Sheryl Palmer, Chairman and CEO of homebuilder Taylor Morrison, discusses why they just had their best month in company history. Jim Vogel, Executive VP and Interest Rate Strategist for FHN Financial, on what's going on in bond markets. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on going back to school safely, and the implications of the U.S. exiting the WHO. David Katz, CIO of Matrix Advisors, on where he is finding value in the expensive U.S. equity marke...
Jul 13, 2020•28 min
Dr. Peter Bach, Director of Memorial Sloan Kettering’s Center for Health Policy and Outcomes, on his column: "Hospitals Need to Study How Well Remdesivir Works." Alan Crawford, Senior International Government Editor for Bloomberg, discusses his story, "A New World Order for the Coronavirus Era Is Starting to Emerge." Woo Jin Ho, Senior Technology Analyst for Bloomberg Intelligence, discusses Analog Devices buying Maxim for $21 billion, and how this impacts the landscape for chips. Matt Gertken, ...
Jul 13, 2020•29 min
Analysis of the Supreme Court's highly anticipated decisions on Trump's financial records with June Grasso, legal analyst and host of Bloomberg Law, and Bloomberg's Kimberly Robinson, Supreme court reporter and editor. Sheila Bair, former Chair of the FDIC, discusses her column: "Banks’ Risks During the Pandemic Aren’t Clear." Davide Scigliuzzo, Bloomberg corporate finance reporter, on how covid-19 is bankrupting American companies at a relentless pace. Richard Rosenblum, Co-Founder and Co-Head ...
Jul 09, 2020•30 min
Matt Winkler, co-Founder of Bloomberg News and Editor-in-Chief Emeritus, discusses his column: "The Bad Economy Really Is Trump’s Fault." Bess Freedman, CEO of Brown Harris Stevens, on their Manhattan real estate report. Duncan Wood, director of the Wilson Center’s Mexico Institute, on AMLO's visit to the White House, and why a storm is coming for Mexico under USMCA. Clive Gillmore, CEO and group CIO at Mondrian Investment Partners, on opportunities in international markets. Hosted by Paul Sween...
Jul 08, 2020•29 min
Chris Ailman, Chief Investment Officer at CalSTRS, on why its time to rebalance your 401ks in the face of a sloppy W recovery. John Gittelsohn, Bloomberg investing and real estate reporter, on U.S. home prices seen falling 6.6% on covid impact. Rob Brown, Managing Director and CEO of North America for Lincoln International, on his outlook for M&A for the rest of the year. Bloomberg's Mark Niquette, corporate influence reporter, and Timothy O'Brien, Senior Opinion columnist, on the surprising...
Jul 07, 2020•28 min
Emma Court, health care reporter for Bloomberg, on employers finding covid testing to be more trouble that its worth. Stephen Schork, President of the Schork Group, discusses hitting peak oil demand by the end of the month, and Berkshire Hathaway buying natural gas assets from Dominion Energy. Michael Sonnenfeldt, Chairman of TIGER 21, on how their ultra-wealthy and entrepreneurial members are raising cash. Niall Ferguson, Senior Fellow at Hoover Institution and a Bloomberg Opinion columnist, di...
Jul 06, 2020•24 min
Tom Gimbel, CEO of global staffing company LaSalle Network, on what he's seeing on the hiring front. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the data she uses to glean economic insights. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on how we're seeing the impact of reopening too soon. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opi...
Jul 02, 2020•34 min
Karen Mills, Former SBA Administrator and Senior Fellow at Harvard Business School, on the success of the PPP program, and what could help further. Andy Browne, Editorial Director for Bloomberg New Economy, and Jodi Schneider, Senior International Editor in Hong Kong, on China's defiant security crackdown on Hong Kong. Jack Janasiewicz, Senior Vice President, Portfolio Strategist and Manager at Natixis Investment Managers, with insights into the economy and markets. Kevin Tynan, Senior Autos Ana...
Jul 01, 2020•26 min
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Taliban Bounties Would Be a New Low for Putin." Brendan Coughlin, Head of Consumer Banking at Citizens Bank, on the rise of digital banking as a result of COVID, and consumer financial health. Hosted by Paul Sweeney and Vonnie Quinn. Wendy Schiller, Chair of Political Science at Brown University, discusses how different current events could impact this year's election...
Jun 30, 2020•29 min
Torsten Slok, Chief Economist at Deutsche Bank AG, on the two upcoming fiscal cliffs for consumers. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on covid spread and possibility that the Fed will stop supporting testing. Alison Williams, Senior Banks, Asset Managers, & Payments Analyst for Bloomberg Intelligence, on how banks did on stress tests. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column: "Covid-19 Gives Texas a Reality Check."...
