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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 2019-08-01

Fed 'Takes Back' Last Year's Hike: Invesco's Hooper

28 min Transcript
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Kristina Hooper, Chief Global Market Strategist at Invesco, on the Fed "taking back" last year's fourth rate hike. Harley Finkelstein, COO of Shopify, on the company's strong earnings, and why direct-to-consumer is the future of retail. Andrew Feltus, Amundi Pioneer Co-Director of High Yield, on the Fed decision on the high-yield bond market. Hugh Bromley, solar market analyst for Bloomberg New Energy Finance, on the solar market and whether U.S. solar is now in an upswing. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Published 2019-07-31

The Compelling Case For Front-Loading A 50bp Rate Cut

29 min Transcript
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Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the case for a 50 bps Fed cut. Laura Martin, Senior Entertainment analyst at Needham & Co. on Apple and upcoming media earnings. Craig Trudell, U.S. Autos Team Leader for Bloomberg, on auto earnings and Musk testing the SEC with a new tweet on production.  Stacey Hunter-Harrington, the owner of QUO Active, on the athletic underwear market. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-07-30

Federal Reserve Meets; Apple to Post Earnings

25 min Transcript
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Bloomberg Intelligence U.S. Rates Strategist Ira Jersey looks ahead to Fed decision. Bloomberg Opinion Columnist Shira Ovide previews Apple earnings. The Conference Board’s Lynn Franco on consumer confidence rising in July.  Miller Tabak equity strategist Matt Maley on stock market near record highs

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Published 2019-07-29

Pound Sinks As Market Comes To Grips With Hard Brexit

25 min Transcript
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Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, discusses the pound sinking on hard Brexit fears, and the dollar ahead of the Fed decision. Dan Ives, Managing Director and Equity Analyst covering the Technology sector at Wedbush Securities, on tech earnings and what to expect from Apple. Max Nisen, Bloomberg Opinion health care columnist, on why the Pfizer-Mylan combo solves two problems with one deal. Terrell Gates, CEO of Virtus Real Estate Capital, an Austin-based private equity firm, on which commercial real estate investments are more immune to downturns. Hosted by Lisa Abramowicz and Paul Sweeney (Alix Steel filling in for Lisa Abramowicz.) 

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Nabila Ahmed, Bloomberg Deals reporter, and Jennifer Rie, Senior Litigation analyst for Bloomberg Intelligence, discuss T-Mobile winning approval to acquire Sprint. Donny White, CEO and Founder of Satisfi Labs, on how AI is being used in stadiums and on Broadway. Scott Wren, Senior Global Equity Strategist for Wells Fargo Investment Institute, on why it’s a "show-me" market going forward. Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on the consumer's strong showing in the economy. 

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Published 2019-07-25

Facebook's 'Zero' Data Cost Is Threatened By Regulation

27 min Transcript
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David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on Big Tech earnings and regulation. Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing. 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 the Mueller hearing. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on the ECB and why Mario Draghi needs to explain what happened at Monte Paschi. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-07-23

Less-Liquid Credit Markets Are Pushing Traders to CDX:

30 min Transcript
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Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, discusses his 3rd Quarter global outlook. Michael Zeldin, former federal prosecutor and Robert Mueller's former Special Assistant at the DOJ, on what to expect from the Mueller hearings. Constance Hunter, Chief Economist at KPMG, on why the sluggish housing market is a puzzle for the Fed. Therese Raphael, Bloomberg Opinion editor, on Boris Johnson winning the Tory vote to be the next UK Prime Minister.

