on how the Trump tax cut is creating many surprises for American tax payers. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on outlook for US markets, earnings season and investment strategies. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Feb 13, 201929 min

China's Debt Poses Much Greater Threat Than Trade

John Authers, Senior Editor for Bloomberg Markets, on the China trade negotiations and impact to markets. Bloomberg Opinion columnists Tara Lachapelle and Sarah Halzack discuss how media companies are grappling with pricing and content, in a landscape where consumers continue to choose "free." Chris McCann, Chris McCann, CEO of 1-800-FLOWERS.COM, on Valentine's Day gifting season, incorporating AI technology, and trends in consumer behavior. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on U.S. budget negotiations could impact debt markets, and Fed's Mary Daly's comments on QE. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Feb 12, 201927 min

Home Values Will Decline In Coastal Cities: Mohtashami (Podcast)

Logan Mohtashami, Senior Loan Officer for AMC Lending Group, on the slowdown in the housing market. Peter Tchir, Head of Macro Strategy at Academy Securities, on markets and current investment strategy. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on two large Chinese borrowers missing payment deadlines. Austin Carr, technology reporter for Bloomberg, on why taxpayers have a lot to lose in the Foxconn and Amazon headquarter deals. Hosted by Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Feb 11, 201929 min

Former CIA Ops Chief: In the Long Game, Maduro Goes

Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses North Korea, Venezuela and the mid-east. Burt Flickinger, Managing Director at Strategic Resource Group, on what Eddie Lampert is doing with Sears, and winners and losers in bricks-and-mortar retail. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on the outlook for a China trade deal after Trump calls off his meeting with Xi. Mike McGlone, commodity strategist for Bloomberg Intelligence, on iron ore powering to its highest level since 2014, as the Vale mine crisis intensifies.See omnystudio.com/listener for privacy information.

Feb 8, 201929 min

BB&T, Suntrust Merger Follows Key Fed Rule Change (Podcast)

Chris Whalen, Chairman of Whalen Global Advisors, and Arnold Kakuda, Senior Credit Analyst: Global Banking Sector for Bloomberg Intelligence, on BB&T Corp.'s merger with SunTrust Banks and what it bodes for the banking sector. Kevin Giddis, Head of Fixed Income at Raymond James, on the Fed, Treasury auctions, and bond markets. Alex Webb, European Technology columnist for Bloomberg Opinion, on Facebook’s advertising model under attack by German antitrust regulators. Ken Shea, Senior Analyst Global Food, Beverages & Tobacco for Bloomberg Intelligenece, on Tyson and Kellogg earnings. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Feb 7, 201929 min

Trump Is Beginning To Cave On North Korea: Eli Lake (Podcast)

Eli Lake, Bloomberg Opinion columnist covering national security, on how Trump is beginning to cave on North Korea, and what the U.S. is doing in Venezuela. Porter Bibb, Managing Partner for MediaTech Capital Partners, on media earnings and the battle for subscribers. Author Jim Krane, fellow in energy studies at Rice University's Baker Institute in Houston, discusses his new book, "Energy Kingdoms: Oil and Political Survival in the Persian Gulf." Lanhee Chen, Research Fellow at the Hoover Institution, on the key takeaways from the State of the Union and the Democratic response. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Feb 6, 201928 min

Puerto Rico Emergency Funds Are Protected: Rossello (Podcast)

Puerto Rico Governor Ricardo Rosello discusses the post-hurricane recovery funds being threatened by President Trump, the State of the Union, and the bond restructuring. Dan Solender, Partner and Head of Municipal Bonds at Lord Abbett, and Michelle Kaske, Puerto Rico reporter for Bloomberg, on Puerto Rico winning approval for its plan to restructure more than $17 billion of sales-tax bonds. William Drewry, Founding Partner at Pursuit Advisory, on how new media companies can't compete with the behemoths like Google and Facebook. Tom Kennedy, Global Head of Fixed Income, J.P. Morgan Private Bank, on bond markets, the Fed and current investment outlook.See omnystudio.com/listener for privacy information.

