Bloomberg Intelligence

Amundi's Fred Samama discusses the importance of investing responsibly and how the market isn't pricing in climate risk right. Brad McMillan, the chief investment officer at Commonwealth Financial Network, tells Pimm Fox and Lisa Abramowicz whether investors should be worried about North Korea and why he's bullish on markets in the short-term. Bloomberg Intelligence's Brian Egger talks about how Hurricane Irma's devastation in the Caribbean has affected hotel and cruise stocks. Finally, Jack Ablin, the chief investment officer at BMO Wealth Management, gives his outlook for financial markets and what the credit cycle could signal.See omnystudio.com/listener for privacy information.

Government and regulatory agencies have Internet companies like Google and Facebook in their cross-hairs, a potentially huge risk to the big tech stocks, Bloomberg Gadfly's Shira Ovide says. Henry Peabody, a co-manager of the Eaton Vance Multi-Sector Bond Fund, tells Pimm Fox and Lisa Abramowicz why investors should hold cash to prepare for a credit unwind. Vincent Cignarella, a global macro strategist at Bloomberg, says the dollar will weaken as tax reform sinks. Finally, Frank Holmes, CEO and CIO of U.S. Global Investors, gives an outlook for gold and talks about how blockchain technology and cryptocurrencies are moving the yellow metal.See omnystudio.com/listener for privacy information.

Vinny Troia, CEO of Night Lion Security, and Bloomberg's Jordan Robertson tell Pimm Fox and Lisa Abramowicz that Equifax failed to fix a flaw that computer experts had flagged earlier in the year. Insurers have an appetite for flood risk, David Sampson, CEO of the Property Casualty Insurers Association of America, says. Bloomberg's Anand Srinivasan and Alex Sherman talk about how Apple could be locking up the supply chain with its reported involvement in Bain Capital's bid for Toshiba's memory chip business. Finally, Laura Litvan, a congressional reporter at Bloomberg, discusses the meal President Trump took with Democratic leaders Nancy Pelosi and Chuck Schumer to wrangle with DACA--same food, different stories.See omnystudio.com/listener for privacy information.

Greenwich Associates' Kevin McPartland says technology signals a change in banking jobs, not a loss. Storm recovery and cleanup companies are making billions off of more frequent natural disasters, Bloomberg's Prashant Gopal says. Lionel Laurent, a Bloomberg Gadfly columnist covering finance, discusses his skepticism of "hyped-up millennial alternative" asset classes like Bitcoin and cannabis. Finally, Bloomberg Gadfly's Shira Ovide explains why people might well pay $1,000 for the new iPhone and not think twice about it.See omnystudio.com/listener for privacy information.

It is Nordstrom without the clothes. Poonam Goyal, a senior retail analyst at Bloomberg Intelligence, talks about the retailer's new window-shopping concept. Mark Yusko, CEO and CIO at Morgan Creek Capital Management, tells Pimm Fox and Lisa Abramowicz about his new actively managed ETF that will cull from the firm's "10 best ideas." Bloomberg Intelligence's John Butler talks all things Apple on unveil day for the new iPhones. Finally, an update on Florida power utilities following Hurricane Irma, from Kit Konolige, a senior utilities analyst at Bloomberg Intelligence.See omnystudio.com/listener for privacy information.

Tom Tucci, the head of U.S. Treasury trading at CIBC World Markets, offers his outlook on the bond market. Teva's naming of Kaare Shultz as CEO comes in for analysis by Koby Benmeleh, a Bloomberg reporter in Tel Aviv, and Liz Krutoholow, a specialty pharma and biotech analyst at Bloomberg Intelligence. Bloomberg's Jamie Butters discusses the impact of China's effort to go all electric on cars. Finally, Regina Mayor, KPMG's global sector leader for energy and natural resources, talks about how major weather events affect the energy markets.See omnystudio.com/listener for privacy information.

Bloomberg's Brian Sullivan and Jack Kaskey talk about Hurricane Irma's destructive path and potential chemical fallout. Scott Painter, founder and former CEO of TrueCar, discusses Fair, his new "car-as-a-service" startup. Lamine Zarrad, CEO of Tokken, talks about how blockchain is working for the cannabis industry. Finally, Amnon Bar-Lev, president of Check Point Software, and Michael Riley, a cybersecurity reporter at Bloomberg, discuss Equifax's historic breach that may have exposed half of Americans. See omnystudio.com/listener for privacy information.

