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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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Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Why Military Leaders Like Me Are Speaking Out." Tara Lachapelle, Bloomberg Opinion media and deals columnist, on dealmaking in the age of covid-19. Dan Ives, Equity Analyst at Wedbush Securities, discusses Apple making its own chips, and why FAANG will get even bigger after covid-19. Mark Klein, President and CEO of Sutter Rock Capital, on the venture capital landscape and rise in online education. Hosted by Vonnie Quinn and Paul Sweeney.

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Published 2020-06-08

Not Much Strategic Sense To An AstraZeneca-Gilead Deal

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Bloomberg Opinion's Max Nisen, biotech and health care columnist, and Chris Hughes, deals columnist, on AstraZeneca mulling a bid for Gilead. Bill Smead, CEO and CIO of Smead Capital Management, on buying opportunities created by destruction of economic optimism. Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on debt relief for emerging markets. Peter Kolchinsky, founder and Managing Partner at RA Capital Management, discusses investing in biotech for a vaccine. Hosted by Paul Sweeney and Vonnie Quinn.

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Published 2020-06-05

Troubling Signs Lurk Within Shocking Job Gains: LaSalle CEO

34 min Transcript
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Tom Gimbel, CEO of global staffing company LaSalle Network, dissects the unexpectedly strong jobs report. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the mismatch between economists' estimates and payrolls report. Matt Boesler, Bloomberg Fed reporter, and Dave Wilson, Bloomberg stocks editor, dig through the numbers on the May payrolls report, which shocked markets with an upside surprise. Hosted by Lisa Abramowicz and Paul Sweeney. 

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David McCourt, Founder and CEO of Granahan McCourt Capital and Chairman of National Broadband Ireland, discusses the need for a great leader in times of crisis. Mary Schlangenstein, U.S. Airlines Reporter for Bloomberg, on American Airlines boosting flying 74% on demand rebound. John Chuang, CEO and Co-Founder of Aquent, discusses the gig economy, and whether the pandemic can change protections for gig workers health and benefits. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on the implications of debt relief stalling for poor nations. Hosted by Lisa Abramowicz and Paul Sweeney.

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Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, discusses his column: "Can Trump Send In the Military? Probably, Yes." Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Economics, on the second wave of layoffs coming for white-collar workers. Chris Ailman, Chief Investment Officer at CalSTRS Investments, discusses the "ridiculous" amount of Fed stimulus to backstop markets. Timothy O'Brien, senior columnist for Bloomberg Opinion, discusses his column, "Zuckerberg and Facebook Reach a Tipping Point." Hosted by Lisa Abramowicz and Paul Sweeney. 

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Molly Smith, corporate finance reporter for Bloomberg, on why it's a borrower's bond market. John Streur, CEO of Calvert Research and Management, discusses why ending racism in America is a responsibility of corporations. Meltem Demirors, Chief Strategy Officer at CoinShares, to discuss why she disagrees with Goldman’s assessment of both crypto and gold. David Kocieniewski, Bloomberg Businessweek reporter, on private equity firms receiving billion-dollar backdoor hospital bailouts. Hosted by Lisa Abramowicz and Paul Sweeney.

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Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent specializing in terrorism, discusses the protests and civil unrest across the U.S. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on China and emerging markets. Iman Brivanlou, Lead Portfolio Manager of TCW High Income Equities and TCW Global REITs, on why now is a good time to enter the REIT segment. Scott Kessler, Global Sector Lead for Technology Media and Telecommunications at Third Bridge, at the sea change that is taking place in the digital and social media advertising space. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Published 2020-05-29

Why Fed Yield Curve Control Is Price Fixing: Jim Bianco

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Jim Bianco, Founder of Bianco Research, on why markets are more hope than reality. Nathan Sheets, Chief Economist for PGIM Fixed Income, on why he's cautiously optimistic the U.S will avoid long-term damage. Leland Miller, CEO of China Beige Book International, discusses why the China trade deal is on its last legs. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2020-05-28

Forty Percent of Bars In U.S. May Not Make It: Ritholtz

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Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the grim future for the U.S. bar scene. Cass Sunstein, Bloomberg Opinion columnist and Harvard Law professor, discusses his column, "Twitter Strikes Balance Between Liberty and Lies." Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on why the markets are so positive. Christopher Balding, Associate Professor at Fulbright University in Vietnam and Bloomberg Opinion columnist, discusses the end of Hong Kong independence. Hosted by Lisa Abramowicz and Paul Sweeney.

