
Bloomberg Intelligence
3,408 episodes — Page 43 of 69

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Trump's Desire For Bilateral Trade Is A Big Deal: Coy (Podcast)
Peter Coy, Economics Editor for Bloomberg Businessweek, on economic impact of a new trade deal with Mexico. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Elon Musk ending Tesla's bid to go public, and the OPEC supply monitoring meeting. Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, on monetary deceleration, and why he predicts economic disappointments and lower long-term yields. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Apple launching three new iPhones.See omnystudio.com/listener for privacy information.

Sharp Fall In The Yuan Is Big Risk To Global Growth (Podcast)
Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how US-China trade issues can impact global markets. Rick Helfenbein, American Apparel & Footwear Association president and CEO, on the new round of tariffs and impact to the apparel industry. IndyCar CEO Mark Miles on capturing the millennial audience, and why they're growing when other leagues are losing support. Gerrit de Vynck, Bloomberg technology reporter, on Trump using the international mail system to step up the pressure against China over its exports to the U.S. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Why Saudi Aramco Is Pursuing Sabic In Place Of An IPO
Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss why Saudi Aramco is pursuing the Sabic deal in place of an IPO, and what this means for the kingdom. Alan Bjerga, agriculture reporter for Bloomberg, on what the world will eat in the next decade. Bob Mintz, former federal prosecutor and Partner at McCarter & English, on what constitutes a campaign election violation, and what the risks are for President Trump. George Schultze, head of Schultze Asset Management, discusses the distressed equities and debt markets, including Tesla and opportunities in coal. Hosted by Lisa Abramowicz and Pimm Fox. See omnystudio.com/listener for privacy information.

Michael Cohen Is A Much Bigger Risk To Trump Than Manafort
GUESTS: Joe Moreno, former federal prosecuter with the DOJ and Partner at Cadwalader, on the legal and criminal issues surrounding Paul Manafort, Michael Cohen and President Trump. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on his current market outlook, and investment strategies around oil. Joel Levington, Senior credit analyst for Bloomberg Intelligence, on the risks to some Tesla bonds if the company went private. John Bartlett, Vice President and Co-Portfolio Manager of the Reaves Utilities ETF (UTES) at Reaves Asset Management, on the safe haven of utilities. See omnystudio.com/listener for privacy information.

Hard To See Coal Rebound Despite Trump's EPA Rollback
Ethan Zindler, Head of Americas for Bloomberg New Energy Finance, on the EPA's plan to dramatically scale back limits on greenhouse gas emissions from power plants. Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on JPMorgan to offer free trades, and whether he forecasts a "race to the bottom" on fees. Mark Vergnano, CEO of Chemours (NYSE: CC), discusses the company's growth plan, the EPA regulation rollback, the GenX lawsuit and impact of tariffs. Mark Spindel, author of "The Myth of Independence: How Congress Governs the Federal Reserve," and Craig Torres, Bloomberg Federal Reserve and U.S. Economy Reporter, on Trump's criticism of the Fed's hiking path, and whether it can stay independent. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Disastrous Scenario If Turkey Exited NATO: Stavridis
Retired Navy Admiral Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on Trump revoking security clearances, and the situation in Turkey and impact to NATO. David Garrity, CEO of GVA Research, on Netflix outlook, the chip rout, and Google creating a search engine for China. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on the currency devaluation in Venezuela and the situation in Turkey. Ron Quaranta, Chairman of the Wall Street Blockchain Alliance, on the crypto selloff and what this does to blockchain investing. Hosted by Pimm Fox and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

Loomis' Fuss Sees Two More Fed Hikes, But Uncertainty Prevails
Dan Fuss, Vice Chairman of Loomis Sayles, on fixed income markets, bond yields, central bank policy and trade concerns. Burt Flickinger, Managing Director for Strategic Resource Group, on the aftermath of the Rite Aid-Albertson’s deal collapse. Mujtaba Rahman, Managing Director: Europe for Eurasia Group, on the crisis in Turkey, Erdogan’s response, and possible scenarios. Alex Webb, Bloomberg Opinion European tech columnist, on Google employing users' web browsing to steer advertising displayed on public billboards. See omnystudio.com/listener for privacy information.

