PLAY PODCASTS
Bloomberg Intelligence

Bloomberg Intelligence

3,408 episodes — Page 44 of 69

Could See A U.S. And Global Recession By End Of 2019: Sri-Kumar

Komal Sri-Kumar, president and founder of Sri-Kumar Global Strategies and Bloomberg Opinion columnist, on how trade wars could spur currency devaluations. Vijay Govindarajan, Coxe Distinguished Professor at Dartmouth's Tuck School, and Ravi Ramamurti, University Distinguished Professor at Northeastern University, discuss their new book, REVERSE INNOVATION IN HEALTHCARE, on how India can be the blueprint for healthcare in the US. Dan Hanson, UK Economist for Bloomberg Economics, on how Brexit is impacting the UK economy and how businesses will react to the uncertainty. Jamie Butters, US Autos editor for Bloomberg in Detroit, on Tesla planning to build a China plant with 500,000 car capacity.See omnystudio.com/listener for privacy information.

Jul 10, 201826 min

EU Rejection Poses Bigger Danger For May Than Brexit Rebellion

Clive Crook, Bloomberg Opinion Editor, on outlook for Theresa May and Brexit, following the departure of top Brexiter Boris Johnson.Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic advisor to President Bill Clinton, on the global supply chain and whether trade globalization be undone at this point. Alan Bjerga, agriculture reporter for Bloomberg, on how U.S. soybean farmers are being impacted by trade wars. Josh Lohmeier, Head of US Investment Grade Credit at Aviva Investors, on the impact of recent M&A deals and how investors can navigate the corporate credit landscape. See omnystudio.com/listener for privacy information.

Jul 9, 201828 min

Amazon’s Health Care Threat Just Became A Reality: Ovide, Nisen

Bloomberg Opinion’s Max Nisen, health care columnist, and Shira Ovide, technology columnist, on Amazon buying Pillback.Chris Whalen, Chairman of Whalen Global Advisors, on bank stocks continued losing streak, and the privatization of Fannie and Freddie. Leland Miler, CEO of China Beige Book, on trade with China, and China Q2 economic data. Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, on two new casinos-- Hard Rock and Ocean Resort- opening in Atlantic City.See omnystudio.com/listener for privacy information.

Jul 9, 201829 min

Chipmakers Could Be Hit With Both U.S. And China Tariffs: Ovide

Shira Ovide, technology columnist for Bloomberg Opinion, discusses how chipmakers are trapped in the US-China crossfire.Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the June jobs report, and Trump’s proposal to combine Labor and Education. Drew Armstrong, health care reporter for Bloomberg, on Biogen seeing positive results in its Alzheimer’s trial.Scott Wren, senior global equity strategist for Wells Fargo Investment Institute, on markets, jobs, and the Fed.See omnystudio.com/listener for privacy information.

Jul 6, 201830 min

Canada Has Plenty Of Oil But Can’t Bring It To Market: Wihbey

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 shifting geopolitics of oil and gas.,Dan Moss, Economics Editor and columnist for Bloomberg Opinion, on the first wave of US tariffs on China exports due to take effect this Friday., Saagar Govil, CEO of Cemtrex, Inc., on their futuristic SmartDesk and the industrial technology landscape., David Katz, President and CIO of Matrix Asset Advisors, on his current stock picks and investment outlook.See omnystudio.com/listener for privacy information.

Jul 5, 201829 min

Investors Should Short Tesla At This Price: Mainstay's Kudla

David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on markets, current investment strategy, and stock picks.Bob Sinche, Global Strategist for Amherst Pierpont Securities, on what's happening with the China yuan. Brian Manning, co-Founder of Centric Digital and co-author of "Digital Transformation," on the companies that are leading the digital home revolution. Geetha Ranganathan, Technology and Media Analyst for Bloomberg Intelligence, on Comcast racing against the clock to wrest Fox from Disney. See omnystudio.com/listener for privacy information.