Feb 5, 201928 min

Crackdown on China Tech Could Create Two 5G Markets (Podcast)

Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on China trade talks and what the Huawei charges could mean for 5G networks. Peggy Collins, Investing Team Leader for Bloomberg, on "Bond King" Bill Gross retiring after four decades in the industry. Ian Webber, CEO of Global Ship Lease (NYSE: GSL), on the global trade environment and impact of trade negotiations, and the company's recent merger. Jon Swallen, Chief Research Officer: North America at Kantar Media, on Super Bowl advertising. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Feb 4, 201927 min

PGIM Plans to Reduce Credit Risk In This Year’s Rallies (Podcast)

Mike Collins, Senior Portfolio Manager at PGIM Fixed Income, on the bond market and current portfolio positioning. Jonathan Tyce, Senior EU Banks analyst for Bloomberg Intelligence, on Deutsche Bank's earnings and outlook: can this bank survive? John Kilduff, Founding Partner of Again Capital, on Big Oil earnings, and oil price outlook. Shira Ovide, Bloomberg Opinion technology columnist, on Amazon's earnings picture and other Big Tech earnings. Hosted by Lisa Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Feb 1, 201929 min

Introducing Behind the Scenes, a New Show

P+L co-host Lisa Abramowicz sits down with Cumberland Advisors Co-Founder David Kotok to talk about his career path, stand out moments, and the advice he gives current students in business school. See omnystudio.com/listener for privacy information.

Jan 31, 20190 min

Tesla May Have Much Less Cash Than Reported: Johnson (Podcast)

Gordon L. Johnson, Managing Director and analyst at Vertical Group, on why he would be aggressively adding to any Tesla short position here. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook earnings and outlook--and why Amazon may have the advantage in the advertising front. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on how a new Venezuela can avoid the oil curse. Leland Miller, CEO of China Beige Book, on how investors are misunderstanding the economic weakness in China. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Jan 31, 201929 min

Trump and China’s Xi Heading Towards Superficial Treaty (Podcast)

Dr. Sam Natapoff, President of Empire Global Ventures, on the difficulty in China trade talks and the Brexit vote outcome. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on how content has been driving earnings in media and telecoms like Apple and AT&T. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on Apple earnings and outlook. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on where the Fed balance sheet could end up after tightening. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Jan 30, 201929 min

The Fed Is Guessing As it Plays With Fire: David Kotok

David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on what to expect from the Fed on the balance sheet, and his outlook for markets. Therese Raphael, Bloomberg Opinion editor, on the stakes at play for today's Brexit vote in Parliament. Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on the Huawei charges and how this will impact US-China trade relations. Shira Ovide, Bloomberg technology columnist, on what to expect from Apple and other big tech reporting earnings this week. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Jan 29, 201934 min

America Is Lagging In The 5G Race: Harvard's Crawford (Podcast)

Susan Crawford, Harvard Law professor and former Special Asst. for Science, Technology, and Innovation Policy during the Obama administration, discusses her new book, "FIBER: The Coming Tech Revolution—And Why America Might Miss It." Bill Barker, Portfolio Manager of the Motley Fool Small Mid-Cap Growth Fund, on why it’s a good time for both growth and value investors in mid-caps. Jeff Saut, Chief Investment Strategist: Equity Research at Raymond James, on why he's bullish on equities in 2019. Karen Ubelhart, Industrials Analyst for Bloomberg Intelligence, on Caterpillar's biggest quarterly profit miss in a decade as a China slowdown hit demand. Hosted by Lisa Abramowicz and Paul SweeneySee omnystudio.com/listener for privacy information.

