Bloomberg Intelligence

Carl Riccadonna, the chief U.S. economist at Bloomberg Intelligence, tells Pimm Fox and Lisa Abramowicz why he's downgrading the medium-term outlook for U.S. economic growth and asks what remains if Trumponomics is trampled. Former Sears Canada CEO Mark Cohen, the director of retail sales and an adjunct professor at Columbia Business School, talks about Sears and why it has completely lost its viability. John Veihmeyer, KPMG's global chairman, discusses KPMG's CEO outlook report, which details CEO top priorities over the next three years. Finally, Jim Paulsen, the former chief investment strategist at Wells Capital Management, says he still sees more upside to the market.See omnystudio.com/listener for privacy information.

Shira Ovide, a technology columnist at Bloomberg Gadfly, talks about the technology rout and the expectations for Apple's next iPhone. Damian Sassower, a fixed income strategist at Bloomberg Intelligence, discusses the deteriorating credit quality in emerging markets. Jeff Korzenik, the chief investment strategist at Fifth Third Bank, talks about the divide between big business and small business. Finally, Andrew Essex, CEO of Tribeca Enterprises, discusses his new book, "The End of Advertising: Why It Had to Die, and the Creative Resurrection to Come."See omnystudio.com/listener for privacy information.

Danny Blanchflower, a professor of economics at Dartmouth College, talks about the geopolitical and economic outlook following the U.K. election. Doug Ciocca, CEO and partner at Kavar Capital, discusses the malaise in the markets after major geopolitical events. John Butler, a senior telecom services and equipment analyst at Bloomberg Intelligence, talks about how Apple's new iPhone is missing out on higher-speed data links and Verizon's decision to cut 2,100 jobs after its merger with Yahoo. Finally, Jenna Giannelli, a high-yield analyst at Citibank, gives a macro look at Nordstrom's privatization.See omnystudio.com/listener for privacy information.

Glenn Youngkin, president and chief operating officer of the Carlyle Group, talks about incentives that cities get by forming partnerships with private equity to fund infrastructure spending. Kristi Mitchem, CEO of Wells Fargo Asset Management, discusses passive versus active investing and the impact of geopolitics on markets. Emmanuel Sharef, a residential housing analytics specialist at PIMCO, talks about the U.S. housing market and how to use artificial intelligence to build and protect assets. Finally, Larry Leibert, a Bloomberg national security editor in Washington, discusses the impending Comey hearings, the new FBI nominee and reports that Jeff Sessions suggested he resign.See omnystudio.com/listener for privacy information.

Peter Kenny, a senior market strategist at Global Markets Advisory Group and an independent market strategist for Kenny & Co. LLC, tells Pimm Fox and Lisa Abramowicz why he expects underperforming industries to catch up with technology. Simon Ballard, a Bloomberg global credit strategist in London, talks about the risk of the U.K. election, the ECB meeting and the Comey hearing may have on credit markets. Ford's Mark LaNeve discusses the outlook for cars and trucks. Finally, Caitlin Webber, a government analyst at Bloomberg Intelligence, talks about the outlook for H1-B visa workers as Trump and congress target companies that are heavy users.See omnystudio.com/listener for privacy information.

Live from Commonwealth Financial Network's 2017 Retirement Symposium in Boston. Peter Fendler, a principal at Hub International New England, discusses retirement funding, the age of the Fiduciary Rule and fund selection. Javier Blas, the chief energy correspondent at Bloomberg Intelligence, talks about the impact to oil markets after a Saudi-led alliance has cut off ties to Qatar as punishment for its relationship with Iran. George Ferguson, the senior aerospace, defense and airline analyst at Bloomberg Intelligence, discusses Trump's proposal to privatize air traffic control. Finally, Marcy Supovitz, a principal at Boulay Donnelly & Supovitz Consulting Group Inc, talks about retirement planning, HSAs and what Trump's tax proposal means for retirement plans.See omnystudio.com/listener for privacy information.

Mark Grant, the chief strategist at Hilltop Securities, and Neil Dutta, the head of U.S. economics at Renaissance Macro Research LLC, discuss the May jobs report and how the market's reacting. Then, Rob Barnett, Bloomberg Intelligence's senior energy policy analyst, talks about America's decision to pull out of the Paris climate pact.See omnystudio.com/listener for privacy information.