Jul 3, 201828 min

Investor Sentiment Has Moved To The Negative Side: Grohowski

Guests:Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor sentiment and current investment strategy.Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Tesla hitting its Model 3 target.Satish Jindel, President of SJ Consulting, on how Amazon’s new crowd-sharing plan will impact Fedex and UPS.Karl Schamotta, Chief Strategist at Cambridge Global Payments, on Canadian economic outlook following Canada’s retaliatory tariffs.See omnystudio.com/listener for privacy information.

Jul 2, 201828 min

Yuan Devaluation Unlikely, Don’t Hit Panic Button: BBH’s Thin

Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the China yuan and emerging markets.Justin Gover, CEO of GW Pharmaceuticals (NASDAQ: GWPH and LSE: GWP), on being the first cannabis company to receive FDA approval for their epilepsy drug. Abe Ankumah, CEO of Nyansa, discusses the company's networking technology and how he grew up in Ghana without a computer. Brendan Brown, Chief Economist and Head of Economic Research at Mitsubishi UFJ Securities, on central banks, inflation, Italy and Brexit.See omnystudio.com/listener for privacy information.

Jun 28, 201825 min

Here’s Why U.S. Housing Will Get Even Less Affordable: Shilling

Gary Shilling, President of A. Gary Shilling & Co. and a Bloomberg Opinion columnist, on the factors that will make U.S. housing even less affordable. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, and Alan Bjerga, Bloomberg agriculture reporter, on the perfect storm hitting agriculture commodities. Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on GE's divestiture plans.Elliot Weissbluth, Founder and CEO of HighTower, on their recent acquisitions, wealth management and fiduciary investing.See omnystudio.com/listener for privacy information.

Jun 27, 201828 min

Why It's Time To Be More Optimistic On EM Assets: PGIM's Rajan

Arvind Rajan, Managing Director and Head of Global and Macro at PGIM Fixed Income, on why it’s time to turn more optimistic on emerging-market assets. Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, on the U.S. Treasury's plan to use emergency CFIUS law to curb China takeovers. Craig Torres, Economy & Federal Reserve Reporter for Bloomberg, on how a Southern city has hit on a successful formula for incubating businesses. Peter Kenny, Founder of Strategic Board solutions, on markets and crude.See omnystudio.com/listener for privacy information.

Jun 25, 201830 min

Libya Conflict Is Hugely Overlooked Issue On Oil Capacity: Wald

Dr. Ellen Wald, President of Transversal Consulting, to discuss OPEC’s decision and will it means for oil markets and for gasoline prices for US consumers. Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on how the Disney/Comcast bidding war for Fox assets will play out. Alberto Gallo, Partner and Portfolio Manager at Algebris UK Limited, on Italian debt, highlights from the Sintra central banks symposium, and BOE. Shira Ovide, Bloomberg Opinion columnist, on how the Supreme Court ruling on internet tax collection will impact Amazon as well as smaller companies.See omnystudio.com/listener for privacy information.

Jun 22, 201828 min

The Ball Is In Comcast’s Court :Paul Sweeney

Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, will discuss 21st Century Fox agreeing to a $71 billion bid from Disney. Sarah Ponczek, Bloomberg Cross-Asset Reporter, will discuss recent news of General Electric getting kicked out of the Dow. Eric Kuby, CIO of North Star Investment Management, on the small and micro-cap stocks. Mark Freeman, CIO of Westwood Holdings Group, will discuss global growth and how it may be impacted by Tariffs and global trade disputes, as well as inflation concerns and market volatility. See omnystudio.com/listener for privacy information.

Jun 21, 201825 min

We are starting to see the fruit of regulatory easing: Terrazas

Aaron Terrazas, Zillow senior economist, on new homes starts data, and the housing market. Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on U.S trade and tariffs. David Carrington, Jefferson County Commissioner in Alabama, will discuss how Jefferson County Commission saved $14.2 million by refinancing existing debt. Micheal Rea, CEO of RX savings solutions, regarding the latest with the drug price debate and Trump policy. See omnystudio.com/listener for privacy information.

