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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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Mike Tattersfield, President and CEO of Krispy Kreme Doughnuts, discusses performance during the pandemic, and opening its global flagship shop in Times Square. Wendy Schiller, Chair of Political Science at Brown University, discusses the Democratic National Convention and her outlook for the election. Bloomberg Opinion columnist Scott Duke Kominers, Associate Professor at Harvard Business School, discusses his column: "Resilient Vaccine Supply Chain Starts Now." Burt Flickinger, Managing Director at Strategic Resource Group, on the "retail renaissance" for Target, Walmart and Lowe's. Hosted by Paul Sweeney and Vonnie Quinn.  

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Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, and Founder of TheMaleyReport, on what's driving equity markets, and how markets view the election. Sarah Halzack, Bloomberg Opinion consumer columnist, on big retailer earnings results: Walmart, Home Depot, and Kohl's. Sherry Chris, President and CEO of Realogy Expansion Brands Portfolio, which includes Better Homes and Gardens Real Estate and ERA, on why the housing market is seeing a boom. Josh Duitz, Senior Portfolio Manager at Aberdeen Standard Investments, on the opportunities in infrastructure investing. Hosted by Paul Sweeney and Vonnie Quinn.

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Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on Trump's attacks to derail the U.S. Post Office. Nick Colas, co-Founder of DataTrek Research, on what's driving equity markets, and risks from the election. Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the glaring divergence between AMD and Intel. Ted Koenig, President and CEO of Monroe Capital, on the PE landscape and private lending, as capital becomes scarce for small businesses. Hosted by Paul Sweeney and Vonnie Quinn.

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Stephen Orlins, President of the National Committee on U.S.-China Relations and former head of Carlyle Asia and Lehman Brothers Asia, discusses the current state of U.S.-China relations. Craig Johnson, President of Customer Growth Partners, on what's under the hood on retail sales numbers. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on the Russia vaccine and why phase 3 trials are imperative. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses the stimulus deal stuck on state aid. Hosted by Paul Sweeney and Vonnie Quinn. 

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Dan Ives, Equity Analyst at Wedbush Securities, on Apple's new bundling service, and Uber warning it may shut down its app in California. Niall Ferguson, Senior Fellow at Hoover Institution and a Bloomberg Opinion columnist, discusses his column: "TikTok Is a Superweapon in China’s Culture War." Sally Bakewell, Bloomberg corporate finance reporter, on how most of America's small businesses are being shut out of the greatest borrowing binge ever. Women's Wear Daily Executive Editor, Arthur Zaczkiewicz, discusses back-to-school retail in the age of covid. Hosted by Paul Sweeney and Vonnie Quinn.

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Published 2020-08-12

Big 10 Defies Money, Politics to Protect Athletes: Nocera

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Joe Nocera, Bloomberg Opinion columnist, on his column: "Big 10 Defies Money and Politics to Protect Athletes." Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on why the economic damage has only just begun. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, on why gold could easily reach $4000 over next 3 years. Satish Jindel, President of SJ Consulting, discusses the structural changes at the U.S. Postal Service, and why it can handle increased election volume.

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Published 2020-08-11

Biz Travel Downtrend Benefits Our Model: Booking CEO Fogel

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Glenn Fogel, President and CEO of Booking Holdings, on the status of their cost controls and outook for the travel industry. New PGA Champion Collin Murikawa discusses his historic win, and what's next. Peter Coy, Economics Editor of Bloomberg Businessweek magazine, on his story: "Where We Are on the Path to a Covid Vaccine, and What Comes Next." Andy Feltus, Co-Director of High Yield at Amundi Pioneer Asset Management, on opportunities in high-yield for select pickers. Hosted by Paul Sweeney and Vonnie Quinn. 