Alan Bjerga, an agriculture reporter at Bloomberg, says Hurricane Irma threatens $1.2 billion of Florida crops. Craig Johnson, president of Customer Growth Partners, talks about how hurricanes like Harvey and Irma impact retail. Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses news that Amazon is shopping for a second U.S. headquarters with as many as 50,000 employees. Finally, Marvin Loh, a senior global markets strategist at BNY Mellon, talks about central banks and risk asset response to geopolitics.See omnystudio.com/listener for privacy information.

Ariel Cohen, a senior fellow at the Atlantic Council and the director of the Center for Energy, Natural Resources and Geopolitics at the IAGS, talks about China and Russia's strategies for North Korea. Shunondo Basu, a meteorologist and gas analyst at Bloomberg New Energy Finance, discusses the impact of Hurricane Irma. Jonathan Adams, a senior insurance industry analyst at Bloomberg Intelligence, talks about how insurers are bracing for Hurricane Irma, as well as the impact from Harvey. Finally, Larry Tabb, chairman and founder of the Tabb Group, discusses news that the SEC is working on a carve-out policy against upcoming MiFID rules.See omnystudio.com/listener for privacy information.

The combination of UTX and Rockwell Collins creates an aerospace-supplier giant, Bloomberg Intelligence's Doug Rothacker says. Tom Hainlin, a global investment strategist at Ascent Private Capital Management, says the U.S. consumer supports a bull market for stocks. Finally, Dr. Robert Pape, a political science professor at the University of Chicago, says without China and Russia's support, the U.S. needs to restart Big 6 talks with North Korea.See omnystudio.com/listener for privacy information.

Hurricane Harvey destroyed large stocks of ethylene, the world's most important chemical, Bloomberg Intelligence's Jason Miner and Houston-based Bloomberg reporter Jack Kaskey tell Pimm Fox and Lisa Abramowicz. Miller Tabak & Co. equity strategist Matt Maley provides a macro look at the equity markets, the dollar and jobs. Bloomberg senior White House correspondent Margaret Talev discusses Trump attempt to tie a debt-limit boost to the Harvey aid package. Finally, Jessica Caldwell, executive director of industry analysis at Edmunds, discusses August auto sales and the impact from Harvey.See omnystudio.com/listener for privacy information.

Andy Lipow, president of Houston-based Lipow Oil Associates, talks about the impact of Hurricane Harvey on Houston's energy industry and gas prices. Bloomberg Businessweek's David Kocieniewski discusses his article, "Deep In Debt, The Kushners Hunted for Cash Across the Globe." Amnon Bar-Lev, president of Check Point Software, talks about nation-focused cyber attacks and new industries undergoing cyber-shifts. Finally, Ed Ludlow, a U.K. correspondent at Bloomberg, discusses where the U.K. stands with Brexit negotiations.See omnystudio.com/listener for privacy information.

Jenny Kaplan, a consumer reporter at Bloomberg, says PepsoCo.'s Frito-Lay is aiming to break into Amazon's Whole Foods with its organic Doritos and chips line. Sal Gilbertie, the president and founder of Teucrium Trading LLC, and Mike McGlone, a commodity strategist at Bloomberg Intelligence, discuss Hurricane Harvey's impact on agricultural crops and commodities. Hugh Johnson, chairman and CIO of Hugh Johnson Advisors, talks about his economic outlook, forecast for stock prices and investment strategy. Finally, Carl Riccadonna, the chief U.S. economist at Bloomberg Intelligence, discusses GDP and how Hurricane Harvey could impact growth.See omnystudio.com/listener for privacy information.

Houston Police Chief Art Acevedo discusses rescue and relief efforts after Hurricane Harvey and says there are challenges getting adequate resources to the city. Stephen Schork, president of the Schork Group, talks about how the $40 oil price barrier may be tested if Harvey's effects are prolonged. Bloomberg View columnist Brad Taylor, a retired Special Forces lieutenant colonel and author of "Ghosts of War" discusses how to beat North Korea at nuclear blackmail. Finally, Bob Shullman, the founder of the Shullman Research Center, talks about the latest luxury trends in the affluent world.See omnystudio.com/listener for privacy information.

