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Ariel Cohen, Senior Fellow at the Atlantic Council, on President Trump’s address to the UN, how it will impact Iran-US relations, and what to expect from this week’s assembly. Phil Torres, Global Co-Head of Emerging Markets at Aegon Asset Management, on why he bought Turkey this summer. Richard F. Chambers, President and CEO of The Institute of Internal Auditors (IIA), discusses why US corporations may have a false sense of security regarding the impact of a trade war. Shira Ovide, Bloomberg Opinion technology columnist, on the Instagram founders leaving Facebook. Hosted by Pimm Fox and Lisa Abramowicz.
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Al Hunt, Bloomberg Opinion columnist, and June Grasso, June Grasso, legal analyst and co-host of Bloomberg Law, on the political and legal implications surrounding reports that Rod Rosenstein is resigning or being fired. Barry Parkin, Chief Sustainability Officer for Mars Inc., on the company's plan to reduce the carbon footprint of its business and supply chain by more than 60% by 2050. Andrei Shleifer, Professor of Economics at Harvard University, discusses the financial crisis and his new book, A Crisis of Beliefs: Investor Psychology and Financial Fragility. Alicia Levine, BNY Mellon Investment Management Chief Market Strategist, on the rise of gender-lens investing and their new "Womenomics" fund. Hosted by Pimm Fox and Lisa Abramo
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Chris Remington,Director of Income Product & Portfolio Strategy at Eaton Vance, on whether investors are jumping into the leveraged loan market at the wrong time. Ian Wishart, Bloomberg European government reporter, on the messy divorce EU and Theresa May's Brexit negotiations, and the current outlook for Brexit. Tony Scherrer, Director of Research and Co-Portfolio Manager at Smead Capital Management, on their current investment and market outlook. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on the Etihad-Emirates merger, and JetBlue Founder Neeleman starting a new low-cost carrier.
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Peter Kraus, Founder and Partner of Aperture Investors and former CEO of AllianceBernstein, on launching a new approach to fund management: performance-based pay, and fees only if they beat the market. Lananh Nguyen, FX reporter for Bloomberg, on how dollar traders see the Fed's next rate hike as a big sell signal. Tom Orlik, Chief Economist for Bloomberg Economics, discusses the impact of a drawn out U.S.-China trade war, and China's plan for an import tax cut. Shira Ovide, Bloomberg Opinion columnist, on Amazon's new disruption target: convenience stores. Hosted by Pimm Fox and Lisa Abramowicz.
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Matt Tucker, Head of iShares Americas Fixed Income Strategy at BlackRock, on the fixed income market and consumer flows. Sam Masucci, CEO of ETF Managers Group, on money flowing out of cyptocurrencies into cannabis ahead of Canada legalizing weed on Oct 17. Mike Jackson, Chairman, CEO and President of AutoNation, discusses why he is stepping down and making the transition to Executive Chairman in 2019, and what lies ahead for the company. Danielle Hale, Chief Economist for Realtor.com, discusses whether the American Dream of home ownership is still attainable. Hosted by Pimm Fox and Lisa Abramowicz.
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Nigel Travis, Executive Chairman of Dunkin' Brands, discusses his new book, "The Challenge Culture," and outlook for the brand. Leland Miller, CEO of China Beige Book International, on China retaliating to Trump imposing $200 billion in tariffs, and how China’s economy may be impacted. Scott Lawlor, CEO of Waypoint Residential, on the real estate cycle, housing trends and investment opportunities. Julian Lee, Bloomberg oil strategist in London, on how Iran sanctions are biting and impacting oil markets. Hosted by Pimm Fox and Lisa Abramowicz.
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Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations, on the latest tariffs push in the Trump/China trade war. Denise Chisholm, Sector Strategist at Fidelity, on outlook for markets and sector analysis. Kyle Stock, senior correspondent for Bloomberg, on how self-driving cars can't handle rain, sleet or snow. Dr. Ellen Wald, energy analyst and President of Transversal Consulting, and Toby Harshaw, Bloomberg Opinion editor, on oil byproduct loopholes in the Iran sanctions before they hit in November.
