Bloomberg Intelligence

Lisa Abramowicz and Mike Regan, filling in for Pimm Fox, talk to Richard Conn, a managing partner at Eurasia Advisors, about the global implications of a possible closer relationship between Russia and the U.S. under Donald Trump. Then, they discuss mobile banking with Richard Thies, a portfolio manager for Driehaus Capital Management. Also, Jim Rickards, author of "The Road to Ruin," says corporate debt is creating a global dollar shortage. Finally, Andrea Felsted, a Bloomberg Gadfly columnist in London, discusses how U.K. supermarkets are bracing for a food price hike.See omnystudio.com/listener for privacy information.

Nick Sargen, author of the new book, "Global Shocks," discusses whether Donald Trump's election is the next global shock. Then, Lacy Hunt, Hoisington Investment Management Co.'s chief economist, talks about Janet Yellen's testimony and gives an outlook for the long bond. Also, Craig Torres, an economy and Federal Reserve reporter for Bloomberg, discusses Paul Romer taking a job as the World Bank's chief economist after writing a paper trashing macroeconomics. Finally, Tom McGee, CEO of the International Council of Shopping Centers, gives a Black Friday sales forecast.See omnystudio.com/listener for privacy information.

Lisa Abramowicz talks to Miller Tabak's Matt Maley about markets and leverage -- and whether the Fed still matters.See omnystudio.com/listener for privacy information.

Robert Lawrence, a professor of International Trade and Investment at the Harvard Kennedy School and former economic adviser to Bill Clinton, discusses the outlook for trade as Donald Trump pledges to tear up NAFTA and TPP. Then, Pimm Fox and Lisa Abramowicz talk to Javier Blas, the chief energy correspondent for Bloomberg, about oil outlook and OPEC dynamics. Also, Lowell Yura, the head of multi-asset solutions at BMO Global Asset Management, discusses why Europe remains the greatest risk to portfolios. Finally, Mark Niquette, a politics and national government reporter for Bloomberg News, says one of the more interesting names being floated around for Trump's cabinet is Ted Cruz for attorney general.See omnystudio.com/listener for privacy information.

Pimm Fox and Lisa Abramowicz talk to Paul Christopher, the head global market strategist for Wells Fargo Investment Institute, about how markets are anticipating Donald Trump's administration. Then, Shira Ovide, a Bloomberg Gadfly columnist, discusses why Apple is losing its crown as a technology trendsetter. Also, Kartikay Mehrotra, a legal reporter for Bloomberg, talks about the news that Dodge truck owners are suing Fiat Chrysler for emissions cheating. Finally, Carl Riccadonna, the chief U.S. economist for Bloomberg Intelligence, says that if the Fed wants to remain politically independent, Janet Yellen will say that she will stay as Fed Chair after her term expires in 2018.See omnystudio.com/listener for privacy information.

Pimm Fox and Lisa Abramowicz talk to Silla Brush, a financial regulation reporter for Bloomberg, about how Donald Trump could disrupt global banking rules. Then, they discuss the global bond rout with Eaton Vance's Eric Stein. Also, Alex Sherman, an M&A reporter for Bloomberg, tells Pimm and Lisa how a Trump presidency could affect deals between China and the U.S. Finally, Eric Ervin, CEO of Reality Shares, gives an outlook for dividend stocks.See omnystudio.com/listener for privacy information.

Pimm Fox and Lisa Abramowicz talk to Bloomberg's Timothy O'Brien, author of "TrumpNation," about how Donald Trump's election will affect his business and legal interests. Then, Nathan Dean, a government analyst for Bloomberg Intelligence, discusses Trump's plan to dismantle Dodd-Frank. Also, Burt Flickinger, the managing director of Strategic Resource Group, tells Pimm and Lisa why 2017 will be the most troubling year for retail in a decade -- and 2018 will be worse. Finally, author David Bodanis discusses his latest book, "Einstein's Greatest Mistake: A Biography."See omnystudio.com/listener for privacy information.

