Bloomberg Intelligence

Jeffrey Rosenberg, Chief Fixed Income Strategist at Blackrock, on their 2018 mid-year investment outlook. Richard Conn, Managing Partner of Eurasia Advisors, on the fallout of President Trump’s meeting with Vladimir Putin in Helsinki.Win Thin, Global Head of Emerging Markets F/X, on China’s central bank showing little signs of intervening in the yuan slumping.Susan DeVore, CEO of Premier, Inc (Nasdaq:PINC), on drug pricing and outlook for Obamacare.

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 Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on what Federal Reserve Chairman Jerome Powell’s testimony before lawmakers means for the economy and the yield curve. Market Drivers with Bloomberg stocks editor Dave Wilson, and Shira Ovide, Bloomberg Opinion technology columnist, on why EU regulators will have a tough time breaking up the status quo of Google's power in smartphones.

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Bloomberg’s David Wilson, stocks editor, and Matt Boesler, Fed reporter, along with Carl Riccadonna, Chief US Economist for Bloomberg Intelligence, discuss what to expect from Federal Reserve Chairman Jerome Powell’s testimony to lawmakers.

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Bloomberg's Erik Schatzker discusses his interview with BlackRock CEO Larry Fink.  Gymboree CEO Daniel Griesemer discusses the company's new apparel line and turnaround, after emerging from bankruptcy last year.  Seema Shah, senior consumer discretionary analyst for Bloomberg Intelligence, on retail sales, and how consumers are doing most of their purchasing on credit. 

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Charles Peabody, President of Portales Partners LLC, on bank earnings and why bank stocks have peaked. Ariel Cohen, Senior Fellow at the Atlantic Council, on Trump’s upcoming summit with Putin. Therese Raphael, Bloomberg Opinion Editor covering European politics and economics, on Theresa May’s white paper and how Trump’s comments may impact Brexit negotiations with EU. Mary Ann Halford, Global Media & Entertainment Strategist at OC&C Strategy Consultants, on the Justice Department filing to appeal the AT&T- Time Warner decision.

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John Kilduff, Founding Partner of Again Capital, on why oil prices are on the way down. Joseph Abboud, designer and Chief Creative Director of Men’s Wearhouse, on growth, manufacturing in the U.S., and how tariffs could impact the apparel industry.Brad Setser, senior fellow for international economics at the Council on Foreign Relations, on the US-China trade war. Scott Lawlor, CEO of Waypoint Residential, on the real estate cycle and housing trends.

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Max Nisen, Bloomberg Opinion health care columnist, on Pfizer agreeing to delay price increases after Trump called the company out.

Vacit Arat, co-founder and President of HIA Technologies Inc., on creating Digital Avatars, which can carry on a sophisticated conversation with humans on almost any subject in any language.Carl Weinberg, Chief Economist at High Frequency Economics, on how China could hurt the US once it runs out of imports to tax.David Garrity, CEO of GVA Research, on how blockchain is being implemented in the real economy and outlook for Twitter.

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Komal Sri-Kumar, president and founder of Sri-Kumar Global Strategies and Bloomberg Opinion columnist, on how trade wars could spur currency devaluations. Vijay Govindarajan, Coxe Distinguished Professor at Dartmouth's Tuck School, and Ravi Ramamurti, University Distinguished Professor at Northeastern University, discuss their new book, REVERSE INNOVATION IN HEALTHCARE, on how India can be the blueprint for healthcare in the US. Dan Hanson, UK Economist for Bloomberg Economics, on how Brexit is impacting the UK economy and how businesses will react to the uncertainty. Jamie Butters, US Autos editor for Bloomberg in Detroit, on Tesla planning to build a China plant with 500,000 car capacity.

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Clive Crook, Bloomberg Opinion Editor, on outlook for Theresa May and Brexit, following the departure of top Brexiter Boris Johnson.Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic advisor to President Bill Clinton, on the global supply chain and whether trade globalization be undone at this point. Alan Bjerga, agriculture reporter for Bloomberg, on how U.S. soybean farmers are being impacted by trade wars. Josh Lohmeier, Head of US Investment Grade Credit at Aviva Investors, on the impact of recent M&A deals and how investors can navigate the corporate credit landscape. 

