
Bloomberg Intelligence
3,442 episodes — Page 45 of 69

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

$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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Consumers Will Be Able To Get Paid For Their Own Data: SRAX CEO
Chris Miglino, CEO and Founder of SRAX (Social Reality), on how data is controlled and managed, how regulation will impact big tech media ad dollars, and developing technology for consumers to control and sell their own data.Hal Brands, Henry A. Kissinger Distinguished Professor at Johns Hopkins University and Bloomberg View columnist, on the implications for North and South Korea agreeing to finally end a seven-decade war.Michael Scanlon, Portfolio Manager for Manulife Asset Management, on big tech and energy, rebalancing the portfolio, and investment outlook.Fernando Valle, oil & gas analyst for Bloomberg Intelligence, on Exxon and Chevron earningsSee omnystudio.com/listener for privacy information.

Fiat Chrysler Ahead Of The Pack In Transition To SUVs: Kudla
(Bloomberg) -- Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz.Guests:David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on auto earnings, and a broader look at the auto industry.Yalman Onaran, Senior Writer: Banking and Finance for Bloomberg, on why he’s skeptical that Deutsche Bank can execute its latest plan.Scott Li, principal at CRG, a healthcare private investment firm, discusses investment opportunities in the healthcare landscape.Shira Ovide, Bloomberg Gadfly technology columnist, on Facebook, Amazon, and a look at investor jitters abvout Apple.See omnystudio.com/listener for privacy information.

Facebook Tries to Curb Fake News, Abuse with New Guidelines
Monika Bickert, Vice President, Product Policy and Counterterrorism at Facebook, on the company's update of community standards. Phil Bak, CEO of Exponential ETFs, on overexposure to FAANG trade in traditional market cap indexes, and a preview of Facebook earnings. Erik Fyrwald, CEO of Syngenta, on developing technologies including a malaria insecticide, their recent debt offering, and an upcoming EU ruling to ban one of their insecticides. Dr. Silviu Itescu, CEO of Mesoblast, (ASX:MSB; Nasdaq:MESO), on the opioid crisis, their product pipeline, and potential partners.See omnystudio.com/listener for privacy information.

Higher U.S. Yields Are Shifting The Risk-Reward in EM: Sassower
FOCUS ON FIXED INCOME: Damian Sassower, fixed income strategist for Bloomberg Intelligence, on emerging market debt and what higher US yields mean for EM.Jason Trennert, Chairman and Chief Investment Officer of Strategas Research Partners, on why the real economy will outperform the market in 2018.Alex Webb, Bloomberg Gadfly columnist covering technology, on Google's spending surge and Apple manufacturers signaling slowdown in iPhone demand.Max Nisen, Bloomberg Gadfly health care columnist, on Takeda close to buying Shire, and today's big health care earnings.See omnystudio.com/listener for privacy information.

We want to be a consolidator in the industry: William Weld
Dave Lafferty, Chief Market Strategist of Natixis Investment Managers, on markets and outlook. Also joining Pimm and Lisa is Scott Black, President and Founder of Delphi Management, on value investing and current stock picks. We also discuss cannabis legalization with former Massachusetts Governor William Weld, and Kevin Murphy, CEO of Acreage Holdings. Also joining to discuss oil and OPEC, is Joe Carroll, Bloomberg U.S. Energy Reporter and Houston Bureau Chief. Rounding out the conversation on munis is Joe Mysak, Editor for Bloomberg Brief: Municipal Market. See omnystudio.com/listener for privacy information.

Credit Investors See Highest Rate Risk Exposure Ever: Dhulipala
Srinivas Dhulipala, founder of credit hedge fund Kildonan Castle Asset Management, on why rate volatility presents the single-biggest risk to the high-yield credit market. Shira Ovide, Bloomberg Gadfly technology columnist, on Amazon CEO Jeff Bezos' annual shareholder letter, and Facebook building a team to design its own chips. Frank Holmes, CEO and CIO of US Global Investors, on the case for gold. Richard Conn, Managing Partner of Eurasia Advisors, on US-Russia relations, impact of sanctions, ruble outlook, and what response would be effective in dealing with Moscow.See omnystudio.com/listener for privacy information.

U.S. Better Be Prepared For Another Strike On Syria: Stavridis
Admiral James Stavridis, retired U.S. Navy admiral and former military commander of NATO, current dean of the Fletcher School at Tufts University and Bloomberg View contributor, on Mike Pompeo speaking with Kim Jong Un, and the conflict in Syria. Justin Sunerok, Founder and CEO of Verge, on their new partnership with Pornhub for its users to accept Verge cryptocurrency as payment. Luxembourg Finance Minister Pierre Gramegna on EU integration and trade outlook, taxation and its status as tax haven, and European growth. Sridhar Natarajan, High Yield Debt and Syndicated Loan Reporter, on Goldman and Blackstone being on opposite sides of an ego clash over swaps.See omnystudio.com/listener for privacy information.

$800 Million Crypto Fund Sees A Revolution in Finance: Masters
Coinshares Chairman Danny Masters discusses the outlook for bitcoin and crypto currencies, security, and regulation in the industry.Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the yield curve, Richard Clarida and Fedspeak this week.PenFed CEO James Schenck discusses providing seed capital to fund veteran start-ups via their new Veteran Entrepreneur Investment Program. Kevin Tynan, Senior Auto Analyst for Bloomberg Intelligence, on China removing ownership caps on automakers.See omnystudio.com/listener for privacy information.