Jan 28, 201926 min

PG&E’s 2017 Verdict Doesn’t Ensure The Same For 2018 (Podcast)

Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on why it may be too little, too late, for PG&E. Yacov Arnopolin, Portfolio Manager: Emerging Markets at Pimco, on Venezuela, and outlook for EM markets. Mike McGlone, commodity strategist for Bloomberg Intelligence, on bitcoin’s evolution to digital gold. Martin Kremenstein, Head of ETFs at Nuveen,on ETF trends, growth in ESG assets and opportunities in fixed income ETFs. Hosted by Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Jan 25, 201927 min

Venezuela Bonds Have More Upside On Regime Change

Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on Venezuelan assets, as the opposition government tries to seize power. Javier Blas, Chief Energy correspondent for Bloomberg Intelligence in London, on oil markets and reaction to turmoil in Venezuela. Mike Konzen, CEO of a leading design & architecture firm PGAV Destinations, on designing thrill, the future of travel and 2019 trends. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on airline earnings. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Jan 24, 201931 min

UBS Warns Worst May Not Be Over

Patrick Winters, Bloomberg News Swiss Finance Reporter, will discuss his story on UBS warning that the worst may not be over after clients pulled $13 billion in assets during a market meltdown in the final months of 2018. Michael Hirson, Director: Asia at Eurasia Group, discusses China economy and trade negotiations. Stewart Glickman, Head of Energy Research at CFRA Research, discusses oil and earnings. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, gives his outlook for financial markets. Hosted by Paul Sweeney and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Jan 22, 201926 min

Fed Rate Hikes Are More Likely Post Trade Deal: Gaffney (Podcast)

Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on China offering a path to close the trade gap and impact to markets. Paul Light, Professor of Public Service at New York University, on the shutdown has putting a spotlight on the growth of contracted government employees, as the number of full-time employees has stagnated. Brendan Brown, Senior Fellow at The Hudson Institute, on why a“no deal Brexit” is the most likely-and best-outcome for freedom and prosperity in the UK and Europe. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on Tesla cutting 7% of its staff and warning of a difficult road ahead. Hosted by Abramowicz and Paul Sweeney.See omnystudio.com/listener for privacy information.

Jan 18, 201926 min

Fed Is The Most Frequent Murderer Of Economy: Bianco (Podcast)

Jim Bianco, President and Founder of Bianco Research and a Bloomberg Opinion columnist, on markets and the outlook for a recession. Peter Elliot, Editor for Bloomberg Reserve and food and wine expert, discusses how fine dining may be becoming out of reach --except for the extremely wealthy. Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on Morgan Stanley and banks outlook. Ben Steverman, personal finance editor for Bloomberg, on the legacy of Jack Bogle, the founder of Vanguard who advocated low fees. Hosted by Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information.

Jan 17, 201930 min

The Pound Could Drop 5 to 10 Percent If May Loses Vote (Podcast)

Dr. Sam Natapoff, President of Empire Global Ventures, on the Brexit vote outcome. Hosted by Abramowicz and Paul Sweeney. Mark Douglas, CEO of Steelhouse, on Netflix raising prices and why this indicates it will be a blowout quarter. Kevin Hart, Founder and CEO of Green Check Verified (GCV) on their cloud-based technology platform that manages regulatory issues for the legal cannabis space. Chris Flavelle, Climate Policy Reporter for Bloomberg, on why the shutdown could get a lot worse, as agencies remain shuttered and Trump orders thousands of federal employees back to work without pay. See omnystudio.com/listener for privacy information.

Jan 16, 201926 min

Bank Stocks Haven't Priced In Credit Disappointments (Podcast)

Charles Peabody, President of Portales Partners LLC, on bank earnings and outlook. Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on why Theresa May is a dead woman walking. George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on China's economic outlook and how this plays into trade negotiations. Drew Armstrong, U.S. Healthcare team leader for Bloomberg, on Walmart leaving CVS's pharmacy network.See omnystudio.com/listener for privacy information.

Jan 16, 201926 min

China's Private Sector Pressuring Xi For Open Economy (Podcast)

Andrew Browne, Bloomberg Editorial Director for New Economy Forum, on how Trump has hidden allies behind China lines in the trade war. Yalman Onaran, Senior Finance Writer for Bloomberg, on Citibank and bank earnings. Chris Russo, Head of Houlihan Lokey's Sports Practice, on pro-sports M&A, esports valuations, and whether momentum for sports gambling will continue. David Kudla, Founder and CEO of Mainstay Capital Management, on the big news out of the North American International Auto Show in Detroit. See omnystudio.com/listener for privacy information.

