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Bloomberg Intelligence

3,408 episodes — Page 42 of 69

Higher-End Housing In U.S. Could See 30-50% Price Drop (Podcast)

Jeanie Wyatt, CEO and CIO of South Texas Money Management, discusses markets, risks in the housing sector, and her current stock picks. Ellen Wald, President of Transversal Consulting and Nonresident Senior Fellow at the Atlantic Council's Global Energy Center, on Qatar announcing they will leave OPEC next month. Mike McDonough, Chief Economist: Financial Products at Bloomberg LP, on Trump's trade cease-fire. Greg Steltenpohl, co-founder and CEO of Califia Farms, and former co-founder of Odwalla Juice Company, on scaling a product from sidewalk to a publicly traded company. Hosted by Pimm Foxx and Lisa Ambramowicz.See omnystudio.com/listener for privacy information.

Dec 3, 201829 min

Argentina Is Biggest Risk Facing Emerging Market Credit

Damian Sassower, Chief Emerging Markets Strategist for Bloomberg Intelligence, on G20 and emerging markets. Jonathan Tepper, Founder of Variant Perception and Bloomberg Opinion columnist, discusses his column, "U.S. Corporations Are Winning War on Capitalism." Mark Chediak, energy reporter for Bloomberg, on California mulling a different structure for beleaguered utility PG&E, after the wildfires. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on GM’s pullback imperiling cities where its factories are a tax lifeline. See omnystudio.com/listener for privacy information.

Nov 30, 201826 min

Deutsche Bank’s Board Can't Seem To Grasp Corporate Governance

Lionel Laurent, Bloomberg Opinion columnist, discusses his column, "Deutsche Bank’s Control Failings Become Acute," following a raid on the company related to money-laundering. June Grasso, Legal Analyst and host of Bloomberg Law, and Larry Liebert, National Security editor for Bloomberg, on Michael Cohen pleading guilty to lying to Congress. Ontario Finance Minister Vic Fedeli discusses cutting the deficit, the Ontario economy, and the struggle with cannabis legalization. Easton LaChapelle, Founder of Unlimited Tomorrow, on producing advanced and realistic prosthetics using 3D printing. See omnystudio.com/listener for privacy information.

Nov 29, 201828 min

Tariffs Driving Some Production Back To China: Volvo CEO

Volvo CEO Hakan Samuelsson, on why they’re at the LA Auto show without any cars on the stand, the global demand cycle for autos, and thoughts on GM. Frans Muller, President & CEO of Ahold Delhaize, on consolidation in the U.S., the growth of online, and changing consumer food habits. Lloyd Minor, Dean of the Stanford University School of Medicine, on how technology is transforming the future of healthcare. Michael Rea, Founder and CEO of RX Savings Solutions, discusses the company’s recent deal to provide an online prescription-savings tool to large employer plans, and what to expect on drug pricing. See omnystudio.com/listener for privacy information.

Nov 28, 201830 min

"Goldilocks" Era Will End For The U.S. Next Year: Bill Rhodes

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China, what to expect at G20, and investing in Mexico. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses: the response to Putin’s Ukraine aggression; the Mexico border situation. Emily Roland, Head of Capital Markets Research at John Hancock Investments, on why she's preparing to get defensive.See omnystudio.com/listener for privacy information.

Nov 27, 201828 min

It's Very Implausible That Powell Will Pause To Please Markets

John Authers, Senior Editor for Bloomberg Markets, on markets and the Powell "put." David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook's corporate governance, and outlook for COO Sheryl Sandberg. David Welch, Detroit Bureau chief for Bloomberg, on GM planning to cut 10,000 jobs and close five North America plants. Fernando Camara, Founder and CEO of Skyhour, a platform that enables users to gift and receive air travel time in the form of skyhours: one skyhour equals one hour in the sky for $60. See omnystudio.com/listener for privacy information.

Nov 26, 201827 min

Bitcoin Sell-Off Reflects Volatility--Not A Bursting Bubble

CoinShares Chairman Danny Masters discusses the sell-off in bitcoin and what it signifies. Ken Monaghan, Amundi Pioneer Co-Director of High Yield, discusses the high yield landscape and whether it's time to buy. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on what Apple supplier woes are saying about the company and the smartphone market. Marvin Loh, Global Macro Strategist at State Street, on his economic outlook, Italy contagion, the Fed's hiking path, the deficit and trade impact.See omnystudio.com/listener for privacy information.

