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Listen for investment news and in-depth company research. Hosts Paul Sweeney and Scarlet Fu harness the power of Bloomberg Intelligence to analyze investments on Wall Street. Watch Bloomberg Intelligence LIVE on YouTube, weekdays from 10AM to 12PM ET: http://bit.ly/3vTiACF.

Episodes

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Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, on the payments that Michael Cohen received from corporations and a Russian oligarch, and the line between lobbying and bribes. John Kilduff, Founding Partner of Again Capital, on the oil markets, and why he expects oil to go to $80-85 a barrel.David Kotok, Chairman and CEO of Cumberland Advisors, on current investment outlook, the labor force and the Fed. Dr. Richard Chin, CEO of Kindred Biosciences, Inc., on the FDA approval of their new topical drug to treat weight loss in cats, and the company's extensive drug pipeline for pets.

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Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on whether we are reaching the bottom for EM. Elizabeth Nyamayaro, Senior Advisor to the Under Secretary-General and Executive Director of UN Women, and Head of the HeForShe Initiative, on the critical issues facing women around the globe.Anil Dash, CEO of Fog Creek Software, on how to make big tech more ethical and closing the gender pay gap.Max Nisen, Bloomberg Opinion columnist covering health care, on the Takeda-Shire deal. Broadcasting live from BLOOMBERG’s BUSINESS OF EQUALITY SUMMIT in the New York City corporate headquarters.

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Jason Schenker, President of Prestige Economics and a Bloomberg Prophet, discusses how a renewal of sanctions on Iran are impacting oil markets, and outlook for summer driving season.Ken Weissenberg, Partner-in-Charge, EisnerAmper Real Estate Group, on the Blackstone-Gramercy deal and how the shift to online shopping has boosted demand for warehouse REITS.Wiivv's Shamil Hargovan, Co-Founder and CEO, and Hannah Zachritz, Director of Product & Design, on the company’s 3D printing process for customized footwear, and how one of their engineers completed the Boston Marathon in their flip flop sandals. David Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, on key takeaways from the Berkshire Hathaway meeting.

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Gordon L. Johnson, Vertical Group Analyst and Managing Director, on Tesla’s outlook and cash burn.Bermuda Premier David Burt on their economy, tax haven status, and Bermuda as a regulatory play for insurance companies.David Ritter, Senior Analyst: Payments, Fintech & Specialty Finance Analyst for Bloomberg Intelligence, on how Amazon expanding its payment system will impact the payments space. Ogilvy & Mather WW Chairman and CEO John Seifert on the industry business climate, building brands in today's environment, consolidating under "one" Ogilvy, and company outlook after Sorrell.

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Joel Stern, Chairman and CEO of Stern Value Management, discusses government debt. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, with key takeaways from Apple earnings. Will Pruett, Portfolio Manager of the Fidelity Latin America Fund (FLATX), on current investment opportunities and risks in Latin American markets, and why he's overweight Brazil. Jim Fallon, Editorial Director of Women's Wear Daily, on the economic impact to the global fashion world from the upcoming Royal Wedding.

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Stephen Roach, Senior Fellow and lecturer at Yale University and a Bloomberg View columnist, discusses whether China has the edge in US trade negotiations. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Gadfly, on how US supply and geopolitics are impacting oil prices. Steve Milunovich, analyst at UBS Securities, on what to expect from Apple earnings. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on quarterly refunding by the Treasury.

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John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on T-Mobile to acquire Sprint Corp. for $26.5 billion in stock. Andy Lipow, President of Lipow Oil Associates, on Marathon Petroleum to buy rival oil refiner Andeavor for $23.3 billion, in a deal that could create the largest independent fuel maker in the U.S. Jim Vogel, Interest Rate Strategist for FTN Financial, on why yields are pegged more to inflation than supply. Walter Kemmsies, Economist and Chief Strategist of JLL's Ports, Airports and Global Infrastructure Group, on Mnuchin's upcoming trip to China, and outlook for tariffs.