Jan 14, 201927 min

Trump's Immigration Stance Hurts US Economy: Cato's Bier (Podcast)

David Bier, Policy Analyst for the Cato Institute, on border wall standoff and whether President Trump's wall and immigration proposals are the best for national security. Tom Atteberry, Partner and Portfolio Manager at FPA (First Pacific Advisers), discusses why investors aren't being compensated for credit and duration risk. James McCormack, Global Head Global Sovereigns and Supranational at FitchRatings, on why they issued a warning for U.S. sovereign debt. Francois Sonneville, Senior Beverage Analyst at Rabobank, on Anheuser-Busch InBev considering an initial public offering of its Asian operations. Hosted by Pimm Foxx and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Jan 11, 201929 min

Federated's Orlando: Bullish on Stocks, S&P at 3100 (Podcast)

Phil Orlando, Chief Equity Market Strategist at Federated Investors, on why he's bullish on U.S. equities. Steve Blitz, Chief Economist at TS Lombard, on what the Fed will do this year. Matt Boyle, Global business reporter for Bloomberg, on retailers casting doubt on what was supposed to be a strong holiday season. Stephen Schork, President of the Schork Group, on oil and gas markets. Hosted by Pimm Foxx and Lisa Abramowicz. See omnystudio.com/listener for privacy information.

Jan 10, 201926 min

Trump Needs China Trade Deal Now Before Optimism Fades (Podcast)

Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on U.S.-China trade talks, and how China’s weakening economy is impacting the negotiations. Jim Vogel, Interest Rate Strategist for FTN Financial, on the weak demand at the Treasury auction, and Fitch sending the U.S. a triple-A rating warning over the shutdown and debt ceiling. Ramesh Ponnuru, Senior Editor at National Review and a Bloomberg Opinion columnist, on Trump's immigration speech, and how the GOP is handling Trump's wall and shutdown. Ferdinando Giugliano, Bloomberg Opinion editor and economics columnist for La Repubblica, on why Italy's Five-Star revolution is already over. Hosted by Pimm Foxx and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Jan 9, 201930 min

Trump Can't Use 'Emergency' To Fund Wall: Feldman (Podcast)

Noah Feldman, Harvard Law professor and a Bloomberg Opinion columnist, discusses his column: "No ‘Emergency’ Will Allow Trump to Build His Wall." Leland Miller, CEO of China Beige Book International, on China trade negotiations and China's debt problem. Damian Sassower, Chief Emerging Market Credit Strategist for Bloomberg Intelligence on how the $225 billion of maturing EM dollar debt in 2019 will impact the market. Keith Merker, CEO of WeedMD (TSXV:WMD), on the acute cannabis supply shortage in Canada, and the Canadian recreational market. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Jan 8, 201929 min

China's Surging Interest Bill Underscores Debt Strain (Podcast)

Victor Shih, associate professor of political economy at UC San Diego, on how the interest payments alone on China's debt servicing is 22% of the country's GDP. Chris Nagi, Executive Editor: Equities for Bloomberg, on big brokers including Morgan Stanley and UBS Group, forming a new stock market to compete with the NYSE, Nasdaq and Cboe. Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on PG&E mulling bankruptcy, and what the most likely outcome is. David Katz, President and CIO of Matrix Asset Advisors, on his current investment outlook, and why he's adding to Apple. Hosted by Pimm Foxx and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Jan 7, 201929 min

Fed Chair Powell Should Love This Jobs Report: McCarthy (Podcast)

Dr. Ward McCarthy, Chief Economist for Jefferies, and Matt Boesler, Bloomberg Fed reporter, discuss the blowout jobs report and the Fed. Jason Schenker, President of Prestige Economics, Chairman of The Futurist Institute, and Bloomberg Opinion columnist, on the economy and 2019 outlook for markets. Marty Schenker, Chief Content Officer for Bloomberg, on the latest White House news, the shutdown, and Nancy Pelosi in the House. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on investors pouring money into ETFs, and looking for yield in smaller liberal-arts colleges. Hosted by Pimm Foxx and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Jan 7, 201930 min