Libby Toudouze, a partner and portfolio manager at Cushing Asset Management, talks about the impact that Hurricane Harvey is having on oil assets in the Gulf. Jonathan Adams, an insurance analyst at Bloomberg Intelligence, discusses Hurricane Harvey's impact on insurers and how most people weren't insured for flood damage. Scott Mushkin, a senior retail analyst at Wolfe Research, talks about Amazon's decision to start price cuts at Whole Foods today. Finally, Mandeep Singh, a technology analyst at Bloomberg Intelligence, discusses news that Uber is hiring Expedia CEO Dara Khosrowshahi to be the new CEO and what that implies for both companies.See omnystudio.com/listener for privacy information.

Shamaila Khan, the director of emerging market debt at AllianceBernstein, discusses the sanctions on Venezuela that the Trump administration unveiled today, potential impact on the country's debt, and China's involvement in the debt. Bloomberg Gadfly columnists Shira Ovide and Sarah Halzack talk about Amazon quickly using its ruthless playbook to cut prices at Whole Foods and the logistical challenges ahead for Amazon's grocery business. Shunondo Basu, a meteorologist and gas analyst for Bloomberg New Energy Finance, talks about Hurricane Harvey and its effect on the energy industry. Finally, David Ader, the chief macro strategist for Informa Financial Intelligence, discusses market uncertainty, the outlook for bond yields and current investment strategy.See omnystudio.com/listener for privacy information.

Steve Bell, a senior adviser at the Bipartisan Policy Center and former Senate Budget Committee staff director, tells Pimm Fox and Lisa Abramowicz why he believes a government shutdown is inevitable. Rania Sedhom, a managing partner at Sedhom Law Group, talks about three new employment-law changes in New York, how businesses could be affected and what it means for the rest of the country. Matthew Boyle, a U.S. retail reporter at Bloomberg, discusses how Costco's laissez-faire approach to online shopping could prove dangerous in the long term. Finally, Steven Englander, the head of research and strategy at Rafiki Capital, talks about currencies and whether central bankers still have power to sway markets.See omnystudio.com/listener for privacy information.

Milton Berg, CEO and founder of Milton Berg Advisors, discusses his bearish tones on the late-stage bull market and why he's bullish on gold. Bloomberg's Yalman Onaran talks about how big banks could see profit jump 20 percent with Trump-era deregulation. Rebecca Kern, an energy policy reporter at Bloomberg BNA, discusses news that the White House is denying requests for emergency orders to keep Murray Energy Corp. and FirstEnergy Corp.'s coal operations running and out of bankruptcy, despite Trump's campaign pledges. Finally, Leila Abboud, a Bloomberg Gadfly columnist covering technology, media and telecommunications, talks about how ad giant WPP's slumping sales indicate a larger problem for advertising companies.See omnystudio.com/listener for privacy information.

Jeff Webb, founder and chairman of Varsity Spirt, the world's largest cheerleading-uniform company, talks about being the biggest company in the $2 billion industry and his plans for an untapped global market. Bob Guccione Jr., the creator of Spin, Gear and Discover Media, discusses his new travel site, WONDERLUSTtravel.com. Hernan Rincon, CEO of Avianca Holdings, talks about taking the company completely digital and its strategic alliance with United Continental. Finally, Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence, discusses how ETF issuers are looking to save on indexing fees, as well as why active bond funds outperform ETFs.See omnystudio.com/listener for privacy information.

Schultze Asset Management's George Schultze talks about bankruptcy and distressed investing and where he's finding value. Bloomberg's Matt Townsend and Mario Parker talk about news that Herbalife is ending talks to go private and entering a pact with Carl Icahn and that Icahn is ending his White House role amid conflict of interest issues. Jared Hecht, co-founder and CEO of Fundera, discusses what to expect from the future of online lending. Finally, Sarah Jones, a U.K. finance reporter at Bloomberg in London, talks about the unintended consequences of MiFID: job losses and trading turmoil.See omnystudio.com/listener for privacy information.