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Bloomberg Opinion’s Max Nisen, health care columnist, and Shira Ovide, technology columnist, on Amazon buying Pillback.Chris Whalen, Chairman of Whalen Global Advisors, on bank stocks continued losing streak, and the privatization of Fannie and Freddie. Leland Miler, CEO of China Beige Book, on trade with China, and China Q2 economic data. Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, on two new casinos-- Hard Rock and Ocean Resort- opening in Atlantic City.

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Shira Ovide, technology columnist for Bloomberg Opinion, discusses how chipmakers are trapped in the US-China crossfire.Chris Lu, Former Deputy Secretary of Labor and Senior Fellow at the University of Virginia Miller Center, discusses the June jobs report, and Trump’s proposal to combine Labor and Education. Drew Armstrong, health care reporter for Bloomberg, on Biogen seeing positive results in its Alzheimer’s trial.Scott Wren, senior global equity strategist for Wells Fargo Investment Institute, on markets, jobs, and the Fed.

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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 shifting geopolitics of oil and gas.,Dan Moss, Economics Editor and columnist for Bloomberg Opinion, on the first wave of US tariffs on China exports due to take effect this Friday., Saagar Govil, CEO of Cemtrex, Inc., on their futuristic SmartDesk and the industrial technology landscape., David Katz, President and CIO of Matrix Asset Advisors, on his current stock picks and investment outlook.

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David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on markets, current investment strategy, and stock picks.Bob Sinche, Global Strategist for Amherst Pierpont Securities, on what's happening with the China yuan. Brian Manning, co-Founder of Centric Digital and co-author of "Digital Transformation," on the companies that are leading the digital home revolution. Geetha Ranganathan, Technology and Media Analyst for Bloomberg Intelligence, on Comcast racing against the clock to wrest Fox from Disney. 

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Guests:

Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor sentiment and current investment strategy.Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Tesla hitting its Model 3 target.Satish Jindel, President of SJ Consulting, on how Amazon’s new crowd-sharing plan will impact Fedex and UPS.Karl Schamotta, Chief Strategist at Cambridge Global Payments, on Canadian economic outlook following Canada’s retaliatory tariffs.

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Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the China yuan and emerging markets.Justin Gover, CEO of GW Pharmaceuticals (NASDAQ: GWPH and LSE: GWP), on being the first cannabis company to receive FDA approval for their epilepsy drug. Abe Ankumah, CEO of Nyansa, discusses the company's networking technology and how he grew up in Ghana without a computer. Brendan Brown, Chief Economist and Head of Economic Research at Mitsubishi UFJ Securities, on central banks, inflation, Italy and Brexit.

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Gary Shilling, President of A. Gary Shilling & Co. and a Bloomberg Opinion columnist, on the factors that will make U.S. housing even less affordable. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, and Alan Bjerga, Bloomberg agriculture reporter, on the perfect storm hitting agriculture commodities. Karen Ubelhart, Industrials analyst for Bloomberg Intelligence, on GE's divestiture plans.Elliot Weissbluth, Founder and CEO of HighTower, on their recent acquisitions, wealth management and fiduciary investing.

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Arvind Rajan, Managing Director and Head of Global and Macro at PGIM Fixed Income, on why it’s time to turn more optimistic on emerging-market assets. Brooke Sutherland, Bloomberg Opinion deals and industrials columnist, on the U.S. Treasury's plan to use emergency CFIUS law to curb China takeovers. Craig Torres, Economy & Federal Reserve Reporter for Bloomberg, on how a Southern city has hit on a successful formula for incubating businesses. Peter Kenny, Founder of Strategic Board solutions, on markets and crude.

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Dr. Ellen Wald, President of Transversal Consulting, to discuss OPEC’s decision and will it means for oil markets and for gasoline prices for US consumers. Media and entertainment guru Porter Bibb of Mediatech Capital Partners, on how the Disney/Comcast bidding war for Fox assets will play out. Alberto Gallo, Partner and Portfolio Manager at Algebris UK Limited, on Italian debt, highlights from the Sintra central banks symposium, and BOE. Shira Ovide, Bloomberg Opinion columnist, on how the Supreme Court ruling on internet tax collection will impact Amazon as well as smaller companies.