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Chris Miglino, CEO and Founder of SRAX (Social Reality), on how data is controlled and managed, how regulation will impact big tech media ad dollars, and developing technology for consumers to control and sell their own data.Hal Brands, Henry A. Kissinger Distinguished Professor at Johns Hopkins University and Bloomberg View columnist, on the implications for North and South Korea agreeing to finally end a seven-decade war.Michael Scanlon, Portfolio Manager for Manulife Asset Management, on big tech and energy, rebalancing the portfolio, and investment outlook.Fernando Valle, oil & gas analyst for Bloomberg Intelligence, on Exxon and Chevron earnings

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(Bloomberg) -- Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz.

Guests:David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on auto earnings, and a broader look at the auto industry.

Yalman Onaran, Senior Writer: Banking and Finance for Bloomberg, on why he’s skeptical that Deutsche Bank can execute its latest plan.

Scott Li, principal at CRG, a healthcare private investment firm, discusses investment opportunities in the healthcare landscape.

Shira Ovide, Bloomberg Gadfly technology columnist, on Facebook, Amazon, and a look at investor jitters abvout Apple.

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Published 2018-04-25

Facebook Tries to Curb Fake News, Abuse with New Guidelines

32 min Transcript
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Monika Bickert, Vice President, Product Policy and Counterterrorism at Facebook, on the company's update of community standards. Phil Bak, CEO of Exponential ETFs, on overexposure to FAANG trade in traditional market cap indexes, and a preview of Facebook earnings. Erik Fyrwald, CEO of Syngenta, on developing technologies including a malaria insecticide, their recent debt offering, and an upcoming EU ruling to ban one of their insecticides. Dr. Silviu Itescu, CEO of Mesoblast, (ASX:MSB; Nasdaq:MESO), on the opioid crisis, their product pipeline, and potential partners.

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FOCUS ON FIXED INCOME: Damian Sassower, fixed income strategist for Bloomberg Intelligence, on emerging market debt and what higher US yields mean for EM.Jason Trennert, Chairman and Chief Investment Officer of Strategas Research Partners, on why the real economy will outperform the market in 2018.Alex Webb, Bloomberg Gadfly columnist covering technology, on Google's spending surge and Apple manufacturers signaling slowdown in iPhone demand.Max Nisen, Bloomberg Gadfly health care columnist, on Takeda close to buying Shire, and today's big health care earnings.

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Published 2018-04-20

We want to be a consolidator in the industry: William Weld

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Dave Lafferty, Chief Market Strategist of Natixis Investment Managers, on markets and outlook. Also joining Pimm and Lisa is Scott Black, President and Founder of Delphi Management, on value investing and current stock picks. We also discuss cannabis legalization with former Massachusetts Governor William Weld, and Kevin Murphy, CEO of Acreage Holdings. Also joining to discuss oil and OPEC, is Joe Carroll, Bloomberg U.S. Energy Reporter and Houston Bureau Chief. Rounding out the conversation on munis is Joe Mysak, Editor for Bloomberg Brief: Municipal Market. 

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Srinivas Dhulipala, founder of credit hedge fund Kildonan Castle Asset Management, on why rate volatility presents the single-biggest risk to the high-yield credit market. Shira Ovide, Bloomberg Gadfly technology columnist, on Amazon CEO Jeff Bezos' annual shareholder letter, and Facebook building a team to design its own chips. Frank Holmes, CEO and CIO of US Global Investors, on the case for gold. Richard Conn, Managing Partner of Eurasia Advisors, on US-Russia relations, impact of sanctions, ruble outlook, and what response would be effective in dealing with Moscow.

