Bloomberg Intelligence

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.

Eurasia Group's Mujtaba Rahman talks about the power shift taking place at the G-20 summit in Hamburg, Germany. Joe Deaux, a metals and mining reporter at Bloomberg, tells Pimm Fox how Americans will pay the price if Trump taxes foreign metals. Andrew Chamberlain, the chief economist at Glassdoor, discusses the June jobs report, trends in hiring and the dominance of the health-care sector on jobs. Finally, Michael Riley, a cybersecurity reporter at Bloomberg, talks about the news that Russians are said to be suspects in nuclear site hackings -- attacks that could pave the way to disrupt the U.S. electric grid.See omnystudio.com/listener for privacy information.

Salim Morsy, an advanced transport analyst at Bloomberg New Energy Finance, says electric cars will be dominating the market by 2040. Thierry Wizman, a global interest-rate strategist at Macquarie Capital, tells Pimm Fox why the drop in oil prices will suppress an upturn in 10-year bond yields, even if the Fed continues with its plans to raise rates. Tom Orlik, the chief Asia economist at Bloomberg Intelligence, talks about China, G-20 and the Fed. Finally, Eli Lake, a Bloomberg View columnist, discusses the options the U.S. has with North Korea: acquiescence or war.See omnystudio.com/listener for privacy information.

Stephen Schork, president of the Schork Group, gives his oil outlook and technical analysis of the energy markets. Eric Balchunas, an ETF analyst at Bloomberg Intelligence, discusses next-generation China ETFs and how they can provide easy exposure to investing opportunities. Finally, George Young, a partner and portfolio manager at Villere Funds, talks about U.S. equities and current stock picks.See omnystudio.com/listener for privacy information.

Nick Wadhams, a foreign policy reporter at Bloomberg, says we are seeing a "sidelining" of the U.S. State Department. Joe Mysak, an editor at Bloomberg Brief, discusses news that Illinois is racing to cobble together a budget deal as a downgrade to junk looms. James Manyika, a senior partner at McKinsey & Co. and chairman of McKinsey Global Institute, says America can bring back factories, but not jobs. Finally, Bill Smead, CEO of Smead Capital Management, talks about the competitive landscape of business in the U.S.See omnystudio.com/listener for privacy information.

Brian Egger, senior gaming and lodging analyst at Bloomberg Intelligence, says Marriott has had a 20 percent inbound decline from Mexico and the Middle East since Trump announced plans for a travel ban. Bloomberg's Robert Langreth talks about the IRS probe into a charity funded by drugmakers. Ex-U.S. Transportation Secretary James Burnley tells Pimm Fox and Lisa Abramowicz why privatizing air traffic control will be positive. Finally, Brooke Sutherland, a Bloomberg Gadfly columnist covering deals, talks about why Walgreens scrapped its Rite-Aid takeover and will buy 2,186 stores instead and why Sycamore is getting a rock-bottom price for Staples.See omnystudio.com/listener for privacy information.

Tom Metcalf, a financial reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz about the hot new thing in tax avoidance: insurance dedicated funds that are gaining popularity among the wealthy. Robert Knapp, CEO of Cyberghost, talks about why government national security agencies are to blame for the Petya malware cyberattack that has spread globally. Joe Mysak, a municipal bond editor at Bloomberg Brief, discusses the latest news in Puerto Rico, including government lawyers claiming they have no fiduciary duty to protect creditors and should protect residents first. Finally, Charles Biderman, founder of TrimTabs Asset Management, talks about launching the TrimTabs All Cap International Free-Cash-Flow ETF and why companies that fund their buybacks with free cash flow over debt tend to outperform.See omnystudio.com/listener for privacy information.

Alan Baum, principal at Baum and Associates, and Bloomberg Intelligence's Anand Srinivasan discuss how the Avis-Waymo and Hertz-Apple partnerships are gathering critical data for a driverless future. Tom Hoops, executive vice president and head of business development at Legg Mason, talks about how active managers have to step it up to remain relevant and how new active ETFs are key to the future. Bloomberg Intelligence's Josh Yatskowitz and Matthew Kanterman discuss Sprint's reported talks with Charter and Comcast on a wireless deal. Finally, Simon Ballard, a global credit strategist at Bloomberg in London, talks about Mario Draghi signaling that the ECB will be paring down its bond buying program.See omnystudio.com/listener for privacy information.

Henry Olsen, a senior fellow at the Ethics & Public Policy Center, talks about his new book, "The Working Class Republican: Ronald Reagan and the Return of Blue-Collar Conservatism." Mike Buchanan, deputy chief investment officer at Western Asset Management, tells Lisa Abramowicz why income investors need to look beyond traditional bond portfolios. Bloomberg’s Lynnley Browning says the corporate tax rate is likely to land at 28 percent instead of the historic 15 percent President Trump has promised. Finally, Bloomberg Gadfly columnist Lionel Laurent discusses news that Italy is committing $19 billion for Veneto banks in its biggest bank rescue on record.See omnystudio.com/listener for privacy information.