Pimm Fox and Lisa Abramowicz talk to Peter Coy, economics editor of Bloomberg Businessweek, about his article, "Trump's Big Challenge: Getting Things Done Without Money." Then, Rick Byrd, CEO and executive chairman of PureAgro, gives an outlook for marijuana legalization and the cannabis industry as an anti-drug GOP controlled government takes power. Finally, Poonam Goyal, senior U.S. retail analyst for Bloomberg Intelligence, talks about how decreasing department store inventories made earnings "less bad."See omnystudio.com/listener for privacy information.

Pimm Fox and Lisa Abramowicz discuss Donald Trump's surprise victory with Bloomberg News' politics and national government reporter, Mark Niquette. Then, Hilltop Securities' Mark Grant, who correctly predicted a Trump victory yesterday, gives his outlook for bonds. Finally, Bloomberg Intelligence's Carl Riccadonna and Miller Tabak's Matt Maley give a post-election macro look at the equity markets, the Fed and inflation.See omnystudio.com/listener for privacy information.

Mark Niquette, a politics and national government reporter for Bloomberg News, and Bloomberg’s Brendan Greeley, provide U.S. election coverage and perspectives from around the globe. Then, Mark Grant, chief fixed income strategist at Hilltop Securities, predicts that Donald Trump will win the election -- and why that will be positive for stock markets. Also, Pimm and Lisa talk to Jay Rollins, co-founder of commercial real estate firm JCR Capital, about why we are in the top of the commercial real estate bubble. Finally, Adam Bierman, co-founder and CEO of MedMen, discusses how the various marijuana legalization ballot measures being voted on across the country could create a flood of capital into the industry.See omnystudio.com/listener for privacy information.

Pimm Fox and Lisa Abramowicz talk to Jonathan Segal, founder and CEO of The ONE Group and STK restaurants, about the impact that uncertainty over Brexit and the election has had on the hospitality industry. Then, Mark Niquette, a politics and national government reporter for Bloomberg News, previews election day. Also, Poonam Goyal, senior U.S. retail analyst for Bloomberg Intelligence, gives a holiday retail forecast and says warm weather could affect department stores' 3Q earnings. Finally, Bloomberg News' Mike McGlone discusses how the election will weigh on commodities.See omnystudio.com/listener for privacy information.

Bloomberg's Katia Porzecanski tells Lisa Abramowicz and Alex Sherman, filling in for Pimm Fox, about the women who are enduring Wall Street's bro culture in the age of Donald Trump. They also talk to Labor Secretary Tom Perez's chief economist, Heidi Shierholz, about today's job report. Then, Bloomberg's Lananh Nguyen says that traders aren't taking anything for granted as the election approaches. Finally, Craig Johnson, president of Customer Growth Partners, discusses the holiday retail forecast and says that virtual reality technology is driving a lot of interest.See omnystudio.com/listener for privacy information.

Stephen MacMillan, CEO of Hologic, says that his company's 3D technology addresses the key issues in mammograms. Then, Laura Keller, a Bloomberg finance reporter, and Elliot Stein, a senior litigation analyst for Bloomberg Intelligence, discuss Wells Fargo's sales abuse culture and the SEC investigation. Kit Chellel, a legal reporter for Bloomberg in London, discusses today's U.K. court decision, which rules that the U.K. must now hold a vote in Parliament before starting the Brexit process. John Campbell, chief investment officer of Cornerstone Investment Partners, covers earnings and outlook for small-cap stocks.See omnystudio.com/listener for privacy information.

Pimm and Lisa talk to Bloomberg News' Mark Niquette about a new Bloomberg poll that shows independents favor Clinton by a small margin. Jim Bianco, president and founder of Bianco Research, discusses his outlook for bond yields and gives a big picture look at inflation and growth. Then, Paul Sweeney, director of North American research and media analyst for Bloomberg Intelligence, discusses Time Warner, Twentieth Century Fox and Facebook's media earnings. Finally, TE Connectivity's incoming CEO, Terrence Curtin, and outgoing CEO, Tom Lynch, discuss Q4 earnings and the 2017 outlook.See omnystudio.com/listener for privacy information.