Nov 21, 201826 min

Monopolies In The U.S. Have Threatened Our Democracy: Tim Wu

Tim Wu, author and Professor at Columbia Law School, discusses his new book, "THE CURSE OF BIGNESS: ANTITRUST IN THE NEW GILDED AGE." Leslie Wohlman Himmel, Co-Managing Partner at Himmel + Meringoff Properties, on how Amazon’s new headquarters will impact the New York City real estate market. Lionel Laurent, Bloomberg Opinion columnist covering finance and markets, on the bitcoin sell-off. David P. Willard, Founder, CEO & Managing Partner at 52 Capital Partners, LLC, on why the slowdown in China M&A may not last. See omnystudio.com/listener for privacy information.

Nov 20, 201831 min

Auto Icon Carlos Ghosn Could Be Facing A Catastrophic Ending

David Welch, Detroit Bureau Chief, and Matt Miller, co-anchor of Bloomberg’s European Open, on Nissan CEO Carlos Ghosn arrested over financial improprieties. Peggy Collins, Bloomberg Investing Team Leader, on Abby Johnson preparing Fidelity for a $22 trillion shift in assets to women. Anne Mathias, Vanguard’s Global Rates and FX Strategist, discusses how China trade negotiations are impacting markets, and what to expect from the Fed.See omnystudio.com/listener for privacy information.

Nov 19, 201818 min

The Bottom Line Is California Won't Allow PG&E To Fail

Kit Konolige, Senior Industrials and Utilities Analyst for Bloomberg Intelligence, on PG&E soaring after regulator signals it doesn’t have bankruptcy interest. Brendan Brown, Chief Economist and Head of Economic Research at Mitsubishi UFJ Securities, discusses Brexit, the global economy, and themes from his new book, "The Case Against 2 Per Cent Inflation." Adnan Durrani, CEO and Founder of Saffron Road, on the global shift away from processed food, and towards smaller, organic brands. Therese Raphael, Bloomberg Opinion Editor, discusses her column, "The Problem Isn’t Theresa May. It’s Brexit."See omnystudio.com/listener for privacy information.

Nov 16, 201826 min

People Voted On Health Care, Not The Economy: Rep. Eshoo

Rep. Anna Eshoo, D-CA, discusses health care legislation and what the Democrats have in store when they take over the House in January. Chris Ailman, Chief Investment Officer at CalSTRS Investments, on banding together with other investors representing more than $4.8 trillion in assets to pressure gun manufacturers and sellers on gun safety. Tom Gann, Chief Public Policy Officer at McAfee, on why financials and the government face the biggest cyber risk. Kevin Murphy, CEO of Acreage Holdings, on going public in Canada, their acquisition push, and the future of cannabis legislation in the U.S. Broadcasting live from Bloomberg’s Government Next.2018 conference in Washington DC.See omnystudio.com/listener for privacy information.

Nov 15, 201830 min

Permanente Sees Health Care Shifting From Hospital To Home

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Nov 14, 201829 min

France Wouldn't Consume More U.S. Wine, Even With Zero Tariffs

Tom Gearing, Managing Director and co-Founder of Cult Wines, on Trump's wine tweets, and investing in wine. Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on the mounting pressure on Theresa May to abandon her Brexit plan, as well as a look at Italy's budget. Petco CEO Ron Coughlin discusses the company’s new standards for pet nutrition and potential impact to its annual sales. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses how the deficit will require more funding. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Nov 13, 201829 min

State-Approved Cannabis Will Become Permanent in 2019

Adam Bierman, CEO and co-founder of MedMen, on their recent acquisition of PharmaCann, and how this year’s midterms will impact the cannabis industry. Gary Shilling, President of A. Gary Shilling, on the dollar and a looming recession. John Kilduff, Founding Partner of Again Capital, to discuss current outlook for oil price and markets, following Saudi's announcement of cutting back supply. Jay Stein, CEO of Dream Hotels, on hotel industry trends, the effect of Airbnb on the hospitality sector, and AI driving customer experiences. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Nov 12, 201829 min

Signs of Credit Stress Pose A Big Challenge to Emerging Markets

Damian Sassower, Chief EM Credit Strategist for Bloomberg Intelligence, on tight conditions shifting the returns on EM, and the current outlook for EM markets. Greg Gohr, Senior Vice President, Wealth Management, Commonwealth Financial Network, discusses momentum towards fee-only advisory business and the fee-only landscape. Julian Lee, Bloomberg oil strategist, on oil entering a bear market. Maggie Johndrow, financial advisor and Founder of Johndrow Wealth Management, on guiding millennials’ investing. Broadcasting Live from the Commonwealth Financial Networks Annual National Conference of Advisors, from the Marriott in Austin, Texas.See omnystudio.com/listener for privacy information.