Jun 19, 201829 min

Hard to Price in Tarrifs: Michael Zezas

Tom Halverson, CEO of CoBank, discusses the US farm economy in light of Trump tariffs and trade wars. Aaron Kennon, Chief Executive Officer at Clear Harbor Asset Management, on markets and investing. Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan Stanley, on U.S tariffs on Chinese imports. Jamie Gilpin, CMO at Sprout Social, will discuss the data in their recent report as it relates to Facebook still reigning as the supreme social network, and how businesses can adapt based on their current strategies. See omnystudio.com/listener for privacy information.

Jun 18, 201828 min

Other Countries Are Going To have To Learn To Deal With President Trump : Jack Devine

Joining Bloomberg Markets AM today is Andrew Mayeda, Bloomberg Economics Reporter, to discuss the impact of the tariffs on trade. Also joining the show is Paul McNamara, Investment Director at GAM UK to talk emerging markets. We also have Greg Hahn, Winthrop Capital Management, President and CIO, to discuss the bond markets. And rounding out today’s show is Jack Devine, Founding Partner and President of the Arkin Group on his latest intelligent report on North Korea and the Trump tariffs on China. See omnystudio.com/listener for privacy information.

Jun 18, 201827 min

Health Care Investing and Economic Outlook

Joining the Bloomberg Markets AM show is Scott LI, Principle of CRG private health sector, discussing their acquisition of Envision health care corporation. Also joining the show is Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the FOMC meeting and economic outlook. We also speak with Gerry Smith, Bloomberg Media Reporter, on his recent article "Disney Under Gun to Respond to Comcast's $65 Billion Fox Bid”. Rounding out the show is Eric Stein, Co-Director of Global Income at Eaton Vance, on the bond market, the yield curve and current market outlook. See omnystudio.com/listener for privacy information.

Jun 14, 201828 min

Oil reports are very Normal : Stephen Schork

Stephen Schork, President of the Schork Group, on oil markets, natural gas, and upcoming OPEC meeting. Roger Hargens, CEO of Accumold, on the wearable market, and how they are tackling the skilled worker shortage. Jim Kee, President of South Texas Money Management, will discuss the markets, the economy, and investment strategy. an outlook for the economy and markets. See omnystudio.com/listener for privacy information.

Jun 13, 201821 min

Look at Value Compared to growth says Bent Hunt

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses CPI data, the FOMC, the range bound market, and treasury futures. Ben Hunt, Chief Investment Strategist at Salient, will discuss inflation and economic data. Chris Thompson, President and CEO, Brand USA, will discuss the state of international travel to the U.S, and marketing strategies implemented to promote the country as a premier and welcoming destination. Evan Brown, (CFA) Director of Asset Allocation in the Investment Solutions team, UBS Asset Management, will discuss the U.S, North Korea summit, U.S inflation, the Fed, and U.S, China trade. See omnystudio.com/listener for privacy information.

Jun 13, 201830 min

Markets may be facing disrespectful tweet fatigue : Paulsen

Joel Levington, Senior Credit Analyst for Bloomberg Intellligence, will discuss why GE bonds may have bottomed, and why auto bonds have been among the worst this year. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, on markets, risks and current investment strategy. Paul Galvin, Chairman and CEO of SG Blocks, will discuss how the company is bringing greener container-based modules to the mainstream of modular construction. Cohen & Steers Tyler Rosenlicht, SVP and PM of midstream energy, and Nick Koutsoftas, SVP and PM of commodities, discuss the state of midstream energy in the US, and the broader commodities market.See omnystudio.com/listener for privacy information.

Jun 11, 201830 min

Eric Wiegand, Senior Portfolio Manageron markets and investing

Rick Helfenbein, president and CEO of the American Apparel & Footwear Association (AAFA), on how tariffs will end up costing the American consumer. Andrew Stoltmann, Securities Fraud Attorney at Stoltmann Law Offices, will discuss how Warren Buffet and Jamie Dimon are teaming up to call for the end to quarterly earning guidance by companies. Damian Sassower, fixed income strategist for Bloomberg Intelligence, will discuss the latest news with emerging market economies. Eric Wiegand, Senior Portfolio Manager for U.S. Bank Wealth Management, on markets and investing.See omnystudio.com/listener for privacy information.

