Ethan Zindler, Head of Americas for Bloomberg New Energy Finance, on the EPA's plan to dramatically scale back limits on greenhouse gas emissions from power plants. Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on JPMorgan to offer free trades, and whether he forecasts a "race to the bottom" on fees. Mark Vergnano, CEO of Chemours (NYSE: CC), discusses the company's growth plan, the EPA regulation rollback, the GenX lawsuit and impact of tariffs. Mark Spindel, author of " The My...
Aug 22, 2018•31 min
Retired Navy Admiral Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on Trump revoking security clearances, and the situation in Turkey and impact to NATO. David Garrity, CEO of GVA Research, on Netflix outlook, the chip rout, and Google creating a search engine for China. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on the currency devaluation in Venezuela and the situation in Turkey. Ron Quaranta, Chairman of the Wall Street Blockchain Al...
Aug 21, 2018•27 min
Dan Fuss, Vice Chairman of Loomis Sayles, on fixed income markets, bond yields, central bank policy and trade concerns. Burt Flickinger, Managing Director for Strategic Resource Group, on the aftermath of the Rite Aid-Albertson’s deal collapse. Mujtaba Rahman, Managing Director: Europe for Eurasia Group, on the crisis in Turkey, Erdogan’s response, and possible scenarios. Alex Webb, Bloomberg Opinion European tech columnist, on Google employing users' web browsing to steer advertising displayed ...
Aug 20, 2018•30 min
GUESTS: Former SEC Chairman Arthur Levitt weighs in on President Trump’s seeking an SEC study to move companies to six-month reporting cycles from the current quarterlies. Hans Olsen, Fiduciary Trust Chief Investment Officer, on why it’s time to slash junk-debt holdings. Aaron Terazzas, Economic research director for Zillow, on new analysis that shows the national housing market experiencing more price cuts. Matthew Schettenhelm, Litigation analyst for Bloomberg Intelligence, on the Sinclair-Tri...
Aug 17, 2018•30 min
Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss Saudi Arabia’s potential deal to invest in a Tesla privatization, and what it means for their future oil strategy. Michel Danechi, Portfolio Manager and Investment Partner at Vedra Partners, on outlook for investing in Turkey.Shira Ovide, Bloomberg Opinion technology columnist, discusses: Amazon exploring an acquisition of the Landmark movie chain, and the cash problems with young tech companies. Devina Rankin, Ch...
Aug 16, 2018•30 min
Jill Fisch, Business Law Professor at the University of Penn Law School, discusses the legality surrounding Elon Musk's tweets regarding a potential buyout. Robert Lawrence, Professor of International Trade and Investment at the Harvard Kennedy School and former economic advisor to Clinton, on the deal that Trump really wants with China. Brendan Ahern, Chief Investment Officer of KraneShares, discusses Tencent earnings and the China tech sector. Jonathan Tyce, Senior Banks Analyst for Bloomberg ...
Aug 15, 2018•25 min
Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now. Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, discusses why gold is plunging so much. Scott Mushkin, Managing Director of Consumer Research at Wolfe Research, on Home Depot earnings, and a preview of Walmart and Target. Christopher Balding, Bloomberg Opinion columnist, on China's economy, the trade war an...
Aug 14, 2018•29 min
Clint Watts, a former FBI special agent and Senior Fellow at the Foreign Policy Research Institute, discusses Russia’s continued hacking into U.S. elections, and eroding White House security.Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the Turkish lira and signs of EM contagion. Arlan Suderman, Chief Commodities Economist for INTL FCStone, on why corn will be the long-term ag commodities winner. Matthew Martin, Mideast Finance Reporter for Bloomberg, on Saudi’s s...
Aug 13, 2018•28 min
Guests: Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global macro issues surrounding China trade, and a look at the situation in Turkey.Porter Bibb, Managing Partner for MediaTech Capital Partners, on the latest in the Fox/Disney and Comcast bid for Sky assets, and why print media isn't dead.Paul Michael Wihbey, research fellow at the Daniel Morgan Graduate School of National Security and former Vice President of the Liberal Party of Canada, discus...
Aug 10, 2018•34 min
Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on how Tesla credit is reacting to Musk's tweet on taking the company private. Gordon L. Johnson, Analyst and Managing Director at Vertical Group, examines the Tesla equity story, and why Elon Musk’s proposal to take the company private at $420 a share makes no sense. Chuck Lieberman, Chief Investment Officer at Advisors Capital Management LLC, and Bloomberg Opinion columnist, on the job market and wages, sector picks, and current...