Ex-SEC Chair Levitt: It’s A Bad Idea to Reduce EPS Reporting
GUESTS:Former SEC Chairman Arthur Levitt weighs in on President Trump’s seeking an SEC study to move companies to six-month reporting cycles from the current quarterlies. Hans Olsen, Fiduciary Trust Chief Investment Officer, on why it’s time to slash junk-debt holdings. Aaron Terazzas, Economic research director for Zillow, on new analysis that shows the national housing market experiencing more price cuts. Matthew Schettenhelm, Litigation analyst for Bloomberg Intelligence, on the Sinclair-Tribune lawsuit, and net neutrality. See omnystudio.com/listener for privacy information.

Saudi’s PIF May Not Have Cash To Take Big Tesla Stake
Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss Saudi Arabia’s potential deal to invest in a Tesla privatization, and what it means for their future oil strategy. Michel Danechi, Portfolio Manager and Investment Partner at Vedra Partners, on outlook for investing in Turkey.Shira Ovide, Bloomberg Opinion technology columnist, discusses: Amazon exploring an acquisition of the Landmark movie chain, and the cash problems with young tech companies. Devina Rankin, Chief Financial Officer for Waste Management, on earnings, recycling, and industry landscape.See omnystudio.com/listener for privacy information.

Markets May Have To Adjust To Getting Info Via Twitter
Jill Fisch, Business Law Professor at the University of Penn Law School, discusses the legality surrounding Elon Musk's tweets regarding a potential buyout. Robert Lawrence, Professor of International Trade and Investment at the Harvard Kennedy School and former economic advisor to Clinton, on the deal that Trump really wants with China. Brendan Ahern, Chief Investment Officer of KraneShares, discusses Tencent earnings and the China tech sector. Jonathan Tyce, Senior Banks Analyst for Bloomberg Intelligence, on Turkish banks, new restrictions on shorting the lira, and which foreign banks have the most exposure.See omnystudio.com/listener for privacy information.

Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy
Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now. Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, discusses why gold is plunging so much. Scott Mushkin, Managing Director of Consumer Research at Wolfe Research, on Home Depot earnings, and a preview of Walmart and Target. Christopher Balding, Bloomberg Opinion columnist, on China's economy, the trade war and what China really wants.See omnystudio.com/listener for privacy information.

White House Lax Protocol Opens Window For More Security Breaches
Clint Watts, a former FBI special agent and Senior Fellow at the Foreign Policy Research Institute, discusses Russia’s continued hacking into U.S. elections, and eroding White House security.Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the Turkish lira and signs of EM contagion. Arlan Suderman, Chief Commodities Economist for INTL FCStone, on why corn will be the long-term ag commodities winner. Matthew Martin, Mideast Finance Reporter for Bloomberg, on Saudi’s sovereign wealth fund reported to be in talks to invest in a Tesla buyout.See omnystudio.com/listener for privacy information.

Why The U.S. Wouldn’t Want The IMF To Bail Out Turkey: Rhodes
Guests:Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global macro issues surrounding China trade, and a look at the situation in Turkey.Porter Bibb, Managing Partner for MediaTech Capital Partners, on the latest in the Fox/Disney and Comcast bid for Sky assets, and why print media isn't dead.Paul Michael Wihbey, research fellow at the Daniel Morgan Graduate School of National Security and former Vice President of the Liberal Party of Canada, discusses the impact of the Saudi-Canada feud.Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, on Tribune terminating the Sinclair deal, and Rite Aid and Albertson’s calling off their tie-up.See omnystudio.com/listener for privacy information.

Musk’s Proposal Creates Liquidity, Uncertainty, For Tesla Bonds
Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on how Tesla credit is reacting to Musk's tweet on taking the company private. Gordon L. Johnson, Analyst and Managing Director at Vertical Group, examines the Tesla equity story, and why Elon Musk’s proposal to take the company private at $420 a share makes no sense. Chuck Lieberman, Chief Investment Officer at Advisors Capital Management LLC, and Bloomberg Opinion columnist, on the job market and wages, sector picks, and current investment outlook. Joe Moreno, Partner at Cadwalader, on key regulatory issues that cryptocurrency exchanges and businesses should be wary of.See omnystudio.com/listener for privacy information.