Jun 29, 2020•26 min
Michelle Davis, Bloomberg finance reporter, on why Black employees aren't sure if Wall Street will confront its failures on race. Mark Douglas, CEO of Steelhouse, on the advertiser pause from Facebook. Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on why he took some chips off the table. Dr. David Engelthaler, Director of infectious disease research at TGen and former state epidemiologist for Arizona, on why the virus may not be containable. Hosted by Paul Sweeney and Vonnie ...
Jun 29, 2020•28 min
U.S. Labor Secretary Eugene Scalia discusses jobs and reopening with Bloomberg's Alix Steele and Guy Johnson, and Barry Ritholtz, Founder of Ritholtz Wealth Management and host of Masters in Business, reacts to his comments. Krishnan Ramanujam, President: Service Lines at Tata Consulting Services (TCS), on the multiple transformations that clients must go through as covid prompts massive technological change. Tae Kim, Bloomberg Technology columnist, on his column: "Big Tech Isn't the Only Loser ...
Jun 25, 2020•35 min
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why policy response has destroyed information gleaned from markets. Kan Nawaday, former corruption and fraud prosecutor for the US Attorney’s Office in the Southern District of NY and Partner at Venable LLP, discusses Attorney General Barr's Friday night massacre and the loss of DOJ credibility. Stew Leonard, Jr., CEO of Stew Leonard’s Grocery stores, discusses what's happening to food prices. Ethan Powell, CEO of Impact Sha...
Jun 24, 2020•29 min
Kate Krader, Food Editor for Bloomberg Pursuits, on how restaurants are opening in NYC, and the dire outlook for restaurants worldwide. Nick Colas, co-Founder of DataTrek Research, on Fed yield curve control, why the S&P may be stuck in neutral, and the election. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Apple's chips and product pipeline, and Trump's hardened immigration ban. Brendan Murray, Bloomberg Trade Tsar, on the outlook for the Ch...
Jun 23, 2020•29 min
Jim Anderson, CEO of SocialFlow, on how teens on TikTok may have derailed Trump's rally attendance. Historian and author Niall Ferguson, Senior Fellow at the Hoover Institution and Bloomberg Opinion columnist, discusses his column: "America Is on the Road to Relapse Not Recovery." Dan Skelly, Head of Market Research and Strategy, Wealth Management at Morgan Stanley, on what's driving the v-shaped recovery. Airbnb CEO Brian Chesky speaks with Bloomberg Technology's Emily Chang on why travel as we...
Jun 22, 2020•28 min
Jared Dillian, editor and publisher of The Daily Dirtnap and Bloomberg Opinion columnist, "Don't Blame the Fed for Robinhood Trading Blitz." Laura Martin, Senior Media Analyst at Needham & Co., on the hidden value multipliers of Amazon. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on why he's sticking to the secular growth stocks. Lananh Nguyen, Bloomberg finance reporter, discusses her story: "Juneteenth Tests Corporate America’s Pledges to Fight Racism."...
Jun 19, 2020•30 min
Stephen Roach, senior fellow at Yale University and former chairman of Morgan Stanley Asia, discusses his column: "How the Coming Crash in the Dollar Will Unfold." Lisa Shalett, Chief Investment Officer: Wealth Management for Morgan Stanley, on why clients are holding onto cash. Andrew Browne, Editorial Director for Bloomberg New Economy, on how former National Security Advisor John Bolton's book damages Trump's China stance. June Grasso, Legal Analyst and Host of Bloomberg Law, on the Supreme C...
Jun 18, 2020•26 min
Laura Davison, Congressional Tax Reporter for Bloomberg, on trillions in stimulus going out unchecked, with watchdogs kept toothless by the Trump Administration. Invesco Chief Global Market Strategist Kristina Hooper discusses how the Fed has decoupled the stock market from the economy. Sam Fazeli, Director of Research, EMEA, Bloomberg Intelligence, on the race for covid vaccines heating up, as well as Lilly's successful breast cancer drug trial. Carl Weinberg, Chief Economist at High Frequency ...
Jun 17, 2020•27 min
Market Drivers and earnings with Bloomberg stocks editor Dave Wilson, and Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, previews Fed Chair Jerome Powell's testimony before the Senate Banking Committee. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information.
Jun 16, 2020•12 min
Bloomberg's Jef Feeley, legal reporter, and Katherine Chiglinsky, insurance reporter, to discuss Tesla's new lawsuit shield against coronavirus claims. Chris Ailman, Chief Investment Officer at CalSTERS, on market volatility and the return to risk assets. Greg Stohr, Bloomberg legal reporter, on the Supreme Court decision to protect LGBT workers. Max Nisen, Bloomberg Opinion biotech and health care columnist, on why getting a flu shot this year will help in the battle against covid-19. Hosted by...