Former South Carolina Republican Congressman Bob Inglis, executive director of republicEn.org, talks about going from a climate change denier to an activist and why pulling out of the Paris Accord is a bad idea. Chris Russo, the head of sports practice at Houlihan Lokey, discusses M&A trends in the sports world, video streaming and professional sports, and the Tiger Woods brand. Michael Cuggino, the president the Permanent Portfolio Family of Funds, talks about markets, equities, bonds and gold. Finally, Bloomberg's Laura Keller discusses continued low volatility and trading volume throughout Wall Street.See omnystudio.com/listener for privacy information.

Chuck Lieberman, the chief investment officer at Advisors Capital Management LLC and a Bloomberg View columnist, discusses his column, "Stocks Rally as D.C. Burns and That's Not Odd." Patrick Donahue, a government reporter at Bloomberg in Berlin, talks about President Trump blasting Germany on trade. Harvard University's Mihir Desai discusses his new book, "The Wisdom of Finance: Discovering Humanity in the World of Risk and Return," which advocates a return to humanity in finance. Finally, Anand Srinivasan, a senior semiconductor and hardware analyst at Bloomberg Intelligence, talks about Intel's new chip for gamers.See omnystudio.com/listener for privacy information.

Ricardo Hausmann, the director of the Center for International Development at Harvard's Kennedy School and Venezuela's former planning minister, discusses Venezuela's debt outlook and political climate. Ariel Cohen, a senior fellow at the Atlantic Council, grades Donald Trump's NATO visit and foreign tour. Bloomberg Intelligence's Vincent Piazza talks about his oil outlook following the OPEC meeting and ahead of the summer driving season. Finally, Ravi Saligram, CEO of Ritchie Bros. Auctioneers, discusses the recent acquisition of IronPlanet.See omnystudio.com/listener for privacy information.

Ron Quaranta, chairman of the Wall Street Blockchain Alliance, discusses the state of the blockchain world in financial markets and the surge in demand for bitcoin. Joseph Feldman, the senior managing director and retail analyst at Telsey Group, talks about how Best Buy was able to leverage both its physical and online retail channels to success. Carl Riccadonna, the chief U.S. economist at Bloomberg Intelligence, discusses key takeaways from the Fed minutes. Finally, Chris Strohm, a national security reporter at Bloomberg, says former FBI head James Comey's testimony faces White House roadblocks.See omnystudio.com/listener for privacy information.

Ernesto Ramos, the head of equities at BMO Global Asset Management, discusses his contrarian view that the U.S. economy has peaked and that we aren't in a higher-growth environment. Patrick Chovanec, chief strategist at Silvercrest Asset Management, talks about Moody's decision to downgrade China. Bloomberg's Mario Parker discusses how Carl Icahn reaped a $60 million windfall in his energy company after using his position as a Trump adviser to influence regulations. Finally, Joel Stern, the chairman and CEO of Stern Value Management, talks about Fed policy, excessive regulation and the outlook for inflation.See omnystudio.com/listener for privacy information.

Live from the National Postal Forum in Baltimore, Maryland. Kristin Seaver, chief information officer and executive vice president of the United States Postal Service, discusses mail intelligence engineering platforms, staying competitive and new technology. Bloomberg BNA's Jonathan Nicholson talks about Trump's budget proposal and highlights from Mick Mulvaney's briefing. Chris Hewlett, the manager of U.S. drone powered solutions at Pricewaterhouse Coopers, discusses drones and how they will matter to businesses. Finally, Pritha Mehra, the vice president of mail entry and payment technology at USPS, talks about USPS' payment systems and how it is modernizing and enhancing the customer experience.See omnystudio.com/listener for privacy information.

