Bloomberg Intelligence

Karen Ubelhart, Senior Industrials Analyst for Bloomberg Intelligence, on GE’s new CEO and eps guidance. Ramesh Ponnuru, Senior Editor at the National Review and Bloomberg Opinion columnist, on the Kavanaugh hearings. Josh Gallu, White House Editor for Bloomberg, on politics surrounding President Trump’s new trade deal with Canada and Mexico.  Hosted by Pimm Fox and Lisa Abramowicz.

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David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on Tesla outlook following the SEC lawsuit against CEO Elon Musk. Former Cisco CEO John Chambers shares his playbook and leadership philosophy in his new book, "CONNECTING THE DOTS: Lessons for Leadership in a Startup World." John Wilson, Cornerstone Capital Group's Head of Research and Corporate Governance, on how Tesla's Board should be handling Elon Musk. Lauren Jupiter, Co-Founder and Managing Partner of venture capital fund AccelFoods, on investing in high-growth and innovative food & beverage startups, and trends in the food space.  Hosted by Pimm Fox and Lisa

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Kevin Landis, CEO of Firsthand Technology Fund (NASDAQ: SVVC), and CIO of Firsthand Capital Management, discusses the less travelled areas of tech investing. Brad Hunter, Chief Economist at HomeAdvisor, on housing data, and how the Fed will impact home buying. Carl Riccadonna, Chief US Economist for Bloomberg Economics, previews the Fed decision.

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Ariel Cohen, Senior Fellow at the Atlantic Council, on President Trump’s address to the UN, how it will impact Iran-US relations, and what to expect from this week’s assembly. Phil Torres, Global Co-Head of Emerging Markets at Aegon Asset Management, on why he bought Turkey this summer. Richard F. Chambers, President and CEO of The Institute of Internal Auditors (IIA), discusses why US corporations may have a false sense of security regarding the impact of a trade war. Shira Ovide, Bloomberg Opinion technology columnist, on the Instagram founders leaving Facebook.  Hosted by Pimm Fox and Lisa Abramowicz.

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Al Hunt, Bloomberg Opinion columnist, and June Grasso, June Grasso, legal analyst and co-host of Bloomberg Law, on the political and legal implications surrounding reports that Rod Rosenstein is resigning or being fired. Barry Parkin, Chief Sustainability Officer for Mars Inc., on the company's plan to reduce the carbon footprint of its business and supply chain by more than 60% by 2050. Andrei Shleifer, Professor of Economics at Harvard University, discusses the financial crisis and his new book, A Crisis of Beliefs: Investor Psychology and Financial Fragility. Alicia Levine, BNY Mellon Investment Management Chief Market Strategist, on the rise of gender-lens investing and their new "Womenomics" fund. Hosted by Pimm Fox and Lisa Abramo

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Chris Remington,Director of Income Product & Portfolio Strategy at Eaton Vance, on whether investors are jumping into the leveraged loan market at the wrong time. Ian Wishart, Bloomberg European government reporter, on the messy divorce EU and Theresa May's Brexit negotiations, and the current outlook for Brexit.  Tony Scherrer, Director of Research and Co-Portfolio Manager at Smead Capital Management, on their current investment and market outlook. George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on the Etihad-Emirates merger, and JetBlue Founder Neeleman starting a new low-cost carrier.

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Peter Kraus, Founder and Partner of Aperture Investors and former CEO of AllianceBernstein, on launching a new approach to fund management: performance-based pay, and fees only if they beat the market.  Lananh Nguyen, FX reporter for Bloomberg, on how dollar traders see the Fed's next rate hike as a big sell signal. Tom Orlik, Chief Economist for Bloomberg Economics, discusses the impact of a drawn out U.S.-China trade war, and China's plan for an import tax cut. Shira Ovide, Bloomberg Opinion columnist, on Amazon's new disruption target: convenience stores. Hosted by Pimm Fox and Lisa Abramowicz.

