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Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

Episodes

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Published 2020-11-09

Pfizer's Robust Vaccine Data Comes With Caveats: Nisen

31 min Transcript
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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 positive vaccine and election news. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-11-06

The Industries That Are Hiring Right Now: LaSalle CEO

31 min Transcript
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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 workers. Hosted by Paul Sweeney and Vonnie Quinn. 

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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 Businessweek columnist, discusses his story: "Trumpism Is Here to Stay, No Matter Who’s in the White House." Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-11-04

No Plausible Legal Grounds To Contest Election: Levitt

31 min Transcript
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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 for Bloomberg Opinion, on the election results. Hosted by Paul Sweeney and Vonnie Quinn. 

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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. 

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Published 2020-11-02

The Return of Inflation Pushing Up Yields in 2021: Bianco

27 min Transcript
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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 Sweeney and Vonnie Quinn. 

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Published 2020-10-30

U.S. May Need France-Like Lockdowns to Beat Covid

28 min Transcript
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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 by Paul Sweeney and Vonnie Quinn. 

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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 by Paul Sweeney and Vonnie Quinn (Lisa Abramowicz filling in for Vonnie Quinn.) 

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Published 2020-10-28

Big Media Fends Off Congress Over Content: SocialFlow CEO

32 min Transcript
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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. 

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Published 2020-10-27

The October Consumer Confidence Index

26 min Transcript
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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 Pfizer, Merck, Sanofi and GSK.

Hosts: Vonnie Quinn and Paul Sweeney. Producer: Doni Holloway.

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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.

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Published 2020-10-23

Carrot Hot Dogs May Be Coming To A Stadium Near You

29 min Transcript
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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 and no longer has the DOJ to protect him. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-10-22

Credit Spread Cushion Is Pretty Much Gone: UBS's Falconio

28 min Transcript
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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, on how to glean knowledge from market experts. Hosted by Vonnie Quinn.

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Published 2020-10-21

Epic S&P Rally Is Powered By Assets You Can't See or Touch

27 min Transcript
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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 of developing nations. Hosted by Vonnie Quinn.

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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 Matrix Advisors, on markets and his current investment outlook. Hosted by Paul Sweeney and Vonnie Quinn. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-10-19

China's Recovery Lacks Consumer Demand: China Beige Book

26 min Transcript
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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 by Paul Sweeney and Vonnie Quinn. 

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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: Defense & Airlines for Bloomberg Intelligence, on Boeing's Max plane getting safe-to-fly approval by Europe’s aviation regulator.

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Published 2020-10-15

Gorman's Model Reaps Rewards for Morgan Stanley: Whalen

30 min Transcript
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Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and outlook. Sarah Ponczek, Bloomberg cross-asset reporter, on why earnings beats don't mean the same during this pandemic. Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on the dim outlook for the U.S. economy, and China gaining edge. Christian Magoon, Portfolio Manager of the Amplify Online Retail ETF (IBUY; $925M AUM), on another record Amazon Prime Day and the 2020 holiday season. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-10-14

'Cheap' Banks Group Poised For 2021 Rebound: CFRA's Leon

29 min Transcript
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Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings and outlook. Leading labour economist Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on the lack of U.S. stimulus and what to expect on the Brexit deadline. Sarah Halzack, Bloomberg Opinion consumer columnist, on Amazon Prime Day. Mike McKee, International Economics & Policy Correspondent for Bloomberg, on President Trump's address to the Economic Club of New York, Hosted by Vonnie Quinn and Paul Sweeney. 

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Published 2020-10-13

Bonus: Game Changers, Part 2

12 min Transcript
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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 floors, hear of the sometimes surprising origins of their ideas, and be introduced to a potentially greener tomorrow. In the second episode: Water Harvesting.

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Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Covid Commission Is Crucial for U.S. Recovery." Mark Douglas, CEO of Steelhouse, on signs of cracks in Apple's future. Bill Smead, Chief Executive Officer and Chief Investment Officer of Smead Capital Management, on his current investment strategy, and the concentration of money in the Big Tech monopolies. Steven Strauss, visiting professor at the Princeton School of Public and International Affairs, discusses the sweeping antitrust reforms targeting Big Tech. Hosted by Paul Sweeney and Vonnie Quinn. 

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Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Morgan Stanley's direct indexing play, and Vanguard returning $21 billion in assets to China accounts. Tom McGee, President and Chief Executive Officer of the International Council of Shopping Centers (ICSC), with their holiday shopping forecast. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on Trump's return to public events while infected with covid-19. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on AMD in talks to buy rival Xilinx in a $30 billion deal. Eric Kazatsky, Senior U.S. Municipals Strategist for Bloomberg Intelligence: Illinois taps Fed funds, and stimulus still up in the air. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-10-08

GOP Ignores the First Law of Holes On Stimulus: Ritholtz

27 min Transcript
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Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on how to take the politics out of investing. Rebecca Ray, Executive Vice President of Human Capital at The Conference Board, discusses their new survey which shows most workers aren't in a hurry to return to the office. Sarah Ponczek, Bloomberg cross-asset reporter, on market action and cloud stock mania. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, on Trump touting Regeneron as a miracle cure. Hosted by Paul Sweeney and Vonnie Quinn.  