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GUESTS:
Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on impact to utilities from Hurricane Florence.
Michael Brandes, chief investment strategist of Itaú Private Bank, on emerging markets, corporate bond markets and central banks.
Chris Macke, Founder of Solutionomics, on why the Republican push for "Tax Reform 2.0" would add insult to injury, and what his solution would be.
Bloomberg's Kristine Owram, Canadian cannabis reporter, and Tara Lachapelle, deals and media columnist, on the turbulence in pot stocks and why liquor companies are the first movers on marijuana, and not Big Tobacco. -
GUESTS:
Bethany McLean, co-author of the bestseller "The Smartest Guys In The Room: The Amazing Rise and Scandalous Fall of Enron," discusses her new book, "Saudi America SAUDI AMERICA: The Truth About Fracking and How It’s Changing the World."
Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Financial Group (NYSE: CFG), to discuss M&A trends in the market, tax and regulatory reform, and the loan environment.
Vincent Cignarella, Global Market Strategist for Bloomberg, on Turkey’s rate decision and impact to EM assets.
Matthew Boyle, U.S. retail reporter for Bloomberg, on why Kroger was punished for its earnings miss. -
Michael Rea, Founder and CEO of RX Savings Solutions, discusses how drug companies are ignoring Trump and raising prices, and the increase in spread pricing from PBMs. Hosted by Pimm Fox and Lisa Abramowicz. Mark Gurman, technology reporter for Bloomberg, reporting from Apple headquarters in Cupertino as the new product lineup is unveiled. Marty Sass, Chairman and CEO of MD Sass Associates, on his current investment strategy and market outlook. Tim Ross, UK government reporter for Bloomberg, on the UK and EU said to plan a special summit to sign a Brexit deal. Hosted by Pimm Fox and Lisa Abramowicz.
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Chris Ailman, Chief Investment Officer for CalSTRS, on his investment strategy, trade wars, and hedging the portfolio. Jim Anderson, CEO of SocialFlow, on creating a new blockchain-enabled digital advertising system that replaces the traditional ad model. Jeffrey Flynn, insurance analyst for Bloomberg Intelligence, and Brian Sullivan, energy and commodities reporter for Bloomberg, on Hurricane Florence, and which insurers are at risk. Mariana Mazzucato, economics professor and Director of the Institute for Innovation and Public Purpose at University College London, discusses her new book: "THE VALUE OF EVERYTHING: Making and Taking in the Global Economy." Hosted by Lisa Abramowicz and Pimm Fox.
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Eric Fine, Portfolio Manager:Emerging Markets Fixed Income Strategy for Van Eck Global, on emerging market strategy, and why he still likes Argentina. Porter Bibb, Managing Partner for MediaTech Capital Partners, on Les Moonves' departure from CBS, and what it means for the company. David Garrity, CEO of GVA Research, on Apple's upcoming product launch and impact of President Trump's twitter attack on Apple's production abroad. Aaron Brown, Bloomberg Opinion columnist and former head of financial market research at AQR Capital Management, on the crypto-currency wipeout. Hosted by Pimm Fox and Lisa Abramowicz.
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Gordon Johnson, Analyst and Managing Director at Vertical Group, on Tesla shares tanking after two top executives announced their departures, a day after CEO Elon Musk smoked a joint during an interview. Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on EM currencies and potential contagion. Kimberly Robinson, Supreme Court reporter for Bloomberg Law, on the Kavanaugh hearings, and what to expect next. Chris Low, Chief Economist at FTN Financial, on jobs data, the Fed, trade war impact, and outlook for the economy. Hosted by Pimm Fox and Lisa Abramowicz.
