Lananh Nguyen, finance reporter for Bloomberg, on the end of the bonus culture on Wall Street. Rick Helfenbein, former Chairman, President & CEO of the American Apparel & Footwear Association, on why the Phase 1 China trade deal is bad for retailers. Kristina Hooper, Chief Market Strategist at Invesco, on how the accommodative central banking environment will boost 2020 investing. Don Steinbrugge, Founder and CEO of Agecroft Partners, LLC, discusses the shifting nature of hedge funds. Ho...
Jan 13, 2020•26 min
John Kilduff, Founding Partner of Again Capital, on oil markets and Iran. Bart Van Ark, Chief Economist at the Conference Board, on their new Global CEO survey, and why wages remain stagnant. Alex Webb, Bloomberg Opinion technology columnist, on his column, "The Great Food-Delivery Fight Arrives in the U.S." Patrik Jonsson, President of Lilly Bio-Medicines, on acquiring Dermira for $1.1 billion, the maker of an experimental treatment for dermatitis. Hosted by Lisa Abramowicz and Paul Sweeney. Se...
Jan 10, 2020•28 min
Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the Iran situation. Sandy Cockrell, Global CFO Program Leader at Deloitte, on their quarterly CFO Signals survey, a temperature check of Fortune 500 CFOs. Joe Nocera, Bloomberg Opinion columnist, will discuss his column: "Carlos Ghosn Strikes Back, and Nissan Should Beware." Poonam Goyal, Senior Retail analyst for Bloomberg Intelligence, on disappointing holiday sales from de...
Jan 09, 2020•20 min
Ayham Kamel, Practice Head, Middle East & North Africa at Eurasia Group, on Iran and oil markets. Scott Wren, Senior Global Market Strategist, Wells Fargo Investment Institute, on markets and geopolitical risks. Justin Fox, Bloomberg Opinion columnist, discusses his column: "Lots of American Teens Are Still Shunning Cars." Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses Trump's impeachment and the Iran conflict. Hosted by Li...
Jan 08, 2020•28 min
Welles Fitzpatrick, Managing Director: E&P Research at SunTrust Robinson Humphrey, discusses how the Iran escalation will impact E&P stocks. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, and David Wainer, Bloomberg International government reporter, react to Secretary of State Mike Pompeo's press conference and the escalation with Iran. Jim Bianco, President and Founder of Bianco Research, discusses his column: Central Banks A...
Jan 07, 2020•29 min
Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discuss oil markets as Trump threatens sanctions on Iraq. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, on why he's bullish on U.S. small caps and large cap value stocks. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on why he's positive on EM for 2020. Alan Katz, Financial Investigations Team Leader for Bloo...
Jan 06, 2020•27 min
Peter Tchir, Head of Macro Strategy at Academy Securities, and Academy Securities Advisory Board Member Retired Marine Lieutenant General Robert Walsh discuss the market and geopolitical impact of the U.S. airstrike in Iran that killed one of Iran’s most powerful generals. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence and former adviser to the Dallas Fed, discusses her economic outlook including thoughts on oil, the Fed and employment. Craig Johnson, President of Cust...
Jan 06, 2020•28 min
Torsten Slok, Chief Economist at Deutsche Bank Securities, shares his 2020 outlook for markets and the global economy. He says when the Fed expands it balance sheet 1% the S&P goes up approximately 1% as well. Nick Colas, Co-Founder of DataTrek Research, breaks down the market narratives from 2018 and 2019 and what the narrative will be for 2020. Ronan Crosson, Head of Data Analytics at Eagle Alpha, discusses the escalating streaming wars and why he sees Netflix as an early leader. Steve Gro...
Jan 02, 2020•26 min
Dr. Win Thin, Global Head of Currency Strategy for Brown Brothers Harriman, discusses global currencies and what to expect from the dollar in 2020. Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, breaks down the December Consumer Confidence Index. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, shares his year-end outlook on gold and oil.; Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy informati...
Dec 31, 2019•19 min
Shehzad Qazi, Managing Director at China Beige Book International, on rising debt in China's economy. Matt Desch, CEO of Iridium, on the satellite landscape, Apple's foray, and the current outlook. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on credit markets and his current investment strategy. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on what 2020 holds for bitcoin and commodities. Hosted by Lisa Abramowicz and Paul Sweeney. Samara Lenga See omnyst...
