Bloomberg Surveillance

Gene Munster, Loup Ventures' managing partner, says Apple's growth during the next five years will come from its services. Prior to that, RBS Chairman Howard Davies says a U.S.-China trade war would offset a fiscal boost. Barry Eichengreen, an economics professor at Berkeley, says trade policy will take precedent for Donald Trump because tax reform and infrastructure packages require cooperation with Congress. Finally, former U.S. Attorney General John Ashcroft says Attorney General nominee Jeff Sessions won't be polarizing because he believes in the rule of law.See omnystudio.com/listener for privacy information.

Daragh Maher, HSBC's U.S. head of FX strategy, says he sees the pound at $1.20 in the short term and $1.10 by year's end. Prior to that, Brian Belski, the chief investment strategist at BMO Capital Markets, says bet on big banks because of deregulation. Admiral James Stavridis, dean of the Fletcher School at Tufts University, says the U.S. should conduct serious vetting of refugees but not slam the door arbitrarily. Finally, David Bier, an immigration policy analyst at the Cato Institute, says it's illegal for the president to override the 1965 Immigration Act.See omnystudio.com/listener for privacy information.

George Mitchell, the former U.S. Senate majority leader, says opposition to Donald Trump's executive orders isn't only along political lines. Prior to that, Fawaz Gerges, a professor at the London School of Economics, says Trump's immigration ban is a propaganda boost for ISIS. Nicholas Burns, a professor at Harvard University's Kennedy School, says strong vetting is already in place and Trump's executive order was unnecessary. Edward Alden, a senior fellow at the Council of Foreign Relations, says illegal immigration is back down to levels from the 1960s and 1970s. Finally, Representative Robert Bishop, chairman of the House Energy and Resources Committee, says Secretary of Defense James Mattis has shown that he is willing to work with Congress.See omnystudio.com/listener for privacy information.

Adam Parker, Morgan Stanley's chief U.S. equity strategist, says corporate earnings may increase 18 percent this year and next. Micah Zenko, a strategist at the Council of Foreign Relations, says Russia's Putin wants to push boundaries with U.S. allies. Charles Dumas, TSL Research's chief economist, says reflation is global and not just in the U.S. James Glassman, JPMorgan's senior economist, says 2 percent growth isn't what we're used to in a typical recovery.See omnystudio.com/listener for privacy information.

Berkeley professor Brad DeLong says Donald Trump's big tax cuts will raise demand for U.S. dollars worldwide. Kevin Roberts, the former Saatchi & Saatchi chairman, says Trump capitalized on the people's anger at traditional Washington politics. Finally, Bob Sinche, Amherst Pierpont's global strategist, says China faces challenges and may let the currency soften more.See omnystudio.com/listener for privacy information.

Alan Blinder, a professor at Princeton and former Federal Reserve official, says the Fed isn't dysfunctional, despite the Republicans' success at making the government seem that way. Prior to that, James Sweeney, chief economist at Credit Suisse Securities USA LLC, says markets don't believe that protectionism is coming. Brian Jacobsen, Wells Fargo's chief portfolio strategist, says fixed income and emerging markets represent the best investment opportunity. Finally, Alice Rivlin, the former director of the Office of Management and Budget, says we need to boost economic growth and have long-term debt on a stable path.See omnystudio.com/listener for privacy information.

Sallie Krawcheck, CEO of Ellevest, says we are 100 to 180 years away from gender pay parity, or longer if you're a woman of color. Kevin Logan, HSBC's chief U.S. economist, says the pound is a barometer for Brexit. Brennan Hawken, an analyst at UBS, says Goldman Sachs is most likely to benefit from regulatory adjustments. Finally, Michael Gapen, Barclays' chief U.S. economist, says the Fed is no longer the only game in town.See omnystudio.com/listener for privacy information.

Austan Goolsbee, former chairman of the White House Council of Economic Advisers, says the TPP was a renegotiation of NAFTA and that trade wars would be a "disaster." Prior to that, Dean Curnett, CEO of Macro Risk Advisors, says volatility due to politics has been increasing and it's challenging to know how and when some of these risks will make their way into markets. Former HHS Secretary Mike Leavitt says President Trump and the GOP will focus on Medicaid. Finally, David Herro, CIO of Harris Associates, says non-U.S. stocks are more attractive than U.S. in valuation.See omnystudio.com/listener for privacy information.