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Jim Anderson, CEO of SocialFlow, on Trump threatening to shut down Twitter and social media after receiving a fact-checking label. Robert Kelchen, Associate Professor of Higher Education at Seton Hall University and Janet Lorin, college endowments reporter for Bloomberg, discuss the dire financial landscape for higher education. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, discusses why virus disruption is refining- not redefining- the auto industry. Julia Carlson, Founder and CEO of Financial Freedom Wealth Management Group, discusses retail client sentiment and whether Americans are tapping their 401k's. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Published 2020-05-26

Why Online Education Should Come With An Online Price

31 min Transcript
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Cathy O'Neil, mathematician and Bloomberg Opinion columnist, discusses her column, "Covid-19 Will Make Colleges Prove Their Worth." Michael Hirson, Practice Head, China and Northeast Asia, Eurasia Group, on China's strategy with Hong Kong and a vaccine. Josh Lohmeier, Head of North American Investment Grade Credit at Aviva Investors, on credit spreads and bond markets. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses Fed control of the yield curve and the 20-year bond sale. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2020-05-22

Why Lockdowns Haven’t Proved They’re Worth the Havoc

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Joe Nocera, Bloomberg Opinion columnist, discusses his column: Lockdowns Haven’t Proved They’re Worth the Havoc. Twenty co-founder Jared Allgood, discusses Healthy Together, the contact tracing app deployed by the state of Utah to contain the spread of COVID-19. Yvonne Man, Anchor for Daybreak Asia and Bloomberg Markets: China Open for Bloomberg, and Tom Orlik, Chief Economist for Bloomberg Economics, on the China crackdown on Hong Kong independence. Nick Colas, co-Founder of DataTrek Research, on why more than 30 COVID-damaged companies may get ditched from the S&P. Hosted by Lisa Abramowicz and Paul Sweeney.

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Brendan Ahern, Chief Investment Officer at KraneShares, on Trump ramping up blame on China and Xi, and the GOP Senate voting to delist China stocks. Donny Dorling, Professor of Geography at Oxford and author of "Slowdown: The End of the Great Acceleration," explains why the pandemic is a wake-up call to the need for a slowdown. Annie Massa, Investing Reporter for Bloomberg, and Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on how the Fed turned to BlackRock for bond buying help in this crisis. Jeff Phlegar, Chairman & CEO, MacKay Shields, discusses how investors are viewing the fiscal and monetary response to the current crisis. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Terry Jones, founder of Travelocity and co-founder of Kayak.com, to discuss why now is a good time for company leaders to innovate their business plans. RJ Gallo, Senior Portfolio Manager: Fixed Income and Head of the Municipal Bond Group at Federated Hermes, on bond markets, the Fed, and his current investment outlook. Seema Shah, Director Consumer and Retail Trends at Creditntell, discusses the big retail earnings this week, and trends going forward. Heather Perlberg, private equity reporter for Bloomberg, discusses how private equity is ruining healthcare. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2020-05-18

Moderna Vaccine Holds Promise But In Very, VERY Early Days

26 min Transcript
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Max Nisen, Bloomberg Opinion biotech, pharma and health care columnist, discusses why it's still early days for Moderna's virus vaccine. Lisa Knee, co-leader for the national real estate practice at Eisner Amper, on the commercial real estate landscape. Burt Flickinger, Managing Director at Strategic Resource Group, on why J.C. Penney will still be viable after filing for bankruptcy. Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Bank, on banking and small business lending. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2020-05-15

China Mostly Views Trump's Latest Salvo As Empty Rhetoric

25 min Transcript
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Leland Miller, CEO of China Beige Book, discusses renewed China tensions. Jonathan Miller, President and CEO of Miller Samuel, on how coronavirus is impacting coastal, residential real estate. Andreas Kluth, Bloomberg Opinion columnist, discusses his column: "Your Kids May Never Return to Normal Schooling." Kathleen McNamara, Senior Municipal Bond Strategist at UBS Wealth Management, discusses their new muni finance report. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Published 2020-05-14