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Published 2019-07-22

Don't Try to Trade This Market: Fidelity's Timmer

28 min Transcript
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Jurien Timmer, Fidelity Investments Director: Global Macro, discusses if the Fed should cut rates during a pivotal time in earning season. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, on the escalation in Iran and impact to energy markets. Safi Bahcall, author of the WSJ bestseller Loonshots, on why Branson and Musk have outdone NASA at the crazy thinking that led to the Moonshot 50 years ago. Brooke Sutherland, Deals and Industrials Columnist for Bloomberg Opinion, on why more earnings disappointments are coming for the industrials. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-07-19

You Can't Issue Debt Forever: State Street's Loh

27 min Transcript
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Marvin Loh, Global Macro Strategist at State Street, on the Fed, the economy, and debt ceiling. Seth Grae, President and CEO of Lightbridge, to discuss Iran breaking the nuclear deal, what needs to be done for non-proliferation, and exporting nuclear technology to the middle east.  George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Boeing. Joe Mysak, Munis Editor for Bloomberg Briefs, discusses Puerto Rico, PG&E, and the Las Vegas monorail. Hosted by Paul Sweeney and Lisa Abramowicz (Alix Steel filling in for Lisa Abramowicz.)

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 Ken Leon, Global Director of Equity Research at CFRA, on Morgan Stanley posting steepest trading slide on Wall Street. Bloomberg Opinion Columnist Shira Ovide discusses NetFlix plunging on falling subscriber growth. Gad Levanon, Chief Economist: North America at the Conference Board, on the Leading Economic Index falling.

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Published 2019-07-17

Housing Starts Fall to 3-Month Low: BofA Earnings Recap

28 min Transcript
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Renaissance Macro economist Neil Dutta on Housing Starts falling: Bloomberg News Federal Reserve Reporter Christopher Condon on Trump vs. Powell. Bloomberg Intelligence senior financial analyst Alison Williams discusses Bank of America Earnings. Don Steinbrugge, chief executive officer of hedge fund consultant Agecroft Partners, on markets near all-time highs.

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Published 2019-07-16

Facebook Takes Heat From Skeptical Senators on Libra

25 min Transcript
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Lionel Laurent, Bloomberg Opinion columnist, on Facebook’s David Marcus testimony before the Senate Banking committee on their new cryptocurrency, Libra. Steve Silver, President and COO of Krasdale Foods, on the NYC food market, the latest trends in the grocery space, and the Amazon effect. Evan Clark, Deputy Managing Editor for WWD, on Amazon Prime Day and their work strike, and retail sales. Yalman Onaran, Senior Finance Writer for Bloomberg, on bank earnings. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-07-15

Pervasive Pessimism Is a Reason to Be Bullish: Hyzy

29 min Transcript
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Chris Hyzy, Chief Investment Officer at Bank of America Global Wealth & Investment Management, with his mid-year outlook and asset allocation changes to consider. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on why more stimulus may be a bridge to nowhere. Tom Orlik, Chief Economist for Bloomberg Economics, on why we could expect more weakness out of China. Matt Jozwiak, former Eleven Madison Park chef and now head of the Brooklyn-based nonprofit Rethink on the economic cost of food waste. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Published 2019-07-12

Stocks at Records; Labor Chief Acosta to Quit

23 min Transcript
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Bloomberg News Washington Bureau Chief Craig Gordon on Alex Acosta Resigning as Labor Secretary. Bruce Bittles, Chief Investment Officer at Baird, on stocks at record Highs. Bloomberg Chief U.S. Economist Carl Riccadonna discusses Producer Prices Increasing More Than Forecast in June. Bloomberg News Reporter Spencer Soper Previews Amazon's Prime Day.

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Published 2019-07-09

Richard Branson Is Taking Space-Tourism Unit Public

32 min Transcript
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Virgin Atlantic CEO Richard Branson and Social Capital CEO Chamath Palihapitiya speak to Bloomberg's Vonnie Quinn and Guy Johnson to discuss taking space-tourism company Virgin Galactic public. Christopher Jasper, transport/aviation reporter for Bloomberg, breaks down the key takeaways. Thomas Siebel, Founder, Chairman and CEO of C3, discusses his new book, "Digital Transformation: Survive and Thrive In An Era of Mass Extinction." Chris Whalen, Chairman of Whalen Global Advisors, on Piper Jaffray buying Sandler O’Neill & Partners LP for $485 million. Bill Studebaker, President and CIO of ROBO Global, discusses the tech arms race between the U.S. and China, and how that has impacted the trade war. Richard Branson Is Taking Space-Tourism Unit Public (Podcast)

