Julian Lee, an oil strategist at Bloomberg, talks about his column, "Kurdish Oil Tensions Show Iran Was Just a Trump Sideshow." Ariel Cohen, a senior fellow at the Atlantic Council and the director of the Center for Energy, Natural Resources and Geopolitics at the IAGS, tells Pimm Fox and Lisa Abramowicz how the Iran nuclear deal could play out. Matt Maley, the chief equity strategist at Miller Tabek & Co., reminisces about the 1987 stock market crash and discusses his note, "The Crash of 19...
Oct 16, 2017•28 min
Mark Dunkerley, president and CEO of Hawaiian Airlines, discusses Southwest Airlines' entry in the Hawaiian market and his company's new partnership with Japan Airlines. Former U.S. Congressman Rick Lazio, senior vice president at Alliant Group, tells Pimm Fox and Lisa Abramowicz how tax reform might play out in Congress. Damian Sassower, a fixed-income strategist at Bloomberg Intelligence, says the Fed may rain on the emerging-market debt parade. Finally, Scott Kimball, a portfolio manager of t...
Oct 13, 2017•31 min
Max Nisen, a Bloomberg Gadfly columnist, tells Pimm Fox and Lisa Abramowicz how Donald Trump's executive order allowing the sale of less-comprehensive health care plans will impact Obamacare. Frank Sorrentino, CEO of ConnectOne Bank, talks about the growth of fintech in community banking. Cognizant's Ben Pring, co-leader of the Future of Work Center, discusses his new book, "What To Do When Machines Do Everything: How to Get Ahead in a World of AI, Algorithms, Bots and Big Data." Finally, Kevin ...
Oct 12, 2017•44 min
Bloomberg's Max Chafkin talks about news that Uber is facing at least five criminal probes from the Justice Department - two more than previously reported. Craig Berger, CEO of My Mo Mochi Ice Cream, discusses his snack product of ice cream wrapped in sweet rice dough. Finally, Bloomberg's Jennifer Epstein tells Pimm Fox and Lisa Abramowicz about the NAFTA renegotiations as Donald Trump continues his threat to walk out. See omnystudio.com/listener for privacy information....
Oct 11, 2017•21 min
Charles Biderman, the president and CEO of Trim Tabs Asset Management, tells Pimm Fox and Lisa Abramowicz why stock prices move in one direction versus another. Ron Sanchez, the chief investment officer at Fiduciary Trust Company Internation, talks about global investing and which global economy is growing the fastest. Finally, Bloomberg Intelligence's Poonam Goyal discusses news that Wal-Mart's e-commerce sales are surging as it plays catch-up with Amazon. See omnystudio.com/listener for privac...
Oct 10, 2017•23 min
Filmmaker Vincent Vittorio talks about manufacturing in the U.S. and his film, "American Made Movie." Mike Mullaney, Boston Partners' global market research director, discusses the performance of the U.S. and Japanese economies and stock markets. Nicholas Heymann, an analyst at William Blair & Co., discusses changes to the General Electric board. Finally, Bloomberg News' Simon Kennedy talks about Richard Thaler's Nobel Prize win. See omnystudio.com/listener for privacy information....
Oct 09, 2017•30 min
Joe Mysak, an editor at Bloomberg Briefs, says he was "dumbstruck" by President Trump's comments on Puerto Rico's bond market. KPMG Chief Economist Constance Hunter discusses the September jobs report, in which the number of workers on U.S. payrolls declined for the first time since 2010. Finally, Ernesto Ramos, the head of equities at BMO Global Asset Management and portfolio manager of the BMO Large Cap Growth Fund, discusses the stock market and tells Pimm Fox and Lisa Abramowicz what kinds o...
Oct 06, 2017•21 min
Bloomberg Intelligence's Paul Sweeney discusses reports that Amazon is experimenting with a new delivery service intended to make more products available for free two-day delivery. David Garrity, CEO of GVA Research, talks about news that Facebook has turned over to Congress 3,000 ads purchased by groups linked to Russia that were designed to disrupt the 2016 U.S. election. Bruce Bittles, Robert W Baird & Co's chief investment strategist, discusses the stock market. Finally, Brad Stewart, Xo...
