Rank #1: Expect the U.S. To Issue Digital Currency Next Year: FiREapps CEO
Wolfgang Koester, CEO of FiREapps, on bitcoin futures and why he sees the U.S. issuing a digital dollar in 2018. John Tozzi, healthcare reporter for Bloomberg, with a look at the history of the little blue pill that changed sex, as Viagra goes generic. Tim Ghriskey, CIO of Solaris Asset Management, on why tax reform will spur corporate buybacks instead of growth. John Wobensmith, CEO of Genco Shipping (NYSE:GNK), on why the global drybulk recovery is just starting.
Dec 11 2017
Rank #2: Amazon, Real Estate, & Tech Sector
Alex Webb, Bloomberg Opinion Technology Columnist, will discuss Amazon’s disappointing third quarter earnings. Yoav Sharon, Portfolio Manager, Driehaus Capital Management, will discuss macro market moves and how to deal with volatility. Melissa Reagen, Head of Research, Americas, at Nuveen Real Estate, will discuss her team’s recently published Q4 outlook, where they discuss why real estate is an attractive alternative to avoid market volatility for the remainder of 2019. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, on 3Q Tech sector results.
Oct 25 2019
Rank #3: EU Rejection Poses Bigger Danger For May Than Brexit Rebellion
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.
Jul 09 2018
Rank #4: Fed 'Takes Back' Last Year's Hike: Invesco's Hooper
Kristina Hooper, Chief Global Market Strategist at Invesco, on the Fed "taking back" last year's fourth rate hike. Harley Finkelstein, COO of Shopify, on the company's strong earnings, and why direct-to-consumer is the future of retail. Andrew Feltus, Amundi Pioneer Co-Director of High Yield, on the Fed decision on the high-yield bond market. Hugh Bromley, solar market analyst for Bloomberg New Energy Finance, on the solar market and whether U.S. solar is now in an upswing. Hosted by Lisa Abramowicz and Paul Sweeney.
Aug 01 2019
Rank #5: Christie’s Chair With Inside Look At $450 Million Da Vinci Sale
Stephen Lash, Chairman Emeritus of Christie’s America, on art investing and an inside look at the $450 million Leonardo Da Vinci sale. Simon Ballard, Global Credit strategist for Bloomberg in London, on improving conditions for Greek debt, and UK credit markets showing strain as Brexit negotiations stall. Matt Robinson, financial regulation reporter for Bloomberg, on the SEC said to probe whether banks helped hedge funds inflate returns. Lightbridge CEO Seth Grae, and Areva VP of Nuclear Fuel Bob Freeman, discuss their partnership and the future of nuclear energy.
Dec 05 2017
Rank #6: Argentina Bonds Become Attractive At 40 Cents: Greer
Paul Greer, Portfolio Manager, Emerging Markets & FX at Fidelity International, on the short-term risk of emerging market contagion. Grady Burkett, portfolio manager at Diamond Hill Capital Management, on finding value in global markets, and why he’s overweight the U.K. Max Nisen, Bloomberg Opinion health care columnist, on why Trump's plan to import cheap Canadian drugs can't happen without Big Pharma. Michelle Seitz, Chairman and Chief Executive Officer of Russell Investments, on industry trends in asset management and the survival of the fittest. Hosted by Lisa Abramowicz and Paul Sweeney.
Aug 13 2019
Rank #7: Why Massive Growth In Private Markets Will Continue
Kelly Rodriques, CEO of Forge, on the growth of private markets and direct public offerings in 2020. Burt Flickinger, Managing Director for Strategic Resource Group, on retail sales and what this forecasts for 2020. Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute, discusses the revelations from indicted Giuliani associate Lev Parnas, and the GAO ruling that the White House Ukraine freeze violated the law. Juan Carlos Artigas, Director of Research at the World Gold Council, on their 2020 Gold outlook. Hosted by Lisa Abramowicz and Paul Sweeney.
Jan 16 2020
Rank #8: Stocks Rise to Record, Bonds Fall
Patrick Palfrey, equity strategist at Credit Suisse talks about stocks climbing to records. Chris Rupkey, MUFG Union Bank Chief Financial Economist, discusses Treasuries tumbling as trade optimism fuels demand for risk assets.
Nov 04 2019
Rank #9: 'Dumbstruck' by Trump on Puerto Rico
Joe Mysak, an editor at Bloomberg Briefs, says he was "dumbstruck" by President Trump's comments on Puerto Rico's bond market. KPMG Chief Economist Constance Hunter discusses the September jobs report, in which the number of workers on U.S. payrolls declined for the first time since 2010. Finally, Ernesto Ramos, the head of equities at BMO Global Asset Management and portfolio manager of the BMO Large Cap Growth Fund, discusses the stock market and tells Pimm Fox and Lisa Abramowicz what kinds of companies he looks for.
Oct 06 2017
Rank #10: I Don't Think the Wise Investor Ever Waits in the Muni Market: Mysak
Erik Gordon, Michigan University Professor at the Ross School of Business on Elon Musk and the SEC. We also have Joe Mysak, Editor for Bloomberg Brief: Municipal Market discussing the economy. Also joining the program is Malcolm Harkins, Chief Security & Trust Officer at Cylance discussing Cyber-security and China hacks. We also have Beth MacLean, Portfolio Manager at PIMCO, on the bank loan market and her outlook on the economy.