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Published 2019-07-08

Analysts Sour On Apple As China Nationalism Hits iPhone

25 min Transcript
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John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Wall Street souring on Apple, and Google denying being in talks with Dish to create a 4th network. Joey Bergstein, Seventh Generation CEO, on the company's 2025 goals and lobbying efforts on climate change. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on why Deutsche Bank's reboot looks real this time. Lakshman Achuthan, Co-Founder and Chief Operating Officer at the Economic Cycle Research Institute and a Bloomberg Opinion columnist, discusses his column: "The Myth of the Tight U.S. Labor Market." Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-07-05

Jobs Print Takes 50bp July Rate Cut Off Table: Dudley

33 min Transcript
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Bill Dudley, former New York Fed President and senior researcher at Princeton University’s Center for Economic Policy Studies, discusses the Fed, the economy, and his column: "The Fed Should Keep Its Tools in Their Place."  Jim Bianco, President and Founder of Bianco Research, on interviewing for one of the open Fed governor positions. Steven Arons, German banks reporter for Bloomberg, on how Deutsche Bank's U.S. cuts may go far deeper than equities and rates. Kate Krader, Bloomberg Pursuits reporter, on her column, "You’re Grilling Wrong! Chefs Share What Not to Do Over the Coals." Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-07-03

Biggest Risk Is Downside Jobs Surprise: JPM's Kennedy

25 min Transcript
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Tom Kennedy, Global Head of Macro & Fixed Income Strategy, J.P. Morgan Private Bank, discusses his current outlook for fixed income markets and the Fed. Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on why Christine Lagarde is a great choice for head of the ECB. Bridget van Kralingen, Senior Vice President of IBM Global Industries, Clients, Platforms & Blockchain, discusses the rapid adoption of TradeLens, their blockchain-enabled digital shipping platform. Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, discusses Broadcom in advanced talks to buy cybersecurity firm Symantec Corp. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Published 2019-07-02

Big EU-Mercosur Trade Deal Sends Message To Trump, UK

25 min Transcript
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Therese Raphael, Bloomberg Opinion editor, discusses Trump's new round of EU tariff threats and the EU-Mercosur trade deal. Michelle Krebs, Executive Analyst at AutoTrader, on auto sales and truck wars. Steve White, CEO and Founder of Harvest Health & Recreastion, discusses the cannabis market after Illinois becomes the 11th state to legalize marijuana. Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on Saudi Aramco reviving its IPO, and key takeaways from the OPEC meeting. Hosted by Lisa Abramowicz and Paul Sweeney. 

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"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the lack of a substantive China trade deal for the U.S. Jason Schenker, President of Prestige Economics and a Bloomberg Opinion columnist, on the OPEC meeting. Lanhee Chen, Research Fellow at the Hoover Institution, on the Democratic candidates and the 2020 political landscape. Michael Hirson, Practice Head, China and Northeast Asia for Eurasia Group, on Trump's meeting with Xi Jinping and the geopolitics of North Korea. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Published 2019-06-28

GOP Strategist Heye Warns Dems Lurching Too Far Left

26 min Transcript
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Doug Heye, former RNC Communications Director and Republican Strategist, unpacks the second night of Democratic debates.  Maria Considine King, Senior Vice President, Practice Management at Commonwealth Financial Network, discusses why women advisors need more visibility. Bloomberg's Mike McKee, International Economics & Policy Correspondent, and Steve Engle, TV correspondent in Hong Kong, discusses the key trade and political highlights from G20. Jack Daniels' Assistant Master Distiller Chris Fletcher on what goes into making a premier bourbon, and a look at the biggest markets for bourbon around the world. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-06-27

Ford Moves In Right Direction With Euro Job Cuts: Kudla

27 min Transcript
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David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Ford eliminating 20% of its workforce across Europe. Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the winners and losers of the first Democratic debate. Ron Luzon, CEO of My Size, on disrupting online clothes shopping with a “virtual measuring tape" to find the perfect fit, all done from a 4-inch smart phone. Aaron Brown, Bloomberg Opinion columnist and former head of financial market research at AQR Capital Management, discusses the bitcoin rally.  Hosted by Lisa Abramowicz and Paul Sweeney. Samara Lenga