Narayana Kocherlakota, a Bloomberg View columnist and the former Minneapolis Fed president, discusses what he calls the Fed's $2 trillion mistake and why economic forecasting is still broken. Michael Arnold, Bloomberg's bureau chief for Israel and Palestinian territories, talks about President Trump's trip to the Middle East. David Zervos, the chief market strategist at Jefferies LLC, discusses how excessive regulation has stymied GDP growth. Finally, Keith Naughton, auto editor-at-large at Bloomberg in Detroit, talks about Ford CEO Mark Fields being replaced by turnaround specialist Jim Hackett, the head of Ford's Smart Mobility subsidiary.See omnystudio.com/listener for privacy information.

Geoffrey Dennis, the head of global emerging market strategy at UBS Securities, discusses emerging markets and Brazil. Mike McGlone, a commodities strategist at Bloomberg Intelligence, talks about the "stars aligning" for commodities. Bloomberg Intelligence's Nathan Dean discusses tax reform, Steven Mnuchin's testimony on Glass-Steagall and Republican efforts to reform the Fed. Finally, Marty Schenker, senior executive editor of global economics and government at Bloomberg, talks about Trump's middle east trip and the "swamp striking back" with the appointment of special counsel Robert Mueller.See omnystudio.com/listener for privacy information.

Bloomberg's David Wilson and Vivianne Rodrigues tell Lisa Abramowicz explain how Brazil's corruption crises are roiling the markets. Then, Max Abelson, a Bloomberg finance reporter, talks about the key takeaways from Steven Mnuchin's testimony before Congress.See omnystudio.com/listener for privacy information.

Kunal Kapoor, CEO of Morningstar Inc., discusses passive vs. active funds and the financial services industry. Doug Borthwick, the managing director and head of FX at Chapdelaine & Co., talks about the dollar's reaction to the continued chaos in the White House. Andrew Martin, a legal editor at Bloomberg News, talks about how the Comey memo could thrust President Trump into a legal quagmire. Finally, Srinivas Thiruvadanthai, the director of research at the Jerome Levy Forecasting Center, discusses the Fed dilemma, high yield bonds and housing bubbles in Canada and Australia.See omnystudio.com/listener for privacy information.

Jim Woolsey, former director of the CIA, gives an insider's perspective on Trump's reported leak of highly classified intelligence to Russian diplomats. Bloomberg's Steven Dennis talks about how Senate Majority Leader Mitch McConnell is playing sheriff to White House spending. Damian Sassower, a fixed-income strategist at Bloomberg Intelligence, discusses emerging market energy debt and why investors still like EM debt. Finally, former U.S. Secretary of Transportation Ray LaHood and former Pennsylvania Governor Ed Rendell discuss the latest bipartisan efforts to increase investment in America's transportation, water, technology and energy systems.See omnystudio.com/listener for privacy information.

Michael Coden, who heads the cybersecurity practice at BCG Platinion and is also associate director of the MIT Cybersecurity Research Consortium, discusses the WannaCry pandemic. Toluse Olorunnipa, a White House reporter at Bloomberg, talks about reports that White House staff are on the chopping block and U.S. lawmakers are requesting Comey-related tapes. David G. Dietze, the president and chief investment strategist at Point View Wealth Management, discusses the outlook for markets and current investment strategy. Finally, Karen Mills, the former SBA administrator and a senior fellow at Harvard Business School, talks about the need for bipartisan small business legislation and the impact that Dodd-Frank reform could have on small businesses.See omnystudio.com/listener for privacy information.

David Beattie, a senior vice president at Moody's, discusses Moody's decision to cut Canadian bank ratings. Ken Doyle, a senior editor at Bloomberg BNA's Money and Politics Report, talks about Trump's order to Kris Kobach, a well-known advocate for reduced immigration, on a new panel to probe fraudulent voting. Seema Shah, a consumer analyst at Bloomberg Intelligence, and Burt Flickinger, a managing director at Strategic Resource Group, discuss April retail sales, JC Penney earnings and Walmart turning the heat on Target. Finally, Jim Riccitelli, co-CEO of Unison Home Ownership Investors, talks about institutional investors helping homeowners with downpayments.See omnystudio.com/listener for privacy information.