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Admiral James Stavridis, retired U.S. Navy admiral and former military commander of NATO, current dean of the Fletcher School at Tufts University and Bloomberg View contributor, on Mike Pompeo speaking with Kim Jong Un, and the conflict in Syria. Justin Sunerok, Founder and CEO of Verge, on their new partnership with Pornhub for its users to accept Verge cryptocurrency as payment.   Luxembourg Finance Minister Pierre Gramegna on EU integration and trade outlook, taxation and its status as tax haven, and European growth. Sridhar Natarajan, High Yield Debt and Syndicated Loan Reporter, on Goldman and Blackstone being on opposite sides of an ego clash over swaps.

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Coinshares Chairman Danny Masters discusses the outlook for bitcoin and crypto currencies, security, and regulation in the industry.Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on the yield curve, Richard Clarida and Fedspeak this week.PenFed CEO James Schenck discusses providing seed capital to fund veteran start-ups via their new Veteran Entrepreneur Investment Program. Kevin Tynan, Senior Auto Analyst for Bloomberg Intelligence, on China removing ownership caps on automakers.

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Charles Peabody, President of Portales Partners LLC, on bank earnings and why we are seeing a lower quality of earnings. Brian Egger, Senior Gaming and Lodging analyst for Bloomberg Intelligence, on continued consolidation in the gambling industry, as Icahn plans to sell Tropicana in a $1.85 billion deal. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, on why the market is undervalued and current credit conditions.David Chene, Managing Partner at Kennedy Lewis Investment Management LLC, on whether corporate debt will be leading the US into the next recession.

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Amy Crews Cutts, Chief Economist for Equifax, on the rising amount of consumer debt.David Lee, COO and CFO of Impossible Foods, on its plant-based burger making its fast food debut at White Castle. Barry James, President and CIO of James Investment Research and portfolio manager of the James Balanced: Golden Rainbow Fund (GLRBX), on current positioning, and stock picks.  Larry Liebert, National Security Editor for Bloomberg, on the situation in Syria, and changes at the NSA.Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on how middle east tensions are impacting oil price.

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Published 2018-04-11

All Eyes Swivel To Washington As Trump Tweets, Ryan To Exit

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Marty Schenker, Chief Content Officer for Bloomberg, on headlines moving markets today: U.S. mulling military strategies in Syria, Trump considering firing Rosenstein to end Mueller investigation. Billy House, congressional reporter for Bloomberg, on Paul Ryan's announcement to not seek reelecion, and who could replace him. Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst, on the two big issues that Facebook will need to tackle. Shira Ovide, Bloomberg Gadfly technology columnist, with recap and analysis of Mark Zuckerberg's testimony before Congress.

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Pedro Pizarro, President and CEO, Edison International, on investing in new energies, and how utilities are positioning themselves to benefit from the shift to electric vehicles.Anne Finucane, Vice Chairman, Bank of America, on investing in clean energy, sustainable financing, and how policy about social risk directs investment in different industries.  Chris Mowry, CEO of General Fusion, on what the private sector and governments are doing to support nuclear fusion, and why break-even fusion is possible. Tom Wilson, mining and commodities reporter for Bloomberg, on how Russia sanctions are reverberating through the global commodities markets.

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Guests:

General (Ret.) Keith Alexander, U.S. Army, Co-founder and Director at IP3, on creating a strategy for secure economic development of nuclear energy in the Middle East, and implications for the region. Chris Ailman, Chief Investment Officer at CalSTRS Investments, discusses Facebook’s need to give voting rights to capital investors, and addresses the potentially material financial impact of climate change.Tom Fanning, Chairman, President & CEO, Southern Company, on his nuclear bet, investing in solar, and the future landscape of energy in the US. Sunpower CEO Tom Werner discusses new panel factory, tariffs, industry landscape and company outlook. 

Live from Bloomberg’s Future of Energy Global Summit in New York City. 

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Guests:

Gary Shilling, President of A. Gary Shilling & Co. and Bloomberg View Prophet and columnist, on markets, commodities and current investment themes.Brendan Ahern, CIO of KraneShares, on China, tariffs, and current China investment strategies.Erin Browne, head of asset allocation at UBS Asset Management, discusses markets and current allocation strategy, trade war impact, and currencies outlook.George Kurian, CEO of NetApp, and Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the company’s financials and outlook, and keeping data safe in the cloud.