Rick Helfenbein, the president and CEO of the American Apparel and Footwear Association, discusses retail earnings, Nafta negotiations and the impact of White House actions on the corporate community. Anurag Rana, a senior analyst of software and IT services at Bloomberg Intelligence, talks about Infosys CEO Vishal Sikka resigning amid acrimony between the board and a cohort of founders led by ex-chairman Narayana Murthy. Mike Buchanan, the deputy chief investment officer at Western Asset Management, gives his current outlook for the bond market and yield spreads. Finally, John Streur, the CEO of Calvert Research and Management, talks about responsible investing and ESG trends in 2017.See omnystudio.com/listener for privacy information.

Jim Paulsen, the chief investment strategist at the Leuthold Group, says three percent inflation looks likely. Chapdelaine & Co's Doug Borthwick talks about how the ECB is expressing concern over Euro appreciation and gives an outlook for the dollar. Sarah Halzack, a Bloomberg Gadfly columnist covering retail, discusses Walmart's tough battle ahead. Finally, Mike McDonough, the global director of economic research and chief economist at Bloomberg Intelligence, talks about how Trump's race remarks imperil the economic agenda.See omnystudio.com/listener for privacy information.

Scott Mushkin, a senior retail analyst at Wolfe Research, gives an outlook for the retail sector. Josh Dettman, the president of Fintech Investment Group, talks about the soaring price of bitcoin. Adam Tempkin, a structured finance reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz how "deep" subprime auto loans are hitting crisis levels. Finally, Stephen Smith, the CEO and president of Equinix, and Josh Yatskowitz, a media and cable analyst at Bloomberg Intelligence, discuss how companies are dealing with digital trends and using private interconnections to transform business.See omnystudio.com/listener for privacy information.

Lara Rhame, a senior economist in fund strategy at FS Investments, talks about retail sales, consumer spending and economic growth expectations. Seema Shah, a consumer discretionary analyst at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz why legacy retailers will continue to struggle. Norm Champ, the former director of the division of investment management at the U.S. Securities and Exchange Commission, talks about his new book, "Going Public: My Adventures Inside the SEC and How to Prevent the Next Devastating Crisis." Finally, Noel Hebert, a senior U.S. credit analyst at Bloomberg Intelligence, discusses reports that Amazon is planning a bond sale to fund its purchase of Whole Foods.See omnystudio.com/listener for privacy information.

Jack Devine, the former acting director of the CIA and founding partner and of the Arkin Group, tells Pimm Fox and Lisa Abramowicz why it's time for negotiation, not military action, with North Korea. Lionel Laurent, a Bloomberg Gadfly columnist covering finance and markets, talks about why Angry Birds maker Rovio Entertainment's planned IPO comes with risks. Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence, discusses Vanguard's growing dominance in asset management and how ETF inflows this year have already eclipsed last year's annual record. Finally, Mike McDonaugh, the global director of economic research and chief economist at Bloomberg Intelligence, talks about why NAFTA renegotiations are expected to be painless.See omnystudio.com/listener for privacy information.

Jeff Green, CEO of Trade Desk, talks about the company's earnings and performance, going public and the landscape of the digital ad space. Craig Johnson, president of Customer Growth Partners, discusses retail earnings and the outlook for malls. Bill Faries, Bloomberg's team leader for national security, talks about Trump's intensified warnings to North Korea amid rising tensions in the region and how Guam is preparing itself. Finally, Frank Mecum, the director of consignment at Mecum Auctions, discusses the collector car auction market, trends and the upcoming Mecum Monterey 2017 during the famed Monterey Car Week.See omnystudio.com/listener for privacy information.

Bill Rhodes, president and CEO of William Rhodes Global Advisors, talks about potential actions that could force China's hand on North Korea. George Mathew, CEO and chairman of Kespry, discusses the impact drones are having on changing blue-collar work, partnerships with Farmers Insurance and Deere and what lies ahead for the commercial drone industry. Jackie Baumgarten, CEO of Boatsetter, talks about the boat-sharing business and becoming the Airbnb for boats. Finally, Alex Barinka, an IPO reporter at Bloomberg, discusses how Blue Apron is losing customers after cutting spending.See omnystudio.com/listener for privacy information.

Charif Souki, founder of Cheniere and chairman of Tellurian, discusses the LNG and potentially being sued by his former company. Burt Flickinger, managing director of Strategic Resource Group, provides an outlook for the retail industry and talks about which major retailers will survive the "retail Ice Age." Joel Beam, managing director and senior portfolio manager at Salient, discusses opportunities in REITS and the global real estate market. Finally, Eric Lascelles, chief economist at RBC Global Asset Management, talks about the Fed, NAFTA and low wage growth.See omnystudio.com/listener for privacy information.

