Lananh Nguyen, Bloomberg finance reporter, on BofA jolting traders with talk of a flat bonus pool, in an omen for Wall Street. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and Bloomberg Opinion contributor, discusses the labor market backtracking, and why Yellen isn't the best choice for Treasury Secretary. John Kilduff, Founder of Again Capital, on why jet fuel will have a big year in 2021. Laird Landmann, Co-Director of Fixed ...
Nov 25, 2020•28 min
David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on why markets are looking forward to the end of Trump chaos and covid. Nick Colas, co-Founder of DataTrek Research, on market exuberance, and Janet Yellen as Treasury Secretary. Charlotte Ryan, Bloomberg aviation reporter, on why covid passports are the key to resuming international travel. Steven Arons, German banks reporter for Bloomberg, on Deutsche Bank considering 40% permanent work-from-home policy. Hosted by Pau...
Nov 24, 2020•27 min
Everett Millman, precious metals specialist with Gainesville Coins, on his outlook for gold and precious metals. "Banker to the World" Bill Rhodes, former Chairman of Citibank and President and CEO of William Rhodes Global Advisors, on the G20 and China economy. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, on AstraZeneca's vaccine data showing 70-90% effectiveness. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy i...
Nov 23, 2020•30 min
Bloomberg's Saleha Mohsin, U.S. Treasury reporter, and Mike McKee, International Economics & Policy Correspondent, discuss Treasury Secretary Steven Mnuchin clashing with the Fed over returning unused funds back to the Treasury. Lindsey Piegza, Chief Economist at Stifel, on the U.S. economy losing steam. Brian Chappatta, Bloomberg Opinion debt columnist, discuss his column: "Should Corporate Zombies Give You Nightmares?" Lauren Sauer, Johns Hopkins University Associate Professor of Emergency...
Nov 20, 2020•28 min
Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the 60-40 portfolio. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at The Conference Board, on the November Leading Index and slowing recovery. Bryan Fairbanks, CEO of TREX, on how the pandemic has boosted outdoor living and home renovation. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy information....
Nov 19, 2020•24 min
George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Boeing Max cleared to fly by the FAA, and Sarah Ponczek, Bloomberg cross-asset reporter, on markets and assets. Joe Mastrangelo, CEO of Eos Energy Enterprises (EOSE: Nasdaq), on their zinc battery technology, and taking the company public thru a SPAC. Doug Duncan, Chief Economist at Fannie Mae, on the red hot demand for housing. Internet pioneer Alan Meckler, Managing Partner at Asimov Ventures, on t...
Nov 18, 2020•31 min
Burt Flickinger, Managing Director at Strategic Resource Group, on retail earnings and why the covid supply shock hasn't improved. Ben Slavin, Global Head of ETFs, Asset Servicing, at BNY Mellon, on the resiliency of ETFs amid the covid crisis. Alyssa Cutright, head of global payments for eBay, on payments after their split with PayPal. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses why bond markets are range-bound. Hosted by Paul Sweeney and Vonnie Quinn. Se...
Nov 17, 2020•28 min
As the earth is facing an increasingly consequential climate crisis, inquisitive minds all over the globe are hard at work trying to find solutions. Many of them have been able to translate their eureka moments into action at a greater pace and scope than the sometimes gloomy headlines will have us think. In this four part miniseries we'll meet the visionary minds who attempt to sculpture the future of sustainable energy and global resources. We'll get a peek behind the curtains of their factory...
Nov 17, 2020•11 min
Moderna CEO Stephane Bancel speaks with Bloomberg's Alix Steele and Guy Johnson on the company's covid vaccine trials, found to be 94% effective. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research for Bloomberg Intelligence, and Sarah Ponczek, Bloomberg cross-asset reporter, weigh in on the news. Tuna Amobi, Equity Research Analyst at CFRA Research, on outlook for the travel and hospitality industry. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privac...
Nov 16, 2020•19 min
Dr. Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on his outlook for the U.S. economy, and how the US-China relationship will look under Biden. Tara Lachapelle, Bloomberg Opinion media and deals columnist, discusses her column: "Meet Disney+, Formerly Known as Walt Disney Co." Arun Sundaram, equity analyst at CFRA Research, answers the question: Is Biden better for rural America? Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on what's driv...
