Bloomberg Intelligence

Burt Flickinger, Managing Director for Strategic Resource Group, on Target and Kohl's, and the retail landscape.  Atish Davda, CEO of EquityZen, on the Lyft roadshow and upcoming IPOs. Shawn Matthews, CEO of Hondius Capital Management, on why it's a good time to sell into any good China trade deal news. Brendan Ahern, CIO of KraneShares, on why the rumors of the death of the Chinese consumer is exaggerated.

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Milton Ezrati, independent economics and investment strategy consultant and chief economist for Vested, discusses why Europe is a slow-moving car crash. Greg La Blanc, Lecturer at Haas School of Business and Berkeley Law School at the University of California Berkeley, discusses fintech innovation in the asset management industry. Steve Meyer, Head of Global Wealth Management Services at SEI, on the big changes in the financial services industry. Tom Orlik, Chief Economist for Bloomberg Economics, discusses the latest news on the US-China trade deal, and China's planned cut to the VAT for factories.  Hosted by Lisa Abramowicz and Paul Sweeney, broadcasting live from the SEI Executive Conference in Scottsdale, AZ.

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Shoshana Zuboff, Profesor Emerita At Harvard Business School, discusses her new book THE AGE OF SURVEILLANCE CAPITALISM: The Fight for a Human Future at the New Frontier of Power.  Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, on Lyft's IPO.  Victor Garcia,  CEO Of CAI International (NYSE: CAI), on impact of tariffs, and how the rise of e-commerce has changed the landscape for shipping and logistics companies. Phil Orlando, Chief Equity Market Strategist at Federated Investors, on markets, the Fed and current investment strategy. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Greg Hahn, President and CIO of Winthrop Capital Management, on his current investment outlook and opportunities in high yield. Dr. Sam Natapoff, President of Empire Global Ventures, on China trade talks following Lighthizer's hearing. Evan Clark, Deputy Managing Editor for WWD, on retailers searching for the model of the future. David Welch, Detroit Bureau Chief, on how new forms of mobility are making privately owned cars obsolete. Hosted by Abramowicz and Paul Sweeney.

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Brooke Sutherland, Bloomberg Opinion industrials columnist, on GE selling its BioPharma business to Danaher for $21.4 billion. Leland Miller, CEO of China Beige Book International, on the progress in US-China trade talks and deleveraging in China. John Kilduff, Founding Partner at Again Capital, on how Trump's tweet criticizing high oil prices may indicate a softening towards clamping down on Iranian sanctions waivers. Katherine Chiglinsky, U.S. finance reporter, on Berkshire Hathaway's annual letter and earnings results. Hosted by Abramowicz and Paul Sweeney. 

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Seth Waxman, former federal prosecutor and Partner at Dickinson Wright, on the legal issues swirling around the Mueller report, reported to be filed as early as next week.  Chris Greiner, CFO of LivePerson, on how robots will increasingly answer corporate calls. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on the VRDO price-fixing lawsuits against major banks. Rob Waldner, Chief Strategist and Head of Multi-Sector Invesco Fixed Income, on bond markets and his 2019 outlook. Hosted by Abramowicz and Paul Sweeney. 

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Tech venture capitalist Roger McNamee, Founder of Elevation Partners, discusses his new book, "ZUCKED: Waking Up to the Facebook Catastrophe." Andy Browne, Editorial Director for Bloomberg New Economy Forum, on U.S.-China trade negotiations, and China banning Australia coal imports as retaliation for Huawei ban. Randy Frederick, VP of Trading and Derivatives at Schwab, discusses market behavior, and current investment outlook.  David Ritter, Payments and Specialty Finance Analyst for Bloomberg Intelligence, on Apple and Goldman testing a jointly developed credit card.  Hosted by Lisa Abramowicz and Paul Sweeney.

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Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the U.S. push for a stable yuan, and his outlook for EM. Danielle DiMartino Booth, CEO of Quill Intelligence LLC, author of "FED UP: An Insider’s Take on Why The Federal Reserve is Bad For America," and a Bloomberg Opinion columnist, discusses the Fed’s big policy reversal. Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, discusses how markets were ahead of analysts on the current earnings recession. Shahien Nasripour, reporter for Bloomberg, on how Deutsche Bank weighed restructuring Trump loans on fear of default risks. Hosted by Abramowicz and Paul Sweeney. 