Apple's Explanation For Revenue Plunge Doesn't Cut It (Podcast)

Shira Ovide, Bloomberg Opinion technology columnist, on Apple slashing its revenue forecast on China trade woes and a declining smartphone market. Alan Baum, auto analyst and Principal at Baum and Associates, on auto sales and outlook. Matt Maley, Equity Strategist for Miller Tabak + Co., on why near-term pain will result in long-term gain. Vincent Cignarella, Global Macro Strategist for Bloomberg, on the yen "flash crash," and how global markets are reacting to Apple news.See omnystudio.com/listener for privacy information.

Jan 3, 201926 min

Slowing China Manufacturing May Benefit Global Economy (Podcast)

Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on why a slowing China isn't necessarily a bad thing for the global economy. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, discusses Tesla missing estimates on Model 3 deliveries. Anne Stevenson-Yang, co-founder and research director of J Capital Research Ltd. and Bloomberg Opinion contributor, on why Trump's China strategy isn't working. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, on why investors should buy gold. Hosted by Pimm Foxx and Lisa Ambramowicz. See omnystudio.com/listener for privacy information.

Jan 2, 201927 min

Eaton Vance Sees Buying Opportunities in HY, IG Credit

Henry Peabody, Vice President and portfolio manager for Eaton Vance, on opportunities and risks in the credit markets. Michael Hirson, Director: Asia for Eurasia Group, on China economic data, and outlook for trade negotiations. Chris Macke, founder of Solutionomics, on the broken promises of the Trump tax cut. Michael Bruemmer, Vice President of Data Breach Resolution at Experian, on the top cyber threats for 2019.See omnystudio.com/listener for privacy information.

Dec 31, 201829 min

This One Weird Number Explains Everything: DataTrek's Colas

Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on what's behind the volatile trading week and why the market hasn't yield the long-term results that investors expected. Dr. Sam Natapoff, President of Empire Ventures, on why the UK will see a second referendum on Brexit. Erik Wasson, congressional reporter for Bloomberg, on what's next for the government shutdown. See omnystudio.com/listener for privacy information.

Dec 28, 201827 min

Don't Turn Your Back On Energy Stocks At These Prices

Stephen Guilfoyle, Founder and President of Sarge986 LLC, on what’s driving stock market fluctuations, and why he's buying energy. Atish Davda, CEO of EquityZen, discusses his 2019 IPO outlook, including the companies most likely to go public. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on the Saudi cabinet shake-up, and geopolitics in the middle east. Craig Johnson, President of Customer Growth Partners, on holiday retail, and impacts of gasoline price declines/hikes on consumer and retail spending. (Romaine Bostick filling in for Lisa Abramowicz.)See omnystudio.com/listener for privacy information.

Dec 27, 201831 min

I Don't See A Recession In 2019: Cumberland's Kotok

David Kotok Chairman & Chief Investment Officer of Cumberland Advisors, on markets, why munis are a buy, and outlook for bonds and markets. Marty Schenker, Chief Content Officer for Bloomberg, on the chaos enveloping the Trump Administration and the path forward for Congress. Chris Whalen, Chairman of Whalen Global Advisors, on why Mnuchin's tweet about discussions with bank CEOs was not helpful. Avani Ramnani, Director: Financial Planning and Wealth Management at Francis Financial, on how people should prepare or position their portfolios for a down market in 2019. Hosted by Pimm Foxx and Romaine Bostick (filling in for Lisa Abramowicz.)See omnystudio.com/listener for privacy information.