From the World Economic Forum in Davos, Angus Deaton, a professor at Princeton and a Nobel Laureate, says African American and Hispanic mortality rates are falling like a "stone." Prior to that, Laura Tyson, a professor at Berkeley, says something big will be done in corporate tax cuts under Donald Trump. Toby Cosgrove, CEO of Cleveland Clinic, says the Veterans Affairs has many issues. Then, Martin Sorrell, CEO of WPP, says there may be a Keynesian-type boom under Trump. Finally, Carlos Gutierrez, former U.S. secretary of commerce, says it's important for Trump to be humble as he begins his presidency.See omnystudio.com/listener for privacy information.

Ray Dalio, Bridgewater Associates' founder, says populism is a global phenomenon. Harvard Professor Michael Porter says he rejects the idea that America wants angry populism. Admiral James Stavridis says NATO won't collapse under Donald Trump. Christopher Eisgruber, president of Princeton University, says 80 percent of Princeton students are graduating with zero debt. Nicholas Stern, former UK government climate change czar, says the world can cut emissions 20 percent and double GDP in 20 years. Finally, Carmen Reinhart, a professor at Harvard University, says China is fighting depreciation and capital flight is not entirely in their control.See omnystudio.com/listener for privacy information.

Nouriel Roubini, a professor at NYU's Stern School of Business, discusses Donald Trump and says France's Le Pen would be the end of Europe. Prior to that, Joseph Stiglitz, a professor at Columbia University's School of International and Public Affairs, says the rule of law is an issue under Trump's presidency. Harvard's Kenneth Rogoff says he's concerned about the new administration's relationship with the Fed. Then, Robert Shiller, a Nobel economist and Yale professor, says Trump brings uncertainty and inspiration at the same time. David Lipton, the IMF's first deputy managing director, says interconnectedness has helped people achieve higher living standards. Finally, John Studzinski, vice-chair of the Blackstone Group, says Davos is the 1 percent of the 1 percent talking to themselves with no one represented from the other 99 percent -- and having more youth in the room in Davos would make a big difference.See omnystudio.com/listener for privacy information.

JPM International Chairman Jacob Frenkel said we are close to being out of the financial crisis. Richard Edelman, Edelman President & CEO, said trust has imploded in institutions and media has become part of the elite. David Rubenstein, Carlyle Group Co-Founder, said there is a lot of angst in the global middle class. Qualcomm Chairman Paul Jacobs said 5G will be driven by the end markets and will move beyond just phones and into drones and robots. Skybridge Co-Managing Partner Anthony Scaramucci said President-Elect Trump wants to equalize and create symmetry in trading relationships.See omnystudio.com/listener for privacy information.

Ken Leon, Center for Financial Research and Analysis' head of equity research for banks, says millennials are more comfortable with online banking and that will hurt consumer banking headcount. Prior to that, UBS' Geoffrey Yu says he sees a stronger post-Brexit pound. Meghnad Desai, Official Monetary and Financial Institutions Forum chairman, says Donald Trump arrived with the economy in good shape, but with plenty of reserve power to grow. Finally, Bob Sinche, a global strategist at Amherst Pierpont, says markets are reacting to stronger global momentum and responding to reality instead of expectations about what comes next.See omnystudio.com/listener for privacy information.

Mike Mayo, an analyst at CLSA Ltd., says the stocks will surge as he expects at least 4 percent revenue growth for U.S. banks during the next four years. Prior to that, Stephen King, HSBC's senior economic adviser, discusses the effect Donald Trump will have on the World Economic Forum. Jonathan Loynes, an economist at Capital Economics, says he has factored in a boost to U.S. economy's GDP growth this year due to fiscal stimulus from tax cuts. Finally, Ed Hyman, chairman at Evercore ISI, says if the economy picks up, productivity will pick up as well.See omnystudio.com/listener for privacy information.

Dennis Gartman, editor of the Gartman Letter, says central bank powers are being diminished by the modern world. Prior to that, Rob Carnell, ING's chief international economist, says he expects tougher trade policy from Trump than previously thought. Franziska Ohnsorge, the World Bank's lead economist, says investment growth in emerging markets dropped to 3.4 percent in 2015 from 10 percent in 2010.See omnystudio.com/listener for privacy information.