Nov 9, 201830 min

We've Been Reducing Risk As Cycle Nears Peak: Commonwealth CIO

Brad McMillan, Chief Investment Officer at Commonwealth Financial Network, on markets and investments. Kristina Hooper, Chief Market Strategist, Invesco, on how the election outcome will impact investing strategy. Larry Liebert, National Security Editor for Bloomberg, on what to expect after the firing of Jeff Sessions. Virgil Kahl, President and Owner, Spring Ridge Financial Group, LLC, discusses the active vs. passive debate, and the use of ETFs vs mutual funds. Broadcasting live from Commonwealth Financial Network’s National Conference 2018 in Austin, Texas.See omnystudio.com/listener for privacy information.

Nov 8, 201829 min

Stock Rally Is More A Sign of Relief Than Cheering Gridlock

Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on what the midterm elections mean to markets and investors. Steve Dennis, Senate reporter for Bloomberg, on the new Senate makeup, and Mitch McConnell’s goals. Bloomberg's Billy House, Congressional Reporter, and Toluse Olorunnipa, on what to expect from the Democratic House and their subpoena power. Amanda Albright, muni reporter for Bloomberg, on the bond sales that voters approved in the midterms, and how it could impact infrastructure around the country.See omnystudio.com/listener for privacy information.

Nov 7, 201832 min

Florida Is Delivering The Drama To Election Junkies

Al Hunt, Bloomberg Opinion columnist, discusses the key races to watch in the midterm elections. Schwark Satyavolu, Trinity Ventures General Partner, on investment opportunities in fintech. Brian Rye, Senior Government analyst for Bloomberg Intelligence, on the impact the midterm elections could have on major policies, ranging from healthcare to energy. Noel Hebert, Director of Credit Research for Bloomberg Intelligence, on Sears creditors asking a court to probe Eddie Lampert’s transactions that they say may have bilked them of $2.6 billion. See omnystudio.com/listener for privacy information.

Nov 6, 201827 min

A Big Red Flag In Nat Gas Is Exposed As Inventory Dwindles

Stephen Schork, President of the Schork Group, on the imbalance in the natural gas markets, and how Iran sanctions will play out on oil price. Adam Ereli, former US Ambassador to Bahrain and deputy State Department spokesman, on Iran sanctions and the power shift in Saudi Arabia. John Authers, Senior Editor for Bloomberg Markets, on why a Democratic midterms win would be good for the bond markets. Gilda Perez-Alvarado, CEO of JLL’s Hotel & Hospitality group, discusses the recovering hotel market. See omnystudio.com/listener for privacy information.

Nov 5, 201828 min

Trump's Animal Spirits Are Threatened by China Trade Tiff

Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on Trump pushing for a China trade deal ahead of the midterms. Barry Eichengreen, Professor of Economics and Political Science at Berkeley, discusses whether populism- and the unraveling of globalization- the biggest threat to markets. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on Apple earnings and the company's decision to stop reporting iPhone unit sales. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on the boom in municipalities' fundraising. See omnystudio.com/listener for privacy information.

Nov 2, 201826 min

Next Wave of Tech Will Shift From FAANG to Payments, Autos

Taimur Hyat, Chief Strategy Officer for PGIM, discusses investing in the "new" technology frontier. Cathy Marcus, Global Chief Operating Officer and Head of the U.S. business at PGIM Real Estate, on opportunties in the U.S. real estate market. John Butler, Senior Telecoms Analyst for Bloomberg Intelligence, on Apple earnings. Nathan Sheets, Chief Economist for PGIM Fixed Income, on the impact of the US-China trade war on the global economy. Broadcasting live from the PGIM Headquarters in Newark, New Jersey. See omnystudio.com/listener for privacy information.