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Greg Valliere, chief U.S. policy strategist, AGF Investments, on Senator Bernie Sanders announcing a second White House bid. Burt Flickinger, Managing Director at Strategic Resource Group, discusses Walmart's fourth-quarter earnings report. Bloomberg's Craig Torres on challenges the Fed faces communicating the direction of the economy. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, talks about his outlook for financial markets. Hosted by Alix Steel and Paul Sweeney.

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Ken Weissenberg, Partner-in-Charge: Real Estate, at EisnerAmper, on how real estate values will react to Amazon backing out of NYC HQ.  Anna Edgerton, congressional reporter for Bloomberg, on Trump invoking emergency powers to build his border wall. Michael Temple, Director of Corporate Credit US at Amundi Pioneer, on global bond markets. Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on infrastructure, Amazon, and high speed rail. Hosted by Abramowicz and Paul Sweeney. 

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Craig Johnson, President of Customer Growth Partners, and Carl Riccadonna, Chief US Economist for Bloomberg Economics, on retail sales posting the worst drop in nine years. Ken DeCubellis, the current CEO of Black Ridge and future CFO of AESE, and Frank Ng, current CEO of Ourgame International and future CEO of AESE, discuss their impending merger and what it will mean for esports and the investment community. Peter Andersen, Founder of Andersen Capital Management, LLC, on markets, current investment strategy, and why Nvidia is a buy. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on Airbus scrapping its A380 jumbo plane amid an industry shift to smaller planes. Hosted by Abramowicz and Paul Sweeney. 

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Teva Pharmaceutical’s CEO Kare Schultz discusses the earnings shortfall, product pipeline, and moving into biotech drugs.  Matt Rodrigue, Managing Director at Miller Buckfire, a Stifel company, represented the largest organized creditor in the Puerto Rico bankruptcy case and discusses the restructuring plan. Joe Perry, Tax Leader at Marcum, on how the Trump tax cut is creating many surprises for American tax payers. Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on outlook for US markets, earnings season and investment strategies. Hosted by Abramowicz and Paul Sweeney. 

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John Authers, Senior Editor for Bloomberg Markets, on the China trade negotiations and impact to markets. Bloomberg Opinion columnists Tara Lachapelle and Sarah Halzack discuss how media companies are grappling with pricing and content, in a landscape where consumers continue to choose "free." Chris McCann, Chris McCann, CEO of 1-800-FLOWERS.COM, on Valentine's Day gifting season, incorporating AI technology, and trends in consumer behavior. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on U.S. budget negotiations could impact debt markets, and Fed's Mary Daly's comments on QE. Hosted by Abramowicz and Paul Sweeney. 

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Logan Mohtashami, Senior Loan Officer for AMC Lending Group, on the slowdown in the housing market. Peter Tchir, Head of Macro Strategy at Academy Securities, on markets and current investment strategy. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on two large Chinese borrowers missing payment deadlines. Austin Carr, technology reporter for Bloomberg, on why taxpayers have a lot to lose in the Foxconn and Amazon headquarter deals. Hosted by Abramowicz and Paul Sweeney.

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Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses North Korea, Venezuela and the mid-east. Burt Flickinger, Managing Director at Strategic Resource Group, on what Eddie Lampert is doing with Sears, and winners and losers in bricks-and-mortar retail. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on the outlook for a China trade deal after Trump calls off his meeting with Xi. Mike McGlone, commodity strategist for Bloomberg Intelligence, on iron ore powering to its highest level since 2014, as the Vale mine crisis intensifies.

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Chris Whalen, Chairman of Whalen Global Advisors, and Arnold Kakuda, Senior Credit Analyst: Global Banking Sector for Bloomberg Intelligence, on BB&T Corp.'s merger with SunTrust Banks and what it bodes for the banking sector. Kevin Giddis, Head of Fixed Income at Raymond James, on the Fed, Treasury auctions, and bond markets. Alex Webb, European Technology columnist for Bloomberg Opinion, on Facebook’s advertising model under attack by German antitrust regulators. Ken Shea, Senior Analyst Global Food, Beverages & Tobacco for Bloomberg Intelligenece, on Tyson and Kellogg earnings.  Hosted by Abramowicz and Paul Sweeney. 