Jun 11, 201830 min

The Market has Distinct Trading Pattern : Phil Orlando

Matt Forester, Chief Investment Officer for BNY Mellon Lockwood Advisors, will discuss key concerns with the markets today, and how they’re likely to impact investors. Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team, J.P. Morgan Asset Management, will discuss the state of the markets and the global economy. Phil Orlando, Chief Equity Market Strategist at Federated, on the confluence of politics, economics and the financial markets. Vincent Reinhart, Chief Economist at Standish, on the economic outlook and the Fed.See omnystudio.com/listener for privacy information.

Jun 8, 201835 min

Expectations around the Fed have Waxed and Waned : Marvin Loh

Anne Mathias, Global Rates & Foreign Currency Strategist for Vanguard, on global interest rates, the Fed, and inflation. Ram Nagappan, Chief Information Officer at BNY Mellon Pershing, on fintech and the era of the digital advisor. Simon Roy, Simon Roy, President and CEO of Invesco's robo-advisor Jemstep, on trends in the robo-advisory landscape, growth, and upending the wealth management industry. Marvin Loh, Managing Director Senior Global Markets Strategist, BNY Mellon, on fixed income.See omnystudio.com/listener for privacy information.

Jun 6, 201829 min

China, Asset Management and Investing Strategies

Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Carson Block, Chief Investment Officer, Muddy Waters Capital LLC, discussing China's impact on US capital markets. Also joining Pimm and Lisa is Yie-Hsin Hung CEO, New York Life Investment Management LLC, on the state and future of asset management. We also have David Hunt, President and CEO of PGIM, on investment strategies. And Shira Ovide, Bloomberg Technology Columnist, on the rally in FAAMG stock and how they are at records.See omnystudio.com/listener for privacy information.

Jun 5, 201828 min

Trade issues, Re-branding and Luxury Beds

Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Alberto Gallo, Partner and Portfolio Manager of Macro Strategies at Algebris UK Limited, discussing trade issues between US/EU and those effects on the economy. Also joining Pimm and Lisa is Tatiana Darie, Health Care Reporter for Bloomberg, reporting from the American Society of Clinical Oncology (ASCO) conference, with the midcaps stock to watch. Also, John Seifert, Ogilvy Chairman and CEO, to discuss why they are rebranding and the advertising industry landscape. And finally Jan Ryde, Executive Chairman and owner of Hastens Group, on the luxury bed market, and disruption in the mattress industry.See omnystudio.com/listener for privacy information.

Jun 4, 201828 min

Job Switchers, Not Stayers, Will Get The Wage Increases: Slok

Torsten Slok, Chief International Economist at Deutsche Bank, on jobs, the global economy, Italy and the euro. David Weil, Dean of the Heller School at Brandeis University, discusses wage stagnation, and whether it's reflected in consumer data. Clint Watts, Senior Fellow at the Foreign Policy Research Institute, discusses his new book, "Messing With The Enemy: Surviving in a Social Media World of Hackers, Terrorists, Russians and Fake News." Debbie Shon, trade lawyer with Quinn Emanuel, and former VP of International Trade and Public Policy at U.S. Steel, on Trump's steel tariffs.See omnystudio.com/listener for privacy information.

Jun 4, 201829 min

Trump Steel Tariffs Will Hurt As Much As They Will Help: Deaux

Joe Deaux, Metals & Mining reporter for Bloomberg, on Trump slapping steel tariffs on the United States’ closet allies: EU, Canada, and Mexico. John Moninger, Managing Director at Eaton Vance, on results of their Top of Mind Index (ATOMIX) which lays out the biggest market concerns are for financial advisors and their clients. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on Italy and Spain. Brian O’Kelley, CEO and co-founder of AppNexus, the leading independent digital advertising marketplace that sees billions of digital ad impressions cross its marketplace daily.See omnystudio.com/listener for privacy information.