Pandemic Could Create Industries We're Not Yet Aware Of

26 min Transcript
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Dan Black, Senior Fellow at NORC and Professor at the Harris School of Public Policy at the University of Chicago, discussees the future of the U.S. workforce. Andy Browne, Editorial Director for Bloomberg New Economy, on Trump playing the blame game with China. Tal Cohen, Head of US Markets at Nasdaq, discusses the current market environment. Tae Kim, Bloomberg Opinion technology columnist, on why Trump should support Google and Apple's contact tracing app. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Neil Dutta, Head of U.S. Economics at Renaissance Macro Research, on Jay Powell and negative rates. Fran Kinniry, Principal and Global Head of Private Investment at Vanguard, on the benefits of private equity in a volatile market. Linda Kirkpatrick, President of US Issuers at Mastercard, on consumers embracing contactless payments. Mandeep Singh, Senior Tech Industry Analyst at Bloomberg Intelligence, on Uber buying GrubHub. Hosted by Paul Sweeney and Lisa Abramowicz.

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Mark Holman, CEO Of TwentyFour Asset Management, discusses growing volatility in the fixed income market. "Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the perfect storm in emerging markets. Christopher Condon, U.S. Economy reporter, on the reshaping of the scarred and scared American consumer. Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, discusses Marriott earnings, and how coronavirus is impacting the hospitality sector. 

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Published 2020-05-08

Airline Traffic May Not Recover 2019 Levels Until 2025

33 min Transcript
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George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on why airline traffic may not recover. Logan Mohtashami, Senior Loan Officer at AMC Lending and contributor to Housing Wire, on mortgage lenders tightening the screws. Tom Stringer, leader of accounting firm BDO’s US site selection team, on clients having serious discussions about cutting back. Lindsey Piegza, Chief Economist at Stifel, on widespread job losses caused by the shutdown. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2020-05-07

Papa John's Just Hired Over 12,000 People: CEO Lynch

32 min Transcript
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Papa John's CEO Rob Lynch discusses earnings, outlook, and how covid-19 has impacted the food delivery business. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on jobless claims and reopening the economy. Randy Schwimmer, head of originations and capital markets at Churchill Asset Management, on what capital markets are waiting on to start the deal making. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the shortfalls in models. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Published 2020-05-06

Why Stocks Are Rising While Economy Crashes: Paul Krugman

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Nobel Laureate economist Paul Krugman discusses his column on the disconnect between markets and the economy: "Crashing Economy, Rising Stocks: What’s Going On?" Terry Kawaja, CEO and Founder of LUMA Partners, on how the pandemic will change how we consume media. Tara Lachappelle, Bloomberg Opinion media and deals columnist, on Disney results. Shawn Donnan, Senior Trade reporter for Bloomberg, discusses his story: "Layoffs Start Turning From Temporary to Permanent Across America."

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Published 2020-05-05

JPM's Kelly: Expect Another Wave Down In Stock Market

26 min Transcript
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David Kelly, Chief Global Strategist for J.P. Morgan Asset Management, on when the economy will return, and his current investment strategy. Sonali Basak, Bloomberg Wall Street correspondent, on her interview with Bloomberg Opinion columnist Peter Orszag, head of Lazard’s financial advisory practice and a former Obama administration budget chief. Eric Stein, Co-Director of Global Income, Eaton Vance Management, on fixed income markets, the Fed, and his current investment outlook. Eliza Ronalds-Hannon, High Yield and Distressed Credit Reporter for Bloomberg, on Hertz preparing for bankruptcy.

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Published 2020-05-04

China Can't Recover Economy Until Rest Of World Recovers

22 min Transcript
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Leland Miller, CEO of China Beige Book International, discusses their April 2020 special survey gauging the state of China’s economic recovery. Tara Lachapelle, Bloomberg Opinion media and deals columnist, on Berkshire-Hathaway's annual meeting and Warren Buffett's strategy for the company's cash pile. Eddie Perkin, Chief Equity Strategist for Eaton Vance, on the uncertain future for markets. Poonam Goyal, Senior U.S. retail analyst for Bloomberg Intelligence, on J. Crew filing for bankruptcy.