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Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, will discuss 21st Century Fox agreeing to a $71 billion bid from Disney. Sarah Ponczek, Bloomberg Cross-Asset Reporter, will discuss recent news of General Electric getting kicked out of the Dow. Eric Kuby, CIO of North Star Investment Management, on the small and micro-cap stocks. Mark Freeman, CIO of Westwood Holdings Group, will discuss global growth and how it may be impacted by Tariffs and global trade disputes, as well as inflation concerns and market volatility. 

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Aaron Terrazas, Zillow senior economist, on new homes starts data, and the housing market. Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on U.S trade and tariffs.  David Carrington, Jefferson County Commissioner in Alabama, will discuss how Jefferson County Commission saved $14.2 million by refinancing existing debt. Micheal Rea, CEO of RX savings solutions, regarding the latest with the drug price debate and Trump policy. 

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Tom Halverson, CEO of CoBank, discusses the US farm economy in light of Trump tariffs and trade wars. Aaron Kennon, Chief Executive Officer at Clear Harbor Asset Management, on markets and investing. Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan Stanley, on U.S tariffs on Chinese imports. Jamie Gilpin, CMO at Sprout Social, will discuss the data in their recent report as it relates to Facebook still reigning as the supreme social network, and how businesses can adapt based on their current strategies.  

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Joining Bloomberg Markets AM today is Andrew Mayeda, Bloomberg Economics Reporter, to 

discuss the impact of the tariffs on trade. Also joining the show is Paul McNamara, 

Investment Director at GAM UK to talk emerging markets. We also have Greg Hahn, Winthrop 

Capital Management, President and CIO, to discuss the bond markets. And rounding out 

today’s show is Jack Devine, Founding Partner and President of the Arkin Group on his latest 

intelligent report on North Korea and the Trump tariffs on China. 

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Joining the Bloomberg Markets AM show is Scott LI, Principle of CRG private health sector, discussing their acquisition of Envision health care corporation. Also joining the show  is Bob Eisenbeis, Vice Chairman and Chief Monetary Economist at Cumberland Advisors, and Former Director of Research at the Atlanta Fed, on the FOMC meeting and economic outlook. We also speak with Gerry Smith, Bloomberg Media Reporter, on his recent article "Disney Under Gun to Respond to Comcast's $65 Billion Fox Bid”. Rounding out the show is Eric Stein, Co-Director of Global Income at Eaton Vance, on the bond market, the yield curve and current market outlook. 

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Stephen Schork, President of the Schork Group, on oil markets, natural gas, and upcoming OPEC meeting. Roger Hargens, CEO of Accumold, on the wearable market, and how they are tackling the skilled worker shortage. Jim Kee, President of South Texas Money Management, will discuss the markets, the economy, and investment strategy. an outlook for the economy and markets.   

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Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses CPI data, the FOMC, the range bound market, and treasury futures. Ben Hunt, Chief Investment Strategist at Salient, will discuss inflation and economic data. Chris Thompson, President and CEO, Brand USA, will discuss the state of international travel to the U.S, and marketing strategies implemented to promote the country as a premier and welcoming destination. Evan Brown, (CFA) Director of Asset Allocation in the Investment Solutions team, UBS Asset Management, will discuss the U.S, North Korea summit, U.S inflation, the Fed, and U.S, China trade.  

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Joel Levington, Senior Credit Analyst for Bloomberg Intellligence, will discuss why GE bonds may have bottomed, and why auto bonds have been among the worst this year. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, on markets, risks and current investment strategy. Paul Galvin, Chairman and CEO of SG Blocks, will discuss how the company is bringing greener container-based modules to the mainstream of modular construction. Cohen & Steers Tyler Rosenlicht, SVP and PM of midstream energy, and Nick Koutsoftas, SVP and PM of commodities, discuss the state of midstream energy in the US, and the broader commodities market.

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Rick Helfenbein, president and CEO of the American Apparel & Footwear Association (AAFA), on how tariffs will end up costing the American consumer. Andrew Stoltmann, Securities Fraud Attorney at Stoltmann Law Offices, will discuss how Warren Buffet and Jamie Dimon are teaming up to call for the end to quarterly earning guidance by companies. Damian Sassower, fixed income strategist for Bloomberg Intelligence, will discuss the latest news with emerging market economies. Eric Wiegand, Senior Portfolio Manager for U.S. Bank Wealth Management, on markets and investing.