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Matt Tucker, Head of iShares Americas Fixed Income Strategy at BlackRock, on the fixed income market and consumer flows. Sam Masucci, CEO of ETF Managers Group, on money flowing out of cyptocurrencies into cannabis ahead of Canada legalizing weed on Oct 17. Mike Jackson, Chairman, CEO and President of AutoNation, discusses why he is stepping down and making the transition to Executive Chairman in 2019, and what lies ahead for the company. Danielle Hale, Chief Economist for Realtor.com, discusses whether the American Dream of home ownership is still attainable.  Hosted by Pimm Fox and Lisa Abramowicz. 

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Nigel Travis, Executive Chairman of Dunkin' Brands, discusses his new book, "The Challenge Culture," and outlook for the brand. Leland Miller, CEO of China Beige Book International, on China retaliating to Trump imposing $200 billion in tariffs, and how China’s economy may be impacted.  Scott Lawlor, CEO of Waypoint Residential, on the real estate cycle, housing trends and investment opportunities.   Julian Lee, Bloomberg oil strategist in London, on how Iran sanctions are biting and impacting oil markets. Hosted by Pimm Fox and Lisa Abramowicz.

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Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations, on the latest tariffs push in the Trump/China trade war.  Denise Chisholm, Sector Strategist at Fidelity, on outlook for markets and sector analysis.  Kyle Stock, senior correspondent for Bloomberg, on how self-driving cars can't handle rain, sleet or snow.   Dr. Ellen Wald, energy analyst and President of Transversal Consulting, and Toby Harshaw, Bloomberg Opinion editor, on oil byproduct loopholes in the Iran sanctions before they hit in November. 

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GUESTS:

Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on impact to utilities from Hurricane Florence.  

Michael Brandes, chief investment strategist of Itaú Private Bank, on emerging markets, corporate bond markets and central banks. 

Chris Macke, Founder of Solutionomics, on why the Republican push for "Tax Reform 2.0" would add insult to injury, and what his solution would be. 

Bloomberg's Kristine Owram, Canadian cannabis reporter, and Tara Lachapelle, deals and media columnist, on the turbulence in pot stocks and why liquor companies are the first movers on marijuana, and not Big Tobacco.

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GUESTS: 

Bethany McLean, co-author of the bestseller "The Smartest Guys In The Room: The Amazing Rise and Scandalous Fall of Enron," discusses her new book, "Saudi America SAUDI AMERICA: The Truth About Fracking and How It’s Changing the World." 

Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Financial Group (NYSE: CFG), to discuss M&A trends in the market, tax and regulatory reform, and the loan environment. 

Vincent Cignarella, Global Market Strategist for Bloomberg, on Turkey’s rate decision and impact to EM assets.  

Matthew Boyle, U.S. retail reporter for Bloomberg, on why Kroger was punished for its earnings miss. 

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Michael Rea, Founder and CEO of RX Savings Solutions, discusses how drug companies are ignoring Trump and raising prices, and the increase in spread pricing from PBMs. Hosted by Pimm Fox and Lisa Abramowicz.  Mark Gurman, technology reporter for Bloomberg, reporting from Apple headquarters in Cupertino as the new product lineup is unveiled. Marty Sass, Chairman and CEO of MD Sass Associates, on his current investment strategy and market outlook. Tim Ross, UK government reporter for Bloomberg, on the UK and EU said to plan a special summit to sign a Brexit deal. Hosted by Pimm Fox and Lisa Abramowicz.

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Chris Ailman, Chief Investment Officer for CalSTRS, on his investment strategy, trade wars, and hedging the portfolio. Jim Anderson, CEO of SocialFlow, on creating a new blockchain-enabled digital advertising system that replaces the traditional ad model. Jeffrey Flynn, insurance analyst for Bloomberg Intelligence, and Brian Sullivan, energy and commodities reporter for Bloomberg, on Hurricane Florence, and which insurers are at risk.  Mariana Mazzucato, economics professor and Director of the Institute for Innovation and Public Purpose at University College London, discusses her new book: "THE VALUE OF EVERYTHING: Making and Taking in the Global Economy." Hosted by Lisa Abramowicz and Pimm Fox.