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Published 2020-10-07

White Collar Job Losses Will Trickle Down In A Bad Way

29 min Transcript
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Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed, and Bloomberg Opinion columnist, discusses the stimulus failure and outlook for the economy. Tae Kim, Bloomberg Opinion technology columnist, discusses his column: "Big Tech's $5 Trillion Reckoning Has to Start Somewhere." Dr. Jeanne Zaino, Bloomberg contributor and Professor of Political Science at Iona College, on the Vice Presidential debate, and the White House covid crisis. Jake Wood, Founder and CEO of Team Rubicon, a non-profit, veteran-led disaster response organization, discusses how they are operating over 300 virus-related and disaster operations nationwide. Hosted by Paul Sweeney and Vonnie Quinn. 

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Dr. Amesh Adalja, Senior Scholar and Infectious Disease physician at the Johns Hopkins Center for Health Security, on Trump's return to the White House, and the super-spreader event at the Rose Garden. Petco CEO Ron Coughlin discusses the rising rates of pet adoptions throughout the pandemic. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses how bond markets are signalling a Biden win. Alex Webb, Bloomberg Opinion technology columnist, discusses his column: "James Bond's Lockdown Is a Deadly Cinematic Blow." Hosted by Paul Sweeney and Vonnie Quinn.

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Published 2020-10-05

Political 'Mess' Is Clouding Strategy: Federated's Orlando

28 min Transcript
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Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on how the election and White House covid crisis are clouding investment strategy. Bess Freedman, CEO of Brown Harris Stevens, discusses their 3Q Manhattan residential real estate report. Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, on how President Trump's serious covid meds contradict his stated condition. Jamie Metzl, Senior Fellow at The Atlantic Council and Founder and Chair of OneShared.World, discusses how Trump's covid diagnosis and White House chaos are threatening national security. Hosted by Paul Sweeney and Vonnie Quinn.

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Published 2020-10-02

How Chaos In DC Is Impacting The Economy: FHN's Low

29 min Transcript
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Chris Low, Chief Economist at FHN Financial, on how markets view Trump's covid diagnosis and the election, and his current economic outlook. Tom Gimbel, CEO of global staffing company LaSalle Network, on the hiring landscape and how people are turning down jobs due to fears about returning to the office. Joshua Green, Bloomberg Businessweek National Correspondent, on the hand-off of power should President Trump become ill. Hosted by Paul Sweeney and Vonnie Quinn.

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Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, on his column: "Trump Could Get His Vaccine Before Election Day." Jessica Caldwell, Executive Director of Insights at Edmunds.com, on the resilient consumer holding up the auto industry. Sonali Basak, Wall Street reporter for Bloomberg, on Goldman adding to the slew of global banking layoffs. Lauren Simmons, entrepreneur and youngest-ever female trader on the NYSE, will discuss her upcoming interactive streaming series "Going Public." Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-09-30

Disney Cuts Lay Bare That 'Normal' Isn't On The Horizon

29 min Transcript
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Tara Lachapelle, Bloomberg Opinion media columnist, discusses her column: "Not Even Disney Can Live on Dreams Forever." Bryan Whalen, Group Managing Director for TCW’s Fixed Income Group, on sticking with the "warm embrace of the Fed." Dr. Jeanne Zaino, Bloomberg contributor and Professor of Political Science at Iona College, on the Presidential debate "barroom brawl." Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on why Vanguard's $1.5 trillion bond-fund business could double in size in the next five years. Hosted by Paul Sweeney and Vonnie Quinn.

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Published 2020-09-29

Ex-CDC Director: Slim Chance To Contain NYC Covid Clusters

30 min Transcript
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Dr.Tom Frieden, former CDC Director and President and CEO of Resolve to Save Lives, on the surge in coronavirus cases. Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, discusses her column, "Dark Time for Aviation Is About to Get Darker." Josh Saul, Bloomberg bankruptcy reporter, on the New York region seeing 40% bankruptcy surge, with more to come. Andy Blocker, Head of US Government Affairs for Invesco, on how the 2020 election could impact markets. Hosted by Paul Sweeney and Vonnie Quinn.