Nov 1, 201829 min

It’s Too Late For Smaller Asset Managers To Scale Up

Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on how the largest asset managers are increasing market share and putting the squeeze on their smaller rivals. Mark Douglas, CEO of Steelhouse, on Facebook earnings and outlook, and the digital ad space. Mike McDonough, Chief Economist: Financial Products at Bloomberg LP, to discuss China’s economy, and what the real risks are. Alan Baum, auto analyst and Principal at Baum and Associates, on GM earnings, and the declining auto industry cycle. See omnystudio.com/listener for privacy information.

Oct 31, 201828 min

Stock Market Is Getting Close To Being Washed Out: Maley

Matt Maley, Equity Strategist for Miller Tabak + Co., on markets and current investment outlook. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on GE earnings and outlook. Colin Gillis, Director of Research at Chatham Road Partners, on what to expect from Facebook and Apple earnings. Chen Grazutis, Apparel and Footwear Analyst for Bloomberg Intelligence, on Under Armour's comeback, and whether retail is dead.See omnystudio.com/listener for privacy information.

Oct 30, 201828 min

Angela Merkel Pre-Empts Power Vacuum With Exit Strategy

Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on Angela Merkel’s strategy in exiting leadership of her party, and how this could impact the European landscape. Bob Hockett, Professor at Cornell Law School, discusses the FBI examining if Tesla misstated information about production of its Model 3 sedans and misled investors. Joe Lusardi, President of Curaleaf, one of the largest cannabis retailers in the U.S., on the company’s listing on the CSE, and outlook for growth. Brendan Ahern, CIO of KraneShares, on China markets and what he’s buying in the selloff. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Oct 29, 201826 min

Such Strong GDP Isn’t Sustainable: KPMG’s Hunter

Constance Hunter, Chief Economist at KPMG, on GDP numbers, the Fed and economic outlook. David Garrity, Chief Market Strategist for Laidlaw & Co. LTD, on Google and Amazon earnings, and the tech sector fallout. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the chip sector, and how the big names compare: Intel, AMD, Western Digital. Max Nisen, Bloomberg Opinion columnist covering health care, on why Trump's new drug pricing plan has real teeth.See omnystudio.com/listener for privacy information.

Oct 26, 201831 min

Tesla Stock Will Be Below $200 In Next 12 Months: Kudla

David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on Tesla earnings and outlook. Clint Watts, Senior Fellow at the Center for Cyber and Homeland Security at George Washington University, discusses the terrorist pipe bomb attack, and the NY Times report that Trump's unsecured cell phone is being spied on by China and Russia. Scott Kessler, Director, Equity Research and Analyst at CFRA, on Twitter earnings, and previews Google and Amazon earnings. Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, discusses how lottery gaming companies like IGT and Sci Games are benefiting from the record lottery jackpots. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Oct 25, 201827 min

We're Going To See An Implosion In High-End Condos: Guterman

Gerald Guterman, Senior Principal Partner at Guterman Partners, LLC, on risks in the condo market. Leslie Wohlman Himmel, Co-Managing Partner at Himmel + Meringoff Properties, on real estate investing opportunities in New York City. Don Peebles, Chairman & CEO of The Peebles Corporation, on national housing market and affirmative investing. Jim Bianco, President and Founder of Bianco Research and a Bloomberg Opinion columnist, on why Trump is right to question the Fed. See omnystudio.com/listener for privacy information.

Oct 24, 201825 min

MTA Homing In On Near-Term $33 Billion Upgrade Plan (Podcast)

Pat McCoy, Finance Director, New York Metropolitan Transportation Authority, on being a leader in selling municipal green bonds, and the capital needed to revamp the system. Sean McCarthy, CEO, and Bob Cochran, Chairman, Build America Mutual, on municipal market conditions, and the outlook for US infrastructure. Brooke Sutherland, Bloomberg Opinion industrials columnist, on Caterpillar tumbling after flagging higher costs for materials. John Authers, Senior Markets Editor for Bloomberg, on the China selloff and economic risks in Italy.See omnystudio.com/listener for privacy information.

Oct 23, 201826 min

Ford Bonds Are A Golden Opportunity If Rating Holds Up

Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on whether Ford credit could get cut to a junk rating. Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan Stanley, on how the midterms could impact investing decisions. Gillian Tan, Senior Reporter for Bloomberg, on how Blackstone landed $20 billion from the Saudis for their new fund. Raj Sabharwal, Founding Partner and Managing Director at Glass Revolution Imports, on the growth of whiskey, new imports from India, and the impact of tariffs. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Oct 22, 201827 min

EM Investors Are Very Worried About China: Van Eck’s Fine

Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on emerging markets, China fears and the IMF. Marty Schenker, Chief Content Officer for Bloomberg News, on the political tightrope that Trump is facing in dealing with the Saudis and the Prince. Richard Lark, CFO at Gol Airlines, on Brazil’s economy post-election, using cash to delever, and why their new plans are saving them money. Sarah Halzack, Bloomberg Opinion consumer columnist, on what P&G's earnings surprise says about consumers.See omnystudio.com/listener for privacy information.