Jun 1, 201829 min

Too Early To Go Long Italy Debt But EU Banks Look Good: Hickmore

Luke Hickmore, Senior Investment Manager for Aberdeen Standard Investments, on Italian assets. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on China trade and NAFTA. Scott Vernick, partner at Fox Rothschild and data privacy expert, discusses the rollout of GDPR, and consequences for businesses. Matt Townsend, Global business reporter for Bloomberg, on how corporations are spending the $30 billion in tax cuts that were put in their pockets in the first quarter.See omnystudio.com/listener for privacy information.

May 31, 201828 min

$11 Billion EM Investor Is Sticking With Brazil Despite Strike

Paul McNamara, Investment Director for emerging markets at GAM UK Ltd., discusses how the strike by Brazilian truck drivers is impacting global commodity markets. Fernando Napolitano, President and CEO of the Italian Business & Investment Initiative, discusses Italy’s governmental politics and the impact it’s having on the country's business community. Betsey Stevenson, Former Chief Economist at the US Department of Labor and Associate Professor of Public Policy at the University of Michigan, on why childhood education & high quality childcare should be a priority over free college. Lananh Nguyen, FX reporter for Bloomberg, on persisting misbehavior in the $5.1 trillion-a-day FX market. See omnystudio.com/listener for privacy information.

May 31, 201829 min

Commercial Real Estate and Money Issuance

Felice Maranz, Equity Reporter for Bloomberg, joins Bloomberg Markets AM to discuss the cracks in the commercial real estate market. Also joining Pimm and Lisa is Joe Mysak, Editor for Bloomberg Brief: Municipal Market- on Municipalities and new money issuance. Also joining in studio is Sylvia Jablonski, Managing Director of Capital Markets and Institutional ETF Strategist at Direxion Investments, discusses sector trade ideas.See omnystudio.com/listener for privacy information.

May 25, 201818 min

Danger Is Building In Some Emerging Markets: Bill Rhodes

Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the big news impacting the global economy: Turkey, Italy, China trade and Korea, and Venezuela. Alan Baum, auto analyst and Principal at Baum and Associates, on impact of Trump calling for an investigation of auto imports, and potential 25% tariffs. Arnold Kakuda, Banking and Credit Analyst for Bloomberg Intelligence, on Deutsche Bank's revamp plan, and impact of the Dodd-Frank repeal. Gary A. Naumick, Vice President of Engineering for American Water (NYSE: AWK), to discuss the nation's aging infrastructure, the opportunity for investment, and the value of public/private collaboration. See omnystudio.com/listener for privacy information.

May 25, 201840 min

EM Countries With Weaker Fundamentals See Repricing: BBH's Thin

Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on emerging markets, currencies, and Turkey in freefall. Matt Miskin, market strategist for John Hancock Investments, on why the yield curve will invert if the Fed hikes four times. Logan Mohtashami, Senior Loan Officer for AMC Lending, on why there is no such thing as affordable housing in America. Leigh Curyer, CEO of uranium mining company NexGen Energy, on how Russia may countersanction uranium, and the outlook for nuclear energy.See omnystudio.com/listener for privacy information.

May 23, 201831 min

Venezuela Has a Refugee Crisis Of Syrian Magnitudes: Hausmann

Ricardo Hausmann, Harvard economist and Former Minister of Planning for Venezuela, discusses Venezuela’s elections and economic outlook.Alan Bjerga, agriculture reporter for Bloomberg, on how the agriculture sector is hurting from GOP policies on trade, NAFTA, and the rejection of farm legislation in the House.Leigh Curyer, CEO of uranium mining company NexGen Energy, on how Russia may countersanction uranium, and the outlook for nuclear energy. Travis Briggs, CEO of ROBO Global, on investing in robotics, automation and AI.See omnystudio.com/listener for privacy information.

May 21, 201834 min

Emerging Markets Selloff Presents Buying Opportunities: Dennis

Geoff Dennis, Head of Global Emerging Market Strategy at UBS Securities, on emerging markets and why he thinks the gloom over EM equities is overdone. Ferdinando Giugliano, Bloomberg Opinion columnist in Rome, on the populist government plan in Italy, and how Italian/euro assets are being impacted. Dan Moss, Economics Editor and columnist for Bloomberg Opinion, on China casting doubt on report of a $200 billion trade deficit. Aaron Brown, Bloomberg Opinion columnist and former Head of Financial Market Research at AQR Capital Management, on pension funds, market valuations, and cryptocurrencies.See omnystudio.com/listener for privacy information.