It’s Only The Beginning Of The Decline From Trade Wars: Kotok
David Kotok, Chairman and CIO of Cumberland Advisors, on his current investment outlook, impact from trade wars, and why investors should keep dry powder. Dr. Ellen Wald, President of Transversal Consulting and energy and Middle East expert, on how the biggest importers of Iranian oil will react to sanctions. Damian Sassower, fixed income strategist for Bloomberg Intelligence, on Turkey markets sinking amid talk of an IMF bailout, while the central bank and Erdogan remain silent. Kit Konolige, Senior Utility analyst for Bloomberg Intelligence, on how California wildfires are impacting utilities, and reports that PG&E may declare bankruptcy.See omnystudio.com/listener for privacy information.

U.S. Oil Demand Is Peaking, Expect Lower Prices At Pump: Schork
Stephen Schork, President of the Schork Group, on LNG producers at risk from tariffs, and how Iran sanctions could impact the oil market. Tuna Amobi, Senior media and entertainment analyst at CFRA Research, on outlook for CBS, and the big media earnings this week. Tara Lachapelle, Bloomberg Opinion columnist, on highlights from Berkshire Hathaway earnings. Harley Lippman, CEO of Genesis10, one of the nation’s largest IT services and staffing firms, on why tech wages are still under pressure and what the drivers of wage growth will be.See omnystudio.com/listener for privacy information.

Vanguard Sours on Riskier Credit, Likes International Equities
Greg Davis, CIO of Vanguard, on no-fee funds, the economy, and current investment strategy. Steve Englander, Global Head of G-10 FX Research for Standard Charter Bank, and a Bloomberg Opinion columnist, on the China yuan. Amir Sufi, Professor of Economics and Public Policy at the Chicago Booth School, on why more leverage leads to slower future growth and increases the likelihood of a crash. Tom Gimbel, CEO of LaSalle Network, on why wages stay down in the best job market he's ever seen.See omnystudio.com/listener for privacy information.

Forget Supply. Demand For Tesla Cars At $70,000+ Will Dry Up
Gordon L. Johnson, Alt. Energy, Metals & Mining & Equip. Rental Research - Managing Director at Vertical Group, on Tesla earnings and outlook. Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China trade. Stephen Munro, Bloomberg New Energy Finance policy analyst, on the Trump administration proposal to ease Obama auto-mileage rules and remove California's clout on emissions standards. Doug Cohen, Managing Director, Portfolio Management at Athena Capital Advisors, on what's moving markets.See omnystudio.com/listener for privacy information.

PineBridge Sees Worsening Value in CCC, BBB Rated Bonds
Steven Oh, Global Head of Credit and Fixed Income and Co-Head of Leveraged Finance for PineBridge Investments, discusses his outlook for the second half of 2018 and early 2019. Brian Wieser, Senior Research Analyst for Pivotal Research Group, discusses his outlook for Viacom and CBS, in light of an investigation into Les Moonves' alleged sexual misconduct. Matt Winkler, Editor-in-Chief Emeritus of Bloomberg News and Bloomberg Opinion columnist, discusses his column, "Municipal Junk Soars as the Economy Roars."Dr. Adam Posen, President of the Peterson Institute of Economics, discusses how countries are bypassing the U.S. and constructing a “post-American" world economy, and how foreign investment into the U.S. has dropped off a cliff. See omnystudio.com/listener for privacy information.

BOJ Allows Japan To Keep QE In Place For Another Three Years
Jeff Uscher, Head of Research at Japan Insider, on the BOJ monetary policy decision and investing in Japan. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, previews Apple earnings. Jim Schaeffer, Co-Head of Public Fixed Income and Deputy Chief Investment Officer at Aegon Asset Management, on an early warning sign that demand in the red-hot leveraged loan market is set to cool. Andrew Mayeda, Bloomberg Global Trade and Economy Reporter, and Andrew Silverman, Government analyst for Bloomberg Intelligence, on the Treasury considering bypassing Congress to grant a $100 billion capital gains tax cut.See omnystudio.com/listener for privacy information.