Dec 30, 2019•30 min
Yalman Onaran, Senior Finance writer for Bloomberg, on the reality of Big Bank job cuts. Jim Vogel, Interest Rate Strategist for FTN Financial, on global market outlook, and why EM could benefit in 2020. Tara Lachapelle, Bloomberg Opinion media columnist, discusses her column, "What a Decade of Netflix Did to Hollywood." Logan Mohtashami, Senior Loan Officer at AMC Lending Group, on the housing market. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for privacy informatio...
Dec 27, 2019•26 min
Marvin Loh Senior Global Macro Strategist for State Street, on why he's bullish on risk assets heading into 2020. Dan Ives, Equity Analyst at Wedbush Securities, discusses the pivotal year ahead for Tesla and why he's raising his price target. Mike Halen, Senior Restaurant Analyst for Bloomberg Intelligence, on why North America restaurants face a tough year. Dr. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discuss oil markets and what to expect in 2020. H...
Dec 26, 2019•27 min
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on his column, "May the (Space) Force Be With You." Shira Ovide, Bloomberg Opinion technology columnist, on ByteDance said to weigh TikTok stake sale over U.S. security concerns, and Uber's Travis Kalanick departing the board. Denise Krisko, President of Vident Investment Advisory (VIA), on active ETFs to be on the rise in 2020. Sri Natarajan, Bloomberg finance reporter, on China's plans to...
Dec 24, 2019•30 min
Jason Robins, CEO of DraftKings, discusses going public in a sale that the company says will give it a market value of around $3.3 billion. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Boeing ousting CEO Muilenburg over the Max crisis. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses the 5 areas investors should take into account to navigate 2020. Bloomberg Intelligence fanboys Eric Balchunas and Ir...
Dec 23, 2019•30 min
Shira Ovide, Bloomberg Opinion technology columnist, on Apple exploring satellites to beam data directly to devices. Peter Kenney, Founder of Strategic Board Solutions, on markets and tailwinds. Julia Attwood, Head of Advanced Materials at BloombergNEF, to discuss how the world is facing a trash glut after China ban. James Fallon, Editorial Director of Women's Wear Daily, discusses holiday retail and consumer spending. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/listener for p...
Dec 20, 2019•29 min
Dan Daviau, CEO of Canaccord Genuity, talks about his outlook for 2020 for markets and beaten down cannabis sector. Vincent Deluard, Global Macro Strategist for INTL FCStone (NASDAQ: INTL), discusses his latest report, "Six Reasons for EM Outperformance in 2020. Max Nisen, Bloomberg Opinion health care columnist, on Obamacare in jeopardy after a federal court struck down the Obamacare individual mandate. Seema Shah, Director Consumer and Retail Trends at Creditntell, with a holiday retail previe...
Dec 19, 2019•29 min
Amanda Albright, municipal bond reporter for Bloomberg, on the death bell tolling for private colleges. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the impeachment of President Trump. Satish Jindel, President of SJ Consulting, on Fedex plunging after cutting its profit forecast. Jeff Burger, Senior Portfolio Manager for U.S. Municipal Bond strategies at Mellon Investments, on record flows and 2020 outlook. Hosted by Lisa Abr...
Dec 18, 2019•24 min
Anne Stevenson-Yang, Co-Founder and Research Director at J Capital Research, and a Bloomberg Opinion contributor, on why the China trade deal is full of hot air. Nick Colas, co-Founder of DataTrek Research, discusses the divergence in FAANG stocks and S&P over past 5 years. Marcus Ashworth, Bloomberg Opinion European markets columnist, on the pound sell-off following Boris Johnson's 2020 Brexit pledge. Karen Davies, Managing Director Sponsor Finance Group, Huntington National Bank, with her ...
Dec 17, 2019•29 min
Dan Ives, Equity Analyst at Wedbush Securities, discusses why the China trade deal removes $160 billion dark cloud from tech stocks. Marian Harkin, former member of the European Parliament and of the Irish Parliament, on what Boris Johnson's election means for Brexit and the EU. Lindsey Piegza, Chief Economist at Stifel, on red flags in the U.S. economy. Kit Konolige, Senior Industrials and Utilities Analyst for Bloomberg Intelligence, on PG&E sinking after California rejects restructuring p...
Dec 16, 2019•29 min
Leland Miller, CEO of China Beige Book International, on what the Chinese are saying about the China trade deal. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on his current investment outlook. Michael Hirtzer, Bloomberg agriculture reporter in Chicago, on how the China trade deal will impact agricultural goods and farmers. Danny Blanchflower, Professor of Economics at Dartmouth, former BOE policy maker and Bloomberg Opinion columnist, on the UK election and ec...