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Timothy O'Brien, Senior Columnist for Bloomberg Opinion, discusses his column: "Trump's Taxes Show He's a National Security Threat." "Banker to the World" Bill Rhodes, former Chairman of Citibank and President and CEO of William Rhodes Global Advisors, on Latin America's crisis and China's economic picture. Steve Kellner, Head of Corporates at PGIM Fixed Income, on the slew of new issuance and outlook for bond spreads. Brian Rye, Senior Health Care Policy Analyst for Bloomberg Intelligence, on how pharma and biotech are bracing for critical US elections. Hosted by Paul Sweeney and Vonnie Quinn.

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Rebecca Rockey, Global Head of Forecasting at Cushman & Wakefield, discusses why pricing and demand for office space will take almost five years to recover. Professor Edmund Phelps, Nobel Laureate and Director of the Center on Capitalism and Society at Columbia University, discusses his Project Syndicate column: The Economic Case for President Biden. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the latest news surrounding covid-19 spread, vaccines, and treatments. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on what's driving the commodities space. Hosted by Paul Sweeney and Vonnie Quinn.

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Barry Ritholtz, Bloomberg Opinion columnist and Host of Masters of Business, lays out the most useless phrases in finance. Lisa Shalett, Chief Investment Officer: Wealth Management for Morgan Stanley, on why we're still in correction territory. Ben Steverman, Personal Finance Editor for Bloomberg, discusses his latest Businessweek story: "Harvard’s Chetty Finds Economic Carnage in Wealthiest ZIP Codes." Sarah Ponczek, Bloomberg cross-asset reporter, on insider selling and the reflation trade unwinding. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-09-23

Restaurants, Bars May Pivot To Private Buyout Models

29 min Transcript
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Kate Krader, Food Editor for Bloomberg Pursuits, on the future of restaurants, and Le Bernardin being NYC's first 3-star dining room to reopen. Dr. Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, discusses why a new Supreme Court justice won't win Trump an election verdict. Riley Griffin, Bloomberg health care reporter, on J&J's one-dose vaccine shot, and the Trump Administration redirecting testing and PPE funds into its vaccine push. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on why the market needed this correction. Hosted by Paul Sweeney and Vonnie Quinn. 

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Nathan Dean, Senior Government Analyst for Bloomberg Intelligence, on Fed Chair Powell and Treasury Secretary Mnuchin testifying before Congress, and how the lack of stimulus is impacting policy. Chris Whalen, Chairman of Whalen Global Advisors, discusses the banks money laundering scandal, and is outlook for the banking sector.Jordan Fabian, Bloomberg White House correspondent, discusses President Trump's speech to the UN blaming China for the failed U.S. response to the coronavirus. Hosted by Paul Sweeney and Vonnie Quinn.  

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Dr. Jeanne Zaino, Professor of Political Science at Iona College, discusses the passing of Supreme Court Justice Ruth Bader Ginsburg, and the fight to replace her seat. Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, and Founder of The Maley Report, on why it's a good time for a portfolio rotation. Shelly Banjo, Senior Writer for Bloomberg, on how Trump's deal with TikTok ended with a whimper. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on the material shift in the bond market. Hosted by Paul Sweeney and Vonnie Quinn.

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Max Chafkin, Features Editor for Bloomberg Businessweek, discusses his story: "Palantir Is Bad-Mouthing Big Tech While Taking Its Tech Public." Yousef Abbasi, Global Market Strategist at StoneX Group, on the best value-growth barbell strategy. Sarah Halzack, Bloomberg Opinion retail columnist, discusses her column: "Amazon Beats Walmart Again in Latest Showdown." Nick Wadhams, foreign policy reporter for Bloomberg, on the U.S. moving to expel the Chinese-owned WeChat and TikTok apps. Hosted by Paul Sweeney and Vonnie Quinn.

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Published 2020-09-17

Trump's Crony Capitalism Fouls TikTok-Oracle Deal: Nocera

28 min Transcript
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Joe Nocera, Bloomberg Opinion columnist, discusses his column, "Oracle-TikTok Deal Pours Trump Toxin Into Capitalism." Frank Sorrentino, CEO of ConnectOne Bank, on New Jersey's new millionaire tax, and how small businesses are struggling. Kathryn Anne Edwards, Professor at the Pardee RAND Graduate School, on her recent paper that examines what rising inequality has cost Americans in lost income. Marvin Loh, Senior Global Macro Strategist at State Street Global Markets, on why he's looking at emerging markets. Hosted by Paul Sweeney and Vonnie Quinn. 