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Matt Forester, Chief Investment Officer for BNY Mellon Lockwood Advisors, will discuss key concerns with the markets today, and how they’re likely to impact investors. Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team, J.P. Morgan Asset Management, will discuss the state of the markets and the global economy. Phil Orlando, Chief Equity Market Strategist at Federated, on the confluence of politics, economics and the financial markets. Vincent Reinhart, Chief Economist at Standish, on the economic outlook and the Fed.

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Anne Mathias, Global Rates & Foreign Currency Strategist for Vanguard, on global interest rates, the Fed, and inflation. Ram Nagappan, Chief Information Officer at BNY Mellon Pershing, on fintech and the era of the digital advisor. Simon Roy, Simon Roy, President and CEO of Invesco's robo-advisor Jemstep, on trends in the robo-advisory landscape, growth, and upending the wealth management industry. Marvin Loh, Managing Director Senior Global Markets Strategist, BNY Mellon, on fixed income.

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Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Carson Block, Chief Investment Officer, Muddy Waters Capital LLC, discussing China's impact on US capital markets. Also joining Pimm and Lisa is Yie-Hsin Hung CEO, New York Life Investment Management LLC, on the state and future of asset management. We also have David Hunt, President and CEO of PGIM, on investment strategies. And Shira Ovide, Bloomberg Technology Columnist, on the rally in FAAMG stock and how they are at records.

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Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Alberto Gallo, Partner and Portfolio Manager of Macro Strategies at Algebris UK Limited, discussing trade issues between US/EU and those effects on the economy. Also joining Pimm and Lisa is Tatiana Darie, Health Care Reporter for Bloomberg, reporting from the American Society of Clinical Oncology (ASCO) conference, with the midcaps stock to watch. Also, John Seifert, Ogilvy Chairman and CEO, to discuss why they are rebranding and the advertising industry landscape. And finally Jan Ryde, Executive Chairman and owner of Hastens Group, on the luxury bed market, and disruption in the mattress industry.

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Torsten Slok, Chief International Economist at Deutsche Bank, on jobs, the global economy, Italy and the euro. David Weil, Dean of the Heller School at Brandeis University, discusses wage stagnation, and whether it's reflected in consumer data. Clint Watts, Senior Fellow at the Foreign Policy Research Institute, discusses his new book, "Messing With The Enemy: Surviving in a Social Media World of Hackers, Terrorists, Russians and Fake News." Debbie Shon, trade lawyer with Quinn Emanuel, and former VP of International Trade and Public Policy at U.S. Steel, on Trump's steel tariffs.

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Joe Deaux, Metals & Mining reporter for Bloomberg, on Trump slapping steel tariffs on the United States’ closet allies: EU, Canada, and Mexico. John Moninger, Managing Director at Eaton Vance, on results of their Top of Mind Index (ATOMIX) which lays out the biggest market concerns are for financial advisors and their clients. Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on Italy and Spain. Brian O’Kelley, CEO and co-founder of AppNexus, the leading independent digital advertising marketplace that sees billions of digital ad impressions cross its marketplace daily.

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Luke Hickmore, Senior Investment Manager for Aberdeen Standard Investments, on Italian assets. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on China trade and NAFTA. Scott Vernick, partner at Fox Rothschild and data privacy expert, discusses the rollout of GDPR, and consequences for businesses. Matt Townsend, Global business reporter for Bloomberg, on how corporations are spending the $30 billion in tax cuts that were put in their pockets in the first quarter.

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 Paul McNamara, Investment Director for emerging markets at GAM UK Ltd., discusses how the strike by Brazilian truck drivers is impacting global commodity markets. Fernando Napolitano, President and CEO of the Italian Business & Investment Initiative, discusses Italy’s governmental politics and the impact it’s having on the country's business community. Betsey Stevenson, Former Chief Economist at the US Department of Labor and Associate Professor of Public Policy at the University of Michigan, on why childhood education & high quality childcare should be a priority over free college. Lananh Nguyen, FX reporter for Bloomberg, on persisting misbehavior in the $5.1 trillion-a-day FX market.

