Tom Gimbel, Founder and CEO of LaSalle Network, discusses the September payroll report and the relationship between low unemployment and wage figures. Doug Cohen, Managing Director at Athena Capital Advisors, discusses the September labor report, the outlook for Fed rate cuts, and US-China trade. Max Nisen, Bloomberg Opinion Biotech, Pharma and Health Care Columnist, discusses the Trump Administration’s executive order aimed at steering more seniors into privately managed Medicare Advantage plan...
Oct 04, 2019•26 min
Bloomberg Economics Senior U.S. Economist Yelena Shulyatyeva, will discuss today’s ISM non-manufacturing data and preview Friday’s payrolls report. George Young, portfolio manager of the Villere Balanced Fund, will discuss managing risk, what's ahead for the remainder of 2019, and investment strategy. Damian Sassower, Chief Emerging Markets Credit Strategist, will discuss his column on Argentina’s debt stock, and the latest emerging markets news. Apex Clearing CEO Bill Capuzzi, on why the indust...
Oct 03, 2019•24 min
Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on U.S ADP Employment Report, markets, and economic outlook. Therese Raphael, Bloomberg Opinion Editor, will discuss UK Prime Minister Boris Johnson’s speech today and the possibility of a no-deal Brexit. Compass Diversified Holdings CEO Elias Sabo, will discuss impact of the trade war on CODI’s business, and expectations for consumer spending. Mark Zeukilin, New CEO of Canopy Growth Corporation, the world's largest cannabis company,...
Oct 02, 2019•25 min
David Ritter, BI Senior Industrial Analyst, will discuss today’s news that Charles Schwab is eliminating commissions for stocks, ETFs and options listed on U.S. or Canadian exchanges. Timothy Fiore Chairman of the Manufacturing Business Survey at the Institute for Supply Management, on ISM Manufacturing data. Jackie Kelley, Americas IPO Leader at EY, will discuss the current IPO market, how Q3 was in terms of IPO activity, and outlook moving forward. Rob Lynch, Papa John’s CEO, will join to disc...
Oct 01, 2019•21 min
Sonali Basak, Bloomberg Investment Reporter, will discuss WeWork withdrawing the prospectus for its postponed IPO. Brian Chappatta, Bloomberg Opinion debt columnist, will discuss his column on Investment-grade companies shaking off repo strains, while IPO flops to borrow more than ever. Jeff Powell, Managing Partner at Polaris Greystone Financial Group, will discuss market outlook and potential impact of Trump impeachment inquiry. Eyal Grayevsky, CEO & Co-Founder of Mya Systems on the emerge...
Sep 30, 2019•24 min
Carin Pai, Head of Equities, Fiduciary Trust Company International, with markets commentary, and how equity performance is reflecting views on trade policy and interest rates. Noah Feldman, Professor at Harvard Law and Bloomberg Opinion columnist, will discuss his column on why the whistle-blower complaint against President Trump shows impeachable crimes. Regina Mayor, Global Sector Head for Energy and Natural Resources at KPMG, discusses the results of KPMG’s 2019 CEO Outlook-- climate change w...
Sep 27, 2019•29 min
Alex Wayne, Bloomberg News White House Team Leader, will discuss President Trump releasing a rough transcript of call with Ukraine. Justin Sink, Bloomberg News White House Reporter, will discuss Nancy Pelosi launching a formal impeachment inquiry of Donald Trump. Dilhan Pillay, new CEO of Temasek International, on his new role and current investment outlook. Shira Ovide, Bloomberg Opinion technology columnist, on latest WeWork news and CEO Adam Neumann stepping down. Hosted by Paul Sweeney and L...
Sep 25, 2019•28 min
Saleha Mohsin, Bloomberg News U.S. Treasury Reporter, will recap President Trump’s UN address. Seventh Generation CEO Joey Bergstein discusses their effort to address global climate change and the growth outlook for environmentally safe products. Edward Evans, Bloomberg News Europe Columnist, Will discuss today's ruling that Boris Johnson's suspension is unlawful. Kendrick Nguyen, CEO and co-founder of Republic, on start-up investing and IPOs, equity crowdfunding, and developing a protocol for c...
Sep 24, 2019•23 min
Shira Ovide, Bloomberg Opinion technology columnist, on SoftBank pressuring WeWork CEO Adam Neumann to step down as its IPO falters. John Authers, Senior Editor for Bloomberg Markets, and Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, discuss how the Fed has handled the repo ruckus, as well as Bill Dudley's recent controversial op-ed. Corlis Murray, SVP and Head of Engineering at Abbott, discusses creating a blueprint for high school internship programs that helps expose girls to...
