Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the U.S. push for a stable yuan, and his outlook for EM. Danielle DiMartino Booth, CEO of Quill Intelligence LLC, author of "FED UP: An Insider’s Take on Why The Federal Reserve is Bad For America," and a Bloomberg Opinion columnist, discusses the Fed’s big policy reversal. Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, discusses how markets were ahead of analysts on the current earnin...
Feb 20, 2019•27 min
Greg Valliere, chief U.S. policy strategist, AGF Investments, on Senator Bernie Sanders announcing a second White House bid. Burt Flickinger, Managing Director at Strategic Resource Group, discusses Walmart's fourth-quarter earnings report. Bloomberg's Craig Torres on challenges the Fed faces communicating the direction of the economy. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, talks about his outlook for financial markets. Hosted by Alix Steel and Paul...
Feb 19, 2019•26 min
Ken Weissenberg, Partner-in-Charge: Real Estate, at EisnerAmper, on how real estate values will react to Amazon backing out of NYC HQ. Anna Edgerton, congressional reporter for Bloomberg, on Trump invoking emergency powers to build his border wall. Michael Temple, Director of Corporate Credit US at Amundi Pioneer, on global bond markets. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on infrastructure, Amazon, and high speed rail. Hosted by Abramowicz and Paul Sweeney. See omnystudio.c...
Feb 15, 2019•29 min
Craig Johnson, President of Customer Growth Partners, and Carl Riccadonna, Chief US Economist for Bloomberg Economics, on retail sales posting the worst drop in nine years. Ken DeCubellis, the current CEO of Black Ridge and future CFO of AESE, and Frank Ng, current CEO of Ourgame International and future CEO of AESE, discuss their impending merger and what it will mean for esports and the investment community. Peter Andersen, Founder of Andersen Capital Management, LLC, on markets, current inves...
Feb 14, 2019•25 min
Teva Pharmaceutical’s CEO Kare Schultz discusses the earnings shortfall, product pipeline, and moving into biotech drugs. Matt Rodrigue, Managing Director at Miller Buckfire, a Stifel company, represented the largest organized creditor in the Puerto Rico bankruptcy case and discusses the restructuring plan. Joe Perry, Tax Leader at Marcum, on how the Trump tax cut is creating many surprises for American tax payers. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on outlook for US market...
Feb 13, 2019•30 min
John Authers, Senior Editor for Bloomberg Markets, on the China trade negotiations and impact to markets. Bloomberg Opinion columnists Tara Lachapelle and Sarah Halzack discuss how media companies are grappling with pricing and content, in a landscape where consumers continue to choose "free." Chris McCann, Chris McCann, CEO of 1-800-FLOWERS.COM, on Valentine's Day gifting season, incorporating AI technology, and trends in consumer behavior. Ira Jersey, Chief US interest rate strategist for Bloo...
Feb 12, 2019•27 min
Logan Mohtashami, Senior Loan Officer for AMC Lending Group, on the slowdown in the housing market. Peter Tchir, Head of Macro Strategy at Academy Securities, on markets and current investment strategy. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on two large Chinese borrowers missing payment deadlines. Austin Carr, technology reporter for Bloomberg, on why taxpayers have a lot to lose in the Foxconn and Amazon headquarter deals. Hosted by Abramowicz and...
Feb 11, 2019•29 min
Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses North Korea, Venezuela and the mid-east. Burt Flickinger, Managing Director at Strategic Resource Group, on what Eddie Lampert is doing with Sears, and winners and losers in bricks-and-mortar retail. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on the outlook for a China trade deal after Trump calls off his meeting with Xi. Mike McGlone, commodity str...
Feb 08, 2019•29 min
Chris Whalen, Chairman of Whalen Global Advisors, and Arnold Kakuda, Senior Credit Analyst: Global Banking Sector for Bloomberg Intelligence, on BB&T Corp.'s merger with SunTrust Banks and what it bodes for the banking sector. Kevin Giddis, Head of Fixed Income at Raymond James, on the Fed, Treasury auctions, and bond markets. Alex Webb, European Technology columnist for Bloomberg Opinion, on Facebook’s advertising model under attack by German antitrust regulators. Ken Shea, Senior Analyst G...
Feb 07, 2019•29 min
Eli Lake, Bloomberg Opinion columnist covering national security, on how Trump is beginning to cave on North Korea, and what the U.S. is doing in Venezuela. Porter Bibb, Managing Partner for MediaTech Capital Partners, on media earnings and the battle for subscribers. Author Jim Krane, fellow in energy studies at Rice University's Baker Institute in Houston, discusses his new book, "Energy Kingdoms: Oil and Political Survival in the Persian Gulf." Lanhee Chen, Research Fellow at the Hoover Insti...