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Narayana Kocherlakota, former Minneapolis Fed President, Professor of Economics at the University of Rochester, and a Bloomberg Opinion columnist, on why the Fed should go negative. Dan Ives, Equity Analyst at Wedbush Securities, discusses Apple earnings, and the dim outlook for ride-hailing companies. Dr. Anwiti Bahuguna, Senior Portfolio Manager and Head of Multi-Asset Strategy at Columbia Threadneedle Investments, on outlook for the markets and economy. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses Nany Pelosi seeing $1 trillion stimulus for states and cities.

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Published 2020-04-30

This Market Looks A Lot Like Q2 2008: JPM's Bob Michele

29 min Transcript
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Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC) group, on the Fed stepping into corporate markets. Nathan Sheets, Chief Economist for PGIM Fixed Income, on what the Fed's number one priority should be. Liam Denning, energy, mining and commodity columnist for Bloomberg Opinion, on Tesla earnings and outlook. Laura Martin, Senior Media Analyst at Needham & Co., on Facebook, Alphabet, and the dominance of digital media. Anthony Noto, CEO of online personal finance company SoFi, and former COO of Twitter, on how fintech is stepping in where the government falls short on small business loans.

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Sam Fazeli, Director of Research: EMEA for Bloomberg Intelligence, on Gilead's positive trial for a potential coronavirus treatment. Lisa Shalett, Chief Investment Officer: Wealth Management for Morgan Stanley, discusses why she wants clients to avoid S&P indices and to actively manage stock picks. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses Google, Facebook and Big Tech earnings. Brooke Sutherland, Bloomberg Opinion Industrials columnist, on the stark reality for Boeing.

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Published 2020-04-28

Despite All the Noise, PPE Is Only 1% of 3M's Bottom Line

33 min Transcript
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Karen Ubelhart, Senior Industrials analyst for Bloomberg Intelligence, on 3M and Caterpillar earnings. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on why the oil crisis will spill over into midstream companies. Jim Paulsen, Chief Investment Strategist at Leuthold Group, on why he's adding out-of-favor sectors on weakness. Max Nisen, Bloomberg Opinion Health Care columnist, with a coronavirus update, and a look at Big Pharma earnings. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2020-04-27

Trump Threatens Post Office As Way To Settle Amazon Score

23 min Transcript
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Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column, "Trump Views Post Office as Way to Settle Scores." Nick Bloom, Economics Professor at Stanford, and senior fellow at the Stanford Institute for Economic Policy Research (SIEPR), discusses his research on the productivity pitfalls of working from home. Tom Orlik, Chief Economist for Bloomberg Economics, on why a $6 trillion recession is an optimistic scenario. James Sinclair, CEO of Enterprise Alumni, an HR tech company, on how companies are mobilizing their entire workforce now - including those that have either left or retired - to prepare for reopening the economy.

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Published 2020-04-24

We're Built For A Time Like This: New York Life CEO

27 min Transcript
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Ted Mathas, Chairman and CEO of New York Life, on how the coronavirus is impacting the insurance industry. Sam Fazeli, Director of Research, EMEA, for Blooomberg Intelligence, on Gilead's drug trial flop, and which companies have the most promising vaccines. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, on oil markets and why many players will go bankrupt. Michael Hirtzer, agriculture reporter for Bloomberg, discusses why some farmers are killing their pigs.

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Published 2020-04-23

Home Health Care Referrals Are Surging: BrightStar Care CEO

31 min Transcript
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Shelly Sun, Founder & CEO of BrightStar Care, discusses the impact of the coronavirus on the home health care business. John Tobin, portfolio manager at Epoch Investment Partners, on why companies should still give dividends. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on markets becoming used to the bad news. Sam Hendel, President of Levin Easterly and Founder of Dataminr, on why he's following the 2008 playbook and how AI is being used in the battle against the coronavirus.