Dec 26, 201833 min

Fed Will Struggle to Cut Balance Sheet to $3 Trillion (Podcast)

Nathan Sheets, Chief Economist and Head of Global Macroeconomic Research for PGIM Fixed Income, on the Fed, the balance sheet, and the global economy. Rob Lefferts, Microsoft’s Corporate Vice President of Security, on China’s hacking campaign, the talent shortage in security, and the journey to end passwords. Toby Harshaw, National security writer for Bloomberg Opinion, on why Trump's Syria pullout is a grave mistake. Matt Desch, Iridium CEO, on the final launch of the Iridium NEXT satellite constellation with SpaceX, partnering with Amazon Web Services, and why the stock is a BUY now. Hosted by Pimm Foxx and Lisa Ambramowicz.See omnystudio.com/listener for privacy information.

Dec 20, 201832 min

China Intellectual Property Poses Biggest Thorn For U.S. (Podcast)

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the biggest issue the U.S. has with China. John Kilduff, Founding Partner of Again Capital, on where oil price is heading. Daryl Fairweather, Chief Economist for RedFin, on why it's a buyers' housing market. Mark Douglas, CEO of Steelhouse, on how Facebook gave Microsoft, Amazon and other tech giants more intrusive access to your personal data than it ever disclosed. See omnystudio.com/listener for privacy information.

Dec 19, 201824 min

Banks Poised to Suffer Losses On Buyout Loans: Peabody (Podcast)

Charles Peabody, President of Portales Partners LLC, on the outlook for banks: have they seen the bottom or is there more pain to come? Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund at Algebris Investments, on why European credit offers the best value right now. Bess Freedman, recently appointed as Brown Harris Steven’s first ever CEO, discusses the housing market and luxury real estate trends in the New York, Hamptons, Palm Beach, and Miami markets. Rachel Evans, cross-asset reporter for Bloomberg, on how ESG investing has lost its way. Hosted by Pimm Foxx and Lisa Ambramowicz. See omnystudio.com/listener for privacy information.

Dec 19, 201828 min

It's Premature To Start Celebrating the Death of Obamacare (Podcast)

Max Nisen, Bloomberg Opinion health care columnist, discusses his column, "Celebration of Obamacare’s Death Is Again Premature." Alex Spinelli, former head of Amazon’s Alexa, discusses his new AI creation – “Maven," his big initiative as Global CTO of AI bot maker LivePerson. Brendan Ahern, CIO of KraneShares, on China’s weak economic data, and current investment strategies. Matt Toms, CIO of Fixed Income at Voya Investment Management, to discuss his 2019 outlook for fixed income. Hosted by Pimm Foxx and Lisa Ambramowicz.See omnystudio.com/listener for privacy information.

Dec 17, 201831 min

Xi Sees Tariffs As Aggravation He Doesn't Need: Magnus (Podcast)

George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on the slowdown in China’s economy, and China-U.S. trade relations. Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, discusses his column: "Trump’s Tweeting His Post-Presidency Defense Now." Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on bond markets and her outlook for 2019. Sheryl Connelly, Ford's futurist, discusses 2019 trends in technology and artificial technology. See omnystudio.com/listener for privacy information.

Dec 14, 201828 min

Pimco Sees Short-Term Opportunities, Long-Term Pain In Corporate Credit

Dan Ivascyn, Chief Investment Officer of PIMCO overseeing $1.7 trillion in assets, and manager of the world’s biggest actively-managed bond fund, discusses everything from leveraged loans to Brexit to emerging markets. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on the reversal of globalization, as Apple expands its operations in Austin and other U.S. locations. Josh Eidelson, labor reporter for Bloomberg, on workers trying to form a union for Amazon’s new NYC location.See omnystudio.com/listener for privacy information.

Dec 13, 201835 min

GFG Plans On Producing 5 Millions Tons Of Steel in U.S. (Podcast)

Grant Quasha, CIO of GFG Alliance USA, on global steel markets, on why his company is betting on U.S. steel. Richard Conn, Managing Partner of Eurasia Advisors, on Trump and Putin, what to expect from the Butina plea deal, and the impact to U.S.-Russia relations. vCaleb Melby, Financial Investigations Reporter for Bloomberg, on the growing conflicts of interest and investment exploitation of real estate development in opportunity zones. Greg Hahn, President and CIO of Winthrop Capital Management, with their current investment outlook.See omnystudio.com/listener for privacy information.