Damian Sassower, a fixed-income strategist at Bloomberg Intelligence, talks about how EM sovereign spreads are driving energy industry debt valuations, exposing issuers to political risks. Dan Wasiolek, a senior equity analyst at Morningstar, discusses Marriott earnings, previews Priceline and gives a general overview of the hospitality industry. David Kudla, the CEO and chief investment strategist of Mainstay Capital, talks about markets, Tesla and his current investment strategies. Finally, Bloomberg Prophet Danielle Dimartino Booth, the founder of Money Strong LLC and a former adviser to the Dallas Fed, discusses retail pain, China's widening trade surplus and rate hikes.See omnystudio.com/listener for privacy information.

Bloomberg Intelligence's Joel Levington and Douglas Rothacker discuss the structural and strategic implications for a $40 billion United Technology-Rockwell Collins deal. Paul Sweeney, the U.S. director of research and senior media and Internet analyst at Bloomberg Intelligence, previews big media earnings this week from CBS, Disney and Fox. Tara Lachapelle, a Bloomberg Gadfly columnist covering deals, talks about Berkshire-Hathaway's disappointing earnings and why the company needs to work some deal magic with its excess cash. Finally, Alex Sherman, a deals reporter at Bloomberg, discusses news that Sprint is said to resume early talks on a merger with T-Mobile and gives an outlook for SoftBank-Charter.See omnystudio.com/listener for privacy information.

Jay Lefkowitz, former U.S. special envoy for human rights in North Korea and a partner at Kirkland and Ellis, tells Pimm Fox and Lisa Abramowicz why we need a radical new approach on North Korea. Bloomberg's Chris Strohm talks about Jeff Sessions' briefing on leaks and news that Robert Mueller is establishing a Washington grand jury in the Russia probe. Chris Lu, the former deputy secretary of labor, discusses the July jobs report and why cutting immigration won't build job growth. Finally, Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence, talks about activist investor Paul Singer's comments that passive investing is "devouring capitalism."See omnystudio.com/listener for privacy information.

Mediatech Capital Partners' Porter Bibb talks about cable losing to on-demand, media earnings and the continued hemorrhage in print ad revenue. Ron Biscardi, co-founder and CEO of Context Capital Partners, discusses the health of the hedge fund industry, "speed dating" for hedge funds and key findings in their European Allocator Trends Report. Marc Chandler, the global head of currency strategy at Brown Brothers Harriman, talks about the BOE, the dollar and the pound. Finally, Bloomberg Intelligence's Caitlin Webber tells Pimm Fox and Lisa Abramowicz how consumer goods could be collateral damage if China trade talks fail.See omnystudio.com/listener for privacy information.

Maglan Capital President David Tawil discusses tightening spreads and growing risks in the high yield market. Sid Verma, a markets reporter at Bloomberg in London, tells Pimm Fox and Lisa Abramowicz how the Big Three credit raters ducked reform after the subprime mortgage crisis and have a tighter grip on business than before. Shira Ovide, a Bloomberg Gadfly columnist covering technology, talks about how Apple investors have been so trained to look ahead that they're ignoring the pedestrian present. Finally, Tom Orlik, chief Asia economist at Bloomberg Intelligence, discusses reports that the White House is preparing a trade case against China.See omnystudio.com/listener for privacy information.

Howard Marks, co-chairman and co-founder of Oaktree Capital Group, talks about using leverage in today's markets and what kind of returns investors should expect. Chris Ailman, chief investment officer at CalSTRS Investments, tells Pimm Fox and Lisa Abramowicz why he's been taking profit and de-risking assets and using private equity. Finally, John Butler, a senior telecom services and equipment analyst at Bloomberg Intelligence, talks about Sprint earnings and gives a preview of Apple earnings.See omnystudio.com/listener for privacy information.