David Garrity, CEO of GVA Research and a columnist at Investopedia, talks about the outlook for Amazon and how it could exploit its predatory pricing position. Alan McKnight, CIO of wealth management at Regions Bank, discusses current investment strategy and the disconnect between investor expectations and market realities. Jonathan Gruber, an Obamacare architect and economics professor at MIT, tells Pimm Fox and Lisa Abramowicz why the Senate Trumpcare bill accomplishes nothing except a giant tax break for the wealthy. Finally, Thomas Black, an industrial reporter at Bloomberg in Dallas, talks about CSX CEO Hunter Harrison moving trains to be faster and on time, and the push for automation.See omnystudio.com/listener for privacy information.

Max Nisen, a Bloomberg Gadfly columnist covering health care, says the Senate Trumpcare bill doesn't age well. John Kilduff, a founding partner of Again Capital, tells Pimm Fox and Lisa Abramowicz why oil will likely dip into the $30 range. Bloomberg's Michael Sasso and Deena Kamel discuss news that Qatar Airways is taking a state in American Airlines. Finally, Brendan Brown, chief economist and head of economic research at Mitsubishi UFJ Securities, talks about asset price inflation and how Trump and the GOP have squandered the opportunity to tackle monetary disorder.See omnystudio.com/listener for privacy information.

Odilon Almeida, the president of global money transfer at Western Union, discusses his outlook for the rapidly expanding role of digital global money transfer. Logan Mohtashami, a senior loan officer at AMC Lending Group, tells Pimm Fox and Lisa Abramowicz why he doesn't anticipate any housing crash. Brendan Ahern, the chief investment officer at KraneShares, discusses the impact of China stocks winning MSCI inclusion. Finally, David Kudla, CEO and chief investment strategist at Mainstay Capital, talks about markets and investments, the Fed and where he's seeing value.See omnystudio.com/listener for privacy information.

Bloomberg's Michelle Jamrisko tells Pimm Fox and Lisa Abramowicz how the shrinking pool of undocumented immigrants is creating a growing shortage of agriculture workers in the U.S. Then, Vincent Piazza, a senior equity energy analyst and global sector leader at Bloomberg Intelligence, talks about oil prices and the EQT-Rice Energy deal. Simon Ballard, a global credit strategist at Bloomberg in London, discusses new issue volumes and why he sees red flags with investors chasing yield in sub-investment grade credits. Finally, Cory Johnson, an editor-at-large at Bloomberg and co-host of Bloomberg Markets, talks about Blue Apron's IPO and outlook.See omnystudio.com/listener for privacy information.

Salient's Ben Hunt talks about how the Fed's new "reaction function" to data won't be as investor-friendly as was before. Stephen Gandel, a Bloomberg Gadfly columnist, tells Pimm Fox why there's little reason to fear an "Amazonopoly" with the Whole Foods deal. Bloomberg IPO reporter Alex Barinka talks about Blue Apron's IPO and how the Amazon-Whole Foods deal may have impacted the offering. Finally, Bloomberg's Yalman Onaran discusses how easier bank stress tests could mean U.S. banks will put about $30 billion more cash in shareholder's pockets.See omnystudio.com/listener for privacy information.

Bloomberg Gadfly columnist Shira Ovide talks about Amazon's deal to buy Whole Foods and what it means for Amazon's foray into food. Bloomberg's Katherine Chiglinsky discusses GE's $31 billion pension shortfall. Michael Rea, the founder and CEO of RX Savings Solutions, talks about news that Nevada is forcing drugmakers to reveal insulin pricing. Finally, Terrell Gates, the founder and CEO of private equity firm Virtus Real Estate Capital, discusses home prices and issues of quality affordable housing, as rental rates outpace real wage growth.See omnystudio.com/listener for privacy information.

Live from Pershing's INSITE 2017 conference at the Manchester Grand Hyatt in San Diego. Doug Parker, American Airlines chairman and CEO, talks about the outlook for the airline industry, privatizing air traffic control and the impact of the travel ban. David Mazza, the head of beta solutions investment marketing and ETF specialists at Oppenheimer Funds, discusses smart beta and multi-factor strategies and how they will affect the industry in the future. Finally, Marvin Loh, a senior global market strategist at BNY Melon, talks about the debate over whether interest rates are heading up or down.See omnystudio.com/listener for privacy information.

Mark Tibergien, CEO of Pershing Advisor Solutions, discusses advisory trends, the needs of high net-worth investors and the future of the financial services industry. Simon Roy, the president and CEO of Invesco's robo-adviser, Jemstep, talks about upending the wealth management industry and why the financial future lies with bionic advisers.See omnystudio.com/listener for privacy information.