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Eric Fine, Portfolio Manager:Emerging Markets Fixed Income Strategy for Van Eck Global, on emerging market strategy, and why he still likes Argentina. Porter Bibb, Managing Partner for MediaTech Capital Partners, on Les Moonves' departure from CBS, and what it means for the company. David Garrity, CEO of GVA Research, on Apple's upcoming product launch and impact of President Trump's twitter attack on Apple's production abroad.  Aaron Brown, Bloomberg Opinion columnist and former head of financial market research at AQR Capital Management, on the crypto-currency wipeout. Hosted by Pimm Fox and Lisa Abramowicz. 

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Gordon Johnson, Analyst and Managing Director at Vertical Group, on Tesla shares tanking after two top executives announced their departures, a day after CEO Elon Musk smoked a joint during an interview.  Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on EM currencies and potential contagion. Kimberly Robinson, Supreme Court reporter for Bloomberg Law, on the Kavanaugh hearings, and what to expect next. Chris Low, Chief Economist at FTN Financial, on jobs data, the Fed, trade war impact, and outlook for the economy. Hosted by Pimm Fox and Lisa Abramowicz. 

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"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisor on the emerging markets meltdown, Argentina, and trade negotiations. Bloomberg Opinion columnist Al Hunt discusses the anonymous NY Times op-ed, and what it means for the country and state of play in the White House.  Clint Watts, Senior Fellow at the Foreign Policy Research Institute and Senior Fellow at the Center For Cyber and Homeland Security at The George Washington University, on how authoritarians have learned how to dominate social media.  Brad Loncar, CEO of Loncar investments, on creating an ETF to track China's growing biotech space. Hosted by Pimm Fox and Lisa Abramowicz.

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Ken Kocienda, former Principal Engineer of iPhone software at Apple, discusses his new book, "Creative Selection: Inside Apple’s Design Process During the Golden Age of Steve Jobs." Mark Douglas, CEO of SteelHouse, weighs in on Twitter and Facebook testifying before the Senate today on election security. Manuel Henriquez, founder and CEO of Hercules Capital (NYSE: HTGC), on the IPO market for technology and life sciences companies and the venture lending landscape. Tom McGee, President and CEO of The International Council of Shopping Centers (ICSC), on its inaugural Global Perspectives report, which looks at the impact of the retail real estate industry in economies around the world. Hosted by Pimm Fox and Lisa Abramowicz.

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June Grasso, legal analyst and Bloomberg Law host, on what to expect from the Brett Kavanaugh Senate hearings. Burt Flickinger, Managing Director for Strategic Resource Group, on Nike's new ad campaign featuring Colin Kaepernick. Damian Sassower, Chief Emerging Markets Strategist for Bloomberg Intelligence, on Argentina and South Africa, and EM contagion. Shawn Donnan, Senior Reporter, Trade and Globalization for Bloomberg, on Trump's trade negotiations with Canada, and the $200 billion China tariffs. 

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Gary Hufbauer, nonresident senior fellow at the Peterson Institute, on Trump's NAFTA renegotiation and how the Mexico agreement compares, and what Trump's goal is with trade for the US. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit market and current investment strategy. Gad Levanon, Conference Board's Chief U.S. Economist, discusses their new survey on how satisfied U.S workers are with their job.  Toluse Olorunnipa, White House correspondent for Bloomberg, on highlights from Bloomberg's exclusive interview with President Trump.  Hosted by Pimm Fox and Lisa Abramowicz.