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Eli Lake, Bloomberg Opinion columnist covering national security, on how Trump is beginning to cave on North Korea, and what the U.S. is doing in Venezuela.  Porter Bibb, Managing Partner for MediaTech Capital Partners, on media earnings and the battle for subscribers.  Author Jim Krane, fellow in energy studies at Rice University's Baker Institute in Houston, discusses his new book, "Energy Kingdoms: Oil and Political Survival in the Persian Gulf." Lanhee Chen, Research Fellow at the Hoover Institution, on the key takeaways from the State of the Union and the Democratic response. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Puerto Rico Governor Ricardo Rosello discusses the post-hurricane recovery funds being threatened by President Trump, the State of the Union, and the bond restructuring. Dan Solender, Partner and Head of Municipal Bonds at Lord Abbett, and Michelle Kaske, Puerto Rico reporter for Bloomberg, on Puerto Rico winning approval for its plan to restructure more than $17 billion of sales-tax bonds.  William Drewry, Founding Partner at Pursuit Advisory, on how new media companies can't compete with the behemoths like Google and Facebook. Tom Kennedy, Global Head of Fixed Income, J.P. Morgan Private Bank, on bond markets, the Fed and current investment outlook.

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Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on China trade talks and what the Huawei charges could mean for 5G networks. Peggy Collins, Investing Team Leader for Bloomberg, on "Bond King" Bill Gross retiring after four decades in the industry. Ian Webber, CEO of Global Ship Lease (NYSE: GSL), on the global trade environment and impact of trade negotiations, and the company's recent merger. Jon Swallen, Chief Research Officer: North America at Kantar Media, on Super Bowl advertising.  Hosted by Lisa Abramowicz and Paul Sweeney.

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Mike Collins, Senior Portfolio Manager at PGIM Fixed Income, on the bond market and current portfolio positioning. Jonathan Tyce, Senior EU Banks analyst for Bloomberg Intelligence, on Deutsche Bank's earnings and outlook: can this bank survive? John Kilduff, Founding Partner of Again Capital, on Big Oil earnings, and oil price outlook.  Shira Ovide, Bloomberg Opinion technology columnist, on Amazon's earnings picture and other Big Tech earnings. Hosted by Lisa Abramowicz and Paul Sweeney.

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P+L co-host Lisa Abramowicz sits down with Cumberland Advisors Co-Founder David Kotok to talk about his career path, stand out moments, and the advice he gives current students in business school.    

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Gordon L. Johnson, Managing Director and analyst at Vertical Group, on why he would be aggressively adding to any Tesla short position here. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook earnings and outlook--and why Amazon may have the advantage in the advertising front. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on how a new Venezuela can avoid the oil curse. Leland Miller, CEO of China Beige Book, on how investors are misunderstanding the economic weakness in China. Hosted by Lisa Abramowicz and Paul Sweeney.     

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Dr. Sam Natapoff, President of Empire Global Ventures, on the difficulty in China trade talks and the Brexit vote outcome. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on how content has been driving earnings in media and telecoms like Apple and AT&T.  Michael Scanlon, Portfolio Manager for Manulife Asset Management, on Apple earnings and outlook. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on where the Fed balance sheet could end up after tightening. Hosted by Abramowicz and Paul Sweeney. 

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David Kotok, Chairman & Chief Investment Officer of Cumberland Advisors, on what to expect from the Fed on the balance sheet, and his outlook for markets. Therese Raphael, Bloomberg Opinion editor, on the stakes at play for today's Brexit vote in Parliament.  Anne Stevenson-Yang, Co-Founder and Research Director for J Capital Research LTD and a Bloomberg Opinion contributor, on the Huawei charges and how this will impact US-China trade relations. Shira Ovide, Bloomberg technology columnist, on what to expect from Apple and other big tech reporting earnings this week. Hosted by Abramowicz and Paul Sweeney. 