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Clay Lowery, Managing Director at Rock Creek Global Advisors and former Assistant Secretary for International Affairs at the US Treasury Department, on tariffs, and the US considering an emergency CFIUS law to curb China takeovers. Brian Kleinhanzl, Equity research analyst at Keefe, Bruyette & Woods, discusses why Goldman's transition to be more "bank-like" may fail. Hugh Son, Bloomberg finance reporter, on the Wall Street battle between man and machine, and highlights from Jamie Dimon's annual letter to shareholders. Cole Smead, Managing Director and Portfolio Manager at Smead Capital Management, on markets and how passive vehicles don't help investors during bear markets.

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Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, on currency strategy, dollar weakness, and why the Canadian dollar will rebound. Satish Jindel, President of SJ Consulting, dispels Trump’s claims about Amazon and USPS, and discusses the impact of tariffs on the transports and container ship industry. Dr. Ellen Wald, scholar at the Arabia Foundation, discusses oil markets and her new book, "Saudi, Inc," a history of Saudi Aramco and the family that controls the multi-trillion dollar enterprise. Rob Croce, Managing Director of Quantitative Strategies at Salient Partners, on asset allocation and risk parity strategy, as market volatility and negativity increases.

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Alan Blinder, economist and former Vice-Chair of the Federal Reserve, on his new book, "Advice and Dissent: Why America Suffers When Economics and Politics Collide." Jordyn Holman, Bloomberg reporter, discusses why Sinclair contracts made it too expensive for reporters to quit amidst controversy over pro-Trump scripts. Baroness Helena Kennedy, Labour Party Member at the House of Lords, on outlook for Brexit, and how the UK economy is already feeling the pinch. Jonathan Miller, President and CEO of Miller Samuel, on Manhattan home prices plunging by the most since the recession. 

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Guests:Philippe Houchois, equity analyst at Jefferies, on why he thinks investors should hold onto Tesla, as the stock comes under pressure amidst production concerns.Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China tariffs and outlook for trade war.Bloomberg Gadfly’s Max Nisen, health care columnist, and Tara Lachapelle, deals columnist, on why a Walmart-Humana makes sense.Jennifer Bartashus, consumer analyst for Bloomberg Intelligence, on a California ruling that will require coffee sellers and retailers like Starbucks to issue cancer warnings.

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Mike Collins, Senior Investment Officer, Portfolio Manager and at PGIM Fixed Income, on current investment strategy, the yield curve and rate hike outlook. Shira Ovide, Bloomberg Gadfly technology columnist, on Trump’s attacks on Amazon, Apple’s new iPad, and why investors are suddenly concerned about the big tech companies. Jim Nadler, CEO of Kroll Bond Rating Agency (KBRA), on the business outlook and how the US deficit may impact its rating. Michaela Ross, Bloomberg Law technology reporter, on how campaign donations made in bitcoin are raising concerns with finance transparency groups about fraudulent giving.

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Joel Levington, Senior credit analyst for Bloomberg Intelligence, on Moody’s downgrade of Tesla’s bonds to Caa1, which may slice about 3 points of value off the notes and create a dilemma in raising money. Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic adviser to President Clinton, on trade war with China, and who stands to win or lose. Max Chafkin, technology reporter for Bloomberg Businessweek, discusses Facebook updating privacy tool, and what to expect from Mark Zuckerberg testifying before Congress. Stephen Rannekleiv, Global Beverages Strategist for Rabobank International, on the growth in online sales of alcohol and who will be the winners, as well as any tariff impacts to the industry.