Banks At Cycle Top, Will Be Down 30-50% In 12-18 Months: Peabody
Charles Peabody, President of Portales Partners LLC, on bank earnings and why we are seeing a lower quality of earnings. Brian Egger, Senior Gaming and Lodging analyst for Bloomberg Intelligence, on continued consolidation in the gambling industry, as Icahn plans to sell Tropicana in a $1.85 billion deal. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, on why the market is undervalued and current credit conditions.David Chene, Managing Partner at Kennedy Lewis Investment Management LLC, on whether corporate debt will be leading the US into the next recession.See omnystudio.com/listener for privacy information.

Delinquencies Hint At Pockets of Frayed Consumer Health: Cutts
Amy Crews Cutts, Chief Economist for Equifax, on the rising amount of consumer debt.David Lee, COO and CFO of Impossible Foods, on its plant-based burger making its fast food debut at White Castle. Barry James, President and CIO of James Investment Research and portfolio manager of the James Balanced: Golden Rainbow Fund (GLRBX), on current positioning, and stock picks. Larry Liebert, National Security Editor for Bloomberg, on the situation in Syria, and changes at the NSA.Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on how middle east tensions are impacting oil price.See omnystudio.com/listener for privacy information.

All Eyes Swivel To Washington As Trump Tweets, Ryan To Exit
Marty Schenker, Chief Content Officer for Bloomberg, on headlines moving markets today: U.S. mulling military strategies in Syria, Trump considering firing Rosenstein to end Mueller investigation. Billy House, congressional reporter for Bloomberg, on Paul Ryan's announcement to not seek reelecion, and who could replace him. Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst, on the two big issues that Facebook will need to tackle. Shira Ovide, Bloomberg Gadfly technology columnist, with recap and analysis of Mark Zuckerberg's testimony before Congress.See omnystudio.com/listener for privacy information.

California Plans to Cut Emissions By 40% By 2030: Edison CEO
Pedro Pizarro, President and CEO, Edison International, on investing in new energies, and how utilities are positioning themselves to benefit from the shift to electric vehicles.Anne Finucane, Vice Chairman, Bank of America, on investing in clean energy, sustainable financing, and how policy about social risk directs investment in different industries. Chris Mowry, CEO of General Fusion, on what the private sector and governments are doing to support nuclear fusion, and why break-even fusion is possible. Tom Wilson, mining and commodities reporter for Bloomberg, on how Russia sanctions are reverberating through the global commodities markets.See omnystudio.com/listener for privacy information.

Developing A Secure Nuclear Energy Strategy In Middle East: IP3
Guests:General (Ret.) Keith Alexander, U.S. Army, Co-founder and Director at IP3, on creating a strategy for secure economic development of nuclear energy in the Middle East, and implications for the region. Chris Ailman, Chief Investment Officer at CalSTRS Investments, discusses Facebook’s need to give voting rights to capital investors, and addresses the potentially material financial impact of climate change.Tom Fanning, Chairman, President & CEO, Southern Company, on his nuclear bet, investing in solar, and the future landscape of energy in the US. Sunpower CEO Tom Werner discusses new panel factory, tariffs, industry landscape and company outlook. Live from Bloomberg’s Future of Energy Global Summit in New York City. See omnystudio.com/listener for privacy information.

Deflationary Forces Will See 30-Year UST Going To 2%: Shilling
Guests:Gary Shilling, President of A. Gary Shilling & Co. and Bloomberg View Prophet and columnist, on markets, commodities and current investment themes.Brendan Ahern, CIO of KraneShares, on China, tariffs, and current China investment strategies.Erin Browne, head of asset allocation at UBS Asset Management, discusses markets and current allocation strategy, trade war impact, and currencies outlook.George Kurian, CEO of NetApp, and Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the company’s financials and outlook, and keeping data safe in the cloud.See omnystudio.com/listener for privacy information.

Trade Uncertainty Means Volatility Is Here to Stay: Clay Lowery
Clay Lowery, Managing Director at Rock Creek Global Advisors and former Assistant Secretary for International Affairs at the US Treasury Department, on tariffs, and the US considering an emergency CFIUS law to curb China takeovers. Brian Kleinhanzl, Equity research analyst at Keefe, Bruyette & Woods, discusses why Goldman's transition to be more "bank-like" may fail. Hugh Son, Bloomberg finance reporter, on the Wall Street battle between man and machine, and highlights from Jamie Dimon's annual letter to shareholders. Cole Smead, Managing Director and Portfolio Manager at Smead Capital Management, on markets and how passive vehicles don't help investors during bear markets.See omnystudio.com/listener for privacy information.

Weak Dollar To Continue As Central Banks Reallocate: Borthwick
Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, on currency strategy, dollar weakness, and why the Canadian dollar will rebound. Satish Jindel, President of SJ Consulting, dispels Trump’s claims about Amazon and USPS, and discusses the impact of tariffs on the transports and container ship industry. Dr. Ellen Wald, scholar at the Arabia Foundation, discusses oil markets and her new book, "Saudi, Inc," a history of Saudi Aramco and the family that controls the multi-trillion dollar enterprise. Rob Croce, Managing Director of Quantitative Strategies at Salient Partners, on asset allocation and risk parity strategy, as market volatility and negativity increases.See omnystudio.com/listener for privacy information.