Oct 19, 201828 min

The Smart Money May Be Getting Out of the Market Now: Booth

Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, and a Bloomberg Opinion columnist, discusses red flags in the economy. Dr. Ellen Wald, President of Transversal Consulting and author of "Saudi, Inc.," discusses US-Saudi relations, and impact to oil markets and MBS’ tech investments. Peggy Collins, U.S. Investing team leader, on Invesco buying Oppenheimer Funds. Steve Englander, Global Head of G10 FX Research and North America Strategy for Standard Chartered Bank, and a Bloomberg Opinion columnist, on the U.S. Treasury’s foreign-exchange policy report to Congress.See omnystudio.com/listener for privacy information.

Oct 18, 201826 min

Digital Currencies Are Entering A Third Phase: CoinShares Chair

CoinShares Chairman Danny Masters discusses Fidelity’s new client offering, and the outlook for crypto currencies. Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, discusses her outlook for fixed income and why emerging markets are looking attractive. Anurag Rana, Senior Software & IT services analyst for Bloomberg Intelligence, on why Shopify will benefit from Canada's legalization, and IBM shares tanking after disappointing earnings. Hal Brands, Henry A. Kissinger Distinguished Professor at Johns Hopkins University and Bloomberg Opinion columnist, discusses the Saudi Arabia crisis, and his column: "The U.S. Needs a New Way to Deal With Dictators." See omnystudio.com/listener for privacy information.

Oct 17, 201825 min

The Saudis Need To Pick A Fall Guy: CIA Veteran Devine

Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the escalating crisis in Saudi Arabia. Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and outlook. Paul Sweeney, U.S. Director of Research and Senior Media & Internet Analyst for Bloomberg Intelligence, previews Netflix earnings. Aaron Brown, Bloomberg Opinion columnist and former head of financial market research at AQR Capital Management, on how Fidelity starting a crypto business for clients will impact the market.See omnystudio.com/listener for privacy information.

Oct 16, 201828 min

Trump Steering Economy To An Outdated Model: Joe Stiglitz

Guests: Joe Stiglitz, Nobel Laureate in Economics and Professor at Columbia University, discusses the deficit, trade wars, and how America must be lead towards the new, service economy. Noel Hebert, Director of Credit Research for Bloomberg Intelligence, on 125-year old iconic retailer Sears filing for bankruptcy. Ali Al-Ahmed, founder and director of The Institute for Gulf Affairs, and Toby Harshaw, Bloomberg Opinion editor, to discuss the missing Saudi journalist Khashoggi, and impact on US-Saudi relations. See omnystudio.com/listener for privacy information.

Oct 15, 201830 min

Avoid Banks, More Downside Coming: Charles Peabody (Podcast)

Charles Peabody, President of Portales Partners LLC, on bank earnings and why it’s not a good time to buy the sector. Nokia Chairman Risto Siilasmaa, discusses his new book, " Transforming NOKIA: The Power of Paranoid Optimism to Lead Through Colossal Change." Bobby Ghosh, Bloomberg Opinion editor, discusses the editorial: "Saudi Arabia Must Explain What Happened to Khashoggi." Amanda Albright, muni bond reporter for Bloomberg, discusses Los Angeles considering creating a public bank. Hosted by Pimm Fox and Lisa Abramowicz. See omnystudio.com/listener for privacy information.