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Michael Dean, Senior Analyst: European Automotive for Bloomberg Intelligence, and Josh Wingrove, Canada government reporter for Bloomberg, on the EU offering zero tariffs on cars for the U.S., and the latest in the Canada NAFTA negotiations. David Dietze, President and Chief Investment Strategist at Point View Wealth Management, on Warren Buffett and Berkshire Hathaway. Rob Haworth, Senior investment strategist for U.S. Bank Wealth Management, on investing in commodities and the oil sector. Hosted by Lisa Abramowicz and Pimm Fox. Annie Massa, investing reporter for Bloomberg, on how the 2008 crash forged BlackRock's growth into a $6.3 million asset manager.

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Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina outlook after President Macri asked the IMF to speed up payments from its $50 billion credit line. Antonio Ortiz-Mena, former Head of Economic Affairs at the Mexican Embassy, and Senior VP at Albright Stonebridge Group, on Trump's trade agreement with Mexico and how it compares to NAFTA.  Alex Wayne, Bloomberg White House Team Leader, on White House counsel Don McGahn leaving the White House in the fall. Ted Pollak, video game technology analyst and co-founder of the GAMR ETF, discusses what's driving the global gaming industry.

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Shira Ovide, Bloomberg Opinion technology columnist, on Trump tweeting that Google rigs its search results to display only negative stories about him. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, on markets, current investment strategy, and why this bull market is now "capacity-challenged." Joe Nocera, Bloomberg Opinion columnist, on why President Trump's Mexico deal reveals another deficit. Lynn Franco, Director of Economic Indicators at the Conference Board, and Yelena Shulyatyeva, Senior US Economist for Bloomberg Economics, on August Consumer Confidence data.

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Peter Coy, Economics Editor for Bloomberg Businessweek, on economic impact of a new trade deal with Mexico. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Elon Musk ending Tesla's bid to go public, and the OPEC supply monitoring meeting. Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, on monetary deceleration, and why he predicts economic disappointments and lower long-term yields. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Apple launching three new iPhones.

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Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how US-China trade issues can impact global markets. Rick Helfenbein, American Apparel & Footwear Association president and CEO, on the new round of tariffs and impact to the apparel industry. IndyCar CEO Mark Miles on capturing the millennial audience, and why they're growing when other leagues are losing support. Gerrit de Vynck, Bloomberg technology reporter, on Trump using the international mail system to step up the pressure against China over its exports to the U.S. Hosted by Pimm Fox and Lisa Abramowicz.

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Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss why Saudi Aramco is pursuing the Sabic deal in place of an IPO, and what this means for the kingdom. Alan Bjerga, agriculture reporter for Bloomberg, on what the world will eat in the next decade.  Bob Mintz, former federal prosecutor and Partner at McCarter & English, on what constitutes a campaign election violation, and what the risks are for President Trump. George Schultze, head of Schultze Asset Management, discusses the distressed equities and debt markets, including Tesla and opportunities in coal.  Hosted by Lisa Abramowicz and Pimm Fox. 

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GUESTS: 

Joe Moreno, former federal prosecuter with the DOJ and Partner at Cadwalader, on the legal and criminal issues surrounding Paul Manafort, Michael Cohen and President Trump.

Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on his current market outlook, and investment strategies around oil.

Joel Levington, Senior credit analyst for Bloomberg Intelligence, on the risks to some Tesla bonds if the company went private.

John Bartlett, Vice President and Co-Portfolio Manager of the Reaves Utilities ETF (UTES) at Reaves Asset Management, on the safe haven of utilities. 

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Ethan Zindler, Head of Americas for Bloomberg New Energy Finance, on the EPA's plan to dramatically scale back limits on greenhouse gas emissions from power plants. Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on JPMorgan to offer free trades, and whether he forecasts a "race to the bottom" on fees. Mark Vergnano, CEO of Chemours (NYSE: CC), discusses the company's growth plan, the EPA regulation rollback, the GenX lawsuit and impact of tariffs. Mark Spindel, author of "The Myth of Independence: How Congress Governs the Federal Reserve," and Craig Torres, Bloomberg Federal Reserve and U.S. Economy Reporter, on Trump's criticism of the Fed's hiking path, and whether it can stay independent. Hosted by Pimm Fox and Lisa Abramowicz.