Tom Orlik, chief Asia economist at Bloomberg Intelligence, talks about reports that China is pressuring Anbang to sell its offshore assets and bring proceeds home in a clampdown on the nation's biggest overseas dealmakers. Richard Conn, a managing partner at Eurasia Advisors, discusses the Trump-Russia controversy. Phil Orlando, chief equity strategist at Federated Investors, weighs in on the stock markets, valuations and earnings. Finally, Paul Sweeney, U.S. director of research and senior media/internet analyst at Bloomberg Intelligence, talks about news that Discovery is buying Scripps for $11.9 billion to form a cable giant and that SoftBank is said to be planning a direct offer for Charter.See omnystudio.com/listener for privacy information.

Bloomberg’s Stephen Dennis, congressional reporter, and Zach Tracer, health care reporter, on the Senate’s failure to repeal Obamacare, as McCain blocks bill. Anna Edney, health care reporter for Bloomberg, on FDA looking to cut cigarette nicotine, in a blow to the tobacco industry. David Garrity, CEO of GVA Research and columnist at Investopedia, on Amazon disappointing, this week’s tech earnings highlights, and outlook for the sector. Liam Denning, Bloomberg Gadfly columnist covering energy, on oil markets and earnings: Exxon, Chevron.See omnystudio.com/listener for privacy information.

Gary Kelly, CEO of Southwest Air, on earnings, pricing and demand, capacity and fuel prices. Cliff Noreen, Deputy Chief Investment Officer for MassMutual, on the debt markets and insatiable demand for US corporate bonds. Rick McVey, Chairman and CEO of MarketAxess, on how the arrival of "all to all" electronic trading is remaking global bond markets. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Verizon’s blowout earnings and outlook.See omnystudio.com/listener for privacy information.

Mike Dudas, a metals and mining analyst at Vertical Research, talks about copper's hot streak and mining companies' earnings. Ward McCarthy, the chief financial economist at Jefferies, provides an outlook for the Fed balance sheet. Jess Shankleman, a renewables reporter at Bloomberg in London, talks about news that the U.K. will ban the sale of fossil fuel cars by 2040. Finally, Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses the big tech earnings this week from Amazon, Facebook and Twitter.See omnystudio.com/listener for privacy information.

Simon Ballard, a Bloomberg credit strategist in London, talks about Greece returning to the debt markets. Steven Oh, the global head of credit and fixed-income at PineBridge Investments, tells Pimm Fox and Lisa Abramowicz why investors should consider a shift in allocations to emerging markets. Michael Halen, a senior restaurant analyst at Bloomberg Intelligence, talks about McDonald's strong earnings report, Domino's shrinking margins and provides preview of tonight's Chipotle report. Finally, Sarah Halzack, a Bloomberg Gadfly columnist covering retail, discusses news that Michael Kors is buying Jimmy Choo for $1.2 billion.See omnystudio.com/listener for privacy information.

Bloomberg Gadfly's Liam Denning talks about how a collapsing Venezuela could jolt the oil market. Dr. Stafford Broumand, a plastic surgeon at 740 Park Plastic Surgery and the former president of the American Society of Plastic Surgeons, discusses the growth of the plastic surgery industry and the companies that could benefit. Paul Sweeney, U.S. director of research and a senior media and Internet analyst at Bloomberg, gives a preview of Google earnings and talks about Disney's worker strike. Finally, Ira Jersey, an interest rate strategist at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz how a Fed runoff could significantly increase volatility in the mortgage-backed market.See omnystudio.com/listener for privacy information.

Bloomberg Businessweek's Felix Gillette tells Pimm Fox and Lisa Abramowicz how the Sinclair Broadcasting group -- the largest owner of broadcast TV stations -- is becoming the unofficial arm of the Trump/TV industrial complex. Cord Christensen, co-founder and CEO of PetIQ, discusses the company's IPO and plans for continued growth as a public company. Yalman Onaran, a senior banking and finance writer at Bloomberg, says banks are posting record profits despite claims that regulation has held them back. Finally, Bob Crandall, the former CEO of American Airlines, talks about overcrowding and the need for air traffic reform.See omnystudio.com/listener for privacy information.

Bloomberg's Christian Berthelsen, Bloomberg View columnist Al Hunt and national security editor Larry Liebert talk about the Bloomberg scoop that U.S. Special Counsel Robert Mueller is said to be expanding his probe into Trump's business transactions. They also discuss why Jeff Sessions says he doesn't intend to resign after Trump's scathing comments about him to the New York Times.See omnystudio.com/listener for privacy information.