Aug 08, 2018•29 min
David Kotok, Chairman and CIO of Cumberland Advisors, on his current investment outlook, impact from trade wars, and why investors should keep dry powder. Dr. Ellen Wald, President of Transversal Consulting and energy and Middle East expert, on how the biggest importers of Iranian oil will react to sanctions. Damian Sassower, fixed income strategist for Bloomberg Intelligence, on Turkey markets sinking amid talk of an IMF bailout, while the central bank and Erdogan remain silent. Kit Konolige, S...
Aug 07, 2018•27 min
Stephen Schork, President of the Schork Group, on LNG producers at risk from tariffs, and how Iran sanctions could impact the oil market. Tuna Amobi, Senior media and entertainment analyst at CFRA Research, on outlook for CBS, and the big media earnings this week. Tara Lachapelle, Bloomberg Opinion columnist, on highlights from Berkshire Hathaway earnings. Harley Lippman, CEO of Genesis10, one of the nation’s largest IT services and staffing firms, on why tech wages are still under pressure and ...
Aug 06, 2018•31 min
Greg Davis, CIO of Vanguard, on no-fee funds, the economy, and current investment strategy. Steve Englander, Global Head of G-10 FX Research for Standard Charter Bank, and a Bloomberg Opinion columnist, on the China yuan. Amir Sufi, Professor of Economics and Public Policy at the Chicago Booth School, on why more leverage leads to slower future growth and increases the likelihood of a crash. Tom Gimbel, CEO of LaSalle Network, on why wages stay down in the best job market he's ever seen. See omn...
Aug 04, 2018•37 min
Gordon L. Johnson, Alt. Energy, Metals & Mining & Equip. Rental Research - Managing Director at Vertical Group, on Tesla earnings and outlook. Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China trade. Stephen Munro, Bloomberg New Energy Finance policy analyst, on the Trump administration proposal to ease Obama auto-mileage rules and remove California's clout on emissions standards. Doug Cohen, Managing Director, Portfolio Management at Athena C...
Aug 03, 2018•33 min
Steven Oh, Global Head of Credit and Fixed Income and Co-Head of Leveraged Finance for PineBridge Investments, discusses his outlook for the second half of 2018 and early 2019. Brian Wieser, Senior Research Analyst for Pivotal Research Group, discusses his outlook for Viacom and CBS, in light of an investigation into Les Moonves' alleged sexual misconduct. Matt Winkler, Editor-in-Chief Emeritus of Bloomberg News and Bloomberg Opinion columnist, discusses his column, "Municipal Junk Soars as the ...
Aug 01, 2018•31 min
Jeff Uscher, Head of Research at Japan Insider, on the BOJ monetary policy decision and investing in Japan. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, previews Apple earnings. Jim Schaeffer, Co-Head of Public Fixed Income and Deputy Chief Investment Officer at Aegon Asset Management, on an early warning sign that demand in the red-hot leveraged loan market is set to cool. Andrew Mayeda, Bloomberg Global Trade and Economy Reporter, and Andrew Silverma...
Aug 01, 2018•30 min
Richard Chambers, CEO of The Institute of Internal Auditors (The IIA), on how CBS could handle the Les Moonves accusation, and whether corporations are compliant to sexual harassment policy Poonam Goyal, Senior Retail Analyst for Bloomberg Intelligence, with a back-to-school apparel preview and why jeans will be the winner this season. Logan Mohtashami, Senior Loan Officer for AMC lending, on why the U.S. Housing market looks perfect right now. Carl Riccadonna, Chief U.S. Economist for Bloomberg...
Jul 30, 2018•28 min
SEC Commissioner Hester Peirce on being the lone dissenter in the SEC’s rejection of the Winklevoss bitcoin ETF. Rick Clemmer, President and CEO of NXP Semiconductors, on the breakup of the NXP-Qualcomm deal, and what their next plan is. Jim Anderson, CEO of SocialFlow, on Amazon and Twitter, Facebook, and the threat of slowing user growth. Ivan Cheung, CEO of Eisai, discusses the outlook for their BAN2401 Alzheimer's drug, made in partnership with Biogen, after investors were disappointed at th...
Jul 27, 2018•30 min
Colin Gillis, Director of Research at CR Partners, discusses Facebook plunging, and previews Amazon and Apple. Prashant Gopal, US real estate reporter for Bloomberg, on how the US housing market appears to be headed for the broadest slowdown in years. Rishi Gautam, Executive Chairman of Mjardin Group, on their full-scall cannabis business model, the company’s upcoming IPO in Canada, and market growth. Automotive entrepreneur Scott Painter, CEO and co-Founder of Fair and former CEO of TrueCar, on...
Jul 26, 2018•29 min
Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on finding value in emerging market fixed income.David Garrity, CEO of GVA Research, on why the underpinnings for Facebook are weakening. Rick Calder, CEO of GTT Communications (NYSE: GTT), on their acquisitions, the cloud marketplace, and international growth. Author and historian Steven Ujifusa discusses his new book, " BARONS OF THE SEA And their Race to Build the World’s Fastest Clipper Ship." See omnystudio.com/listen...