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Retired Navy Admiral Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on Trump revoking security clearances, and the situation in Turkey and impact to NATO. David Garrity, CEO of GVA Research, on Netflix outlook, the chip rout, and Google creating a search engine for China. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on the currency devaluation in Venezuela and the situation in Turkey. Ron Quaranta, Chairman of the Wall Street Blockchain Alliance, on the crypto selloff and what this does to blockchain investing. Hosted by Pimm Fox and Lisa Abramowicz.

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Dan Fuss, Vice Chairman of Loomis Sayles, on fixed income markets, bond yields, central bank policy and trade concerns. Burt Flickinger, Managing Director for Strategic Resource Group, on the aftermath of the Rite Aid-Albertson’s deal collapse. Mujtaba Rahman, Managing Director: Europe for Eurasia Group, on the crisis in Turkey, Erdogan’s response, and possible scenarios. Alex Webb, Bloomberg Opinion European tech columnist, on Google employing users' web browsing to steer advertising displayed on public billboards. 

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GUESTS:

Former SEC Chairman Arthur Levitt weighs in on President Trump’s seeking an SEC study to move companies to six-month reporting cycles from the current quarterlies. 

Hans Olsen, Fiduciary Trust Chief Investment Officer, on why it’s time to slash junk-debt holdings. 

Aaron Terazzas, Economic research director for Zillow, on new analysis that shows the national housing market experiencing more price cuts. 

Matthew Schettenhelm, Litigation analyst for Bloomberg Intelligence, on the Sinclair-Tribune lawsuit, and net neutrality. 

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Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss Saudi Arabia’s potential deal to invest in a Tesla privatization, and what it means for their future oil strategy. Michel Danechi, Portfolio Manager and Investment Partner at Vedra Partners, on outlook for investing in Turkey.Shira Ovide, Bloomberg Opinion technology columnist, discusses: Amazon exploring an acquisition of the Landmark movie chain, and the cash problems with young tech companies. Devina Rankin, Chief Financial Officer for Waste Management, on earnings, recycling, and industry landscape.

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Jill Fisch, Business Law Professor at the University of Penn Law School, discusses the legality surrounding Elon Musk's tweets regarding a potential buyout. Robert Lawrence, Professor of International Trade and Investment at the Harvard Kennedy School and former economic advisor to Clinton, on the deal that Trump really wants with China. Brendan Ahern, Chief Investment Officer of KraneShares, discusses Tencent earnings and the China tech sector. Jonathan Tyce, Senior Banks Analyst for Bloomberg Intelligence, on Turkish banks, new restrictions on shorting the lira, and which foreign banks have the most exposure.

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Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now.  Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation Partners and publisher of Epsilon Theory, discusses why gold is plunging so much. Scott Mushkin, Managing Director of Consumer Research at Wolfe Research, on Home Depot earnings, and a preview of Walmart and Target. Christopher Balding, Bloomberg Opinion columnist, on China's economy, the trade war and what China really wants.

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Clint Watts, a former FBI special agent and Senior Fellow at the Foreign Policy Research Institute, discusses Russia’s continued hacking into U.S. elections, and eroding White House security.Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the Turkish lira and signs of EM contagion. Arlan Suderman, Chief Commodities Economist for INTL FCStone, on why corn will be the long-term ag commodities winner. Matthew Martin, Mideast Finance Reporter for Bloomberg, on Saudi’s sovereign wealth fund reported to be in talks to invest in a Tesla buyout.

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Guests:

Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global macro issues surrounding China trade, and a look at the situation in Turkey.Porter Bibb, Managing Partner for MediaTech Capital Partners, on the latest in the Fox/Disney and Comcast bid for Sky assets, and why print media isn't dead.Paul Michael Wihbey, research fellow at the Daniel Morgan Graduate School of National Security and former Vice President of the Liberal Party of Canada, discusses the impact of the Saudi-Canada feud.Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, on Tribune terminating the Sinclair deal, and Rite Aid and Albertson’s calling off their tie-up.