May 19, 201826 min

Increasing Longevity Is Putting Strain On Global Pensions: Yik

Guests: Han Yik, Head of Institutional Investors at the World Economic Forum, discusses the global pension crisis.David Ourlicht, Commissioner & Chair of the Investment Committee, New York State Insurance Fund, and special adviser to the Chairman of GAMCO, discusses market outlook, infrastructure and asset allocation strategy.Phil Orlando, Chief Equity Market Strategist at Federated, on markets and investing, and why he sees value in the US equity market.Mark Rosenberg, CEO and Co-Founder of Geoquant, on their Mueller Index and how recent turnover at the White House is impacting the political risk in markets.See omnystudio.com/listener for privacy information.

May 19, 201827 min

Ad Budgets Shift from Social Media To Connected TV: Steelhouse

Mark Douglas, CEO of Steelhouse, on how advertisers value different media platforms, and how adding regulation to data-rich media platforms like Facebook could impact how much ad dollars they receive. Will Kennedy, Managing Editor: EMEA Energy & Commodities for Bloomberg in London, on the first detailed insight into Saudi Aramco’s financials, ahead of their impending IPO. Bob Mulroy, CEO of Partner Therapeutics, and former CEO of Merrrimack, on FDA approval of their first drug, Leukine, for acute radiation syndrome (ARS), and why the government is interested. Joe Minarik, Director of Research at the Committee for Economic Development, and former Chief Economist at the Office of Management and Budget for the Clinton Administration, on why the deficit is the greatest threat to the future of business. See omnystudio.com/listener for privacy information.

May 18, 201828 min

CVS Is Top Healthcare Pick, Good Price Now: Pointview’s Dietze

David Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, on earnings season, FAANG stocks, and his top stocks to make money for the rest of the year. Burt Flickinger, Managing Director for Strategic Resource Group, on why ESL Investments' offer for Kenmore and other Sears assets is great for CEO Lampert, but not so good for Sears. Holly Liss, Managing Director, Futures and Commodities Group at BTIG, on the flattening yield curve and the 10-year UST heading to 3%.Juan Manuel Santos, President of the Republic of Colombia, on elections, the Venezuela crisis, US trade tensions, and what's next after his term ends this August.See omnystudio.com/listener for privacy information.

May 18, 201828 min

Argentina Selloff Is A Buying Opportunity, Turkey Not So Much

Paul McNamara, Investment Director for emerging markets at GAM UK, on the big selloff in Argentina, and why Turkey is still a risk. Tom Gimbel, Founder and CEO of LaSalle Network, on jobs data, and why companies aren't paying more wages. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on how the potential bankruptcy of ZTE Corp. could be the shot that triggers the US-China trade war. Will Rhind, CEO of GraniteShares, on outlook for commodities, gold, and Iran impact on oil.See omnystudio.com/listener for privacy information.

May 18, 201828 min

Wealthy Endowments Should Subsidize Education: Ken Langone

Ken Langone, Co-Founder of Home Depot and former director of the New York Stock Exchange, discusses his new book, "I Love Capitalism: An American Love Story," education in America, and his investment in Palantir. Daniel Wager, Vice President: Global Financial Crime Compliance at LexisNexis Risk Solutions, on how companies should prepare for Iranian sanctions, and potential financial crimes surrounding Michael Cohen. Ken Shea, Senior Analyst Global Food, Beverages & Tobacco for Bloomberg Intelligence, on the skyrocketing M&A activity in the cannabis industry. Bermuda Premier David Burt on their growing crypto business and commitment to blockchain, and the regulatory environment.See omnystudio.com/listener for privacy information.