Feb 06, 2019•29 min
Puerto Rico Governor Ricardo Rosello discusses the post-hurricane recovery funds being threatened by President Trump, the State of the Union, and the bond restructuring. Dan Solender, Partner and Head of Municipal Bonds at Lord Abbett, and Michelle Kaske, Puerto Rico reporter for Bloomberg, on Puerto Rico winning approval for its plan to restructure more than $17 billion of sales-tax bonds. William Drewry, Founding Partner at Pursuit Advisory, on how new media companies can't compete with the be...
Feb 05, 2019•28 min
Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on China trade talks and what the Huawei charges could mean for 5G networks. Peggy Collins, Investing Team Leader for Bloomberg, on "Bond King" Bill Gross retiring after four decades in the industry. Ian Webber, CEO of Global Ship Lease (NYSE: GSL), on the global trade environment and impact of trade negotiations, and the company's recent merger. Jon Swallen, Chief Research Offic...
Feb 04, 2019•28 min
Mike Collins, Senior Portfolio Manager at PGIM Fixed Income, on the bond market and current portfolio positioning. Jonathan Tyce, Senior EU Banks analyst for Bloomberg Intelligence, on Deutsche Bank's earnings and outlook: can this bank survive? John Kilduff, Founding Partner of Again Capital, on Big Oil earnings, and oil price outlook. Shira Ovide, Bloomberg Opinion technology columnist, on Amazon's earnings picture and other Big Tech earnings. Hosted by Lisa Abramowicz and Paul Sweeney. See om...
Feb 01, 2019•30 min
P+L co-host Lisa Abramowicz sits down with Cumberland Advisors Co-Founder David Kotok to talk about his career path, stand out moments, and the advice he gives current students in business school. See omnystudio.com/listener for privacy information.
Jan 31, 2019•35 sec
Gordon L. Johnson, Managing Director and analyst at Vertical Group, on why he would be aggressively adding to any Tesla short position here. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook earnings and outlook--and why Amazon may have the advantage in the advertising front. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on how a new Venezuela can avoid the oil curse. Leland Miller, CEO of China Beige Book, on how investors are misun...
Jan 31, 2019•30 min
Dr. Sam Natapoff, President of Empire Global Ventures, on the difficulty in China trade talks and the Brexit vote outcome. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on how content has been driving earnings in media and telecoms like Apple and AT&T. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on Apple earnings and outlook. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on where the Fed balance shee...
Jan 30, 2019•30 min
David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on what to expect from the Fed on the balance sheet, and his outlook for markets. Therese Raphael, Bloomberg Opinion editor, on the stakes at play for today's Brexit vote in Parliament. Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on the Huawei charges and how this will impact US-China trade relations. Shira Ovide, Bloomberg technology columnist, o...
Jan 29, 2019•35 min
Susan Crawford, Harvard Law professor and former Special Asst. for Science, Technology, and Innovation Policy during the Obama administration, discusses her new book, "FIBER: The Coming Tech Revolution—And Why America Might Miss It." Bill Barker, Portfolio Manager of the Motley Fool Small Mid-Cap Growth Fund, on why it’s a good time for both growth and value investors in mid-caps. Jeff Saut, Chief Investment Strategist: Equity Research at Raymond James, on why he's bullish on equities in 2019. K...
Jan 28, 2019•26 min
Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on why it may be too little, too late, for PG&E. Yacov Arnopolin, Portfolio Manager: Emerging Markets at Pimco, on Venezuela, and outlook for EM markets. Mike McGlone, commodity strategist for Bloomberg Intelligence, on bitcoin’s evolution to digital gold. Martin Kremenstein, Head of ETFs at Nuveen,on ETF trends, growth in ESG assets and opportunities in fixed income ETFs. Hosted by Abramowicz and Paul Sweeney. See o...
Jan 25, 2019•27 min
Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on Venezuelan assets, as the opposition government tries to seize power. Javier Blas, Chief Energy correspondent for Bloomberg Intelligence in London, on oil markets and reaction to turmoil in Venezuela. Mike Konzen, CEO of a leading design & architecture firm PGAV Destinations, on designing thrill, the future of travel and 2019 trends. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for...
Jan 24, 2019•32 min
Patrick Winters, Bloomberg News Swiss Finance Reporter, will discuss his story on UBS warning that the worst may not be over after clients pulled $13 billion in assets during a market meltdown in the final months of 2018. Michael Hirson, Director: Asia at Eurasia Group, discusses China economy and trade negotiations. Stewart Glickman, Head of Energy Research at CFRA Research, discusses oil and earnings. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, gives h...