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Robert Friedman, Senior Editor, Projects & Investigations for Bloomberg, on how Facebook helps shady advertisers. Jack Devine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, discusses why he supports Trump's CIA director nominee, Gina Haspel.Bloomberg View columnist Jared Dillian, editor and publisher of "The Daily Dirtnap," discusses his column: "Private Equity? It's More Like Pirate Equity."Chris Hughes, deals columnist for Bloomberg Gadfly, discusses Akzo Nobel selling chemicals unit to PE firm Carlyle for $12.5 billion, and Glaxo buying Novartis' consumer health division for $13 billion.

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Mike McDonough, Chief Economist: Financial Products for Bloomberg, on China’s reaction to Trump’s tariffs, and the possibility they will reduce US Treasury purchases as bargaining leverage. Dr. Garth Graham, President of the Aetna Foundation and former deputy assistant secretary of HHS, to discuss their Healthiest Communities report, and their initiative to address the opioid crisis.  Ken Monaghan, Co-Director of Global High Yield at Amundi Pioneer, on credit markets, rate hike outlook, and opportunities and risks in high yield. MID MARKET REPORT:  David Dullum, President of Gladstone Investment Corporation (NASDAQ: GAIN), on why this PE fund focuses on lower middle market buyouts, and how BDC's can add more leverage after recent tax law addendum.

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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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Leland Miler, CEO of China Beige Book, on Trump set to announce $50 billion of tariffs against China over intellectual-property violations.David Garrity, CEO of GVA Research, on Zuckerberg's apology over Cambridge Analytica crisis, and the importance of quantum computer cybersecurity.Tara Lachapelle, Bloomberg Gadfly deals columnist, on outlook for Time Warner-AT&T, as the CEOs head to court today for the DOJ lawsuit seeking to block the merger. John Love, President and CEO of USCF, discusses commodities, oil and gas, and how their private equity ETFs have performed.

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Komal Sri-Kumar, President and Founder of Sri-Kumar Global Strategies, and a Bloomberg Prophet, on the FOMC and what to expect from today's meeting, and why Treasuries have the winning hand over equities. Jim Anderson, CEO of SocialFlow, discusses the issues surrounding data mining, privacy and the controversy over Facebook and Cambridge Analytica. Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on why Tesla bondholders won't have a good 2018. Ben Penn, labor reporter for Bloomberg Law, on the DOL releasing a controversial tip-sharing rule without data showing it could allow businesses to skim $640 million in gratuities.

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Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on casualties in the grocer landscape, as Amazon fuels competition. Sarah Frier, technology reporter for Bloomberg, on how Facebook made its Cambridge Analytica data crisis worse, and how Congress is responding. Andrew Mayeda, global economy reporter for Bloomberg, on China pledging action on tech transfers, as Trump prepares to impose tariffs worth as much as $60 billion on Chinese products. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence,  previews the FOMC meeting.

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Mindy Grossman, CEO of Weight Watchers, discusses the shift from focusing on losing weight to overall health and wellness, and the launch of their Healthy Kitchen products.Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, on Apple developing their own screens, Facebook in hot water after the Cambridge Analytica data breach, and Time Warner going to trial against the DOJ.Elliot Weissbluth, Founder and CEO of HighTower Advisors, on the repeal of DOL's fiduciary rule, and what it means for financial advisors and investors. Susanne Barton, Bloomberg commodities reporter, on why industry barons see a future in mining asteroids in space for water and minerals.

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Marian Harkin, European Union Parliament Member representing Ireland, discusses Brexit and the border between Northern Ireland and the Republic. Jennifer Bartashus, Senior U.S. Food Retail Analyst for Bloomberg Intelligence, and Alan Bjerga, Bloomberg agriculture reporter, on Walmart: farming drones and e-commerce whistle blower.Chuck Lieberman, Bloomberg Prophet and Chief Investment Officer & Managing Partner Advisors Capital Management LLC, on more bad news for the MLP sector. Dr. Eric Cole, CEO of Secure Anchor Consulting, and former Technical Director for the C.I.A. who served on the Cybersecurity Commission for President Obama, discusses the Russian hack on US critical infrastructure.