Corporate Boards Are Shirking Responsibility On #MeToo Crises
Richard Chambers, CEO of The Institute of Internal Auditors (The IIA), on how CBS could handle the Les Moonves accusation, and whether corporations are compliant to sexual harassment policy Poonam Goyal, Senior Retail Analyst for Bloomberg Intelligence, with a back-to-school apparel preview and why jeans will be the winner this season. Logan Mohtashami, Senior Loan Officer for AMC lending, on why the U.S. Housing market looks perfect right now. Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on how 3-4 % growth in the U.S. isn't sustainable.See omnystudio.com/listener for privacy information.

A Bitcoin ETF Could Make The Cryptocurrency Safer: SEC’s Peirce
SEC Commissioner Hester Peirce on being the lone dissenter in the SEC’s rejection of the Winklevoss bitcoin ETF. Rick Clemmer, President and CEO of NXP Semiconductors, on the breakup of the NXP-Qualcomm deal, and what their next plan is. Jim Anderson, CEO of SocialFlow, on Amazon and Twitter, Facebook, and the threat of slowing user growth. Ivan Cheung, CEO of Eisai, discusses the outlook for their BAN2401 Alzheimer's drug, made in partnership with Biogen, after investors were disappointed at the trials.See omnystudio.com/listener for privacy information.

Facebook Is Real Business, But Google Is Better For Ad Exposure
Colin Gillis, Director of Research at CR Partners, discusses Facebook plunging, and previews Amazon and Apple. Prashant Gopal, US real estate reporter for Bloomberg, on how the US housing market appears to be headed for the broadest slowdown in years. Rishi Gautam, Executive Chairman of Mjardin Group, on their full-scall cannabis business model, the company’s upcoming IPO in Canada, and market growth. Automotive entrepreneur Scott Painter, CEO and co-Founder of Fair and former CEO of TrueCar, on new ownership models in the auto industry, and how tariffs are impacting consumer spending on cars.See omnystudio.com/listener for privacy information.

Eaton Vance’s Gaffney Sees Opportunities In Mexico, Brazil Debt
Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on finding value in emerging market fixed income.David Garrity, CEO of GVA Research, on why the underpinnings for Facebook are weakening. Rick Calder, CEO of GTT Communications (NYSE: GTT), on their acquisitions, the cloud marketplace, and international growth. Author and historian Steven Ujifusa discusses his new book, "BARONS OF THE SEA And their Race to Build the World’s Fastest Clipper Ship."See omnystudio.com/listener for privacy information.

Iran Is The Thing That Keeps Me Up At Night: Former CIA Officer
Jack DeVine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, on Iran, Russia, and Trump's relationship with the intel community. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on Turkey stocks and lira plunging after the central bank defied market expectations to hold interest rates unchanged. Will Rhind, CEO of GraniteShares, on Iran impact on oil markets and outlook for commodities. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Verizon seeking to partner with Google or Apple to provide television when it launches 5G service.Samara LengaSee omnystudio.com/listener for privacy information.

Five Things The U.S. Can Do To Prepare For Iran: Adm. Stavridis
Admiral James Stavridis, former military commander of NATO, Dean of the Fletcher School at Tufts University and Bloomberg Opinion columnist, on President Trump amping up rhetoric against Iran on Twitter. Vincent Cignarella, Global macro strategist for Bloomberg, on the dollar and global currency markets reacting to President Trump's tweets on the Fed and currency manipulation. Kevin Murphy, CEO, Acreage Holdings, on completing the largest capital raise in U.S. cannabis history, and their plans for an IPO later this year. Howard Yu, LEGO professor of management and innovation at the IMD Business School in Switzerland, discusses his new book "LEAP: How to Thrive in a World Where Everything Can Be Copied." See omnystudio.com/listener for privacy information.