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Susan Crawford, Harvard Law professor and former Special Asst. for Science, Technology, and Innovation Policy during the Obama administration, discusses her new book, "FIBER: The Coming Tech Revolution—And Why America Might Miss It." Bill Barker, Portfolio Manager of the Motley Fool Small Mid-Cap Growth Fund, on why it’s a good time for both growth and value investors in mid-caps. Jeff Saut, Chief Investment Strategist: Equity Research at Raymond James, on why he's bullish on equities in 2019. Karen Ubelhart, Industrials Analyst for Bloomberg Intelligence, on Caterpillar's biggest quarterly profit miss in a decade as a China slowdown hit demand. Hosted by Lisa Abramowicz and Paul Sweeney

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Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on why it may be too little, too late, for PG&E. Yacov Arnopolin, Portfolio Manager: Emerging Markets at Pimco, on Venezuela, and outlook for EM markets. Mike McGlone, commodity strategist for Bloomberg Intelligence, on bitcoin’s evolution to digital gold. Martin Kremenstein, Head of ETFs at Nuveen,on ETF trends, growth in ESG assets and opportunities in fixed income ETFs. Hosted by Abramowicz and Paul Sweeney.

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Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on Venezuelan assets, as the opposition government tries to seize power. Javier Blas, Chief Energy correspondent for Bloomberg Intelligence in London, on oil markets and reaction to turmoil in Venezuela. Mike Konzen, CEO of a leading design & architecture firm PGAV Destinations, on designing thrill, the future of travel and 2019 trends. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on airline earnings. Hosted by Lisa Abramowicz and Paul Sweeney. 

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Patrick Winters, Bloomberg News Swiss Finance Reporter, will discuss his story on UBS warning that the worst may not be over after clients pulled $13 billion in assets during a market meltdown in the final months of 2018. Michael Hirson, Director: Asia at Eurasia Group, discusses China economy and trade negotiations. Stewart Glickman, Head of Energy Research at CFRA Research, discusses oil and earnings. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, gives his outlook for financial markets. Hosted by Paul Sweeney and Lisa Abramowicz.

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Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on China offering a path to close the trade gap and impact to markets.  Paul Light, Professor of Public Service at New York University, on the shutdown has putting a spotlight on the growth of contracted government employees, as the number of full-time employees has stagnated. Brendan Brown, Senior Fellow at The Hudson Institute, on why a“no deal Brexit” is the most likely-and best-outcome for freedom and prosperity in the UK and Europe. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, on Tesla cutting 7% of its staff and warning of a difficult road ahead. Hosted by Abramowicz and Paul Sweeney.

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Jim Bianco, President and Founder of Bianco Research and a Bloomberg Opinion columnist, on markets and the outlook for a recession. Peter Elliot, Editor for Bloomberg Reserve and food and wine expert, discusses how fine dining may be becoming out of reach --except for the extremely wealthy.  Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on Morgan Stanley and banks outlook. Ben Steverman, personal finance editor for Bloomberg, on the legacy of Jack Bogle, the founder of Vanguard who advocated low fees. Hosted by Abramowicz and Paul Sweeney. 

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Dr. Sam Natapoff, President of Empire Global Ventures, on the Brexit vote outcome. Hosted by Abramowicz and Paul Sweeney. Mark Douglas, CEO of Steelhouse, on Netflix raising prices and why this indicates it will be a blowout quarter. Kevin Hart, Founder and CEO of Green Check Verified (GCV) on their cloud-based technology platform that manages regulatory issues for the legal cannabis space. Chris Flavelle, Climate Policy Reporter for Bloomberg, on why the shutdown could get a lot worse, as agencies remain shuttered and Trump orders thousands of federal employees back to work without pay. 

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Charles Peabody, President of Portales Partners LLC, on bank earnings and outlook. Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on why Theresa May is a dead woman walking. George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on China's economic outlook and how this plays into trade negotiations.  Drew Armstrong, U.S. Healthcare team leader for Bloomberg, on Walmart leaving CVS's pharmacy network.

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Andrew Browne, Bloomberg Editorial Director for New Economy Forum, on how Trump has hidden allies behind China lines in the trade war. Yalman Onaran, Senior Finance Writer for Bloomberg, on Citibank and bank earnings.  Chris Russo, Head of Houlihan Lokey's Sports Practice, on pro-sports M&A, esports valuations, and whether momentum for sports gambling will continue. David Kudla, Founder and CEO of Mainstay Capital Management, on the big news out of the North American International Auto Show in Detroit. 