Nov 13, 2020•28 min
Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses Trump's fraudulent election claims, stimulus, and central banks. Tai Lopez, Executive Chairman of Retail Ecommerce Ventures (REV), on their business model of acquiring distressed retail brands and relaunching into the online retail marketplace. Sarah Ponczek, Bloomberg cross-asset reporter, on oil breaking out and the reflation trade. Hans Olsen, CIO of Fiduciary Trust C...
Nov 12, 2020•32 min
Wanda James, founder and CEO of Simply Pure Dispensary, discusses the national trend to legalizing recreational marijuana. Jim Paulsen, Chief Investment Strategist of The Leuthold Group, on why positive forces will keep the U.S. economic recovery on track. Jeylan Mammadova, Global Sector Lead for Healthcare for Third Bridge, discusses her outlook for the Pfizer vaccine and other covid treatments. On Veteran's Day, Toby Harshaw, National Security writer and Bloomberg Opinion editor, discusses how...
Nov 11, 2020•27 min
Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on Trump's firing of Defense Secretary Esper, and the decapitation of the defense department. June Grasso, Bloomberg Legal Analyst and Host of Bloomberg Law, on Obamacare facing a Supreme Court showdown. Dr. Amesh Adalja, Senior Scholar and Infectious Disease physician at the Johns Hopkins Center for Health Security, on the Pfizer vaccine and the covid explosion across the U.S. Ira Jersey, ...
Nov 10, 2020•29 min
Max Nisen, Bloomberg Opinion biotech and health care columnist, on Pfizer's vaccine data showing it prevents 90% of covid infections. Mike Mayo, Senior Banking Analyst at Wells Fargo Securities, on the big day for the banks. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the importance of the Georgia runoff and his current strategy post-election. Thomas McLoughlin, Head of Americas Fixed Income at UBS Global Wealth Management, on bond markets after positi...
Nov 09, 2020•32 min
Tom Gimbel, CEO of global staffing company LaSalle Network, on the jobs report and the hiring landscape. Eddie Perkin, Chief Equity Investment Officer at Eaton Vance, on impact on markets and the growth-value debate. Lionel Laurent, Bloomberg Opinion columnist, discusses his column, "Biden’s Lead Is Bittersweet For America’s Allies." Lauren Sauer, Johns Hopkins University Associate Professor of Emergency Medicine, on how the exponentially rising covid cases will soon overwhelm health care worker...
Nov 06, 2020•32 min
Marvin Loh, Global Macro Strategist at State Street, on what to expect from the Fed, as the likelihood of a split government dampens stimulus expectations. Kate Barton, Global Vice Chair of Tax at EY, discusses the reversal in tax strategies as the Blue Wave doesn't materialize. Ken Shea, Senior Analyst Global Food, Beverages & Tobacco for Bloomberg Intelligence, on U.S. states gearing up for a legal pot boom, as cannabis ballot measures pass in 5 more states. Joshua Green, Bloomberg Busines...
Nov 05, 2020•34 min
Justin Levitt, Professor of Constitutional Law at Loyola Law School, on why there isn't a legal basis for contesting the election. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on bond markets and his current election outlook. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, discusses how the election has impacted her outlook for the economy, and a preview of the FOMC. Timothy O'Brien, Senior Columnist...
Nov 04, 2020•31 min
Kristina Hooper, Invesco Chief Global Market Strategist, on election scenarios and avoiding fear-driven decisions. Wendy Schiller, Chair of Political Science at Brown University, on why the election is tighter than many think. Nick Colas, co-Founder of DataTrek Research, on sector strategies surrounding the election. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses what bond markets are signalling. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/lis...
Nov 03, 2020•27 min
Jim Bianco, Founder and President of Bianco Research, on how bond markets pricing in the election. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on how to prepare for a likely contested election. Jonathan Bernstein, Bloomberg Opinion politics reporter, discusses his column: "Tomorrow Won't Be a Normal Election Day." Dr. Akshat Rathi, Bloomberg Green climate reporter, on what the U.S. election means for climate action. Hosted by Paul Swe...
Nov 02, 2020•27 min
Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, discusses his column: "U.S. May Need France-Like Lockdowns to Beat Covid." Laura Martin, Senior Media Analyst at Needham & Co., breaks down all the Big Media earnings. Dominic Nolan, Senior Managing Director at Pacific Asset Management, discusses how the global demand for yield is tightening spreads. Sarah Ponczek, Bloomberg cross-asset reporter, on the charts that are spooking Wall Street. Hosted ...