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Dan Eberhart, private equity investor and CEO of oilfield services firm Canary, LLC, discusses an inflection point in the U.S. energy bloodbath. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, and Bloomberg Opinion columnist, on her column: "Travel Scars Are Looking Permanent." Eric Newcomer, Bloomberg tech politics reporter, on Kodak plunging after the deal is put on hold for investigation. Iman Brivanlou, Lead Portfolio Manager of TCW High Income Equities and TCW Global REITs, on Amazon and mall operator Simon Property Group in talks to turn mall space into data centers. Hosted by Paul Sweeney and Vonnie Quinn.

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Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on covid vaccine and treatments, and school re-openings. Marvin Loh, Senior Global Macro Strategist, State Street Global Markets, on jobs, the economy, and his current investment outlook. Nick Wadhams, foreign policy reporter for Bloomberg, discusses the U.S. imposing sanctions on Hong Kong Chief Executive Carrie Lam, as well as other China officials. Mike McKee, International Economics & Policy Correspondent for Bloomberg, dissects the jobs report. Hosted by Paul Sweeney and Vonnie Quinn.

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Published 2020-08-06

Corporate Chieftains Should Talk Less, Pay More: Kaissar

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Nir Kaissar, Bloomberg Opinion columnist and Founder of Unison Advisors, discusses his column: "Corporate Chieftains Can Talk Less, Pay More." Katherine Doherty, distressed reporter for Bloomberg, on busted retailers using bankruptcy to break leases by the thousands. Ayham Kamel, Practice Head, Middle East & North Africa at Eurasia Group, discusses the situation in Lebanon and the potential for economic collapse. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on why markets don't care if the economy stinks. Hosted by Paul Sweeney and Vonnie Quinn.

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Randi Weingarten, President of American Federation of Teachers (AFL-CIO), discusses what teachers need for schools to reopen safely. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina's $65 billion debt restructuring deal. Tuna Amobi, Industry Analyst at CFRA Research, on why Disney is best positioned to navigate the pandemic. Jonathan Palmer, Senior Health Care Analyst for Bloomberg Intelligence, on Teladoc buying Livongo in an $18.5 billion bet on the future of virtual health care. Hosted by Paul Sweeney and Vonnie Quinn.  

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Published 2020-08-04

A Tale of Two Cities Emerges In Commercial Real Estate

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Tom Stringer, leader of accounting firm BDO’s U.S. site selection team, on Facebook leasing space in NY, and how the pandemic is impacting corporate real estate. Lauren Simmons, entrepreneur and former equity trader at Rosenblatt Securities, discusses breaking the glass ceiling as the youngest Black woman trader on the NYSE floor. Rachel Rosenthal, Bloomberg Opinion editor, discusses her column: "Big Tech Wants You to Believe in a Skills Gap." Andy Browne, Editorial Director for Bloomberg New Economy, on China media branding Trump's TikTok actions a "smash and grab." Hosted by Paul Sweeney and Vonnie Quinn.

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Published 2020-08-03

Why A TikTok-Microsoft Deal Solves A Lot of Problems

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Tae Kim, Bloomberg Opinion technology columnist, on his column: "A TikTok-Microsoft Deal Might Solve Everything." Alan Baum, auto analyst and Principal at Baum and Associates, on why he expects a poor fall period for auto sales. Robert Thompson, CEO of Clinical Reference Laboratory, on receiving FDA emergency use authorization for their covid at-home-saliva test. Adam Blumenfeld, CEO of Varsity Brands, discusses how they have adapted their school-centric business to manage the pandemic. Hosted by Paul Sweeney and Vonnie Quinn. 

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Dan Ives, Equity Analyst at Wedbush Securities, on mega-cap tech earnings: Apple, Google, Facebook and Amazon. Gary Shilling, President of A. Gary Shilling & Co., and a Bloomberg Opinion columnist, discusses his column: "Bonds Are Sending the Right Signals Now." Reade Pickert, Bloomberg economy reporter, on personal income dropping as one-time stimulus boost fades. Mark Douglas, CEO of Steelhouse, on why Google's revenue miss signals bigger problems. Hosted by Paul Sweeney and Vonnie Quinn.  