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Published 2019-06-26

Little Upside Left in U.S. Junk Bonds: Diamond Hill

28 min Transcript
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Bill Zox, CIO of Fixed income at Diamond Hill Capital Management, to discuss why there's little upside left in the high yield space. Leland Miller, CEO of China Beige Book International, on China Beige Book's new Q2 2019 Early Look Brief, and outlook for Trump and Xi at G20. Tim O'Brien, Executive editor for Bloomberg Opinion, previews the Democratic debates and discusses the Mueller hearings. Logan Mohtashami, Senior Loan Officer at AMC Lending Group, on housing data and outlook. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Published 2019-06-25

Allergan Is A Short-Term Cosmetic Fix For AbbVie: Nisen

25 min Transcript
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Max Nisen, Bloomberg Opinion health care columnist, on AbbVie buying Botox maker Allergan for $63 billion. CoinShares Chairman Danny Masters discusses the bitcoin rally and Facebook's new Libra cryptocurrency. Lynn Franco, Senior Director of Economic Indicators and Surveys at The Conference Board, discusses how trade and tariffs worries are draining consumer confidence.  Hal Brands, the Henry A. Kissinger Distinguished Professor at Johns Hopkins University and a Bloomberg Opinion columnist, discusses Trump mulling ending the postwar defense pact with Japan. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-06-24

Private Equity Fees Are Ripe For The ’Vanguard Effect’

27 min Transcript
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Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Vanguard considering offering private equity to investors. Francis Greenburger, Time Equities Chairman & CEO, discusses how the recent change to rent laws in NYC could tank real estate values. Burt Flickinger, Managing Director for Strategic Resource Group, on Toys 'R' Us coming back from the dead to open U.S. stores. Eran Baniel, CEO of DouxMatok on new funding that will help bring their sugar reduction product to market later this year. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Phil Orlando, Chief Equity Market Strategist at Federated Investors, on markets, the Fed and current investment strategy.  Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute, on Trump pulling out of Syria, General Mattis' resignation, and China's espionage. CoinShares Chairman Danny Masters discusses why Switzerland unveiling a legal framework for regulating blockchain on a national level is "meaningful." Susan DeVore, CEO of Premier Inc., on what to expect in health care in 2019. Hosted by Pimm Foxx and Lisa Ambramowicz.

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Published 2019-06-20

Slack CEO, CFO On Why They Went With A Direct Listing

28 min Transcript
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Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, on Slack going public in a direct listing, and Slack CEO Stewart Butterfield and CFO Allen Shim speak from the NYSE with Emily Chang of Bloomberg Television. Sarah Halzack, Bloomberg Opinion retail columnist, on why consumer giants should use their brand power in a more forceful way to make their case against Trump's trade policy. Barry Knapp, Managing Partner, Ironsides Macroeconomics LLC, on the Fed decision and his current economic and investment strategy.

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Published 2019-06-19

Sell Credit On A Dovish Rally: PGIM's Mike Collins

24 min Transcript
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Mike Collins, Senior Fixed Income Portfolio Manager for PGIM, on the bond market and what to expect from the Fed. Lionel Laurent, Bloomberg Opinion columnist, on Facebook's new cryptocurrency Libra, and whether it is offering anything new or better to consumers. PenFed President and CEO James Schenck discusses his USA Today op-ed on why consumers shouldn't panic about the inverted yield curve. Tara Lachapelle, Deals, Telecom and Media Columnist for Bloomberg Opinion, on how the T-Mobile- Sprint merger may be spoiled by selling assets to Dish.  Hosted by Paul Sweeney and Alix Steel (filling in for Lisa Abramowicz).

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Published 2019-06-18

Lighthizer Signals Progress On USMCA, But Not On China

18 min Transcript
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Bloomberg's Mike McKee, International Economics & Policy correspondent, and Shawn Donnan, Senior Trade reporter, discuss what to expect from U.S. Trade Representative Robert Lighthizer testimony to the Senate Finance Committee on trade policy agenda. Saleha Mohsin, Treasury reporter for Bloomberg, discusses the White House exploring the legality of demoting Fed Chair Jay Powell. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses what to expect from the Fed this week (Alix Steel filling in for Lisa Abramowicz). 