Mitchell Krebs, president of The Silver Institute and president/CEO of Coeur Mining, Inc., discusses the state of silver and the global ramification of the annual World Silver Survey. John Butler, senior telecom services and equipment analyst at Bloomberg Intelligence, talks about Verizon beating out AT&T to buy Straight Path for $3.1 billion and what it means for the telecommunications landscape. Craig Bouchard, CEO of Braidy Industries, discusses his company's $1.3 billion investment to build an aluminum rolling mill in Kentucky. Finally, Keith Naughton, Bloomberg's auto editor at large, says Ford is turning up the heat on CEO Mark Fields.See omnystudio.com/listener for privacy information.

Eli Lake, a Bloomberg View columnist, tells Pimm Fox and Lisa Abramowicz what FBI Director James Comey's dismissal means for national security. Roberto Croce, a senior money manager and head of quantitative strategies at Salient Partners, discusses risk parity strategies. Bloomberg's Ed Hammond talks about a potential Pret a Manger IPO and the outlook for a merger between AT&T and Sprint. Finally, Paul Sweeney, U.S. director of research and senior media/internet analyst at Bloomberg Intelligence, discusses today's big media earnings from 21 Century Fox, Time and Tribune Media.See omnystudio.com/listener for privacy information.

Former Treasury Secretary Larry Summers, president emeritus and Charles W. Eliot University professor at Harvard University, discusses bank regulation, U.S. Treasury policies and an outlook for recession. Matt Freund, co-chief investment officer and head of fixed income strategies at Calamos Investments, tells Lisa Abramowicz why he expects rates to re-test lows in the next recession. Alicia Garcia Herrero, chief economist for the Asia Pacific region at Natixis, discusses the outlook for China and Asia markets. Finally, Max Nisen, a Bloomberg Gadfly columnist, talks about insurers raising Obamacare premiums as they fret over the bill's shaky future.See omnystudio.com/listener for privacy information.

Live from the Atlanta Fed's 22nd Annual Financial Markets Conference in Amelia Island, Florida. Bloomberg Intelligence's Maxime Sbaihi discusses the economic impact of Emmanuel Macron's Presidential win in France and what challenges lie ahead on getting his reform agenda approved. Bloomberg Gadfly columnists Shelly Banjo and Tara LaChapelle talk about Coach buying Kate Spade in a deal valued at $2.4 billion, Verizon bidding for Straight Path and Sinclair buying Tribune. Paula Tkac, vice president and senior economist at the Atlanta Fed, discusses key themes to be explored at the conference. Finally, Bloomberg's Noah Buhayar talks about the company's annual meeting, Warren Buffet and Charles Munger's comments on why Republicans are "bonkers" on deregulation.See omnystudio.com/listener for privacy information.

Bloomberg Gadfly columnist Max Nisen talks about what can be expected in the Senate after the House passed the American Health Care Act. John Cochrane, a senior fellow at the Hoover Institution, discusses wage growth and monetary policy. Bloomberg's Ira Jersey says yields won't necessarily move higher when the Fed shrinks its balance sheet. Finally, Joe Mysak, a municipal bond editor at Bloomberg Briefs, discusses Puerto Rico.See omnystudio.com/listener for privacy information.

John Kilduff, founding partner of Again Capital, talks about oil prices hitting below $50. David Hammer, head of municipal bonds in New York for Pacific Investment Management, discusses Puerto Rico's backruptcy. Matthew Mish, executive director of global credit strategy at UBS, talks about auto loan defaults and whether they signal broader U.S. consumer loan stress. Ning Tang, CEO and founder of CreditEase, discusses Chinese investors' growing appetite for U.S. investment, the financial technology IPO pipeline and outlook for the credit cycle.See omnystudio.com/listener for privacy information.

Chris Whalen, chairman of Whalen Global Advisers and the author of "Ford Men," discusses the Fed's relationship with the Treasury and how it affects the markets. Bloomberg's Michelle Kaske talks about Puerto Rico's bankruptcy-like filing to cut the island's debt. Finally, Eli Lake, a Bloomberg View contributor, discusses President Trump's "giddiness" to cut deals with unsavory despots.See omnystudio.com/listener for privacy information.