Oct 30, 2020•28 min
Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on his investment strategy and outlook for fixed income markets. Constance Hunter, Chief Economist at KPMG, on GDP and economic outlook. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, on Big Media's hearing and outlook for FAANG earnings. Stephanie Baker, Senior Writer for Bloomberg, discusses her Businessweek story: "Operation Warp Speed Could Shape Up to Be an $18 Billion Bargain." Hosted...
Oct 29, 2020•27 min
Jim Anderson, CEO of SocialFlow, on the Senate hearing with Facebook, Boogon Big Media's protection from legal liability for user content. Gina Martin Adams, Chief Equity Analyst for Bloomberg Intelligence, and Sarah Ponczek, Bloomberg cross-asset reporter, on what's behind the market sell-off. Dan Ives, Managing Director and Equity Analyst at Wedbush Securities, on Big Tech regulation and what to expect in earnings this week. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener ...
Oct 28, 2020•32 min
Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, discusses the October Consumer Confidence Index. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, talks about supply and the Libor transition. John Authers, Bloomberg Markets Senior Editor, walks through his column "Covid Fear Is Back and Driving Markets Again." And Jeylan Mammadova, Global Sector Lead for Healthcare at Third Bridge, shares earnings insights on top pharma firms Pfize...
Oct 27, 2020•26 min
John Kilduff, Founder of Again Capital, on how covid-19 is dashing hopes for an oil market recovery. David Lee, CFO of Impossible Foods, on how they are doubling the size of R&D to fuel international growth. Sarah Ponczek, Bloomberg cross-asset reporter, on the stay-at-home trade re-emerging over virus concerns. Craig Johnson, President of Customer Growth Partners, with their annual holiday retail forecast. Hosted by Paul Sweeney and Vonnie Quinn. See omnystudio.com/listener for privacy info...
Oct 26, 2020•27 min
Bolthouse Farms CEO Jeff Dunn on building a plant-based food economy. Brian Chappatta, Bloomberg Opinion debt columnist, discusses his column on the 1MDB scandal: "Goldman Clawbacks More Stunning Than $5 Billion." Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on Gilead's Remdesivir getting FDA approval as a covid-19 treatment. David Yaffe-Bellany, Bloomberg Washington legal reporter, on the big legal threats President Trump will face if he loses the election a...
Oct 23, 2020•29 min
Leslie Falconio, senior strategist at UBS Global Wealth Management, discusses how investors can add yield to their portfolios. Don McCree, Head of Commercial Banking at Citizens Bank, on the continued challenges facing the business community in the midst of COVID-19. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on airlines results. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, ...
Oct 22, 2020•29 min
Sarah Ponczek, Bloomberg cross-asset reporter, on how the epic S&P rally is powered by intangibles like algorithms and brands and lists. Joe Nocera, Bloomberg Opinion columnist, discusses his column: "Google Should Learn From Microsoft’s Tough Lesson." Peter Andersen, Founder of Andersen Capital Management, LLC, on enduring stocks that can weather any election outcome. Damian Sassower, Chief Emerging Markets Credit strategist for Bloomberg Intelligence, on the increased fiscal vulnerability ...
Oct 21, 2020•28 min
Jennifer Rie, Senior Litigation Analyst for Bloomberg intelligence, and Sarah Ponczek, Bloomberg cross-asset reporter, on the DOJ accusing Google of abusing market power. Kenneth Laub, composer, producer and World Trade Center real estate mogul, on how Broadway will be shuttered until May of 2021 and how NYC can’t survive without the arts. Tropical Smoothie CEO Charles Watson discusses their growth during the pandemic, and the commercial real estate landscape for franchises. David Katz, CIO of M...
Oct 20, 2020•27 min
Leland Miller, CEO of China Beige Book International, on why China's economic recovery is not so healthy. Robert Rosenberg, the former CEO of Dunkin’ Donuts, discusses his new book, "AROUND THE CORNER TO AROUND THE WORLD: A Dozen Lessons I Learned Running Dunkin’ Donuts." RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on bond markets and the election. Rob Brown, CEO of Lincoln International, on the state of M&A during covid. Hosted ...
Oct 19, 2020•27 min
Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the latest news surrounding covid vaccines, treatments, and spread. Kit Juckes, Chief Global FX Strategist for Societe Generale, on how assets are reacting after Boris Johnson threatening a no-deal Brexit. Ramesh Ponnuru, Senior Editor at the National Review and Bloomberg Opinion columnist, on Judge Amy Coney Barrett's confirmation hearings, and election politics. George Ferguson, Senior Analyst Aerospace: Defen...
Oct 16, 2020•25 min