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Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on how Tesla credit is reacting to Musk's tweet on taking the company private. Gordon L. Johnson, Analyst and Managing Director at Vertical Group, examines the Tesla equity story, and why Elon Musk’s proposal to take the company private at $420 a share makes no sense. Chuck Lieberman, Chief Investment Officer at Advisors Capital Management LLC, and Bloomberg Opinion columnist, on the job market and wages, sector picks, and current investment outlook. Joe Moreno, Partner at Cadwalader, on key regulatory issues that cryptocurrency exchanges and businesses should be wary of.

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David Kotok, Chairman and CIO of Cumberland Advisors, on his current investment outlook, impact from trade wars, and why investors should keep dry powder. Dr. Ellen Wald, President of Transversal Consulting and energy and Middle East expert, on how the biggest importers of Iranian oil will react to sanctions. Damian Sassower, fixed income strategist for Bloomberg Intelligence, on Turkey markets sinking amid talk of an IMF bailout, while the central bank and Erdogan remain silent. Kit Konolige, Senior Utility analyst for Bloomberg Intelligence, on how California wildfires are impacting utilities, and reports that PG&E may declare bankruptcy.

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Stephen Schork, President of the Schork Group, on LNG producers at risk from tariffs, and how Iran sanctions could impact the oil market. Tuna Amobi, Senior media and entertainment analyst at CFRA Research, on outlook for CBS, and the big media earnings this week. Tara Lachapelle, Bloomberg Opinion columnist, on highlights from Berkshire Hathaway earnings. Harley Lippman, CEO of Genesis10, one of the nation’s largest IT services and staffing firms, on why tech wages are still under pressure and what the drivers of wage growth will be.

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Greg Davis, CIO of Vanguard, on no-fee funds, the economy, and current investment strategy. Steve Englander, Global Head of G-10 FX Research for Standard Charter Bank, and a Bloomberg Opinion columnist, on the China yuan. Amir Sufi, Professor of Economics and Public Policy at the Chicago Booth School, on why more leverage leads to slower future growth and increases the likelihood of a crash. Tom Gimbel, CEO of LaSalle Network, on why wages stay down in the best job market he's ever seen.

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Gordon L. Johnson, Alt. Energy, Metals & Mining & Equip. Rental Research - Managing Director at Vertical Group, on Tesla earnings and outlook. Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China trade. Stephen Munro, Bloomberg New Energy Finance policy analyst, on the Trump administration proposal to ease Obama auto-mileage rules and remove California's clout on emissions standards. Doug Cohen, Managing Director, Portfolio Management at Athena Capital Advisors, on what's moving markets.

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Steven Oh, Global Head of Credit and Fixed Income and Co-Head of Leveraged Finance for PineBridge Investments, discusses his outlook for the second half of 2018 and early 2019. Brian Wieser, Senior Research Analyst for Pivotal Research Group, discusses his outlook for Viacom and CBS, in light of an investigation into Les Moonves' alleged sexual misconduct. Matt Winkler, Editor-in-Chief Emeritus of Bloomberg News and Bloomberg Opinion columnist, discusses his column, "Municipal Junk Soars as the Economy Roars."Dr. Adam Posen, President of the Peterson Institute of Economics, discusses how countries are bypassing the U.S. and constructing a “post-American" world economy, and how foreign investment into the U.S. has dropped off a cliff. 

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Jeff Uscher, Head of Research at Japan Insider, on the BOJ monetary policy decision and investing in Japan. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, previews Apple earnings. Jim Schaeffer, Co-Head of Public Fixed Income and Deputy Chief Investment Officer at Aegon Asset Management, on an early warning sign that demand in the red-hot leveraged loan market is set to cool. Andrew Mayeda, Bloomberg Global Trade and Economy Reporter, and Andrew Silverman, Government analyst for Bloomberg Intelligence, on the Treasury considering bypassing Congress to grant a $100 billion capital gains tax cut.