Oct 05 2018
Rank #11: Avoid Banks, More Downside Coming: Charles Peabody (Podcast)
Charles Peabody, President of Portales Partners LLC, on bank earnings and why it’s not a good time to buy the sector. Nokia Chairman Risto Siilasmaa, discusses his new book, " Transforming NOKIA: The Power of Paranoid Optimism to Lead Through Colossal Change." Bobby Ghosh, Bloomberg Opinion editor, discusses the editorial: "Saudi Arabia Must Explain What Happened to Khashoggi." Amanda Albright, muni bond reporter for Bloomberg, discusses Los Angeles considering creating a public bank. Hosted by Pimm Fox and Lisa Abramowicz.
Oct 12 2018
Rank #12: Mike Mayo: Banks Are Poised To Party Like It’s 1995
Mike Mayo, Senior Banking Analyst for Wells Fargo Securities, on his market moving note on how banks are poised to "party like its 1995" if rates were cut. Ken Fisher, Founder, Executive Chairman and Co-CIO of Fisher Investments, on how America is getting funded by Europe and Japan. Mark Shafir, Co-Head Global Mergers & Acquisitions at Citigroup, on cross-border mergers falling to a record low in 2019. Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations and Senior Advisor at Exante Data, on how Trump's trade wars are impacting the global economy. Hosted by Lisa Abramowicz and Paul Sweeney.
Jun 05 2019
Rank #13: The Smart Money May Be Getting Out of the Market Now: Booth
Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, and a Bloomberg Opinion columnist, discusses red flags in the economy. Dr. Ellen Wald, President of Transversal Consulting and author of "Saudi, Inc.," discusses US-Saudi relations, and impact to oil markets and MBS’ tech investments. Peggy Collins, U.S. Investing team leader, on Invesco buying Oppenheimer Funds. Steve Englander, Global Head of G10 FX Research and North America Strategy for Standard Chartered Bank, and a Bloomberg Opinion columnist, on the U.S. Treasury’s foreign-exchange policy report to Congress.
Oct 18 2018
Rank #14: Market Will Live And Die On China Trade Deal: Colas
Nick Colas, Cofounder of DataTrek Research LLC and a Bloomberg Opinion columnist, and Jenny Leonard, Bloomberg trade reporter, on Trump digging his heels in on the trade war and impact to markets. Therese Raphael, European economics and politics editor for Bloomberg Opinion, on Boris Johnson and Brexit, the contracting UK economy, and uncertainty in Italy. Scott Kimball, portfolio manager of the BMO TCH Core Plus Bond Fund (MCBIX), on the Fed's "mistake," and current investment strategy. Wendi Whitmore, Global Partner & Director, IBM X-Force Threat Intelligence, on cyber threats and breaches. Hosted by Lisa Abramowicz and Paul Sweeney.
Aug 09 2019
Rank #15: Stocks Gain on U.S. Tax Plan; Bitcoin Rallies
Mark Anquillare, Chief Operating Officer of Verisk Analytics, on the need for private flood insurance and insuring a nuclear attack. Ken Fisher, the founder, chairman and co-CIO of Fisher Investments, on bitcoin and tax plan. Tamara
Gafney, Senior Director at Adobe Digital Insights, on holiday tech sales forecast. Burt Flickinger, Managing Director at Strategic Resource Group, on holiday retail sales.
Dec 18 2017
Rank #16: Disney Poised To Explode At End Of Year: Porter Bibb
Porter Bibb, Managing Partner for MediaTech Capital Partners, on Disney's strategy taking hold, despite weak results this quarter. Jim Bianco, President and Founder of Bianco Research, on Fed and markets converging the global economy. Tom Orlik, Chief Economist for Bloomberg Economics, on Asia Pacific banks delivering surprise interest-rate decisions, and what this could mean for the Fed. Satish Jindel, President of SJ Consulting, and Thomas Black, transportation reporter for Bloomberg, on Fedex reducing its independence on Amazon. Hosted by Lisa Abramowicz and Paul Sweeney.
Aug 07 2019
Rank #17: Tax Plan Likely to Spur More M&A: Evercore's Schlosstein
Ralph Schlosstein, President and CEO of Evercore, on why the GOP tax plan could have a significant effect on New York City and its role as global financial center. Shira Ovide, Bloomberg Gadfly technology columnist, on Uber losing its EU court fight, after the top court ruled its ride-hailing service should be regulated as a transport company. Bobby Cho, Head of Trading for Cumberland, with a look at how bitcoin is traded.Mandeep Singh, tech industry analyst for Bloomberg Intelligence, on Airbnb launching its own apartment complexes: does this change its business model from tech to hotel?
Dec 20 2017
Rank #18: Three Reasons Why U.S. Stocks Are Going Up: Orlando (Podcast)
Phil Orlando, Chief Equity Market Strategist at Federated Investros, on jobs, the stocks market and current investment strategy. Carl Weinberg, Chief Economist at High Frequency Economics, on the IMF outlook. Mark Lindbloom, Portfolio Manager for Western Asset Management, on the bond market selloff and the launch of their new fixed income ETF. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the China yuan and outlook for emerging markets.
Oct 09 2018
Rank #19: Bond Selloff Forces Funds to Reassess Strategy: FTN's Vogel
Jim Vogel, Interest Rate Strategist at FTN Financial, on what's happening in the bond market and outlook for interest rates.Joel Stern, Chairman and CEO of Stern Value Management, on current market outlook, and how tax reform will impact the economy.Jon Swallen, Chief Research Officer of Kantar Media, with analysis of Super Bowl advertising, and ad highlights of this weekend’s game. Lindsey Rupp, specialty retail reporter for Bloomberg, on the death of clothing.
Feb 05 2018
Rank #20: Leveraged-Loan Gloom Is Way Overdone: Eaton Vance PM
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.
Sep 21 2018