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Published 2020-07-30

Kodak Craziness Is Captured in One Word. Really?: Max Nisen

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Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, discusses his column: "Kodak Craziness Is Captured in One Word. Really?" David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on fiscal stimulus, the pandemic, and investment outlook. Dr. David Skorton, president and chief executive of the Association of American Medical Colleges, discusses his Washington Post column: "We Need a Covid-19 Reset. So We Developed a Comprehensive Plan to Do Just That." Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on whether tech companies will face the music on regulation. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-07-29

Kocherlakota: Fed Needs to Target Employment, Not Inflation

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Former Minneapolis Fed President Narayana Kocherlakota, Bloomberg Opinion columnist and professor of economics at the University of Rochester, discusses his column: "The Fed Needs to Focus on Employment." Jennifer Rie, Senior Antitrust Litigation Analyst for Bloomberg Intelligence, discusses today's Big Tech antitrust hearing before the House. Stephen Kane, Group Managing Director and Portfolio Manager at TCW Fixed Income, on why he's reducing credit exposure. Brooke Sutherland, Bloomberg Opinion industrials columnist, on prolonged woes for GE and Boeing. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-07-28

Bitcoin Heading to 11,000 As Adoption Picks Up: McGlone

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Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on gold's strength, and why bitcoin is heading higher. Rania Sedhom, Managing Partner of Sedhom Law Group, answers the question: if employees get sick with Covid-19 when they return to work, are employers liable? Ira Jersey, Chief US Interest Rate Strategist for Bloomberg Intelligence, on what to expect from the Fed meeting. Michael Halen, Senior Restaurant analyst for Bloomberg Intelligence, on McDonalds and Starbucks earnings, and the restaurant landscape. Hosted by Paul Sweeney and Vonnie Quinn. 

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Kit Juckes, Chief FX Strategist for Societe Generale, on the dollar drop and gold frenzy. Jonathan Bernstein, Bloomberg Opinion politics columnist, discusses the stimulus outlook and his recent column: "Republican Disarray May Doom the Relief Bill. Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses Russia's increased aggression. Leland Miller, CEO of China Beige Book, to discuss the US-China tensions and outlook for the trade deal. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-07-24

Covid-19 Has Power To Break The Sports World: Joe Nocera

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Joe Nocera, Bloomberg Opinion columnist, discusses his column: Covid-19 Has the Power to Break the Sports World. Stephen Dover, Head of Equities at Franklin Templeton, on global equities and why supply chains will shift back to the midwest. Jane Rosenthal, Tribeca Enterprises and Tribeca Film Festival co-founder and CEO, on their summer drive-in series and how the film industry is managing the pandemic. Andy Browne, Editorial Director for Bloomberg New Economy, on the politics behind the amped up U.S.-China tensions. Hosted by Paul Sweeney and Vonnie Quinn. 

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Gordon Johnson, CEO and Founder of GLJ Research, on why Tesla results are more paper than profit. Molly Smith, Bloomberg corporate finance reporter, on American Airlines using their brand as collateral to secure a $1.2 billion loan. Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on what needs to happen for stocks to keep momentum. Sarah Halzack, Bloomberg Opinion consumer columnist, on her column: Clothing Stores' Devastation Has Only Just Begun. Hosted by Paul Sweeney and Vonnie Quinn. 

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Logan Mohtashami, columnist for HousingWire and housing data analyst, on the unstoppable U.S. housing market. Nick Wadhams, National Security reporter for Bloomberg, on the U.S. shutting down the China embassy in Houston, as tensions escalate. Michael McKee, International Economics & Policy Correspondent for Bloomberg, on Trump's Fed nominations moving closer to joining the Fed board. Fred Cannon, KBW Global Director of Research, to discuss their new KBW Restoration Index and what it's saying about the economy. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-07-21