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Published 2019-06-17

Array Deal Gives Pfizer Deep Cancer Expertise: Fazeli

25 min Transcript
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Sam Fazeli, Director of Research for Bloomberg Intelligence, on Pfizer expanding its cancer platform with the $10.6 billion Array BioPharma deal. Leland Miller, CEO of China Beige Book International, on why Xi Jinping and Trump will want to make a deal at the G20.  Matt Maley, Managing Director and Equity Strategist for Miller Tabak & Co., on why markets could see a leg down, and what to expect from Jay Powell.  Yalman Onaran, Senior Finance Writer for Bloomberg, on Deutsche Bank considering shuttering its U.S. equities trading unit. Hosted by Lisa Abramowicz and Paul Sweeney.  

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Published 2019-06-14

Overdependence On Fed Cuts Stems From Uncertainty: Slok

30 min Transcript
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Torsten Slok, Chief Economist for Deutsche Bank AG, on why markets shouldn’t be so certain that the Fed is cutting rates. Duncan Wood, Director of the Mexico Institute at The Wilson Center, on what’s in President Trump’s new deal with Mexico. Deena Shanker, Bloomberg consumer reporter, on Impossible Foods experiencing shortages, and Tyson launching their own meatless product. Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, discusses whether it's time to get defensive. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-06-13

Hong Kong Is Destined To Be Another Mainland City

29 min Transcript
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Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on the Hong Kong protests and how investors are reacting. Jim Crowley, CEO of Pershing, discusses his vision as the newly-appointed CEO and trends impacting the industry. Clint Watts, Senior Fellow at the Foreign Policy Research Institute, discusses President Trump’s interview with ABC News' Stephanopoulos where he says he’d take foreign information on 2020 opponents. Matt Forester, Chief Investment Officer at BNY Mellon's Lockwood Advisors, discusses preparing a portfolio for a recession. Hosted by Lisa Abramowicz and Paul Sweeney. Broadcasting Live from the BNY Mellon Pershing INSITE conference in Phoenix.

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Published 2019-06-12

Invesco’s Hooper: Tech Is Attractive Despite Headwinds

27 min Transcript
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Kristina Hooper, Chief Global Market Strategist at Invesco, discusses why a recession isn't in the cards for mid-2020. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, on markets and his current investment outlook. Josh Wingrove, White House reporter, on how Trump’s patience with tariffs hinges on an unlikely feat by Mexico. Jeff McCarthy, the Chief Executive Officer of Exchange Traded Funds for BNY Mellon, discusses the annually growing inflows into ETFs. Broadcasting Live from the BNY Mellon Pershing INSITE conference in Phoenix. Hosted by Lisa Abramowicz and Paul Sweeney.Samara Lenga

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(Corrects title in reference to Bain's credit purchases.)

Jonathan Lavine, Co-Managing Partner and Credit Chief Investment Officer at Bain Capital, discusses the private credit markets. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Apple having the capacity to make iPhones out of China if it needs to. Danton Goei, portfolio manager for the Davis Large Cap, Global, and International Portfolios at Davis Funds, discusses why China tech stocks are undervalued due to the trade war. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses whether traders are ahead of themselves on a Fed cut. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Published 2019-06-10

Too Much Worry About Emerging Markets: Van Eck's Fine

27 min Transcript
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Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, discusses why EM fears are overblown.  Anurag Rana, Software & IT Services analyst for Bloomberg Intelligence, on Salesforce buying Tableau. Brad McMillan, Chief Investment Officer at Commonwealth Financial Network, on why there's lots of strength left in U.S. equity markets. Joseph Abboud, designer and Chief Creative Director of Men’s Wearhouse, on Father's Day gifts and men's fashion trends. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-06-06

Why The US Dollar Is Poised to Weaken Vs Euro

28 min Transcript
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Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the dollar, EM currencies and interest rates. Brian Fenty, Co-Founder and CEO of TodayTix, expands beyond ticket sales to developing their own live shows. Hector Barreto, Chairman of The Latino Coalition and former U.S. SBA Administrator, on the U.S. and Mexico failing to reach an agreement to avert tariffs. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on Fiat-Chrysler pulling its bid for Renault. 

