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Bloomberg Intelligence

Bloomberg Intelligence

3,442 episodes — Page 43 of 69

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

Debt ETFs Could Grow to $2 Trillion: BlackRock’s Tucker

Matt Tucker, Head of iShares Americas Fixed Income Strategy at BlackRock, on the fixed income market and consumer flows. Sam Masucci, CEO of ETF Managers Group, on money flowing out of cyptocurrencies into cannabis ahead of Canada legalizing weed on Oct 17. Mike Jackson, Chairman, CEO and President of AutoNation, discusses why he is stepping down and making the transition to Executive Chairman in 2019, and what lies ahead for the company. Danielle Hale, Chief Economist for Realtor.com, discusses whether the American Dream of home ownership is still attainable. Hosted by Pimm Fox and Lisa Abramowicz. See omnystudio.com/listener for privacy information.

Sep 19, 201828 min

Dunkin’s Travis: Public Companies Profit From Scrutiny

Nigel Travis, Executive Chairman of Dunkin' Brands, discusses his new book, "The Challenge Culture," and outlook for the brand. Leland Miller, CEO of China Beige Book International, on China retaliating to Trump imposing $200 billion in tariffs, and how China’s economy may be impacted. Scott Lawlor, CEO of Waypoint Residential, on the real estate cycle, housing trends and investment opportunities. Julian Lee, Bloomberg oil strategist in London, on how Iran sanctions are biting and impacting oil markets. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Sep 18, 201829 min

China Retaliation On Tariffs Could Punish Supply Chains

Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations, on the latest tariffs push in the Trump/China trade war. Denise Chisholm, Sector Strategist at Fidelity, on outlook for markets and sector analysis. Kyle Stock, senior correspondent for Bloomberg, on how self-driving cars can't handle rain, sleet or snow. Dr. Ellen Wald, energy analyst and President of Transversal Consulting, and Toby Harshaw, Bloomberg Opinion editor, on oil byproduct loopholes in the Iran sanctions before they hit in November. See omnystudio.com/listener for privacy information.

Sep 17, 201827 min

Consumers May Balk At Paying For Outage-Proof Utilities

GUESTS:Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on impact to utilities from Hurricane Florence. Michael Brandes, chief investment strategist of Itaú Private Bank, on emerging markets, corporate bond markets and central banks. Chris Macke, Founder of Solutionomics, on why the Republican push for "Tax Reform 2.0" would add insult to injury, and what his solution would be. Bloomberg's Kristine Owram, Canadian cannabis reporter, and Tara Lachapelle, deals and media columnist, on the turbulence in pot stocks and why liquor companies are the first movers on marijuana, and not Big Tobacco.See omnystudio.com/listener for privacy information.

Sep 14, 201830 min

Wall Street’s Shale Mania Is Like The First Dotcom Bubble

GUESTS: Bethany McLean, co-author of the bestseller "The Smartest Guys In The Room: The Amazing Rise and Scandalous Fall of Enron," discusses her new book, "Saudi America SAUDI AMERICA: The Truth About Fracking and How It’s Changing the World." Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Financial Group (NYSE: CFG), to discuss M&A trends in the market, tax and regulatory reform, and the loan environment. Vincent Cignarella, Global Market Strategist for Bloomberg, on Turkey’s rate decision and impact to EM assets. Matthew Boyle, U.S. retail reporter for Bloomberg, on why Kroger was punished for its earnings miss. See omnystudio.com/listener for privacy information.

Sep 13, 201826 min

Drug Prices Increased 35 to 435%, Despite Trump Pledge

Michael Rea, Founder and CEO of RX Savings Solutions, discusses how drug companies are ignoring Trump and raising prices, and the increase in spread pricing from PBMs. Hosted by Pimm Fox and Lisa Abramowicz. Mark Gurman, technology reporter for Bloomberg, reporting from Apple headquarters in Cupertino as the new product lineup is unveiled. Marty Sass, Chairman and CEO of MD Sass Associates, on his current investment strategy and market outlook. Tim Ross, UK government reporter for Bloomberg, on the UK and EU said to plan a special summit to sign a Brexit deal. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Sep 12, 201827 min

CalSTR's Ailman: Market Shifting To Private Companies

Chris Ailman, Chief Investment Officer for CalSTRS, on his investment strategy, trade wars, and hedging the portfolio. Jim Anderson, CEO of SocialFlow, on creating a new blockchain-enabled digital advertising system that replaces the traditional ad model. Jeffrey Flynn, insurance analyst for Bloomberg Intelligence, and Brian Sullivan, energy and commodities reporter for Bloomberg, on Hurricane Florence, and which insurers are at risk. Mariana Mazzucato, economics professor and Director of the Institute for Innovation and Public Purpose at University College London, discusses her new book: "THE VALUE OF EVERYTHING: Making and Taking in the Global Economy." Hosted by Lisa Abramowicz and Pimm Fox.See omnystudio.com/listener for privacy information.

Sep 11, 201838 min

Argentina Has ’Passed The EM Test’ While Turkey Fails

Eric Fine, Portfolio Manager:Emerging Markets Fixed Income Strategy for Van Eck Global, on emerging market strategy, and why he still likes Argentina. Porter Bibb, Managing Partner for MediaTech Capital Partners, on Les Moonves' departure from CBS, and what it means for the company. David Garrity, CEO of GVA Research, on Apple's upcoming product launch and impact of President Trump's twitter attack on Apple's production abroad. Aaron Brown, Bloomberg Opinion columnist and former head of financial market research at AQR Capital Management, on the crypto-currency wipeout. Hosted by Pimm Fox and Lisa Abramowicz. See omnystudio.com/listener for privacy information.