Dec 12, 201826 min

U.S. Should Follow The EU's Footsteps To Tackle Google (Podcast)

Jim Anderson, CEO of Socialflow, on the key takeaways from Google CEO Pichai's testimony before Congress. Neal Dingmann and Welles Fitzpatrick, Managing Directors at SunTrust Robinson Humphrey covering the E&P sector, discuss energy stocks and valuations. Michael Smart, Managing Director at Rock Creek Global Advisors and former International Trade Counsel on the Senate Finance Committee, on China trade negotiations. David Welch, Detroit Bureau Chief for Bloomberg, on which automakers would be impacted by China cutting auto tariffs.See omnystudio.com/listener for privacy information.

Dec 11, 201827 min

Leveraged-Loan Tourists Are Waking Up To Big Risks

Tom Kennedy, Head of Fixed Income Strategy, J.P. Morgan Private Bank, discusses how widening credit spreads are impacting the leveraged loan market. Therese Raphael, Bloomberg Opinion columnist, and John Authers, Senior Editor for Bloomberg Markets, on Theresa May canceling the Brexit vote, and impact to markets. Ron Quaranta, Chairman and Chief Executive Officer of Wall Street Blockchain Association, on the crypto sell-off and outlook for blockchain. Scott Flanders Chief Executive Officer and Board Member of eHealth, on ACA enrollments and consolidation in the health care industry. Hosted by Pimm Foxx and Lisa Ambramowicz. See omnystudio.com/listener for privacy information.

Dec 10, 201831 min

Russia Has Emerged As A Critical Broker In Global Oil Markets

Meghan O'Sullivan, professor of international affairs at Harvard’s Kennedy School, a senior fellow at the Council on Foreign Relations, and a Bloomberg Opinion columnist, discusses why oil prices have plenty of room to fall. Tom Gimbel, CEO of global staffing company LaSalle Network, on how the job sector is as strong as it's ever been. Noah Smith, Bloomberg Opinion columnist, discusses his column: "U.S. Poverty Is Greater Than Statistics Indicate." Paul Sweeney, U.S. Director of Research and Senior Media & Internet Analyst for Bloomberg Intelligence, on Dish’s Ergen sending a message to the industry with a blackout of HBO. (Paul Sweeney filling in for Pimm Fox.)See omnystudio.com/listener for privacy information.

Dec 7, 201829 min

OPEC Cancels Press Conference In Unusual Move: Schenker (Podcast)

Jason Schenker, President of Prestige Economics and Chairman of The Futurist Institute, discusses the cancelled OPEC meeting in Vienna. Woo Jin Ho, Technology analyst for Bloomberg Intelligence, and Mike McKee, International Economics & Policy Correspondent for Bloomberg, discuss the arrest of Huawei's CFO, and how that may impact trade negotiations and other Chinese tech companies. Gerald Guterman, Senior Principal Partner at Guterman Partners, LLC, on when it's time to buy multi-family real estate. Barak Rabinowitz, Managing Partner of F2 Capital, on VC investing in technology during a seller's market. Hosted by Pimm Foxx and Lisa Ambramowicz.See omnystudio.com/listener for privacy information.

Dec 6, 201828 min

Agricultural Economy Is Softer, More Vulnerable Now: CoBank CEO

Tom Halverson, CEO of CoBank, discusses the agricultural economy, as trade tariffs take their toll. Clive Crook, Bloomberg Opinion editor, on the EU ruling that the U.K. should be allowed to reverse Brexit, and former BOE Governor Mervyn King blasting May's plan. Marianna Goldenberg, Founder of CURO Wealth Management, on how clients are rushing in to settle divorces ahead of tax changes in 2019. Tim Dissette, Senior Partner at Infinitas, on the fastest pace of consolidation he's ever seen in the financial adviser industry. Broadcasting Live from Commonwealth's "Power In Practice Alumni Workshop" in Orlando. Hosted by Pimm Foxx and Lisa Ambramowicz.See omnystudio.com/listener for privacy information.

Dec 4, 201827 min