Dec 13, 2019•29 min
Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and a Bloomberg Opinion contributor, discusses the Fed and risks in consumer credit. Barry Ritholtz, Founder of Ritholtz Wealth Management and Bloomberg Opinion columnist, on the Fed and what he's reading. Shannon O'Neill, Senior Fellow for Latin America Studies at the Council on Foreign Relations, on the USMCA trade deal. Doug Duncan, Chief Economist at Fannie Mae, on home prices and...
Dec 12, 2019•30 min
Austin Carr, Bloomberg technology reporter, discusses how the world’s biggest media companies let temps hear millions of your private, sensitive recordings. Janelle Woodward, head of fixed income for BMO Global Asset Management and portfolio manager of the BMO TCH Core Plus Bond Fund, on their current credit market outlook. Frank Sorrentino, CEO of ConnectOne Bank (Nasdaq:CNOB), on the Fed, the economy and capital investment. Marvin Loh, Global Macro Strategist at State Street, on the Fed and th...
Dec 11, 2019•29 min
Laura Martin, Senior Analyst at Needham, on why Netflix needs to add a lower-priced service to compete. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, with his market outlook and a preview of the Fed. Christopher Wilson, Deputy Director of the Wilson Center's Mexico Institute, on the USMCA trade deal. Andy Browne, editorial director for Bloomberg New Economy, on China tariffs and the demise of the WTO. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/l...
Dec 10, 2019•28 min
Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, on the impeachment of President Trump, and his testimony to Congress. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on China pushing for more removal of foreign tech. Luca Paolini, Chief Strategist of London-based Pictet Asset Management, on his 2020 market forecast and why EM is the best opportunity. Regina Mayor, Global Energy Head at KPMG, on why she's in a bearish mood on crude. Hos...
Dec 09, 2019•26 min
Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, Jason Schenker, President of Prestige Economics and Chairman of the Futurist Institute, and John Authers, Senior Editor for Bloomberg Markets, discuss the jobs report, the economy and oil markets. Shira Ovide, Bloomberg Opinion columnist covering technology, on Facebook in talks for a big NY location, and a look at the astuteness of Mark Zuckerberg. Joshua Otten, CEO of RONIN, discusses how cannabis brands can promote themselves in a...
Dec 06, 2019•27 min
David Lafferty, Senior Vice President and Chief Market Strategist at Natixis Investment Managers, discusses current market conditions and his 2020 outlook. Amy Banse, Head of Funds at Comcast Ventures, discusses the venture capital landscape, competition, and current investments. Sarah Green Carmichael, Bloomberg Opinion columnist, on BlackRock’s Mark Wiseman being terminated for failing to disclose a personal relationship. Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, discusses t...
Dec 05, 2019•25 min
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why he sees a liquidity crisis coming. Laura Martin, Senior Analyst at Needham, and Mark Bergen, tech reporter for Bloomberg, on the Google founders changing the management structure. Dr. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discusses the OPEC meeting and the Saudi Aramco IPO. LivePerson CEO Rob LoCascio discusses the growth of AI chatbots. Hosted by Lisa Abramowicz and Paul Sw...
Dec 04, 2019•27 min
Matt Boyle, U.S. retail reporter for Bloomberg, on how supermarkets are preparing their high-tech battle against the existential threat of Amazon. Christian Magoon, CEO of Amplify ETFs and manager of the Amplify Online Retail ETF (IBUY), on Cyber Monday results. Brendan Murray, Bloomberg trade tsar, on France vowing retaliation over Trump's $2.4 billion tariff threat over a dispute over how Big tech is taxed. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on bond yield...
Dec 03, 2019•27 min
Brendan Murray, Bloomberg trade reporter, and Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, discuss Trump reinstating tariffs on steel and aluminum from Argentina and Brazil. Brendan Brown, Senior Fellow at The Hudson Institute, on why monetary pessimism has been a good guide to investment. Sarah Halzack, Bloomberg Opinion retail columnist, on Cyber Monday. Stephen Liberatore, Lead Fixed Income ESG Portfolio Manager at Nuveen, on bond markets, FOMC and rat...
Dec 02, 2019•28 min
Dan North, Chief Economist at North America at Euler Hermes, on this morning’s eco data. Sarah Halzack, Bloomberg Opinion retail columnist, will discuss retail sales and preview Black Friday. Mark Hamrick, Senior Economic Analyst for Bankrate, will discuss a Black Friday survey, which forecasts how much money Americans will be spending this holiday season. Matt Miller, CEO of Embroker, will discuss a Venture Capital report on the state of U.S startups. See omnystudio.com/listener for privacy inf...
Nov 27, 2019•24 min