Oct 12, 201828 min

The Fed Isn’t Crazy, Trump’s Trade War Is: David Kotok

David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on the market selloff, Trump blaming the Fed, and his current economic outlook. Will Hares, European energy analyst for Bloomberg Intelligence, on OPEC cutting its estimate for global demand for crude next year. Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on the market rout and whether it's a buying opportunity. Ernest Loumaye, CEO of Women’s Health biopharma ObsEva (NASDAQ: OBSV), on their pipeline of drugs aimed at targeting conditions that impact womens' fertility. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Oct 11, 201829 min

China Must Decide On Growth Or Deleveraging: Magnus

George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on his new book, "Red Flags: Why Xi’s China is in Jeopardy."Matt Chiodi, Vice President and Chief Information Security Officer at RedLock, on a major U.S. telecom company discovering more manipulated hardware from China’s Super Micro Computer Inc. Molly Smith, corporate finance reporter for Bloomberg, on Tesla's bonds showing no signs of default anytime soon. Jim Paulsen, Chief Investment Strategist at Leuthold, discusses why concerns that the U.S. economy will overheat and inflation will accelerate is becoming “the prevailing attitude of Wall Street." Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Oct 10, 201828 min

Three Reasons Why U.S. Stocks Are Going Up: Orlando (Podcast)

Phil Orlando, Chief Equity Market Strategist at Federated Investros, on jobs, the stocks market and current investment strategy. Carl Weinberg, Chief Economist at High Frequency Economics, on the IMF outlook. Mark Lindbloom, Portfolio Manager for Western Asset Management, on the bond market selloff and the launch of their new fixed income ETF. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the China yuan and outlook for emerging markets.See omnystudio.com/listener for privacy information.

Oct 9, 201833 min

Saudi Aramco IPO Will Happen When Pigs Fly: Kilduff

John Kilduff, Founding Partner of Again Capital, on oil price outlook, and outlook for the revived Saudi Aramco IPO. Joel Stern, Chairman and CEO of Stern Value Management, to discuss the Fed, his current market outlook, and why Trump's tariffs strategy is the right one. Dan Cancel, Managing Editor: Latin America for Bloomberg in Sao Paulo, on Brazil's presidential elections, and how assets are reacting. Eli Casdin, Chief Investment Officer and Co-Founder of Casdin Capital, on biotech investing. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Oct 8, 201828 min

I Don't Think the Wise Investor Ever Waits in the Muni Market: Mysak

Erik Gordon, Michigan University Professor at the Ross School of Business on Elon Musk and the SEC. We also have Joe Mysak, Editor for Bloomberg Brief: Municipal Market discussing the economy. Also joining the program is Malcolm Harkins, Chief Security & Trust Officer at Cylance discussing Cyber-security and China hacks. We also have Beth MacLean, Portfolio Manager at PIMCO, on the bank loan market and her outlook on the economy. See omnystudio.com/listener for privacy information.

Oct 5, 201826 min

RedLock CISO: China Chip Hack May Be Just The Beginning

Matt Chiodi, Chief Information Security Officer at RedLock, on China's hack into U.S companies, and what companies should be doing. Edward Hertzman, Founder and President of Sourcing Journal, on the impact of tariffs on textiles and the supply chain, and how Amazon is changing the apparel landscape. Jeremy Keehn, Bloomberg editor, on China using a tiny chip in a hack that infiltrated US companies, including Apple and Amazon. Justin Gover, CEO of GW Pharmaceuticals, on their FDA-approved cannabis drug Epidiolex receiving the lowest drug restriction by the DEA, and what's next in the company pipeline. See omnystudio.com/listener for privacy information.

Oct 4, 201827 min

Too Much Money Chasing Too Few Deals: Oaktree's Marks

Howard Marks, co-Chairman of Oaktree Capital, discusses his new book, "MASTERING THE MARKET CYCLE: Getting the Odds On Your Side,"and his current outlook for investors. Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School, on the new Mexico-Canada deal and outlook for China negotiations. Ferdinando Giugliano, Bloomberg Opinion Editor in Rome, on Italy's budget deficit, and his column, "The Best Way to Answer Italy's Populists." Tim O'Brien, Executive Editor for Bloomberg Opinion, discusses the NY Times report on the Trump Organization's tax evasion. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Oct 3, 201836 min

The 36-Year Cancer Fight That Led To A Nobel Prize

Dr. Jim Allison, Chairman of Immunology at the MD Anderson Cancer Center, on winning the Nobel Prize for his cancer treatment research on immunotherapies. Duncan Wood, Director of the Mexico Institute at The Wilson Center, on why the new Canada-Mexico trade deal represents a modernization of the 1994 NAFTA deal. Brendan Coughlin, President of Consumer Lending at Citizens Bank, on their new student lending survey and the impact of growing student loan debt. Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund at Algebris Investments, on outlook for Italy contagion.See omnystudio.com/listener for privacy information.