Sep 10, 201828 min

See Tesla At $88 By End of 2019: Vertical's Johnson

Gordon Johnson, Analyst and Managing Director at Vertical Group, on Tesla shares tanking after two top executives announced their departures, a day after CEO Elon Musk smoked a joint during an interview. Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on EM currencies and potential contagion. Kimberly Robinson, Supreme Court reporter for Bloomberg Law, on the Kavanaugh hearings, and what to expect next. Chris Low, Chief Economist at FTN Financial, on jobs data, the Fed, trade war impact, and outlook for the economy. Hosted by Pimm Fox and Lisa Abramowicz. See omnystudio.com/listener for privacy information.

Sep 7, 201826 min

We Have All The Elements Of EM Contagion: Bill Rhodes

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisor on the emerging markets meltdown, Argentina, and trade negotiations. Bloomberg Opinion columnist Al Hunt discusses the anonymous NY Times op-ed, and what it means for the country and state of play in the White House. Clint Watts, Senior Fellow at the Foreign Policy Research Institute and Senior Fellow at the Center For Cyber and Homeland Security at The George Washington University, on how authoritarians have learned how to dominate social media. Brad Loncar, CEO of Loncar investments, on creating an ETF to track China's growing biotech space. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Sep 6, 201828 min

Former Apple Engineer Unveils Jobs' Creative Process

Ken Kocienda, former Principal Engineer of iPhone software at Apple, discusses his new book, "Creative Selection: Inside Apple’s Design Process During the Golden Age of Steve Jobs." Mark Douglas, CEO of SteelHouse, weighs in on Twitter and Facebook testifying before the Senate today on election security. Manuel Henriquez, founder and CEO of Hercules Capital (NYSE: HTGC), on the IPO market for technology and life sciences companies and the venture lending landscape. Tom McGee, President and CEO of The International Council of Shopping Centers (ICSC), on its inaugural Global Perspectives report, which looks at the impact of the retail real estate industry in economies around the world. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Sep 6, 201827 min

Expect Kavanaugh To Deflect With 'Settled Law' Jargon

June Grasso, legal analyst and Bloomberg Law host, on what to expect from the Brett Kavanaugh Senate hearings. Burt Flickinger, Managing Director for Strategic Resource Group, on Nike's new ad campaign featuring Colin Kaepernick. Damian Sassower, Chief Emerging Markets Strategist for Bloomberg Intelligence, on Argentina and South Africa, and EM contagion. Shawn Donnan, Senior Reporter, Trade and Globalization for Bloomberg, on Trump's trade negotiations with Canada, and the $200 billion China tariffs. See omnystudio.com/listener for privacy information.

Sep 4, 201827 min

New China Tariffs Would Quickly Hurt Economy: Hufbauer

Gary Hufbauer, nonresident senior fellow at the Peterson Institute, on Trump's NAFTA renegotiation and how the Mexico agreement compares, and what Trump's goal is with trade for the US. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit market and current investment strategy. Gad Levanon, Conference Board's Chief U.S. Economist, discusses their new survey on how satisfied U.S workers are with their job. Toluse Olorunnipa, White House correspondent for Bloomberg, on highlights from Bloomberg's exclusive interview with President Trump. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Sep 4, 201828 min

Zero Tariffs Would Benefit EU Automakers More Than

Michael Dean, Senior Analyst: European Automotive for Bloomberg Intelligence, and Josh Wingrove, Canada government reporter for Bloomberg, on the EU offering zero tariffs on cars for the U.S., and the latest in the Canada NAFTA negotiations. David Dietze, President and Chief Investment Strategist at Point View Wealth Management, on Warren Buffett and Berkshire Hathaway. Rob Haworth, Senior investment strategist for U.S. Bank Wealth Management, on investing in commodities and the oil sector. Hosted by Lisa Abramowicz and Pimm Fox. Annie Massa, investing reporter for Bloomberg, on how the 2008 crash forged BlackRock's growth into a $6.3 million asset manager.See omnystudio.com/listener for privacy information.

Aug 30, 201833 min

Investors Are Starting To Look At Argentinian Assets

Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina outlook after President Macri asked the IMF to speed up payments from its $50 billion credit line. Antonio Ortiz-Mena, former Head of Economic Affairs at the Mexican Embassy, and Senior VP at Albright Stonebridge Group, on Trump's trade agreement with Mexico and how it compares to NAFTA. Alex Wayne, Bloomberg White House Team Leader, on White House counsel Don McGahn leaving the White House in the fall. Ted Pollak, video game technology analyst and co-founder of the GAMR ETF, discusses what's driving the global gaming industry.See omnystudio.com/listener for privacy information.

Aug 30, 201828 min

Hard to See Trump's Google Attack Spurring Change

Shira Ovide, Bloomberg Opinion technology columnist, on Trump tweeting that Google rigs its search results to display only negative stories about him. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, on markets, current investment strategy, and why this bull market is now "capacity-challenged." Joe Nocera, Bloomberg Opinion columnist, on why President Trump's Mexico deal reveals another deficit. Lynn Franco, Director of Economic Indicators at the Conference Board, and Yelena Shulyatyeva, Senior US Economist for Bloomberg Economics, on August Consumer Confidence data.See omnystudio.com/listener for privacy information.

Aug 29, 201830 min