Marvin Barth, Barclays' head of FX strategy, says currency intervention just doesn't work. Paul Mortimer-Lee, BNP Paribas' chief economist, says higher bond yields reflect good news. Charles Dumas, TSL Research's chief economist, says the Chinese currency won't slide much more. Finally, Brian Wieser, an analyst at Pivotal Research, says the future of Yahoo depends on tax structure.See omnystudio.com/listener for privacy information.

Algebris Investments' Alberto Gallo says the FX market may panic again once Britain triggers Article 50. Prior to that, Baroness Helena Kennedy, a Labour Party member of the House of Lords, says British Prime Minister Theresa May will have to try to compromise when it comes to Brexit. Edward Glaeser, an economics professor at Harvard University, says when we start thinking that infrastructure is a solution to all of our problems, we get bridges to nowhere. Finally, Roger Bootle, founder of Capital Economics, says he'd be surprised if U.K. confidence falls back in 2017.See omnystudio.com/listener for privacy information.

Janus Capital's Bill Gross says Donald Trump's targeting of companies reminds him of policies associated with Benito Mussolini. Prior to that, Boston Mayor Marty Walsh discusses GE's move to Boston and the city's innovation culture. Then, Alicia Munnell, the director of retirement research at Boston College, discusses the state of retirement today. Finally, Jim Glassman, JPMorgan's senior economist, says hope of tax reform is bringing back enthusiasm in equity markets.See omnystudio.com/listener for privacy information.

PIMCO's Mark Kiesel says the main risk to the U.S. is a pickup in inflation. Prior to that, Jason Trennert, Strategas Research Partners' chairman, says the Fed is content to let inflation run a little hot. Stewart Warther, BNP Paribas' derivatives strategist, says there is less informational advantage in recent years. John Kernan, a consumer research analyst at Cowen & Co., says things are going to get ugly in retail. Finally, Drew Matus, UBS' deputy chief U.S. economist, says he is anticipating an unchanged unemployment rate on jobs day.See omnystudio.com/listener for privacy information.

Eurasia Group President Ian Bremmer and Former Treasury Secretary Lawrence Summers join Tom Keene and David Gura on Bloomberg Surveillance to discuss populist policy cycles, the new truculent nationalism, and the future of American leadership.See omnystudio.com/listener for privacy information.

Michael Feroli, JPMorgan's chief U.S. economist, says trade wars remain the biggest downside risk in the next year or two. Prior to that, Tony Dwyer, Canaccord Genuity's chief market strategist, says the post-Donald Trump rally has brought too much optimism to the market. Then, Evan Medeiros, Eurasia's managing director for Asia, says Asian policymakers and business leaders wonder if Trump will be as committed and involved in Asia as President Obama. Finally, Dartmouth's Danny Blanchflower says the U.S. is \u0010nine million jobs away from full employment.See omnystudio.com/listener for privacy information.

Ian Bremmer, Eurasia Group's president and founder, discusses his top risks for 2017 and says traditional alliances are crumbling. Lawrence Summers, former U.S. treasury secretary, says the risks to the global economy are enormous. Then, Nouriel Roubini, Roubini Global Economics' co-founder and chairman, says there is a huge amount of uncertainty about economic policy, both in the U.S. and in Europe. Also, Dom Barton, McKinsey & Co.'s global managing partner, says it's technology -- not trade -- that's dislocating jobs. Doug Kass, Seabreeze Partners' founder, says Donald Trump is making volatility great again. Finally, Raghuram Rajan, former governor of the Bank of India, says central banks are in the "process of exit."See omnystudio.com/listener for privacy information.

Abby Joseph Cohen of Goldman Sachs joins Tom Keene for a special hour of Bloomberg Surveillance. Their conversation touches on a wide range of topics in economics and finance looking to 2017 including the Trump presidency. Also, a special look back to the challenges she has faced across her storied career.See omnystudio.com/listener for privacy information.

Luigi Zingales, a professor at the University of Chicago's Booth School of Businesss, discusses what to expect in Donald Trump's first 100 days. Dennis Ross, a distinguished fellow at the Washington Institute, says a one-state solution in the Middle East will not work. Finally, Don Rissmiller, Strategas's chief economist, says it's hard to accelerate employment gains in the second half of a business cycle.See omnystudio.com/listener for privacy information.