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Published 2020-04-22

I Can't Remember A More Difficult Time For EM: Bill Rhodes

31 min Transcript
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"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on why G20 needs to come together to recover the global economy. Everett Millman, Precious Metals Specialist at Gainesville Coins, on impact of the coronavirus on gold and other precious metals. Sameer Samana, Senior Global Market Strategist at Wells Fargo Investment Institute, on markets and the bottoming-out process. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on what Delta's cash burn signals for other airlines.

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Published 2020-04-21

Saudis Go In For The Kill As They Target U.S. Oil Producers

27 min Transcript
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John Kilduff, Founder of Again Capital, on the oil market collapse, and what comes next. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses how the Fed is trying to control the yield curve. Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on the mixed bag in emerging markets. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses LIBOR vs SOFR, and the flight to Treasuries.

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Joe Nocera, Bloomberg Opinion columnist, discusses his column: Pandemic Could End Shareholder Supremacy for Good. Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank, with his latest market insights. Mark Douglas, CEO of Steelhouse, on why every day is Black Friday for those who can afford it. Ataman Ozyildirim, Senior Director, Economics & Global Research Chair at The Conference Board, on the largest index decline in its 60-yr history.

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Published 2020-04-16

Years Before U.S. Gets Full Employment Back: HFE's Weinberg

24 min Transcript
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Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on jobless claims and an economy in freefall. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses how the U.S. economy could change after coronavirus. Sri Natarajan, Bloomberg finance reporter, on Morgan Stanley earnings. Vincent Deluard's, Global Macro Strategist at INTL FCStone, on stagflation. 

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Karen Mills, Former SBA Administrator and Senior Fellow at Harvard Business School, on the roll-out of the federal small business relief stimulus. David Katz, President and CIO of Matrix Asset Advisors, on stock picks to ride out the storm. Seema Shah, Director Consumer and Retail Trends at Creditntell, discusses dismal retail sales. Alison Williams, Senior Banks Analyst for Bloomberg Intelligence, on bank earnings and outlook.

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Frank Sorrentino, CEO of ConnectOne Bank (Nasdaq:CNOB), on the rollout of the small business coronavirus relief plan. Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings. John Micklethwait, Editor-In-Chief for Bloomberg News, discusses his column, "The Virus Should Wake Up the West." Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on risks in the credit markets and his current investment strategy.

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Dan Ives, Equity Analyst at Wedbush Securities, discusses what to expect from tech stock earnings amid the global pandemic. RJ Gallo, Senior Portfolio Manager: Fixed Income at Federated Hermes, on the Fed cushion holding up markets. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on the potential severity of the market downturn. Liam Denning, Energy Columnist for Bloomberg Opinion, discusses why OPEC cuts won’t be enough to cope with the global demand shock.

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Published 2020-04-09

Fed Defies Skeptics With Dynamic Response: BI's Riccadonna

25 min Transcript
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Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on Jay Powell and the Fed's aggressive measures. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the future path of markets. Upwork CEO Hayden Brown discusses the challenges and opportunities U.S. and global businesses face as they transition to an all-remote workforce. Billy House, Bloomberg Congressional reporter, on the showdown brewing between Senators McConnell and Schumer over small business aid.

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Published 2020-04-08

Fed Cannot Cross Red, Dark Line To Support Junk Debt: Booth

26 min Transcript
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Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomberg Opinion columnist, and former advisor to the Dallas Fed, on the Fed, economy and monetary and fiscal policy. Phil Orlando, Chief Equity Market Strategist at Federated Hermes, on his outlook for a U-shaped recovery. Bankrate.com’s chief financial analyst, Greg McBride, discusses their survey: 31% of Americans think the stimulus checks won't sustain them for a month. Tae Kim, Bloomberg Opinion technology columnist, on why concerns for Zoom are overblown.

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Jim McKelvey, co-Founder of Square and author of THE INNOVATION STACK, discusses the impact of coronavirus on small businesses, and the role of tech companies right now. Maura Murphy, Vice President and co-portfolio manager of the Loomis Sayles Inflation Protected Securities Fund at Loomis, Sayles & Company, on why it's unwise to jump into risk right now. David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on his current investment outlook. Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, on Boris Johnson and the UK coronavirus response.