Jan 22, 2019•26 min
Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on China offering a path to close the trade gap and impact to markets. Paul Light, Professor of Public Service at New York University, on the shutdown has putting a spotlight on the growth of contracted government employees, as the number of full-time employees has stagnated. Brendan Brown, Senior Fellow at The Hudson Institute, on why a“no deal Brexit” is the most likely-and best-outcome for freedom and prosperity in the ...
Jan 18, 2019•27 min
Jim Bianco, President and Founder of Bianco Research and a Bloomberg Opinion columnist, on markets and the outlook for a recession. Peter Elliot, Editor for Bloomberg Reserve and food and wine expert, discusses how fine dining may be becoming out of reach --except for the extremely wealthy. Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on Morgan Stanley and banks outlook. Ben Steverman, personal finance editor for Bloomberg, on the legacy of Jack Bogle, the founder ...
Jan 17, 2019•30 min
Dr. Sam Natapoff, President of Empire Global Ventures, on the Brexit vote outcome. Hosted by Abramowicz and Paul Sweeney. Mark Douglas, CEO of Steelhouse, on Netflix raising prices and why this indicates it will be a blowout quarter. Kevin Hart, Founder and CEO of Green Check Verified (GCV) on their cloud-based technology platform that manages regulatory issues for the legal cannabis space. Chris Flavelle, Climate Policy Reporter for Bloomberg, on why the shutdown could get a lot worse, as agenc...
Jan 16, 2019•27 min
Charles Peabody, President of Portales Partners LLC, on bank earnings and outlook. Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on why Theresa May is a dead woman walking. George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on China's economic outlook and how this plays into trade negotiations. Drew Armstrong, U.S. Healthcare team leader for Bloomberg, on Walmart leaving CVS's pharmacy network. See omnystudi...
Jan 16, 2019•27 min
Andrew Browne, Bloomberg Editorial Director for New Economy Forum, on how Trump has hidden allies behind China lines in the trade war. Yalman Onaran, Senior Finance Writer for Bloomberg, on Citibank and bank earnings. Chris Russo, Head of Houlihan Lokey's Sports Practice, on pro-sports M&A, esports valuations, and whether momentum for sports gambling will continue. David Kudla, Founder and CEO of Mainstay Capital Management, on the big news out of the North American International Auto Show i...
Jan 14, 2019•28 min
David Bier, Policy Analyst for the Cato Institute, on border wall standoff and whether President Trump's wall and immigration proposals are the best for national security. Tom Atteberry, Partner and Portfolio Manager at FPA (First Pacific Advisers), discusses why investors aren't being compensated for credit and duration risk. James McCormack, Global Head Global Sovereigns and Supranational at FitchRatings, on why they issued a warning for U.S. sovereign debt. Francois Sonneville, Senior Beverag...
Jan 11, 2019•29 min
Phil Orlando, Chief Equity Market Strategist at Federated Investors, on why he's bullish on U.S. equities. Steve Blitz, Chief Economist at TS Lombard, on what the Fed will do this year. Matt Boyle, Global business reporter for Bloomberg, on retailers casting doubt on what was supposed to be a strong holiday season. Stephen Schork, President of the Schork Group, on oil and gas markets. Hosted by Pimm Foxx and Lisa Abramowicz. See omnystudio.com/listener for privacy information....
Jan 10, 2019•27 min
Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on U.S.-China trade talks, and how China’s weakening economy is impacting the negotiations. Jim Vogel, Interest Rate Strategist for FTN Financial, on the weak demand at the Treasury auction, and Fitch sending the U.S. a triple-A rating warning over the shutdown and debt ceiling. Ramesh Ponnuru, Senior Editor at National Review and a Bloomberg Opinion columnist, on Trump's immigration speech, and how the GOP is handling Trump's...
Jan 09, 2019•30 min
Noah Feldman, Harvard Law professor and a Bloomberg Opinion columnist, discusses his column: "No ‘Emergency’ Will Allow Trump to Build His Wall." Leland Miller, CEO of China Beige Book International, on China trade negotiations and China's debt problem. Damian Sassower, Chief Emerging Market Credit Strategist for Bloomberg Intelligence on how the $225 billion of maturing EM dollar debt in 2019 will impact the market. Keith Merker, CEO of WeedMD (TSXV:WMD), on the acute cannabis supply shortage i...
Jan 08, 2019•30 min