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Phil Brendel, senior credit analyst for Bloomberg Intelligence, and Matt Townsend, Global business reporter for Bloomberg, on Toys R Us liquidating stores, and iHeart filing for bankruptcy.Yalman Onaran, Senior Banking and Finance Writer for Bloomberg, on the U.S. Senate passing legislation to ease Dodd-Frank banking rules that were prompted by the global financial crisis.Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on market risks, China, and what recent dollar weakness is sayingSteve Matthews, Bloomberg economics reporter, on Larry Kudlow succeeding Gary Cohn, and wasting no time as he plunges into his role as Trump’s economic warrior

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John McClain, portfolio manager at Diamond Hill Investment Group, with color and outlook for credit markets and high-yield debt. Author Joshua Freeman,  professor at Queens College and the CUNY Graduate Center, discusses his new book, "Behemoth: A History of the Factory and the Making of the Modern World.”  Toby Harshaw, Bloomberg View national security editor, on Theresa May expelling 23 Russian diplomats over the poisoning of a former spy on British soil, and what this means for the U.S. Scott Lawlor, Founder and CEO at Waypoint Residential, on why you should have real estate investments in your portfolio, where we are in the real estate market cycle, and top opportunities.

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Tony Balloon, the head of the China corporate consulting practice at Alston & Bird, and Bloomberg's DOJ reporter David McLaughlin, discuss Trump rejecting the Qualcomm/Broadcom merger, and potential implications for cross-border deals in the U.S. going forward. Willie Walker, CEO of Walker & Dunlop, discusses Freddie Mac's new pilot program, the housing and mortgage market, and company outlook after tax reform. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, markets and current investment strategy. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on what bond auctions are telling us. 

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Erik Schatzker, Editor-at-large for Bloomberg, on Goldman announcing David Solomon will be the sole president of the company, and Lloyd Blankfein saying reports of his exit are premature. MID MARKET REPORT:  Steven DeSanctis, Managing Director and small/mid-cap analyst for Jefferies, on current trends and opportunities in the small to mid-cap space. Ariel Cohen, Senior Fellow at the Atlantic Council and director of the Center for Energy, Natural Resources and Geopolitics at the IAGS, on North Korea and Russia. Jonathan Hill, Founder and Owner of Jonathan A. Hill Booksellers, on pricing rare books, and highlights from the annual Antiquarian Book show, where a Copernicus was on sale for $2 million.

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Jack Devine, former Acting Director of the CIA and President of security firm The Arkin Group, and Toby Harshaw, Bloomberg View editor, discuss President Trump upcoming meeting with North Korea's Kim Jong Un.Noel Hebert, Director of Credit Research for Bloomberg Intelligence, on Toys R Us said to prepare for a shutdown of its US operations, and Claire's preparing to file bankruptcy. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the bond markets and current investment strategy. Max Nisen, Bloomberg Gadfly columnist covering health care, discuss the health care industry landscape following the Express Scripts-Cigna, and potential anti-trust issues.

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Fahmi Quadir, Founder and CIO of Safkhet Capital LP, discusses starting her short-only hedge fund, and how she targets a stock. Priya Misra, Head of Global Rates at TD Securities, on the ECB rate decision, and the upcoming payroll report. Irene Finel-Honigman, Adjunct Professor of International Affairs at Columbia University, on trade and tariffs, and what populism really means.Lara Rhame, Chief US Economist at FS Investments, on economic indicators, volatility, tariffs and the Fed.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Published 2018-03-07

Humans Are Progressing Despite The Gloomy News Flow: Pinker

30 min Transcript
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Steven Pinker, Harvard psychologist and professor, discusses his new book, "Enlightenment Now: The Case for Reason, Science, Humanism and Progress."Paresh Upadhaya, Director of Currency Strategy at Amundi Pioneer, on how the dollar will perform going forward under a protectionist agenda, and his favorite FX trade for 2018.Beatrice Fihn, Executive Director of the International Campaign to Abolish Nuclear Weapons (ICAN), discusses a report that reveals what companies benefit from a new arms race.Vincent Piazza, Senior Equity Energy Analyst and Global Sector Leader for Bloomberg Intelligence, on oil, US shale overtaking OPEC, and what E&P companies will do with their excess cash.