Jun 15, 2020•29 min
Barry Bannister, Head of Equity Strategy at Stifel, discusses why he's lowering his market forecast. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, discusses how reopenings and U.S. protests are impacting covid spread. Jim Bianco, President and Founder of Bianco Research and Bloomberg Opinion columnist, on his column: "Blame the Fed for the Disconnect in Markets." Bjorn Van Roye, Senior Global Economist for Bloomberg Economics, on how 30% of job losses could st...
Jun 12, 2020•29 min
Michael Dowling, President and CEO of Northwell Health, on how New York State’s largest hospital system is faring as the state begins reopening. Sarah Halzack, Bloomberg Opinion retail columnist, to discuss her column: "Clothing Stores' Devastation Has Only Just Begun." David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on credit spreads and the Fed. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, disc...
Jun 11, 2020•29 min
Robert Tipp, Chief Investment Strategist at PGIM, discusses fixed income markets and Fed stimulus. Jonathan Bernstein, Bloomberg Opinion politics columnist, on his column: "Be Ready for a Long Election Night This Year." Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, on why markets have been so exuberant. Matthew Palazola, Senior Analyst: Property & Casualty Insurance at Bloomberg Intelligence, on insurers being pulled into the epicenter of the pandemic crisis. Hosted ...
Jun 10, 2020•28 min
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Why Military Leaders Like Me Are Speaking Out." Tara Lachapelle, Bloomberg Opinion media and deals columnist, on dealmaking in the age of covid-19. Dan Ives, Equity Analyst at Wedbush Securities, discusses Apple making its own chips, and why FAANG will get even bigger after covid-19. Mark Klein, President and CEO of Sutter Rock Capital, on the venture capital landscap...
Jun 09, 2020•28 min
Bloomberg Opinion's Max Nisen, biotech and health care columnist, and Chris Hughes, deals columnist, on AstraZeneca mulling a bid for Gilead. Bill Smead, CEO and CIO of Smead Capital Management, on buying opportunities created by destruction of economic optimism. Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on debt relief for emerging markets. Peter Kolchinsky, founder and Managing Partner at RA Capital Management, discusses investing in biotech for a va...
Jun 08, 2020•29 min
Tom Gimbel, CEO of global staffing company LaSalle Network, dissects the unexpectedly strong jobs report. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the mismatch between economists' estimates and payrolls report. Matt Boesler, Bloomberg Fed reporter, and Dave Wilson, Bloomberg stocks editor, dig through the numbers on the May payrolls report, which shocked markets with an upside surprise. Hos...
Jun 05, 2020•34 min
David McCourt, Founder and CEO of Granahan McCourt Capital and Chairman of National Broadband Ireland, discusses the need for a great leader in times of crisis. Mary Schlangenstein, U.S. Airlines Reporter for Bloomberg, on American Airlines boosting flying 74% on demand rebound. John Chuang, CEO and Co-Founder of Aquent, discusses the gig economy, and whether the pandemic can change protections for gig workers health and benefits. Damian Sassower, Chief Emerging Markets Credit Strategist for Blo...
Jun 04, 2020•29 min
Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, discusses his column: "Can Trump Send In the Military? Probably, Yes." Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Economics, on the second wave of layoffs coming for white-collar workers. Chris Ailman, Chief Investment Officer at CalSTRS Investments, discusses the "ridiculous" amount of Fed stimulus to backstop markets. Timothy O'Brien, senior columnist for Bloomberg Opinion, discusses his column, "Zuckerberg and F...
Jun 03, 2020•29 min
Molly Smith, corporate finance reporter for Bloomberg, on why it's a borrower's bond market. John Streur, CEO of Calvert Research and Management, discusses why ending racism in America is a responsibility of corporations. Meltem Demirors, Chief Strategy Officer at CoinShares, to discuss why she disagrees with Goldman’s assessment of both crypto and gold. David Kocieniewski, Bloomberg Businessweek reporter, on private equity firms receiving billion-dollar backdoor hospital bailouts. Hosted by Lis...
Jun 02, 2020•30 min
Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent specializing in terrorism, discusses the protests and civil unrest across the U.S. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on China and emerging markets. Iman Brivanlou, Lead Portfolio Manager of TCW High Income Equities and TCW Global REITs, on why now is a good time to enter the REIT segment. Scott Kessler, Global Sector Lead for Technology Media and Telecommu...
Jun 01, 2020•29 min