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"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisor on the emerging markets meltdown, Argentina, and trade negotiations. Bloomberg Opinion columnist Al Hunt discusses the anonymous NY Times op-ed, and what it means for the country and state of play in the White House. Clint Watts, Senior Fellow at the Foreign Policy Research Institute and Senior Fellow at the Center For Cyber and Homeland Security at The George Washington University, on how authoritarians have learned how to dominate social media. Brad Loncar, CEO of Loncar investments, on creating an ETF to track China's growing biotech space. Hosted by Pimm Fox and Lisa Abramowicz.
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Ken Kocienda, former Principal Engineer of iPhone software at Apple, discusses his new book, "Creative Selection: Inside Apple’s Design Process During the Golden Age of Steve Jobs." Mark Douglas, CEO of SteelHouse, weighs in on Twitter and Facebook testifying before the Senate today on election security. Manuel Henriquez, founder and CEO of Hercules Capital (NYSE: HTGC), on the IPO market for technology and life sciences companies and the venture lending landscape. Tom McGee, President and CEO of The International Council of Shopping Centers (ICSC), on its inaugural Global Perspectives report, which looks at the impact of the retail real estate industry in economies around the world. Hosted by Pimm Fox and Lisa Abramowicz.
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June Grasso, legal analyst and Bloomberg Law host, on what to expect from the Brett Kavanaugh Senate hearings. Burt Flickinger, Managing Director for Strategic Resource Group, on Nike's new ad campaign featuring Colin Kaepernick. Damian Sassower, Chief Emerging Markets Strategist for Bloomberg Intelligence, on Argentina and South Africa, and EM contagion. Shawn Donnan, Senior Reporter, Trade and Globalization for Bloomberg, on Trump's trade negotiations with Canada, and the $200 billion China tariffs.
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Gary Hufbauer, nonresident senior fellow at the Peterson Institute, on Trump's NAFTA renegotiation and how the Mexico agreement compares, and what Trump's goal is with trade for the US. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit market and current investment strategy. Gad Levanon, Conference Board's Chief U.S. Economist, discusses their new survey on how satisfied U.S workers are with their job. Toluse Olorunnipa, White House correspondent for Bloomberg, on highlights from Bloomberg's exclusive interview with President Trump. Hosted by Pimm Fox and Lisa Abramowicz. -
Michael Dean, Senior Analyst: European Automotive for Bloomberg Intelligence, and Josh Wingrove, Canada government reporter for Bloomberg, on the EU offering zero tariffs on cars for the U.S., and the latest in the Canada NAFTA negotiations. David Dietze, President and Chief Investment Strategist at Point View Wealth Management, on Warren Buffett and Berkshire Hathaway. Rob Haworth, Senior investment strategist for U.S. Bank Wealth Management, on investing in commodities and the oil sector. Hosted by Lisa Abramowicz and Pimm Fox. Annie Massa, investing reporter for Bloomberg, on how the 2008 crash forged BlackRock's growth into a $6.3 million asset manager.
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Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina outlook after President Macri asked the IMF to speed up payments from its $50 billion credit line. Antonio Ortiz-Mena, former Head of Economic Affairs at the Mexican Embassy, and Senior VP at Albright Stonebridge Group, on Trump's trade agreement with Mexico and how it compares to NAFTA. Alex Wayne, Bloomberg White House Team Leader, on White House counsel Don McGahn leaving the White House in the fall. Ted Pollak, video game technology analyst and co-founder of the GAMR ETF, discusses what's driving the global gaming industry.
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Shira Ovide, Bloomberg Opinion technology columnist, on Trump tweeting that Google rigs its search results to display only negative stories about him. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, on markets, current investment strategy, and why this bull market is now "capacity-challenged." Joe Nocera, Bloomberg Opinion columnist, on why President Trump's Mexico deal reveals another deficit. Lynn Franco, Director of Economic Indicators at the Conference Board, and Yelena Shulyatyeva, Senior US Economist for Bloomberg Economics, on August Consumer Confidence data.
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