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David Bier, Policy Analyst for the Cato Institute, on border wall standoff and whether President Trump's wall and immigration proposals are the best for national security. Tom Atteberry, Partner and Portfolio Manager at FPA (First Pacific Advisers), discusses why investors aren't being compensated for credit and duration risk. James McCormack, Global Head Global Sovereigns and Supranational at FitchRatings, on why they issued a warning for U.S. sovereign debt. Francois Sonneville, Senior Beverage Analyst at Rabobank, on Anheuser-Busch InBev considering an initial public offering of its Asian operations. Hosted by Pimm Foxx and Lisa Abramowicz.

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Phil Orlando, Chief Equity Market Strategist at Federated Investors, on why he's bullish on U.S. equities.  Steve Blitz, Chief Economist at TS Lombard, on what the Fed will do this year. Matt Boyle, Global business reporter for Bloomberg, on retailers casting doubt on what was supposed to be a strong holiday season.  Stephen Schork, President of the Schork Group, on oil and gas markets. Hosted by Pimm Foxx and Lisa Abramowicz. 

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Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on U.S.-China trade talks, and how China’s weakening economy is impacting the negotiations. Jim Vogel, Interest Rate Strategist for FTN Financial, on the weak demand at the Treasury auction, and Fitch sending the U.S. a triple-A rating warning over the shutdown and debt ceiling. Ramesh Ponnuru, Senior Editor at National Review and a Bloomberg Opinion columnist, on Trump's immigration speech, and how the GOP is handling Trump's wall and shutdown. Ferdinando Giugliano, Bloomberg Opinion editor and economics columnist for La Repubblica, on why Italy's Five-Star revolution is already over. Hosted by Pimm Foxx and Lisa Abramowicz.

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Noah Feldman, Harvard Law professor and a Bloomberg Opinion columnist, discusses his column: "No ‘Emergency’ Will Allow Trump to Build His Wall." Leland Miller, CEO of China Beige Book International, on China trade negotiations and China's debt problem. Damian Sassower, Chief Emerging Market Credit Strategist for Bloomberg Intelligence on how the $225 billion of maturing EM dollar debt in 2019 will impact the market. Keith Merker, CEO of WeedMD (TSXV:WMD), on the acute cannabis supply shortage in Canada, and the Canadian recreational market. Hosted by Pimm Fox and Lisa Abramowicz.

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Victor Shih, associate professor of political economy at UC San Diego, on how the interest payments alone on China's debt servicing is 22% of the country's GDP. Chris Nagi, Executive Editor: Equities for Bloomberg, on big brokers including Morgan Stanley and UBS Group, forming a new stock market to compete with the NYSE, Nasdaq and Cboe. Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on PG&E mulling bankruptcy, and what the most likely outcome is. David Katz, President and CIO of Matrix Asset Advisors, on his current investment outlook, and why he's adding to Apple.  Hosted by Pimm Foxx and Lisa Abramowicz.

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Dr. Ward McCarthy, Chief Economist for Jefferies, and Matt Boesler, Bloomberg Fed reporter, discuss the blowout jobs report and the Fed.  Jason Schenker, President of Prestige Economics, Chairman of The Futurist Institute, and Bloomberg Opinion columnist, on the economy and 2019 outlook for markets. Marty Schenker, Chief Content Officer for Bloomberg, on the latest White House news, the shutdown, and Nancy Pelosi in the House.  Joe Mysak, Editor for Bloomberg Brief: Municipal Market, on investors pouring money into ETFs, and looking for yield in smaller liberal-arts colleges.  Hosted by Pimm Foxx and Lisa Abramowicz.

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Shira Ovide, Bloomberg Opinion technology columnist, on Apple slashing its revenue forecast on China trade woes and a declining smartphone market. Alan Baum, auto analyst and Principal at Baum and Associates, on auto sales and outlook. Matt Maley, Equity Strategist for Miller Tabak + Co., on why near-term pain will result in long-term gain. Vincent Cignarella, Global Macro Strategist for Bloomberg, on the yen "flash crash," and how global markets are reacting to Apple news.

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Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on why a slowing China isn't necessarily a bad thing for the global economy. Kevin Tynan, Senior Autos Analyst for Bloomberg Intelligence, discusses Tesla missing estimates on Model 3 deliveries. Anne Stevenson-Yang, co-founder and research director of J Capital Research Ltd. and Bloomberg Opinion contributor, on why Trump's China strategy isn't working. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, on why investors should buy gold. Hosted by Pimm Foxx and Lisa Ambramowicz.  