Joshua Green, a Bloomberg national correspondent, says Trump's campaign could use their massive list of supporters to build an audience for a possible media venture. Then, Pimm and Lisa discuss the collapse of the Gannett-Tronc deal with Alex Sherman, a Bloomberg deals reporter and host of Bloomberg's Deal of the Week podcast, who says it could be a Harvard case study on how not to do M&A. Rick Bergman, president of Synaptics, says 3D gesture technology would be a natural acquisition for his user interface solutions company. Finally, Laura Blewitt, a Bloomberg oil products reporter, says yesterday's Colonial Pipeline explosion could cause the line to be shut down for weeks, having a huge impact on drivers along the eastern seaboard.See omnystudio.com/listener for privacy information.

It was a big weekend for big deals. Pimm and Lisa talk to Rick Clough, a Bloomberg industrials reporter, about GE merging its oil division with Baker Hughes. Then, they discuss CenturyLink's $34 billion deal to buy Level 3 Communications with Alex Sherman, a Bloomberg deals reporter and host of Bloomberg's Deal of the Week podcast. They also talk to Brendan Brown, chief economist and head of economic research at Mitsubishi UFJ Securities, about why Janet Yellen needs to go. Finally, Marc Levine, chairman of the Illinois State Board of Investment, defends index investing vs active investing.See omnystudio.com/listener for privacy information.

Yelena Shulyatyeva, a senior U.S. economist at Bloomberg Intelligence, discusses the U.S. GDP report and why sentiment data can be distorting. Vincent Piazza, a senior U.S. oil and gas analyst at Bloomberg Intelligence, gives an oil outlook and overview of Exxon Mobil and Chevron earnings. Tony Roth, chief investment officer at Wilmington Trust, discusses the global economy, income returns and investing opportunities. Mike Jackson, CEO of AutoNation, says the auto industry is plateauing.See omnystudio.com/listener for privacy information.

Bob Shanks, CFO of Ford Motor Co., on Ford's 3Q earnings. Barrington Pitt Miller, an equity analyst and Euro market expert at Janus Capital, and Laura Keller, a Bloomberg finance reporter, on Deutsche Bank earnings and the company's lack of a cohesive strategy. Ben Brody, a Bloomberg politics reporter, on how a Clinton aide boasted about how he helped the foundation prosper.See omnystudio.com/listener for privacy information.

Anthony Scaramucci, founder of SkyBridge Capital and economic adviser to Donald Trump, on the economic discontent in the U.S., and his new book, "Hopping Over the Rabbit Hole." Feike Sijbesma, CEO of Royal DSM, on the outlook in China and what lies ahead for the European Union. Michael Zezas, chief municipal strategist at Morgan Stanley, on how the election will impact muni bonds. And Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses her piece on Apple: "It's Too Soon to Judge Apple's Less-Supercharged Normal."See omnystudio.com/listener for privacy information.

Anne-Marie Slaughter, president and CEO of New America and the former director of policy planning for the U.S. State Department, lists her three top global hot spots. Valerie Jarrett, senior adviser to President Barack Obama, speaks about the administration's achievements in improving the workplace. Andrea Illy, chairman of Illycaffè SpA, weighs in on the environmental challenges of growing coffee. And David Garrity, CEO of GVA Research, previews Apple earnings and explains why 2017 will be the year everyone looks back at Twitter in the rear view mirror.See omnystudio.com/listener for privacy information.

John Vail, chief global strategist for Nikko Asset Management, discusses global equities and the Bank of Japan. Alex Sherman, Bloomberg M&A reporter, and Gerry Smith, Bloomberg media reporter, outline how the AT&T-Time Warner deal got struck, and regulatory hurdles the companies may face. Bloomberg View columnist Mark Gilbert discusses how pessimism is growing about the economic consequences of leaving the European Union.See omnystudio.com/listener for privacy information.