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Published 2019-06-05

Mike Mayo: Banks Are Poised To Party Like It’s 1995

35 min Transcript
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Mike Mayo, Senior Banking Analyst for Wells Fargo Securities, on his market moving note on how banks are poised to "party like its 1995" if rates were cut.  Ken Fisher, Founder, Executive Chairman and Co-CIO of Fisher Investments, on how America is getting funded by Europe and Japan. Mark Shafir, Co-Head Global Mergers & Acquisitions at Citigroup, on cross-border mergers falling to a record low in 2019. Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations and Senior Advisor at Exante Data, on how Trump's trade wars are impacting the global economy. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Published 2019-06-04

UBS's Harford: We're In 4th Inning of Consolidation

28 min Transcript
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Suni Harford, Head of Investments at UBS Asset Management, on the big shifts in the asset management industry. Afsaneh Beschloss, Founder and CEO of RockCreek, on emerging markets, global finance and trade. Chris Low, Chief Economist for FTN Financial, to discuss the Fed's signal that they may cut rates. Professor Chris Sagers, the James A. Thomas Distinguished Professor of Law at Cleveland State University, on Big Tech going under the microscope of U.S. antitrust probes. Broadcasting Live from the Bloomberg Invest New York conference. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Published 2019-06-03

Dollar to Weaken on Mexico Trade Tensions: Nordvig

28 min Transcript
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Jens Nordvig, Founder and CEO of Exante Data, on China, EM currencies, and Mexico. Carl Weinberg, Founder and Chief International Economist at High Frequency Economics, on the global economy as Trump's trade wars heat up. Kathy Hannun, co-founder and CEO at Dandelion Energy, a spin-out company of Google X, on why geothermal energy will be a $9 billion market.  Shira Ovide, Bloomberg Opinion technology columnist, on Google sinking as the DOJ mulls an anti-competitive probe into Alphabet. Hosted by Lisa Abramwicz and Paul Sweeney.

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Published 2019-05-31

Trump Tariffs Imperil Mexico Relationship: Duncan Wood

26 min Transcript
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Duncan Wood, Director of the Mexico Institute at The Wilson Center, on how President Trump's 5% tariff threat to Mexico over migrants will impact the economy and the trade deal. Alan Baum, auto analyst and Principal at Baum and Associates, on why auto manufacturers and suppliers can't simply move their supply chains out of Mexico. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, discusses why there won't be a China trade deal. Marc Chandler, Managing Partner and Chief Market Strategist at Bannockburn Global Forex, discusses why there are opportunities in EM as companies leave China. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-05-30

Eco Slowdown Impacting Oil More Than Supply Crunch

27 min Transcript
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Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on how the geopolitical situation in the Middle East is impacting oil supplies. David Dietze, Founder, President and Chief Investment Strategist of Point View Wealth Management, on why markets aren't falling out of bed. Carl Bialik, Data Science Editor for Yelp, on the Yelp Economic Average, which provides an in-depth view of local business trends in cities across the US. Jennifer Rie, Senior Litigation Analyst for Bloomberg Intelligence, on the DOJ wanting T-Mobile and Sprint to create a new competitor as part of their merger. Hosted by Lisa Abramowicz and Paul Sweeney.Samara Lenga

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Published 2019-05-29

Mueller’s Low-Key Rebuttal Blows Hole In Exoneration

31 min Transcript
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Mueller Roundtable: Kan Nawaday, former corruption and fraud prosecutor for the US Attorney’s Office in the Southern District of NY and Partner at Venable LLP, Tim O’Brien, Executive Editor for Bloomberg Opinion, and Andy Harris, Bloomberg legal reporter, react to Special Counsel Robert Mueller’s public statement. Jim Bianco, President and Founder of Bianco Research, on why the inverted yield curve does signal a downturn. John Paul DeJoria, Co-Founder of Paul Mitchell and Patron Spirits, and co-Founder of ROK Mobile, discusses their affordable 3D and "lifestyle" cell phones. Hosted by Lisa Abramowicz and Paul Sweeney.