Live from the 2017 Red Hat Summit in Boston, Fiduciary Trust CIO Peter Andersen says Treasuries reflect doubt that's creeping into the market and forcing people to take a second look at Trump's promises. Joe Fitzgerald, vice president of the management business unit at Red Hat, says companies need automation to survive. Finally, Bloomberg's Michelle Kaske discusses Puerto Rico's liabilities and incoming litigation.See omnystudio.com/listener for privacy information.

Peter Tchir, head of macro strategy for Brean Capital, tells Pimm Fox and Lisa Abramowicz why it's time to sell high yield. Bloomberg's Jamie Butters talks about declining U.S. auto sales. Bloomberg's Erik Wasson, discusses the Congressional spending bill that abandons some of Trump's priorities. Finally, Paul Sweeney, senior media and Internet analyst for Bloomberg Intelligence, discusses news that 21st-Century Fox is teaming with Blackstone for a bid to buy Tribune Media.See omnystudio.com/listener for privacy information.

Gene Munster, co-founder of Loup Ventures, says Amazon and Google are defining the way consumers expect retail and media to evolve. Constance Hunter, chief economist at KPMG, says we're in the eighth inning of the business cycle. Sheryl Palmer, president and CEO of Taylor Morrison Home Corp, says confident consumers are creating optimism in the housing business. Finally, John Bartlett, a money manager at W.H. Reaves & Co., discusses utilities stocks.See omnystudio.com/listener for privacy information.

Chris Volk, CEO of Store Capital, tells Pimm Fox and Lisa Abramowicz what's happening in the shifting retail landscape and how that may hurt commercial real estate. Bloomberg's Doug Alexander talks about his story on why Home Capital shares dropped by the most on record in Toronto. Finally, Ford CFO Bob Shanks discusses first-quarter earnings.See omnystudio.com/listener for privacy information.

Former LA Lakers coach Byron Scott and Freshpet Chairman Charles Norris discuss their book, "Slam-Dunk Success: Leading From Every Position on Life's Court." Dor Skuler, CEO of Intuition Robotics, talks about his startup's social companion AI technology. Finally, Bloomberg Intelligence's Ryan O'Connell discusses rising credit card charge-offs after Capital One and Discover earnings.See omnystudio.com/listener for privacy information.

Live from the 2017 Future of Energy Summit, Christopher Ailman, the CIO of the California State Teachers' Retirement System, discusses the divestment of fossil fuels. Ralph Izzo, the chairman, president and CEO of Public Service Enterprise Group Incorporated, talks about the profitability of existing and planned nuclear reactors and government support for advanced reactor technologies. Finally, Barbara Buchner, the executive director of the Climate Finance Program at the Climate Policy Initiative, discusses international climate and energy policy, along with the state of climate and energy finance.See omnystudio.com/listener for privacy information.

Bloomberg's Laura Litvan discusses the possibility of a government shutdown and whether Trump's border wall demands will be a factor. Carl Pope, a Bloomberg View contributor and the former executive director and chairman of the Sierra Club, talks about mitigating the worst effects of man-made climate change. Finally, Auke Lont, president and CEO of Statnett, discusses grids, storage and the future of electricity.See omnystudio.com/listener for privacy information.

Michael Cloherty, the head of U.S. interest-rate strategy at RBC Capital Markets, says the issuance process for U.S. 100-year bonds is too risky as he talks about Treasury Secretary Steve Mnuchin's idea for ultralong bonds. Sandy Miller, a general partner at IVP, tells Pimm Fox and Lisa Abramowicz why he predicts a torrent of tech IPOs for 2017. Irene Finel-Honigman, an adjunct professor of international affairs at Columbia University, talks about the upcoming French elections. Finally, Jim Fish, CEO of Waste Management Inc., discusses the outlook for the recycling business and his vision as the company's new leader.See omnystudio.com/listener for privacy information.

Axiom Capital's Gordon Johnson says he would be shorting steel stocks based on Trump's protectionism. David Congdon, CEO of Old Dominion Freight Line, discusses working with Trump on infrastructure renewal and ways to improve the trucking industry and roads. Christina Lomasney, CEO of Modumetal, talks about Modumetal's technology and how it's being used to replace aging roads, bridges and oil and gas infrastructure. Finally, Nathan Dean, a government analyst for Bloomberg Intelligence, says House Republicans have unveiled a draft of their Dodd-Frank Act replacement effort, the Financial Choice Act.See omnystudio.com/listener for privacy information.