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Felice Maranz, Equity Reporter for Bloomberg, joins Bloomberg Markets AM to discuss the cracks in the commercial real estate market. Also joining Pimm and Lisa is Joe Mysak, Editor for Bloomberg Brief: Municipal Market- on Municipalities and new money issuance. Also joining in studio is Sylvia Jablonski, Managing Director of Capital Markets and Institutional ETF Strategist at Direxion Investments, discusses sector trade ideas.

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Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the big news impacting the global economy: Turkey, Italy, China trade and Korea, and Venezuela. Alan Baum, auto analyst and Principal at Baum and Associates, on impact of Trump calling for an investigation of auto imports, and potential 25% tariffs. Arnold Kakuda, Banking and Credit Analyst for Bloomberg Intelligence, on Deutsche Bank's revamp plan, and impact of the Dodd-Frank repeal. Gary A. Naumick, Vice President of Engineering for American Water (NYSE: AWK), to discuss the nation's aging infrastructure, the opportunity for investment, and the value of public/private collaboration.

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 Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on emerging markets, currencies, and Turkey in freefall.  Matt Miskin, market strategist for John Hancock Investments, on why the yield curve will invert if the Fed hikes four times. Logan Mohtashami, Senior Loan Officer for AMC Lending, on why there is no such thing as affordable housing in America. Leigh Curyer, CEO of uranium mining company NexGen Energy, on how Russia may countersanction uranium, and the outlook for nuclear energy.

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Ricardo Hausmann, Harvard economist and Former Minister of Planning for Venezuela, discusses Venezuela’s elections and economic outlook.Alan Bjerga, agriculture reporter for Bloomberg, on how the agriculture sector is hurting from GOP policies on trade, NAFTA, and the rejection of farm legislation in the House.Leigh Curyer, CEO of uranium mining company NexGen Energy, on how Russia may countersanction uranium, and the outlook for nuclear energy. Travis Briggs, CEO of ROBO Global, on investing in robotics, automation and AI.

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Geoff Dennis, Head of Global Emerging Market Strategy at UBS Securities, on emerging markets and why he thinks the gloom over EM equities is overdone. Ferdinando Giugliano, Bloomberg Opinion columnist in Rome, on the populist government plan in Italy, and how Italian/euro assets are being impacted. Dan Moss, Economics Editor and columnist for Bloomberg Opinion, on China casting doubt on report of a $200 billion trade deficit. Aaron Brown, Bloomberg Opinion columnist and former Head of Financial Market Research at AQR Capital Management, on pension funds, market valuations, and cryptocurrencies.

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Guests: 

Han Yik, Head of Institutional Investors at the World Economic Forum, discusses the global pension crisis.David Ourlicht, Commissioner & Chair of the Investment Committee, New York State Insurance Fund, and special adviser to the Chairman of GAMCO, discusses market outlook, infrastructure and asset allocation strategy.Phil Orlando, Chief Equity Market Strategist at Federated, on markets and investing, and why he sees value in the US equity market.Mark Rosenberg, CEO and Co-Founder of Geoquant, on their Mueller Index and how recent turnover at the White House is impacting the political risk in markets.

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Mark Douglas, CEO of Steelhouse, on how advertisers value different media platforms, and how adding regulation to data-rich media platforms like Facebook could impact how much ad dollars they receive. Will Kennedy, Managing Editor: EMEA Energy & Commodities for Bloomberg in London, on the first detailed insight into Saudi Aramco’s financials, ahead of their impending IPO. Bob Mulroy, CEO of Partner Therapeutics, and former CEO of Merrrimack, on FDA approval of their first drug, Leukine, for acute radiation syndrome (ARS), and why the government is interested. Joe Minarik, Director of Research at the Committee for Economic Development, and former Chief Economist at the Office of Management and Budget for the Clinton Administration, on why the deficit is the greatest threat to the future of business. 

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David Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, on earnings season, FAANG stocks, and his top stocks to make money for the rest of the year. Burt Flickinger, Managing Director for Strategic Resource Group, on why ESL Investments' offer for Kenmore and other Sears assets is great for CEO Lampert, but not so good for Sears. Holly Liss, Managing Director, Futures and Commodities Group at BTIG, on the flattening yield curve and the 10-year UST heading to 3%.Juan Manuel Santos, President of the Republic of Colombia, on elections, the Venezuela crisis, US trade tensions, and what's next after his term ends this August.