Burt Flickinger, the managing director at Strategic Resource Group, talks about McCormick & Co. acquiring Reckitt Benckiser Group Plc's food business for $4.2 billion. Frank Bien, CEO of Looker, and Mandeep Singh, a technology analyst at Bloomberg Intelligence, discuss unlocking big data without having to extract it, creating easier experiences for the end user, the cloud and AI. Alex Sherman, a technology, media and telecom M&A reporter at Bloomberg, talks about news that Discovery and Viacom are said to have held separate talks to combine with Scripps Networks. Finally, KC Mathews, an economist and chief investment officer at UMB Bank, discusses earnings, interest rates and the Fed's impact.See omnystudio.com/listener for privacy information.

Mark Travis, president and CEO of Intrepid Capital, tells Pimm Fox and Lisa Abramowicz his current stock picks and why he likes Leucadia National. Erik Hirsch, the vice chairman and head of strategic initiatives at Hamilton Lane, talks about the pendulum shifting for investors to accept illiquidity. Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses Netflix earnings and why the company is burning more cash than Tesla. Finally, Bloomberg's Laura Litvan talks about McConnell's failure to replace Obamacare.See omnystudio.com/listener for privacy information.

George Gleason, CEO and chairman of Bank of the Ozarks, talks about the bank's growth and high safety standards, defying Carson Block's 2016 SOHN conference short idea. Bloomberg's Gabrielle Coppola discusses the fallout from the U.S.'s new subprime boom: soaring auto defaults. Selina Wang, a technology reporter at Bloomberg, talks about Blue Apron tanking after Amazon filed a trademark application for prepared food kits. Finally, Ann Selzer, president of Selzer & Company, a Des Moines-based public opinion research firm, discusses results of a broad poll on President Trump.See omnystudio.com/listener for privacy information.

Jim Vogel, an interest rate strategist at FTN Financial, discusses the bond market, inflation and rates outlook. Bob Eisenbeis, the vice chairman and chief monetary economist at Cumberland Advisors and the former director of research at the Atlanta Fed, talks about the Fed and the top picks if Fed Chair Yellen is replaced. Seema Shah, a consumer discretionary analyst at Bloomberg Intelligence, and Christian Magoon, CEO of Amplify Investments, discuss retail sales and why it makes sense for Amazon to buy struggling Macy's. Finally, Steve Dennis, a congressional reporter at Bloomberg, says the Republican health-care bill is destined for another rewrite.See omnystudio.com/listener for privacy information.

Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about the GOP's newly revised Trumpcare bill. Carl Riccadonna, the chief U.S. economist for Bloomberg Intelligence, weighs in on Fed Chair Yellen's testimony to the Senate Banking Committee.See omnystudio.com/listener for privacy information.

Mike Regan, the lead blogger for Bloomberg's Markets Live blog, Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, and Chris Condon, a Fed reporter at Bloomberg, talk about Fed Chair Yellen's testimony to Congress and reports that National Economic Council Director Gary Cohn is said to be the leading candidate to replace Janet Yellen as Fed chair next year.See omnystudio.com/listener for privacy information.

Matt Maley, an equity strategist at Miller Tabak & Co., talks about bank earnings and why Congress needs to shoulder responsibility for the lack of fiscal policy. Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about news that Senator McConnell is floating a potential bipartisan fix of Obamacare. Sal Gilbertie, the president and founder of Teucrium Trading LLC, and Mike McGlone, a commodity strategist at Bloomberg Intelligence, discuss agricultural commodities and how the drought and demand could impact wheat and corn prices. Finally, Bloomberg's Laura Keller says Wall Street is dulled by a renewed trading slump.See omnystudio.com/listener for privacy information.

Jim Bianco, the president and founder of Bianco Research, talks about the fixed income market, investing, inflation and the Fed. Jitendra Waral, a global Internet and consumer electronics analyst at Bloomberg Intelligence, previews Amazon Prime Day. Andy Steuerman, the head of middle market lending and late state lending groups at Golub Capital, discusses their recent PetVet loan facility deal and trends in the private equity landscape. Finally, Damian Sassower, a fixed income strategist at Bloomberg Intelligence, talks about the recent weakness in emerging market debt.See omnystudio.com/listener for privacy information.