Oct 05, 2017•28 min
Carl Riccadonna, Bloomberg Intelligence's chief U.S. economist, tells Pimm Fox and Lisa Abramowicz who the leading candidates to run the Federal Reserve are. Chuck Lieberman, the chief investment officer at Advisors Capital Management LLC and a Bloomberg View columnist, discusses the stock and bond markets. Finally, Bloomberg News Editor-in-Chief Emeritus Matt Winkler talks about the turnaround in Argentina's economy. See omnystudio.com/listener for privacy information....
Oct 04, 2017•23 min
Jeffrey Feinstein, the vice president of global analytics at LexisNexis Risk Solutions, tells Pimm Fox and Lisa Abramowicz about the growing problem of synthetic identity fraud. Bloomberg's Chris Palmeri talks about the new security protocol at Las Vegas casinos in the wake of Sunday's mass shooting. Finally, Rebecca Lindland, an executive analyst at Cox Automotive, discusses September auto sales. See omnystudio.com/listener for privacy information....
Oct 03, 2017•21 min
Chris Macke, the founder of Solutionomics and a contributor to the Federal Reserve Beige Book, says lower corporate tax rates on foreign-earned profits should be tied to job creation and higher wages in America. Bloomberg's Justin Sink talks about the White House's response to the Las Vegas shooting and hurricane recovery in Puerto Rico. Mark Gilbert, a Bloomberg Gadfly columnist covering asset management, discusses the muted bond market reaction to Catalonia's election. Finally, Bloomberg's Lil...
Oct 02, 2017•34 min
Bloomberg's Joe Mysak gives an update on Puerto Rico's credit, as the island recovers from Hurricane Maria. Ping Wei, CFO of RYB Education, talks about the company's IPO launch in the U.S. this week and the growth potential of Chinese education. Demetri Argyropoulos, founder and CEO of Avant Global, tells Pimm Fox and Lisa Abramowicz how his company is connecting billionaires and helping legacy companies, as well as startups, develop strategic business relationships. Finally, David Katz, preside...
Sep 29, 2017•26 min
Larry Silverstein, chairman of Silverstein Properties, talks about how e-commerce is spurring a shift from retail to food. Former Governor of New York David Paterson discusses terrorism and security in New York City. EisnerAmper CEO Charly Weinstein talks about the role that blockchain could play in real estate. Finally, Mark Grant, the chief strategist at Hilltop Securities, tells Pimm Fox and Lisa Abramowicz why we won't see a big reversal in yields. See omnystudio.com/listener for privacy inf...
Sep 28, 2017•27 min
Bill Rhodes, president and CEO of William Rhodes Global Advisors, talks about the dire situation in Puerto Rico and says the U.S. needs to send an official to make sure aid gets there. Sheila Bair, the former chairman of the FDIC, discusses President Trump's tax plan and says the pass-through tax cut mostly benefits the super wealthy. Andrew Mayeda, a Bloomberg trader reporter, and Bloomberg Intelligence's George Ferguson, talk about news that Bombardier is being slapped by a punitive trade ruli...
Sep 27, 2017•31 min
Scotiabank's Derek Holt talks to Pimm Fox and Lisa Abramowicz about Canada's housing and economic outlook. Bloomberg's Jennifer Surane discusses the exit of Equifax CEO Richard Smith. Brendan Ahern, CIO of KraneShares, talks about Chinese markets and the impact of tighter housing curbs. Finally, Carlos Capistran, the head of Canada and Mexico economies at Bank of America Merrill Lynch, says a U.S. corporate tax cut poses a risk to those two countries. See omnystudio.com/listener for privacy info...