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Richard Chambers, CEO of The Institute of Internal Auditors (The IIA), on how CBS could handle  the Les Moonves accusation, and whether corporations are compliant to sexual harassment policy Poonam Goyal, Senior Retail Analyst for Bloomberg Intelligence, with a back-to-school apparel preview and why jeans will be the winner this season. Logan Mohtashami, Senior Loan Officer for AMC lending, on why the U.S. Housing market looks perfect right now. Carl Riccadonna, Chief U.S. Economist for Bloomberg Economics, on how 3-4 % growth in the U.S. isn't sustainable.

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SEC Commissioner Hester Peirce on being the lone dissenter in the SEC’s rejection of the Winklevoss bitcoin ETF. Rick Clemmer, President and CEO of NXP Semiconductors, on the breakup of the NXP-Qualcomm deal, and what their next plan is. Jim Anderson, CEO of SocialFlow, on Amazon and Twitter, Facebook, and the threat of slowing user growth.  Ivan Cheung, CEO of Eisai, discusses the outlook for their BAN2401 Alzheimer's drug, made in partnership with Biogen, after investors were disappointed at the trials.

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Colin Gillis, Director of Research at CR Partners, discusses Facebook plunging, and previews Amazon and Apple. Prashant Gopal, US real estate reporter for Bloomberg, on how the US housing market appears to be headed for the broadest slowdown in years. Rishi Gautam, Executive Chairman of Mjardin Group, on their full-scall cannabis business model, the company’s upcoming IPO in Canada, and market growth. Automotive entrepreneur Scott Painter, CEO and co-Founder of Fair and former CEO of TrueCar, on new ownership models in the auto industry, and how tariffs are impacting consumer spending on cars.

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Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, on finding value in emerging market fixed income.David Garrity, CEO of GVA Research, on why the underpinnings for Facebook are weakening. Rick Calder, CEO of GTT Communications (NYSE: GTT), on their acquisitions, the cloud marketplace, and international growth. Author and historian Steven Ujifusa discusses his new book, "BARONS OF THE SEA And their Race to Build the World’s Fastest Clipper Ship."

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Jack DeVine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, on Iran, Russia, and Trump's relationship with the intel community. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on Turkey stocks and lira plunging after the central bank defied market expectations to hold interest rates unchanged. Will Rhind, CEO of GraniteShares, on Iran impact on oil markets and outlook for commodities. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Verizon seeking to partner with Google or Apple to provide television when it launches 5G service.Samara Lenga

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Admiral James Stavridis, former military commander of NATO, Dean of the Fletcher School at Tufts University and Bloomberg Opinion columnist, on President Trump amping up rhetoric against Iran on Twitter. Vincent Cignarella, Global macro strategist for Bloomberg, on the dollar and global currency markets reacting to President Trump's tweets on the Fed and currency manipulation. Kevin Murphy, CEO, Acreage Holdings, on completing the largest capital raise in U.S. cannabis history, and their plans for an IPO later this year.  Howard Yu, LEGO professor of management and innovation at the IMD Business School in Switzerland, discusses his new book "LEAP: How to Thrive in a World Where Everything Can Be Copied." 

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Tim Adams, President and CEO of the IIF and Former Under Secretary of Treasury for International Affairs, on Trump’s new $500 billion tariffs threat to China, and how trade risks and global debt are threats to the global economy. Toby Harshaw, Bloomberg Opinion editor covering national security, on Dan Coats being unaware of Trump inviting Vladimir Putin to the White House, following the disastrous summit in Helsinki. Rick Helfenbein, President and CEO of the American Apparel & Footwear Association, on the impact of tariffs on American consumers and manufacturers. Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on GE and Honeywell earnings.

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