Sep 23, 2019•30 min
Michael McDonough, Chief Economist for Financial Products at Bloomberg LP, on why he expects an interim, cosmetic trade deal with China. Harold Edwards, CEO of Limoneira (Nasdaq: LMNR), on the global growth of lemon and avocado consumption, and managing the trade war. Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on how the Fed can enact policy to mitigate repo market squeezes. Eric Roston, sustainability edi...
Sep 20, 2019•28 min
Tom Kennedy, Global Head of Macro & Fixed Income Strategy at J.P. Morgan Private Bank, discusses the Fed injecting cash for a third day and the latest interest rate cut. Bob Ryan, Chief Strategist, Commodity & Energy Strategy for BCA Research, talks about the oil market. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at the Conference Board, on the August U.S. Leading Economic Index. See omnystudio.com/listener for privacy information....
Sep 19, 2019•20 min
Bob Burgess, Bloomberg Opinion editor, on his column, "Markets Have Three Wishes. One May Come True." Melissa Reagen, Head of U.S. Research at Nuveen Real Estate, discusses the latest market trends in real estate, in light of the current uncertain economic environment. Hugh Nickola, Principal and Head of Fixed Income at Gentrust, and Alex Harris, Bloomberg bond reporter, on the Fed injecting more liquidity into the money markets. Tracey Davies, President of Money 20/20, to discuss her outlook fo...
Sep 18, 2019•28 min
Bloomberg Intelligence U.S. Rates Strategist Ira Jersey on the New York Fed conducting its first overnight system repurchase agreement in a decade. Doug Duncan, Fannie Mae Senior Vice President and Chief Economist on the housing market. Ellen Wald, Atlantic Council Global Energy Center Non-Resident Senior Fellow on oil plunging on a report Saudis may soon resume 70% of lost output. See omnystudio.com/listener for privacy information.
Sep 17, 2019•20 min
Peter Cecchini, Cantor Fitzgerald Global Chief Market Strategist, on the oil markets and signs of pure froth emerging in credit markets. David Welch, Bloomberg's Detroit Bureau Chief, on the GM worker strike. John Kilduff, Founding Partner of Again Capital, on oil surging to $71 a barrel after a strike on a Saudi Arabian oil facility. Wolfgang Koester, Senior Strategy Officer at Kyriba, on the winners and losers in the US-China currency war. Hosted by Lisa Abramowicz and Paul Sweeney. See omnyst...
Sep 16, 2019•27 min
Retail Sales Optimism & Central Bank Stimulus (Podcast)Constance Hunter, Chief Economist at KPMG, on retail sales and how the Fed could react to the ECB and Draghi's QE. Kelly Steckleberg, CFO of Zoom, on Q2 earnings, and HSBC's commitment. Mark Mader, CEO of Smartsheet, on the company's growth and trends in the workspace segment, as well as recent IPOs like Slack, Zoom and upcoming WeWork. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy information....
Sep 13, 2019•21 min
Max Nisen, Bloomberg Opinion health care columnist, on the need for aggressive FDA regulation and oversight of e-cigarettes. Kit Juckes, Global Fixed Income Strategist for Societe Generale, on the ECB rate decision and why QE isn't the answer for growth. Mike Massaro, CEO of Flywire, on the massive shift undergoing the payments industry. Harvard Business School Professor and former investment banker Vikram Gandhi on impact and sustainable investing. Hosted by Lisa Abramowicz and Paul Sweeney. Se...
Sep 12, 2019•29 min
Anwiti Bahuguna, Senior Portfolio Manager and Head of Multi-Asset Strategy for Columbia Threadneedle Investments, on the current investment outlook and the US-China trade saga, Ken Fisher, Founder and Executive Chairman of Fisher Investments, on the shift from momentum to value stocks, Sarah Sayed, Bloomberg News Reporter, on Hong Kong Exchanges unexpected bid for the London Stock Exchange, and Michael Tannenbaum, CFO of Brex, on the challenges Fintech startups face as they scale. Hosted by Lisa...
Sep 11, 2019•34 min
Christopher Wolfe, Chief Investment Officer for First Republic Private Wealth Management, on his current investment outlook and private markets. John Butler, Senior Telecom Services & Equipment Analyst at Bloomberg Intelligence, on AT&T's outlook. Sakhila Mirza, senior director of the London Bullion Market Association, discusses gold and developments in the global precious metals markets. Rich Miller, Bloomberg economics reporter, on how the richest could lose billions under Elizabeth Wa...
Sep 11, 2019•26 min
Jelena McWilliams, Chairman of the FDIC, on the evolution of fintech and the role of regulators. Brad Levy, Global Head of Loans and CEO of MarkitSERV/IHS Markit, on the financial system of the future, and why we haven't seen a real credit event in the loan market. Dr. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on why regulators should be wary of Saudi Aramco tapping the Kingdom's richest to be anchor investors for its IPO. Nadine Chakar, Head of Global ...