Pfizer May Have the Edge Over Moderna In Vaccine Race

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Sam Fazeli, Director of Research: EMEA at Bloomberg Intelligence, on the race for a covid vaccine. Brendan Ahern, Chief Investment Officer at KraneShares, on why U.S.-listed Chinese companies are re-listing in Asia. Matt Hawkins, CEO of Entourage Effect Capital, a cannabis-only VC firm, on how PE and VC capital are the only options for many cannabis companies burning thru capital. David Harden, president and CIO of Summit Global Investments, discusses his current investment strategy and stock picks. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-07-20

The Impact of COVID-19 on Business Travel

28 min Transcript
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Katie Nixon, CIO of Northern Trust Wealth Management, discusses markets and her current investment outlook. Bloomberg News Industrial, Aerospace and Chemicals Team Leader Brendan Case talks about U.S. Airlines facing the end of business travel as they knew it. Frank Wilkinson, Bloomberg Opinion editor, walks through his column "The War on Masks Is Another Lost Cause. Bloomberg Intelligence analyst Scott Levine breaks down Halliburton and Schlumberger earnings.

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Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Gen-Z's adoption of volatility in stock trading. Laura Davison, Bloomberg Congressional tax reporter, on U.S. virus relief set to vanish in a series of fiscal cliffs. Everett Millman, precious metals specialist with Gainesville Coins, on how the save haven bid for gold is offsetting jewelry demand destruction. Tara Lachapelle, Bloomberg Opinion media columnist, on why everyone is still a distant second to Netflix. Hosted by Paul Sweeney and Vonnie Quinn. 

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Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent, on the massive Twitter hack, and hackers trying to steal UK vaccine research. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses value vs. growth investing, and how Big Tech drives markets from overseas revenues. James Bacchus, former Chairman of the Appellate Body of the World Trade Organization and professor of Global Affairs at the University of Florida, on why national security is no longer a Trump card in trade disputes. Author Michael Schuman, Bloomberg Opinion columnist, discusses his column, "Yes, Companies Can and Will Decouple From China." Hosted by Paul Sweeney and Vonnie Quinn. 

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Shawn Donnan, Senior Trade and Globalization reporter for Bloomberg, to discuss his story: A $2 Trillion Rescue Leaves America’s Black Neighborhoods Behind. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discusses the OPEC meeting and oil markets. Geetha Ranganathan, Technology and Media Analyst for Bloomberg Intelligence, on why the surge in streaming is unlikely to soothe the media horror show screams. Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and why the residential mortgage market will make a killing this year. Hosted by Vonnie Quinn and Paul Sweeney. 

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Published 2020-07-14

The Real Problem Facing Sports Is Weakened Sponsorship

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Sports veteran Neal Pilson, founder and president of Pilson Communications, and former President of CBS Sports, on the outlook for sports programming and advertising, as the sports shutdown takes a toll. Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings. Max Nisen, Bloomberg Opinion biotech and health care columnist, on coronavirus antibodies and the rising covid death rate in the U.S. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on the faltering demand for air travel. Hosted by Paul Sweeney and Vonnie Quinn.

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Sheryl Palmer, Chairman and CEO of homebuilder Taylor Morrison, discusses why they just had their best month in company history. Jim Vogel, Executive VP and Interest Rate Strategist for FHN Financial, on what's going on in bond markets. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on going back to school safely, and the implications of the U.S. exiting the WHO. David Katz, CIO of Matrix Advisors, on where he is finding value in the expensive U.S. equity market. Hosted by Paul Sweeney and Vonnie Quinn. 

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Dr. Peter Bach, Director of Memorial Sloan Kettering’s Center for Health Policy and Outcomes, on his column: "Hospitals Need to Study How Well Remdesivir Works." Alan Crawford, Senior International Government Editor for Bloomberg, discusses his story, "A New World Order for the Coronavirus Era Is Starting to Emerge." Woo Jin Ho, Senior Technology Analyst for Bloomberg Intelligence, discusses Analog Devices buying Maxim for $21 billion, and how this impacts the landscape for chips. Matt Gertken, Geopolitical Strategist at BCA Research, on why Trump needs to side with the Dems and go big on the next round of stimulus. Hosted by Paul Sweeney and Vonnie Quinn.