John Silvia, Wells Fargo Securities' chief economist, says fiscal policy structure should the No. 1 priority for Donald Trump. Neil Shearing, chief emerging markets economist at Capital Economics, says the biggest risks to emerging markets next year will be domestic in nature. Finally, John Ryding, a co-founder of RDQ Economics, says we are in a new environment of fiscal stimulus at a time of relatively full employment.See omnystudio.com/listener for privacy information.

Marc Chandler, Brown Brothers Harriman's head of currency strategy, discusses the Fed and how he expects to see the British sterling head weaker. Tony Crescenzi, a PIMCO portfolio manager, says credit markets are fully priced for a good scenario. Finally, John Nixon, a former CIA analyst, says the politicization of intelligence has done more harm to foreign policy than anything in the last decade.See omnystudio.com/listener for privacy information.

Michael Holland, chairman and founder of Holland & Co., says markets are pricing in stronger growth and discusses why financials are up going into 2017. Neil Dutta, Renaissance Macro Research's head of U.S. economics, says the tax code needs an overhaul. Finally, Jonathan Golub, RBC Capital Markets' chief U.S. market strategist, says inflation is coming naturally from the unemployment rate being under 5 percent.See omnystudio.com/listener for privacy information.

John Lipsky, former IMF first deputy managing director, discusses managing director Christine Lagarde's negligence conviction. Howard Davidowitz, Davidowitz & Associates' chairman, talks to Tom Keene and David Gura about the state of retail during the holiday season. International Rescue Committee's CEO, David Miliband, says refugees are a symptom of political failure. Finally, Deustche Bank's Rocky Fishman says there won't be a single moment that defines what the euro zone looks like a year or two from now.See omnystudio.com/listener for privacy information.

Ellen Zentner, Morgan Stanley's chief U.S. economist, says many politicians are focusing on the positives of Donald Trump's tax policies and not on the negatives of his unknown trade policies. Prior to that, Strategas's Chris Verrone says the market rally after the presidential election is actually not that extraordinary. Diane Swonk, founder of DS Economics, says she's cautious about fourth quarter GDP growth. George Friedman, founder of Geopolitical Futures, says the first flashpoint that Trump will have to deal with is the Middle East. Finally, Ron Bonjean, a Republican strategist, says Trump captured lightning in a bottle with populism.See omnystudio.com/listener for privacy information.

Stephen Roach, a senior fellow at Yale University, talks to Tom Keene and David Gura about the shift in the U.S. relationship with China. Prior to that, Bloomberg's Lionel Laurent discusses European banking. Then, Steve Auth, CIO of Federated Investors Equities, says the economy doesn't go anywhere without confidence. Also, Princeton University's Alan Krueger discusses the evolution of terrorism in the 10 years since he published "What Makes A Terrorist?" Finally, Deutsche Bank's Sebastien Galy discusses the future for emerging markets under a Donald Trump presidency.See omnystudio.com/listener for privacy information.

Bob Hormats, Kissinger Associates' vice-chairman, discusses Donald Trump's foreign policy with China. Prior to that, Tom Keene and David Gura talk to PIMCO's Jim Moore about retirement. Also, John Vail, Nikko Asset Management's chief global strategist, says Japan's economic landscape has been looking good since Trump's election. Finally, Michael Darda, MKM Holdings' chief economist, talks about the velocity of money and growth potential of the U.S. economy.See omnystudio.com/listener for privacy information.

Joe Quinlan, the chief market strategist for U.S. Trust, gives an outlook for 2017 and discusses rising global obesity. Then, Chris Grisanti, CEO of Grisanti Capital Management, says banks are attractive because as rates rise, they can finally earn money in the lending game. Also, John Allison, former CEO of BB&T, says he thinks Mike Pence can influence Donald Trump into becoming a libertarian. Finally, Bloomberg's Greg Viscusi discusses the news that IMF Chief Christine Lagarde was found guilty of negligence.See omnystudio.com/listener for privacy information.

John Taylor, an economics professor at Stanford University, says the advantage of a monetary strategy or rule is that you don't have to keep talking about it. Prior to that, Peter Tague, Citigroup's co-head of global M&A, says the Chinese have been more aggressive on deal-making on a cross-border basis, driven by a desire to access technology. Then, BlackRock's Jeffrey Rosenberg says correlations on debt versus equity have displayed less certainty and less reliability than we've come to expect.See omnystudio.com/listener for privacy information.