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Ralph Schlosstein, Co-Chairman and Co-CEO of Evercore, on the spate of new deals and use of SPACs. Claudia Sahm, former Federal Reserve economist and creator of the recession indicator, Sahm rule, discusses her column: "Widening Education Gap May Tear the Economy Apart." Michael O'Leary, former economic policy advisor in the United States Senate and founding team of Bain Capital's social impact fund, discusses the new book he co-authored: "Accountable: The Rise of Citizen Capitalism." Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, and Bloomberg Opinion columnist, on what she's expecting from this week's FOMC meeting. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-09-15

We Need To Feel Each Other's Pain: Northern Trust's Thomas

28 min Transcript
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Shundrawn Thomas, President of Northern Trust Asset Management, discusses his letter to Corporate America, “I Can’t Feel My Pain,” a reflection on race relations and combating systemic racism. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discusses her column: "Is OPEC’s Power Over the Oil Market Broken?" David Kudla, Founder, CEO and Chief Investment Strategist at Mainstay Capital Management, on why he's sticking with tech. Alison Williams, Senior Analyst: Global Investment Banks and Asset Management for Bloomberg Intelligence, on a potential UBS-Credit Suisse merger. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-09-15

Bonus: Game Changers, Part 1

12 min Transcript
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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 floors, hear of the sometimes surprising origins of their ideas, and be introduced to a potentially greener tomorrow. In this first episode: Transportation.

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Published 2020-09-14

Why TikTok May Prefer A Weaker U.S. Partner: Howard Yu

27 min Transcript
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Howard Yu, LEGO professor of management and innovation at the IMD Business School in Switzerland, discusses why the Oracle-TikTok deal spotlights the challenge for multinationals to appease governments. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on Nvidia buying Softbank’s chip division Arm for $40 billion. Doug Borthwick, Chief Marketing Officer and Head of Business Development at INX, on how their new exchange will allow 24/7 trading of equities. Peter Kenny, founder of Kenny's Commentary and Strategic Board Solutions, on merger mania, and why it's time to get defensive ahead of the election. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-09-11

"We're Halfway There" to 10-15% Correction: Jim Bianco

33 min Transcript
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Jim Bianco, Founder and President of Bianco Research, on his current market outlook. Crystal Tse, Bloomberg IPO reporter, on the new SPAC barons, from Bill Ackman to Billy Beane. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column: "Of Course Trump Couldn’t Resist Bob Woodward." Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the coronavirus: flu season, AstraZeneca vaccine trial pause, and the China vaccine. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-09-10

Weak Oil Demand May Push Price Back Near $30: Schork

25 min Transcript
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Stephen Schork, President of the Schork Group, on why oil is a demand story right now. Michelle Davis, Bloomberg finance reporter, on JP Morgan employees pocketing covid-relief funds for themselves. Steve Blitz, Chief U.S. Economist for TS Lombard, on why permanent job loss is a key metric. Michael Scanlon, Portfolio Manager for Manulife Asset Management, on his current investment outlook, and thoughts on the tech sector and Apple. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-09-09

Tesla Is A Busted Growth Story, Like AOL: Gordon Johnson

27 min Transcript
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Gordon Johnson, CEO and Founder of GLJ Research, discusses why he has a $19 price target on Tesla. Jim Vogel, Interest Rate Strategist for FHN Financial, on what's going on in bond markets. Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, on why there's little evidence the bull market is ending. Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research for Bloomberg Intelligence, on AstraZeneca halting its vaccine trial. Hosted by Paul Sweeney and Vonnie Quinn.

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Dr. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on his current outlook for markets. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, on why the market ebullience may ebb this fall. Therese Raphael, Bloomberg Opinion columnist, discusses her column: "Boris Johnson Takes Brexit in a Crazy Direction." David Welch, Detroit Bureau Chief for Bloomberg, on GM taking a $2 billion stake in Nikola. Hosted by Paul Sweeney and Vonnie Quinn (Paul Sweeney is out.) 

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Published 2020-08-21

Not Confident on the U.S. Recovery or Dollar: BBH's Thin

28 min Transcript
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Dr. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on the dollar and emerging markets. Chris Lu, Former Deputy Secretary of Labor under Obama and Senior Fellow at the University of Virginia Miller Center, discusses Biden's performance and key takeaways from the Democratic National Convention. Randy Frederick, VP of Trading and Derivatives at the Schwab Center for Financial Research, on their new survey of trader perceptions of current market conditions. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column: "23 Questions for the Postmaster General." Hosted by Paul Sweeney and Vonnie Quinn. 

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Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, on equity markets and his current investment strategy. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at The Conference Board, on why the Leading Index points to the recovery losing steam. Natalie Wong, Bloomberg U.S. commercial real estate reporter, on desperate NYC landlords pressing the city's biggest employers to bring their employees back to the office. Max Nisen, Bloomberg Opinion Biotech, Pharma and Health Care Columnist, discusses his new column: "SalivaDirect Could Kick Off a U.S. Testing Turnaround." Hosted by Paul Sweeney and Vonnie Quinn.

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