Rank #1: Huawei Threat Poses Grave Risk To Trade Deal
Meredith Sumpter, Research Strategy & Operations Head at Eurasia Group, on how U.S threats against Huawei pose a grave risk to the company and to a trade truce. Bloomberg Intelligence's Woo Jin Ho, Senior Technology Analyst, and John Butler, Senior Telecoms analyst, discuss Trump's moves against Huawei, what it means for the telecom sector, and how it could impact 5G rollout. Virginie Costa, CFO of Godiva, on Godiva's push into the cafe business. Burt Flickinger, Managing Director for Strategic Resource Group, with insights into Walmart. Hosted by Lisa Abramowicz and Paul Sweeney.
May 16 2019
Rank #2: 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 #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: 2020 Global Outlook, Six Word Market Narratives
Torsten Slok, Chief Economist at Deutsche Bank Securities, shares his 2020 outlook for markets and the global economy. He says when the Fed expands it balance sheet 1% the S&P goes up approximately 1% as well. Nick Colas, Co-Founder of DataTrek Research, breaks down the market narratives from 2018 and 2019 and what the narrative will be for 2020. Ronan Crosson, Head of Data Analytics at Eagle Alpha, discusses the escalating streaming wars and why he sees Netflix as an early leader. Steve Grobman, CTO at McAfee, discusses the biggest cybersecurity threats and trends to watch as we move into 2020. He identifies technologies that have been useful in stopping robocalls. Hosts: Lisa Abramowicz and Paul Sweeney.
Jan 02 2020
Rank #5: Trump's Bashing of Intel Agencies A Big Concern: Sen. Angus King
Senator Angus King (I-Maine) discusses the Mueller report fallout and the cyber security task force he's launching. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, examines recent escalations from North Korea, Russia, Iran, and China. Tom Giles, Bloomberg technology reporter, on Apple getting hit on China tariff concerns and the Supreme Court ruling against the company. Win Thin, Global Head of Currency Strategy at Brown Brothers Harriman, on risk to EM currencies following the collapse of China trade talks.
May 13 2019
Rank #6: 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 #7: Brexit, U.S-China Trade, AutoNation CEO
Therese Raphael, Bloomberg Opinion Editor, will discuss the latest Brexit news, and how Boris Johnson’s brother quit the government in protest at his Brexit strategy. Shawn Donnan, Bloomberg News Senior Trade Reporter, will discuss the latest in U.S, China trade talks. Stephen Schork, President of the Schork Group and Editor of The Schork Report, on oil and gas markets. Cheryl Miller, AutoNation’s CEO and President, on the auto industry and the loan landscape.
Sep 05 2019
Rank #8: Leveraged Loans Offering Better Risk-Reward: Finke
Tom Finke, Chairman and CEO of Barings, on the Milken conference and his current investment strategy and outlook. Nell Abernathy, Vice President of Policy and Strategy at the Roosevelt Institute, on why markets alone can't correct the imbalance of income and power in the economy. David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd and Partner at BTblock, on Alphabet's revenue miss. Sam Fazeli, Director of Research for Bloomberg Intelligence, on big pharma earnings today: Pfizer, Eli Lilly and Merck & Co. Hosted by Lisa Abramowicz and Paul Sweeney.
Apr 30 2019
Rank #9: The Ultra-Wealthy Favor Private Corporate Investments
Michael Sonnenfeldt, Chairman of TIGER 21, on how the ultra-wealthy are investing after Q1. Michael Terwilliger, Portfolio Manager for the Resource Credit Income Fund, on how a new 48-hour trade reporting delay for corporate bonds could impact the market. Max Nisen, Biotech, Pharma and Health Care Columnist for Bloomberg Opinion, on Johnson & Johnson’s better than expected drug sales, and UnitedHealth raising their outlook. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on how Venezuela sanctions are keeping investors away. Hosted by Lisa Abramowicz and Paul Sweeney.
Apr 16 2019
Rank #10: U.S. Should Follow The EU's Footsteps To Tackle Google (Podcast)
Jim Anderson, CEO of Socialflow, on the key takeaways from Google CEO Pichai's testimony before Congress. Neal Dingmann and Welles Fitzpatrick, Managing Directors at SunTrust Robinson Humphrey covering the E&P sector, discuss energy stocks and valuations. Michael Smart, Managing Director at Rock Creek Global Advisors and former International Trade Counsel on the Senate Finance Committee, on China trade negotiations. David Welch, Detroit Bureau Chief for Bloomberg, on which automakers would be impacted by China cutting auto tariffs.
Dec 11 2018
Rank #11: 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 #12: '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 #13: M&A Pipeline Is More Robust In 2020: Citizens' McCree
Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Financial Group, discusses the robust M&A market for small and mid-sized companies. Dr. Ellen Wald, President of Transversal Consulting and Bloomberg Opinion columnist, on oil markets, as the U.S. amps up pressure on Venezuela and Iran. Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on how soft commodities have become a macro bet. Mike McDonough, Chief Economist: Financial Products for Bloomberg LP, on Trump threatening an escalation of tariffs on China. Hosted by Lisa Abramowicz and Paul Sweeney.
May 06 2019
Rank #14: 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 #15: 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 #16: 80% of Bain’s Distressed Purchases Have Been Outside the U.S. (Correct)
(Corrects title in reference to Bain's credit purchases.)
Jonathan Lavine, Co-Managing Partner and Credit Chief Investment Officer at Bain Capital, discusses the private credit markets. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Apple having the capacity to make iPhones out of China if it needs to. Danton Goei, portfolio manager for the Davis Large Cap, Global, and International Portfolios at Davis Funds, discusses why China tech stocks are undervalued due to the trade war. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses whether traders are ahead of themselves on a Fed cut. Hosted by Lisa Abramowicz and Paul Sweeney.
Jun 11 2019
Rank #17: Banks Reveal Concerning Credit Deterioration: Peabody
Charles Peabody, President of Portales Partners LLC, on bank earnings and why the picture isn't as rosy as the market seems to think. Tara Lachapelle, Deals, Telecom and Media Columnist for Bloomberg Opinion columnist, on Disney's new video service which undercuts Netflix. Mike Buchanan, Deputy Chief Investment Officer at Western Asset Management, on credit markets, the Fed, and the firm's new global outlook. Shira Ovide, Bloomberg technology columnist, on why investors are going to have a hard time valuing Uber.
Apr 12 2019
Rank #18: 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 #19: Qualcomm's Dual Business Model Remains A Risk: Ovide
Shira Ovide, Bloomberg Opinion technology columnist, on why Qualcomm may have finally run out of lives. Cameron Clayton, General Manager: IBM Watson Media and Weather, discusses their new Weather Signals product which turns weather forecasts into sales predictions for retailers and the agriculture industry. Michelle Krebs, Executive Analyst at Autotrader, on the upcoming Memorial Day weekend that traditionally provides a sales lift for auto manufacturers. Danielle DiMartino Booth, CEO of Quill Intelligence LLC, former adviser to the Dallas Fed, and a Bloomberg Opinion columnist, discusses the Fed minutes and why the U.S. consumer isn't so mighty. Hosted by Lisa Abramowicz and Paul Sweeney. Samara Lenga
May 23 2019
Rank #20: 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