Daragh Maher, HSBC's head of FX strategy, says the euro decline will push markets to think about parity. Then, Admiral James Stavridis, dean of Tufts' Fletcher School, says Rex Tillerson meets the standards of Secretary of State quite well. Finally, Deutsche Bank's Alan Ruskin says sterling has not fully priced in Brexit and if there's a meaningful downturn next year, sterling will weaken.See omnystudio.com/listener for privacy information.

Mike Mayo, a banking analyst at CLSA Americas, says U.S. banks are very strong. Prior to that, Jean-Claude Trichet, former ECB president, discusses the role shadow banking played in the financial crisis. Then, Peter Hooper, Deutsche Bank's chief economist, says the Fed has to catch up with the market. Finally, Doug Kass, Seabreeze Partners' president and founder, says investors seeing sunny days ahead may be disappointed.See omnystudio.com/listener for privacy information.

Barry Eichengreen, a professor at UC Berkeley, says faster growth heals a lot of wounds economically and politically. Prior to that, Gideon Rose, editor of Foreign Affairs Magazine, says Donald Trump picking Rex Tillerson for Secretary of State suggests a change in relations with Russia. Then, David Herro, Harris Associates' CIO, says BNP Paribas, Credit Suisse and Lloyds are attractively priced. Finally, Charles Plosser, former president of the Philadelphia Federal Reserve Bank, says productivity is the big concern.See omnystudio.com/listener for privacy information.

Gary Shilling, president and founder of A. Gary Shilling, and Kroll Bond Rating Agency's Chris Whalen, discuss their outlook for the European banking industry. Then, Oppenheimer's Fadel Gheit discusses oil, the OPEC meeting and Donald Trump's possible pick for Secretary of State, Rex Tillerson. Finally, Harm Bandholz, Unicredit's chief U.S. economist, says the Fed will keep the dot forecasts flat.See omnystudio.com/listener for privacy information.

Ruchir Sharma, Morgan Stanley's chief global strategist, says we're seeing a different deglobalization with Donald Trump than we saw in the 1930s and the trend is accelerating. Prior to that, Shannon O'Neil, Council on Foreign Relations' Latin America senior fellow, says the biggest challenge in Latin America is populism; the undermining of political institutions and checks and balances that make democracy work. Also, Steve Wieting, Citi Private Bank's global chief strategist, says Trump's tax cuts and substantial fiscal stimulus will lead to faster nominal growth.See omnystudio.com/listener for privacy information.

Athanasios Orphanides, a professor at MIT and a former ECB official, discusses the merits of the Federal Reserve's dot plot and central bank transparency. Then, Abby Joseph Cohen, president of Goldman Sachs Global Markets Institute, says the market is shifting into more cyclical aspects of the stock market. Also, Michael Lewis discusses his new book, "The Undoing Project," which traces a "bromance" between Israeli psychologists Daniel Kahneman and the late Amos Tversky, whose work sparked the rise of behavioral economics and led to shifts in sports, medicine and government. Finally, Southwest Airlines CEO Gary Kelly says he's hopeful that regulation will abate with Donald Trump.See omnystudio.com/listener for privacy information.

Richard Haass, president of the Council on Foreign Relations, and Michael Spence, a professor at NYU, weigh in on European and American politics, saying the euro zone remains flawed and globalization is moving faster than politics. Then, Gerard Cassidy, RBC's managing director of equity research, says Bank of America is the best too-big-to-fail buy and has had a great turnaround. Finally, Utah Senator Mike Lee says there are some potential anti-competitive concerns with the AT&T/Time Warner deal.See omnystudio.com/listener for privacy information.

Dennis Gartman, editor of the Gartman Letter, says the price of crude oil will fall to zero in 30 years. Then, Kate Moore, BlackRock's chief equity strategist, says she's most focused on monetary policy from the ECB and how it moves markets. Finally, Mario Gabelli, founder of Gabelli Funds, says Donald Trump's notion of lower taxes, less regulation and reestablishment of entrepreneurial innovation isn't bad for any entrepreneur.See omnystudio.com/listener for privacy information.

BMO's Brian Belski and Eurasia Group's Ian Bremmer discuss the future of Europe after the Italian referendum. Then, former IMF Chief Economist Olivier Blanchard says China's power within the global supply chain could easily cripple the U.S. Also, Luigi Zingales, a professor at University of Chicago's Booth School, says it's the dawn of Donald Trump's crony capitalist world. Finally, Carl Weinberg, the founder of High Frequency Economics, discusses Italy's economic future.See omnystudio.com/listener for privacy information.