Sep 26, 2017•26 min
Mediatech Capital Partners' Porter Bibb predicts an ebullient year for the NFL's advertisers, even as the league is embroiled in a Twitter war with President Trump. Laura Davison, a Capitol Hill reporter for Bloomberg BNA, discusses the corporate tax cuts President Trump and GOP lawmakers are weighing. John Augustine, CIO at Huntington National Bank, gives an outlook for U.S. markets and his current stock picks. Finally, Bloomberg's Alex Webb tells Pimm Fox and Lisa Abramowicz how Apple supplier...
Sep 25, 2017•27 min
Mary Nichols, the chair of the California Air Resources Board, is bracing for a battle with the Trump administration and automakers over keeping tough fuel economy rules in place. PwC International's Bob Moritz tells Pimm Fox and Lisa Abramowicz how his company is moving towards pay parity between women and men. There's a low probability of military conflict on the Korean peninsula, Scott Seaman, the director for Asia at the Eurasia Group, says. Finally, Craig Giammona, a consumer reporter at Bl...
Sep 22, 2017•28 min
Witold Waszczykowski, Poland's minister of foreign affairs, discusses relations with the E.U. And Poland's request for war reparations from Germany. Chapdelaine & Co.'s Doug Borthwick tells Pimm Fox and Lisa Abramowicz why the dollar will continue to weaken. Max Chafkin, a technology reporter for Bloomberg Businessweek, talks about his cover story, "Mark Zuckerberg's Political Awakening." Finally, Phil Orlando, the chief equity strategist at Federated Investors, weighs in on the stock market...
Sep 21, 2017•29 min
Steve Forbes, chairman and editor-in-chief of Forbes Media, says the Federal Reserve should let borrowers and lenders set interest rates. Until then it's still the Fed, and Carl Riccadonna, the chief U.S. economist at Bloomberg Intelligence, gives his outlook for rate increases. Michelle Kaske, a reporter at Bloomberg, talks about Hurricane Maria's potential to inflict $30 billion in damages on Puerto Rico. Finally, Ira Jersey, the chief U.S. interest rate strategist at Bloomberg Intelligence, t...
Sep 20, 2017•30 min
Mohamad Ali, the president and CEO of Carbonite, says he's worried about how immigration and H1B1 restraints will hurt his business and the economy. Drew Beja, a portfolio manager at Granahan Investment Management, tells Pimm Fox and Lisa Abramowicz about his collection of "desert island" companies, small-cap growth companies that will be much more valuable years down the line. Finally, Bloomberg's Margaret Talev discusses President Trump's UN address and says that Trump had to talk to both the ...
Sep 19, 2017•19 min
Amundi's Fred Samama discusses the importance of investing responsibly and how the market isn't pricing in climate risk right. Brad McMillan, the chief investment officer at Commonwealth Financial Network, tells Pimm Fox and Lisa Abramowicz whether investors should be worried about North Korea and why he's bullish on markets in the short-term. Bloomberg Intelligence's Brian Egger talks about how Hurricane Irma's devastation in the Caribbean has affected hotel and cruise stocks. Finally, Jack Abl...
Sep 18, 2017•29 min
Government and regulatory agencies have Internet companies like Google and Facebook in their cross-hairs, a potentially huge risk to the big tech stocks, Bloomberg Gadfly's Shira Ovide says. Henry Peabody, a co-manager of the Eaton Vance Multi-Sector Bond Fund, tells Pimm Fox and Lisa Abramowicz why investors should hold cash to prepare for a credit unwind. Vincent Cignarella, a global macro strategist at Bloomberg, says the dollar will weaken as tax reform sinks. Finally, Frank Holmes, CEO and ...
Sep 15, 2017•28 min
Vinny Troia, CEO of Night Lion Security, and Bloomberg's Jordan Robertson tell Pimm Fox and Lisa Abramowicz that Equifax failed to fix a flaw that computer experts had flagged earlier in the year. Insurers have an appetite for flood risk, David Sampson, CEO of the Property Casualty Insurers Association of America, says. Bloomberg's Anand Srinivasan and Alex Sherman talk about how Apple could be locking up the supply chain with its reported involvement in Bain Capital's bid for Toshiba's memory c...