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Published 2020-04-06

Retailers Face Long, Tough Road As Unsold Inventory Builds

30 min Transcript
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James Fallon, Editorial Director of Women's Wear Daily, discusses how the pandemic will forever shape the retail landscape as we know it. Marko Papic, Chief Strategist for Clocktower Group, discusses how markets are embracing hysteria and being too pessimistic. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the muni market risks from strapped states. Kevin Thorpe, Chief Economist and Head of Global Research at Cushman & Wakefield, discusses the projected recovery to commercial real estate from the Covid-19 pandemic.

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Published 2020-04-03

Staffing CEO Sees Unemployment Maxing Out At 13-15%

28 min Transcript
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Tom Gimbel, CEO of global staffing company LaSalle Network, on the unprecedented job losses due to the coronavirus. Dr. Jonathan Gruber, Professor of Economics at MIT, and key architect of both Romneycare and Obamacare, discusses his Washington Post op-ed: "An Enormous Surge in Uninsured Sick People Is Coming. Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on President Trump invoking the Defense Production Act on 3M to make more masks. Tim O’Brien, Senior Columnist for Bloomberg Opinion, discusses his column, "$350 Billion Won’t Save U.S. Small Businesses."

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Published 2020-04-02

Oil Price Could Revisit 1986 Low of $9.75: Stephen Schork

30 min Transcript
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Stephen Schork, President of the Schork Group, discusses why U.S. oil exports may be done for. Cole Smead, President and Portfolio Manager at Smead Capital Management, on seeing one of the greatest stock buying opportunities in the last 50 years. Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Economics, on jobless claims. Andy Browne, Editorial Director for Bloomberg New Economy, on reports that China masked data on coronavirus deaths. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2020-04-01

Western Asset Sifting For Opportunities Amid Credit Rubble

29 min Transcript
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Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on opportunities in fixed income. Peter Kenny, Founder of Strategic Board Solutions, on why markets will come back. Bess Freedman, CEO of luxury real estate firm Brown Harris Stevens, Inc., on navigating residential real estate during covid-19. Alex Webb, Bloomberg Opinion technology columnist on why your Amazon delivery will get more expensive. 

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Published 2020-03-31

U.S. Recovery Not Likely Until End of Q3: Bart Van Ark

26 min Transcript
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Bart Van Ark, Chief Economist at the Conference Board, on consumer confidence and an update to their U.S. economic forecast for 2020. Julian Lee, Bloomberg oil strategist and Opinion columnist, on oil markets and Trump's call with Putin. Scott Clemons, Chief Investment Strategist for Brown, Brothers Harriman, discusses his current market strategy. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses inflation and Fed stimulus.

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Hessam Nadji, CEO of Marcus and Millichap (NYSE:MMI), on what's happening to commercial real estate as the coronavirus shuts down businesses, retailers and hotels. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on the oil price plunge and the Saudis flooding the market. Greg Hahn, Chief Investment Officer for Winthrop Capital Management, on opportunities in the credit markets. David Welch, Bloomberg Detroit Bureau Chief, discusses GM making ventilators with partner Ventec.

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Published 2020-03-26

Casual Dining Chains Could Lose 75% of Sales: BI's Halen

26 min Transcript
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Michael Halen, Senior Restaurant analyst for Bloomberg Intelligence, on the Covid-19 outlook for North America restaurants. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on emerging markets and the dollar. Adam Levitin, Georgetown Law Professor and former special counsel to the Congressional Oversight Panel of TARP, on how to get money to small businesses fast. Bloomberg stocks editor Dave Wilson, and Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, discuss market drivers and the record 3.3 million jobless claims.

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Frances Donald, Managing Director, Chief Economist & Head of Macro Strategy at Manulife Investment Management, on her prognosis for the economy. Dr. Leana Wen, emergency physician, public health professor at George Washington University, and former Health Commissioner for Baltimore, discusses the health impact of President Trump's plan to reopen the economy by Easter. Hans Olsen, CIO of Fiduciary Trust Company in Boston, on seeing the beginning phases of a market bottom. Aaron Dunn, Co-Director of Value Equity Investing and portfolio manager at Eaton Vance, discusses gaming out the other side of the coronavirus impact.

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