Thanks for listening to the Taking Stock podcast. This podcast will be taking a break for two weeks and returning with a new format, featuring co-host Lisa Abramowicz.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Chris Davis, CEO and co-Founder of Loot Crate, a subscription box service for gamers, on announcing a new partnership with Harry Potter at this year’s New York Comic Con.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Craig Johnson, President of Customer Growth Partners, on retail stocks: WMT, Amazon, US brands in Europe, and an early Christmas outlook.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks reporter Joe Ciolli on today's market winners, losers, and Stock of the Day: The Gap (GPS).See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Kit Juckes, Global Head of Foreign Exchange Strategy at Societe General, on the Brexit flash crash.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Tom Gimbel, founder & CEO of LaSalle Network, on the jobs report, and employment and labor market trends.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Peabody, Emmy, and James Beard award-winning Chef Vivian Howard, host of PBS’ “A Chef’s Life,” on launching a line of rubs and sauces with Williams-Sonoma and her upcoming first cookbook.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Seema Shah, Consumer Discretionary analyst for Bloomberg Intelligence, on trends in the housing/home improvement market. (Taped on 9/30/16).See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Brigadier General Maureen LeBoeuf (RET.), on being the first female department head at the United States Military Academy, and her philosophy on leadership.See omnystudio.com/listener for privacy information.

(Corrects spelling in title)\u0010 (Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Vernon Silver, Bloomberg News Investigations reporter in Rome, on Deutsche Bank AG mismarking 37 deals on its own books, including Italian lender Banca Monte dei Paschi di Siena SpA.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Bloomberg stocks editor David Wilson on his Stock of the Day: Cato (CATO).See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Peter Andersen, Chief Investment Officer at Fiduciary Trust in Boston, on the markets and where he is investing.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Joe Agnese, Equity Analyst at CFRA Research, on Wal-mart.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on oil and gold.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Mike Nizza, Executive Editor for Bloomberg Politics, on today's political news: Trump reversing stance on Muslim ban.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Seema Shah, Consumer Discretionary Analyst for Bloomberg Intelligence, on Hurricane Matthew and potential impact to retail.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Margaret Starner, Senior Vice President, Financial Planning, at the Starner Group of Raymond James, can discuss women investors and advisers, Holistic financial planning, and behavioral finance.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on global markets, earnings, oil, and the Fed.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Begonya Klumb, CEO of UMB Healthcare Services (Nasdaq: UMBF), on investment and savings options with an HSA , and considerations during the upcoming open enrollment.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Bill DiCroce, ‎President & CEO of Veolia North America, on how sustainable strategies are reshaping business and mainstreaming the circular economy.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: CEO of the Johannesburg Stock Exchange, Nicky Newton-King, discusses the impact of a US rate hike on South African asset classes, the threat of a credit downgrade, and opportunities for investment.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Richard Grossman, President of Halstead Property, on the impact to NY residential real estate as the Fed gears up for an interest rate increase, and opportunities for investment.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Narayana Kocherlakota, Blooomberg View columnist and former Minneapolis Fed President, on the economy, the Fed, and why Americans feel poor.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, with a look at the pound and the euro, after Theresa May said she would offer no special favors to British financial services companies in Brexit negotiations.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Bloomberg stocks editor David Wilson's discusses his Stock of the Day: Green Plains (GPRE).See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Kirk Krappe, CEO of Apttus and author of the book "Intelligent Quote-to-Cash," on the company's new "MAX" AI sales technology, and plans for a possible IPO in early 2017.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Richard Conn, Managing Partner at Eurasia Advisors, analyzes the current status of US-Russia relations and Russia's view of the U.S. election.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Mike Halen, Bloomberg Intelligence Senior Restaurant Analyst, on federal policies and their potential impacts on restaurants, as well as the growth of automation.See omnystudio.com/listener for privacy information.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Elizabeth Campbell, Bloomberg muni-bonds reporter based in Chicago, on Chicago's treasurer planning to divest $25 million of investments from Wells Fargo. Toluse Olorunnipa, US Government reporter at Bloomberg, is on location at Longwood University in Farmville, VA, for a preview of the Vice Presidential debate.See omnystudio.com/listener for privacy information.