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Analysis of the Supreme Court's highly anticipated decisions on Trump's financial records with June Grasso, legal analyst and host of Bloomberg Law, and Bloomberg's Kimberly Robinson, Supreme court reporter and editor. Sheila Bair, former Chair of the FDIC, discusses her column: "Banks’ Risks During the Pandemic Aren’t Clear." Davide Scigliuzzo, Bloomberg corporate finance reporter, on how covid-19 is bankrupting American companies at a relentless pace. Richard Rosenblum, Co-Founder and Co-Head of Trading at GSR, discusses the alt-coin boom taking place over bitcoin. Hosted by Paul Sweeney and Vonnie Quinn.

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Published 2020-07-08

The Bad Economy Really Is Trump’s Fault: Matt Winkler

28 min Transcript
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Matt Winkler, co-Founder of Bloomberg News and Editor-in-Chief Emeritus, discusses his column: "The Bad Economy Really Is Trump’s Fault." Bess Freedman, CEO of Brown Harris Stevens, on their Manhattan real estate report. Duncan Wood, director of the Wilson Center’s Mexico Institute, on AMLO's visit to the White House, and why a storm is coming for Mexico under USMCA. Clive Gillmore, CEO and group CIO at Mondrian Investment Partners, on opportunities in international markets. Hosted by Paul Sweeney and Vonnie Quinn. 

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Chris Ailman, Chief Investment Officer at CalSTRS, on why its time to rebalance your 401ks in the face of a sloppy W recovery. John Gittelsohn, Bloomberg investing and real estate reporter, on U.S. home prices seen falling 6.6% on covid impact. Rob Brown, Managing Director and CEO of North America for Lincoln International, on his outlook for M&A for the rest of the year. Bloomberg's Mark Niquette, corporate influence reporter, and Timothy O'Brien, Senior Opinion columnist, on the surprising recipients of the PPP small business bailout money. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-07-06

Most Employers Won't Be Covid Testing Returning Workers

23 min Transcript
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Emma Court, health care reporter for Bloomberg, on employers finding covid testing to be more trouble that its worth. Stephen Schork, President of the Schork Group, discusses hitting peak oil demand by the end of the month, and Berkshire Hathaway buying natural gas assets from Dominion Energy. Michael Sonnenfeldt, Chairman of TIGER 21, on how their ultra-wealthy and entrepreneurial members are raising cash. Niall Ferguson, Senior Fellow at Hoover Institution and a Bloomberg Opinion columnist, discusses his column: "China Has Already Declared Cold War on the U.S." Hosted by Paul Sweeney and Vonnie Quinn.

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Published 2020-07-02

Job Gains Are A Mirage Until Stimulus Runs Out: LaSalle CEO

34 min Transcript
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Tom Gimbel, CEO of global staffing company LaSalle Network, on what he's seeing on the hiring front. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the data she uses to glean economic insights. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on how we're seeing the impact of reopening too soon. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the lack of market reaction to bad economic news. Hosted by Paul Sweeney and Vonnie Quinn.

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Published 2020-07-01

Former SBA Head Sees 20-30% of Small Businesses Failing

26 min Transcript
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Karen Mills, Former SBA Administrator and Senior Fellow at Harvard Business School, on the success of the PPP program, and what could help further. Andy Browne, Editorial Director for Bloomberg New Economy, and Jodi Schneider, Senior International Editor in Hong Kong, on China's defiant security crackdown on Hong Kong. Jack Janasiewicz, Senior Vice President, Portfolio Strategist and Manager at Natixis Investment Managers, with insights into the economy and markets. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on auto sales and industry outlook. Hosted by Paul Sweeney and Vonnie Quinn.