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Paul McNamara, Investment Director for emerging markets at GAM UK, on the big selloff in Argentina, and why Turkey is still a risk. Tom Gimbel, Founder and CEO of LaSalle Network, on jobs data, and why companies aren't paying more wages. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on how the potential bankruptcy of ZTE Corp. could be the shot that triggers the US-China trade war. Will Rhind, CEO of GraniteShares, on outlook for commodities, gold, and Iran impact on oil.

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Ken Langone, Co-Founder of Home Depot and former director of the New York Stock Exchange, discusses his new book, "I Love Capitalism: An American Love Story," education in America, and his investment in Palantir. Daniel Wager, Vice President: Global Financial Crime Compliance at LexisNexis Risk Solutions, on how companies should prepare for Iranian sanctions, and potential financial crimes surrounding Michael Cohen. Ken Shea, Senior Analyst Global Food, Beverages & Tobacco for Bloomberg Intelligence, on the skyrocketing M&A activity in the cannabis industry.  Bermuda Premier David Burt on their growing crypto business and commitment to blockchain, and the regulatory environment.

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Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on the Redstone family defeating the CBS bid to undercut control of company. Peter Pulikkan, US Energy analyst for Bloomberg Intelligence, discusses how U.S. refiners are maxing out on the shale they can process, as production surges. KC Mathews, Economist and Chief Investment Officer at UMB Bank, discusses market outlook, yield curve, inflation and current investment strategy. Jennifer Bartashus, Senior U.S. food retail and mass merchants analyst for Bloomberg Intelligence, on Walmart earnings and Kroger's pact with online grocer Ocado Group.

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Eli Lake, Bloomberg Opinion columnist on why Trump's cave to China's ZTE hurts his Iran strategy, and North Korea threatening to cancel the Trump summit. Jeff Smedsrud,  co-founder of HealthCare.com and Founder and CEO at PivotHealth.com, on Trump's new drug pricing proposal, insurance affordability, and Obamacare outlook. Sarah Halzack, Bloomberg Opinion retail columnist, on Macy's sales gains and positive outlook. James Bach, Government Analyst: Federal Contracts for Bloomberg Intelligence, on the likely winner of the $10 billion Pentagon cloud contract: Amazon vs. Microsoft.

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Leland Miler, CEO of China Beige Book, on Trump backtracking on moves against China's ZTE Corp, and what this signals about his trade war stance. Brian Egger, Senior Gaming & Lodging Analyst for Bloomberg Intelligence, on the US Supreme Court ruling that states can legalize single-game sports betting. Alan Johnson, Managing Director and Founder of Johnson Associates, discusses results from their quarterly financial services compensation survey. Victoria Espinel, President and CEO of BSA: The Software Alliance and President of Software.org: The BSA Foundation, discussesintellectual property issues between the US and China, digital trade rules, and the software talent shortage. 

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Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the disconnect between asset prices and income, and current investment strategy. Tom Russo, Managing Partner at Gardner Russo & Gardner LLC, on why Philip Morris is poised to benefit from investment in smoke-free products. Brandon Kochkodin, Managing Editor for Bloomberg News, on how Apple and other big companies are no longer disclosing offshore cash positions, making it difficult to gauge whether tax changes are stoking federal investment.Sandy Miller, Partner at Institutional Venture Partners (IVP) on why Silicon Valley will see IPOs as well as more M&A, and how tech companies have been shutting out Wall Street.

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George Schultze, head of Schultze Asset Management, discusses the distressed equities and debt markets, and outlook for Tesla. Larry Noble, Senior Director and General Counsel for the Campaign Legal Center, and Bill Allison, campaign finance reporter for Bloomberg, on the gray area of backdoor lobbying to Trump by AT&T, Novartis, and others. Hugh Bromley, Solar market analyst for Bloomberg New Energy Finance, on California requiring solar panels be installed on all new homes starting in 2020. Toby Harshaw, Bloomberg Opinion columnist, discusses the situation in Iran, the military escalation in Israel, and the Korea summit.

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