Jul 26, 2018•29 min
Jack DeVine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, on Iran, Russia, and Trump's relationship with the intel community. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on Turkey stocks and lira plunging after the central bank defied market expectations to hold interest rates unchanged. Will Rhind, CEO of GraniteShares, on Iran impact on oil markets and outlook for commodities. John Butler, Senior Telecom Service...
Jul 24, 2018•29 min
Admiral James Stavridis, former military commander of NATO, Dean of the Fletcher School at Tufts University and Bloomberg Opinion columnist, on President Trump amping up rhetoric against Iran on Twitter. Vincent Cignarella, Global macro strategist for Bloomberg, on the dollar and global currency markets reacting to President Trump's tweets on the Fed and currency manipulation. Kevin Murphy, CEO, Acreage Holdings, on completing the largest capital raise in U.S. cannabis history, and their plans f...
Jul 23, 2018•30 min
Tim Adams, President and CEO of the IIF and Former Under Secretary of Treasury for International Affairs, on Trump’s new $500 billion tariffs threat to China, and how trade risks and global debt are threats to the global economy. Toby Harshaw, Bloomberg Opinion editor covering national security, on Dan Coats being unaware of Trump inviting Vladimir Putin to the White House, following the disastrous summit in Helsinki. Rick Helfenbein, President and CEO of the American Apparel & Footwear Asso...
Jul 20, 2018•31 min
Jeffrey Rosenberg, Chief Fixed Income Strategist at Blackrock, on their 2018 mid-year investment outlook. Richard Conn, Managing Partner of Eurasia Advisors, on the fallout of President Trump’s meeting with Vladimir Putin in Helsinki.Win Thin, Global Head of Emerging Markets F/X, on China’s central bank showing little signs of intervening in the yuan slumping.Susan DeVore, CEO of Premier, Inc (Nasdaq:PINC), on drug pricing and outlook for Obamacare. See omnystudio.com/listener for privacy inform...
Jul 19, 2018•28 min
Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on what Federal Reserve Chairman Jerome Powell’s testimony before lawmakers means for the economy and the yield curve. Market Drivers with Bloomberg stocks editor Dave Wilson, and Shira Ovide, Bloomberg Opinion technology columnist, on why EU regulators will have a tough time breaking up the status quo of Google's power in smartphones. See omnystudio.com/listener for privacy information....
Jul 18, 2018•22 min
Bloomberg’s David Wilson, stocks editor, and Matt Boesler, Fed reporter, along with Carl Riccadonna, Chief US Economist for Bloomberg Intelligence, discuss what to expect from Federal Reserve Chairman Jerome Powell’s testimony to lawmakers. See omnystudio.com/listener for privacy information.
Jul 17, 2018•11 min
Bloomberg's Erik Schatzker discusses his interview with BlackRock CEO Larry Fink. Gymboree CEO Daniel Griesemer discusses the company's new apparel line and turnaround, after emerging from bankruptcy last year. Seema Shah, senior consumer discretionary analyst for Bloomberg Intelligence, on retail sales, and how consumers are doing most of their purchasing on credit. See omnystudio.com/listener for privacy information.
Jul 17, 2018•29 min
Charles Peabody, President of Portales Partners LLC, on bank earnings and why bank stocks have peaked. Ariel Cohen, Senior Fellow at the Atlantic Council, on Trump’s upcoming summit with Putin. Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, on Theresa May’s white paper and how Trump’s comments may impact Brexit negotiations with EU. Mary Ann Halford, Global Media & Entertainment Strategist at OC&C Strategy Consultants, on the Justice Department filing...
Jul 13, 2018•29 min
John Kilduff, Founding Partner of Again Capital, on why oil prices are on the way down. Joseph Abboud, designer and Chief Creative Director of Men’s Wearhouse, on growth, manufacturing in the U.S., and how tariffs could impact the apparel industry.Brad Setser, senior fellow for international economics at the Council on Foreign Relations, on the US-China trade war. Scott Lawlor, CEO of Waypoint Residential, on the real estate cycle and housing trends. See omnystudio.com/listener for privacy infor...
Jul 13, 2018•28 min
Max Nisen, Bloomberg Opinion health care columnist, on Pfizer agreeing to delay price increases after Trump called the company out. Vacit Arat, co-founder and President of HIA Technologies Inc., on creating Digital Avatars, which can carry on a sophisticated conversation with humans on almost any subject in any language.Carl Weinberg, Chief Economist at High Frequency Economics, on how China could hurt the US once it runs out of imports to tax.David Garrity, CEO of GVA Research, on how blockchai...
Jul 12, 2018•32 min