May 18, 201836 min

Don't See A Scenario That Moonves Stays At Company: Sweeney

Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on the Redstone family defeating the CBS bid to undercut control of company. Peter Pulikkan, US Energy analyst for Bloomberg Intelligence, discusses how U.S. refiners are maxing out on the shale they can process, as production surges. KC Mathews, Economist and Chief Investment Officer at UMB Bank, discusses market outlook, yield curve, inflation and current investment strategy. Jennifer Bartashus, Senior U.S. food retail and mass merchants analyst for Bloomberg Intelligence, on Walmart earnings and Kroger's pact with online grocer Ocado Group.See omnystudio.com/listener for privacy information.

May 18, 201827 min

Power Of US Sanctions Is Diminished After Caving On ZTE: Lake

Eli Lake, Bloomberg Opinion columnist on why Trump's cave to China's ZTE hurts his Iran strategy, and North Korea threatening to cancel the Trump summit. Jeff Smedsrud, co-founder of HealthCare.com and Founder and CEO at PivotHealth.com, on Trump's new drug pricing proposal, insurance affordability, and Obamacare outlook. Sarah Halzack, Bloomberg Opinion retail columnist, on Macy's sales gains and positive outlook. James Bach, Government Analyst: Federal Contracts for Bloomberg Intelligence, on the likely winner of the $10 billion Pentagon cloud contract: Amazon vs. Microsoft.See omnystudio.com/listener for privacy information.

May 16, 201829 min

US Reversal On ZTE Shows Weakness On Trade Negotiations: Miller

Leland Miler, CEO of China Beige Book, on Trump backtracking on moves against China's ZTE Corp, and what this signals about his trade war stance. Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, on the US Supreme Court ruling that states can legalize single-game sports betting. Alan Johnson, Managing Director and Founder of Johnson Associates, discusses results from their quarterly financial services compensation survey. Victoria Espinel, President and CEO of BSA: The Software Alliance and President of Software.org: The BSA Foundation, discussesintellectual property issues between the US and China, digital trade rules, and the software talent shortage. See omnystudio.com/listener for privacy information.

May 14, 201826 min

High Yield, EM Most Vulnerable To Asset Collapse: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the disconnect between asset prices and income, and current investment strategy. Tom Russo, Managing Partner at Gardner Russo & Gardner LLC, on why Philip Morris is poised to benefit from investment in smoke-free products. Brandon Kochkodin, Managing Editor for Bloomberg News, on how Apple and other big companies are no longer disclosing offshore cash positions, making it difficult to gauge whether tax changes are stoking federal investment.Sandy Miller, Partner at Institutional Venture Partners (IVP) on why Silicon Valley will see IPOs as well as more M&A, and how tech companies have been shutting out Wall Street.See omnystudio.com/listener for privacy information.

May 11, 201828 min

Tesla Will Go Bankrupt Without A Near-Term Cash Raise: Schultze

George Schultze, head of Schultze Asset Management, discusses the distressed equities and debt markets, and outlook for Tesla. Larry Noble, Senior Director and General Counsel for the Campaign Legal Center, and Bill Allison, campaign finance reporter for Bloomberg, on the gray area of backdoor lobbying to Trump by AT&T, Novartis, and others. Hugh Bromley, Solar market analyst for Bloomberg New Energy Finance, on California requiring solar panels be installed on all new homes starting in 2020. Toby Harshaw, Bloomberg Opinion columnist, discusses the situation in Iran, the military escalation in Israel, and the Korea summit.See omnystudio.com/listener for privacy information.

May 11, 201832 min

Corporate Payments To Cohen Are A Serious Legal Matter: Feldman

Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, on the payments that Michael Cohen received from corporations and a Russian oligarch, and the line between lobbying and bribes. John Kilduff, Founding Partner of Again Capital, on the oil markets, and why he expects oil to go to $80-85 a barrel.David Kotok, Chairman and CEO of Cumberland Advisors, on current investment outlook, the labor force and the Fed. Dr. Richard Chin, CEO of Kindred Biosciences, Inc., on the FDA approval of their new topical drug to treat weight loss in cats, and the company's extensive drug pipeline for pets.See omnystudio.com/listener for privacy information.