Barry Bannister, the chief equity strategist at Stifel Nicolaus, discusses his markets forecast and investment opportunities. Dr. Chris Chen, CEO of ChenMed, a physician-led primary care practice delivering affordable care to seniors, talks about how ChenMed's business model saves hospitalization costs. Bloomberg's Joe Light says homebuilders could be losers in early tests of Trump's trade policy. Finally, Ken Monaghan, the head of global high yield at Amundi Smith Breeden, discusses credit markets and opportunities and risks in the high-yield market.See omnystudio.com/listener for privacy information.

Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on risks to China's banking system. Michael Shaulov, Head of Products: Mobile Security for Check Point Software and former CEO and co-founder of Lacoon Mobile Security, on the growing security risks to mobile phone users. Molly Smith, corporate finance reporter for Bloomberg, on Avis and Hertz debt tumbling to new lows, amid signs that used-vehicle prices are dropping twice as much as expected. Joe Jackson, Chairman and CEO of WageWorks, on how a new healthcare bill could impact the company.See omnystudio.com/listener for privacy information.

Lex Kerssemakers, CEO of Volvo Cars of North America, says Volvo's vision is that by 2020, nobody should be killed or heavily injured in a Volvo and self-driving cars are an integral part of that goal. Sam Abuelsamid, a senior analyst at Navigant Research, discusses the leading companies with automated driving systems. Bloomberg's Michele Kaske says Puerto Rico bondholder losses could be bigger than ratings suggest. Finally, Bob Sinche, a global strategist at Amherst Pierpont Securities, discusses the dollar, currencies and the impact of Trump's comments on markets.See omnystudio.com/listener for privacy information.

Ariel Cohen, a senior fellow at the Atlantic Council, says Putin is doubling down on his support of Bashar al-Assad and probably didn't expect Trump to turn against Russia's alliance with the Syrian leader. BMW Motors' Ian Robertson says he doesn't expect much upside to U.S. market this year. Michael Scanlon, a money manager at Manulife Asset Management, discusses bank earnings. Finally, Mecum Auctions' Dave Magers and Frank Mecum talk to Pimm Fox and Lisa Abramowicz about the collector car auction market and their upcoming Spring Classic muscle car auction.See omnystudio.com/listener for privacy information.

Dan Fuss, the vice chairman of Loomis Sayles, discusses the yield curve and the outlook for bond markets. BlackRock's Matt Tucker says ETFs are filling a need in the high-yield market. Shira Ovide, a Bloomberg Gadfly columnist, discusses news that Qualcomm is accusing Apple of lying to regulators to spur investigations of the chipmaker and how the legal battle will challenge Qualcomm's intellectual property business model. Finally, Frank Sorrentino, CEO of ConnectOne Bank, talks about how community banks will benefit from deregulation.See omnystudio.com/listener for privacy information.

Lawrence Golub, president of Golub Capital, discusses the highlights and trends from its middle market report. John Whelen, CFO of Enbridge, talks about Enbridge's acquisition of Spectra Energy, building energy infrastructure and renewable business in wind farms. Eli Casdin, a managing partner at Casdin Capital, discusses biotechnology, drug pricing and the impact policy will have on the FDA approval process. Finally, Bloomberg's Brian Chappatta talks about his article, "A Foreign Threat to U.S. Treasuries That Dwarfs Fed's Debt Hoard."See omnystudio.com/listener for privacy information.

Steven Cook, a senior fellow for Middle East studies at the Council on Foreign Relations, talks about the geopolitical and security situation for the U.S. and Syria, following the U.S. air strikes. Bloomberg's Tony Capaccio discusses how the strike raises the stakes for Russia. Al Angrisani, the former assistant labor secretary under President Reagan, and Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, discuss jobs and why Angrisani says wage growth should be the Trump administration's priority. Finally, Vincent Reinhart, chief economist at Standish Mellon Asset Management, talks about job numbers, the Fed and the outlook for Trump's fiscal policy.See omnystudio.com/listener for privacy information.