Sep 10, 2019•27 min
Vincent Cignarella, Global Macro Strategist for Bloomberg & Carl Riccadonna, Bloomberg Economics Chief U.S. Economist, on the jobs report. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, on jobs data and the economy. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the jobs report, credit markets, negative yields, and his current investment strategy. Daniel McGahn, CEO of American Superconductor, discusses their...
Sep 06, 2019•31 min
Therese Raphael, Bloomberg Opinion Editor, will discuss the latest Brexit news, and how Boris Johnson’s brother quit the government in protest at his Brexit strategy. Shawn Donnan, Bloomberg News Senior Trade Reporter, will discuss the latest in U.S, China trade talks. Stephen Schork, President of the Schork Group and Editor of The Schork Report, on oil and gas markets. Cheryl Miller, AutoNation’s CEO and President, on the auto industry and the loan landscape. See omnystudio.com/listener for pri...
Sep 05, 2019•31 min
John Authers, Senior Editor for Bloomberg Markets, will discuss why U.K. Prime Minister Boris Johnson’s Brexit strategy is in tatters after UK government loses majority in parliament. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on markets and current investment outlook. Chris Condon, Federal Reserve Reporter, will discuss what’s a busy day for Fed speakers, and also why Boston Fed President Eric Rosengren is unconvinced the central bank needs to cut interest rate...
Sep 04, 2019•29 min
Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, discusses her column on Brexit and the latest on overnight volatility with the pound, and parliament reassembling after the summer break. Tom Stringfellow, CIO at Frost Investment Advisors, on markets and investment strategy. Jason Schenker, President of Prestige Economics and a Bloomberg Opinion columnist, on oil markets and what's driving the economy. Leland Miller, CEO of China Beige Book International, on the...
Sep 03, 2019•27 min
Marcus Ashworth, Bloomberg Opinion columnist covering European markets, on why 100-year bonds could significantly alter how interest-rate risk is traded. Deepak Puri, Americas CIO at Deutsche Bank Wealth Management, discusses why equities still have legs. Harvey Manes, author of Collecting Art For Pleasure And Profit and Board member at the Nassau County Museum of Art (NCMA), on why it's time to diversify your portfolio by investing in art. Matthew Palazola, Senior Insurance Industry Analyst for...
Aug 30, 2019•30 min
Michael Halen, Senior Restaurant Analyst for Bloomberg Intelligence, on the Popeye's chicken sandwich phenomenon. Scott Flanders, CEO of eHealth, on trends in health care insurance and what’s driving growth. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on how the trade war is killing capital investment. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on China's response to Trump that it wouldn...
Aug 29, 2019•28 min
Gordon Johnson, Managing Director at Vertical Group, on US steel markets and pending impacts from Trump's trade war: more pain ahead. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on his current investment outlook and whether a recession is coming. Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund, on how assets are reacting to Boris Johnson's Parliament gambit and Italy elections. Drew Singer, Bloomberg IPO reporter, on Peloton's IPO filing. Hosted by...
Aug 28, 2019•25 min
Tara Lachapelle, Bloomberg Opinion deals and media columnist, on Philip Morris in talks to merge with Altria. Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses his Summer Intelligence report. Brendan Ahern, Chief Investment Officer at KraneShares, discuss the latest salvo in the China trade war and how China assets are reacting. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on emerging...
Aug 27, 2019•26 min
Nathan Sheets, Chief Economist for PGIM Fixed Income, discusses the U.S., China trade war. He says the tensions have escalated another notch, and a near-term de-escalation does not seem likely. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, discusses how the trade war is impacting the markets and economy. He says he took his allocation down after ‘toxic sentiment’ in the markets. Hosts: Lisa Abramowicz and Paul Sweeney. Producer: Paul...
Aug 26, 2019•22 min
Jackson Hole/Fed roundtable with Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors and Former Director of Research at the Atlanta Fed, along with Bloomberg's Matt Boesler, Fed reporter, Kathleen Hays, global politics and policy editor, and Dave Wilson, stocks editor. Christopher Balding, Associate Professor at Fulbright University Vietnam and a Bloomberg Opinion columnist, on China's retaliatory tariffs, and the difficulty that manufacturers are facing in shifting ...
Aug 24, 2019•26 min
Christine McCracken, Animal Protein Analyst at Rabobank, discusses what’s happening with U.S. pork producers. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters in Business on Bloomberg Radio, discusses the #TrumpRecession and stakeholder capitalism. Anurag Rana, Senior Analyst of Software & IT Services for Bloomberg Intelligence, on why Salesforce is a good place to hide in a downturn. Bart van Ark, Conference Board’s Chief Economist, on ...
Aug 22, 2019•28 min