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Henry Peabody, Vice President and portfolio manager for Eaton Vance, on opportunities and risks in the credit markets. Michael Hirson, Director: Asia for Eurasia Group, on China economic data, and outlook for trade negotiations. Chris Macke, founder of Solutionomics, on the broken promises of the Trump tax cut. Michael Bruemmer, Vice President of Data Breach Resolution at Experian, on the top cyber threats for 2019.

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Nick Colas, Co-Founder of DataTrek Research and Bloomberg Opinion columnist, on what's behind the volatile trading week and why the market hasn't yield the long-term results that investors expected. Dr. Sam Natapoff, President of Empire Ventures, on why the UK will see a second referendum on Brexit. Erik Wasson, congressional reporter for Bloomberg, on what's next for the government shutdown. 

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Stephen Guilfoyle, Founder and President of Sarge986 LLC, on what’s driving stock market fluctuations, and why he's buying energy. Atish Davda, CEO of EquityZen, discusses his 2019 IPO outlook, including the companies most likely to go public. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on the Saudi cabinet shake-up, and geopolitics in the middle east. Craig Johnson, President of Customer Growth Partners, on holiday retail, and impacts of gasoline price declines/hikes on consumer and retail spending. (Romaine Bostick filling in for Lisa Abramowicz.)

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David Kotok Chairman & Chief Investment Officer of Cumberland Advisors, on markets, why munis are a buy, and outlook for bonds and markets.  Marty Schenker, Chief Content Officer for Bloomberg, on the chaos enveloping the Trump Administration and the path forward for Congress. Chris Whalen, Chairman of Whalen Global Advisors, on why Mnuchin's tweet about discussions with bank CEOs was not helpful. Avani Ramnani, Director: Financial Planning and Wealth Management at Francis Financial, on how people should prepare or position their portfolios for a down market in 2019. Hosted by Pimm Foxx and Romaine Bostick (filling in for Lisa Abramowicz.)

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Nathan Sheets, Chief Economist and Head of Global Macroeconomic Research for PGIM Fixed Income, on the Fed, the balance sheet, and the global economy. Rob Lefferts, Microsoft’s Corporate Vice President of Security, on China’s hacking campaign, the talent shortage in security, and the journey to end passwords. Toby Harshaw, National security writer for Bloomberg Opinion, on why Trump's Syria pullout is a grave mistake. Matt Desch, Iridium CEO, on the final launch of the Iridium NEXT satellite constellation with SpaceX, partnering with Amazon Web Services, and why the stock is a BUY now. Hosted by Pimm Foxx and Lisa Ambramowicz.

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"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the biggest issue the U.S. has with China.  John Kilduff, Founding Partner of Again Capital, on where oil price is heading. Daryl Fairweather, Chief Economist for RedFin, on why it's a buyers' housing market. Mark Douglas, CEO of Steelhouse, on how Facebook gave Microsoft, Amazon and other tech giants more intrusive access to your personal data than it ever disclosed. 

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Charles Peabody, President of Portales Partners LLC, on the outlook for banks: have they seen the bottom or is there more pain to come?  Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund at Algebris Investments, on why European credit offers the best value right now. Bess Freedman, recently appointed as Brown Harris Steven’s first ever CEO, discusses the housing market and luxury real estate trends in the New York, Hamptons, Palm Beach, and Miami markets. Rachel Evans, cross-asset reporter for Bloomberg, on how ESG investing has lost its way. Hosted by Pimm Foxx and Lisa Ambramowicz. 

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Max Nisen, Bloomberg Opinion health care columnist, discusses his column, "Celebration of Obamacare’s Death Is Again Premature."  Alex Spinelli, former head of Amazon’s Alexa, discusses his new AI creation – “Maven," his big initiative as Global CTO of AI bot maker LivePerson. Brendan Ahern, CIO of KraneShares, on China’s weak economic data, and current investment strategies. Matt Toms, CIO of Fixed Income at Voya Investment Management, to discuss his 2019 outlook for fixed income.  Hosted by Pimm Foxx and Lisa Ambramowicz.

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George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on the slowdown in China’s economy, and China-U.S. trade relations. Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, discusses his column: "Trump’s Tweeting His Post-Presidency Defense Now." Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on bond markets and her outlook for 2019. Sheryl Connelly, Ford's futurist, discusses 2019 trends in technology and artificial technology. 

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