Live from the National Medicare Advantage Summit in Arlington, Virginia. Dr. Steve Miller, chief medical officer at Express Scripts, says the high price of prescription drugs in the U.S. means Americans are funding innovation for the rest of the world. Tom Scully, the former administrator of the Centers for Medicare and Medicaid Services, talks about the outlook for policy. Dr. Kavita Patel, a senior fellow at Brookings Institution and former adviser to the Obama White House who worked on the Affordable Care Act, weighs in on the politics and policy of healthcare under Trump. Finally, Brendan Ahern, chief investment officer at KraneShares, discusses Trump's meeting with President Xi Jinping and the impact to investing in China.See omnystudio.com/listener for privacy information.

NYU's Ed Goldberg and Bloomberg's Alex Wayne talk about the news that Steve Bannon has been removed from the National Security Council and what that means for President Trump's upcoming meeting with China's President Xi. Bloomberg's Rachel Evans and Eric Balchunas, a senior ETF analyst at Bloomberg Intelligence, discuss how bond ETFs are revolutionizing the fixed income market. Paul E. Adornato, a senior REITS analyst at BMO Capital Markets, talks about commercial real estate. Finally, John Augustine, chief investment officer at Huntington National Bank, discusses the Fed, bond yields and asset allocation.See omnystudio.com/listener for privacy information.

Bloomberg Intelligence's Anurag Rana says Trump's crackdown on the H-1B visa program could mean Silicon Valley will ship work offshore. Tom Murn, CEO of ViaTouch Media, discusses the "Lisa" vending machine, challenging Amazon in grab-and-go shopping. John Groton, director of equity research at Thrivent Asset Management, tells Pimm Fox and Lisa Abramowicz why he favors the Permian Basin energy companies. Finally, Damian Sassower, a fixed-income strategist at Bloomberg Intelligence, discusses South Africa's debt and credit rating outlook.See omnystudio.com/listener for privacy information.

Peter Andersen, CIO of Fiduciary Trust, talks about the effect that the Trump administration could have on the fixed-income market. Holly Liss, a managing director at BTIG, discusses the bond market and the Fed. Kevin Tynan, a senior auto analyst at Bloomberg Intelligence, talks about March auto sales and Tesla's ability to beat estimates. Finally, Bloomberg BNA's Kimberly Robinson discusses the Senate Judiciary Committee's vote on Neil Gorsuch.See omnystudio.com/listener for privacy information.

Nick Colas, chief market strategist at Convergex, says David Einhorn's General Motors plan exposes broken public equity markets. Dawn Sandoval, COO at Kalyx Development, discusses the current outlook for the cannabis real estate market and the impact of Attorney General Jeff Sessions' anti-drug stance. Stephen Jones, CEO at Covanta, talks about the waste-to-energy process. Finally, Bloomberg's Laura Keller discusses her article, "Wall Street's WhatsApp Secret: Illegal Texting Is Out of Control."See omnystudio.com/listener for privacy information.

Alan Miller, CEO of Universal Health Services, discusses the outlook for hospitals and the impact of efforts to repeal Obamacare. David Lebovitz, JPMorgan's global market strategist, gives an outlook for global markets. Bloomberg's Craig Giammona discusses Amazon's plan to persuade brands like Cheerios and Oreos to bypass chains such as Wal-mart and Target and ship products directly to consumers instead. Finally, Mark Gabbay, Asia-Pacific CEO at LaSalle Investment Management, talks about real estate in the region.See omnystudio.com/listener for privacy information.

Famed golfer Greg Norman, who also founded Great White Shark Enterprises, discusses his company's new partnership, athlete brand-building and outlook for the industry. Kathleen Gaffney, co-director of diversified fixed income at Eaton Vance, talks about keeping a flexible investment strategy, the shift from monetary to fiscal policy and increasing volatility. Bloomberg's Brian Gruley says globalization and technology are killing jobs at UTC Carrier, despite Trump's campaign rhetoric. Finally, Rob Barnett, a senior energy policy analyst at Bloomberg Intelligence, discusses the future of power plant carbon regulations after Trump signed an executive order to roll back climate change policies.See omnystudio.com/listener for privacy information.