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Jeff Sloan, CEO of Global Payments, on buying Total Systems Services in a deal valued at $21.5 billion. Eric Stein, Portfolio Manager and Co-Director of Global Fixed Income at Eaton Vance, on how bond markets are reflecting global growth fears. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on a tech cold war, and how freezing out Huawei will impact 5G. Clive Crook, Bloomberg Opinion editor, on why European elections were a mess for EU leadership. Hosted by Lisa Abramowicz and Paul Sweeney.

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Published 2019-05-24

Boris Johnson Wouldn’t Last A Year As UK Leader

26 min Transcript
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Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on Theresa May’s resignation and what happens next with Brexit.  Guitar Center CEO Ron Japinga discusses plans for growth, and how Guitar Center has been able to navigate brick and mortar challenges. Doug Ciocca, CEO at Kavar Capital, on markets and why he's seeing opportunities in tech. Amanda Albright, Bloomberg Muni reporter, discusses money flowing into muni bond funds, stretched muni prices, dead infrastructure, and Illinois. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Published 2019-05-23

Qualcomm's Dual Business Model Remains A Risk: Ovide

28 min Transcript
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Shira Ovide, Bloomberg Opinion technology columnist, on why Qualcomm may have finally run out of lives. Cameron Clayton, General Manager: IBM Watson Media and Weather, discusses their new Weather Signals product which turns weather forecasts into sales predictions for retailers and the agriculture industry. Michelle Krebs, Executive Analyst at Autotrader, on the upcoming Memorial Day weekend that traditionally provides a sales lift for auto manufacturers. Danielle DiMartino Booth, CEO of Quill Intelligence LLC, former adviser to the Dallas Fed, and a Bloomberg Opinion columnist, discusses the Fed minutes and why the U.S. consumer isn't so mighty. Hosted by Lisa Abramowicz and Paul Sweeney. Samara Lenga

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Published 2019-05-22

Jennison Bets On 'Booming' Digital Payments Sector

23 min Transcript
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Mark Baribeau, Head of Global Equity at Jennison, on why growth equities have room to run despite geopolitical issues and market volatility. Bess Freedman, CEO of Brown Harris Stevens, on where the money is going in NYC real estate.David Stewart, The Balvenie's Malt Master, discusses the growth of the Scotch/whiskey category, and their new Stories line. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on how Boeing has a clear path to put the 737 Max back in service before Q3 closes. Hosted by Lisa Abramowicz and Paul Sweeney.

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Extract Knowledge
Published 2019-05-21

The Odds Are Increasing For A Second Brexit Referendum

26 min Transcript
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Therese Raphael, Bloomberg Opinion editor, discusses Theresa May's new Brexit plan.  Jon Mackay, Head of Sales, Wealth Management Solutions at Schroders, on why EU equities look more attractive than U.S. equities.  Jennifer Rie, Senior Litigation Analyst for Bloomberg Intelligence, on the outlook for the T-Mobile - Sprint deal. OppenheimerFunds Chief Investment Officer and Head of Fixed Income, Krishna Memani, and Portfolio Manager Peter Strzalkowski, discuss the race to risk assets.

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Published 2019-05-20

Tesla Growth Story May Be Shifting To Solvency Story

25 min Transcript
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David Kudla, CEO and Chief Investment Strategist at Mainstay Capital Management, on Tesla shares dipping below $200, and Ford slashing 7k jobs in restructuring. Elliott Stein, Senior Litigation Analyst for Bloomberg Intelligence, on Deutsche Bank under a U.S. money laundering microscope. Jordan Gaspar, Managing Partner of AccelFoods, on the future of food and how to invest in it.  Edward Hertzman, Founder and President of Sourcing Journal, discusses how tariffs will impact the apparel and footwear industries, and how companies are responding. Hosted by Lisa Abramowicz and Paul Sweeney. 

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