Oct 2, 201827 min

New GE CEO Has An Uphill Battle, Needs To Shrink Power

Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on GE’s new CEO and eps guidance. Ramesh Ponnuru, Senior Editor at the National Review and Bloomberg Opinion columnist, on the Kavanaugh hearings. Josh Gallu, White House Editor for Bloomberg, on politics surrounding President Trump’s new trade deal with Canada and Mexico. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Oct 1, 201820 min

Tesla Will Struggle To Raise Money Without Elon: Kudla (Podcast)

David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on Tesla outlook following the SEC lawsuit against CEO Elon Musk. Former Cisco CEO John Chambers shares his playbook and leadership philosophy in his new book, "CONNECTING THE DOTS: Lessons for Leadership in a Startup World." John Wilson, Cornerstone Capital Group's Head of Research and Corporate Governance, on how Tesla's Board should be handling Elon Musk. Lauren Jupiter, Co-Founder and Managing Partner of venture capital fund AccelFoods, on investing in high-growth and innovative food & beverage startups, and trends in the food space. Hosted by Pimm Fox and LisaSee omnystudio.com/listener for privacy information.

Sep 28, 201830 min

Best Technology Opportunities Lie Away From The Herd

Kevin Landis, CEO of Firsthand Technology Fund (NASDAQ: SVVC), and CIO of Firsthand Capital Management, discusses the less travelled areas of tech investing. Brad Hunter, Chief Economist at HomeAdvisor, on housing data, and how the Fed will impact home buying. Carl Riccadonna, Chief US Economist for Bloomberg Economics, previews the Fed decision.See omnystudio.com/listener for privacy information.

Sep 26, 201818 min

Trump’s UN Address Targets Regime Change In Iran: Cohen

Ariel Cohen, Senior Fellow at the Atlantic Council, on President Trump’s address to the UN, how it will impact Iran-US relations, and what to expect from this week’s assembly. Phil Torres, Global Co-Head of Emerging Markets at Aegon Asset Management, on why he bought Turkey this summer. Richard F. Chambers, President and CEO of The Institute of Internal Auditors (IIA), discusses why US corporations may have a false sense of security regarding the impact of a trade war. Shira Ovide, Bloomberg Opinion technology columnist, on the Instagram founders leaving Facebook. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Sep 25, 201823 min

Rosenstein Resignation Would Be Greatest Gift To Trump

Al Hunt, Bloomberg Opinion columnist, and June Grasso, June Grasso, legal analyst and co-host of Bloomberg Law, on the political and legal implications surrounding reports that Rod Rosenstein is resigning or being fired. Barry Parkin, Chief Sustainability Officer for Mars Inc., on the company's plan to reduce the carbon footprint of its business and supply chain by more than 60% by 2050. Andrei Shleifer, Professor of Economics at Harvard University, discusses the financial crisis and his new book, A Crisis of Beliefs: Investor Psychology and Financial Fragility. Alicia Levine, BNY Mellon Investment Management Chief Market Strategist, on the rise of gender-lens investing and their new "Womenomics" fund. Hosted by Pimm Fox and Lisa AbramoSee omnystudio.com/listener for privacy information.

Sep 24, 201832 min

Leveraged-Loan Gloom Is Way Overdone: Eaton Vance PM

Chris Remington,Director of Income Product & Portfolio Strategy at Eaton Vance, on whether investors are jumping into the leveraged loan market at the wrong time. Ian Wishart, Bloomberg European government reporter, on the messy divorce EU and Theresa May's Brexit negotiations, and the current outlook for Brexit. Tony Scherrer, Director of Research and Co-Portfolio Manager at Smead Capital Management, on their current investment and market outlook. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on the Etihad-Emirates merger, and JetBlue Founder Neeleman starting a new low-cost carrier.See omnystudio.com/listener for privacy information.

Sep 21, 201825 min

Get Paid, But Only For Beating Benchmarks: Peter Kraus

Peter Kraus, Founder and Partner of Aperture Investors and former CEO of AllianceBernstein, on launching a new approach to fund management: performance-based pay, and fees only if they beat the market. Lananh Nguyen, FX reporter for Bloomberg, on how dollar traders see the Fed's next rate hike as a big sell signal. Tom Orlik, Chief Economist for Bloomberg Economics, discusses the impact of a drawn out U.S.-China trade war, and China's plan for an import tax cut. Shira Ovide, Bloomberg Opinion columnist, on Amazon's new disruption target: convenience stores. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Sep 20, 201828 min