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Published 2018-03-06

In the End, China Will Ensure North Korea Security: Harshaw

29 min Transcript
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Toby Harshaw, Bloomberg View editor, on North Korea willing to give up its nuclear weapons if the safety of Kim Jong Un’s regime is guaranteed. Brendan Brown, Chief Economist and Head of Economic Research at Mitsubishi UFJ Securities, on currency manipulation, and why Jay Powell is walking a monetary tightrope blind. Ram Ahluwalia, CEO and co-founder of Peer IQ, on Amazon to offer checking accounts. David Katz, President and CIO of Matrix Asset Advisors, on his current stock picks, and why you should buy Wells Fargo now during this period of uncertainty.

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Caitlin Webber, US Trade Policy analyst for Bloomberg Intelligence, on impact of Trump's tariffs and outlook for a trade war. David Garrity, CEO of GVA Research, on social media giants shirking responsibility, the importance of quantum computer cybersecurity, and why trading algorithms need to be reprogrammed. Randall Rothenberg, CEO of the Interactive Advertising Bureau, discusses the rise of the brand economy, and digital media self-regulation. Jamie Butters, US autos reporter for Bloomberg, on impact of steel tariffs on the auto industry.

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Todd Zywicki, professor at George Mason University School of Law and a former director of the Federal Trade Commission’s Office of Policy Planning, on how Mick Mulvaney’s rollback of regulations at the Consumer Financial Protection Bureau is a step in the right direction.Brooke Sutherland, Bloomberg M&A and industrials columnist, on Broadcom's hostile bid for Qualcomm facing a new hurdle, as the Committee on Foreign Investment in the US starts a probe. Edward Lazear, Professor at Stanford University’s Graduate School of Business and Senior Fellow at the Hoover Institution, on how government spending discourages work.Dan Liefgreen, Milan bureau chief for Bloomberg, on the populist turn in the Italy elections.

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Market Drivers with Bloomberg stocks editor David Wilson, and Andrew Cosgrove, Senior Analyst: Energy & Mining for Bloomberg Intelligence, on impact of Trump imposing stiff steel and aluminum tariffs. Matt Boesler, Federal Reserve reporter for Bloomberg, on what to expect from Fed Chair Jay Powell’s testimony before the Senate Banking Committee.                                                                                              

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Published 2018-02-28

Tyson Turns to Vegan Foods As It Seeks to Disrupt Itself

29 min Transcript
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Tom Hayes, CEO of Tyson Foods, on business outlook and shift towards prepared and snack foods, the company’s new vegan line, and commitment to transparency and sustainability.Michael Gorenstein, CEO of Cronos Group (NSDQ: CRON), the first cannabis company to list publicly in the US, on their IPO and outlook for medical marijuana in the US and abroad.Leland Miller, CEO of China Beige Book International, on China's lackluster PMI, and Mnuchin revisiting TPP. Scott Wren, senior global equity strategist for Wells Fargo Investment Institute, on balancing risk and reward in a portfolio, market volatility, the economy, and markets.

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Published 2018-02-26

Tariffs May Cause Pricing Premiums For US-Made Steel: Dudas

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Mike Dudas, Metals and Mining Analyst for Vertical Research, on why gold is going to $1400 and Trump's aluminum tariffs. Brian Reynolds, Asset Class Strategist for Canaccord Genuity, on Wall Street buybacks driving the market. Katherine Chiglinsky, US finance reporter for Bloomberg, on Warren Buffett's annual shareholder letter and outlook for the joint health care venture with Amazon. Mike McDonough, Global Director of Economic Research at Bloomberg Economics, on China abolishing the term limit which would allow Xi Jinping to stay in power.

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