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Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Taliban Bounties Would Be a New Low for Putin." Brendan Coughlin, Head of Consumer Banking at Citizens Bank, on the rise of digital banking as a result of COVID, and consumer financial health. Hosted by Paul Sweeney and Vonnie Quinn. Wendy Schiller, Chair of Political Science at Brown University, discusses how different current events could impact this year's election. Sam Fazeli, Director of Research: EMEA at Bloomberg Intelligence, on progress in covid vaccines. Hosted by Paul Sweeney and Vonnie Quinn. Hosted by Paul Sweeney and Vonnie Quinn.

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Torsten Slok, Chief Economist at Deutsche Bank AG, on the two upcoming fiscal cliffs for consumers. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on covid spread and possibility that the Fed will stop supporting testing. Alison Williams, Senior Banks, Asset Managers, & Payments Analyst for Bloomberg Intelligence, on how banks did on stress tests. Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column: "Covid-19 Gives Texas a Reality Check." Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-06-29

Wall Street Has Failed People of Color, Despite Pledges

28 min Transcript
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Michelle Davis, Bloomberg finance reporter, on why Black employees aren't sure if Wall Street will confront its failures on race. Mark Douglas, CEO of Steelhouse, on the advertiser pause from Facebook. Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on why he took some chips off the table. Dr. David Engelthaler, Director of infectious disease research at TGen and former state epidemiologist for Arizona, on why the virus may not be containable. Hosted by Paul Sweeney and Vonnie Quinn. 

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U.S. Labor Secretary Eugene Scalia discusses jobs and reopening with Bloomberg's Alix Steele and Guy Johnson, and Barry Ritholtz, Founder of Ritholtz Wealth Management and host of Masters in Business, reacts to his comments. Krishnan Ramanujam, President: Service Lines at Tata Consulting Services (TCS), on the multiple transformations that clients must go through as covid prompts massive technological change. Tae Kim, Bloomberg Technology columnist, on his column: "Big Tech Isn't the Only Loser in Trump's Visa Freeze." Hosted by Paul Sweeney and Vonnie Quinn. 

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Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why policy response has destroyed information gleaned from markets. Kan Nawaday, former corruption and fraud prosecutor for the US Attorney’s Office in the Southern District of NY and Partner at Venable LLP, discusses Attorney General Barr's Friday night massacre and the loss of DOJ credibility. Stew Leonard, Jr., CEO of Stew Leonard’s Grocery stores, discusses what's happening to food prices. Ethan Powell, CEO of Impact Shares, and Marvin Owens, Senior Director at the NAACP, to discuss the renewed interest in Impact Shares NAACP Minority Empowerment ETF (NYSE Arca: NACP). Hosted by Paul Sweeney and Vonnie Quinn.

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Published 2020-06-23

Up To 40% Of NYC Restaurants May Not Come Back

29 min Transcript
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Kate Krader, Food Editor for Bloomberg Pursuits, on how restaurants are opening in NYC, and the dire outlook for restaurants worldwide. Nick Colas, co-Founder of DataTrek Research, on Fed yield curve control, why the S&P may be stuck in neutral, and the election. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Apple's chips and product pipeline, and Trump's hardened immigration ban. Brendan Murray, Bloomberg Trade Tsar, on the outlook for the China trade deal and whether more tariffs are in the works. Hosted by Paul Sweeney and Vonnie Quinn.

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Jim Anderson, CEO of SocialFlow, on how teens on TikTok may have derailed Trump's rally attendance. Historian and author Niall Ferguson, Senior Fellow at the Hoover Institution and Bloomberg Opinion columnist, discusses his column: "America Is on the Road to Relapse Not Recovery." Dan Skelly, Head of Market Research and Strategy, Wealth Management at Morgan Stanley, on what's driving the v-shaped recovery. Airbnb CEO Brian Chesky speaks with Bloomberg Technology's Emily Chang on why travel as we know it will never be the same. Hosted by Paul Sweeney and Vonnie Quinn. 