Tom Keene and David Gura talk to Janus Capital's Bill Gross about the job report and the Fed. Prior to that, Carl Weinberg, High Frequency Economics' chief economist, says Italian banks are in trouble, no matter the outcome of the Italian referendum. Finally, Ira Jersey, a fixed-income strategist at OppenheimerFunds, says we'll see an uptick in yields for a few years and his colleague, Brian Levitt, says markets are starting to price in optimism.See omnystudio.com/listener for privacy information.

Former IMF Chief Economist Kenneth Rogoff says India's currency crisis is exacerbated by policy implementation issues. Then, Daniel Yergin, the vice chairman of IHS, says the OPEC production deal will work. Also, Harvard's Nicholas Burns says President-elect Donald Trump should align himself with German Chancellor Angela Merkel. Finally, chess grandmaster Fabiano Caruana says Magnus Carlsen's opponents can never recover, once the current world chess champion gets even a tiny advantage over them.See omnystudio.com/listener for privacy information.

Ian Shepherdson, Pantheon Macroeconomics' chief economist, says Italy leaving the Eurozone would be an "end of the world event," while TS Lombard Research's chief economist, Shweta Singh, says things won't dramatically change after the Italian referendum. Then, Stephen Schork, editor of the Schork Report, says the OPEC deal is great news for U.S. producers. Finally, Anthony Scaramucci, co-managing partner of SkyBridge Capital and an adviser to Donald Trump, says Trump will use trade tariffs as a last resort.See omnystudio.com/listener for privacy information.

Tom Keene and David Gura talk to Adam Posen, the president of the Peterson Institute for International Economics, about what we know about Donald Trump's economic plan. Then, Bob Greifeld, Nasdaq's CEO, says 2017 will be a year of increased IPOs. Also, George Bory, the head of credit strategy at Wells Fargo, says companies may see a powerful trickle-down from Trump's economic plan. Finally, Mortimer Singer, the CEO of Marvin Traub Associates, says he's never seen anything like the way midtown Manhattan retail has been negatively affected by the security around Trump Tower.See omnystudio.com/listener for privacy information.

David Gura and Francine Lacqua, filling in for Tom Keene, discuss Fidel Castro's legacy and what his death means for the future of Cuba with Julia Sweig, a professor at University of Texas at Austin and the author of "Cuba: What Everyone Needs to Know." Prior to that, Sheila Bair, the president of Washington College and former chairman of the FDIC, says the populist backlash to the economic crisis helped Donald Trump win the election. Then, Gideon Rose, the editor of Foreign Affairs Magazine, says it's unlikely Trump will live up to his campaign rhetoric. Finally, Bill Lee, Citi Research's head of North American economics, says Trump won't be able to reflate the economy until 2018.See omnystudio.com/listener for privacy information.

Howard Davidowitz, Davidowitz & Associates' chairman, says we will see more brick and mortar stores close as online sales grow. Then, Jerry Storch, CEO of Hudson's Bay, says that while 85 to 90 percent of sales are taking place in a brick and mortar store, more of the growth is taking place online. Finally, Don Rissmiller, Strategas Research Partners' chief economist, says the biggest thing he's worried about is rising tensions with China over trade.See omnystudio.com/listener for privacy information.

Glenn Hubbard, the dean of Columbia Business School, says he is optimistic about the policy agenda that President-elect Donald Trump has set out. Prior to that, Howard Ward, Gabelli Funds' CIO for growth, says Amazon will have an outstanding holiday season. Finally, Harm Bandholz, UniCredit's chief U.S. economist, discusses what could happen to the U.S. economy under Trump.See omnystudio.com/listener for privacy information.

Komal Sri-Kumar, the president of Sri-Kumar Global Strategies, and Kim Schoenholtz, a professor at NYU's Stern School of Business, discuss the possibility of a "rules-based" Federal Reserve. Prior to that, Alberto Gallo, Algebris Investments' head of macro strategies, says the U.S. and U.K. populism wave is emerging in Europe. Finally, Jim Paulsen, a Wells Capital Management strategist, says dollar strength is peaking and will come down over the next couple of years.See omnystudio.com/listener for privacy information.