We’re Fighting the Trade Wars of the 70s & 80s: IIF’s Tim Adams
Tim Adams, President and CEO of the IIF and Former Under Secretary of Treasury for International Affairs, on Trump’s new $500 billion tariffs threat to China, and how trade risks and global debt are threats to the global economy. Toby Harshaw, Bloomberg Opinion editor covering national security, on Dan Coats being unaware of Trump inviting Vladimir Putin to the White House, following the disastrous summit in Helsinki. Rick Helfenbein, President and CEO of the American Apparel & Footwear Association, on the impact of tariffs on American consumers and manufacturers. Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on GE and Honeywell earnings.See omnystudio.com/listener for privacy information.

Short-Term Debt Is Best Fixed-Income Bet: BlackRock’s Rosenberg
Jeffrey Rosenberg, Chief Fixed Income Strategist at Blackrock, on their 2018 mid-year investment outlook. Richard Conn, Managing Partner of Eurasia Advisors, on the fallout of President Trump’s meeting with Vladimir Putin in Helsinki.Win Thin, Global Head of Emerging Markets F/X, on China’s central bank showing little signs of intervening in the yuan slumping.Susan DeVore, CEO of Premier, Inc (Nasdaq:PINC), on drug pricing and outlook for Obamacare.See omnystudio.com/listener for privacy information.

Yield Curve Front And Center For Fed Chair Powell: BI’s Jersey
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on what Federal Reserve Chairman Jerome Powell’s testimony before lawmakers means for the economy and the yield curve. Market Drivers with Bloomberg stocks editor Dave Wilson, and Shira Ovide, Bloomberg Opinion technology columnist, on why EU regulators will have a tough time breaking up the status quo of Google's power in smartphones.See omnystudio.com/listener for privacy information.

Fed Watchers Will Look For Clues On Hikes, Wages, Trade War
Bloomberg’s David Wilson, stocks editor, and Matt Boesler, Fed reporter, along with Carl Riccadonna, Chief US Economist for Bloomberg Intelligence, discuss what to expect from Federal Reserve Chairman Jerome Powell’s testimony to lawmakers.See omnystudio.com/listener for privacy information.

BlackRock CEO Larry Fink: Clients Don't Want Exposure To Crypto
Bloomberg's Erik Schatzker discusses his interview with BlackRock CEO Larry Fink. Gymboree CEO Daniel Griesemer discusses the company's new apparel line and turnaround, after emerging from bankruptcy last year. Seema Shah, senior consumer discretionary analyst for Bloomberg Intelligence, on retail sales, and how consumers are doing most of their purchasing on credit. See omnystudio.com/listener for privacy information.

Bank Stock Weakness Is Signalling Upcoming Downturn: Peabody
Charles Peabody, President of Portales Partners LLC, on bank earnings and why bank stocks have peaked. Ariel Cohen, Senior Fellow at the Atlantic Council, on Trump’s upcoming summit with Putin. Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, on Theresa May’s white paper and how Trump’s comments may impact Brexit negotiations with EU. Mary Ann Halford, Global Media & Entertainment Strategist at OC&C Strategy Consultants, on the Justice Department filing to appeal the AT&T- Time Warner decision.See omnystudio.com/listener for privacy information.

Libya's Returning Supply, Saudi Output, Pushing Oil Price Down
John Kilduff, Founding Partner of Again Capital, on why oil prices are on the way down. Joseph Abboud, designer and Chief Creative Director of Men’s Wearhouse, on growth, manufacturing in the U.S., and how tariffs could impact the apparel industry.Brad Setser, senior fellow for international economics at the Council on Foreign Relations, on the US-China trade war. Scott Lawlor, CEO of Waypoint Residential, on the real estate cycle and housing trends.See omnystudio.com/listener for privacy information.

Pfizer Reversing Price Hikes After Trump Bullying Won’t Last
Max Nisen, Bloomberg Opinion health care columnist, on Pfizer agreeing to delay price increases after Trump called the company out.Vacit Arat, co-founder and President of HIA Technologies Inc., on creating Digital Avatars, which can carry on a sophisticated conversation with humans on almost any subject in any language.Carl Weinberg, Chief Economist at High Frequency Economics, on how China could hurt the US once it runs out of imports to tax.David Garrity, CEO of GVA Research, on how blockchain is being implemented in the real economy and outlook for Twitter.See omnystudio.com/listener for privacy information.