Sep 14, 2017•26 min
Greenwich Associates' Kevin McPartland says technology signals a change in banking jobs, not a loss. Storm recovery and cleanup companies are making billions off of more frequent natural disasters, Bloomberg's Prashant Gopal says. Lionel Laurent, a Bloomberg Gadfly columnist covering finance, discusses his skepticism of "hyped-up millennial alternative" asset classes like Bitcoin and cannabis. Finally, Bloomberg Gadfly's Shira Ovide explains why people might well pay $1,000 for the new iPhone an...
Sep 13, 2017•27 min
It is Nordstrom without the clothes. Poonam Goyal, a senior retail analyst at Bloomberg Intelligence, talks about the retailer's new window-shopping concept. Mark Yusko, CEO and CIO at Morgan Creek Capital Management, tells Pimm Fox and Lisa Abramowicz about his new actively managed ETF that will cull from the firm's "10 best ideas." Bloomberg Intelligence's John Butler talks all things Apple on unveil day for the new iPhones. Finally, an update on Florida power utilities following Hurricane Irm...
Sep 12, 2017•27 min
Tom Tucci, the head of U.S. Treasury trading at CIBC World Markets, offers his outlook on the bond market. Teva's naming of Kaare Shultz as CEO comes in for analysis by Koby Benmeleh, a Bloomberg reporter in Tel Aviv, and Liz Krutoholow, a specialty pharma and biotech analyst at Bloomberg Intelligence. Bloomberg's Jamie Butters discusses the impact of China's effort to go all electric on cars. Finally, Regina Mayor, KPMG's global sector leader for energy and natural resources, talks about how ma...
Sep 11, 2017•28 min
Bloomberg's Brian Sullivan and Jack Kaskey talk about Hurricane Irma's destructive path and potential chemical fallout. Scott Painter, founder and former CEO of TrueCar, discusses Fair, his new "car-as-a-service" startup. Lamine Zarrad, CEO of Tokken, talks about how blockchain is working for the cannabis industry. Finally, Amnon Bar-Lev, president of Check Point Software, and Michael Riley, a cybersecurity reporter at Bloomberg, discuss Equifax's historic breach that may have exposed half of Am...
Sep 08, 2017•29 min
Alan Bjerga, an agriculture reporter at Bloomberg, says Hurricane Irma threatens $1.2 billion of Florida crops. Craig Johnson, president of Customer Growth Partners, talks about how hurricanes like Harvey and Irma impact retail. Shira Ovide, a Bloomberg Gadfly columnist covering technology, discusses news that Amazon is shopping for a second U.S. headquarters with as many as 50,000 employees. Finally, Marvin Loh, a senior global markets strategist at BNY Mellon, talks about central banks and ris...
Sep 07, 2017•28 min
Ariel Cohen, a senior fellow at the Atlantic Council and the director of the Center for Energy, Natural Resources and Geopolitics at the IAGS, talks about China and Russia's strategies for North Korea. Shunondo Basu, a meteorologist and gas analyst at Bloomberg New Energy Finance, discusses the impact of Hurricane Irma. Jonathan Adams, a senior insurance industry analyst at Bloomberg Intelligence, talks about how insurers are bracing for Hurricane Irma, as well as the impact from Harvey. Finally...
Sep 06, 2017•28 min
The combination of UTX and Rockwell Collins creates an aerospace-supplier giant, Bloomberg Intelligence's Doug Rothacker says. Tom Hainlin, a global investment strategist at Ascent Private Capital Management, says the U.S. consumer supports a bull market for stocks. Finally, Dr. Robert Pape, a political science professor at the University of Chicago, says without China and Russia's support, the U.S. needs to restart Big 6 talks with North Korea. See omnystudio.com/listener for privacy informatio...
Sep 05, 2017•20 min