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Published 2020-06-19

Why Millions of People Have Dived Into Day Trading

29 min Transcript
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Jared Dillian, editor and publisher of The Daily Dirtnap and Bloomberg Opinion columnist, "Don't Blame the Fed for Robinhood Trading Blitz." Laura Martin, Senior Media Analyst at Needham & Co., on the hidden value multipliers of Amazon. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on why he's sticking to the secular growth stocks. Lananh Nguyen, Bloomberg finance reporter, discusses her story: "Juneteenth Tests Corporate America’s Pledges to Fight Racism." Hosted by Paul Sweeney and Vonnie Quinn.

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Published 2020-06-18

Yale's Roach Sees a Dollar Decline of 35% Over Next 5 Years

26 min Transcript
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Stephen Roach, senior fellow at Yale University and former chairman of Morgan Stanley Asia, discusses his column: "How the Coming Crash in the Dollar Will Unfold." Lisa Shalett, Chief Investment Officer: Wealth Management for Morgan Stanley, on why clients are holding onto cash. Andrew Browne, Editorial Director for Bloomberg New Economy, on how former National Security Advisor John Bolton's book damages Trump's China stance. June Grasso, Legal Analyst and Host of Bloomberg Law, on the Supreme Court decision to stop the Trump Administration from canceling DACA. Hosted by Paul Sweeney and Vonnie Quinn. 

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Laura Davison, Congressional Tax Reporter for Bloomberg, on trillions in stimulus going out unchecked, with watchdogs kept toothless by the Trump Administration. Invesco Chief Global Market Strategist Kristina Hooper discusses how the Fed has decoupled the stock market from the economy. Sam Fazeli, Director of Research, EMEA, Bloomberg Intelligence, on the race for covid vaccines heating up, as well as Lilly's successful breast cancer drug trial. Carl Weinberg, Chief Economist at High Frequency Economics, on the depressed U.S. economy, and the Trump Administration's renewed tariff attack. Hosted by Paul Sweeney and Vonnie Quinn.

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Published 2020-06-15

Elon Musk Takes a Gamble as Insurance Rates Skyrocket

28 min Transcript
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Bloomberg's Jef Feeley, legal reporter, and Katherine Chiglinsky, insurance reporter, to discuss Tesla's new lawsuit shield against coronavirus claims. Chris Ailman, Chief Investment Officer at CalSTERS, on market volatility and the return to risk assets. Greg Stohr, Bloomberg legal reporter, on the Supreme Court decision to protect LGBT workers. Max Nisen, Bloomberg Opinion biotech and health care columnist, on why getting a flu shot this year will help in the battle against covid-19. Hosted by Paul Sweeney and Vonnie Quinn. 

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Barry Bannister, Head of Equity Strategy at Stifel, discusses why he's lowering his market forecast. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, discusses how reopenings and U.S. protests are impacting covid spread. Jim Bianco, President and Founder of Bianco Research and Bloomberg Opinion columnist, on his column: "Blame the Fed for the Disconnect in Markets." Bjorn Van Roye, Senior Global Economist for Bloomberg Economics, on how 30% of job losses could stick. Hosted by Paul Sweeney and Vonnie Quinn. 

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Michael Dowling, President and CEO of Northwell Health, on how New York State’s largest hospital system is faring as the state begins reopening. Sarah Halzack, Bloomberg Opinion retail columnist, to discuss her column: "Clothing Stores' Devastation Has Only Just Begun." David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on credit spreads and the Fed. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses how the markets are realizing the economic price to pay for poor management of the pandemic. Hosted by Vonnie Quinn and Paul Sweeney.

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Robert Tipp, Chief Investment Strategist at PGIM, discusses fixed income markets and Fed stimulus. Jonathan Bernstein, Bloomberg Opinion politics columnist, on his column: "Be Ready for a Long Election Night This Year." Gina Martin Adams, Chief Equity Strategist for Bloomberg Intelligence, on why markets have been so exuberant. Matthew Palazola, Senior Analyst: Property & Casualty Insurance at Bloomberg Intelligence, on insurers being pulled into the epicenter of the pandemic crisis. Hosted by Vonnie Quinn and Paul Sweeney. 

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