May 9, 201828 min

Seeing EM Fund Outflows Accelerate, More Pain To Come: Sassower

Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on whether we are reaching the bottom for EM. Elizabeth Nyamayaro, Senior Advisor to the Under Secretary-General and Executive Director of UN Women, and Head of the HeForShe Initiative, on the critical issues facing women around the globe.Anil Dash, CEO of Fog Creek Software, on how to make big tech more ethical and closing the gender pay gap.Max Nisen, Bloomberg Opinion columnist covering health care, on the Takeda-Shire deal. Broadcasting live from BLOOMBERG’s BUSINESS OF EQUALITY SUMMIT in the New York City corporate headquarters.See omnystudio.com/listener for privacy information.

May 8, 201827 min

Summer Driving Season Will Pump Oil Prices Until Fall: Schenker

Jason Schenker, President of Prestige Economics and a Bloomberg Prophet, discusses how a renewal of sanctions on Iran are impacting oil markets, and outlook for summer driving season.Ken Weissenberg, Partner-in-Charge, EisnerAmper Real Estate Group, on the Blackstone-Gramercy deal and how the shift to online shopping has boosted demand for warehouse REITS.Wiivv's Shamil Hargovan, Co-Founder and CEO, and Hannah Zachritz, Director of Product & Design, on the company’s 3D printing process for customized footwear, and how one of their engineers completed the Boston Marathon in their flip flop sandals. David Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, on key takeaways from the Berkshire Hathaway meeting.See omnystudio.com/listener for privacy information.

May 7, 201827 min

Elon Musk Call Was Reminiscent Of The 2001 Enron Call: Johnson

Gordon L. Johnson, Vertical Group Analyst and Managing Director, on Tesla’s outlook and cash burn.Bermuda Premier David Burt on their economy, tax haven status, and Bermuda as a regulatory play for insurance companies.David Ritter, Senior Analyst: Payments, Fintech & Specialty Finance Analyst for Bloomberg Intelligence, on how Amazon expanding its payment system will impact the payments space. Ogilvy & Mather WW Chairman and CEO John Seifert on the industry business climate, building brands in today's environment, consolidating under "one" Ogilvy, and company outlook after Sorrell.See omnystudio.com/listener for privacy information.

May 3, 201826 min

Government Should Be Borrowing As Much As They Can Now: Stern

Joel Stern, Chairman and CEO of Stern Value Management, discusses government debt. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, with key takeaways from Apple earnings. Will Pruett, Portfolio Manager of the Fidelity Latin America Fund (FLATX), on current investment opportunities and risks in Latin American markets, and why he's overweight Brazil. Jim Fallon, Editorial Director of Women's Wear Daily, on the economic impact to the global fashion world from the upcoming Royal Wedding.See omnystudio.com/listener for privacy information.

May 2, 201830 min

Ludicrous To Attack China For Supporting Its Own Economy: Roach

Stephen Roach, Senior Fellow and lecturer at Yale University and a Bloomberg View columnist, discusses whether China has the edge in US trade negotiations. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Gadfly, on how US supply and geopolitics are impacting oil prices. Steve Milunovich, analyst at UBS Securities, on what to expect from Apple earnings. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on quarterly refunding by the Treasury.See omnystudio.com/listener for privacy information.

May 1, 201826 min

Unlikely For Sprint And T-Mobile Deal To Get Approved: Butler

John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on T-Mobile to acquire Sprint Corp. for $26.5 billion in stock. Andy Lipow, President of Lipow Oil Associates, on Marathon Petroleum to buy rival oil refiner Andeavor for $23.3 billion, in a deal that could create the largest independent fuel maker in the U.S. Jim Vogel, Interest Rate Strategist for FTN Financial, on why yields are pegged more to inflation than supply. Walter Kemmsies, Economist and Chief Strategist of JLL's Ports, Airports and Global Infrastructure Group, on Mnuchin's upcoming trip to China, and outlook for tariffs.See omnystudio.com/listener for privacy information.

Apr 30, 201829 min